bulkload spreadsheet€¦ · xls file · web view · 2018-02-21printmediation printcrime...
TRANSCRIPT
Field Title Enter Information Description of field
Providers LAA Office Number
Submission Month
Submission Year
Crime Schedule Number
Civil Submission Reference
Mediation Submission Reference
© Crown Copyright May 2018 - v1.23 v1.23 May 2018
Providers Office Account Number (e.g. 1A123B)
In the format MMM (e.g. DEC)
In the format YYYY (e.g. 2013)
Providers Crime Schedule Number(e.g. CRM/1A123B/13)
Providers Civil Submission Reference(e.g. 1A123B/CIVIL)
Providers Mediation Submission Reference(e.g. 1A123B/MEDI2010/14)
Step 1 - enter firm / submission details
Ensure this information is fully completed before accessing the required tool (Step 2)
DISCLAIMER - This Spreadsheet is provided for your assistance and its use is not mandatory. You use this Spreadsheet at your own risk and the Legal Aid Agency accepts no responsibility for any losses caused by or otherwise related to your use of it. We reserve the right to withdraw it at any time. Please see the Help Page for basic guidance on the use of this Spreadsheet.
BULKLOAD SPREADSHEET DEV VERSION 1.16.12
BULKLOAD SPREADSHEET PROVIDER RELEASE VERSION 1.23
Description of field
v1.23 - Created & Maintained by User Support
Providers Office Account Number (e.g. 1A123B)
In the format MMM (e.g. DEC)
In the format YYYY (e.g. 2013)
Providers Crime Schedule Number(e.g. CRM/1A123B/13)
Providers Civil Submission Reference(e.g. 1A123B/CIVIL)
Providers Mediation Submission Reference(e.g. 1A123B/MEDI2010/14)
Enter Civil Data
Enter Crime Data
Save Progress
Step 2 - Select required tool
Go to Help Page
DISCLAIMER - This Spreadsheet is provided for your assistance and its use is not mandatory. You use this Spreadsheet at your own risk and the Legal Aid Agency accepts no responsibility for any losses caused by or otherwise related to your use of it. We reserve the right to withdraw it at any time. Please see the Help Page for basic guidance on the use of this Spreadsheet.
BULKLOAD SPREADSHEET DEV VERSION 1.16.12
BULKLOAD SPREADSHEET PROVIDER RELEASE VERSION 1.23
Enter Mediation Data
Save Progress
- - © Crown Copyright May 2018 - v1.23
Fee Scheme Schedule Reference Case Start Date Case ID UFN Access Point Client Forename Client Surname UCN HO UCN
8 1 301299/ 30121899//9 2 301299/ 30121899//
### 3 301299/ 30121899//### 4 301299/ 30121899//### 5 301299/ 30121899//### 6 301299/ 30121899//### 7 301299/ 30121899//### 8 301299/ 30121899//### 9 301299/ 30121899//### 10 301299/ 30121899//### 11 301299/ 30121899//### 12 301299/ 30121899//### 13 301299/ 30121899//### 14 301299/ 30121899//### 15 301299/ 30121899//### 16 301299/ 30121899//### 17 301299/ 30121899//### 18 301299/ 30121899//### 19 301299/ 30121899//### 20 301299/ 30121899//### 21 301299/ 30121899//### 22 301299/ 30121899//### 23 301299/ 30121899//### 24 301299/ 30121899//### 25 301299/ 30121899//### 26 301299/ 30121899//### 27 301299/ 30121899//### 28 301299/ 30121899//### 29 301299/ 30121899//### 30 301299/ 30121899//### 31 301299/ 30121899//### 32 301299/ 30121899//### 33 301299/ 30121899//### 34 301299/ 30121899//### 35 301299/ 30121899//### 36 301299/ 30121899//### 37 301299/ 30121899//### 38 301299/ 30121899//### 39 301299/ 30121899//### 40 301299/ 30121899//### 41 301299/ 30121899//### 42 301299/ 30121899//### 43 301299/ 30121899//### 44 301299/ 30121899//### 45 301299/ 30121899//### 46 301299/ 30121899//### 47 301299/ 30121899//### 48 301299/ 30121899//### 49 301299/ 30121899//
Key Instructions:
> Complete ALL white fields - Failure to do this WILL result in your submission being rejected and your payment will be at risk!> Enter fee scheme in first column BEFORE entering specific claim line details> Do NOT complete grey fields. Yellow fields are OPTIONAL - please complete only if applicable> For more detailed help and support please see Help Page (Or contact Online Support - Details on help page)> Run Data Check prior to submitting your claim! If errors are found (highlighted orange) please correct and re-run check
Line Number
Case Reference Number
Procurement Area
Delivery Location
Client Date of Birth
Civil Bulkload Spreadsheet Tool
< Return to Main Page
Save Progress
Create Civil Bulkload File
Go to Help Page >
Add NMS & CLR
Data >Run Data
Check
### 50 301299/ 30121899//### 51 301299/ 30121899//### 52 301299/ 30121899//### 53 301299/ 30121899//### 54 301299/ 30121899//### 55 301299/ 30121899//### 56 301299/ 30121899//### 57 301299/ 30121899//### 58 301299/ 30121899//### 59 301299/ 30121899//### 60 301299/ 30121899//### 61 301299/ 30121899//### 62 301299/ 30121899//### 63 301299/ 30121899//### 64 301299/ 30121899//### 65 301299/ 30121899//### 66 301299/ 30121899//### 67 301299/ 30121899//### 68 301299/ 30121899//### 69 301299/ 30121899//### 70 301299/ 30121899//### 71 301299/ 30121899//### 72 301299/ 30121899//### 73 301299/ 30121899//### 74 301299/ 30121899//### 75 301299/ 30121899//### 76 301299/ 30121899//### 77 301299/ 30121899//### 78 301299/ 30121899//### 79 301299/ 30121899//### 80 301299/ 30121899//### 81 301299/ 30121899//### 82 301299/ 30121899//### 83 301299/ 30121899//### 84 301299/ 30121899//### 85 301299/ 30121899//### 86 301299/ 30121899//### 87 301299/ 30121899//### 88 301299/ 30121899//### 89 301299/ 30121899//### 90 301299/ 30121899//### 91 301299/ 30121899//### 92 301299/ 30121899//### 93 301299/ 30121899//### 94 301299/ 30121899//### 95 301299/ 30121899//### 96 301299/ 30121899//### 97 301299/ 30121899//### 98 301299/ 30121899//### 99 301299/ 30121899//### 100 301299/ 30121899//### 101 301299/ 30121899//### 102 301299/ 30121899//### 103 301299/ 30121899//### 104 301299/ 30121899//### 105 301299/ 30121899//### 106 301299/ 30121899//### 107 301299/ 30121899//### 108 301299/ 30121899//### 109 301299/ 30121899//### 110 301299/ 30121899//### 111 301299/ 30121899//### 112 301299/ 30121899//### 113 301299/ 30121899//### 114 301299/ 30121899//
### 115 301299/ 30121899//### 116 301299/ 30121899//### 117 301299/ 30121899//### 118 301299/ 30121899//### 119 301299/ 30121899//### 120 301299/ 30121899//### 121 301299/ 30121899//### 122 301299/ 30121899//### 123 301299/ 30121899//### 124 301299/ 30121899//### 125 301299/ 30121899//### 126 301299/ 30121899//### 127 301299/ 30121899//### 128 301299/ 30121899//### 129 301299/ 30121899//### 130 301299/ 30121899//### 131 301299/ 30121899//### 132 301299/ 30121899//### 133 301299/ 30121899//### 134 301299/ 30121899//### 135 301299/ 30121899//### 136 301299/ 30121899//### 137 301299/ 30121899//### 138 301299/ 30121899//### 139 301299/ 30121899//### 140 301299/ 30121899//### 141 301299/ 30121899//### 142 301299/ 30121899//### 143 301299/ 30121899//### 144 301299/ 30121899//### 145 301299/ 30121899//### 146 301299/ 30121899//### 147 301299/ 30121899//### 148 301299/ 30121899//### 149 301299/ 30121899//### 150 301299/ 30121899//### 151 301299/ 30121899//### 152 301299/ 30121899//### 153 301299/ 30121899//### 154 301299/ 30121899//### 155 301299/ 30121899//### 156 301299/ 30121899//### 157 301299/ 30121899//### 158 301299/ 30121899//### 159 301299/ 30121899//### 160 301299/ 30121899//### 161 301299/ 30121899//### 162 301299/ 30121899//### 163 301299/ 30121899//### 164 301299/ 30121899//### 165 301299/ 30121899//### 166 301299/ 30121899//### 167 301299/ 30121899//### 168 301299/ 30121899//### 169 301299/ 30121899//### 170 301299/ 30121899//### 171 301299/ 30121899//### 172 301299/ 30121899//### 173 301299/ 30121899//### 174 301299/ 30121899//### 175 301299/ 30121899//### 176 301299/ 30121899//### 177 301299/ 30121899//### 178 301299/ 30121899//### 179 301299/ 30121899//
### 180 301299/ 30121899//### 181 301299/ 30121899//### 182 301299/ 30121899//### 183 301299/ 30121899//### 184 301299/ 30121899//### 185 301299/ 30121899//### 186 301299/ 30121899//### 187 301299/ 30121899//### 188 301299/ 30121899//### 189 301299/ 30121899//### 190 301299/ 30121899//### 191 301299/ 30121899//### 192 301299/ 30121899//### 193 301299/ 30121899//### 194 301299/ 30121899//### 195 301299/ 30121899//### 196 301299/ 30121899//### 197 301299/ 30121899//### 198 301299/ 30121899//### 199 301299/ 30121899//### 200 301299/ 30121899//### 201 301299/ 30121899//### 202 301299/ 30121899//### 203 301299/ 30121899//### 204 301299/ 30121899//### 205 301299/ 30121899//### 206 301299/ 30121899//### 207 301299/ 30121899//### 208 301299/ 30121899//### 209 301299/ 30121899//### 210 301299/ 30121899//### 211 301299/ 30121899//### 212 301299/ 30121899//### 213 301299/ 30121899//### 214 301299/ 30121899//### 215 301299/ 30121899//### 216 301299/ 30121899//### 217 301299/ 30121899//### 218 301299/ 30121899//### 219 301299/ 30121899//### 220 301299/ 30121899//### 221 301299/ 30121899//### 222 301299/ 30121899//### 223 301299/ 30121899//### 224 301299/ 30121899//### 225 301299/ 30121899//### 226 301299/ 30121899//### 227 301299/ 30121899//### 228 301299/ 30121899//### 229 301299/ 30121899//### 230 301299/ 30121899//### 231 301299/ 30121899//### 232 301299/ 30121899//### 233 301299/ 30121899//### 234 301299/ 30121899//### 235 301299/ 30121899//### 236 301299/ 30121899//### 237 301299/ 30121899//### 238 301299/ 30121899//### 239 301299/ 30121899//### 240 301299/ 30121899//### 241 301299/ 30121899//### 242 301299/ 30121899//### 243 301299/ 30121899//### 244 301299/ 30121899//
### 245 301299/ 30121899//### 246 301299/ 30121899//### 247 301299/ 30121899//### 248 301299/ 30121899//### 249 301299/ 30121899//### 250 301299/ 30121899//### 251 301299/ 30121899//### 252 301299/ 30121899//### 253 301299/ 30121899//### 254 301299/ 30121899//### 255 301299/ 30121899//### 256 301299/ 30121899//### 257 301299/ 30121899//### 258 301299/ 30121899//### 259 301299/ 30121899//### 260 301299/ 30121899//### 261 301299/ 30121899//### 262 301299/ 30121899//### 263 301299/ 30121899//### 264 301299/ 30121899//### 265 301299/ 30121899//### 266 301299/ 30121899//### 267 301299/ 30121899//### 268 301299/ 30121899//### 269 301299/ 30121899//### 270 301299/ 30121899//### 271 301299/ 30121899//### 272 301299/ 30121899//### 273 301299/ 30121899//### 274 301299/ 30121899//### 275 301299/ 30121899//### 276 301299/ 30121899//### 277 301299/ 30121899//### 278 301299/ 30121899//### 279 301299/ 30121899//### 280 301299/ 30121899//### 281 301299/ 30121899//### 282 301299/ 30121899//### 283 301299/ 30121899//### 284 301299/ 30121899//### 285 301299/ 30121899//### 286 301299/ 30121899//### 287 301299/ 30121899//### 288 301299/ 30121899//### 289 301299/ 30121899//### 290 301299/ 30121899//### 291 301299/ 30121899//### 292 301299/ 30121899//### 293 301299/ 30121899//### 294 301299/ 30121899//### 295 301299/ 30121899//### 296 301299/ 30121899//### 297 301299/ 30121899//### 298 301299/ 30121899//### 299 301299/ 30121899//### 300 301299/ 30121899//### 301 301299/ 30121899//### 302 301299/ 30121899//### 303 301299/ 30121899//### 304 301299/ 30121899//### 305 301299/ 30121899//### 306 301299/ 30121899//### 307 301299/ 30121899//### 308 301299/ 30121899//### 309 301299/ 30121899//
### 310 301299/ 30121899//### 311 301299/ 30121899//### 312 301299/ 30121899//### 313 301299/ 30121899//### 314 301299/ 30121899//### 315 301299/ 30121899//### 316 301299/ 30121899//### 317 301299/ 30121899//### 318 301299/ 30121899//### 319 301299/ 30121899//### 320 301299/ 30121899//### 321 301299/ 30121899//### 322 301299/ 30121899//### 323 301299/ 30121899//### 324 301299/ 30121899//### 325 301299/ 30121899//### 326 301299/ 30121899//### 327 301299/ 30121899//### 328 301299/ 30121899//### 329 301299/ 30121899//### 330 301299/ 30121899//### 331 301299/ 30121899//### 332 301299/ 30121899//### 333 301299/ 30121899//### 334 301299/ 30121899//### 335 301299/ 30121899//### 336 301299/ 30121899//### 337 301299/ 30121899//### 338 301299/ 30121899//### 339 301299/ 30121899//### 340 301299/ 30121899//### 341 301299/ 30121899//### 342 301299/ 30121899//### 343 301299/ 30121899//### 344 301299/ 30121899//### 345 301299/ 30121899//### 346 301299/ 30121899//### 347 301299/ 30121899//### 348 301299/ 30121899//### 349 301299/ 30121899//### 350 301299/ 30121899//### 351 301299/ 30121899//### 352 301299/ 30121899//### 353 301299/ 30121899//### 354 301299/ 30121899//### 355 301299/ 30121899//### 356 301299/ 30121899//### 357 301299/ 30121899//### 358 301299/ 30121899//### 359 301299/ 30121899//### 360 301299/ 30121899//### 361 301299/ 30121899//### 362 301299/ 30121899//### 363 301299/ 30121899//### 364 301299/ 30121899//### 365 301299/ 30121899//### 366 301299/ 30121899//### 367 301299/ 30121899//### 368 301299/ 30121899//### 369 301299/ 30121899//### 370 301299/ 30121899//### 371 301299/ 30121899//### 372 301299/ 30121899//### 373 301299/ 30121899//### 374 301299/ 30121899//
### 375 301299/ 30121899//### 376 301299/ 30121899//### 377 301299/ 30121899//### 378 301299/ 30121899//### 379 301299/ 30121899//### 380 301299/ 30121899//### 381 301299/ 30121899//### 382 301299/ 30121899//### 383 301299/ 30121899//### 384 301299/ 30121899//### 385 301299/ 30121899//### 386 301299/ 30121899//### 387 301299/ 30121899//### 388 301299/ 30121899//### 389 301299/ 30121899//### 390 301299/ 30121899//### 391 301299/ 30121899//### 392 301299/ 30121899//### 393 301299/ 30121899//### 394 301299/ 30121899//### 395 301299/ 30121899//### 396 301299/ 30121899//### 397 301299/ 30121899//### 398 301299/ 30121899//### 399 301299/ 30121899//### 400 301299/ 30121899//### 401 301299/ 30121899//### 402 301299/ 30121899//### 403 301299/ 30121899//### 404 301299/ 30121899//### 405 301299/ 30121899//### 406 301299/ 30121899//### 407 301299/ 30121899//### 408 301299/ 30121899//### 409 301299/ 30121899//### 410 301299/ 30121899//### 411 301299/ 30121899//### 412 301299/ 30121899//### 413 301299/ 30121899//### 414 301299/ 30121899//### 415 301299/ 30121899//### 416 301299/ 30121899//### 417 301299/ 30121899//### 418 301299/ 30121899//### 419 301299/ 30121899//### 420 301299/ 30121899//### 421 301299/ 30121899//### 422 301299/ 30121899//### 423 301299/ 30121899//### 424 301299/ 30121899//### 425 301299/ 30121899//### 426 301299/ 30121899//### 427 301299/ 30121899//### 428 301299/ 30121899//### 429 301299/ 30121899//### 430 301299/ 30121899//### 431 301299/ 30121899//### 432 301299/ 30121899//### 433 301299/ 30121899//### 434 301299/ 30121899//### 435 301299/ 30121899//### 436 301299/ 30121899//### 437 301299/ 30121899//### 438 301299/ 30121899//### 439 301299/ 30121899//
### 440 301299/ 30121899//### 441 301299/ 30121899//### 442 301299/ 30121899//### 443 301299/ 30121899//### 444 301299/ 30121899//### 445 301299/ 30121899//### 446 301299/ 30121899//### 447 301299/ 30121899//### 448 301299/ 30121899//### 449 301299/ 30121899//### 450 301299/ 30121899//### 451 301299/ 30121899//### 452 301299/ 30121899//### 453 301299/ 30121899//### 454 301299/ 30121899//### 455 301299/ 30121899//### 456 301299/ 30121899//### 457 301299/ 30121899//### 458 301299/ 30121899//### 459 301299/ 30121899//### 460 301299/ 30121899//### 461 301299/ 30121899//### 462 301299/ 30121899//### 463 301299/ 30121899//### 464 301299/ 30121899//### 465 301299/ 30121899//### 466 301299/ 30121899//### 467 301299/ 30121899//### 468 301299/ 30121899//### 469 301299/ 30121899//### 470 301299/ 30121899//### 471 301299/ 30121899//### 472 301299/ 30121899//### 473 301299/ 30121899//### 474 301299/ 30121899//### 475 301299/ 30121899//### 476 301299/ 30121899//### 477 301299/ 30121899//### 478 301299/ 30121899//### 479 301299/ 30121899//### 480 301299/ 30121899//### 481 301299/ 30121899//### 482 301299/ 30121899//### 483 301299/ 30121899//### 484 301299/ 30121899//### 485 301299/ 30121899//### 486 301299/ 30121899//### 487 301299/ 30121899//### 488 301299/ 30121899//### 489 301299/ 30121899//### 490 301299/ 30121899//### 491 301299/ 30121899//### 492 301299/ 30121899//### 493 301299/ 30121899//### 494 301299/ 30121899//### 495 301299/ 30121899//
Gender Ethnicity Disability
result in your submission being rejected and your payment will be at risk!
> Run Data Check prior to submitting your claim! If errors are found (highlighted orange) please correct and re-run check
CLA Reference Number
CLA Exemption
Code
Client Postcode
Case Concluded Date/Case
Claimed Date
Matter Type 1
Matter Type 2
Case Stage/Level
Advice Time
Civil Bulkload Spreadsheet Tool
Print Preview
Travel Time
Waiting Time
Net Profit Costs (Including Travel
& Waiting / Excluding VAT)
Net Disbursement
Amount (Excluding VAT)
Net Cost of Counsel
(Excluding VAT)
Disbursements VAT amount
Travel & Waiting Costs
VAT Indicator
Tolerance indicator
Legacy Case
NIAT Disbursement Prior Authority
Number
London / Non
London rate
Adjourned Hearing
Fee
Save Progress
CMRH Oral HO Interview Local Authority number Transfer DateAdditional
Travel Payment
Value of Costs/Damages
recovered
Meetings Attended?
Detention Travel &
Waiting Costs (Excluding
VAT)
JR / Form Filling
(Excluding VAT)
Eligible Client
Court Location (HPCDS)
CMRH Telephone
AIT Hearing Centre
Substantive hearing?
Client Type
Stage Reached
Outcome for client
Type of Advice
Medical Reports Claimed
Exemption Criteria Satisfied
Exceptional Case Funding Reference
Save Progress
New Matter Starts Guidance:
Civil
Category Code Schedule Reference Access Point Delivery Location
Mediation
Mediation Type Matter Starts
> First select Category Code from drop down list> Secondly enter the relevant Procurement Area, Access Point and number of starts> Only enter Categories where the number of Starts is > 0> Ensure you complete the table from top to bottom> Leave no gaps between entries> If you are reporting Zero Matter Starts please tick the box below
Procurement Area
New Matter Start Form & Immigration Controlled Legal Representation Form
CivilKey to Category Codes
StartsCode: Description
AAP Actions Against the Police etc.COM Community CareCON Consumer/General ContractDEB DebtEDU EducationEMP EmploymentHOU Housing
IMMAS Immigration – AsylumIMMOT Immigration Other Than Asylum
MAT Family MED Clinical NegligenceMHE Mental HealthMSC Residual (Miscellaneous)
PI Personal InjuryPUB Public LawWB Welfare Benefits
Code: Description
MDCS Child Only SoleMDCC Child Only CoMDPS Property & Finance SoleMDPC Property & Finance CoMDAS All Issues SoleMDAC All Issues Co
> First select Category Code from drop down list> Secondly enter the relevant Procurement Area, Access Point and number of starts> Only enter Categories where the number of Starts is > 0> Ensure you complete the table from top to bottom
Zero Matter Starts please tick the box below
< Tick here to indicate if you are reporting Zero Civil Matter Starts
< Return to Civil Data Page
Go to Help Page >
Save Progress
New Matter Start Form & Immigration Controlled Legal Representation Form
< Return to Mediation Data Page
< Tick here to indicate if you are reporting Zero Mediation Matter Starts
Substantive CLR - Provider Asylum GrantsSubstantive CLR - Independent Funding Adjudicator Asylum GrantsSubstantive CLR - Asylum RefusalsSubstantive CLR - Asylum WithdrawalsSubstantive CLR - Provider Non Asylum GrantsSubstantive CLR - Independent Funding Adjudicator Non Asylum GrantsSubstantive CLR - Non Asylum RefusalsSubstantive CLR - Non Asylum WithdrawalsBail CLR - Provider Asylum GrantsBail CLR - Independent Funding Adjudicator Asylum GrantsBail CLR - Asylum RefusalsBail CLR - Asylum WithdrawalsBail CLR - Provider Non Asylum GrantsBail CLR - Independent Funding Adjudicator Non Asylum GrantsBail CLR - Non Asylum RefusalsBail CLR - Non Asylum Withdrawals
CLR Guidance:
> Only applicable for Immigration providers> Immigration providers MUST complete ALL fields> If you have no CLR cases to report enter 0> Report information separately for Substantive & Bail applications> Report information separately for Asylum & Non-Asylum
Controlled Legal Representation (CLR)Category Code
Number of CLR cases
New Matter Start Form & Immigration Controlled Legal Representation Form
Save Progress - - © Crown Copyright May 2018 - v1.23
Client surname Gender Ethnicity Disability UFN
8 19 2
### 3### 4### 5### 6### 7### 8### 9### 10### 11### 12### 13### 14### 15### 16### 17### 18### 19### 20### 21### 22### 23### 24### 25### 26### 27### 28### 29### 30### 31### 32### 33### 34### 35### 36### 37### 38### 39### 40### 41### 42### 43### 44### 45### 46### 47### 48### 49### 50### 51### 52### 53### 54### 55### 56### 57### 58### 59### 60
Key Instructions:
> Complete ALL white fields - Failure to do this WILL result in your submission being rejected and your payment will be at risk! > Enter Stage Reached Code in first column BEFORE entering specific claim line details> Do NOT complete grey fields. Yellow fields are OPTIONAL - please complete only if applicable> For more detailed help and support please see Help Page (Or contact Online Support - Details on help page) > Run Data Check prior to submitting your claim! If errors are found (highlighted orange) please correct and re-run check
Line Number
Stage Reached (Claim Code)
Client Initial
Representation Order Date
Standard Fee Category
Outcome for the client
Matter Type
Net Profit costs (excluding
VAT)
Net Disbursement
amount (excluding
VAT)
Net Travel costs
(excluding VAT)
Net Waiting costs
(excluding VAT)
VAT Indicator
VAT Disbursements
amount
Case concluded date
No. of suspects/
defendants
No. of Police Station/court attendances
Police Station/ Court ID/ Prison ID
Criminal Bulkload Spreadsheet Tool - Monthly Crime Lower Submission
< Return to Main Page Save Progress
Create Criminal Bulkload
Go to Help Page > Data Check Print
Preview
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Save Progress Save Progress
MAAT ID Scheme IDDSCC Number
Prison law Prior
Approval number
Duty Solicitor
Youth Court
Save Progress
- - © Crown Copyright May 2018 - v1.23
Matter Type 1 Matter Type 2 Case Start Date Claim ID Unique Case ID Client 1 Forename Client 1 Surname Client 1 UCN
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Key Instructions:
> Complete ALL white fields - Failure to do this WILL result in your submission being rejected and your payment will be at risk!> Enter fee scheme in first column BEFORE entering specific claim line details> Do NOT complete grey fields. Yellow fields are OPTIONAL - please complete only if applicable> For more detailed help and support please see Help Page (Or contact Online Support - Details on help page)> Run Data Check prior to submitting your claim! If errors are found (highlighted orange) please correct and re-run check
Line Number
Case Reference Number
Case Concluded Date
Client 1 Date of Birth
Client 1 Postcode
Client 1 Gender
Mediation Bulkload Spreadsheet Tool
< Return to Main Page
Go to Help Page >
Add NMS & CLR
Data >Save
Progress Data CheckCreate
Mediation Bulkload File
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Client 2 Forename Client 2 Surname Client 2 UCN Outcome Referral
result in your submission being rejected and your payment will be at risk!
- please complete only if applicable> For more detailed help and support please see Help Page (Or contact Online Support - Details on help page)> Run Data Check prior to submitting your claim! If errors are found (highlighted orange) please correct and re-run check
Client 1 Ethnicity
Client 1 Disability
Client 1 Legally Aided?
Client 2 Date of Birth
Client 2 Postcode
Client 2 Gender
Client 2 Ethnicity
Client 2 Disability
Client 2 Legally Aided?
Number of Mediation Sessions
Mediation Time
(mins)
Outreach Location
VAT Indicator
Net Disbursement
Amount (Excluding VAT)
Mediation Bulkload Spreadsheet Tool
Print Preview
Disbursements VAT amount
Schedule Reference (Outcome)
Save Progress
Click the buttons below for additional guidance on completing the Crime, Mediation or Civil forms (Please note: you must be connected to the Internet)
> For each submission line enter data in every field that is blank (i.e. not greyed out). Yellow fields are optional and should only be completed if applicable - Try using the tab button to shift from one field to the next (This will automatically skip over fields which are not required i.e. greyed out)
Running the Data Check:
Customising the filepath (This section is an optional extra):
> By changing this path you will be changing the blue text (see below) where the bulkload and spreadsheet files are saved
> Always have the CAPs lock on when entering data> Ensure every row of data contains a Fee Scheme ID (Civil Sheet) or Stage Reached Code (Crime Sheet) - This must be completed prior to entering any data in that line> This spreadsheet is best used using a screen resolution of 1024 x 768 - This can be changed through the control panel on your PC> Please check the comments within the title bar to ensure the correct data is being entered in the correct format - Any header with a red marker has comments attached, to see these comments hover the mouse over the specific header
> It is essential that all the fields on the front page are completed (including schedule number / Account Number / Month & Year) - Your schedule number can be found in the submissions list area of LAA Online or by contacting Online Support (see details below)> Ensure you save the spreadsheet to your PC (after downloading from our website) prior to entering any data - If you are using Excel 2007 ensure when using the 'save as' function in Excel you select to save the file as a 'macro enabled workbook' (.xlsm)> Extra guidance on Case ID (civil) or 3 digit Supplier Code (Crime) - Please number every case started on a particular date from 001 upwards (001, 002, 003 ...) - For example if you opened 3 cases on the 12/04/08 the CASE IDs would be 001, 002 and 003 - On the following day restart the numbering from 001 (This ensures that the UFN is unique for every case started within each individual office)
> We strongly recommend that prior to submitting your claim you click the button to run the data check. This will highlight in orange: - Any mandatory fields which are left blank and must be completed for your submission to be successful - Any instances where the Case Start Date is after the Case Concluded Date - Instances where a Prison Law stage-reached code (i.e PRIA) is selected but a non Prison Law Matter Type/Prison ID/Outcome Code is selected.
> When the orange fields (i.e. blank cells or problem cells) are corrected the orange highlighting will disappear> Please run as many data checks as necessary until the message "You have successfully completed all mandatory fields" appears
> The drive where the spreadsheet and bulkload files are saved can be amended if necessary to suit your specific computer system - It is set as a default to your C: drive but if this needs to be amended please type a custom filepath into the green box at the very bottom of this page - Please note: If a custom filepath is chosen - All folders within this filepath must already exist prior to saving the spreadsheet or creating the bulkload
BULKLOAD SPREADSHEET
< Return to Main Page < Return to Civil Data Page
Link to Bulkload Spreadsheet User Guidance Page Link to Codes Guidance Page
Help - Important Links
Help - General Tips & Advice
Saving the Spreadsheet:
Creating the Bulkload file (Civil or Crime):
Ethnicity Check Box: 00
Select Custom Filepath:
© Crown Copyright May 2018 - Version v1.23
> When the 'Save Progress' button is pressed, the entire spreadsheet (Crime & Civil) will be saved in the following location: - C:\Bulkload\Backup\'MonthandYear'\'AccNumber' + 'MonthandYear'.xls> The text in red above will be inserted from information entered on the front page (Therefore the front page must be completed prior to saving the spreadsheet)> The text in blue above will be inserted from information entered at the bottom of this page (please see help on customising the filepath) - The folders and files in red (and black) above do not need to be created and will be automatically created for you
> We recommend clicking the save progress button every line or two to minimise the chance of data loss - A message box will appear which confirms whether the spreadsheet has saved successfully (and where it is saved) - We strongly recommend you use the grey save buttons built into the spreadsheet as this will ensure the file will be saved in the correct format
> When the 'Create Bulkload' button is pressed this will create a CSV file which needs to be bulkloaded into LAA Online - This file will be created in the following location > C:\Bulkload\Civil\'MonthandYear'\CivilBulkload + 'AccNumber' + 'MonthandYear'.csv> When the 'Create Crime Bulkload' button is pressed from the Crime page this will create the monthly crime lower submission to be bulkloaded into LAA Online - and save it in the following location > C:\Bulkload\Crime\'MonthandYear'\CrimeBulkload + 'AccNumber' + 'MonthandYear'.csv
> The text in red above will be inserted from information entered on the front page (Therefore the front page must be completed prior to creating the bulkload)> The text in blue above will be inserted from information entered at the bottom of this page (please see help on customising the filepath) - The folders and files in red (and black) above do not need to be created and will be automatically created for you
Ethnicity Check Box: > This section below allows the user to enter an ethnicity description from the drop down list in the green box - the code will then be displayed in the grey box - This is the code which must be entered on the Civil and Crime pages in the column 'Ethnicity' (ensuring the preceding zero is included)
For additional help and technical support:> Please contact the Legal Aid Agency Online Support Team on 0203 334 6664 or email [email protected]
Please select ethnicity description from drop down list >
Examples of acceptable filepaths (in the correct format): > E:\Admin\LAA or J: or K:\Documents\OfficeAdmin\John\LAA
Click the buttons below for additional guidance on completing the Crime, Mediation or Civil forms (Please note: you must be connected to the Internet)
> For each submission line enter data in every field that is blank (i.e. not greyed out). Yellow fields are optional and should only be completed if applicable - Try using the tab button to shift from one field to the next (This will automatically skip over fields which are not required i.e. greyed out)
Running the Data Check:
Customising the filepath (This section is an optional extra):
> By changing this path you will be changing the blue text (see below) where the bulkload and spreadsheet files are saved
> Ensure every row of data contains a Fee Scheme ID (Civil Sheet) or Stage Reached Code (Crime Sheet)
> Please check the comments within the title bar to ensure the correct data is being entered in the correct format- Any header with a red marker has comments attached, to see these comments hover the mouse over the specific header
> It is essential that all the fields on the front page are completed (including schedule number / Account Number / Month & Year)- Your schedule number can be found in the submissions list area of LAA Online or by contacting Online Support (see details below)
> Ensure you save the spreadsheet to your PC (after downloading from our website) prior to entering any data- If you are using Excel 2007 ensure when using the 'save as' function in Excel you select to save the file as a 'macro enabled workbook' (.xlsm)
- Please number every case started on a particular date from 001 upwards (001, 002, 003 ...)- For example if you opened 3 cases on the 12/04/08 the CASE IDs would be 001, 002 and 003- On the following day restart the numbering from 001 (This ensures that the UFN is unique for every case started within each individual office)
you click the button to run the data check. This will highlight in orange:- Any mandatory fields which are left blank and must be completed for your submission to be successful
- Instances where a Prison Law stage-reached code (i.e PRIA) is selected but a non Prison Law Matter Type/Prison ID/Outcome Code is selected.
> When the orange fields (i.e. blank cells or problem cells) are corrected the orange highlighting will disappear> Please run as many data checks as necessary until the message "You have successfully completed all mandatory fields" appears
> The drive where the spreadsheet and bulkload files are saved can be amended if necessary to suit your specific computer system- It is set as a default to your C: drive but if this needs to be amended please type a custom filepath into the green box at the very bottom of this page- Please note: If a custom filepath is chosen - All folders within this filepath must already exist prior to saving the spreadsheet or creating the bulkload
BULKLOAD SPREADSHEET
< Return to Crime Data Page< Return to Civil Data Page
Link to Codes Guidance Page
< Return to Mediation Page
Saving the Spreadsheet:
Creating the Bulkload file (Civil or Crime):
Other
May 8, 2023
> When the 'Save Progress' button is pressed, the entire spreadsheet (Crime & Civil) will be saved in the following location:
> The text in red above will be inserted from information entered on the front page (Therefore the front page must be completed prior to saving the spreadsheet)> The text in blue above will be inserted from information entered at the bottom of this page (please see help on customising the filepath)
- The folders and files in red (and black) above do not need to be created and will be automatically created for you
> We recommend clicking the save progress button every line or two to minimise the chance of data loss- A message box will appear which confirms whether the spreadsheet has saved successfully (and where it is saved)
We strongly recommend you use the grey save buttons built into the spreadsheet as this will ensure the file will be saved in the correct format
> When the 'Create Bulkload' button is pressed this will create a CSV file which needs to be bulkloaded into LAA Online\CivilBulkload + 'AccNumber' + 'MonthandYear'.csv
> When the 'Create Crime Bulkload' button is pressed from the Crime page this will create the monthly crime lower submission to be bulkloaded into LAA Online\CrimeBulkload + 'AccNumber' + 'MonthandYear'.csv
> The text in red above will be inserted from information entered on the front page (Therefore the front page must be completed prior to creating the bulkload)> The text in blue above will be inserted from information entered at the bottom of this page (please see help on customising the filepath)
- The folders and files in red (and black) above do not need to be created and will be automatically created for you
> This section below allows the user to enter an ethnicity description from the drop down list in the green box - the code will then be displayed in the grey box- This is the code which must be entered on the Civil and Crime pages in the column 'Ethnicity' (ensuring the preceding zero is included)
> Please contact the Legal Aid Agency Online Support Team on 0203 334 6664 or email [email protected]
Please select ethnicity description from drop down list >
Examples of acceptable filepaths (in the correct format): > E:\Admin\LAA or J: or K:\Documents\OfficeAdmin\John\LAA
Page 94 of 96
- Summary of Civil Submission LAA Bulkload Spreadsheet v1.23
UFN Case Reference Client Surname Net CounselSchedule Reference
Matter Type 1
Matter Type 2
Case Stage Level
Net Profit Costs
Net Disbursements
Disbursements VAT amount
VAT Indicator
Case Concluded Date
Stage Reached
Outcome for Client
Page 95 of 96
- Summary of Criminal Submission LAA Bulkload Spreadsheet v1.23
Client Surname Net Disbursements UFNStage Reached
Outcome for the Client
Matter Type
Net Profit Costs
Net Travel Costs
Net Waiting Costs
VAT Indicator
Disbursements VAT amount
Case Concluded Date
Police Station or Court Code
- Summary of Mediation Submission LAA Bulkload Spreadsheet v1.23
Outcome VAT Indicator Disb exc. VATUnique Case ID
Matter Type 1
Matter Type 2
Case Reference Number
Client 1 Surname
Legally Aided?
Client 2 Surname
Legally Aided?
Case Concluded Date
Number of Med Sessions
Mediation Time
Disb VAT Amount