1. Citizen Service Portal
  2. Implementation
Reference

How a Citizen Service Portal rollout works

Set up one service path and rehearse its decisions.

  1. Define the service

    Create the organization, people and public service. Agree the policy reference and effective dates.

  2. Set up access

    Assign operators and independent reviewers to the organizations they serve. Check read access separately.

  3. Prepare cases

    Enter a representative application, requirement lines, evidence and follow-up actions.

  4. Rehearse decisions

    Submit, validate and review the source revision. Include a returned decision with a useful reason.

  5. Trace delivery

    Follow the operation run, ordered steps and delivery reference. Test a failed or uncertain attempt.

  6. Rehearse correction

    Preserve the earlier delivered revision while routing a successor for review.

What the customer provides

Provide the public service definitions, policy references, organization structure, staff assignments and representative application material. Decide which documents a reviewer needs, how an external result is confirmed and who handles reconciliation.

Changing it afterwards

Review service definition and source mapping changes before applying them to new work. Use the correction path for an already executed application so earlier evidence and decisions remain readable. Read the data model when planning migration and review access when staff assignments change.

Set up Citizen Service Portal your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started