Concessionary Travel
Council Wide Digital PlatformNo Code Service CreationPowerful Integrated FormsGCloud Information
  • Concessionary Travel Digital Platform
  • 📘Case Management
    • Introduction
    • Basic Functions
      • Recent Cases
      • Create a person
      • Create organisation
      • Local Search
      • National Search (Blue Badge only)
      • Work Items
      • Intuitive User Interface
    • Case Administration
      • Summary
      • Online Application
      • Documents
        • Document Tags
      • Application Details (Blue Badge only)
      • Application Details (Freedom Pass and Taxi Card)
      • Workflow
      • Timeline
      • Notes
      • Create case manually
    • Dynamic Workflows
      • New Application
      • Renewals
      • Replacements (Blue Badge only)
      • Appeals
      • Badge or Application No Longer Needed (Blue Badge only)
      • Fast Track
      • Organisations
    • Export Cases (Blue Badge only)
    • Notifications
  • 🛠️Setting up the system
    • Setting up the System
    • Templates
      • Case created - GOV.Notify template
    • Users
    • Security groups
    • Workflow Stage Targets
    • Technical Requirements
  • ⚡Integrations
    • Integrations
    • DfT (Blue Badge only)
    • GOV.UK Pay (Blue Badge only)
    • Pay360 (Blue Badge only)
    • GOV.UK Notify
    • DVLA
  • ☁️OneVu - Self Serve
    • Self Serve
    • Activating Self-Serve
    • Accessing Self-Serve
  • 📊Reporting
    • Reporting
    • Blue Badge Application Dashboard
  • Blue Badge Performance Dashboard
  • Freedom Pass Dashboard and Taxi Card Overview
  • Freedom Pass and Taxi Card Performance Dashboard
  • Concessionary Travel Dashboard
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  1. Case Management
  2. Case Administration

Workflow

The workflow tab contains all the stages and outcomes linked to the application / workflow type.

There are a number of different Workflows for different aspects of the system. The major workflows for Blue Badge are:

  • Blue Badge Application - created automatically if a new application has been received through the DfT. This is the same workflow that is used for Renewals

  • Blue Badge Appeals - created automatically if an Appeal is received after a refusal, or can be created manually if an appeal is received by any other method.

  • Blue Badge Fast Track - where no assessment process is needed. e.g. Terminal Illness, this workflow is a much shorter version of the Application workflow and is used to ensure the DfT print and supply the Badge within 5 days.

  • Blue Badge Replacements - created automatically if a badge is Lost/Stolen/Damaged.

  • Blue Badge - Badge or Application No Longer Needed - created manually if the applicant has no need for the Blue Badge any longer or if the applicant has passed away.

The major workflows for Freedom Pass are:

  • Freedom Pass Application - created automatically if a new application has been received through an online application. This is the same workflow that is used for Renewals

  • Freedom Pass Fast Track - where no assessment process is needed. e.g. Terminal Illness, this workflow is a much shorter version of the Application workflow and is used to ensure that London Councils print and supply the Pass within 5 days.

  • Freedom Pass Appeals - Currently manually created if an Appeal is received after a refusal, as there is no automatic aprocess within London Councils.

The major workflows for Taxi Card are:

  • Taxi Card Application - created automatically if a new application has been received through an online application. This is the same workflow that is used for Renewals

  • Taxi Card Fast Track - where no assessment process is needed. e.g. Terminal Illness, this workflow is a much shorter version of the Application workflow and is used to ensure that London Councils print and supply the Pass within 5 days.

Four other Workflows exist:

  • Change Party Data - allows editing of specific case data (Title, First Name, Last name, NINO, DOB) in case of errors in the application.

  • Customer Uploads Received - this is automatically created when an applicant uploads documentation through the self-serve portal.

  • Auto-Renewal - (Only available if requested by the LA) This is generated manually, either from the 'Summary' screen or by manually requesting it by clicking on 'New workflow' from the Workflow screen.

  • Query Escalation - This is a small worklow that is generated automatically from within the Blue Badge Application workflow or by manually requesting it by clicking on 'New workflow' from the Workflow screen.

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Last updated 3 months ago

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