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Chief Information Officer Branch
Information, Privacy and Security Policy Division
Common Look and Feel for the Internet
Accessibility
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 Standard 4.1
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Common Look and Feel for the Internet,


E-Mail Section

Overview

Most government e-mail software now includes an "AutoSignature" function, which automatically attaches user-defined text to the bottom of every outgoing e-mail. Institutions that do not have the AutoSignature function in their e-mail software should develop other means of including appropriate identification information in all electronic correspondence. In situations in which e-mail is sent not by a specific individual, but rather by a service or program office (i.e. Webmaster@canada.gc.ca), full institutional contact information should still be made available.

Electronic mail is fast becoming a preferred communication tool for busy Canadians. By standardizing the look and feel (content and format) of electronic forms on all GoC Web sites, this initiative will make it easier for individuals using electronic media to make contact with public servants from any institution.


Standard 4.1

All GoC Web sites must provide users with a means of contacting institutions / individuals via electronic mail options.

Rationale

While GoC Web sites are an excellent means of providing information to the Canadians at their convenience, it is important that individuals also be given the opportunity to contact a specific institution, operational area or individual when they need additional information or support. Electronic mail is an effective alternative to personal contact via the telephone or in-person visits, but it has inherent challenges.

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Interpretation

The e-mail address supplied as a link from the 'Contact' button on the common menu bar is one means users have to contact the institutional Web site. Another means would be a feedback form provided under the 'Help' button located on the same common menu bar.

When personal information is being collected, users must be informed of their rights and responsibilities and the obligations of the institution regarding its protection. Although e-forms generally represent a separate page on Web sites, they are subject to the same CLF standards regarding the FIP identification of the institution, official languages and accessibility requirements.

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4.1 Best Practices

Forms are another means of providing users with a means of contact.

To best serve the public, forms should include fields for the user's name, E‑mail address and mailing address, as well as a field where they can input comments, questions, or requests for information. As well, users should be given the opportunity to indicate their preferred method of receiving a response.

The use of mailto tools has become a widely used convention on the Web and is an excellent means of enabling end-users to make quick comments about specific Web pages or topics. These tools offer a number of benefits in that users do not have to input their personal information because the message header automatically includes their addressing information, a date stamp and various other pertinent information. They can also easily be tailored to include the URL of the originating Web page in the subject line.

Mailto tools also have several disadvantages. Firstly, the client's browser must be configured to send E-mail (most systems are configured in this manner), and because all text is free-text input, it cannot be validated. The tool lacks an automatic confirmation or acknowledgement function, meaning there is no way to inform users that their correspondence has been received. To facilitate universal accessibility, the Internet address that MAILTO responses will be delivered to should be made visible for users who can not utilize this function. Although this will open up that address to SPAM, the risk is unavoidable.

HTML forms are not, in and of themselves, inaccessible. What the programmer / page author does with them determines the accessibility of the end product.

  • Elements of an inaccessible form:
    • Complex visual layout and placement of controls and fields
    • Badly explained requirements
    • Field / control labels separated from and not clearly associated with their controls
    • Client-side scripting to perform entry validation or completion
    • No alternative method of posting information provided (e.g. no e-mail contact provided, no phone number to call for help, etc.)
  • Elements of an accessible form:
    • Simple (e.g. single column) layout of controls and entry fields
    • Clear (meaningful) explanations or labels associated with fields and controls
    • Appropriate use of HTML markup specifically intended to enhance accessibility (e.g. LABEL, OPTGROUP, etc.)
    • Server-side verification and validation of data entry
    • Provision of alternate methods of contact/submission

The oldest assistive technologies can handle well designed HTML forms. The trick is to get page designers to keep them simple and on the server-side.


Standard 4.2

All outgoing e-mail messages sent by GoC employees must include the sender's name, institution, telephone and fax numbers with area code and extension numbers, postal and e-mail addresses. Where an e-mail address serves a program or service rather than an individual, contact information must include the institutional name, postal and e-mail address, telephone and fax numbers.

Rationale

With the increased use of electronic mail as a communication tool for delivering GoC information, it is important to identify the source of the information at both institutional and individual levels. Public servants who provide information via e-mail can not make assumptions regarding the end-use of information. E-mail recipients may respond immediately, store the message indefinitely, forward it to other recipients, import it to other documents or print a hard copy record. Thus, all e-mail messages must contain enough information to identify the individual and the institution s/he represents, as well as sufficient contact information to facilitate further communication via various methods (i.e. telephone, fax, post, etc.).

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Interpretation

Outgoing e-mail to which a signature block must be attached includes all correspondence being sent to institutional clients outside of the department. For example, these clients may be Canadian or international citizens or businesses, other levels of government - provincial, municipal, territorial, international, volunteer organizations or personnel in other federal government departments.

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4.2 Best Practices

December 2002

  1. It is important to remember to include the institution's applied title found at http://www.tbs-sct.gc.ca/Pubs_pol/sipubs/TB_FIP/titlesoffedorg1_e.asp in both official languages in the signature block of every employee. This applies to the signature block of employees whether they are providing information and services in a region designated bilingual or unilingual. For an example of a signature block, please refer to CLF Signature Blocks.
  2. The inclusion of "Government of Canada / Gouvernement du Canada" is recommended for the signature blocks of all institutions for the following reasons:
    • It ensures the Government of Canada is identified where official graphic identifiers are not present or visible
    • It ensures the Government of Canada is identified in cases where institutions do not have an approved applied title
    • It supports TB minister's decisions on ensuring the primacy of the identity of the Government of Canada
    • It ensures that international audiences correctly identify an institution as part of the Government of Canada
  3. A Teletype number (TTY) for the institution of the sender should also be included with the telephone and fax numbers as part of your signature block.

Example:

John Doe
613-123-4567 | facsimile / télécopieur 613-123-4567 | TTY/ATS 613-123-4567
doe.john@hc-sc.gc.ca
Health Canada | 123 Green St. Ottawa ON K2P 1B2
Santé Canada | 123 rue Green Ottawa ON K2P 1B2
Government of Canada | Gouvernement du Canada

July 2000

A good practice would be to include a signature block when e-mail is being sent within the department when the e-mail being sent has direct impact on the management of government and the various activities it carries out. For example, if the content of the e-mail is required by the institution to control, support or document the delivery of programs, to carry out operations, to make decisions, or to account for activities of government, then a signature block should be attached.


Standard 4.3

All outgoing e-mail messages by GoC employees must demonstrate a consistent application of the "Canada" wordmark and institutional signature.

Rationale

The Federal Identity Program applies to all GoC corporate identity applications, such as institutional letterhead, business cards, complimentary cards, note paper, etc., and e-mail is no exception. With the evolution of graphic, windows-based e-mail software, the incorporation of the visual identifiers of the GoC is now possible. E-mail must be treated in the same manner as traditional business stationery applications to ensure proper identification through the institutional signature and the "Canada" wordmark.

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4.3 Best Practices

June 2003

The Executive Summary of the e-mail assessment, completed by the CLF E‑mail Working Group, highlights the results of the assessment and their recommendations.

December 2002

An assessment by the CLF E-mail Working Group of various e-mail software applications in use across federal institutions has been undertaken. As a result, for those e-mail systems that cannot display the graphical elements ("Canada" wordmark and the institutional signature) in an accessible manner (e.g. HTML and alt text), it is important to include the institution's applied title in both official languages in the signature block of every employee. This applies to the signature block of employees of bilingual and unilingual designated regions. For a list of bilingual applied titles, please refer to http://www.tbs-sct.gc.ca/Pubs_pol/sipubs/TB_FIP/titlesoffedorg1_e.asp. For additional information on the use of applied titles and the use of the words "Government of Canada" in signature blocks, please refer to the Best Practice for CLF Standard 4.2.

July 2000

To ensure consistency in application, this initiative should be managed by mail and/or systems administrators rather than by individual GoC employees.

It should be noted that technological incompatibility between the sender and the recipient's e-mail systems might cause the institutional signature and the "Canada" wordmark to be stripped from e-mail messages.


Standard 4.4 (Updated)

Institutions must ensure that legitimate electronic correspondence is acknowledged in a timely manner.

Version Histories


Versions Action Effective Date Authority
Version 1.0 First approved 2000-05-04 Letter to Deputy Ministers
Version 1.1 Updated 2005-09-21 Letter to Deputy Ministers

Rationale

Auto-AcknowledgementSample 1

Clients must be assured that their correspondence has been received and will be delivered to the appropriate place and that someone will respond to it. As a professional courtesy to GoC clients, an automatic electronic acknowledgement must be sent indicating that their correspondence has been received. The actual response to the e-mail will be prepared at the discretion of the institution.

From the client or citizen perspective, uncertainty can arise when sending an e-mail to a generic, or institutional or group mailbox, such as, for example, Department X@..., or Division Y@... or Webmaster@... These are used by some departments in the Contact Us or the Help section of the Web site. There is no individual contact, no person, no name to whom one might direct a query regarding the status of the question, comment or request. There can be a question raised in the client's mind - rightly or wrongly - "Will anyone in this nameless, faceless organization really pay attention to my message?" The automatic response in this case, at a minimum, indicates that the mail has been received and that someone will be attending to it. As mentioned, this is done as a courtesy and to inject a slightly "personal" touch into an automated procedure. It is these generic mailboxes to which the standard is addressed, and from which automatic responses must be generated.

In the case where an individual's e-mail address is used, there is no need to generate an automatic acknowledgement. Why?

From the client perspective, the situation is quite different. Here, there is a real person whom one can re-contact regarding any queries or status. If the client doesn't already have the telephone / fax number, it is easily obtainable by having the individual's name / organization, thereby opening other communications channels. If the e-mail, in fact, cannot be delivered for some technical reason, the system will so advise.   This situation is clearly much more service-oriented than is the generic case above. The client does not have same question arise when dealing with someone specific. The courtesy and the personal touch have already been applied. Someone "real" will be paying attention, and the client knows exactly who that is.

If the external address is a GoC site, with a gc.ca e-mail address, then the acknowledgement of receipt and the promise of action should take place. If it is not a gc.ca site, the handling of e-mail should be left to the external addressee to deal with as they see fit. We also want to make a clear distinction between generic or organizational mailboxes and personal ones.

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4.4 Best Practices

If the individual is out of the office for an extended period, the Out of Office Auto-Reply should be used.

E-Mail loops best practices

1) Each corporate e-mail account will have two Internet addresses with one set-up as the default reply e-mail address. When a message is sent to the primary e-mail address (e.g. webmaster@tbs-sct.gc.ca), the auto-reply will be sent using the reply e-mail address (e.g. re-webmaster@tbs-sct.gc.ca). The reply e-mail address must have the auto-reply rule turned off. There is no possibility of a mail loop because any replies sent back to the corporate e-mail account will be addressed to the reply e-mail address (re-webmaster@tbs-sct.gc.ca) which does not have an auto-reply rule.

Example of Option 1:

-----Message d'origine-----
From: re-webmaster@tbs-sct.gc.ca
Date: March 1, 2001 2:43 PM
To: webmaster@tbs-sct.gc.ca
Subject: Looping address example

2) Another option is when a message is sent to a corporate e‑mail address (e.g. webmaster@tbs-sct.gc.ca), the auto-reply should incorporate a blank e‑mail in the "From" field. This will break the "Looping of auto-replies" because the system can't reply to the message because the "From" field is left blank.

Example of Option 2:

-----Message d'origine-----
From: THIS IS BLANK
Date: March 1, 2001 2:43 PM
To: webmaster@tbs-sct.gc.ca
Subject: Looping address example

About Option 2. Some mail systems refuse messages that do not have a valid addresses in the From field. The message would not be delivered and you wouldn't know it. They would never know you got their message.


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