BuildSA Project Website
Training

Office & Location

Development Services Department Map

Cliff Morton Development and Business Services Center
1901 South Alamo Street
San Antonio, TX 78204

Phone:
Office: 210.207.1111
BuildSA Team: 210.207.0234

Hours:
7:45 am - 4:30 pm (Mon - Fri)
Closed on City Holidays

Welcome to the BuildSA Online Training Resource Center!

This page features access to training resources that have been created for our customers. The training materials are meant to help you, the user, navigate BuildSA.

The User Guide and the Online Training Modules provide essential information about the functionality of BuildSA and use an easy-to follow, step-by-step method.

By Creating an Online Portal Account, you will have the ability to submit applications online, real time access to your applications, ability  to make payments online, search for application information, ability to submit documents electronically. 

Note to Existing Customers: 

All records in the status of "Approved," "Recorded" and "Under Review" have been migrated to our new BuildSA system. If you are an existing customer, please use the same contact information as shown in the List of Existing Records when creating your Citizen Access online portal account to gain instant access to your applications. Should the contact information not be current, or if it is invalid, follow the instructions found in Information Bulletin 300 to claim your record (s).

Customer Resources:

Online Citizen Access
User Guide

 

Quick Guides

Citizen Access Application & Inspection Submittal

Citizen Access Creating an Online Portal Account

 

Training Modules

Citizen Access Delegate vs Contact

Claim Your Record PIN Number

Citizen Access Create an Account Lesson 1

Citizen Access  Account Management Lesson 2

Citizen Access Delegate Management Lesson 3

Citizen Access Create an Application Lesson 4

Citizen Access Viewing Application Information Lesson 5

Citizen Access Paying Fees Lesson 6

Citizen Access Related Records Lesson 7

Citizen Access Creating & Managing Collections Lesson 8

Citizen Access Checking Application Status Lesson 9

Citizen Access Activity Report Lesson 10

Citizen Access Electronic Document Submittal Lesson 11

Citizen Access Withdrawal Refund Lesson 12

 

Training Videos

 

How to Create an Online Portal Account

How to Check the Status

How to Search (Non-Registered Users)

How to Create an Application

           

 

Our goal is to make sure that BuildSA users have the opportunity to gain practical experience through hands-on practice. Creating the correct training environment was a strong consideration and for that reason, the Training Room located on the second floor of the One Stop is a dedicated BuildSA Training Lab. The Training Lab has 16 dedicated computers and will be used to deliver training to Development Services Staff, partnering agencies and customers.

Resources:

 

Additional Resources:


Welcome to the BuildSA Online Training Resource Center!

This page features access to training resources that have been created for our customers. The training materials are meant to help you, the user, navigate BuildSA.

The User Guide and the Online Training Modules provide essential information about the functionality of BuildSA and use an easy-to follow, step-by-step method.

By Creating an Online Portal Account, you will have the ability to submit applications online, real time access to your applications, ability  to make payments online, search for application information, ability to submit documents electronically. 

Note to Existing Customers: 

All records in the status of "Approved," "Recorded" and "Under Review" have been migrated to our new BuildSA system. If you are an existing customer, please use the same contact information as shown in the List of Existing Records when creating your Citizen Access online portal account to gain instant access to your applications. Should the contact information not be current, or if it is invalid, follow the instructions found in Information Bulletin 300 to claim your record (s).

Customer Resources:

Online Citizen Access
User Guide

 

Quick Guides

Citizen Access Application & Inspection Submittal

Citizen Access Creating an Online Portal Account

 

Training Modules

Citizen Access Delegate vs Contact

Claim Your Record PIN Number

Citizen Access Create an Account Lesson 1

Citizen Access  Account Management Lesson 2

Citizen Access Delegate Management Lesson 3

Citizen Access Create an Application Lesson 4

Citizen Access Viewing Application Information Lesson 5

Citizen Access Paying Fees Lesson 6

Citizen Access Related Records Lesson 7

Citizen Access Creating & Managing Collections Lesson 8

Citizen Access Checking Application Status Lesson 9

Citizen Access Activity Report Lesson 10

Citizen Access Electronic Document Submittal Lesson 11

Citizen Access Withdrawal Refund Lesson 12

 

Training Videos

 

How to Create an Online Portal Account

How to Check the Status

How to Search (Non-Registered Users)

How to Create an Application

           

 

Welcome to the BuildSA Online Training Resource Center!

This page features access to training resources that have been created for our staff. The training materials are meant to help you, the user, navigate BuildSA.

The User Guide and the Online Training Modules provide essential information about the functionality of BuildSA and use an easy-to follow, step-by-step method.

Additional resources will be made available as they are developed.

Feel free to view or download any of the materials provided. Check the BuildSA Training Calendar for training opportunities.

Learn, Prepare, Practice!

Staff Resources:

Staff User Guide


Staff User Guide

 

 Training Modules:

Module One- Introduction to BuildSA

Module Two- Task Card vs. List View

Module Three- Your Pages, All Pages, Favorites

Module Four- Main Menu, Pinning Spaces

Module Five- Creating, Searching and Updating Records; Custom Fields, Lists and Documentation

Module Six- Searching for APOs

Module Seven- APO Conditions, Record Conditions, APO Owners

Module Eight- Workflow ProcessTask Update and Workflow Comments

Module Nine- My Reports, Pre-Existing ReportsUnassigned Review Tasks

Module Ten- Transactional Record Emails

Module Eleven- Associating Records, Related Records, Cloning Single

Module Twelve- Meeting Management

Module Thirteen - Reference Contacts

 

Adobe Acrobat for BuildSA EDR (Electronic Document Review)

BuildSA users will utilize Adobe Acrobat to perform document revisions in the EDR (Electronic Document Review) component. Adobe Acrobat is a software developed by Adobe Systems to view, edit, print and manage files in Portable Document Format (PDF). Using Adobe Acrobat enables users to instantly edit PDF scanned documents.

To access the complete library of Adobe Systems’ tutorials visit their website.

The following videos are highly recommended for BuildSA users using Adobe to perform edits:

Get to know about Adobe Acrobat Reader

Work with PDFs online

Insert and organize pages in a PDF

Edit a PDF

Create PDF from Microsoft Office

Edit Text and images in PDF

Combine documents into PDF

Add sticky notes and other annotations

Extract a Page from PDF

Split a document

Export a PDF to Microsoft Office Formats