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OneVu Digital Platform

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Core Functionality

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Integrations

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OneVu Control

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The OneVu Digital Platform

Your council's service transformation begins here.

IEG4’s OneVu solution is a digital platform designed to enable the digital transformation of how council services are delivered and used. OneVu has helped to enable a wide range of councils (e.g. districts/unitaries/shared services) to:

• reduce phone calls/face-to-face to contacts by up to 50% across ALL departments

• replace document management systems corporately and enable over 184 separate processes to be managed / tracked by citizens online

• create a complaints management application

• create a registrar’s service

OneVu also facilitates the removal, with no code, of other case management systems. OneVu provides a common user interface for citizens to communicate, in a single cross-council service, to any back-office department. It is a single digital portal for citizens. From OneVu, your citizens can:

• find out when their next benefit payment date is

• find out the day of their council rent statement

• find a copy of their council tax bill

• find details of their taxi licence and when it needs to be renewed

• request a bulky waste uplift

• see when the fly tipping they reported will be resolved and the outcome of the investigation

• track the progress of a social care finance assessment

• pay a parking fine

• search for community services to help a parent get out and about more or help around the home

• and much more…

As citizen expectations increase, the inherent complexities of a council need to be presented in a simple to use and intelligible manner to the citizen. One that makes self-serve simple and reduces avoidable contact. The OneVu approach is one of cohesive services that deliver consistent, attractive user experiences driven by integration. It's a sea change from what many councils have now - a patchwork quilt of bolted together solutions with vastly different user experiences.

Get Answers Fast

The first thing a customer sees when they access OneVu is the Get Answers Fast page with PC on left, smartphone on the right:

One can see that the menu is collapsed into a menu icon in the black bar and the options change from a grid into one after the other.

It is important to note that the options available in here are customisable by you. Indeed the options available, their name and description below the title were all added by Kings Lynn & West Norfolk Council. Plus, it is possible to change the order of the departments ad hoc when demand shows certain departments are getting more calls than normal. Details of how to do this are explained later in the section.

Also important is that there are two types of department - or tile in our terminology. Tiles with and without personalisation. Those which have personalisation will have the ability to connect and view information specific to themselves rather than static questions and answers.

So in the above screenshot Council Tax and Benefit departments provide personalised questions and answers.

Creating an account

Critical to effective take up of any digital service is in ensuring a simple process of signing up to the service.

The Registration and Login page

OneVu enables a citizen to create an account using:

  • Email

Non-personalised tiles

When one clicks on a non-personalised tile the content is static content that has been added by council users. The following is an example:

Static content - sign posting / answering common questions

These questions and answers have been added by the council themselves and reflect the actual top questions the council receives in customer services. That is to say the questions and answers for each department can be entirely different from one council using OneVu to another.

Likewise the Council can change the order and hide certain questions at different times of year when demand changes or new queries are more commonly asked. This design has been created to allow councils to be more agile to change rather than having a fixed set of functionality all year long which is the design of competing solutions. Details of how to do this are explained later in the Content Management - Static Content .

Personalised Tiles

Rather than having a completely different user experience when one wants to view questions and answers about a claim/account/case etc. they have, OneVu has the exact same user interface for such questions.

The only difference is that where a customer wishes to see personal details, they are required to provide key sets of information that identify them as the account/claim/case holder.

The following shows the Benefits tile and the questions the customer needs to answer in order to get their personalised FAQs:

Registration Questions - these are specific to the department

All checking happens in real-time using web services available in the back-office application.

So customers can get access to their information without having to call the council, wait for an email or worse still a letter with a password to be sent to them.

The labels above each field e.g. Claim reference (*) can be changed by you to offer any guidance to wish to provide and upon clicking the Register button the customer is told their details are being checked. To change the labels, please have a look here:

The questions that are presented for Benefits are different to those presented for say Housing, Licensing or Business rates.

But once a person has registered the content presented is personalised based upon the data held within the back-office application about them.

Below we can see how an 'Account Summary' has been crated for Council Tax. With the data in this summary populating reflective of the data held in the Council Tax system. Entirely dynamic, the content shown hides/shows other content based upon the data as read from the back-office application seconds ago:

Personalised content

To find out more about dynamic content in personalised departments please have a look here:

Add to My Account

Unique, in local government, to IEG4's OneVu solution is the ability to 'pin' content from any department static or personalised to a citizen's very own personalised dashboard called:

In order to add content to 'My Account':

a) The functionality must be enabled by IEG4 Support - please do so here if the the functionality is not visible:

b) Click to add it / remove it with the buttons as shown below:

Add to / Remove from My Account

I.e. The buttons below each piece of content will reflect the current status of it. If it has already been added to 'My Account' it will say 'Remove from My Account' and vice versa.

Layout and design

The answers to personalised content can be written in HTML format and styled using CSS. As a result the way content looks can genuinely be whatever you like.

You can any HTML you'd like to provide the structure of an FAQ. However, you need to raise a ticket with our support team to provide them the details of any CSS you'd like to be added.

I.e. the stylesheet content is only editable by IEG4 staff currently. Raise a ticket at the link below:

Content Management - Static Content
Get Answers Fast on PC/Phone Screen Sizes
Registration
Dynamic Content Management
MyAccount

Mobile phone number

  • Microsoft social login

  • Facebook social login

  • Google social login

  • OneVu also permits businesses to create an account using their email address.

    The customer sees the ability to enter their existing login details as well as the ability to create a new account from this single screen. Shown here at High Peak Borough Council:

    OneVu Login Screen

    The following is presented when a customer clicks to create an account:

    Register for an account page

    As one can see, the customer registration page is a single page with only 7 fields to complete. Some other digital services have 4 separate pages (!) to achieve the same result.

    The important things on this page are that:

    1. The address search is national and uses natural language searches to automatically determine the correct address

    2. A tool-tip pops up to clearly indicate the password needs to be at least 8 digits long and contain a number and at least a capital letter

    3. There is validation to ensure that the information provided makes sense

    Address search

    The address search is national and dynamically returns results on the fly. The user can just free type and address and it will locate both houses and business addresses:

    Natural language automated search

    Also if they type a post code it understands that it is a post code and automatically changes the results type to list the properties associated with this post code:

    Postcode search results

    Password Tooltip

    The following illustrates this, with the purpose being to ensure user error is minimised, whilst assuring security:

    Password Tooltip

    Validation clearly shown to help the user

    To prevent user error, there is validation on each field and this is clearly highlighted to customers with a glowing red border:

    Validation to minimise spurious data / maximise likelihood of account creation

    Validating your account

    Email Validation

    When a user creates an account via email, they will be presented with a message to let them know what happens next:

    Validate your email address

    The email that is sent to the citizen will by default be very basic. It will also be sent from a standard IEG4 email address. This is shown below:

    Default Email for Registration

    But....

    The email from can be customised to your council and can support DKIM/DMARC signing for your own council's email.

    The content of the email can be customised

    Mobile Number Validation

    When a user creates an account via SMS, they will be presented with the following, which will ask them for a 6 digit code, which has been text messaged to them:

    Verify a mobile account

    Sign up with mobile and thus, the above functionality needs three things:

    1) The functionality to be enabled by IEG4

    2) Your GOV.UK Notify API key to be provided

    3) IEG4 to then enable this

    You should raise a ticket the online help system https://help.ieg4.com to do this process. I.e. Request it to be turned on and provide your API key at the same time.

    Notify Templates

    Create a template in Notify with the following content and share the Template ID with IEG4 Support

    Note: the template name and the message content outside of the (( )) can be whatever you like

    Template name: e.g. Mobile sign ups

    Your Council: ((message))

    The above template is used for both the initial sign up / registration and the password reset actions.

    Social Sign Up Validation

    When a person creates an account via Microsoft, Facebook or Google, the validation happens within that application itself. Therefore none is done within the OneVu application.

    Submit a Request

    To maximise the usage of online services there is a dedicated ‘Submit a request’ area for customers to:

    • View in-progress forms

    • View completed forms

    • Search for online forms

    • Browse all forms

    Viewing in-progress forms

    Currently, even without OneVu, there is the ability to save a form for later and return to it. When a customer saves their form they are sent an email to get back to where they left off.

    But with forms completed in OneVu, this email becomes less if not totally irrelevant because the customer can see any forms they’ve started previously and jump back to them whenever they like.

    The following illustrates this:

    As one can see the user can see the form’s reference number as well as the date it was started and the date it was last used.

    If one attempts to start a form where one of the same type is in progress the following will be presented:

    Completed Forms

    The Completed forms tab is identical to the 'In-progress forms' tab, except of course it is for forms that have already been submitted and one cannot click on the tile to launch it.

    Finding a form

    Something we continuously found when looking at Council websites was that finding services was difficult if you didn’t know the actual name of the service. For example a customer wants to apply for a single person discount on their council tax but they don’t actually know what this discount is called just that they should get a reduction.

    
 So they could type something like:

    • I live alone

    • My partner moved out

    • 25% discount

    • Council tax discount

    Therefore, built into OneVu is the ability to add keywords and search strings that link to, and thus find, online services. The following illustrates this:

    The search keywords are added with eGovHub Form Management as outlined here:

    Browse All Forms

    Simply provides an alphabetically sorted list of all forms that are visible to OneVu.

    Council tax reduction

    In-progress Forms
    Find a form using keywords

    Changing Address

    One of the most common transactions in councils, it is an important element of a council's service delivery. As such, the ability to change one's address is a vital function within the OneVu.

    The important thing to note is that where a person chooses to change their address this will invoke IEG4’s Council Tax Change of Address form if a Council is licensed to use it.

    If they do not have IEG4's change of address form then there will only be the 'Change (profile only)' option.

    Otherwise the user will be prompted to enter their new address in a set of fields.

    IMPORTANT

    When a person completes a the date that they indicate they've moved house is what is used. So if a person says they're moving in two weeks from now, the address will not start being pre-populated into online forms until that date is reached.

    When the address is changed via 'Profile only' mode it takes effect on the day of the change.

    change of address form

    Changing Name

    The name change function is as simple as pressing change and then providing the details of the new name.

    However, in the screenshot above one can also see that there is some text. This is customisable help / guidance, which is changed by the setting:

    Optional notice displayed on Profile Name change, for example, when a change name form is also required

    As documented here:

    Settings - OneVu

    Bookmarked Services

    Where a council is licensed for Your Area - Community Directory a user is able to see / remove any community services that they have 'bookmarked' for later review.

    There is also the ability to add Services to here, which navigates the user from their profile over to the Your Area part of OneVu.

    Council Tax

    Civica

    Unlike traditional, silo (council department) specific self-service portals you are in control of:

    • What content shows

    • How it shows I.e. the layout and style of the content

    • When it shows I.e. you can add conditional rules to show/hide content based upon criteria

    Registration

    In order to access data the citizen needs to answer some security questions.

    The security questions for this functionality are:

    • Last name

    • Account Number

    • House Number

    • Postcode

    What does it provide?

    The service enables Council Tax account information on:

    • Balances,

    • Instalments,

    • Recovery,

    • Billing,

    To be provided to citizens.

    Introduction

    OneVu, being a platform containing self service functionality, pro

    The integrations we have within OneVu, will enable data from a back office application to be retrieved into the citizen portal.

    For each department and system providing functionality in this area we will outline the data items available for that back office system as well as the registration data (security questions) used to authenticate a citizen.

    Integrations that are leveraged by forms will generally involve passing data from a form to another application.

    Discounts,

  • Exemptions

  • Northgate

    Unlike traditional, silo (council department) specific self-service portals you are in control of:

    • What content shows

    • How it shows I.e. the layout and style of the content

    • When it shows I.e. you can add conditional rules to show/hide content based upon criteria

    Registration

    In order to access data the citizen needs to answer some security questions.

    The security questions for this functionality are:

    • Last name

    • Account Number

    • House Number

    • Postcode

    What does it provide?

    The service enables Council Tax account information on:

    • Balances,

    • Instalments,

    • Recovery,

    • Billing,

    To be provided to citizens.

    Two factor authentication

    It is possible to enable two-factor authentication to add further security.

    This can be provided via the following:

    • Microsoft Authenticator

    • Google Authenticate

    • Authy

    Best practice surrounding authentication of users stipulates that 2 factor authentication should be used. This is particularly true in Local Government and Health where all of our customers work.

    For all services, which are not customer facing we now have the means to provide 2 factor authentication. In the context of OneVu this would be:

    • OneVu Control (Management area)

    • Customer Service Vu

    • Forms Portal

    I.e. places which back office staff can access content and user information and or case data.

    Best practice built in

    Part of IEG4's product strategy is to use government best practice and, within its technical strategy, to ensure we take a standards based approach to the things we do.

    To that end when building two factor authentication we have provided via two mechanism that both hold true to the strategic elements mentioned.

    The two mechanisms are:

    • Via SMS (leveraging GOV.UK Notify)

    • Via an authenticator app (Microsoft, Google, Authy)

    It is enabled by IEG4 and you will need to request it to be enabled via the help desk i.e. here

    Functionality provided

    When this functionality is enabled a person logs in as normal and shown below:

    The user then has the ability to choose between getting a code sent in a text message and using the authenticator app.

    Note that it is possible to limit this to being just SMS / Authenticator App or both by each application.


    Integration via SMS

    Leveraging GOV.UK Notify we are able to send text messages to users. If a user select this option they will be presented with the following the first time they access it. I.e. their phone number needs to be captured and associated with their user account before they can enter the two factor code.

    We have purposefully made this a combination of 6 letters and numbers for additional security.

    Note

    In order to use this function you need to:

    a) Provide us with a Template ID in Notify

    b) Add the content we provide you to this template

    c) Be aware only the first 25,000 SMS from Notify are free of charge.

    Integration via an Authenticator App

    We have provided support for three distinct authentication apps.

    • Microsoft

    • Google

    • Authy

    In practice your organisation is likely to use Microsoft as its 2nd factor authenticator but have support for all three.

    So when a user chooses the Authenticator app option they will see this:

    In order to connect the authenticator app to a user's account they scan the QR Code and this creates the link. This is a one off process and at the point of making the connection for the first time the code they are provide is then entered in the confirmation box.

    As Microsoft will be the most common client local government and the NHS we show below how this works. So in the Microsoft Authenticator app there is an Add Account function.

    The user selects 'Work or school account' and the camera is triggered to scan the QR Code.

    The user once connected will be given a code and it is this that is entered.

    The linking via QR Code is a one-off activity.

    Security is a core tenet of the design of our systems and it is why this functionality has been built for our local government and health customers.

    Discounts,

  • Exemptions

  • Payments

    Capita Pay360

    We provide the ability to integrate to Capita Pay360 as a no code service within eDesigner.

    Details here:

    Capita

    Unlike traditional, silo (council department) specific self-service portals you are in control of:

    • What content shows

    • How it shows I.e. the layout and style of the content

    • When it shows I.e. you can add conditional rules to show/hide content based upon criteria

    Registration

    In order to access data the citizen needs to answer some security questions.

    The security questions for this functionality are:

    • Last name

    • Account Number

    • Postcode

    What does it provide?

    The service enables Council Tax account information on:

    • Balances,

    • Instalments,

    • Recovery,

    • Billing,

    To be provided to citizens.

    Data Items

    The following Data Items are available to use with Capita Council Tax:

    Discounts,

  • Exemptions

  • Boolean

    ProhibitOnlineSPD

    Prohibit Online SPD

    Boolean

    LiableType

    Liable Type

    String

    LeadLiablePosition

    Lead Liable Position

    String

    ReminderFlag

    Reminder Flag

    Boolean

    RefundFlag

    Refund Flag

    Boolean

    LinkedAccountsFlag

    Linked Accounts Flag

    Boolean

    ContactDetail

    Token

    Description

    Type

    EmailAddress

    Email Address

    String

    Type

    Contact Type

    String

    Number

    Contact Number

    String

    PropertyDetail

    Token

    Description

    Type

    Reference

    Property Reference

    String

    Band

    Property Band

    String

    AddressDetail

    Token

    Description

    Type

    Line1

    Address Line 1

    String

    Line2

    Address Line 2

    String

    Line3

    Address Line 3

    String

    Line4

    Address Line 4

    String

    PostCode

    PostCode

    String

    Summary

    Address Summary

    String

    Payment Method

    Token

    Description

    Type

    Description

    Description

    String

    AccountName

    AccountName

    String

    AccountNumber

    AccountNumber

    String

    SortCode

    SortCode

    String

    TransactionDetail

    Statement

    Token

    Description

    Type

    AccountBalance

    Account Balance

    Decimal

    YearId

    Year Id

    DateTime

    TotalDebit

    Total Debit

    Decimal

    TotalAllowances

    Total Allowances

    Decimal

    TotalCosts

    TotalCosts

    Decimal

    TotalLumpDisc

    TotalLumpDisc

    Decimal

    TotalBenefit

    TotalBenefit

    Decimal

    TotalPayments

    TotalPayments

    Decimal

    TotalRefunds

    TotalRefunds

    Decimal

    TotalWriteOff

    TotalWriteOff

    Decimal

    NetBalance

    NetBalance

    Decimal

    Payments

    Token

    Description

    Type

    PostedDate

    Posted Date

    DateTime

    PostedDateFormatted

    Posted Date Formatted

    String

    TransCode

    TransCode

    String

    TransDescription

    TransDescription

    String

    TransAmount

    TransAmount

    Decimal

    TransAmountFormatted

    TransAmount formatted 2 decimals

    String

    Reference

    Reference

    String

    Year

    Year Id

    DateTime

    YearNo

    Year

    String

    CurrentFYPayments

    Token

    Description

    Type

    PostedDate

    Posted Date

    DateTime

    PostedDateFormatted

    Posted Date Formatted

    String

    TransCode

    TransCode

    String

    TransDescription

    TransDescription

    String

    TransAmount

    TransAmount

    Decimal

    TransAmountFormatted

    TransAmount formatted to 2 decimals

    String

    Reference

    Reference

    String

    Year

    Year Id

    DateTime

    YearNo

    Year

    String

    LastPayment

    Token

    Description

    Type

    PostedDate

    Posted Date

    DateTime

    PostedDateFormatted

    Posted Date Formatted

    String

    TransCode

    TransCode

    String

    TransDescription

    TransDescription

    String

    TransAmount

    TransAmount

    Decimal

    TransAmountFormatted

    TransAmount formatted 2 decimals

    String

    Reference

    Reference

    String

    Year

    Year Id

    DateTime

    YearNo

    Year

    String

    Bill Detail

    Token

    Description

    Type

    DueDate

    Due Date

    DateTime

    CurrentAmount

    Current Amount

    Decimal

    ChargedAmount

    Charged Amount

    Decimal

    FutureInstalments

    Token

    Description

    Type

    DueDate

    Due Date

    DateTime

    CurrentAmount

    Current Amount

    Decimal

    ChargedAmount

    Charged Amount

    Decimal

    Discount Detail

    Token

    Description

    Type

    From

    Discount From

    DateTime

    To

    Discount To

    DateTime

    Type

    DiscountType

    String

    ExemptDescription

    ExemptDescription

    String

    LocalDescription

    LocalDiscDescription

    String

    Disabled

    Disabled

    DateTime

    Disregard details

    Token

    Description

    Type

    Name

    Name

    String

    CodeDesription

    Code Description

    String

    FromDate

    FromDate

    DateTime

    CourseName

    CourseName

    String

    CourseRef

    CourseRef

    String

    WheelChair

    WheelChair

    Boolean

    Kitchen

    Kitchen

    Boolean

    Bathroom

    Bathroom

    Boolean

    Room

    Room

    Boolean

    Linked account detail

    Token

    Description

    Type

    AccountId

    Account Id

    String

    AccountBalance

    Account Balance

    Decimal

    AddressLine1

    Address Line 1

    String

    AddressLine2

    Address Line 2

    String

    AddressLine3

    Address Line 3

    String

    AddressLine4

    Address Line 4

    String

    PostCode

    PostCode

    String

    AddressSummary

    Address Summary

    String

    Documents

    Token

    Description

    Type

    Title

    Document title

    String

    Type

    Document type

    String

    Url

    Document download url

    String

    Date

    Document date

    DateTime

    DateString

    Document date (string)

    String

    Account Details

    Token

    Description

    Type

    Id

    Account number

    String

    ClaimId

    Claim reference linked

    String

    IsOnBenefit

    Is On Benefit

    Business Rates

    Capita

    Unlike traditional, silo (council department) specific self-service portals you are in control of:

    • What content shows

    • How it shows I.e. the layout and style of the content

    • When it shows I.e. you can add conditional rules to show/hide content based upon criteria

    Registration Details

    The following security answers are required in order to register for the Capita Benefits self serve integration:

    • Surname

    • Date of Birth

    • National Insurance Number

    • Claim Reference

    What does it provide?

    The service enables Benefit Claim information on:

    • Next Payment/Last Payment Details,

    • Award Amounts,

    • Statement of Calculation Data,

    • Overpayment Details

    To be provided to claimants.

    Data Items

    The following Data Items are available for use with the Capita Benefits application:

    Northgate

    Unlike traditional, silo (council department) specific self-service portals you are in control of:

    • What content shows

    • How it shows I.e. the layout and style of the content

    • When it shows I.e. you can add conditional rules to show/hide content based upon criteria

    Registration Details

    The following security answers are required in order to register for the Capita Benefits self serve integration:

    • Surname

    • Date of Birth

    • National Insurance Number

    • Claim Reference

    What does it provide?

    The service enables Benefit Claim information on:

    • Next Payment/Last Payment Details,

    • Award Amounts,

    • Statement of Calculation Data,

    • Overpayment Details

    To be provided to claimants.

    Postcode

    DHP Award information

  • Statuses,

  • Benefit Notifications

  • System.String

    HBSuspended

    Is HB Suspended

    System.Boolean

    HBSuspendedFrom

    HB Suspended from

    DateTime (Optional)

    HBPaidTo

    When the HB has been paid

    DateTime (Optional)

    CTBPaidTo

    When the entitlement will end

    DateTime (Optional)

    HousingAssociation

    Housing Association

    System.String

    ContactTelephoneNumber

    Contact Telephone Number

    System.Int32

    IsCancelled

    Is claim cancelled

    System.Boolean

    HB Details

    Token

    Description

    Type

    RentFrequency

    frequency of the rent payment

    System.String

    RentPayLandlord

    Rent Pay Landlord

    Decimal (Optional)

    BenefitCap

    Is benefit cap active?

    System.Boolean

    RentPayLandlordWeeklyAmount

    Rent Pay Landlord Weekly

    Decimal (Optional)

    RentBenefitCalculated

    Rent Benefits Calculated

    Decimal (Optional)

    TotalEligibleIncome

    Total Eligible income

    Decimal (Optional)

    TotalEligibleTaxIncome

    Total Eligible Tax income

    Decimal (Optional)

    TotalEligibleUnTaxIncome

    Total Eligible UnTax income

    Decimal (Optional)

    CTaxBenefitCalculated

    Council Tax Benefit Calculated

    Decimal (Optional)

    GrossWeeklyAmount

    Gross weekly amount

    Decimal (Optional)

    NetWeeklyAmount

    Net weekly amount

    Decimal (Optional)

    ExcessIncome

    Excess Income

    Decimal (Optional)

    WeeklyDisregard

    Amount deducted as per the Gov rules

    Decimal (Optional)

    TotalApplicableAmount

    Amount the household needs to live on as per the Gov

    Decimal (Optional)

    MaximumHousingBenefit

    Maximum HB the claimant could get

    Decimal (Optional)

    WeeklyEligibleRent

    Actual amount of rent held in Academy Weekly

    Decimal (Optional)

    ExcessIncome65percent

    Excess Income 65 percent

    Decimal (Optional)

    CalculatedLHAAmount

    Calculated LHA Amount

    Decimal (Optional)

    WeeklyEligibleCouncilTaxMain

    Weekly Eligible Council Tax Main

    Decimal (Optional)

    MaximumCouncilTaxBenefitMain

    Maximum Council Tax Benefit Main

    Decimal (Optional)

    ExcessIncome20Percent

    Excess Income 20 Percent

    Decimal (Optional)

    WeeklyCouncilTaxBenefitMain

    Weekly Council Tax Benefit Main

    Decimal (Optional)

    WeeklyNonDependantDeductHB

    Weekly Non Dependant Deduct Housing Benefit

    System.Decimal

    WeeklyNonDependantDeductMembers

    Weekly Non Dependant Deduct Members

    System.String

    WeeklyNonDependantDeductCTax

    Weekly Non Dependant Deduct Council Tax

    Decimal (Optional)

    CurrWeeklyHBDHP

    Current weekly HB DHP Amount

    Decimal (Optional)

    CurrWeeklyCTBDHP

    Current weekly CTB DHP Amount

    Decimal (Optional)

    BenefitAward

    Token

    Description

    Type

    TotalAwardAmount

    Total award amount including DHP

    Decimal (Optional)

    AwardAmount

    Award Amount

    Decimal (Optional)

    AwardFrom

    Award from

    DateTime (Optional)

    AwardTo

    Award to

    DateTime (Optional)

    AwardType

    Award type

    System.String

    AwardDescription

    Award description

    System.String

    CouncilTaxAward

    Token

    Description

    Type

    TotalAwardAmount

    Total award amount including DHP

    Decimal (Optional)

    AwardAmount

    Award Amount

    Decimal (Optional)

    AwardFrom

    Award from

    DateTime (Optional)

    AwardTo

    Award to

    DateTime (Optional)

    AwardType

    Award type

    System.String

    AwardDescription

    Award description

    System.String

    BenefitPayment

    Token

    Description

    Type

    Payee

    Payee

    System.String

    Amount

    Amount

    Decimal (Optional)

    DueDate

    Payment due Date

    DateTime (Optional)

    FromDate

    Payment from Date

    DateTime (Optional)

    NextPaymentAmount

    Next payment amount

    Decimal (Optional)

    PaymentToDate

    Payment to Date

    DateTime (Optional)

    InvoiceRecovery

    Payment recovered

    Decimal (Optional)

    NextPayeeType

    next payee type

    System.String

    NextPayeeName

    Next payee name

    System.String

    NextPayeeFrom

    Next payee from

    DateTime (Optional)

    NextPayeeTo

    Next payee to

    DateTime (Optional)

    PaymentIncludesDhp

    Next Payment includes DHP?

    System.Boolean

    PaymentInArrears

    if Payment in arrears

    System.Boolean

    PaymentSummary

    Collection of payment summary 's

    PaymentSummary

    DHPNextPayeeType

    DHP Next Payee Type

    System.String

    DHPNextPayeeName

    DHP Next Payee Name

    System.String

    DHPNextPayeeFrom

    DHP Next Payee From

    DateTime (Optional)

    DHPNextPayeeTo

    DHP Next Payee To

    DateTime (Optional)

    DHPNextPaymentAmount

    DHP Next Payment Amount

    Decimal (Optional)

    NextPaymentDetail

    Token

    Description

    Type

    Amount

    Amount

    Decimal (Optional)

    DueDate

    Payment Due date

    DateTime (Optional)

    FromDate

    Payment from Date

    DateTime (Optional)

    ToDate

    Payment to Date

    DateTime (Optional)

    InArrears

    Payment in arrears

    System.Boolean

    HBNextPayment

    HB next payment

    HBNextPayment

    HasHBNextPayment

    Has HB next payment?

    System.Boolean

    IncludesDHP

    Includes DHP

    System.Boolean

    Next Payee Detail

    Token

    Description

    Type

    Type

    Type

    System.String

    Name

    Name

    System.String

    Amount

    Amount

    Decimal (Optional)

    FromDate

    Payment from Date

    DateTime (Optional)

    ToDate

    Payment to

    DateTime (Optional)

    InvRecovery

    Inv recovery

    Decimal (Optional)

    Overpayment

    Token

    Description

    Type

    StandardDeduction

    Standard deduction

    Decimal (Optional)

    OutstandingBalance

    Outstanding balance

    Decimal (Optional)

    Status

    Token

    Description

    Type

    Working

    if working

    System.Boolean

    HoursWorked

    hours worked

    System.Int32

    Carer

    if a carer is present on the claim

    System.Boolean

    CaredFor

    Cared for

    System.Boolean

    InHospital

    In Hospital

    System.Boolean

    InResidentialAccom

    In Residential Accomodation

    System.Boolean

    AllowanceDetail

    Token

    Description

    Type

    AllowanceAmount

    Allowance Amount

    Decimal (Optional)

    AllowanceType

    Allowance Type

    System.String

    Entitlement

    Token

    Description

    Type

    CurrentWeeklyHB

    Current Weekly Housing Benefit

    Decimal (Optional)

    CurrentWeeklyCTB

    Current Weekly Council Tax Benfits

    Decimal (Optional)

    Documents

    Token

    Description

    Type

    Title

    Document title

    System.String

    Type

    Document type

    System.String

    Url

    Document download url

    System.String

    Date

    Document date

    System.DateTime

    DateString

    Document date (string)

    System.String

    Claim

    Token

    Description

    Type

    ClaimReference

    Citizen's Claim Reference

    System.String

    CaseType

    Citizen's Claim Status Case Type

    System.String

    ClaimStatusDescription

    Citizen's Claim Status Description

    Postcode

    Benefit Notifications

    Northgate

    Because landlords can see the details of multiple claims there is a two stage process.

    1) First to register

    2) A dynamic search function that checks whether than landlord is still permitted to view the details of the claim

    Registration Details

    The following security answers are required in order to register for the Benefits self serve integration:

    Creditor ID

  • Payee Name

  • Last Payment Amount

  • What does it provide?

    The service provides landlords with information on:

    • Next Payment Amount and Date

    • Payment History

    • Notification History

    • Payment Schedules (NB - you need to create these and import them to OneVu)

    And where the landlord is the current payee they can see the current award amount, the status of it and whether there is a benefit cap.

    Capita

    Unlike traditional, silo (council department) specific self-service portals you are in control of:

    • What content shows

    • How it shows I.e. the layout and style of the content

    • When it shows I.e. you can add conditional rules to show/hide content based upon criteria

    Registration

    The security questions for this functionality are:

    • Business name

    • Account Number

    • Postcode

    What does it provide?

    The service enables Business Rates account information on:

    • Balances,

    • Instalments,

    • Recovery,

    • Billing,

    To be provided to businesses.

    Data Items

    The following Data Items are available to use with Capita Business Rates:

    Civica

    Unlike traditional, silo (council department) specific self-service portals you are in control of:

    • What content shows

    • How it shows I.e. the layout and style of the content

    • When it shows I.e. you can add conditional rules to show/hide content based upon criteria

    Registration

    The security questions for this functionality are:

    • Business name

    • Account Number

    • House Number

    • Postcode

    What does it provide?

    The service enables Business Rates account information on:

    • Balances,

    • Instalments,

    • Recovery,

    • Billing,

    To be provided to businesses.

    Northgate

    Unlike traditional, silo (council department) specific self-service portals you are in control of:

    • What content shows

    • How it shows I.e. the layout and style of the content

    • When it shows I.e. you can add conditional rules to show/hide content based upon criteria

    Registration

    The security questions for this functionality are:

    • Business name

    • Account Number

    • Postcode

    What does it provide?

    The service enables Business Rates account information on:

    • Balances,

    • Instalments,

    • Recovery,

    • Billing,

    To be provided to businesses.

    Reliefs

    Environmental Health

    Reliefs

    System.Boolean

    RefundFlag

    Refund flag

    System.Boolean

    LinkedAccountsFlag

    Linked accounts flag

    System.Boolean

    ContactDetail

    Token

    Description

    Type

    Email

    Email address

    System.String

    PhoneNumberType

    Phone number type

    System.String

    PhoneNumber

    Phone number

    System.String

    PropertyDetail

    Token

    Description

    Type

    PropertyReference

    Property reference

    System.String

    RateableValue

    Rateable value

    Decimal (Optional)

    AddressDetail

    Token

    Description

    Type

    Line1

    Address Line 1

    String

    Line2

    Address Line 2

    String

    Line3

    Address Line 3

    String

    Line4

    Address Line 4

    String

    PostCode

    PostCode

    String

    Summary

    Address Summary

    String

    Payment Detail

    Token

    Description

    Type

    HasDirectDebit

    Has Direct Debit setup

    System.Boolean

    Description

    Description

    System.String

    AccountName

    AccountName

    System.String

    AccountNumber

    AccountNumber

    System.String

    AccountSortCode

    AccountSortCode

    System.String

    Statement

    Token

    Description

    Type

    AccountBalance

    Account balance

    System.Decimal

    Year

    Account year

    System.Int32

    TotalDebit

    Total charge for year

    System.Decimal

    TotalRecoveryCosts

    Total recovery costs

    System.Decimal

    TotalPayments

    Total payments

    System.Decimal

    TotalRefunds

    Total refunds

    System.Decimal

    TotalReliefs

    Total reliefs

    System.Decimal

    TotalWriteOff

    Total write-off

    System.Decimal

    NetBalance

    Net balance

    System.Decimal

    Linked account detail

    Token

    Description

    Type

    AccountId

    Account Id

    String

    AccountBalance

    Account Balance

    Decimal

    AddressLine1

    Address Line 1

    String

    AddressLine2

    Address Line 2

    String

    AddressLine3

    Address Line 3

    String

    AddressLine4

    Address Line 4

    String

    PostCode

    PostCode

    String

    AddressSummary

    Address Summary

    String

    Instalments

    Token

    Description

    Type

    HasInstalments

    Instalments data populated?

    System.Boolean

    Instalments

    Instalments

    BusinessLinkedInstalment

    Documents

    Token

    Description

    Type

    Title

    Document title

    String

    Type

    Document type

    String

    Url

    Document download url

    String

    Date

    Document date

    DateTime

    DateString

    Document date (string)

    String

    Account Details

    Token

    Description

    Type

    AccountNumber

    Account number

    System.String

    BusinessName

    Business name

    System.String

    ReminderFlag

    Reminder flag

    Reliefs

    IDOX Uniform

    Unlike traditional, silo (council department) specific self-service portals you are in control of:

    • What content shows

    • How it shows I.e. the layout and style of the content

    • When it shows I.e. you can add conditional rules to show/hide content based upon criteria

    Registration

    The security questions for this functionality are:

    • Badge/Plate Number (as it supports Driver and Vehicle Licensing)

    • Surname

    • Postcode

    • IDOX Case Reference

    What does it provide?

    The service enables Licensing Case information on:

    • Property the licence is licensed to,

    • Licence Details:

      • Type

      • Status

    To be provided to licence holders.

    Date received

  • Valid From/To Date

  • Renewal Date

  • Applicant Details (huge amount info inc addresses/contact details/offenses log)

  • Driver Details,

  • Vehicle Details,

  • Payments Made

  • Civica APP (Flare)

    Using eDesigner's eMapper function multiple councils have successfully integrated the platform with Civica APP to create jobs for:

    • Environmental Health general enquiry

    • Animal Welfare enquiry form

    • Private housing disrepair

    • Domestic Noise

    • Commercial Noise

    • Domestic Nuisance

    • Commercial Nuisance

    Digital CHC

    IEG4 has fully integrated its own CHC data into OneVu with more details found here:

    Fraud & Identity

    Notifications

    WhatsApp

    WhatsApp is used to send emails and text messages in both of the following products:

    OpenProcess - for progress updates and notifications

    Broadcast - for eBilling / eNotifications / generic notifications

    IEG4 Blue Badge

    IEG4 has fully integrated its own Blue Badge data into OneVu with more details found here:

    Facebook Messenger

    Facebook Messenger is used to send emails and text messages in both of the following products:

    OpenProcess - for progress updates and notifications

    Broadcast - for eBilling / eNotifications / generic notifications

    TransUnion - ID Verification

    Within the platform we provide integration to TransUnion CallValidate which enables ID and Bank account validation in:

    • eClaim

    Read more here:

    Xantura - RBV

    Within the platform we provide integration to Xantura Risk Based Verification for both of these Housing Benefit and Council Tax Support forms:

    • eClaim

    • eChanges

    Read more here:

    Loqate - Bank validation

    This functionality is leveraged by many services within the platform where bank details need to be checked for validity and maximise the quality of data being received.

    This is used in the following:

    • Council Tax - Direct Debit

    • Council Tax - Single Person Discount

    • Council Tax - Moves

    • Council Tax - Special Payment Arrangement

    • Council Tax - Refunds

    • Business Rates - Direct Debit

    • Business Rates - Moves, Reliefs and Pay

    • Local Welfare Assistance

    • Free School Meal Holiday Payments

    You can read more about the service being used here:

    Transunion - RBV

    Within the platform we provide integration to TransUnion Risk Based Verification for both of these Housing Benefit and Council Tax Support forms:

    • eClaim

    • eChanges

    Read more here:

    Loqate

    Loqate Address look up is a premium function that uses natural language and intelligent algorithms to provide rapid and intuitive address search functionality.

    You can read more about this here:

    Adding this address look up is no different from the Ordnance Survey option, it is simply a case of selecting the other option when adding an Address Section:

    For this look up there are no technical prerequisites as it is managed by IEG4.

    This functionality is more powerful than the Ordnance Survey equivalent in terms of speed and intelligence but it also carries a cost. To find out more please contact:

    info@ieg4.com

    Data Silos

    Something that is vital to an evolving service is the means to quickly configure it before go live and modify it to enhance the service over time and in response to changing demands.

    OneVu Control's Data Silos functionality enables you to control what content is shown when.

    DfE FSM Eligibility Checker

    We have integrated with the Department for Educations Eligibility Checker to determine eligibility to free school meals in an automated manner.

    You can read more about how this is deployed within the platform here:

    The basics

    If you have OneVu, it can be accessed by simply adding /manage to the end of your URL for OneVu.

    Updating the departments available

    OneVu was designed to provide a single view across all of a council’s departments. Therefore you have the ability to add/edit/delete the departments/options available to customers as soon as they log in.

    Once you have logged into OneVu Control, the first option is Data Silos. It is within here that one updates both the departments available and the content available for each department.

    The following shows this screen when opened and departments have already been added:

    Changing department order

    The above list controls the order these are displayed inside OneVu. Using the arrows one can move departments up and down. This is very useful if you add / remove a department from the top 3-6 services at certain times of year.

    Once you change the order a banner will appear to remind you to save the change:

    Silo Types

    The are two types of silo (department):

    • Static - like most websites, the content will be changeable by you but doesn't dynamically change to reflect the citizen.

    • Dynamic - initially the content will be static but after the citizen has authenticated themselves they will then see personalised content for themselves.

    Adding a 'static' silo

    In order to add a new 'static' content based department one needs to click on the plus button to the right of the ‘Static data silo’ within the Silo templates section at the foot of the Data Silo Configuration screen:

    The following illustrates what appears once this is done:

    Notice that there is a large pale yellow bar at the top alerting you to the fact that this content is hidden from OneVu. Clicking the 'Show Silo' will push this into public view and bar's colour and content changes to reflect that it is shown:

    There are five panels available in a silo. Not all of these are relevant to a static silo but this keeps the UI consistent.

    We will walk through each of the panels of functionality below.

    Settings

    As one can see there are four settings within the Settings area:

    The first two Silo Title and Silo Sub Title enable you to give a user facing name and description to the new department. Once saved these manifest themselves like so:

    The next two settings around about enabling you to control cosmetic appearances.

    CSS Class

    This setting has a default of 'silo-default'. But it is possible to contextualise this to the given department:

    We would not advocate this just for the sake of it but the benefit of having context sensitive silo classes is that you're able to style a given department in a unique manner like so:

    Using this means that you can associate icons and logos with a department in CSS

    So the icons, in the top right above, can be contextual to the department even if you later move them around below:

    Silo template base

    Within a department it is also possible to alter the view/layout of the questions and answers and there are two templates available:

    1) Tile based questions and answers

    2) Expandable questions and answers

    Importantly, you can have 1 layout for one department and different layout for another. I.e. Benefits could have expandable questions and answers and Housing could have tile based answers.

    This is what this setting controls.

    1) Tile based questions and answers

    The default is tile based answers, which will have the following value:

    ./silo-detail-template-tiles.html

    This makes the content within a department structured like a grid of 'tiles':

    This is a good option IF there are a lot of FAQs with short sharp answers.

    This is a BAD option IF there is a lot of content to ANY of the sections in there.

    2) Expandable questions and answers

    Set the setting to:

    ./silo-detail-template-faq-single.html

    To get the content for a department to span the full width of the page and have a height that scales to the content. See the example below, which shows that this function can still be used to show a grid but spans the full width:

    Nearly all councils using OneVu use the above layout for their content.

    Connection Requirements

    This is covered in the Dynamic Content Management section .

    Data Items

    This is covered in the Dynamic Content Management section .

    Data Tiles

    This is covered in the Simple Content Management section .

    Notification Configuration

    This is covered in the Broadcast > Set up section .

    Content Management - Simple

    Changing content

    OneVu enables you to change the content that is presented to your residents.

    First you need to go to OneVu Control. This function is only accessible by users that are part of a group that has the permission:

    • Management Access

    To access OneVu Control area, you simply need to add /manage to the normal OneVu login that citizens would access. E.g. if your onevu url was:

    The OneVu Control URL would be:

    Once logged in with the above permission click on:

    • Data Silos - from the left hand menu

    Within here is where all of your customisation changes for the content that a citizen will see in OneVu will take place. To access the content for a specific department simply click on the line that relates to that department. E.g. Council Tax:

    here
    here
    here
    here
    Data Silos - Council Departments to show in OneVu's Get Answers Fast screen
    Changing the order of departments
    Adding a static content based 'silo'
    Initial view when a static silo has been created
    Active silo banner
    Data Silo Settings
    How Data Silo Title and Sub title appear inside OneVu
    A differently styled silo in Get Answers Fast
    Icons associated with each department in CSS
    Tile based content
    Single - full width content
    https://onevu-council-test.azurewebsites.net
    https://onevu-council-test.azurewebsites.net/manage

    Connection Requirements

    Data being retrieved from back office applications needs to be done so in a secure manner. It is for that reason that in each department where data is retrieved from a back office there are 'Connection' Requirements.

    These connection requirements tell the silo (department) portal where to 'speak' with the back-office application and details of any security elements like a user name / password / database name etc.

    This is illustrated below for Licensing and integration to IDOX Uniform:

    Specific details on what goes in each of the fields will be covered in the relevant integration sections later.

    🌩️Integrations

    Nested Collections

    There are some times collections within collections.

    For example there could be a collection of financial years:

    2019, 2018, 2017 etc.

    Within each of these there is a collection of recovery stages:

    Bill, Reminder, Final etc.

    Within each of these recovery stage sections there are data items:

    Stage Effective Date, Balance Outstanding, Total Charge, Total Payments

    You can use the #each function more than once. For example:

    {{#each V2Account.CtaxDetails.FinancialYearDetail}}

    {{Year}}

    {{#each RecYrSummary}}

    {{Stage Description}}

    {{/each}}

    {{/each}}

    So you might end up with something like this:

    • 2019

      • Final

      • Reminder

    Bill
  • 2018

    • Bill

  • 2017

    • Summons

    • Final

    • Second Reminder

    • Reminder

    • Bill

  • Using back-office data

    Data Items

    The reason it's possible to manipulate and change the content in OneVu, even when it is based upon data from a back office system, is a result of the Data Items functionality.

    This section will cover what Data Items are and their usage.

    High Level Conditions

    Choosing what is shown at Data Tile level

    Within OneVu it is possible to only show content within a Data Tile if a set of criteria is met.

    Data Tiles could content an entire page's worth of content or be simple FAQs. So having the ability to choose which data is shown based upon a basic true false rule or based upon a vast combination of data items in a back office system can be enormously powerful.

    Data Item Collections

    Collections

    The most powerful things that you will do in terms of data presentation in OneVu will likely revolve around collections of data.

    A collection could, for example, be a list of payments, a collection of contact details, a list of all family members, a series of invoices, a list of documents issued etc.

    In order to be able to show collections of details, we need a different format to enable OneVu to understand that it is a collection. Let’s go back to our data item that had a zero:

    ${TransactionDetail.Payments[0].TransAmount}

    If we look, we might find that TransAmount is is just one of 9 pieces of data available for every payment made for council tax.

    Let’s say we wanted to show a list of all payments with these two fields

    PostedDate - TransAmount

    I.e. if the last three payments were made on the first of the month for 104.00 we want it to show:

    01/03/2020 - 104.00

    01/02/2020 - 104.00

    01/01/2020 - 104.00

    How can we do this?

    Handlebars

    The way we do this is using a format called ‘handlebars’. Or in lay terms two curly brackets around things. I.e. {{ Thing }}

    When working with collections what you need to do first is see where the [0] is. This is effectively telling you this is a collection.

    So for:

    We can see the collection is:

    TransactionDetail.Payments

    Because the [0] is after the word Payments.

    Now we know the name of the collection we need to tell it what to do with that collection. To do this we add an action/rule.

    What we are trying to do is show the date each payment was made and the amount. This is how we do this:

    Basically this is saying for each payment made show PostedDate and TransAmount separated by a hyphen.

    So if you want view contents in a collection you will use:

    To tell OneVu to retrieve contents from the collection for each row in that collection.

    You then place the actual name of the field i.e. TransAmount inside double curly brackets. So if we additionally wanted to show the payment transaction description (TransDescription) and payment reference (Reference) we would do this:

    Giving a result like this where there were three payments in the collection:

    Simple Item Formatting

    Sometimes (a lot of the time!) back-office systems provide data in a format that you wouldn't want to show the customer. E.g.

    E.g. Next Payment Date for Benefits is returned with a timestamp:

    01/01/2017 00:00

    So clearly we want to be able to cut that out.

    Within the editor it is possible to format the answers using extra snippets of text.

    Convert a date to drop the timestamp

    The following illustrates the Next Payment Date example above. One can see that to remove the timestamp the highlighted part needs to be added to the end of the Data Field in question:

    ${NextPayment.Date.ToString(“dd/MM/yyyy")}

    I.e. copy and paste this:

    ${TransactionDetail.Payments[0].TransAmount}
     {{#each  TransactionDetail.Payments}}
     {{PostedDate}} - {{TransAmount}}
     {{/each}}

    Arrays of data

    Sometimes when you click on the copy button for a data item it will look like this i.e. contain [0] within it.

    ${TransactionDetail.Payments[0].TransAmount}

    If there is a [0] inside a data item, it means it is actually part of a collection and cannot be used by itself. I.e. in the above example the field we are trying to show is transaction amount for payments.

    The reason why this won’t work is because there could be hundreds of payments. I.e. the copy/paste function is useful where it is a set thing but for collections we can’t use this.

    EXCEPTION TO THE ABOVE RULE

    There is a slight exception to the rule in that it IS possible to show the first / last item in a list. I.e. let’s say there were 100 payments but we were only interested in the most recent one. We can do this:

    ${TransactionDetail.Payments.Last().TransAmount}

    Or we can do this if the order is the reverse of what is expected:

    ${TransactionDetail.Payments.First().TransAmount}

    {{#each Whatever.TheCollectionNameIs}}
     {{#each  TransactionDetail.Payments}}
     {{PostedDate}} - {{TransAmount}} - {{TransDescription}} - {{Reference}}
     {{/each}}
    01/03/2020 - 104.00 - Direct Debit - 12347
    01/02/2020 - 104.00 - Direct Debit - 12346
    01/01/2020 - 104.00 - Direct Debit - 12345
    .ToString(“dd/MM/yyyy")
    to the end of the template field that is a date.

    You can break a date into its constituent elements:

    The following will convert the date into just the date of the month:

    ${Claim.Hb.Entitlement.StartDate.ToString(“dd")}

    This will convert the month e.g. 10 to the month into the word October

    ${Claim.Hb.Entitlement.StartDate.ToString(“MMMM")}

    And this will change the date to only show the year e.g. 2018

    ${Claim.Hb.Entitlement.StartDate.ToString("yyyy")}

    Convert a long decimal to only have two decimal places

    In some cases the back office APIs actually provide an answer like this: 1244.0323232

    Whereas obviously you would want the customer to see: 1244.03

    The following will ensure that this formatting is applied to the value:

    ${PropertyBand.FullYearCharge.ToString("f2")}

    The following illustrates examples of this:

    What to add

    Example

    What it changes it to

    .ToString("C")

    100

    £100.00

    .ToString("F2")

    100

    100.00

    .ToString("dd/mm/yyyy")

    03/12/2018 00:00:00

    03/12/2018

    .ToString("dddd, dd MMMM yyyy")

    E.g. Adding .ToString("dd/mm/yyyy") to the end of the Data Item NextPayment.Date:

    This ensures the date will be presented like 03/08/2021 not 03/08/2021 00:00:000 which is what we get from Civica and Northgate systems.

    Data item calculations

    Sometimes the answer provided back from back office APIs is in a format one would not want to show the customer.

    Sometimes you might want to show data that is retrieved from the back office in a different way. OneVu now has the ability to do calculations to derive a value that is not present in the back office APIs.

    For example, entitlement to benefit is always passed as a weekly value. But what if you wanted to show this as a monthly value for someone that is paid monthly.

    So let's say you wanted to show this:

    • You are entitled to: £100.00 per week

    • This is the same as: £433.33 per month

    The back office APIs for all three back-office systems will give the value weekly so there will be a data item for weekly HB entitlement. As we want to show the monthly value we can do a calculation to get this.

    The following is an example Data Item for weekly HB award (Capita back office)

    ${Claim.Hb.BenefitAward.AwardAmount}

    To calculate the monthly amount I use the following:

    ${(Claim.Hb.BenefitAward.AwardAmount * 52 / 12)}

    Therefore to do a calculation one needs to add regular brackets () around the data item name and the calculation to be done. So in this case it will automatically multiple the weekly value by 52 and then divide that by 12 to get the monthly amount.

    If it were a council tax benefit award you might want to show it as an annual award so:

    ${(Claim.Hb.CouncilTaxAward.AwardAmount / 7 * 365)}

    I.e. the value is being divided by 7 to get the daily award and then multiplied by 365.

    Calculations can be as complex as you like. The only thing that's important is understanding the format that needs to be used. In the following example, say we want to calculate:

    Weekly Council Tax Charge - CTS non dep deductions - (20% of Excess Income) to get to the CTS award.

    The following is the calculation for this:

    ${

    (

    (CurrentEntitlement.Lcts.Breakdown.Weekly

    -

    CurrentEntitlement.Lcts.Breakdown.NonDepDeduction)

    -

    (CurrentEntitlement.Lcts.Breakdown.ExcessIncome * 20 / 100)

    )

    }

    I.e. the two separate calculations need to be inside brackets. And the overall calculation needs to be inside brackets too. Also of note in the above is that is possible to add / subtract / multiply / divide back office values together.

    Cool Example

    The following example does rely upon you having some knowledge of HTML / CSS but illustrates that with little effort something v nice can be achieved:

    Here is what was added and on the right is what the user sees. Basically we are creating a pie chart. And the pie chart wedge is being filled by the amount of their housing benefit entitlement as a percentage of their rent. We can see the weekly HB amount is divided by the weekly rent and multiplied by 100 to calculate it as a percentage:

    <div class=“awesome">

    <div class="pie"

    style="width: 200px;

    height: 200px;

    border-radius: 50%;

    background: conic-gradient(var(--accent-color) 0, var(--accent-dark)

    ${

    (

    (Claim.Hb.Entitlement.WeeklyAmount /Claim.Hb.Entitlement.WeeklyLiability)

    *100

    )}

    %,

    var(--main-color) 0, var(--main-color-dark) 100%);”>

    </div>

    The only limitation with calculations is that it cannot be used on arrays/collections of data.

    ${NextPayment.Date.ToString("dd/MM/yyyy")}

    03/12/2018 00:00:00

    Monday, 3 December 2018

    Collection Item Formatting

    Sometimes you need to format items that appear within a collection. The way you do this is slightly differently. Namely in front of the item you want to format you need to put:

    formatToString

    After the item you indicate the format, which is the same as previously. So 'C' will change an item to appear in currency format e.g.

    {{formatToString TransactionDetail.Statement.ADecimalField 'C'}}

    Means it will be displayed like so e.g. £123.45 even if what we got back was 123.4550534

    Equally a date would be like so:

    {{formatToString TransactionDetail.Statement.SomeDateField 'dd/MM/yyyy'}}

    Pie chart driven by data items from a back office system

    Changing Mobile Number

    Changing mobile number, is similar to email in that you simply provide the new number and press update:

    Similar to a change in email, until the customer has validated (this time via a code) the phone number change, it will not be implemented.

    If a person attempts to change their mobile number to one already in use they will face an error message telling them they cannot do this.

    Changing Email

    When one wants to change their email address it is more involved than just a name change because this is generally how people login.

    So the initial screen to change the email is the same:

    Email Change UI

    But once they've done this the citizen will need to confirm the change by clicking a verification email in the email account that they have changed the service to. Until they do the following message is presented:

    Message to highlight confirmation is needed to complete the change

    If a person attempts to change their email address to one already in use they will face an error message telling them they cannot do this.

    This is customisable help / guidance, which is changed by the setting:

    Optional notice displayed on Profile Email change, for example, when a change of address form is also required

    As documented here:

    Settings - OneVu

    Track My Requests

    One of the primary reasons that alternative citizens accounts fail to engage customers effectively is that they don’t answer one of (if not the most) common questions customers ask.

    “When will something be done?” I.e. “When will my benefit claim be sorted?”

    Many customers interactions with the council will solely be to report something or request something. If they can’t track its progress of said request online the value of having an account is inherently reduced.

    So when a customer completes a form it is possible to allow them to track the progress of their request. I say it is possible because not all requests would require tracking because of the levels of automation IEG4’s online forms afford. I.e. a person setting up a direct debit may not want to track this because as soon as it is submitted the Direct Debit is set up in full.

    The following shows the Track my requests area for a customer that has submitted two forms:

    Track my requests illustrating two trackable processes

    The customer can see - at a glance, when they started the form and the target date for it to be completed. Just like tracking a parcel the customer can see the eta for completion. The target date is driven by user set SLAs that can be customised for every single service type.

    This functionality alone inherently should reduce the number of calls to contact centres/customers services.

    Process Detail - Steps

    If a citizen clicks on one of these they can then see the current stage of the process:

    Within here one can see there are three stages to the process. Again, using our parcel tracking analogy this is similar to knowing when it has been dispatched, is en route and has been delivered.

    It is important to note that the stages of the process are customisable and can be as many or few as required. The Target is derived from the sum of the SLA that is set for each process.

    So if the SLAs for three stages were:

    Stage 1 3 days

    Stage 2 2 days

    Stage 3 3 days

    The overall SLA would be 8 days and would thus inform the target from when the form was submitted. Plus, though the SLAs can take account of weekends if desired and so the Target Date would be calculated as 8 working days after submission.

    Importantly, the target is dynamic so that if a process is completed quicker than expected i.e. Stage 1 took 2 days instead of three the subsequent steps and therefore target date would automatically update to reflect this.

    Finally, in terms of the steps, it is possible to:

    • send automated

    • trigger a

    When a step is started or completed.

    The setting up of the process and its stages/SLAs is all done in OpenProcess. For more information on OpenProcess jump here:

    Process Detail - Notes

    One of the greatest insights we had when building the track my requests functionality was that it would be great if the customer and council could converse with one another through their OneVu account about their request. So the Notes function was added to allow:

    • Councils to request information/ask the customer questions about the information in the request • Citizens to provide answers to any questions

    This functionality can completely replace the thousands of letters/emails sent to customers with:

    • significant saving to the council • improved value to having an account to the citizen

    Whenever notes are added by the Council, the citizen is notified via their preferred channel (as set in their profile) and, if a citizen adds a note, the council officer working on their request is notified via email too.

    Process Detail - Documents

    Complementing the ability to request info/supporting documentation is the ability for citizens to upload evidence / documents pertinent to their request.

    The Council can also use this to provide documents back to the citizen and thus further save on paper / printing / postage for things like licenses and letters to be provided back to the citizen.

    If a customer uploads evidence the council officer working on their request is notified by email and vice-versa the citizen is notified via email when the council adds a document to their account.

    Lastly, the citizen can also see the online form they completed and any uploads they did whilst completing the online form.

    Upload Max Size Limit

    The default maximum size limit for uploads to OneVu is 12MB per file.

    custom notifications to customers
    REST API call
    Building Processes
    Process Steps
    Process notes
    Adding a document to OpenProcess
    Documents associated with a process

    Changing Contact Details

    This functionality enables one to change/add:

    • Email Address

    • Mobile Phone Number

    • A link to your Facebook Messenger account

    • A link to your WhatsApp service

    This screen is illustrated below:

    From OneVu 2.17 - Additional Phone Number

    It is now possible to hold a secondary phone number against a Customer Account. This is designed to be used for a home landline number and is not required to be unique. The Additional Phone Number is available in the Contact Details section of the Profile tab.

    Linking to Messenger

    Adding/Removing Facebook Messenger link

    A user is able to link their OneVu Profile to their own Facebook Messenger account to enable this to be their preferred notification channel:

    Once the citizen follows the steps above this will change to verified as shown:

    Verified Link To Facebook Messenger

    In order for this functionality to be used the council must have already provided the necessary details to make this functionality visible. More details here:

    Linking to WhatsApp

    Adding/Removing WhatsApp link

    A user is able to link their OneVu Profile to their own WhatsApp service to enable this to be their preferred notification channel:

    Once the citizen follows the steps above it will then be possible to set WhatsApp as the preferred notification mechanism.

    In order for this functionality to be used the council must have already provided the necessary details to make this functionality visible. More details here:

    WhatsApp Messages
    WhatsApp Link
    Messenger Messages
    Contact Details page

    Yotta Mayrise

    We integrate to Mayrise via the following online services:

    • Report a Missed Bin

    • Request a Bin

    Waste

    Housing Rents/Repairs

    Notification Preferences

    Generally, this area is about setting one's preferences for notifications. By default there is only one function that appears in here. This is:

    Progress updates for my service requests

    And is illustrated below:

    This enables a citizen to choose how they should be notified about service requests that they are tracking. So if a notification is issued because a step completes, a note or documented is added, this will be the method it will be sent.

    Note that in the above there are two options for this SMS and WhatsApp. Email is not present because they do not have an email address, as the account was created using a mobile phone number only.

    The important thing to learn is the options available are dictated by the data available in the profile.

    The Health, Wellbeing and Leisure updates zone is a type of that requires one to be licensed for .

    The Council Tax and Housing options are types of that also require one to be licensed for .

    Family and Friends

    In order to maximise digital usage and reflective of the fact that sometimes people care for/assist others we have a function in OneVu, which allows a user to 'share' access to their OneVu account.

    This is shown below:

    The top half relates to being able to share your account with someone else / multiple others. The second half pertains to those that have shared privileges with you. So in the below there are three accounts being shared with a person and they are sharing their own account with one other person:

    When a person clicks the 'Share My Account' button they will see the following:

    If no account is found the citizen will informed of this. Where they are the following will appear to enable them to share access to their account:

    In the above example, however, John McMahon has been found based upon the email address entered and a 'Share' button presented. Once clicked this will show as follows:

    I.e. John will have to accept this access in his own account first. When John logs into his own account and clicks into Friends and Family area he sees this share request:

    In the above we can see John has pending requests to both have access and give access. Once he approves and thus gains access to the account where he was granted access, the status is updated and a new nav bar appears in OneVu:

    By default the right hand option remains on 'Viewing your own account' but this is a toggle to jump between your account and those that have shared access to their account.

    The following shows the one account John currently has shared access to - but clearly if say this were a Councillor/carer they could have access to multiple accounts.

    Once selected John is now able to view Jerry's OneVu account and you'll notice the Friends and Family nav bar has changed to purple in colour to highlight this with a button to go 'Back to my account':

    Points of note:

    1) A person accessing someone else's account cannot a) change their email address or b) for security reasons access the person's Friends and Family to share access with others

    2) When a person is provided access they have access to everything in OneVu as if they were that person

    3) Access can be revoked at any time:

    Changing Date of Birth

    It is possible to add/edit date of birth and to ensure accuracy there's a built in date picker:

    Updating a DOB

    Citizen Timeline

    Like the timeline available to council staff in Customer Service Vu, citizens can see activities on their account in a single timeline. This is accessed from their profile at the bottom as shown below:

    This timeline will show entries chronologically with the most recent updates at the top. There is the ability to filter the timeline for specific entry types and this also illustrates the different types of entry in the timeline:

    Timeline Entry Types

    The following table lists each of the timeline entry types and what they mean

    Timeline Entry Type
    Description

    The benefit of the filter of course is that it means you can quickly hone in on specific entry types.

    MyAccount

    My Account is a great function that is unique to OneVu in local government. It enables one to link my favourite content from any department into my very own personalised view.

    Before a citizen has 'pinned' anything to their own dashboard, it will be blank. However, via the OneVu Setting:

    My Account empty message

    It is possible to add a message to present to customers what they can put in there and 'sell' the function. The following illustrates and example of this.

    H

    HTML and embedded CSS can be added via the setting "My Account empty message" for richer messaging like above.

    Adding / Removing Content To/From My Account

    In order to add content to 'My Account':

    a) The functionality must be enabled by IEG4 Support - please do so here if the the functionality is not visible:

    b) Click to add it / remove it with the buttons as shown below:

    I.e. The buttons below each piece of content will reflect the current status of it. If it has already been added to 'My Account' it will say 'Remove from My Account' and vice versa.

    Once a citizen has done this they'll be able to see their own pinned content. Below someone has data coming from back office Council Tax and Housing Repairs applications to populate their own My Account Dashboard:

    GOV.UK Pay

    We provide the ability to integrate to GOV.UK Pay as a no code service within eDesigner.

    Details here:

    Profile

    This area provides users with the ability to:

    1. Change their name

    2. Change their contact details

    3. Change their date of birth (if entered incorrectly at registration)

    Features and Benefits

    Features

    • Local Authority Digital Transformation toolkit - no code council control

    • 'my account' customer account single sign-on via social media/email/mobile

    Civica Pay - eStore2

    We provide the ability to integrate to Civica Pay as a no code service within eDesigner.

    Details here:

    Personalised and customisable content for individual citizens

  • Fully mobile-responsive with custom CSS to enable multiple 'states'

  • Citizens can search for online forms, see those started previously and those which are completed

  • Online forms are pre-populated with the citizen's profile data

  • Track the progress of requests including being able to:

    • See the steps within the process, the SLAs for the steps and process

    • View/add notes to the process

    • View/add documents to the process

  • Generic and dynamic notifications function (Broadcast) for highly personalised citizen engagement

  • Sophisticated native integration with back-office systems

  • Powerful in built case management, workflow and document management

  • Wellbeing functionality to enable effective self-serve social prescription

  • Benefits

    • Quick, simple sign-up procedures ensure high levels of take up

    • Personalised information and progress checking removes need to contact council

    • Citizens can access all departments with one login maximising the likelihood of digital usage and minimising call centre contacts

    • Citizens can access the information they need quickly

    • Mobile-responsiveness, and great UX and CX, promotes wider take-up

    • OpenProcess enables councils' own processes to be built

    • Citizen alerts via SMS, email, WhatsApp, FB Messenger encourages take-up / increase value of accessing services through the digital channel

    • Gov.UK Notify integration means SMS/letters costs are reduced

    • Access to LGaaP provides 'Council in a box' for forms

    • End-to-end transactions, facilitates avoidable contact, speedier service

    • Improved citizen outcomes and reduced statutory services costs where Health and Wellbeing functionality deployed

    Yotta Alloy

    We integrate to Alloy via the following online services:

    • Report a Missed Bin

    • Request a Bin

    • Request an Assisted Collection

    This area is the starting point of a focus on delivering carer/social services based functions and, whilst it is already really great, it is very much going to evolve over time.
    Additional navigation bar when one has access to someone else's account
    Viewing someone else's account

    Profile Updates

    This includes changes to name, date of birth, address, contact details.

    Facebook

    This will record that a citizen's account has been linked/unlinked to/from their Facebook account.

    Logged In

    A entry will appear to illustrate each login by the citizen

    Document Download

    Whenever a citizen downloads a document e.g. a council tax ebill it will appear in here along with the document name that was downloaded.

    New document notification

    When a citizen is sent a notification e.g. a council tax bill or benefit notification it will log this against the timeline.

    Broadcast Article Sent

    When a citizen is opted into receive generic notifications () via Broadcast any notifications sent to them will be logged in here with this entry type.

    Notification Preference Changed

    If someone changes how they'd like to be contact the details of which notification and which method they have updated it to will be added to this entry.

    Successful/Unsuccessful Notification

    Where a notification to the citizen is successful or not it will be logged here.

    External

    There is a OneVu Timeline API and if this is called by a third party application it will be marked as 'External'

    Notes

    Any notes added will appear with this entry type and the type of note will also appear

    Call Finished

    Whenever a contact (call or face to face) is ended it will appear here along with the service area, contact type, avoidable contact reason.

    Call Started

    Whenever a contact (call or face to face) is started it will appear here along with the location of the contact.

    Account Created

    This will appear only when the account is initially created

    Form Completed

    When a form is submitted it will show here with the name of the form being present.

    Change their address

  • Change their notification preference(s)

  • View their own timeline of activity

  • Grant/revoke trusted access with another party

  • View bookmarked services (where Your Area - Community Directory is licensed)

  • This is illustrated below:

    OneVu - Your Profile

    generic notification
    Broadcast
    eNotifications
    Broadcast
    Add to / Remove from My Account

    Northgate

    Unlike traditional, silo (council department) specific self-service portals you are in control of:

    • What content shows

    • How it shows I.e. the layout and style of the content

    • When it shows I.e. you can add conditional rules to show/hide content based upon criteria

    Registration

    In order to access data the citizen needs to answer some security questions.

    The security questions for this functionality are:

    • Last name

    • Payment reference

    • Date of Birth

    What does it provide?

    The service enables Housing Rent/Repairs information on:

    • Tenancy Details,

    • Property Details,

    • Household Details,

    • Contact Details,

    To be provided to tenants.

    Rent Account Details

    • Rent Account Transactions

  • Non Rent Account Details

  • Repair Details

    • Works Order details

    • Job Details

  • see here

    Landlords

    Licensing

    Health

    Whitespace Powersuite

    We integrate to Whitespace Powersuite via the following online services:

    • Report a Missed Bin

    • Request a Bin

    • Request a Bulky Item Collection

    Bartec Collective

    We integrate to Bartec via the following online services:

    • Report a Missed Bin

    • Request a Bin

    • Request a Bulky Item Collection

    • Request a Clinical Collection

    Benefits

    Business Improvement Districts

    Concessionary Travel

    Civica

    Unlike traditional, silo (council department) specific self-service portals you are in control of:

    • What content shows

    • How it shows I.e. the layout and style of the content

    • When it shows I.e. you can add conditional rules to show/hide content based upon criteria

    Registration Details

    The following security answers are required in order to register for the Capita Benefits self serve integration:

    • Surname

    • National Insurance Number

    • Claim Reference

    • House Number

    What does it provide?

    The service enables Benefit Claim information on:

    • Next Payment/Last Payment Details,

    • Award Amounts,

    • Statement of Calculation Data,

    • Overpayment Details

    To be provided to claimants.

    Civica APP (Flare)

    Using eDesigner's eMapper function multiple councils have successfully integrated the platform with Civica APP to create jobs for:

    • Missed Bins

    • Request a Bin

    • Bulky Collections

    Capita

    Because landlords can see the details of multiple claims there is a two stage process.

    1) First to register

    2) A dynamic search function that checks whether than landlord is still permitted to view the details of the claim

    Registration Details

    The following security answers are required in order to register for the Capita Benefits self serve integration:

    • Creditor ID

    • Payee Name

    • Last Payment Amount

    What does it provide?

    The service provides landlords with information on:

    • Next Payment Amount and Date

    • Payment History

    • Notification History

    • Payment Schedules (NB - you need to create these and import them to OneVu)

    And where the landlord is the current payee they can see the current award amount, the status of it and whether there is a benefit cap.

    Civica

    Civica's APIs are, like nearly everywhere else, relatively limited in function. Therefore the functionality provided is slightly different from Capita and Northgate.

    A landlord needs to register as expected and once logged in they can see details about themselves and payments made to them on behalf of their tenants.

    Registration Details

    The following security answers are required in order to register for the Benefits self serve integration:

    • Landlord Reference

    • Landlord's Business Address Postcode

    • One of their tenant's claim references that is currently in payment

    What does it provide?

    The service provides landlords with information on the landlords contact information and also a breakdown of all payments made to them.

    Northgate

    Unlike traditional, silo (council department) specific self-service portals you are in control of:

    • What content shows

    • How it shows I.e. the layout and style of the content

    • When it shows I.e. you can add conditional rules to show/hide content based upon criteria

    Registration

    The security questions for this functionality are:

    • Business name

    • Account Number

    • Postcode

    What does it provide?

    The service enables Business Improvement District account information on:

    • Balances,

    • Instalments,

    • Recovery,

    • Billing,

    To be provided to businesses.

    Reliefs

    Postcode

    Benefit Notifications

    Symology

    Symology Insight is an asset management application used by ~60 local authorities.

    IEG4 has provided powerful no code integration to this application, which includes the pushing and pulling of data between an eDesigner form and the Symology Insight application.

    The functionality largely extends the functionality of the existing maps plug in, but importantly also enables jobs to be pushed to the back office.

    The high level functionality includes all of the following functions without any code:

    • Enhancements to the map control with the ability to:

      • Visualise the Council's Boundary and provide an error if the user selects somewhere outside the council

      • Import / Show Asset detail from Symology and control what is shown per asset type

      • Select an asset to report an issue with it

      • Import / Show outstanding jobs held

      • Report an adhoc - non asset based issue

      • Present a message where it’s a TFL Asset

    • The ability to create a job

    You can read more here:

    Address Look Ups

    GOV.UK Notify

    GOV.UK Notify is used to send emails and text messages in both of the following products:

    OneVu to send registration text messages where a person is signing up with mobile number

    OpenProcess - for progress updates and notifications

    Broadcast - for eBilling / eNotifications / generic notifications

    Bing Maps

    For those councils licensed for the eDesigner GeoPack, which includes:

    • eDesigner Geo Plug-ins

    • OpenProcess Geo Plug-ins

    • OneVu MyArea

    It is possible with no code to:

    a) Add a Bing Maps control to your online forms to capture geolocation

    b) Push/pull geolocation data captured on the map into/out of OpenProcess

    Read more here:

    Ordnance Survey - Places API

    In early 2021, Councils became able to use the Ordnance Survey APIs to search for addresses at no cost.

    These APIs are documented here:

    Reflective of this, IEG4 has created a no code address look up function that is fully integrated to these APIs and this enables non-technical staff to add an address look up to all of their forms.

    To add the address look up it's as easy as adding a section and selecting the address selection per below:

    Address Section

    The ability to place an address search into forms that is able to search the entirety of the UK:

    The default option, now that it is free to councils is 'Ordnance Survey'.

    Simply click to save and you've set up an address section, which is capable of integrating with the Ordnance Survey.

    Address Lookup Style

    There is a setting that controls the style of the address look up. The setting is:

    AddressLookupStyle

    The two modes available which needs you to set them as the value for the above setting.

    • TypeAheadSearch (this is the default)

    If this option is enabled, as the user types in an address or postcode, it will instantly start searching for addresses.

    This provides a smart way of dynamically getting the results as the user enters their address.

    The speed of the API can mean that sometimes it takes a while for the results to refresh and so if you find this, we'd suggest using the 'Postcode' method.

    • Postcode

    If this option is selected the customer needs to enter a postcode and then physically click a search button.

    We'd recommend using this method.

    Notes

    If the setting is not present, you simply need to use the Create button at the bottom of the Form Management > Settings page to add it and set its value to your preferred style.

    This can be added at either form level or at global level (not form specific) in your form settings.

    Prerequisite

    In order that this can be set up by the IEG4 team, we need to have the council's API key for this. This is free to councils now and simply needs you to create an account per below:

    If you are a Public Sector Geospatial Agreement (PSGA) member you can access and use the OS Places API (excluding Match & Cleanse) for free via the OS DataHub. Register for an account or login at

    .Once you have this simply provide the details to IEG4 support:

    OAuth2 - Identity

    The OneVu platform uses the open source identity server

    Which supports OpenID Connect:

    And OAuth2:

    Leveraging these standards in the same way that organisations like Microsoft, Google and Meta (Facebook) have means that we are able to offer the ability to 'Sign in with...' each of these.

    I.e. a citizen can create a OneVu account using their credentials held in one of those platforms.

    Adding static content

    Adding Data Tiles

    Once you've added a department, or clicked on an existing department in OneVu Manage > Data Silos, you simply need to click on the bottom section called Data Tiles. 

    In there at the bottom of this section is an 'Add' button:

    Click this and you will then see this:

    Bookings

    https://help.ieg4.comhelp.ieg4.com
    https://help.ieg4.comhelp.ieg4.com

    Dynamic Content Management

    The greatest strength of OneVu is in the ability for you to control:

    • what content you show to people

    • when content should be shown (based upon conditions/rules)

    • how content is shown

    The sub-sections will illustrate how you can do this.

    Maps / Assets

    Here there are three options provided. The eye symbol controls whether it is shown or not - this defaults to false so needs to be updated to be true to be shown.  Visibility rule information can be found here:

    Here there are three options provided. The eye symbol controls whether it is shown or not - this defaults to false so needs to be updated to be true to be shown.

    • The tile title is the question

    • The tile value is the answer

    Titles are plain text but answers can be:

    • Plain text

    • Markdown

    • HTML based

    The following provides an explanation of markdown and the question later on how to add a button illustrates the HTML option:

    Markdown

    A full guide to markdown can be found here but the following are likely the only things one would require. Markdown enables you to add simple markers that make the text formatted in a certain way.

    Placing a # before content makes it behave like a header and so increases its font. The number of # symbols as the guidance below shows decreases the font size:

    # Very Very Large text

    ## Very Large text

    ### Large text

    Bullet points can also easily be added in markdown as follows:

    - Item1

    - Item2

    - Item3

    I.e. a hyphen then a space and then an item. 

    More on markdown can be found here: https://docs.gitbook.com/editing-content/markdown

    HTML

    HTML is what internet web pages are made up of and so there is literally no limit on what the content of an answer could look like if HTML is used. The following link provides a link to the internet standards body W3C where there are loads of useful tutorials on how to use HTML.

    Adding buttons

    In order to have buttons that open up an online form or web page, we need to leverage the power of full HTML. The reason is that this provides the flexibility to do things in different ways and because the style of things like buttons seamless pick up the existing council branding.

    To save anyone learning HTML (!), we have provided examples of HTML where it is simply a case of changing the URL and wording of the button.

    Button that opens a web page

    Note that this can be a link inside or outside of the council e.g. gov.uk.

    It's good practice when adding HTML to ensure you use aria-labels wherever possible. These help with accessibility and guide users with visual impairments.

    Button that opens an IEG4 online form inside OneVu

    The button HTML is relatively similar except that the URL to be used needs to know the form number specific to the form in question. To get this you need to start the form you want the button to link by using the ‘Browse All Forms’ option within the citizen view of OneVu.

    Here we’ve clicked on a form for Benefit change in circumstances in eGovHub Manage and the Url is as follows:

    The form number is therefore 39. The HTML for adding a button that links to a form is:

    From OneVu 2.17 - Forms that open in a New Window

    Two important changes have been made from this release:

    1. It is now possible to create a link from Get Answers Fast to open a form in a New Window. This is especially useful where the form has payment integration and needs to be opened independently of OneVu.

    2. Previously, where forms were set to open in a New Window and the user opened the form from Submit a Request, the form did not always open where pop-up blockers were enabled on the user’s device.

    New Window FAQ form link button

    A method has been added to launch a form in a New Window from FAQs in Get Answers Fast.

    The format of the new FAQ button link is as follows:

    <a href="#do-it-online/form/[Form Number]/faq" class="btn btn-sm btn-primary">[Button label]</a>

    Using this method will alter some of the standard behaviour as follows:

    · The form will always open in a New Window (it will not use the form configuration in eGovHub)

    · The form will always be opened from scratch (it will not check for in progress forms of the same type)

    · The user will be prompted to confirm it is ok to open the form in a New Window

    Standard FAQ form link button

    Using the existing method for creating a form link from FAQs will work as follows:

    · The form will always use the configuration from eGovHub to determine how to open the form

    · If the form is set to New Window AND it is detected that the user has pop up blockers enabled, there will be an alert to the user to turn off pop up blockers (Note: if using New Window it is recommended that you use the new method of adding a form link instead)

    Submit Request - Find Form / Browse All Forms

    Opening forms from Submit a Request will work as follows:

    · There will always be a check of the form configuration in eGovHub to determine how to open the form

    · If the form is set to New Window AND the device used is detected as a Mobile or Tablet

    o There will be no check for In Progress forms of the same type

    o The user does not need to confirm ok to open in a New Window

    · If the form is set to New Window AND the device used is NOT detected as a Mobile or Tablet

    o There will be a check for In Progress forms of the same type

    o The user does not need to confirm ok to open in a New Window

    · If the form is not set use a New Window it will always check for In Progress forms as before

    Changing the order of questions

    When you add a question you will often want to move it up the list to a place where it is more visible. Doing this is simple, as there are up down toggles on the left hand side as shown here on the left.

    Arrows to move content up and down

    Just clicking up or down does this and it happens in real time. So no need to save afterwards just ensure the visibility is set to true etc.

    Add a Data Tile
    Data Tiles - An empty content section
    High Level Conditions
    www.osdatahub.os.uk
    https://help.ieg4.comhelp.ieg4.com

    DfT Blue Badge

    We provide bi-directional integration with the Department for Transport's API for Blue Badges.

    You can read more about this here:

    Microsoft Bookings

    Microsoft Bookings is a new service that comes as a part of Office 365 and provides an effective way for organisations to quickly and easily schedule bookings using the same user access that is already available through Outlook etc.

    With no code it is possible for a user to add a calendar to a form which is pre-populated with available appointments for a given service.

    When the user selects a given service e.g. Building Control Inspection/Pest Control, they will then see a set of appointments to choose from.

    Once the form is submitted that appointment will be created within the Microsoft Booking system.

    The summary of the function provided is as follows.

    The ability:

    • to add authentication details in settings to connect to their Microsoft Office 365 Booking account

    • for a council officer to select which service(s) from the Microsoft Booking service to use in the form

    • to choose which data from the service detail that can be shown to the citizen

    • to show a responsive set of slots for the citizen to select from

    • where the payment function is licensed, to take a payment before the appointment, is created i.e. if payment fails, the appointment is not created and the citizen is notified of this.

    Note

    Microsoft Bookings is available as a part of a subscription to Microsoft 365 Business Standard (formerly Office 365 Business Premium) and is the service the above is provided for.

    Registration

    Where a back office application is being linked to a person will need to answer security answers present within a registration section to gain access.

    The security questions asked differ from one department to another and reflect the different data sets that exist in each back-office application.

    E.g. The following are the questions in the registration section for Housing:

    Northgate Housing registration fields

    These are the questions for registering for Taxi Licensing access:

    IDOX Uniform Taxi Licensing registration fields

    The registration fields themselves are hardcoded as they have been designed to securely and consistently prove someone should have access.

    However, if the small 'pencil and pad' icon immediately to the right of a question is clicked it becomes editable. This enables questions to have guidance added. Or to make the format of the answer more obvious.

    Simple Data Items

    When you look at a department that can be personalised e.g. Council Tax, which is capable of retrieving data about people, financial and property-based data, there will be a section in OneVu control called ‘Data Items’.

    Data items are effectively pieces of data that can be retrieved from a back office application.

    The simplest of data items to work with are items that have a specific value. For example council tax band, next benefit payment amount, licence expiry date are simple examples of data items. If you open the Data Items section for a department there are relatively logical groupings.

    If you expand one of these we can see fields of data that we might use to answer a question/shown the citizen. E.g. you might see a data item for Band within a PropertyDetail section.

    So if we wanted to show this data within OneVu to citizens, it is as simple as clicking the burgundy button with the copy/paste icon on it below the 'Path' column. Then pasting the copied content into a Data Tile:

    https://help.ieg4.comhelp.ieg4.com
    Change of Address | Citizen Facing Formsieg4.gitbook.io
    Change of Address Details
    <a 
    href="Web page URL goes here" 
    target="_blank" 
    class="btn btn-sm btn-primary" 
    aria-label="Read more about a thing here"
    >
    Button text goes here</a> 
    https://onevu-ieg4.net/#/do-it-online/form/39 
    <a 
    href="#/do-it-online/form/39" 
    class="btn btn-sm btn-primary”
    aria-label="Report a benefits change in circumstances"
    >Tell us about your change</a> 

    As you can see when you paste a Data Item in, it is surrounded by these bits of text: ${ }. These go around data items so OneVu knows to distinguish them from regular text.

    Whilst you can always use the copy/paste mechanism, it is possible to work the format of a token out based upon the section it is in.

    E.g. when one expands the Data Item Grouping called AccountDetails, there is another expandable section called Balance. Inside that is a data item called AccountBalance. So because the hierarchy is:

    AccountDetail > Balance > AccountBalance the format of the data item would be:

    Data Items - Logical Groupings of Data Available in Northgate Council Tax
    Expanded Data Item Section Showing Available Data Items
    ${AccountDetail.Balance.AccountBalance}
    Illustrating a Data Item present in content
    WhatsApp Messages | OneVu Digital Platformieg4.gitbook.io
    WhatsApp | OneVu Digital Platformieg4.gitbook.io
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    Messenger Messages | OneVu Digital Platformieg4.gitbook.io
    Call Validate - ID Checking | Citizen Facing Formsieg4.gitbook.io
    Risk Based Verification | Citizen Facing Formsieg4.gitbook.io
    Risk Based Verification | Citizen Facing Formsieg4.gitbook.io
    Bank Account Validation | Sort Code & IBAN Validation | Loqate | GBwww.loqate.com
    Facebook Messenger | OneVu Digital Platformieg4.gitbook.io
    Address Capture | Real-time Address Lookup Software | Loqate | GBwww.loqate.com
    Loqate Address Look up info.

    Settings

    Against every Department there are four settings as shown here for the Benefits department:

    Silo Title

    This is the name of the department as presented to citizens online

    Silo Sub Title

    This is the description presented to citizens below the department title.

    CSS class

    This allows you to set a custom CSS class for department content. The only real use case there is for this is where you wish to have dramatically different CSS from one department to another.

    Silo Template Base

    This controls the layout of data tiles. There are two options:

    • Full width content

    • Responsive cards

    To change this you need to update the value of this to be:

    Full width content

    /silo-detail-template-faq-single.html

    Responsive Cards

    By default the format of questions and answers will be boxes that contain both the question and answer.

    This is the template to use if you want this approach:

    ./silo-detail-template-tiles.html

    This format is OK if you have short questions and answers but in general you are best to update this to be expandable questions and answers.

    .

    https://ieg4.gitbook.io/citizen-facing-forms/shared-features/onevu-integration#onevu-search-keyword-setupieg4.gitbook.io
    Payment Systems | eDesignerieg4.gitbook.io
    Payment Systems | eDesignerieg4.gitbook.io
    Payment Systems | eDesignerieg4.gitbook.io
    https://support.ieg4.com/tickets-viewsupport.ieg4.com
    Civica APP (Flare) | eDesignerieg4.gitbook.io
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    DfE - ECS | Citizen Facing Formsieg4.gitbook.io
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    Maps - GeoPack | eDesignerieg4.gitbook.io
    Creating an account | OneVu Digital Platformieg4.gitbook.io
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    Welcome to OS Docs! | OS Documentationosdatahub.os.uk
    OS Data Hub
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    Symology Insight | eDesignerieg4.gitbook.io
    GOV.UK Notify Emails | OneVu Digital Platformieg4.gitbook.io
    How OpenID Connect Works - OpenID FoundationOpenID Foundation - Helping people assert their identity wherever they choose
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    OAuth 2.0 — OAuthoauth.net
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    DfT (Blue Badge only) | Concessionary Travelieg4.gitbook.io
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    https://identityserver.github.io/Documentationidentityserver.github.io
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