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SMART ID - ROLL-OUT UPDATE
Smart ID is up and running in 709 branches as of mid-January. We are now ramping up the roll-
out across the agency network, with the first group of 2018 due to go live at the end of this
month.
This will continue throughout 2018, with the whole network due to be live by mid-November.
Later this year we will start deleting the old Horizon IDs for branches that are live with Smart ID,
so branch colleagues will no longer be able to use them. We'll issue reminders to the branches.
We'll be adding some improvements over the next few months as well.
These include reminders on Horizon screens for colleagues to complete their training. And if a
colleague's training has expired and they would therefore be locked out of Horizon sales, they will
get a prompt when they try to log in asking them to complete the training right away, and their
training record will be updated immediately. This will be introduced in good time before the
training tracker is switched on.
We're also planning to introduce a dual login so a branch user could have more than one session
open on multiple Horizon terminals at the same time (but only have one session active at any one
time). They could switch between sessions without having to log in and out of each one. This
would mean branches no longer need the current Restricted Use ID we've given them for certain
transactions.
We plan to switch on the training tracker for Smart ID branches starting from July/August (date is
to be confirmed) in phases. This is when an individual will be locked out of Horizon, or unable to
sell certain products, if they have not completed their compliance training on time using their new
ID. We will issue plenty of reminders and chasers as well as the usual training reminders.
The key is for branches to get into the habit of doing their training on time and in the right way
now (if they're not already doing so), so they won't need to worry about it.
SMART ID ON YAMMER
When people were supporting branches at Christmas, a few questions came up about the new
Smart ID system and the right way to get set up and log on in a Smart ID branch. Here’s the
correct information around the points people raised:
« You'll already need to have a Post Office ID before you can be set up as a user in a Smart
ID branch
«Tell the branch manager/postmaster your Post Office ID, and they'll use it to set up your
Horizon User ID
« The Horizon User ID will be auto-generated (replacing the manual process in non-Smart ID.
branches) - it’s a combination of your Post Office ID plus a number
« The branch manager/postmaster will set up your initial password
« Then when you log on to Horizon for the first time using your Horizon User ID you will be
prompted to change your password - please don’t share your new password with anyone
* There’s no change to Global IDs - you can continue to use them to log in at any branch
and create users if needed as part of a branch audit
« As for the different terminology you might hear, please use Smart ID when you talk about
this with branches. EUM (Enhanced User Management) is just the internal name of the
project to roll out Smart ID
« Smart ID gives you an ID that’s unique to you and is linked to your individual training
records
« You can use it at any Post Office till as it belongs to the individual rather than to the
branch
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POST OFFICE IDs - FREQUENTLY ASKED QUESTIONS
You'll have seen these back in August when we issued your POIDs, so here’s a refresher to jog
your memory:
Enhanced User Management/Smart ID background
Enhanced User Management (known as Smart ID out in our branch network) is a new way of
controlling access to Horizon and products based on an individual being vetted and having
completed their regulatory compliance training.
Once a branch has migrated to Smart ID, any new users who need to be created on the Horizon
system will require a Post Office ID (POID), which is a unique identifier for the individual and is
linked to their training record. As there are occasions during the course of an audit or on-site
training where a Postmaster/Branch Manager will need to create a NOA as a new user in the
branch, we have issued you with your own POID for this purpose.
What do I do with my POID when I receive it?
Keep the POID safe. You will only need to use the POID if you go into a branch that has migrated
to Smart ID and you need the Postmaster/Branch Manager to create you as a user on the system.
How will I use my POID in branch?
You will need to tell the Postmaster/Branch Manager your POID so they can create a new Horizon
Username for you (full details of how the Postmaster/Branch Manager does this can be found on
Horizon Online Help - Back Office [F10], Smart ID [F10], Create New User [F3]). The Horizon
Username created will be linked to your POID as part of the creation process, but for all other
purposes will operate the same as now.
Does my POID expire after a period of no use?
No, the POID does not expire.
What happens if my training expires?
Your POID (and any Horizon Usernames linked to it) will be attached to your training record. So it
is important you keep your compliance training up to date. Failure to do so will mean when you try
to log in at a Smart ID branch you will either be prevented from logging in entirely or from being
able to sell certain products.
Does any of this impact my Global User ID?
No, this does not impact the operation of your Global User ID.
Where do I find more information?
There is a Smart ID section on Horizon Online Help (Back Office [F10], Smart ID [F10]) which
contains all the current branch information.
HOW YOU CAN HELP
There are some things you can do too to make sure your branches are using Smart ID and no one
gets locked out when the training tracker is switched on:
« If you spot someone in a Smart ID branch still using their old Horizon ID, please explain to
them that they need to use the new one, and what they need to do
« If you’re aware that some people haven't completed their training on time and using their
new ID, please encourage them to do this and explain why
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Help spread the word - ask people in branch if they are aware of Smart ID and, if not, tell
them about it and what they'll need to do when we contact them asking for their details in
the coming weeks and months
As we get close to switching on the training tracker for each group of branches, we might
need your support with branches that still aren’t using Smart ID
FUTURE UPDATES AND QUESTIONS
If you have further questions or would like regular updates:
We can arrange for someone from the programme team to join a future team call and
answer your questions if you wish
EUM Product Owner Shaun Turner runs regular stakeholder drop-in sessions (Tuesday and
Friday at 11.30) —- you are welcome to have a Network Operations representative on the
calls, and you don’t need to joi Il but can dial in when you need to - please let
Shaun know (shaun.turner@ GRO ___) if you'd like a nominated representative to
be included on the invitation’~ —