ate portal - dasinsurance · 2018. 5. 3. · ate portal: user guide - external │page 17 of 32...

ATE Portal: User Guide - External │Page 1

of 32

PUBLIC

ATE Portal

User Guide – External Version 1 – May 2018


of 32

PUBLIC

Contents

1 Solicitor User Guide ..................................................................................................................... 3 1.1 Login to the portal ................................................................................................................... 3 1.2 Reset Password ...................................................................................................................... 4 1.3 Submit a case – individual ...................................................................................................... 6 1.4 View case details .................................................................................................................... 8 1.5 Contact DAS with an issue .................................................................................................... 12

2. Solicitor Administrator User Guide ........................................................................................... 13 2.1 Create new user .................................................................................................................... 13 2.2 Change user details .............................................................................................................. 15 2.3 View case details .................................................................................................................. 17 2.4 Contact DAS with an issue .................................................................................................... 21

3. Bulk Upload User Guide ............................................................................................................. 22 3.1 Introduction ............................................................................................................................ 22 3.2 Bulk Upload Spreadsheet ..................................................................................................... 22 3.3 Submitting the spreadsheet .................................................................................................. 22 3.4 Appendix 1 – Data Values ..................................................................................................... 26 3.5 Appendix 2 - Case Type Values............................................................................................ 31


of 32

PUBLIC

1. Solicitor User Guide

1.1 Login to the portal

Navigate to the portal (https://ateportal.das.co.uk/)

Enter your Username and Password

Upon successfully logging in the following page will be displayed

You can also reset your password should you need to – see the next section

https://ateportal.das.co.uk/


of 32

PUBLIC

1.2 Reset Password

On the login page there is an option to reset your password. Click on Reset Password

Enter your email address and click on Send Password Reset Request

A password reset email will be sent to your email address. Check your junk email folder if it

isn’t received


of 32

PUBLIC

Click on the link in the email and enter your new password details

Upon successfully changing password details you will be prompted to login


of 32

PUBLIC

1.3 Submit a case – individual

Select Cases from the menu bar at the top of the portal homepage

Select ‘Create a new case - single case’ from the list of options


of 32

PUBLIC

Select which type of case you would like to submit

Enter details into the form and at the end click on Submit

A Notification will appear to confirm the submission has been successful


of 32

PUBLIC

1.4 View case details

A record of each case submitted via the portal will be stored and can be viewed at a later

date.

1.4.1 View recently submitted cases

To view your 10 most recent cases select Cases from the top menu bar of the portal

homepage

Click on View recent cases


of 32

PUBLIC

The following table will be displayed. The lines in the table can be re-ordered by clicking on

the table headers

1.4.2 Search for a case

Select Cases from the top menu bar of the portal homepage


of 32

PUBLIC

Select Search Cases from the list of options

Search for cases you’ve previously submitted using the various search fields. You are also

able to search using parts of the word or reference

Alternatively press enter whilst the search fields are blank to display all previously submitted

cases.

(Note: Administrators are able to see all cases submitted by the firm)


of 32

PUBLIC

The search results will be displayed in the following table. The lines in the table can be re-

ordered by clicking on the table headers

1.4.3 View case details

To view details of a specific case navigate to the case search results table as above.

Find the relevant row in the table and click on View Details


of 32

PUBLIC

The following view will be displayed

1.5 Contact DAS with an issue

The following icon is displayed on all pages of the portal.

Click on it to display contact details for DAS


of 32

PUBLIC

2. Solicitor Administrator User Guide

2.1 Create new user

Login to the Portal using the following link (https://ateportal.das.co.uk/)

Select Administration from the top menu bar of the portal homepage

Select Create a new user from the list of options



of 32

PUBLIC

Enter details of the new user and click on Submit.

(Note: When entering the users email address please ensure there are no blank spaces)

The new user will get an email asking them to set up their password. They should then be

able to login to the portal


of 32

PUBLIC

2.2 Change user details

Administrators are able to change the following details of other users in the same firm;

User Attribute Description

Name N/A

Email address A users email address is also their username. If it’s changed they will no longer be able to login using their old email address.

Status A user account can be set as active or inactive. Users will not be able to login to an inactive account

User Type There are two types of user - Administrators and Standard. Administrators are able to set up new users, change user details and see all previously submitted cases at a firm. There can be more than one administrator at a firm

To change user details go to the home page and select Administration from the top menu

bar

Select View / edit users from the list of options


of 32

PUBLIC

The following table will be displayed. Locate the relevant user and click on Edit Details to

change their details

Change the user attribute required and then click Save


of 32

PUBLIC

2.3 View case details

All cases submitted via the portal will be stored and viewable at a later date. Administrators

will be able to see all cases submitted by users at their firm.

1.3.1 View recently submitted cases

To view the 10 most recent cases, select Cases from the top menu bar

Click on View recent cases


of 32

PUBLIC

The following table will be displayed. The lines in the table can be re-ordered by clicking on

the table headers

1.3.2 Search for a case

Select Cases from the top menu bar


of 32

PUBLIC

Select Search Cases from the list of options

Search for cases previously submitted using the various search fields. You are also able to

search using parts of the word or reference

Alternatively press enter whilst the search fields are blank to display all previously submitted

cases.


of 32

PUBLIC

The search results will be displayed in the following table. The lines in the table can be re-

ordered by clicking on the table headers

1.3.3 View case details

Navigate to the case search results table as shown above.

Click on View Details next the relevant row in the table


of 32

PUBLIC

The following view is displayed

2.4 Contact DAS with an issue

The following icon is displayed on all pages of the portal.

Click on it to display contact details for DAS


of 32

PUBLIC

3. Bulk Upload User Guide

3.1 Introduction

This facility has been developed to allow new case data to be transferred to DAS in bulk. Not

all Solicitor Firms will have access to this function.

3.2 Bulk Upload Spreadsheet

Information relating to new cases should be entered in the accompanying Excel

spreadsheet, saved as an xls file and uploaded via the ATE Portal. See the sections below

for detailed instructions

Please note: The format of the spreadsheet cannot be altered in any way as this will

cause the upload to fail and you will be asked to resubmit your file.

Similarly the data entered into the spreadsheet must adhere to the formatting set out

in the tables in Appendices 1-2 otherwise the upload will fail.

3.3 Submitting the spreadsheet

Login to the portal using the following link (https://ateportal.das.co.uk/)

Upon logging in select Cases from the top menu bar



of 32

PUBLIC

Select ‘Create a new case – bulk upload’ from the list of options

Confirm Client Approval


of 32

PUBLIC

Choose where the policy schedules will be sent to

Upload the spreadsheet


of 32

PUBLIC

If there are no errors in the uploaded file the following screen will be displayed

If there are errors in the uploaded file they will be displayed as shown below. The table

shows where the error occurred in the uploaded file and what the error was.

The errors will need to be fixed and the spreadsheet uploaded again. It’s important

that only the lines where the errors occurred are included when the spreadsheet is

uploaded again.

To do this, delete the rows that have been successfully uploaded and move all remaining

rows to the top of the spreadsheet underneath the column headers


of 32

PUBLIC

3.4 Appendix 1 – Data Values

Values entered into the bulk upload spreadsheet must follow the format shown in the ‘Value’

column below.

Mandatory fields must be populated. Certain fields are marked MC. These fields become

mandatory depending on the data entered in other fields

Field No:

Field label Field Length

Type Mandatory / Optional

Value

1 Solicitor Reference

25 Alpha-numeric

M Solicitors reference

2 Agent code 6 Numeric M Agent code relates to where the source of business has been referred from. This will either be a direct agency you have with DAS or a third party (intermediary) The Agent Code will have been supplied by DAS

3 Type of retainer 1 Alphabetic M Has to be one of the following; D = Damaged Based Agreement C = Conditional Fee Agreement P = Private (Single letter and in CAPITALS)

4 Date of retainer 10 Numeric M Date format = DD/MM/YYYY Date must be after the incident date (Field 8) but can’t be in the future

5 Claim Type 3 Numeric M Refer to the 'Claim Type' column in Appendix 2

6 EOC Code 4 Alpha-numeric

M Refer to the 'EOC' column in Appendix 2

7 Profile Code 3 Numeric M Refer to the 'Profile' column in Appendix 2

8 Date of incident 10 Numeric M Date format = DD/MM/YYYY Date can't be in the future

9 Summary of case 200 Alphabetic M Free text field but no more than 200 characters

10 Jurisdiction of claim

50 Alphabetic M Has to be one of the following; E = England & Wales S = Scotland I = Ireland (Single letter and in CAPITALS)

11 Prospects of Success

3 Numeric M Number has to be Between 51 & 100 and not include any special characters - eg %


of 32

PUBLIC

12 Damages sought 10 Numeric M Number only (no special characters - eg £) Lower limit of a £1,000

13 Track type 1 Alphabetic M Has to be one of the following; F = Fast Track M = Multi Track P = MOJ Portal S = Small Claims Single letter & Capitals only;

14 Liability admitted 1 Alphabetic M Has to be one of the following; Y = Yes N = No U = Unknown Single letter & Capitals only;

15 Date liability admitted

10 Numeric MC Mandatory if field 14 is 'Y' Date format = DD/MM/YYYY Date needs to be after the date of incident (Field 8) but not in the future

16 Basis of liability 1 Alphabetic MC Mandatory if field 14 is 'Y' Has to be one of the following; F = Full S = Subject to causation (Single letter & Capitals only)

17 Proceedings issued

1 Alphabetic M Has to be one of the following; Y = Yes N = No U = Unknown Single letter & Capitals only;

18 Date proceedings issued

10 Numeric MC Mandatory if field 17 is 'Y' Date format = DD/MM/YYYY Date needs to be after the date of incident (Field 8) but not in the future

19 Date of trial 10 Numeric O Date format = DD/MM/YYYY Date needs to be after the date proceedings were issued (Field 18)

20 Date of trial window

10 Numeric O Start date of the trial window Date format = DD/MM/YYYY Date needs to be after the date proceedings were issued (Field 18)

21 Received formal offer

1 Alphabetic M Has to be one of the following; Y = Yes N = No


of 32

PUBLIC

22 Who made offer 1 Alphabetic MC Mandatory if field 21 is 'Y' Has to be one of the following; D = Defendant C = Claimant Single letter & Capitals only;

23 Offer in respect of 1 Alphabetic MC Mandatory if field 21 is 'Y' Has to be one of the following; Q = Quantum L = Liability B = Both Single letter & Capitals only

24 Date offer made 10 Numeric MC Mandatory if field number 21 is 'Y' Date format = DD/MM/YYYY Date needs to be after the incident date (Field 8) and not in the future

25 Details of offer 200 Alpha-numeric

MC Mandatory if field number 21 is 'Y' Free text field but no more than 200 characters

26 Has Counterclaim been made

1 Alphabetic M Has to be one of the following; Y = Yes N = No Single letter & Capitals only

27 Counterclaim amount

7 Numeric MC Mandatory if field 26 is 'Y' Number only (no special characters - eg £)

28 Number of Claimants

3 Numeric Y In cases with multiple claimants each claimant will need to be entered as a separate line on the spreadsheet The Solicitor Reference (field 1) will need to be different for each claimant Enter '1' in this cell each time

29 Client title 10 Alphabetic M Free text up to a maximum of 10 characters

30 Client first name 35 Alphabetic M Free text up to a maximum of 35 characters

31 Client surname 35 Alphabetic M Free text up to a maximum of 35 characters

32 Client Business name

35 Alphabetic O Free text up to a maximum of 35 characters

33 Client Business name 2


34 Client Business name 3



of 32

PUBLIC

35 Client Date of birth

10 Numeric M DD/MM/YYYY The date entered cannot be in the future

36 Using a Personal Rep

1 Alphabetic M Has to be one of the following; Y = Yes N = No Single letter & Capitals only If Client is under 18 this field needs to be 'Y'

37 Personal Rep Title

10 Alphabetic MC Mandatory if field 36 is 'Y' Free text

38 Personal Rep first name


39 Personal Rep surname


40 Address line 1 35 Alphabetic M If the client is using a personal representative then the personal representative address is required otherwise the client address is required.

41 Address line 2 35 Alphabetic O If the client is using a personal representative then the personal representative address is required otherwise the client address is required.

42 Town 20 Alphabetic M If the client is using a personal representative then the personal representative address is required otherwise the client address is required.

43 County 20 Alphabetic M If the client is using a personal representative then the personal representative address is required otherwise the client address is required.

44 Postcode 1 4 Alpha-numeric

M If the client is using a personal representative then the personal representative address is required otherwise the client address is required. Enter the first 3 or 4 characters of the postcode

45 Postcode 2 4 Alpha-numeric

M If the client is using a personal representative then the personal representative address is required otherwise the client address is required. Enter the last 3 characters of the


of 32

PUBLIC

postcode

46 Number of Defendants

3 Numeric M Spreadsheet only allows one defendant to be entered per case For cases with multiple defendants please contact DAS separately

47 Def Title 10 Alphabetic O Defendant has to either be an individual or a business. If individual then fields 48 and 49 need to be populated If a business then field 50 needs to be populated Fields 47, 51, 52 are optional

48 Def first name 35 Alphabetic MC

49 Def surname 35 Alphabetic MC

50 Def Name of business

35 Alphabetic MC

51 Def Name of business 2

35 Alphabetic O

52 Def Name of business 3

35 Alphabetic O

53 Def insurer name 35 Alphabetic M Free text up to a maximum of 35 characters

Please enter the name of the defendants insurer or enter 'unknown' if you don’t have details

54 LOI required for Expert Reports pre issue

7 Numeric MC LOI = Limit of Indemnity (the amount of insurance cover) Mandatory if Field 7 is '155'

55 LOI required for Disbursements pre issue

7 Numeric O LOI = Limit of Indemnity (the amount of insurance cover) Mandatory if Field 7 is '155'

56 LOI required for Expert Reports post issue

7 Numeric MC LOI = Limit of Indemnity (the amount of insurance cover) Mandatory if Field 7 is '155'

57 LOI required for other disbursements post issue

7 Numeric O LOI = Limit of Indemnity (the amount of insurance cover) Mandatory if Field 7 is '155'


of 32

PUBLIC

3.5 Appendix 2 - Case Type Values

Profile EOC Description Claim Type

Motor - 151

141A Motor 22 Motor Driver PI

20 Motor Passenger PI

828 Motorbike - Driver

829 Motorbike - Passenger

141L Pedestrian 23 Personal Injury

141M Cyclist 23 Personal Injury

Non Motor - 152

141B PI - Other

810 Product Liability

811 Public Liability

812 Occupiers Liability

825 PTSD

826 Assault

827 Sports Injury

832 Animals Act

833 Sexual Abuse

835 Harassment Act

836 Prisoner

310 Travel - Sickness

311 Travel - Accident

141G PI - Trip Slip (Public

Liability) 23 Personal Injury

141H PI - Work 23 Personal Injury

824 Employers Liability (trip/slip)

141F PI - Industrial Disease 813 Asbestos

814 VWF

815 Dermatitis

816 Deafness

831 Asthma

29 Other I.D.

141N Mesothelioma 29 Other I.D.

Clinical Negligence -

155 215B Clinical Negligence 25 Medical Negligence

Civil Litigation - 153

012E Tenancy Disputes 38 ATE Personal

200C Accounts Negligence 11 Motor Contract Dispute

201C Solicitors Negligence 21 Tort

202C Surveyors Negligence 26 Boundary Dispute

203C Other Negligence 27 Employment Dispute

221A Insolvency 41 Property Damage

232B Contract Disputes -

Goods 42 Nuisance

233B Contract Disputes - 43 Trespass


of 32

PUBLIC

Services

234B Contract Disputes - Other 131 Inheritance Dispute

235B Debt Recovery 132 Misrepresentation

241B Bent Metal 837 Property Dispute

241C PPI

ate portal - dasinsurance · 2018. 5. 3. · ate portal: user guide - external │page 17 of 32...

Documents