3.1 - Adding Fees

 

Introduction

This is a self-guided class.
Watch each demonstration video and review the supplemental documentation.
Required Submission(s) & Business Analysis for your implementation can be found at the bottom of each training section.

 

Questions?

On training content - email or call: Helpdesk, 503-373-7396
About assignments or your project - email or call: Your Project Managers, 503-378-2950

 

Class Objectives

Manually add fees.
Verify anew records fees.
Add POS fees.
Use the valuation Calculator.

 

Audience

ALL

 

Practice Instructions
This document lists the practice steps required to become proficient with the class objectives listed above.

Training Instructions (PDF)

 

Adding Fees
Demonstration Videos
    
TOTAL TIME: 1 hour, 2 minutes

Getting to the Fees & POS Portlet (1:56 mins)

Fee Portlet Tour (9:15 mins)

Fees at Intake & Job Valuation (7:42 mins)

Fees after Intake: Plan Review, State Surcharge, Min Fees (5:59 mins)

New Fees: Adding, Managing, and Invoicing (10:19 mins)

Managing Invoiced Fees (6:15 mins)

Contractor Job Value & Valuation Calculator (6:00 mins)

Point of Sale (POS) Portlet (4:46 mins)

Fee by Record & Fee Estimate Reports (11:31 mins)

 

Supplemental Documentation

Adding Fees (PDF)