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 Aware^TM user accounts are created by your organization’s administrator. Please contact your administrator if you need access.

Digital Canvas™ can be accessed via Audit Aware^TM single sign-on or directly.

Single Sign-on

https://sso.auditaware.app/login

 

Open

Direct Access

Digital Canvas

 

Open

Please note that Digital Canvas^TM is not currently integrated with Audit Aware^TM single sign-on. When you sign in via Audit Aware^TM and select Digital Canvas^TM from your dashboard, you will be directed to the Digital Canvas^TM 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 Categories

Note: These are the common default categories. Your organization may have different custom categories.

Residence Card Layout

Residence Categories

Note: These are the common default categories. Your organization may have different custom categories.

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.