How your assisted digital support will be assessed
Assisted digital support is help for people who cannot use digital government services on their own.
Youâll have to explain how youâve provided assisted digital support in your service assessments.
This page outlines some of what you must discuss but your assessment will vary depending on your service and what it does.
Find out more about assisted digital support and when you must provide it.
What to do in discovery and alpha
During the discovery and alpha phase, you must carry out user research to:
- understand your usersâ digital skill, confidence and access
- find out why some of your users cannot use the digital service independently, for example language difficulties or no access to the internet
- find out user needs for support
You must also:
- confirm that all support will be sustainable
- develop a plan to carry out further user research and to design support in private beta - base the plan on your user research so far
Alpha assessment
You must discuss the work youâve done in discovery and alpha so your service can meet the Service Standard in an alpha assessment and move into beta.
Youâll have to answer questions on the following topics:
- user research and user needs
- your assisted digital lead
- providing free and sustainable assisted digital support
- designing the support elements of your service
- analysing your supportâs performance
User research and user needs
You need to discuss:
- the research youâve done to understand usersâ assisted digital support needs
- how your recruitment and research methods are appropriate for reaching users most likely to need assisted digital support
- the user needs youâve identified for users who need assisted digital support
- the stories, personas, profiles or other ways youâre describing users who need assisted digital support
You must show that youâve conducted user research with users who:
- already use your service or would use it
- have the lowest level of digital skills, confidence and access
- currently seek assisted digital support from third parties (like friends and family, colleagues, companies, charities or trade bodies)
You must also show how youâre responding to user research by discussing:
- the people in your team who are dedicated to doing ongoing user research into your usersâ assisted digital support needs
- how youâre using what youâve learned from research and support testing to change the way you develop the assisted digital support elements of your service
Your assisted digital lead
Youâll need to discuss whether someone in your team is assisted digital lead for the service and responsible for delivering assisted digital support.
Youâll also need to explain how your assisted digital lead has the time and the skills to design, build, operate and continuously improve the serviceâs assisted digital support model.
Providing free and sustainable assisted digital support
Youâll need to discuss how youâll make sure that:
- all assisted digital support for your service, including routes provided by third parties, is free to the user
- the support you provide is sustainable
Designing the support elements of your service
Youâll need to discuss:
- how users of your service currently get assisted digital support
- your assisted digital support model, the providers you intend to use and why
- the design challenges for your serviceâs support model
Analysing your supportâs performance
Youâll need to discuss:
- the person in your team whoâs responsible for identifying data insights that you can use to improve your assisted digital support
- how youâre measuring the performance of the existing serviceâs support
What to do in private beta
During private beta you must:
- continue to do user research to find out the support your users need
- design assisted digital support to meet your usersâ needs
- decide how youâll measure the effectiveness of your support model, including how to measure the 4 key performance indicators (KPIs)
- make a plan to test the full support model in public beta, including all user journeys, via all routes, from all providers, and end-to-end
Read these topics to find out more:
Private beta assessment
To meet the Service Standard in a beta assessment, you must discuss the work youâve done in the private beta phase.
Youâll have to answer questions about:
- user research and user needs
- your service team
- your assisted digital support design
- testing your assisted digital support
- analysing your supportâs performance
User research and user needs
You need to explain how your teamâs research into user needs continues to meet the requirements you discussed in the alpha assessment.
Youâll also need to show:
- you have the resources to do regular user research with users who need assisted digital support
- how often youâll do this research
Your service team
Youâll need to:
- discuss how you are responsible for making decisions to improve the assisted digital support elements of your service during beta
- give examples of how the service owner had the power to make decisions on assisted digital support during alpha
Your assisted digital support design
Youâll need to discuss:
- the design options youâre considering for your assisted digital support
- how the team is designing the serviceâs assisted digital support (all routes from all providers) to meet user needs
- how youâre using what youâve learned from user research and testing to influence the design of your serviceâs assisted digital support model
- the end-to-end user journeys for assisted digital support - youâll be asked to explain these (including identity assurance if your service requires it)
- why youâve decided not to provide any particular routes of assisted digital support
- whether you can continuously improve all of your serviceâs assisted digital support (all routes from all providers) for the full end-to-end user journey
- the design challenges for your service with assisted digital users
Testing your assisted digital support
Youâll need to discuss:
- whether the resources are in place to do regular usability testing of all assisted digital support from all providers
- how youâll test the end-to-end user journey for your assisted digital support (all routes from all providers), including identity assurance segments
- how youâre checking that all of the assisted digital support (all routes from all providers) will be able to handle the number of support requests you expect
Analysing your supportâs performance
Youâll need to discuss:
- the person in the team whoâs responsible for identifying data insights during the beta that youâll use to improve assisted digital support
- how youâre measuring the performance of all your assisted digital support (existing and beta) for your service
- how youâll analyse the performance of the assisted digital support for your service in future
What to do in public beta
During public beta, you must:
- allow people who need support to test your service - pick a range of users, with different support needs
- continuously improve your support model in response to testing, user research and analytics
- make sure that your support model is meeting user needs
Live assessment
Before your service can go fully live on °Ç¸çłÔšĎ, it must meet the Service Standard in a live assessment, which takes place close to the end of the beta phase. This includes discussing the work you completed in alpha, private beta, and public beta.
Youâll have to answer questions on the following topics:
- user research, user testing and your service team
- your assisted digital support design
- analysing your supportâs performance
Every service is different, so you may also have to answer other questions about your service.
User research, user testing and your service team
You need to explain how your teamâs work in these areas continues to meet the alpha and beta requirements, and how youâll meet them when the service goes live.
Youâll need to talk about:
- how often you carried out user research and usability testing during public beta
- what you learned, during public beta, from testing the end-to-end user journey for your assisted digital support (all routes from all providers), including any identity assurance
- any changes youâve made in response to what you learned, giving examples
- the types of assisted digital support that you tested during beta and the providers you tested
You also need to discuss:
- how youâre checking that all of the assisted digital support (all routes from all providers) will be able to handle the number of support requests you expect
- how you can be sure your assisted digital support testing was done with users who have the lowest level of digital skills, confidence and access
- how you checked users low on digital skills were users of your service
- whether the users you tested were receiving support from third parties, for example friends and family, charities, trade bodies or companies
- how your recruitment and research methods made sure you reached users with low digital skills
Your assisted digital support design
Youâll need to discuss:
- the options your service gives to users currently choosing support thatâs independent from what you provide - like getting help from friends and family, third parties etc
- how the assisted digital support has been designed and continuously improved based on what you learned from testing, metrics and user feedback
- how you chose routes and providers in the support model and why you excluded any routes - for example telephone, web chat or face to face, talk through or on-behalf-of
Youâll also need to discuss how you know that usersâ needs are being met in the following areas:
- awareness of support
- availability of support
- wait times for support
- your approach to digital inclusion (helping users build digital skills and confidence)
- your approach to usersâ privacy
- the technology and equipment your service works with
- how consistent your support is with support for similar government transactions
Analysing your supportâs performance
Youâll have to discuss:
- who in the team is responsible for identifying data that you can use to improve your assisted digital support and whoâll do this once the service is live
- the metrics and data sources youâve chosen to measure your assisted digital support and its performance, and why
- whether you can track usersâ progress and identify completions and areas of poor performance
- how youâre using data analytics to find out how many users will need assisted digital support
After your service has gone live
After your service is live, you must keep improving the support model in response to usability testing, user research, feedback and analytics.
Related guides
You may also find the following guides useful:
Updates to this page
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Guidance first published