Concessionary Travel
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  • 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

Export Cases (Blue Badge only)

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Last updated 1 year ago

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The system enables you to export data for reporting purposes.

On the initial screen there are a number of tabs to the left hand side. Export is one of them:

Selecting the 'Export' option:

There are two selections

Selecting 'Expiring Badges', the following data is sent to the csv file:

  • Badge Type

  • Ieg4 Case Reference

  • Badge Holder

  • Badge Number

  • Age

  • Date Of Birth

  • Party Type Code

  • Start Date

  • Expiry Date

  • Eligibility Code

  • Delivery Option Code

  • Status Code

  • Application Channel Code

  • Building Street

  • Address Line 2

  • Town City

  • Address Line 4

  • Post Code

  • Primary Phone Number

  • Secondary Phone Number

  • E-mail

  • Badge Id (IEG4 Internal Reference)

  • Customer Id (IEG4 Internal Reference)

Selecting 'Payments, the following data is sent to the csv file:

  • Id

  • Item Id

  • Description

  • Amount

  • Case Reference

  • Surname

  • Post Code

  • Created On

  • Created By

  • Status ID

  • Status

  • Prover Id

  • Provider

This can be achieved by simply selecting the export option, the system will then generate the csv file and prompt you when ready to download.

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