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Service Administration

This page contains details of the roles and configuration available to the TAS Administrator. Instructions for maintaining these are given in the platform Administration Guides

User Roles

User Type Role Description
Service User ServiceUser This user has visibility of the appeal service admin site

Service Roles

User Type Role Description
Service Administrator ServiceAdmin This role allows a user to provision additional users for service
Template Administrator TemplateAdmin This role allows a user to manage and maintain the email templates
Static Data Administrator StaticDataAdmin This role allows the user to manage and maintain any configurable text or dropdown lists displayed to users on the service.
Note

These roles can be granted singly, together or in conjunction with other roles.

Templates

Currently there are five email templates set up within the system:

935 AppealSubmitted - This email is sent to the applicant once they have submitted their online appeal form.

7118 AppealSaved - This email is sent to the applicant once they have successfully saved their inprogress appeal form.

7749 MoreInfoRequest - This email is sent to the applicant if they have received an RFI or MRN request from the admin service (functionality currently not in use.)

7750 RFIResponse - This email is sent to the applicant if they have received an RFI or MRN response from the admin service (functionality currently not in use.)

14570 VerificationAccessCodeEmail - This email is sent to the applicant containing a verification code which they must enter before beginning an appeal form online.

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In the Edit Email Template screen, the user is able to edit the 'From Address,' 'Subject,' 'Bcc List,' and 'Template Content.'

Any text which appears within curly parenthesis {} is a variable which will be replaced by real data when the email is sent. The parameters that have been set up for the email templates are:

  • {requestorfirstname} - applicant first name

  • {requestorsurname} - applicant surname name

  • {appealid} - appeal ID

  • {createddate} - appeal creation date

  • {referenceid} - RFI reference [functionality not currently in use]

  • {access_code} - unique access code

  • {access_code_expiry} - time access code will expire (10 minutes from when email was submitted)

Note

Once saved, the changes will take effect immediately – therefore any emails issued by the service from this point onwards will contain the changes saved by the TemplateAdmin.

Static Data - List Management

For further information about updating and making changes to Static Data please see Static Data Admin Guide

Admin Side

Benefit Offices Test

Benefits Office [functionality not currently in use]

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RFI Types

This is the dropdown list which displays when admin are sending an information request (functionality currently not in use.)

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Countries List

This is the list of countries which displays on the address look up during the public flow.

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Static Data - Text Management

Appeals Declaration Text

Declaration checkbox text displayed on Review and Declaration public screen.

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Appeals Duplicate Appeal Text

Alert text if duplicate appeal is attempted.

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Appeals File Upload Guidance

File upload guidance text below 'Add Files' button.

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Appeals Submit Receipt Text

Text that appears on appeal submitted confirmation screen.

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Appeals Save Receipt Text

Text that appears on appeal saved confirmation screen.

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Transaction Lock Time

After this figure of inactivity a transaction is unlocked and can be accessed and actioned by other users.

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Session Type

For DTT administrator use only.

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Allowed File Types

Configured file extensions accepted.

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