Digital Canvas: User Guide
- RJ Dellinger
- 1 Overview
- 2 Sign In
- 3 Audit Aware Home Page
- 4 Digital Canvas Home Page
- 4.1 System Menu
- 4.2 List
- 4.2.1 Search the List
- 4.2.2 Filter the List
- 4.2.3 To Do / Done
- 4.3 List Cards
- 4.3.1 Business Card Layout
- 4.3.2 Business Categories
- 4.3.3 Residence Card Layout
- 4.3.4 Residence Categories
- 4.4 Geospatial View
- 4.5 Summary Report
- 4.6 Add New Record
- 5 Detail View
- 5.1 Business Details Layout
- 5.2 Residence Details Layout
- 5.3 Editing a Record
- 5.3.1 Update Assignee, Category
- 5.3.2 Add a Note
- 5.3.3 Upload Photo
- 5.3.4 Saving Updates
- 6 Create Case
- 7 Dismiss
Overview
Digital Canvas™ is the premier solution for understanding geospatial driven data about businesses and properties.
Digital Canvas™ Business Insights™ helps confirm active business locations, closed businesses, and details about new businesses.
Digital Canvas™ Residence Insights™ provides information about where people live and what assets they are associated with, from real property to personal property.
Both Business Insights™ and Residence Insights™ pre-load information for every location and provide leads to make your office more efficient.
Working from a provided list of known businesses or residences, e.g. tax roll, we use various data sources and our proprietary algorithms to provide information on these locations as well as find new locations or information which is unknown to you.
The data is imported into the Digital Canvas™ app which can be accessed via web browser or mobile application on any device. You are provided with geospatial views and heads up intelligence for field staff, as well as views representing deep insights into all identified entities.
The application provides intelligence on these locations as well with last reviewed dates, last visited dates, contact information, images, and ownership information depending on what is available from the various sources.
When you have identified a business or residence of interest, Digital Canvas allows you to start a case in Case Manager to track and assign any follow up activities.
Sign In
All Audit AwareTM user accounts are created by your organization’s administrator. Please contact your administrator if you need access.
Digital Canvas™ can be accessed via Audit AwareTM single sign-on or directly.
Please note that Digital CanvasTM is not currently integrated with Audit AwareTM single sign-on. When you sign in via Audit AwareTM and select Digital CanvasTM from your dashboard, you will be directed to the Digital CanvasTM login page if not already logged in directly to Digital Canvas. Your login information, email and password, is the same regardless of which login you use.
If you have forgotten your password, use the Forgot Password link to receive an email with a link to reset your password.
Audit Aware Home Page
After logging in via Audit Aware single sign-on, the home page will display the applications to which you have access. For example, only administrators will have access to User Management. Selecting the application link will take you to that application’s home page.
If you have access to more than one organization, you can switch between them using the organization selector. Click the dropdown and select the organization in which you want to work. This will change your organization for all available applications. Your current organization will be highlighted. If you only have access to one organization, only that organization’s name will be displayed and there is no drop down option.
You can switch between light and dark modes using the toggle. There are three settings. Light, Dark and System which will follow whatever your computer’s setting for light or dark mode. Digital Canvas defaults to System and will follow your computers setting.
The help icon will take you to the Audit Aware Knowledge Base which contains user guides, how-to videos, and product information.
Use the exit icon to log out.
Digital Canvas Home Page
The Digital Canvas Home Page consists of the System Menu in the upper left, the List section on the left and the Geospatial View on the right.
System Menu
Selecting the System Menu brings up the Insights Selector, Organization Selector, Help, Light / Dark toggle, and Logout.
The Insights Selector will switch between Business and Residence Insights. If you do not have data loaded for the insight selected, nothing will display.
If you only have access to one organization, only that organization’s name will appear. If you have access to multiple organizations, your current organization is indicated by a horizontal bar to the left of the name.
Note: Changing your organization in Digital Canvas will change your organization across all Audit Aware applications.
List
Search the List
On the List, you can use the Search Box to search the business name and street address fields. The search is dynamic and will update the list as well as the geospatial view as results are returned.
Filter the List
The list has two filter options which work independently of each other. The first filters by Category. The second filters by assignee. When filters are applied, both the list and geospatial view will update.
To Do / Done
The list has two tab options: To Do and Done. To Do will show all active categories while Done will show records which either had a case created or it was dismissed. On the Done list, all Case Created items are listed first, then the dismissed items. Additionally, the filter will filter on the records final category before it was completed. Once done, the record is closed and can no longer be changed in Digital Canvas. The Edit, Create Case and Dismiss icons are disabled. You can still see all notes and attachments.
List Cards
Business Card Layout
Business Cards in the list show the following information:
Business Name
Category
Assignee
Address
Parcel ID
This is the Real Property ID, a unique identifying number assigned to a parcel of land / address for identification and record-keeping.
Unique ID
This is the Business Property ID, a unique identifying number assigned to a business for identification and record-keeping. This number remains the same if the business moves locations.
Note that if information is missing, it will not be displayed. For example, this card does not have a Unique ID value.
Business Categories
Note: These are the common default categories. Your organization may have different custom categories.
Category | Definition |
|---|---|
New | The business was not in the original list of businesses and our processing has determined that it is currently operating and not known by you. |
Active | The business was in the original list of businesses and our processing has confirmed that it is still open. |
Home Based | The home based business was in the original list of businesses and our processing has confirmed that it is still open. |
Closed | The business was in the original list of businesses but our processing has determined that it is no longer operating. |
Data Review | Our processing or your manual review has determined that a review of the source systems record of the business which was provided the original list needs to be reviewed for updates or corrections in the source system. |
Field Review | Your manual review has determined that an onsite visit is needed. |
Residence Card Layout
Residence in the list show the following information:
Residence Owner
Category
Assignee
Address
Parcel ID
This is the Real Property ID, a unique identifying number assigned to a parcel of land / address for identification and record-keeping.
Unique ID
This is the Business Property ID, a unique identifying number assigned to a business for identification and record-keeping. This number remains the same if the business moves locations.
Note that if information is missing, it will not be displayed. For example, this card does not have a Unique ID value.
Residence Categories
Note: These are the common default categories. Your organization may have different custom categories.
Category | Definition |
|---|---|
Trust | Property is owned by a trust. |
Business | Property is owned by a Business. |
Multiple Homes | Property Owner has multiple properties with the county / jurisdication. |
Multiple in State | Property Owner has additional properties within the state. |
Mutiple Out State | Property Owner has multiple properties additional properties out of state. |
Geospatial View
The Geospatial View provides a dynamic map of the items in the list. You can zoom in and out as well as move around the map normally.
Map pins in the view are color coded to the category. Clicking on the pin will center the map on that location and bring up the business details. The pin will actively bounce when selected.
Multi pins show clusters which are grouped too closely to be displayed at your current zoom level. The samples below show a group of 5, 13, and 4. Clicking on the multi pin will zoom into that location on the map.
Summary Report
Selecting the Summary Report icon will open a window showing snapshot statistics of items on the To Do list. This report is dynamic and will change based on any filters selected. Click anywhere on the screen to close the window.
Add New Record
Selecting the Add New icon will open a window to add a new record to the list. The new record will not have a corresponding map pin.
Detail View
To see the details of a business or residence, clicking on the card or the map pin will bring up the details screen on the left. The back arrow in the upper left will return you to the list.
Business Details Layout
Business Card Section
Business Name
Category
Assignee
Address
Action Icons
Edit: opens edit dialogue to update assignee, status, add notes and attachments
Create Case: creates a case in Case Manager and moves to the Done list
Dismiss: moves to the Done list
Google Maps: opens address in Google Maps
Business Information Section
Phone
Website
Additional Website
Note that additional websites will be listed if found.
Misc Links
Icons for Facebook, Twitter and other links will be listed at the bottom of this sectionSocial Links: Facebook and Twitter
Parcel ID
Year Opened
This is the year the business started.
First Seen
This is the date when the business was first located at this address.
Last Seen
This is the most recent date the business was confirmed at this address.
Data As Of
This shows the date of the last update to the information in Digital Canvas.
Notes
Any notes will appear here
Attachments
Any attachments will appear here
Residence Details Layout
Residence Card Section
Property Owner Name
Category
Assignee
Address
Action Icons
Edit: opens edit dialogue to update assignee, status, add notes and attachments
Create Case: creates a case in Case Manager and moves to the Done list
Dismiss: moves to the Done list
Google Maps: opens address in Google Maps
Residence Information Section
Parcel ID
Exemption Percent
This is the exemption percent for the property from the original data.
Contact Information
This is an alternate address for the property owner if provided or found.
Related
For any of the Multiple statuses, this section will list the additional properties found with the same property owner.
Notes
Any notes will appear here
Attachments
Any attachments will appear here
Editing a Record
Selecting the Edit button will bring up the edit window. Within this window, you can change the assignee, category, add notes and attachments. You can make multiple changes on the edit window before saving. For example, you can change the assignee, status and add a note at the same time. You may also add more than one note or photo, but these are currently added one at a time.
Update Assignee, Category
To change the Assignee or Category, click the dropdown, select the new value, click Done, then save.
Add a Note
To add a note, click in the Add Note box, enter your note, then save. Notes can only be added one at a time.
Upload Photo
To upload a photo, click Upload Photos and a file upload window will appear. Select the file you want to upload and confirm. Digital Canvas will require a description to be entered, then you may save.
Saving Updates
Saving your changes will update the record and return you to the list view.
Selecting the record again will show all of the updates completed.
Create Case
If the Digital Canvas review has been completed and additional work is needed, you can create a case. Creating a case, will transfer all of the information, including notes and attachments to Case Manager.
When you select Create Case, you will receive a confirmation dialogue. Click ‘Cancel’ to keep the business on the list in Digital Canvas. Click ‘OK’ to create a case in Case Manager and remove the business from the Digital Canvas list.
When you create a case, a link to Case Manager will appear at the bottom of the screen for about 10 seconds. Clicking the link will take you directly to this case in Case Manager.
The record will no longer appear in the To Do section, but will be in the Done section of the list.
Case in Case Manager
Error Creating Case
If you receive an Error Creating Case message, this is most likely due to missing information on the record. For example if the address is missing the City, the system will not be able to create the case for you.
When this happens, you can create a case manually in Case Manager and dismiss the Digital Canvas record.
Dismiss
If the Digital Canvas review has been completed and no additional work is needed, you can dismiss the record.
When you select Dismiss, you will receive a confirmation dialogue. Click ‘Cancel’ to keep the record on the list in Digital Canvas. Click ‘OK’ to create a case in Case Manager and remove the record from the Digital Canvas list.