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Firm Diversity Data User Guide - Solicitors Regulation Authority

1. Has the firm published the diversity data submitted YES NO Please select a reason for not publishing the data Cannot publish without identif v Please specify your reason for selecting other 2 CONTINUE 6 4 Click on CONTINUE Page 12 of 16 7 Submit 7 1 The system will display a preview of your data Note if you want a copy of the data you can download it in the next screen Submit Click Submit at the bottom of the page to submit your data You can amend the data after you have submitted if you need to You are about to submit data for the following firms e 999991 Test Firms 1 A preview of the data you are submitting You will be able to download a copy of this data on the next page Solicitor o Role directly IT HR other Invalid uestion Response i Solicitor supportin corporate Q P partner director epis bung Response 1 Select the category which best describes your role in the firm 9 19 4 T 1 Sole practitioner partner member or director of the 3 0 0 0 1 firm 2 How would you describe your role in the firm Oe as a f member R Prefer not to say 0 1 0 0 0 Invalid response 0 1 0 0 0 Yes 3 1 m l0 1 3 Do you have a share in the ownership of your organisation eg No 6 18 4 T 0 7 2 lf you are happy that the data has been entered correctly click on SUBMIT INU IU o U Uu Uu 12
2. next role category and show the first role category with a green tick to indicate that it is complete Responses to each Firm s 999991 Test Firms 1 m must total For the highlighted role enter responses to all questions before clicking Save and Continue to go to the next role Solicitor sole Q2 How would you describe your role within the firm practitioner partner member or director Solicitor Sole practitioner Partner Member or Director Associate or Assistant Role supporting fee earner Other employee or staff member Prefer not to say Invalid No response to this question 5 9 Continue to enter the numbers for Questions 1 14 for each role category You can save your progress at any time by clicking on SAVE at the bottom of the screen When you have completed the final tab click on CONTINUE Publication 6 1 Click YES or NO to indicate whether the firm has published its diversity data 6 2 If YES is selected enter details of where the data has been published Page 11 of 16 Publication You are required to publish the firm s diversity data 1 Has the firm published the diversity data submitted YES NO Please enter the full website URL or the name of the publication where the data has been published www website com diversity gt CONTINUE 6 3 If NO is selected enter the firm s reason for not publishing the data Publication You are required to publish the firm s diversity data 1
3. role Solicitor sole Q2 How would you describe your role within the firm practitioner partner member or director Solicitor l Sole practitioner Partner Member or Director 3 Associate or Assistant 1 Role supporting fee earner Other employee or staff member Prefer not to say Invalid No response to this question 5 4 If the numbers you enter exceed the total expected for the question the tick will turn into a red cross You will need to correct the numbers you have entered so that they total the correct number and the tick turns green Page 10 of 16 Responses to each Firm s 999991 Test Firms 1 nh For the highlighted role enter responses to all questions before clicking Save and Continue to go to the next role Solicitor sole Q2 How would you describe your role within the firm practitioner partner member or director Solicitor Sole practitioner Partner Member or Director 3 Associate or Assistant 2 Role supporting fee earner Other employee or staff member Prefer not to say Invalid No response to this question 5 5 When you have entered the data for Questions 1 14 click on CONTINUE 5 6 If the responses for any question do not total the expected number you will not be able to proceed to the next tab and will need to correct the responses before continuing Check for any questions without a green cross to locate the data that needs amending 5 7 Click on CONTINUE 5 8 The system will open the
4. to this form and edit your submission at any time Y ou may print this confirmation screen for your own records or download a copy of the submitted data using the buttons below n DOWNLOAD Bi PRINT THIS DATA SCREEN 8 2 l you wish to print a copy of this confirmation screen click on Print Screen 8 3 If you wish to download a copy of the data into a spreadsheet click on Download Page 14 of 16 9 Amending Submitted Data 9 1 You can add a firm into a group after data has been submitted for the group provided that the firm has not submitted or started entering data separately 9 2 It is possible to amend diversity data after it has been submitted l you make any changes to the diversity data for a firm or group of linked firms with a status of Submitted the status will be reset to In Progress You will need to resubmit the data once you have made the required changes and this will over write the data submitted previously 9 3 You can remove a firm from a group that has already submitted data and the data will be retained with the group All data will be cleared from the firm that is removed 10 Troubleshooting 10 1 10 2 The website will work with most modern browsers but the experience will be optimised in Google Chrome If you are experiencing problems with the system validating the numbers you enter e g the green ticks and red crosses don t appear in the Responses page it may be because you have JavaScript disab
5. Click on CONTINUE Page 9 of 16 5 Questions 2 14 Entering Diversity Data 5 1 This is where you enter the data which you will need to do one role category ata time You will see tabs on the left of the screen for each role category that you entered a number against The vertical red line on the left of the tab indicates the tab that is open 5 2 The red number on the top right indicates the number of people in the role category that is open In the example below there are 4 partners so your response to each question for this role category will have to equal 4 Responses to each Firm s 999991 Test Firms 1 AU For the highlighted role enter responses to all questions before clicking Save and Continue to go to the next role Solicitor sole Q2 How would you describe your role within the firm practitioner partner member or director Solicitor s Sole practitioner Partner Member or Director Associate or Assistant Role supporting fee earner Other employee or staff member Prefer not to say Invalid No response to this question Q3 Do you have a share in the ownership of your organisation eg equity partner shareholder 5 3 The grey tick next to the question will turn green when you have reached the expected total for that question Responses to each Firm s 999991 Test Firms 1 m must loa For the highlighted role enter responses to all questions before clicking Save and Continue to go to the next
6. If you went to University to study a BA BSc course or higher z were you part of the first generation of your family to do so Did not attend University _ 1 6 3 0 D Prefer not to say 0 0 0 0 0 Invalid response 0 0 0 0 0 Yes 3 12 2 7 0 No 6 T 2 0 1 2 13 Are you a primary carer for a child or children under 18 Prefer not to say 0 0 D 0 0 Invalid response 0 0 0 0 0 No 7 16 3 7 0 Yes 1 19 hours a week 1 1 1 0 1 14 Do you look after or give any help or support to family ves A Sum nous HWODK M B o 9 u members friends neighbours or others hare muere 1 0 0 0 Prefer not to say 1 1 0 0 0 Invalid response 0 0 0 0 0 Number of non respondents 8 Location of publication www website co uk diversity 7 3 If you need to go back to any section of the form to make changes click on one of the progress buttons at the top of the screen to go straight to that section Introduction Firms Responses Publication Submit Finish 7 4 When you have made your changes use the CONTINUE buttons to proceed to the Submit screen and click on SUBMIT Page 13 of 16 8 Finish 8 1 The system will display a message confirming that your data has been successfully submitted Submitted Successfully Submitted on 12 08 2015 00 00 00 by andyhyelmanmp2test You have submitted data for the following firms e 999991 Test Firms 1 We have received your data and you do not need to take any further action You can return
7. Se Solicitors ee ee Regulation eeeees Authority Firm Diversity Data User Guide August 2015 Contents 1 Getting Started Logging 1N cece ccc cece ec cceccceccceecceeccees 3 2 Adding and Removing Firms eo cccc roten 6 4 Question 1 Role Categories ccecccc c nen 1n 11111111 8 5 Questions 2 14 Diversity Data ccc ccc cece cc cec ccc cecceccecceces 10 GO PUDICAUION MTT 11 PD SUDIC re 13 US oe EEA E re er ee errr RH 14 9 Amending Submitted Data sssc lt lt s2 lt lt 15 TU Troubleshooting is See 0 acc idu epRAEqUaeP T IINE RP IADUREU RPM NS 15 11 09 2015 Page 2 of 16 1 Getting Started Logging in Note Only the Organisation Contact Authorised Signatory or RF1S role holder for your organisation is able to submit Diversity Data Guidance on adding these roles can be found in the mySRA user guide for organisations at www sra org uk userguide 1 1 Go to https diversity sra org uk Before you begin You need to have prepared the following 1 Which firm or firms 2 How many people 3 Record the responses You need to know which firm or firms you are You need to know how many people in total are You need to have the aggregated responses from entering for working at the firm and how many did or did not people wor
8. a five or six digit number Page 7 of 16 4 Question 1 Role Categories 4 1 Enter the number of survey responses received from individuals in your firm s against each role category Enter the totals for the firm s shown above e You do not have to add zero into empty fields empty fields will be treated as zero Q1 Select the category which best describes your role in the firm Solicitor sole practitioner partner member or director 4 Solicitor 11 Other fee earning role 2 Role directly supporting a fee earner 1 Managerial role 2 IT HR other corporate services role 6 Barrister Chartered Legal Executive Fellow of CILEx Licensed Conveyancer Patent or Trade Mark Attorney Costs Lawyer Notary Prefer not to say 1 Invalid No response to this question 2 TOTAL NUMBER OF RESPONDENTS 29 4 2 If any individuals left Question 1 blank or gave an invalid response to this question you should record them under Invalid No response to this question 4 3 The system will automatically calculate the total number of respondents How many did not respond to the questionnaire Did not respond 5 TOTAL NUMBER IN FIRM 34 u SAVE AND E idus CONTINUE 4 4 Enter the number of individuals that did not respond to the questionnaire Page 8 of 16 4 5 The system will automatically calculate the total number in the firm who were invited to complete the questionnaire the sum of the responses and the Did not responds 4 6
9. bmit data for If you have previously linked firms in order to make a single submission of data they will be shown grouped together 1 6 The status on the left hand side indicates whether the data for each firm or group of linked firms is Not Started In Progress or Submitted 1 7 Click on SELECT next to the firm or firms that you wish to submit data for Note if you wish to add a new linked firm or remove a firm you will be able to do so on the next page Page 4 of 16 Select a firm You have permission to submit data for the following firm s Firm s 999994 Test Firms 4 SELECT Last Updated 03 08 2015 17 22 37 by Andyhyelmanmp2test7 Firm s 999993 Test Firms 3 SELECT Last Updated 04 08 2015 11 30 03 by andyhyelmanmp2test8 Firm s 999992 Test Firms 2 SELECT Last Updated 04 08 2015 12 39 36 by andyhyelmanmp2test7 Page 5 of 16 2 Adding and Removing Firms Linking Related Firms You can link a corporate partner manager body or other regulated entity such as a nominee or trustee firm to the main firm in order to create a group of firms You can then make a single submission of diversity data to cover the group To link firms or remove firms from an existing group use the ADD FIRM and REMOVE buttons If you link firms please note that all Authorised Signatories Organisation Contacts and RF1S role holders in the organisations you have linked will be able to view the amalgamated data egin Fir
10. have checked for invalid characters click on SAVE AND CONTINUE again You should find that the data is saved and you are able to proceed to the next page of the form This error is most likely to occur if you are using Internet Explorer Version 8 with JavaScript disabled If the problem recurs you could try enabling JavaScript or using a different browser to access the site e g Google Chrome or Firefox Page 16 of 16
11. king at the firm broken down by the respond to the questionnaire specified role categories You can link related organisations together and submit only one set of data You will need the SRA ID number of any firms that you wish to link Further guidance about the diversity data that needs to be collected is available in the Guidance section on the Resources page of the SRA website 1 2 Click START Page 3 of 16 1 3 Enter the username and password that you use to log on to MySRA Login with your mySRA credentials Forgot Username Forgot Password Tips e If you cannot remember your username you can request it by clicking on Forgotten username You will need the current email address held on your record to use this facility e If you cannot remember your password you can reset this information by clicking on Forgotten password You will need your username and secret word in order to use this facility Guidance on how to create a password can be obtained by clicking on the question mark next to the box If you cannot remember your secret word or the email address held on your record call the Contact Centre We cannot provide this information by email or through the website http www sra org uk contact us You will need to navigate back to https diversity sra org uk once you have your username and password 1 4 Click on Log in 1 5 You will be presented with the firm or firms that you are authorised to su
12. led in your browser settings You will need to enable JavaScript for the site to dynamically validate the numbers although you will still be able to complete the form without it The system will not allow you to Save and Continue at the end of a Role Category tab if the numbers don t add up correctly regardless of JavaScript being enabled An error has occurred Solicitors Regulation Authority Law Firm Diversity Data Firm Diversity Data x An error has occurred See below for details on how you can address this issue This problem is likely to have occurred because se You have entered text into a number field or e You have used a special character in a text box e g lt gt Please press the back button in your web browser and review your details If you are still experiencing difficulties please refer to the Troubleshooting section of the User Guide If you experience this error message it is likely to be because e You have entered a character other than a number into a number field or e You have used a special character such as angle brackets lt gt in a text field e g on the Publication page Page 15 of 16 You should click on the Back button in your browser to return to the last page Enter your data again ensuring that any number fields contain only numbers and that there are no special characters in text fields ordinary characters such as full stop comma colon and forward slash are fine Once you
13. ms Responses Publication Submit Finish Firm s 999994 Test Firms 4 9 2 1 If you wish to link a firm to the main firm or an existing group click on ADD FIRM 2 2 Type the firm s SRA ID number into the Search box Q SEARCH 2 3 Click on SEARCH 2 4 The firm name will be displayed 999994 Test Firms 4 SELECT 2 5 Click on SELECT next to the firm to add it Note you will not be able to add firms that are already in a group or that have already submitted or started entering data these will be indicated by a padlock icon in place of the SELECT button 2 6 The firm you selected will now be displayed in the list of firms you are submitting data for 2 f you wish to add another firm repeat steps 2 1 2 6 Page 6 of 16 2 8 To remove a firm from a group click on REMOVE next to the firm Note you will not be able to remove a firm if it is the only firm in the group that you are the Authorised Signatory Organisation Contact or RF1S for This will be indicated by a padlock icon in place of the REMOVE button Finding your SRA ID If you do not know the SRA ID number of the firm you wish to add you can find it by locating the firm on Find a Solicitor on the Law Society website To do this Go to http solicitors lawsociety org uk Click on the Pro search tab Type the name of the firm in the Name field Click on Search Click on the name of the firm in the search results to view the SRA ID number which is

Firm Diversity Data User Guide - Solicitors Regulation Authority

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