This function is only available to users with the System Administrator role
A system administrator can configure settings that apply to all Licence applications.
-
On the System Administration screen, under Public Protection, click .
The List of Licences Setup screen appears.
-
Click .
The Licences Defaults Setup screen appears.
-
On the General tab, specify the following:
Field
Description
Time Taken Mandatory on Actions
Whether all completed actions on the Actions tab of the application must have a Time Taken value (apart from the Procedure Started action).
Check O/S Actions on Completion
How you want ASSURE to respond to an attempt to complete the application while there are still outstanding actions:
-
Error
An error message is displayed, and the user is not allowed to complete the application until all outstanding actions are either completed or deleted.
-
Warning
A warning message is displayed, but the user is allowed to complete the application with some outstanding actions remaining.
-
Allow deletion of actions
A confirmation message is displayed. The user is allowed to complete the application and can choose whether or not to delete all outstanding actions (if they have the ACTN-DELETE key in their security profile).
Add Comment on Change of Officer
Whether an action with a specific comment should be recorded on the Actions tab of the application whenever the Officer field on the Progress tab is changed.
Change of Officer Action*
The action to be recorded on the Actions tab of the application whenever the Officer field is changed.
The Comments field of the action will be Passed from officer: Name1 to officer: Name2, followed by a specific comment if required.
Email Officer on Allocation
Whether a pre-defined notification email should be sent to the allocated officer whenever the Officer field is set or changed.
Display Alert
Whether the Alert Messages dialog opens automatically:
-
Insert
Whenever an alerted address, person or vehicle is added to the application.
-
Edit
Whenever the application is opened.
Default Outcomes
The default Completion Outcome to be recorded on the Progress tab of the application when issuing a licence for a New Application Transaction (that is, the first issue) and any Post-issue Transaction (such as a Renewal, Transfer or Variation).
Mandatory Fields
Whether the Officer and Area fields on the Progress tab are mandatory:
-
Always
Validated every time the application is saved.
-
Completion
Validated only when the application is completed.
Alternative References
The names (labels) of up to six Alternative Reference fields to appear on the Progress tab.
* Mandatory if Add Comment on Change of Officer is ticked.
-
-
Optionally, on the Validations tab, specify one or more validation rules.
-
Click ✚ Add more to add a validation rule, or Edit to change an existing rule.
A Validation Details dialog opens.
-
Define the rule.
Parameters of a validation rule Field
Description
Field Name*
The field to which validation is applied.
-
Title
-
Date of Birth
-
Age (calculated from the date of birth)
-
Preferred Method of Written Contact (PMoWC)
-
National Insurance Number (NINO)
-
Preferred Telephone Number
-
Alternative Telephone Number
-
Email Address
Note: Some of these fields may not be present for this application. Rules based on absent fields will be ignored.
Visible
Whether the field is visible:
-
Yes
-
No
-
Not Applicable (to this rule)
Do not use Not Applicable unless the field's visibility is determined by an earlier rule.
Mandatory
Whether the field is mandatory, and in what circumstances.
-
Always (mandatory on saving)
-
Submission (mandatory on submission, for a public-facing application)
-
Issue (mandatory on issue or grant of the licence)
-
Completion (mandatory on completion of the application)
-
No (not mandatory)
Comparator and Value
A condition that the field must satisfy to be considered valid.
The Comparator can be any of:
-
Equal to
-
Not Equal to
-
Less than
-
Less than or Equal to
-
Greater than
-
Greater than or Equal to
The Value to which the field is compared can be up to 20 characters.
Prevent Submission
Whether a missing or invalid field prevents submission of a public-facing application.
-
Yes
-
No
-
Not Applicable (to this rule)
Prevent Issue
Whether a missing or invalid field prevents the licence being issued.
-
Yes
-
No
-
Not Applicable (to this rule)
* Mandatory fields.
-
-
Click .
Repeat as required. Click
and confirm to remove an unwanted rule.Tip
If the result of these rules is not what you expect, check to ensure that the rules are not contradictory.
-
-
On the Licence Register tab:
-
Under Default Response Codes, select the Licence Representation Response codes that correspond to the Objection, No Objection and Supported responses to Licence applications that are open for representations, by either a statutory consultee via their My Consultations screen, or a public user via the Licence Register.
-
Under Default Representation Types, select the Licence Representation Type codes that correspond to how a public user can identify themself when making representations via the Licence Register; that is, as a Neighbour, Neighbouring Business or Other.
These settings are required only if your authority has licensed the optional Statutory Consultations or Licence Register feature.
-
-
Optionally, on the Online Payments tab, override the editable Online Payments settings for this application by ticking the adjacent Set Here checkbox and specifying a local value.
-
Adelante payment system
-
Barclaycard™ payment system
-
Capita SCP payment system
-
Civica payment system
-
GOV.UK Pay payment system
-
PARIS payment system
-
Worldpay payment system
Any configuration, including the default, can be removed by clicking
. -
-
Optionally, on the SMS Configuration tab, override the ASSURE-wide SMS settings by ticking the adjacent Set Here checkboxes and specifying local values.
-
Optionally, on the Appointments Configuration tab, override the ASSURE-wide appointment booking service (ABS) settings by ticking the adjacent Set Here checkboxes and specifying local values.
Appointments Configuration settings Field
Description
Appointments Provider⊘
The ABS provider.
Note: Only Microsoft Bookings is currently supported.
Client ID⊘
Your authority's client ID.
Azure Application ID⊘
Azure's registered application ID.
Client Secret⊘
Your authority’s client secret.
Business ID
A specific department or directorate within your authority for which appointments may be booked. Each business can offer multiple booking services.
⊘ Uneditable fields.
Click to ensure that the settings work as expected.
Important
If MS Bookings' Refresh Token has expired, or is due to expire in the next 10 days, on clicking ASSURE takes you to the Appointments Configuration screen from where the tokens can be renewed. Between 30 and 10 days before expiry, ASSURE gives you the option of renewing the tokens, but you can choose not to.
-
On the Automated Actions tab, specify what automated events and actions are associated with this application.
Automated actions are caused by automated events, subject to certain conditions that you can define. You can choose which actions are caused by which events, but the types of actions and their parameters are predefined.
-
To add a new event, click ✚ Add more and select it from the Automated Event list.
-
For an existing event, click ✚ Add more to specify a new action in the Action dialog:
Field
Description
Action Type*
The type of action; for example: Create Letter or Create Worksheet (if available).
Action Name*
The name of the action within this event.
Parameters*
If required, one or more parameters. Click ✚ Add more to add additional parameters.
The parameters depend on the type of action:
-
For a Create Letter action the parameters are one or more document templates from the relevant document group.
-
For a Create Worksheet action the parameters are the task type of an Inspection worksheet and the responsible officer.
* Mandatory fields.
-
-
Click Edit to edit or
to delete an existing action.
-
-
Click to return to the System Administration screen.