Keeping your system secure

Keeping your system secure

Update Q4/21


We’ve recently added some new features to Refernet which means that the way in which you interact with certain areas of the system has changed.

 

Two-factor authentication

Two-factor authentication is an extra layer of security used to make sure that people trying to gain access to an online account are who they say they are. First, a user will enter their username and a password. Then, instead of immediately gaining access, they will be required to provide another piece of information.

When this option is enabled by the administrator on your system, all users will be opted-in to this additional login check via a code sent to a mobile device. If a user does not enter a mobile number, then Two-factor authentication will not trigger on login. If a user has entered a mobile number then it will trigger upon login. This functionality works in the same way for Administrator access.

Password strength

Passwords provide the first line of defence against unintentional access to your system and information contained within. The stronger your password, the more protected your system will be from unauthorised access.

We’re making sure that all your users will now start to use strong passwords. This means that passwords – moving forward – will need to be a minimum of 9 characters, contain letters (uppercase and lowercase), numbers and a special character (eg: exclamation point). This means that the use of bruteforce or dictionary based attacks will be severely limited.

Password reset

To reset or change a password, we now require the user to enter their username, and then Refernet will generate an email to the email associated with that username which contains a one-time-use link. This will take the user to a page where they can enter a new strong password. Once the user is validated, Refernet will securely allow the user to create a new password.

New User – Usernames

As Administrator, you will need to personally supply all new users with their Username that you create. You can safely do this via email or telephone. This is to make the process more secure, by keeping usernames and password invitations completely separate.

File upload and checking

File upload is becoming a more and more essential part of Refernet. Any files that fall outside of our checks will be denied upload. Files that are uploaded to Refernet undergo scanning for any potential virus’.

In conjunction with content-type validation, Refernet will validate the file’s signature against the expected file that should be received. This will help Refernet to fend off bogus and malicious files in a way to keep the system and the users safe.

Top page intro wording

Your Agency description copy, on the Refernet top page, is now ‘plain text’ only and will need to be revised. Please login as administrator and go to ‘System’ > ‘System Details’ and edit this under ‘System welcome text’.

We advise you to copy and save your existing wording before the upgrade.

Registered Office
38 Holland Road
Hove
East Sussex
BN3 1JL

Telephone
01273 244099

Email
info@refernet.co.uk

Refernet is a service developed, built, provided and supported by ViccariWheele Ltd

View data your own way

View data your own way

Your data your own way

The powerful new data export function

Our new development

We’ve created New visual charts for Refernet’s homepage, and on the Referrals listing pages, showing the ebb and flow of the agencies natural referral workflow.

The new release, has changed the reporting area in Refernet to provide a more granular export feature allowing users to export specific datasets and digest them in their own programs – such as Excel.

We’d love to hear your thoughts and feedback – which can be included in our Refernet user group discussions.

Under the hood?

The biggest part of this update isn’t visible at all. We have been hard at work carrying out upgrades to our servers and hosting, and testing to ensure we pass numerous reliability and security tests.

Registered Office
38 Holland Road
Hove
East Sussex
BN3 1JL

Telephone
01273 244099

Email
info@refernet.co.uk

Refernet is a service developed, built, provided and supported by ViccariWheele Ltd

A new way of Searching Refernet

A new way of Searching Refernet

Search is evolving

A new method of searching your Refernet system

Our new development

Due to a significant increase in the use of Refernet during Covid, we are rolling out a new Search capability for all our users. Search results will now happen instantaneously as you type your criteria into the Search field, results are displayed as you type.

You can search for names, agencies, locations and referral IDs. Searching for names and locations is as simple as typing the first few letters of your query!

We’d love to hear your thoughts and feedback – which can be included in our Refernet user group discussions. The launch of the new search facility is planned for week commencing mid-December 2020.

Where do I find the new search?

The search field is right at the top of your home page and on the Referral pages. Simply click into the bar and start typing. Results are shown as soon as Refernet finds them in your system.

The homepage search will find matches from your entire account. The search within the Referral pages will only search within the Referral status. eg: The open referrals search on the ‘Referrals > Open’ page will only search within Open referrals.

Using shortcodes

The new search offers a quick way for you to use shortcodes to search for specific criteria. Currently we are supporting the hastag # code for finding partial or full Referral IDs.

Hastag – #

Simply type a hashtag followed by the referral ID or partial referral ID and all the matching referrals will be returned. eg: #42 will return all referrals with the Id of ’42’ in their number.

Registered Office
38 Holland Road
Hove
East Sussex
BN3 1JL

Telephone
01273 244099

Email
info@refernet.co.uk

Refernet is a service developed, built, provided and supported by ViccariWheele Ltd

Forward a referral – launch 24th June, 2020

Forward a referral – launch 24th June, 2020

Following on from our recent self-referral development, and in keeping with our ongoing commitment to support our Advice Agency clients through these challenging times, we at Refernet have re-introduced another free upgrade – the ‘Forward a Referral’ function.
 
This will now make it much easier to pass a referral across to another agency within your system, without having to re-key the information. The audit trail record will record why the referral is being forwarded on – and save valuable time by managing referrals this way.
 
We will be updating the knowledge base shortly, to include more details on this new feature.

 

Self referral to help reduce the pressure on Advice services.

Self referral to help reduce the pressure on Advice services.

Refernet’s new free self referral portal is now live.

Advice agencies who have Refernet can add a suitable link to their own websites, allowing the public to ‘Self Refer’ securely into their Refernet system, helping to reduce telephone traffic during this difficult time.

The customer is invited to ‘Self Refer’ on the Advice agencies website, and clicks a link to add their details and the nature of their issue(s) in the secure portal. The Refernet user assigned to manage these referrals is emailed that a referral has arrived, so they can log in and manage it. The system allows reporting of activity and progress.

Citizens Advice Lancashire have already started using this new service.

Citizens Advice Lancashire

 

A faster way to refer

A faster way to refer

Refernet has a new, quicker method for referral. The new ‘Make a referral’ tab gives immediate access to your favourites, or to the list of all Agencies in the system.

If your system administrator has set a ‘default’ agency, this appears at the top of the drop down navigation.

The existing ‘Search’ navigation remains as before, for those who want to continue with no change. This does continue to provide the most effective way to find the right Agency by searching for things like types of help; debt or counselling for example. See our Knowledge base for more info