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User Guide - Legal Services Commission

1. LPPortal A home for legal profession regulation An initiative of the Queensland Legal Services Commission and Genesys Software Solutions Figure 1 Landing Note You may have access via multiple access types i e most solicitors could have both firm and personal access In this case you should select the appropriate access type for the tasks you want perform For example choose Law Firms for access on behalf of your firm or Lawyers for personal access Note Access types marked with a red cross are either Under Construction or Under Maintenance i e they are currently unavailable for public use Once you have selected your access type you will be presented with the sign in page as shown in Figure 2 Page 6 LPPortal User Documentation LPPortal A home for legal profession regulation Sign In Law Firms LPPortal gives subscription managers and subscribers at law firms authenticated access to products and information made available by participating legal profession regulators Please select your jurisdiction then enter your username and password Jurisdiction Queensland Username Email Address Password o 2 Sign In Forgotten your password Request an automated password reset New to LPPortal Sign up as a registered subscription manager LPPortal A home for legal profession regulation An initiative of the Queensland Legal Services Commission and Genesys Sof
2. extract for the ILP png jog gif tiff or pdf as shown in Figure 32 Page 33 LPPortal User Documentation Company Documents 2010 2011 Please provide a copy of your Corporations Law memorandum and Articles of Association together with an ASIC current company extract for the ILP File Comment Delete 1 ArticlesOfAssociation pdf Articles mj 2 ASIC pdf ASIC FP 3 CorporationsLawMemorandum pdf Corporations Law Memo O a Browse rrr Le Save Figure 32 Company Documents 7 8 Non Legal Directors amp Executive Officers In order to assess compliance with section 1292 Legal profession Act 2007 please provide details in respect of the non legal directors and executive officers as shown in Figure 33 Name Relationship Occupation 1 Nobody Green CEO Businessman 2 Nobody Jones Major Shareholder Executive Officer srt EE 1 See Dictionary Schedule 2 Legal Profession Act 2007 2 This information vill also assist in assessing the risk associated with possible contravention of the Act Rules and Regulations and in particular section 143 Undue Influence Legal Profession Act 2007 3 For example is the non legal director a spouse or a third party who is a business partner or an officer or employee of a related body corporate or business This information will assist in assessing the risk associated with possible contravention of the Act Rules and Regulations and in particular section 143 Undu
3. gt New b ILP annual survey La Create 3 Ethics Checks 4 Notifications ILP 5 Regulatory Data Legend Y ILP self assessment form Please select the financial year and click create There can only be one ILP self assessment form per financial year LPPortal A home for legal profession regulation An initiative of the Queensland Legal Services Commission and Genesys Software Solutions Figure 21 New Self Assessment Form 6 2 Self Assessment Form Questions At its most granular level a Self Assessment Form is comprised of a collection of questions Each question may have mandatory and optional sections All mandatory sections must be completed before submitting the form Each question has the following basic structure shown in bold with an example Key concepts to consider when addressing the objective Page 25 LPPortal User Documentation Fee earners practise only in areas where they have appropriate competence and expertise This is the statement of what is required by you i e this is the question Examples of evidence or systems most likely to lead to compliance A written statement setting out the types of matters in which the practice will accept instructions and that those instructions will not be accepted in any other types of matters This is an example of the types of evidence or systems that you must have in place to meet this requirement at a level that is satisfactory to t
4. in Section 2 1 2 On the LPPortal home page click on the change your password link on the bottom of the page 3 You will then be presented with the screen the screen shown in Figure 14 LPPortal A home for legal profession regulation Hello Smithy nobody smith another law firm Law Firms Queensland Sign Out My Products 1 My Firms Risk Data 2 Compliance Tools 3 Ethics Checks 4 Notifications ILP 5 Regulatory Data Legend Open All Product Groups ax Close All Product Groups Open Product Group Close Product Group A Unsubmitted Open Matter E Download File External Link B External File Link B New Item B View Item gj Edit Item 2 Send Email Mandatory Field Change Your Password Please enter your current password then enter and confirm your new password Your new password must meet the password strength requirements listed below A Once you have successfully changed your password you will be signed out of LPPortal Current Password eoersssssso New Password CA Confirm Password evcccccccceee gt Submit Changing your password here does not reset your password expiry date To reset your password expiry date you must perform an automated password reset instead This can only be performed from the sign in page Password Strength Requirements Your new password must contain 1 Atleast 8 character s 2 Atleast 1 upper case lette
5. remesa My Products New 1 Trust Account Mngmt 2 My Firms Risk Data QO 3 Compliance Tools a ILP self assessment form Financial Year b ILP annual survey please select 2009 2010 2008 2009 New 4 Ethics Checks 5 Notifications ILP 6 Notifications T A 7 Regulatory Data Legend ILP annual survey Please select the financial year and click create e Create There can only be one ILP annual survey per financial year LPPortal A home for legal profession regulation An initiative of the Queensland Legal Services Commission and Genesys Software Solutions Figure 27 New Annual Survey 7 2 Annual Survey Categories Choose a financial year to access that financial year s categories The following seven categories exist for the Annual Survey 1 Non Legal Services 2 Major Areas of Law by Revenue 3 Gross Fee Income and Staff Numbers 4 Professional Indemnity Insurance Page 31 LPPortal User Documentation 5 Company Documents 6 Non Legal Directors amp Executive Officers 7 Shareholders Each category in the Annual Survey is implemented as a custom web form designed for the purpose of entering information specific to the Annual Survey The following sections outline the specifics of each category custom web form 7 3 Non Legal Services Is the incorporated legal practice providing services other than legal services If so please advise the na
6. screen as shown in Figure 11 Page 14 LPPortal User Documentation Lawyers Queensland LPPortal A home for legal profession regulation Sign Up Lawyers You must read and accept the terms and conditions before proceeding Y I accept the terms and conditions governing the use of LPPortal Step 2 of 2 Select Products Products are offerings from your regulator They should assist you in meeting your regulatory requirements online Product Subscribe My Complaints History Bundle Vv Submit LPPortal A home for legal profession regulation An initiative of the Queensland Legal Services Commission and Genesys Software Solutions Figure 11 Select Products 2 of 2 8 You must now read and accept the Terms and Conditions governing the use of LPPortal and you can select the products that you wish to subscribe to Note If you are unsure as to which products to subscribe to then please subscribe to all products or contact your regulator for more information 9 Once you are satisfied with your product selections click Submit to create your new Subscriber account 10 You will then be redirected to the sign in page Please check your email to obtain your password You will receive an email similar to the one depicted in Figure 12 LPPortal New Subscription Request LPPortal FM Support Services support Ipportal com au t None subscriptions Glpportal com au The following
7. 30 00 Estimated Gross Fee Income GFI 2 100 000 000 00 PI Claims Made Last Financial Year 2 2 PI Claims Paid Last Financial Year 4 C j LA Save 1 please note that staff numbers are being collected for consideration in respect of suitability of supervision procedures and management systems in general 2 Gross Fee Income is the Gross Professional Fees Rendered for a year or expected to be rendered This vill be the amount you have previously advised to your professional indemnity insurer Please note that this information is strictly confidential and covered by the Commission s strict confidentiality obligations provided by the Act Figure 30 Gross Fee Income and Staff Numbers 7 6 Professional Indemnity Insurance Please provide a copy of the law practice s professional indemnity insurance certificate png jpg gif tiff or pdf as shown in Figure 31 Professional Indemnity Insurance 2010 2011 Please provide a copy of the law practice s professional indemnity insurance File Comment Delete 1 PII CERT pdf Our PII Certificate O 2 M Browse LA Save 1 The legal practitioner director s executive officers are responsible for maintaining professional indemnity insurance Section 121 Legal Profession Act 2007 Figure 31 Professional Indemnity Insurance 7 7 Company Documents Please provide a copy of your Corporations Law memorandum and Articles of Association together with an ASIC current company
8. 4 2 Firm Activity Subscription Managers Only ooocococonocononononononononononononono nono nono nono nono ncno nano nannos 22 5 Subscriber Functions Subscribers Only coonooooooncnononononanananococoononnonononoconocnonnonononononos 24 5 1 MY SUBSEMOTOMS 000 id a ds 24 6 Self Assessment Form ILPs Only s ecic ccccscscesscsccsecdsecsssssaccsessasevecvesasccsssseccectesasssosssescasessesssesensee 25 6 1 New Self Assessment Mia diia 25 6 2 Self Assessment Form QUESTIONS ci eeeeeeesseeseeeseeeseeseeecseeseeseessseesesseescsessesseeaesasseesessseaeereneeas 25 6 3 Self Assessment Form Categories ccsccssccssccsscsssccssccseccsecsseceseccsecesecssecssncsseceseesseceseeeseees 26 6 4 Open Self ASSESSMENT FOrM cccssccsssccesscccsssccsssccsssecessecesseccsssecsssecessecessecesseecsssecsssseesseeesaes 27 6 5 Submitted Selt Assessment Fotocasa diria E Ee E dobra 28 7 Annual Survey ILPS Only lo suisses ie aaie o eieiei E iae E i iE 31 7 1 New AnNUANSUIVOyo idad dad ias 31 7 2 Annual Suey Caledonia aaa aaa 31 7 3 Non Legal Services aiii ad 32 7 4 Major Areas of Law by ReEVenUe eesesesressesresresressessessessessessesessessessessessessessessessessessessesaes 32 LPPortal User Documentation 7 5 Gross Fee Income and Staff NUMDEIS ooocccccococcnacoconnnnnononannnonoonnnnonnonnonnononn cnn on non cnnanacnnonnons 33 7 6 Professional Indemnity INSULANCE ooooccnocccnonnconnnononanonanononnnonanaconnnncnnnnonn
9. Annual Survey Certification 7 11 Submitted Annual Survey Once you have submitted the Annual Survey you will be presented with a page that can be used to track the survey s status including receiving feedback from your regulator Please refer to Section 6 5 of this document for more information Note You can still access the categories and custom forms once the Annual Survey has been submitted so you can review your answers at any time in the future Page 35 LPPortal User Documentation 8 Generic Web Forms Generic Web Forms are a generalised method of accessing either detailed or summarised statistical data from the regulatory database Some examples of the kinds of data that can be viewed are as follows e Conduct Matters e Consumer Disputes e Inquiries e Dismissed Complaints 8 1 Detail Display A Detail Display lets you review record by record data from the regulatory database page by page as shown in Figure 36 detail display Introduction This page lists inquiries recorded against this firm and any predecesor firm within the last 5 financial years Page 1 of 11 Next Page gt Date Category Details Area of Law Outcome Prv 13 Jul 09 Quality of Negligence Conveyancing Provided Complaint Form No Service 23 Jun 09 Quality of Competence amp Conveyancing Mediation Attempted No Service Diligence 02 Jun 09 Quality of Competence amp Conveyancing Enquirer Satisfied No Service
10. Diligence 28 May 09 Communication Lack of Conveyancing Enquirer Satisfied No Communication 22 May 09 Quality of Competence amp Conveyancing Provided Complaint Form No Service Diligence 13 May 09 Quality of Competence amp Conveyancing Lost Contact with No Service Diligence Complainant Enquirer 12 Mar 09 Nature of Advice Legal Conveyancing Enquirer Satisfied No Enquiry Process System 28 Jan 09 Ethical Matters Misleading Conveyancing Listened to callers concerns No Dishonest Conduct 11 Dec08 Quality of Competence Deceased Estates or Listened to callers concerns No Service Diligence Trusts 04 Dec08 Z Other Other Workplace Provided Complaint Form No Industrial Relations 1 10 of 109 Next Page gt Note A value of Yes in the Prv column indicates that this complaint was recorded against a firm that was considered to be a predecessor of the current firm Figure 36 Detail Display 8 2 Summary Display A Summary Display lets you review overall totals and collections of data from the regulatory database as shown in Figure 37 Page 36 LPPortal PPortal er Documentation __ Page 37 summary by area of law Introduction This page categorises inquiries received by the commission regarding this firm and any predecesor firm within the last 5 financial years by the area of law Area of Law 09 10 08 09 07 08 06 07 05 06 Total Advertising 0 0 o o o o Conveyancing 1 101 Deceas
11. Form is matter regarding a specific financial year i e there can only be one form per financial year Page 27 LPPortal User Documentation Clicking on ILP Self Assessment Form provides general work instructions on how to complete the Self Assessment Form Clicking on the Financial Year presents the certification page which requires a record of the number of days or hours it took your firm to prepare and complete the Self Assessment Form Note This must be the sum of the preparation working time of all involved parties Once you are satisfied with the information provided for all questions in all categories for the entire form you can click Submit to submit the form to your regulator Note Once you click Submit you can no longer update the form An example of the Self Assessment Form certification page is shown in Figure 24 Law Firms Queensland LPPortal Sign Out A home for legal profession regulation Hello Demo Isc lsc qld gov au De tome monne voere is m rimae o so commas on My Products 2010 2011 1 Trust Account Mngmt Work Instructions ILP Self Assessment Form 2 My Firms Risk Data 3 Compliance Tools a ILP self assessment form Please complete the details outlined in each of the 10 categories listed in the left hand pane 2010 2011 7 Certification i Negligence Communication Length of time taken to complete audit iii Delay Days iv Liens and File Trans
12. LPPortal User Guide Prepared By Genesys Software Solutions Authors Genesys Software Solutions Document LPPortal_User_Doco doc Date 7 04 2010 LPPortal User Documentation Table of Contents TL Intro dUECHON ccticcociio ii iii ais 4 1 1 VSTSIO Mii A En 4 1 2 Uig ELONE EE Oe ee 4 1 3 DETINITIONS ena Rea eA eles E A R E a T R n RE AAR SES 4 1 4 SCOPE aaan a a a a a aaa a a aa a aa aaa 4 1 5 ADDITION Shaira e festa delete a a EA an 5 2 The Sign In amp Registration Processes sssseessseeessseesssseoessseeessseeessseeessseosssseosssseesssseesssseesssseese 6 2 1 Sighing IT LP POM hide ici a R ide hasan diate 6 2 2 New SUBSErIDTION Mango ak Ansan ANBES HANNE RUE ANME BUA HARBE SNM ANAL 8 2 3 New Authorised User Subscription Managers Only ooconoccnoconoconoconononononononononnononcnononoss 1 2 4 NEW SUBSCHIDER cocida ii 13 2 5 Request an Automated Password Requ 6 ST coooccocccononncnonncoonacoonanonnnnonancconnno rra conan connccnnnnoos 16 2 6 Change YOUr PAS wO urriena EAEE iria 17 3 Manage Users Subscription Managers Only ocoooocccnononcconoconcconoconcconooncconooonccnnoonnos 19 3 1 List of Authorised Uses censire er R ere ea a eseis 19 3 2 Authorised User Detalla aiii iii 20 3 3 Egit Authorised UseriDetdlilS siepe seen Salada idee ea ees inlaid eelieeteaksel tact oe 20 O O 22 4 1 My Activity Subscription Managers amp Authorised Users Only oocoooccccncccccoccconoconannnono 22
13. Services Commission and Genesys Software Solutions Figure 8 New Authorised User 6 You must now enter the following information a Name The user s name e g Nobody Jones b Username The prefix of the user s email address e g nobody jones Note The email address must be an email address at your firm c Position The position the user hold s at your firm e g Secretary d Salutation The user s preferred name e Category Product Select Products from the available Categories to give the Authorised User access to those products You should also specify the access rights for the authorised user to the selected products Note Access rights allow you to provide your Authorised Users with either no access view access update access or add access depending on what access you wish to allow them to have to each product 7 Once you have completed the product selection click Create to create the new Authorised User account The Authorised User will be emailed their account details including their generated password immediately The user will receive an email similar to the one depicted in Figure 9 Page 12 LPPortal User Documentation LPPortal New Subscription Request LPPortal FM Support Services support Ipportal com au t None subscriptions ipportal com au The following subscription request was submitted on 17 12 2009 at 3 32 PM Subscription Manager Access Law Firm
14. al New Subscription Request LPPortal FM Support Services support Ipportal com au t None subscriptions lpportal com au The following subscription request was submitted on 17 12 2009 at 3 32 PM Subscription Manager Access Law Firms Jurisdiction Queensland Email nobody demolawfirm com au Name Nobody Jackson Firm Demo Law Firm Position Director Salutation Jack Requested Products Compliance Tools Bundle Regards LPPortal Notification Services Figure 6 New Subscription Manager Email 11 You can now use your username and password to login into LPPortal by following the directions outlined in Section 2 1 Page 10 LPPortal User Documentation 2 3 New Authorised User Subscription Managers Only Note New Authorised Users are created by a firm s Subscription Manager Authorised Users are users which have been granted access to a firm s information by the firm s Subscription Manager A Subscription Manager can create new Authorised Users as follows 1 Sign in to LPPortal as described in Section 2 1 2 Select Manager Users from the top navigation menu bar 3 You will be presented with the Manager Users page shown in Figure 7 Law Firms Queensland LPPortal Sign Out A home for legal profession regulation Hello Smithy nobody smith another law firm Me My Products Manage Users 1 My Firms Risk Data Q 2 Compliance Tools 3 Ethics Checks 4 Notifications ILP N
15. ame 5 Regulatory Data Legend Y Click on a user s name to view their account details B Create a new authorised user Username Inactive Expired LPPortal A home for legal profession regulation An initiative of the Queensland Legal Services Commission and Genesys Software Solutions Figure 7 Manage Users 4 Click on the link Create a new authorised user 5 You will be presented with the New Authorised User page shown in Figure 8 Page 11 LPPortal User Documentation Law Firms Queensland LPPortal Sign Out A home for legal profession regulation Hello Jack nobody demolawfirm com au Fs tome no o wrimscity os con avon My Products Manage Users 1 Compliance Tools a ILP self assessment form b ILP annual survey Create a new user by filling in their details Legend Y New Authorised User Name Nobody Jones Username nobody jones demolawfirm com au Position Secretary Salutation Joanie 7 Select All X Deselect All Category Product View Update Add Compliance Tools ILP self assessment form Mv v v ILP annual survey Vv Vv Vv Ly Create 1 The user s username must be an existing email address from your organisation 2 The user s salutation is their preferred name 3 The user should perform an automated password reset from the sign in page LPPortal A home for legal profession regulation An initiative of the Queensland Legal
16. cconn corra nonnn conan ccnn anos 33 7 7 Company DOCUS AAA A 33 7 8 Non Legal Directors amp Executive Officers ooocococonoconononononononononnononononono nono nono nono nono nono nono nono 34 7 9 She reholdersss anwn sis SRse Sea NNO BNE ARGH ANH a E a AAS AAR Seale en 34 FAQ o UA A 34 TIT Submited ANQUASUIVE eiii ia io 35 8 Generic A A oreas en oea etaan eoat e esaka s Sees aa eE asee oe a oseni tS 36 8 1 BISE ABIN E E AAE A E A TA TASAA SEET TA 36 8 2 SUMMA DISPARA A Ae HAIN a E E E TR 36 Page 3 LPPortal User Documentation 1 Introduction 1 1 Version 0 1 January 2010 1 2 Purpose This document provides user documentation for LPPortal 1 3 Definitions Subscribed Product A Subscribed Product is an offering to which you have elected to subscribe Subscription Manager The Subscription Manager is the person selected by your firm to administrate your firm s access to LPPortal Authorised User An Authorised User is a person who has been granted access to a firm s information by their Subscription Manager Subscriber A Subscriber is a person who has access to LPPortal in their own right e g a legal practitioner so they can access their personal regulatory information 1 4 Scope This user documentation provides the following information 1 How to sign in to LPPortal 2 How to register for access to LPPortal 3 How to manage your password change password and reset password 4 Th
17. e Influence Legal Profession Act 2007 Figure 33 Non Legal Directors amp Executive Officers 7 9 Shareholders In order to assess compliance with section 1292 Legal Profession Act 2007 please provide the following details in respect of shareholders who are not Australian legal practitioners engaged in the provision of legal services by the law practice as shown in Figure 34 Name Relationship 1 Nobody Green Person Unknown 2 Nobody Jones Cousin of Director S a A Le Save 1 See Dictionary Schedule 2 Legal Profession Act 2007 2 This information will also assist in assessing the risk associated with possible contravention of the Act Rules and Regulations and in particular section 143 Undue Influence Legal Profession Act 2007 3 For example is the shareholder a spouse a third party who is a business partner or an officer or employee of a related body corporate or business or a person unknown This information will also assist in assessing the risk associated with possible contravention of section 143 Undue Influence Legal Profession Act 2007 Figure 34 Shareholders 7 10 Open Annual Survey Each Annual Survey is matter regarding a specific financial year i e there can only be one form per financial year Clicking on ILP Annual Survey provides general Page 34 LPPortal User Documentation work instructions on how to complete it Clicking on the Financial Year shows the certification page which re
18. e for legal profession regulation Sign Up Law Firms Only one person from your firm can be the subscription manager Once your details have been submitted our support staff will process your request as soon as possible Your login details will be sent to you via email once this verification process has been completed Step 1 of 2 Please select your jurisdiction then enter your name email address position and salutation Jurisdiction Queensland y Name Nobody Jackson Email Address nobody demolawfirm com au Position Director S Salutation 3 ra 9 Your email address suffix must be exclusive to your firm for automatic registration to take place Next Indicates a mandatory field 1 Your firm will be determined from the suffix of your email address 2 Your position is the role you perform at your firm 3 Your salutation is your preferred name 4 You can t automatically register with a generic email address e g hotmail com LPPortal A home for legal profession regulation An initiative of the Queensland Legal Services Commission and Genesys Software Solutions Figure 4 Sign Up 1 of 2 5 You must now enter the following information e Jurisdiction Your regulatory jurisdiction e g Queensland Name Your name e g Nobody Smith Email Address e g nobodyOdemolawfirm com au Position The position you hold at your firm e g Manager Sal
19. e functions of a Subscription Manager 5 The functions of a Subscriber 6 Subscribed Products including a Self Assessment Form b Annual Survey Page 4 LPPortal User Documentation c Generic Web Forms e g Statistics Risk Data etc 7 It also covers some housekeeping information including a Activity Displays and Audit Logs 1 5 Abbreviations Abbreviation Description LPPortal The Legal Profession Portal CMS Case Management System Contact LSC Legal Services Commission Queensland QLS Queensland Law Society BAQ Bar Association of Queensland Page 5 LPPortal User Documentation 2 The Sign In 8 Registration Processes 2 1 Signing In To LPPortal LPPortal is a multi jurisdictional regulatory portal developed to assist with the delivery of legal services and the regulation of the legal profession in Queensland To sign in to LPPortal you must select the access type that is applicable to you as shown in Figure 1 LPPortal A home for legal profession regulation Welcome to LPPortal LPPortal gives authorised subscribers and members of the public access to products and information provided by participating legal profession regulators Authorised Subscribers authenticated access only Law Firms amp Lawyers X Related Organisations Under Construction Members of the Public Public Access X Applicants e g for admission to the legal profession Under Construction
20. ed Estates or Trusts 0 1 o 0 0 1 Leases Mortgages 0 0 1 0 0 1 Property Law o o o 1 1 2 Unknown 0 0 1 1 0 2 Workplace Industrial Relations o 1 o 0 0 1 Z Other 0 0 o 0 1 1 Total 1 16 34 41 17 109 Note Any highlighted cells on display indicate potential risk alerts for this firm Figure 37 Summary by Area of Law
21. er 4 You will then be presented with the screen shown in Figure 10 Page 13 LPPortal User Documentation Lawyers LPPortal A home for legal profession regulation Sign Up Lawyers Once your details have been submitted our support staff will process your request as soon as possible Your login details will be sent to you via email once this verification process has been completed Step 1 of 2 Please select your jurisdiction then enter your name email address and salutation Jurisdiction Queensland Name Nobody Demo Email Address demo demolawfirm com au Salutation 1 Demi Your email address must exist in the regulatory database for automatic registration to take place aj Next Indicates a mandatory field 1 Your firm will be determined from the suffix of your email address 2 Your salutation is your preferred name 3 You can t automatically register with a generic email address e g hotmail com LPPortal A home for legal profession regulation An initiative of the Queensland Legal Services Commission and Genesys Software Solutions Figure 10 Sign Up 1 of 2 5 You must now enter the following information a Jurisdiction Your regulatory jurisdiction b Name Your name c Email Address d Salutation Your preferred name 6 Once you have entered your information click Next 7 You will then be presented with the product selection
22. fers i v Cost Disclosure Billimg Hours Practices and Termination of Retainer Once you press submit you can no longer update the form vi Conflicts of Interest vii Records Management Submit viii Undertakings ix Supervision of Practice Staff x Trust Accounts 2008 2009 New b ILP annual survey 4 Ethics Checks 5 Notifications ILP Y 6 Notifications T A O 7 Regulatory Data Legend Y LPPortal A home for legal profession regulation An initiative of the Queensland Legal Services Commission and Genesys Software Solutions Figure 24 Self Assessment Form Certification 6 5 Submitted Self Assessment Form Once you have submitted the Self Assessment Form you will be presented with a page that can be used to track the form s status including receiving feedback from your regulator The following information is provided by the Matter Summary screen 1 Feedback from the regulator Page 28 LPPortal User Documentation 2 Review comments 3 Workflow status 4 Activity Summary including ad b Created By The created by user date time for the form Time Taken The number of days hours reported on submission Time Elapsed The number of days hours from creation to submission Submitted By The user date time the form was submitted Updated By The last date time the form was updated for each user Viewed By The last date time the form wa
23. he Subscription Manager with a current list of their Authorised Users This list can be used to keep track of who has access to your firm s information An example list of Authorised Users is shown in Figure 15 Law Firms Queensland y LPPortal Sign Out A home for legal profession regulation Hello Demo Isc lsc qld gov au Frome Len iy rim sn ooo 0 My Products Manage Users 1 Trust Account Mngmt Click on a user s name to view their account details 2 My Fi Risk Dat ma EA Lg Create a new authorised user 3 Compliance Tools 4 Ethics Checks Name Username Inactive Expired 5 Notifications ILP O Do a a 3 F 6 Notifications T A Q l Demo User user lsc qld gov au lo es 7 Regulatory Data B Demo User 2 E user2 lsc qid gov au Yes No Legend B Demo User 3 E user3 lsc qld gov au Yes Yes B Demo User 4 E user4 lsc qid gov au No No LPPortal A home for legal profession regulation An initiative of the Queensland Legal Services Commission and Genesys Software Solutions Figure 15 List of Authorised Users Inactive Inactive user accounts cannot sign in to LPPortal For example an Authorised User should be made inactive when that person is no longer employed by your firm Expired An expired user account cannot sign in to LPPortal An expired user can reset their password via the process in Section 2 5 Page 19 LPPortal User Documentation 3 2 Authorised User Details You ca
24. he following details can be updated by the Subscriber 1 Name Can be updated for name changes 2 Username Can be updated if your email address changes 3 Salutation You can change your preferred name 4 Category Product You can change which products you wish to see in the left navigator This allows you to hide products that are of no use to you An example of the My Subscriptions page is shown in Figure 20 Lawyers Queensland LPPortal Sign Out A home for legal profession regulation Hello Demi demo demolawfirm com au My Products My Subscriptions 1 My Complaint History Y Click on your name to edit your subscriptions a my conduct matters b my consumer disputes Name Nobody Demo sj c inquiries about myself d my dismissed complaints Legend Y Salutation Demi Username demo demolawfirm com au EJ Here are the products available to you as part of your subscriptions Category Product Show 1 My Complaint History my conduct matters my consumer disputes inquiries about myself 58 my dismissed complaints 1 Indicates that the product is listed shovm in your products navigator LPPortal A home for legal profession regulation An initiative of the Queensland Legal Services Commission and Genesys Software Solutions Figure 20 My Subscriptions Page 24 LPPortal User Documentation 6 Self Assessment Form ILPs Only Note Currently the Self As
25. he regulator Arrangements already implemented Location of evidence Here you must describe the arrangements you already have in place to meet this objective and where the regulator can look to see evident of those arrangements Details of system improvement required by ILP Here you can outline what improvements you currently have in progress and how they will help you to better meet this objective An example of a question is shown in Figure 22 Question 1 top Key concepts to consider when addressing Objective Fee earners practise only in areas where they have appropriate competence and expertise Examples of possible evidence or systems most likely to lead to compliance A written statement setting out the types of matters in which the practice will accept instructions and that instructions will not be accepted in any other types of matters Arrangements already implemented Location of evidence hide what you have done where is the evidence Details of system improvement required by ILP hide what you think you can do better and how you are planning implementing these improvements Figure 22 An Example SAF Question 6 3 Self Assessment Form Categories A category is a group of questions Questions on similar topics are grouped into the Page 26 LPPortal User Documentation same category e g Negligence Each category is the lowest level navigation item in the products navigation Choose a fina
26. iew 15Dec09 02 31PM CMPLOO1 2009 2010 Negligence View 15Dec09 02 31PM CMPLOO1 2009 2010 Negligence View 15Dec09 02 31PM CMPLOO1 2009 2010 Negligence View 15Dec09 02 31PM CMPLOO1 2009 2010 Negligence View 15Dec09 02 30PM CMPLOO1 2009 2010 Negligence View 15Dec09 02 30PM CMPLOO1 2009 2010 Negligence View lt Prev Page 11 20 of 745 Next Page gt 1 Question Number If applicable LPPortal A home for legal profession regulation An initiative of the Queensland Legal Services Commission and Genesys Software Solutions Figure 18 My Activity 4 2 Firm Activity Subscription Managers Only Subscription Managers can also track their Authorised User s activity The Firm Activity page combines the activity records of all Authorised Users into a single tabular view so that Subscription Managers can keep track of their user s activity Note Activity is only tracked for products where changes can be made to data i e activity is not recorded for read only products An example of the Firm Activity page is shown in Figure 19 Page 22 LPPortal User Documentation Law Firms Queensland LPPortal Sigi Out A home for legal profession regulation Hello Smithy nobody smith another law firm Fone rs aro err nay so con cmon My Products Firm Activity 1 My Firms Risk Data All 2 Compliance Tools 3 Ethics Checks Y Filter All Create Delete Submit Update View 4 Notification
27. le yet Workflow Status Description Start ish Audit Assigned 17 Nov 09 Open Audit Opened 17 Nov 09 17 Nov 09 Activity Summary This section contains information about the activity on this matter Created By Nobody Smith 17 Nov 09 09 48 AM Time Taken 1 Days Time Elapsed 1 Hours Submitted By Nobody Smith 17 Nov 09 09 49 AM Updated By Nobody Smith 17 Nov 09 09 49 AM Viewed By Nobody Smith 10 Dec 09 02 43 PM John Briton 09 Jun 09 12 18 PM The dates and times shown are the most recent activity date and time for the specified activity type LPPortal A home for legal profession regulation An initiative of the Queensland Legal Services Commission and Genesys Software Solutions Figure 25 Matter 8 Activity Summary LPPortal A home for legal profession regulation Law Firms Queensland Sign Out Hello Demo Isc lsc qld gov au My Products 4 1 Trust Account Mngmt 2 My Firms Risk Data 3 Compliance Tools a ILP self assessment form 2010 2011 i Negligence ii Communication iii Delay iv Liens and File Transfers v Cost Disclosure Billing Practices and Termination of Retainer vi Conflicts of Interest vii Records Management Undertakings ix Supervision of Practice Staff x Trust Accounts 2008 2009 New viii Figure 26 Submitted Category amp Question Negligence 2010 2011 Goto Q1 Q2 Q3 Q4 Q5 Q6 Objective Competent wo
28. n click on a user s name to drill down and view their details The following details are provided 1 Name The user s name in full 2 Username The user s email address at your firm 3 Position The user s job role at your firm e g Secretary Partner etc 4 Salutation The user s preferred name e g James but prefers Jim 5 Inactive Status The user s account is disabled 6 Expired Status The user s password has expired 7 Categories Products Access Levels The user s products and the access levels you have given that user to those products An example of the Authorised User details screen is shown in Figure 16 Law Firms Queensland LPPortal Sign Out A home for legal profession regulation Hello Jack nobody demolawfirm com au Do tome noi ro ico sn ooo on My Products gt lt Manage Users 1 Compliance Tools Authorised User Details a ILP self assessment form b ILP annual survey Click on the user s name to edit their details Legend 9 Name Nobody Jones sj Username nobody jones demolawfirm com au EJ Position Secretary Salutation Joanie Inactive No Expired No Category Product View Update Add Compliance Tools ILP self assessment form Y lt a lt a ILP annual survey Y Y Y LPPortal A home for legal profession regulation An initiative of the Queensland Legal Services Commission and Genesys Software Solutions Figure 16 Autho
29. ncial year to access that financial year s categories The following ten categories exist for the Self Assessment Form 1 Negligence 2 Communication 3 Delay 4 Liens and File Transfers 5 Cost Disclosure Billing Practices and Termination of Retainer 6 Conflicts of Interest 7 Records Management 8 Undertakings 9 Supervision of Practice Staff 10 Trust Accounts For more information on these categories refer to the details provided by LPPortal Each category provides an overall Objective and a reference to the section in the Act that is the basis for the category of questions It also provides quick links to each question making navigation between questions more straightforward An example of a Self Assessment Form category is shown in Figure 23 Law Firms Queensland LPPortal sa de A home for legal profession regulation Hello Demo Isc lsc qld gov au Fs rome ages sn rmac ss cone Sate My Products 5 Negligence E Save 1 Trust Account Mngmt 2010 2011 2 My Firms Risk Data 3 Compliance Tools Goto Q1 Q2 Q3 Q4 Q5 Q6 a ILP self assessment form Objective Competent work practices to avoid negligence 2010 2011 P 3 i Compliance with Rules 1 and 2 Legal Profession Solicitors Rules 2007 ii Question 1 top il Kev cancente ta consider when addreccinn Ohiective Figure 23 Negligence An Example SAF Category 6 4 Open Self Assessment Form Each Self Assessment
30. quires a record of the number of days or hours it took your firm to prepare and complete the Annual Survey Note This must include the preparation working time of all involved parties Once you are satisfied with the information provided for all questions in all categories for the entire form you can click Submit to submit the form to your regulator Note Once you click Submit you can no longer update the form An example of an open Annual Survey is shown in Figure 35 Law Firms Queensland LPPortal oe A home for legal profession regulation Hello Demo Isc lsc qld gov au My Products gt 2009 2010 1 Trust Account Mngmt Certification 2 My Firms Risk Data 3 Compliance Tools Length of time taken to complete audit a ILP self assessment form D Days b ILP annual survey 2009 2010 amp 4 Hours i Non Legal Services li Major Areas of Law by Revenue ii Gross Fee Income and Staff B Submit Numbers iv Professional Indemnity Insurance v Company Documents i Non Legal Directors amp Executive Officers i Shareholders 2008 2009 New 4 Ethics Checks 5 Notifications ILP 6 Notifications T A Q 7 Regulatory Data Legend Once you press submit you can no longer update the form s s LPPortal A home for legal profession regulation An initiative of the Queensland Legal Services Commission and Genesys Software Solutions Figure 35
31. r s 3 At least 1 number s LPPortal A home for legal profession regulation An initiative of the Queensland Legal Services Commission and Genesys Software Solutions Figure 14 Change Your Password 4 You must now enter the following information a Current Password your password as it currently stands Page 17 LPPortal User Documentation b New Password your new password c Confirm Password please confirm your new password 5 Once you are satisfied with your new password click Submit to change your password You will be signed out of LPPortal Sign in with your new password to continue working Page 18 LPPortal User Documentation 3 Manage Users Subscription Managers Only The Manage Users functions allow the Subscription Manager to manage their own Authorised Users users who have been granted access to a firm s information by the Subscription Manager The Manage Users functions are available from the top navigation menu and are available to Subscription Managers only This function allows the Subscription Manager to 1 Create new Authorised Users see Section 2 3 2 View a full list of Authorised Users including their status inactive expired 3 View a detailed profile of each Authorised User including their access levels to each product 4 Edit an existing Authorised User s details including making that user inactive 3 1 List of Authorised Users LPPortal provides t
32. rised User Details 3 3 Edit Authorised User Details Once you are viewing the details of an Authorised User you can click on their name to edit their details This will allow you to edit all the details listed above except for the password expiry which must be reset by the users themselves An example of the Edit Authorised User screen is shown in Figure 17 Page 20 LPPortal LPPortal A home for legal profession regulation User Documentation Law Firms Queensland Sign Out Hello Jack nobody demolawfirm com au y activity rem Activity Sehr My Contact Us abor My Products 1 Compliance Tools Y a ILP self assessment form b ILP annual survey Legend Y Manage Users Edit Authorised User Update a user s details as if and when they change Name Nobody Jones 2 Username nobody jones demolawfirm com au Position Secretary gt Salutation Joanie Inactive Expired 3 No 7 Select All Deselect All Category Product View Update Add Compliance Tools ILP self assessment form Y 6 ILP annual survey K F O 1 The user s username must be an existing email address from your organisation 2 The user s salutation is their preferred name 3 The user should perform an automated password reset from the sign in page LPPortal A home for legal profession regulation An initiative of the Queensland Legal Services Commission and Genesys Software Sol
33. rk practices to avoid negligence Compliance with Rules 1 and 2 Legal Profession Solicitors Rules 2007 Question 1 top Key concepts to consider when addressing Objective Fee earners practise only in areas where they have appropriate competence and expertise Arrangements already implemented Location of evidence Enter the details of the arrangements made and the location of evidence Details of system improvement required by ILP Detail here the system improvements you can make to you processes Page 30 LPPortal User Documentation 7 Annual Survey ILPs Only Note Currently the Annual Survey is a product applicable only to Subscription Managers or Authorised Users of incorporated legal practices ILPs 7 1 New Annual Survey To get started you must create a new Annual Survey The Annual Survey s for your firm are available under the Compliance Tools product bundle in your list of products the left navigator When you first access the Annual Survey you shouldn t have any existing forms To begin working you will need to create a new form To create a new form select a Financial Year from the drop down menu and click Create Note Their can only be one Annual Survey per financial year The New Annual Survey page is shown in Figure 27 Law Firms Queensland LPPortal Sign Out A home for legal profession regulation Hello Demo Isc lsc qld gov au Fs none Loro reinos
34. s ILP Here is a record of your firm s recent activity 5 Regulatory Data Prev Page Page 1 of 82 Next Page gt Legend Date me User Product Matter Category qi Type 15Dec09 02 44PM Nobody Smith CMPLOO1 2009 2010 Negligence View 15Dec09 02 44PM Nobody Smith CMPLOO1 2009 2010 Negligence View 15Dec09 02 38PM Nobody Smith CMPLOO1 2009 2010 Negligence View 15Dec09 02 38PM Nobody Smith CMPLOO1 2009 2010 Negligence View 15Dec09 02 36PM Nobody Smith CMPLOO1 2009 2010 Negligence View 15Dec09 02 36PM Nobody Smith CMPLOO1 2009 2010 Negligence View 15Dec09 02 36PM Nobody Smith CMPLOO1 2009 2010 Negligence View 15Dec09 02 36PM Nobody Smith CMPLOO1 2009 2010 Negligence View 15Dec09 02 33PM Nobody Smith CMPLOO1 2009 2010 Negligence View 15Dec09 02 33PM Nobody Smith CMPLOO1 2009 2010 Negligence View ev Page 1 10 of 812 Next Page gt 1 Question Number If applicable LPPortal A home for legal profession regulation An initiative of the Queensland Legal Services Commission and Genesys Software Solutions Figure 19 Firm Activity Page 23 LPPortal User Documentation 5 Subscriber Functions Subscribers Only Subscribers have access to some functions specific to their own needs 5 1 My Subscriptions My Subscriptions allows a Subscriber to access and update their personal details and their list of Subscribed Products After accessing My Subscriptions a Subscriber can click on their own name to edit their subscription details T
35. s Jurisdiction Queensland Email nobody demolawfirm com au Name Nobody Jackson Firm Demo Law Firm Position Director Salutation Jack Requested Products Compliance Tools Bundle Regards LPPortal Notification Services Figure 9 Figure 6 New Authorised User Email 2 4 New Subscriber A legal practitioner who has an active practitioner record in your regulator s database can choose to automatically sign up as a Subscriber to LPPortal Some Restrictions 1 This is your personal account You are required to use the same email address you have already provided to your regulator If you change your employer and therefore change your email address you will need to contact your regulator to update your subscription profile so as to maintain Uninterrupted access to LPPortal 2 You will not be able to automatically sign up as a Subscriber if a Your regulator does not have on file the email address that you wish to use to automatically sign up with b The email address that you have on file with the regulator is associated with multiple individuals i e not unique Note In this case you should contact your regulator to gain access You can sign up to LPPortal as a new Subscriber as follows 1 Open your web browser to LPPortal httos www loportal org au 2 Select one of the access types e g Lawyers with the person icon amp 3 On the sign in page click the link Sign up as a subscrib
36. s viewed for each user Note The dates and times shown are the most recent activity date and time for the specified activity type and the specified user An example of a closed Self Assessment Form is shown in Figure 25 Note You can still access the categories and questions once the Self Assessment Form has been submitted This is so you can review your answers at any time in the future The Matter Summary closed submitted Self Assessment Form screen is shown in Figure 26 Page 29 LPPortal LPPortal A home for legal profession regulation Hello Smithy User Documentation Law Firms Queensland Sign Out nobody smith another law firm W sty Activity M Fem Activity Suca W Contact Us abor My Products 1 My Firms Risk Data 2 Compliance Tools a ILP self assessment form 2009 2010 Q 2008 2009 i Negligence i Communication Delay Liens and File Transfers v Cost Disclosure Billing Practices and Termination of Retainer vi Conflicts of Interest vii Records Management Undertakings ix Supervision of Practice Staff x Trust Accounts New b ILP annual survey 3 Ethics Checks 4 Notifications ILP O 5 Regulatory Data Legend Y 2008 2009 Instructions Please select a category from left hand pane to display further details Matter Summary This section may contain feedback from the regulator Review Comments No review comments availab
37. sessment Form is a product applicable only to Subscription Managers or Authorised Users of incorporated legal practices ILPs 6 1 New Self Assessment Form To get started you must create a new Self Assessment Form The Self Assessment Form s for your ILP are available as part of the Compliance Tools product bundle in your list of products the left navigator When you first access the Self Assessment Form product you shouldn t have any existing forms To begin working you will need to create a new form To create a new form select a Financial Year from the drop down menu and click Create Once you have created a new Self Assessment Form you will see that a new entry has been inserted into your list of products corresponding to the financial year chosen This new entry encapsulates all the Self Assessment Form information for that financial year This includes a number of questions which have been broken up into ten categories and a certification screen which you use to certify the form on its completion The New Self Assessment Form page is shown in Figure 21 Note Their can only be one Self Assessment Form per financial year Law Firms Queensland LPPortal Sign Out A home for legal profession regulation Hello Smithy nobody smithQanother law firm New My Products 1 My Firms Risk Data 2 Compliance Tools a ILP self assessment form 2009 2010 Q Financial Year 2008 2009 2010 2011
38. subscription request was submitted on 17 12 2009 at 3 32 PM Subscription Manager Access Law Firms Jurisdiction Queensland Email nobody demolawfirm com au Name Nobody Jackson Firm Demo Law Firm Position Director Salutation Jack Requested Products Compliance Tools Bundle Regards LPPortal Notification Services Figure 10 New Subscriber Email 11 You can now use your username and password to login in to LPPortal by following the directions outlined in Section 2 1 Page 15 LPPortal User Documentation 2 5 Request an Automated Password Request Note You can request an Automated Password Reset at any time You may wish to reset your password for one of the following reasons 1 You have forgotten your password 2 Your password has expired applicable to firms only Note For security reasons the passworas for all firm based accounts expire and thus have to be reset by the user every 90 days This is to minimise the risk of users who have left a firm continuing to gain access to that firm s portal information You can automatically reset your password as follows 1 Open your web browser to LPPortal httos www loportal org au 2 Select one of the access types e g Lawyers or Law Firms 3 On the sign in page click the link Request an automated password reset 4 You will then be presented with the screen the screen shown in Figure 13 LPPortal A home for legal profession regula
39. tion Automated Password Reset Law Firms Please select your jurisdiction then enter your username Jurisdiction Queensland E Username Email Address nobody a law firm com Reset A Once you complete the automated password reset you won t be able to sign in again until you retrieve your new password from your email LPPortal A home for legal profession regulation An initiative of the Queensland Legal Services Commission and Genesys Software Solutions Figure 13 Automated Password Reset 5 You now enter your Email Address and click Reset to reset you password 6 You will then be redirected to the sign in page please check your email to obtain your password Page 16 LPPortal User Documentation 2 6 Change Your Password You can change your password at any time This password will replace the randomly generated password originally provided by LPPortal We recommend changing your password to something that is easier for you to remember Note The passwords for some user accounts e g Law Firms expire every 90 days as explained in Section 2 5 Changing your password here will not reset your password expiry date To reset your password expiry date please follow the process outlined in Section 2 5 Note Once you have successfully changed your password you will be signed out of LPPortal You can change your password as follows 1 Sign in to LPPortal via the process outline
40. tive or a generic email account if they prefer from their firm to be their Subscription Manager A Subscription Manager has the responsibility for administering all LPPortal functions regarding their firm They are also responsible for creating and monitoring all other LPPortal user accounts at their firm These user accounts are known as Authorised Users Some restrictions 1 Choose your Subscription Manager wisely as currently changing Subscription Manager will require you to contact the regulator in your jurisdiction 2 You will not be able to automatically sign up as your firm s Subscription Manager if a Your regulator does not have your firm s email address domain on file in their regulatory database b Your email domain address is not unique to your firm e g you use a hotmail com email address etc c Someone else from your firm is already signed up as a Subscription Manager Note In this case you should contact your regulator to gain access You can sign up to LPPortal as a new Subscription Manager as follows 1 Open your web browser to LPPortal httos www loportal org au 2 Select one of the access types e g Law Firms with the firm icon 3 On the sign in page click the link Sign up as a registered subscription manager 4 You will then be presented with the screen the screen shown in Figure 4 Page 8 LPPortal User Documentation Law Firms LPPortal A hom
41. ture of the other business as shown in Figure 28 Non Legal Services 2010 2011 Is the incorporated legal practice providing services other than legal services If so please advise the nature of the other business Service Provided Financial Services m Migration Agents O Real Estate M Tax Agents Le Save 1 For example a tax advisory service real estate agent financial services etc Figure 28 Non Legal Services 7 4 Major Areas of Law by Revenue Please advise the major areas of law by percentage of revenue in which the law practice offers legal services as shown in Figure 29 Major Areas of Law by Revenue 2010 2011 Please advise the major areas of law by revenue in which the law practice offers legal services Area Of Law Revenue Administrative Law 10 Bankruptcy and Insolvency 25 Building Construction Law 65 Figure 29 Major Areas of Law by Revenue Page 32 LPPortal User Documentation 7 5 Gross Fee Income and Staff Numbers Please provide details of gross fee income and staff numbers involved in the provision of legal services as shown in Figure 30 Gross Fee Income and Staff Numbers 2010 2011 Please provide details of staff numbers involved in the provision of legal services Principal Practising Certificate Holders 15 00 Employee Solicitors 60 00 Articled Clerks Supervised Trainees 2500 Paralegals 40 00 All Other Non Legal Staff
42. tware Solutions Figure 2 Sign In Here you must select you jurisdiction enter your username and password and then click Sign In to sign in to LPPortal If you have correctly entered your sign in details you will be presented with the LPPortal homepage as shown in Figure 3 Law Firms Queensland El LPPortai an A home for legal profession regulation Hello Smithy nobody smith another law firm My Products Home 1 My Firms Risk Data Welcome to LPPortal a home for legal profession regulation 2 Compliance Tools 3 Ethics Checks O My Profile 4 Notifications ILP Here is a summary of your user profile information If any of the 5 Regulatory Data information is incorrect please contact your legal profession regulator Legend Name Nobody Smith Firm Another Law Firm Position Manager Salutation Smithy Access Law Firms Jurisdiction Queensland Role Subscription Manager Password Expires Sunday 21 February 2010 in 66 Day s Last Successful Login Thursday 17 December 2009 1 03 PM Change Your Password Would you like to change your password gt to something that is easier for you to recall LPPortal A home for legal profession regulation An initiative of the Queensland Legal Services Commission and Genesys Software Solutions Figure 3 Home Page 7 LPPortal User Documentation 2 2 New Subscription Manager Each firm can select a representa
43. utation Your preferred name 6 Once you have entered your information click Next 7 You will then be presented with the product selection screen as shown in Figure 5 Page 9 LPPortal User Documentation Law Firms Queensland LPPortal A home for legal profession regulation Sign Up Law Firms You must read and accept the terms and conditions before proceeding Y lI accept the terms and conditions governing the use of LPPortal Step 2 of 2 Select Products Products are offerings from your regulator They should assist you in meeting your regulatory requirements online Product Subscribe Compliance Tools Bundle Vv Submit LPPortal A home for legal profession regulation An initiative of the Queensland Legal Services Commission and Genesys Software Solutions Figure 5 Select Products 2 of 2 8 You must now read and accept the Terms and Conditions governing the use of LPPortal and then select the products that you wish to subscribe to Note If you are unsure which products to subscribe to then please subscribe to all products or contact your regulator for more information 9 Once you are satisfied with your product selections click Submit to create your new Subscription Manager account 10 You will then be redirected to the sign in page Please check your email to obtain your password You will receive an email similar to the one depicted in Figure 6 LPPort
44. utions Figure 17 Edit Authorised User Page 21 LPPortal User Documentation 4 Activity The activity function allows a user to keep track of user access to the Self Assessment Form and Annual Survey products on their account This is so that any modifications including unauthorised modifications to a user s data can be tracked by the user 4 1 My Activity Subscription Managers 8 Authorised Users Only The My Activity page allows the user to view a history of their activity on LPPortal Note Activity is only tracked for products where changes can be made to data i e activity is not recorded for read only products An example of the My Activity page is shown in Figure 18 Law Firms Queensland LPPortal san ou A home for legal profession regulation Hello Smithy nobody smith another law firm amp Home af Manage users allt en Fem Activity eet ERA abou My Products My Activity 1 My Firms Risk Data All 2 Compliance Tools 3 Ethics Checks Filter All Create Delete Submit Update View 4 Notifications ILP Here is a record of your recent activity 5 Regulatory Data lt Prev Page Page 2 of 75 Next Page gt Legend Date Time Product Matter Category qi Type 15Dec09 02 33PM CMPLOO1 2009 2010 Negligence View 15Dec09 02 32PM CMPLOO1 2009 2010 Negligence View 15Dec09 02 31PM CMPLOO1 2009 2010 Negligence View 15Dec09 02 31PM CMPLOO1 2009 2010 Negligence V

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