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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.
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.
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:
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 .
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:
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:
To find out more about dynamic content in personalised departments please have a look here:
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:
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.
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:
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:
The following is presented when a customer clicks to create an account:
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:
The address search is national and uses natural language searches to automatically determine the correct address
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
There is validation to ensure that the information provided makes sense
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:
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:
The following illustrates this, with the purpose being to ensure user error is minimised, whilst assuring security:
To prevent user error, there is validation on each field and this is clearly highlighted to customers with a glowing red border:
When a user creates an account via email, they will be presented with a message to let them know what happens next:
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:
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
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:
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.
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.
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.
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
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:
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.
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:
Simply provides an alphabetically sorted list of all forms that are visible to OneVu.
Council tax reduction
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.
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 - OneVuWhere 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.
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
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
The service enables Council Tax account information on:
Balances,
Instalments,
Recovery,
Billing,
To be provided to citizens.
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
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
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
The service enables Council Tax account information on:
Balances,
Instalments,
Recovery,
Billing,
To be provided to citizens.
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
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
We provide the ability to integrate to Capita Pay360 as a no code service within eDesigner.
Details here:
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
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
The service enables Council Tax account information on:
Balances,
Instalments,
Recovery,
Billing,
To be provided to citizens.
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
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
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
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.
The following Data Items are available for use with the Capita Benefits application:
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
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
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
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
The following security answers are required in order to register for the Benefits self serve integration:
Creditor ID
Payee Name
Last Payment Amount
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.
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
The security questions for this functionality are:
Business name
Account Number
Postcode
The service enables Business Rates account information on:
Balances,
Instalments,
Recovery,
Billing,
To be provided to businesses.
The following Data Items are available to use with Capita Business Rates:
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
The security questions for this functionality are:
Business name
Account Number
House Number
Postcode
The service enables Business Rates account information on:
Balances,
Instalments,
Recovery,
Billing,
To be provided to businesses.
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
The security questions for this functionality are:
Business name
Account Number
Postcode
The service enables Business Rates account information on:
Balances,
Instalments,
Recovery,
Billing,
To be provided to businesses.
Reliefs
Reliefs
System.Boolean
RefundFlag
Refund flag
System.Boolean
LinkedAccountsFlag
Linked accounts flag
System.Boolean
ContactDetail
Token
Description
Type
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
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
The security questions for this functionality are:
Badge/Plate Number (as it supports Driver and Vehicle Licensing)
Surname
Postcode
IDOX Case Reference
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
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
IEG4 has fully integrated its own CHC data into OneVu with more details found here:
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 has fully integrated its own Blue Badge data into OneVu with more details found here:
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
Within the platform we provide integration to TransUnion CallValidate which enables ID and Bank account validation in:
eClaim
Read more here:
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:
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:
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 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
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.
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:
If you have OneVu, it can be accessed by simply adding /manage to the end of your URL for OneVu.
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:
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:
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.
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.
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.
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:
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.
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:
This is covered in the Dynamic Content Management section .
This is covered in the Dynamic Content Management section .
This is covered in the Simple Content Management section .
This is covered in the Broadcast > Set up section .
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:
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.
🌩️IntegrationsThere 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
2018
Bill
2017
Summons
Final
Second Reminder
Reminder
Bill
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.
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:
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}}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.
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 - 12345You 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.
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
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'}}




















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.
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:
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:
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:
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:
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.
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:
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.
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.

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:
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:
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:
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:


We integrate to Mayrise via the following online services:
Report a Missed Bin
Request a Bin



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.
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 .
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:
It is possible to add/edit date of birth and to ensure accuracy there's a built in date picker:
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:
The following table lists each of the timeline entry types and what they mean
The benefit of the filter of course is that it means you can quickly hone in on specific entry types.
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.
HTML and embedded CSS can be added via the setting "My Account empty message" for richer messaging like above.
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:
We provide the ability to integrate to GOV.UK Pay as a no code service within eDesigner.
Details here:
This area provides users with the ability to:
Change their name
Change their contact details
Change their date of birth (if entered incorrectly at registration)
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
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
We integrate to Alloy via the following online services:
Report a Missed Bin
Request a Bin
Request an Assisted Collection
Profile Updates
This includes changes to name, date of birth, address, contact details.
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:
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
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
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

We integrate to Whitespace Powersuite via the following online services:
Report a Missed Bin
Request a Bin
Request a Bulky Item Collection
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
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
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
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.
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
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
The following security answers are required in order to register for the Capita Benefits self serve integration:
Creditor ID
Payee Name
Last Payment Amount
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'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.
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
The service provides landlords with information on the landlords contact information and also a breakdown of all payments made to them.
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
The security questions for this functionality are:
Business name
Account Number
Postcode
The service enables Business Improvement District account information on:
Balances,
Instalments,
Recovery,
Billing,
To be provided to businesses.
Reliefs
Postcode
Benefit Notifications
















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:
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
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:



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:
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.
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.
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.
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:
.Once you have this simply provide the details to IEG4 support:
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.
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.
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.
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.
Note that this can be a link inside or outside of the council e.g. gov.uk.
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:
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.
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.
We provide bi-directional integration with the Department for Transport's API for Blue Badges.
You can read more about this here:
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.
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:
These are the questions for registering for Taxi Licensing access:
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.
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:
<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:
${AccountDetail.Balance.AccountBalance}




























Against every Department there are four settings as shown here for the Benefits department:
This is the name of the department as presented to citizens online
This is the description presented to citizens below the department title.
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.
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:
/silo-detail-template-faq-single.html
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.
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