Skip to content

Moraph for clients

Sign in

311 Omni-Channel Citizen Intake

Local government services with Moraph

Use Moraph's state and local government products for resident requests, meetings, records, grants, appeals, utilities, fleet, elections, evidence, homelessness services and disaster logistics, with the right person making each decision.

Practitioner2 hr 51 min14 lessonsFor Users, AdministratorsCertificate of completion

Lesson plan (printable)

About this course

State and local governments run many specialist services side by side: answering resident requests, publishing agendas, issuing birth certificates, managing grants, hearing property tax appeals, billing for water and power, maintaining vehicles, staffing polling places, keeping police evidence, coordinating homelessness services and supplying shelters in a disaster. Moraph offers a product for each of these. They share a common pattern: records that move through stages, separate roles for preparing and approving, and an audit trail that cannot be edited.

This course takes you through eleven products in three modules, with worked examples using fictional places such as Example City and Example County. You learn the everyday tasks, the settings administrators look after and, just as important, where each product stops. None of them sets law, values, rates or eligibility for you, holds or moves public money, or replaces the judgment of your clerk, counsel, registrar, board or incident commander.

What you’ll be able to do

  • Take, route, work and close a resident request in 311 Omni-Channel Citizen Intake, and explain how duplicates and routing rules work
  • Take an agenda item from department draft to published agenda, recorded vote and approved minutes in the Legislative Management Suite
  • Issue certified vital records under eligibility rules, decide held requests and reconcile security paper in Vital Records Digitization & Fraud Guard
  • Manage a grant from opportunity to closeout, and handle assessment appeals, utility bill runs and fleet maintenance with the right approvals
  • Staff an election workforce, protect digital evidence and homeless clients' information, and coordinate disaster logistics under ICS
  • Tell which decisions each product records for you and which stay with your clerk, counsel, registrar, board, privacy officer or incident command

Skills you’ll gain

  • Service request intake and routing
  • Open meeting records
  • Vital records issuance controls
  • Grant and revenue administration
  • Sensitive public safety and client data handling
  • Emergency logistics coordination

Before you start

  • You can sign in to Moraph and open products in Moraph Apps (see Moraph foundations)
  • You work in, or support, a city, county or state agency that uses one or more of these products
  • You know your own jurisdiction's policies and procedures for the areas you work in
  • Recommended first: Moraph foundations: technology for high-stakes work

Syllabus

3 modules · 9 readings · 1 practical exercise · 4 assessments

  1. Module 1Residents, meetings and records

    1. Reading: Routing resident requests with 311Reading · 12 min
    2. Reading: Agendas, meetings and minutesReading · 12 min
    3. Reading: Vital records and certificate fraudReading · 12 min
    4. Assessment: Module 1 knowledge checkAssessment · 8 min

  2. Module 2Funding, revenue and public assets

    1. Reading: Managing grants from opportunity to closeoutReading · 13 min
    2. Reading: Assessment appeals and utility billingReading · 14 min
    3. Reading: Fleet and asset monitoringReading · 11 min
    4. Assessment: Module 2 knowledge checkAssessment · 8 min

  3. Module 3Elections, public safety and emergencies

    1. Reading: Staffing an electionReading · 12 min
    2. Reading: Digital evidence and homelessness services dataReading · 14 min
    3. Reading: Coordinating a disaster responseReading · 12 min
    4. Practical exercise: Practical: plan a storm responsePractical exercise · 15 min
    5. Assessment: Module 3 knowledge checkAssessment · 8 min
    6. Assessment: Final assessmentAssessment · 20 min

What completion gives you

Complete every lesson and pass each assessment to complete the course. You then get a completion record in My learning, and a certificate of completion you can print or share, with a code anyone can check at academy.moraph.com/verify.

Completion is not certification

Course completion records and certificates of completion show that a person completed a Moraph Academy course. They are not a Moraph certification (which needs the certification exam), a professional license or an accreditation, and they do not authorize anyone to configure, operate, resell or support Moraph products on Moraph’s or anyone else’s behalf.

Course updates

  • Version 1 · · First version.