Title: Welcome to The Law Society of Scotland Home Reports
1Welcome toThe Law Society of ScotlandHome
Reports
www. lawscot-homereport.co.uk
2- The Law Society of Scotland Home Reports website
is located at www.lawscot-homereport.co.uk - It is recommended that this site is viewed at a
screen resolution of 1024x768. - There are a number of links on the left hand side
providing information and further options to help
you gain the most from Law Society of Scotland
Home Reports. - The centre area will be used to provide details
of any news items from Law Society of Scotland
Home Reports.
3- The registration process follows a number of
steps. - Simply fill in each field as requested and follow
the on-screen steps. - You will receive an email notification when your
Law Society of Scotland Home Reports user account
is activated. - Alternatively, if your firm has a designated Law
Society of Scotland Home Reports Administrator,
he/she can create an Law Society of Scotland Home
Reports user account.
4- On the right hand side is the login area where
you can enter your username and password. - To enter the site
- Please enter your User Name (example Guest)
- Please enter your Password (example Welcome)
- These are issued once your registration
details are submitted and processed. - It is possible to change your password by
clicking the link on the left. - If you are unsure of your username and password
please contact our Help Desk on 0844 561 6021 - To access your account click LOGIN
5- New Case File - Part 1 of 3
- Existing Files Screen
- Law Society of Scotland Home Reports works on a
Case File principle, a file should be created per
transaction. - When you logon you will enter the EXISTING FILES
screen. This page lists your current files and
allows you to create new files. - The set up is similar to a filing system with 2
tabs across the top of this screen. The first
tab, Open Files shows your draft or in progress
files. If this is your first time in your account
you will have no existing files. - The second tab, Closed Files, shows all files
which have been closed off. - If show legend is clicked an Actions Legend
will automatically pop up on the existing files
screen. This explains the icons which are located
under the ACTION heading. - If you need any help click on the help link at
the top right of the page.
6- New Case File - Part 2 of 3
- Create New File
- To submit a new search click the CREATE NEW FILE
button at the top right hand of the page. - You will then be presented with a pop up window
named File Information. Mandatory fields are
indicated in red. - At this point you must choose a unique File
Reference number for your search. The reference
can be anything you wish but we recommend that it
bears reference to the client and the accounting
reference as this will appear on your invoice. - Enter the address in the other fields.
7- New Case File - Part 3 of 3
- Address Search
- You do not need to enter the complete address,
simply a section of the address then click LOOKUP
ADDRESS. - A list of the closest matching properties will be
displayed as shown above - The search will show the top 100 matches.
However, normally you will only find 1-5 results
matching your property. If the required address
is not returned, click CLOSE and try altering
your initial search criteria. - Choose the correct address from the list by
clicking on it. - Once you have entered your reference click CREATE
NEW FILE.
8- You are now in the Selected File screen, your
address details will appear on the right hand
side of the screen. - The left hand side of the screen displays the
File Information which can be changed at this
stage (if required) by clicking on the EDIT
button. - Underneath Applicant Information details your
company information and this is specific to your
user name and password. If this is incorrect
please call the Law Society of Scotland Home
Reports Helpdesk. - The right hand side of the screen displays the
Subjects to Search section. If your address is
incomplete or you need to add an address click
the EDIT button. - To make an order, click ADD NEW SERVICE.
9- Choose Service Type
- You will now be presented with a list of possible
services. Those services not available at this
point of the transaction will be greyed-out. - Click your desired service.
10Energy Report and Energy Performance
Certificate The Energy Report and Energy
Performance Certificate does not require any
further information.
Single Survey Report and Valuation Simply enter
all the relevant information in the required
fields. Mandatory fields will be shown in
red. You can select your Preferred Surveyor from
the dropdown list provided. Please also remember
to provide an Access contact name and telephone.
11Property Questionnaire Online submission The
Property Questionnaire contains a range of
questions relating to the property. Simply
select the relevant option in each case and enter
further details if requested to do so in the text
fields provided.
12Property Questionnaire Offline submission The
Property Questionnaire can be submitted offline.
You can upload the file using the option shown or
send it by fax or post.
13Mortgage Valuation Report The Mortgage Valuation
Report does not require any further information
to be entered.
Once you are satisfied with all the information
you have entered, click CONTINUE.
14- The service has now been created at draft status
with each constituent part shown below. - Each service will also be allocated a unique
Request Number. This can be quoted during any
communication with the Law Society of Scotland
Home Reports Helpdesk. - Each service can be accessed again whilst at
draft status and any amendments made. Click the
open folder icon under the Actions column. - The information entered will be compiled into a
PDF document that can be viewed, saved and
printed if necessary. Click the PDF icon under
the Actions column.
15- View PDF
- This is an example of the PDF document that is
automatically created after your create your
service request then click on the PDF icon under
the Actions column.
16- Submit Draft Services
- Once you are content with the service request
instructions you have created, you are ready to
submit them to Law Society of Scotland Home
Reports for processing. - Click Submit Draft Services.
- You will receive a popup message asking for
confirmation of your submission. - Click OK if you are happy to continue.
17- Submit Draft Services
- Notification is then given that your service
request has been sent to Law Society of Scotland
Home Reports for processing. - Click Continue.
18- Other Services
- There are additional options within the Law
Society of Scotland Home Reports casefile. - Add a Conveyancing service
- Clicking these options will connect you to
MBOnline where such services can be instructed.
19- MBOnline
- MBOnline is structured in a similar fashion to
Law Society of Scotland Home Reports. - Any casefile you create in Law Society of
Scotland Home Reports will be automatically
recreated in MBOnline when you click through. - Full guidelines to using MBOnline are found in a
separate instruction manual available from Millar
Bryce. - MBOnline is located at www.mb-online.co.uk
20- Approving results 1 of 5
- Once a service has been completed it will be
posted back to the Law Society of Scotland Home
Reports website. - A final requirement is that each section of the
Home Report is approved before it will be
completed. - To access the results simply click on the icon
under the Actions column.
21- Approving results 2 of 5
- A list will be displayed showing the services
requiring approval and whether or not approval
has been made. - To view the results click the file name to open
as a PDF.
22- Approving results 3 of 5
- The PDF document will be displayed.
- Look through the results to confirm that all
parts are to your satisfaction. - If you find any part that should be amended then
you can still open up the Property Questionnaire
by returning to the Selected File screen and
amend or upload a replacement document. If you
have any difficulties with this process please
contact the Law Society of Scotland Home Reports
Helpdesk at helpdesk_at_lawscot-homereport.com or on
0844 561 6021.
23- Approving results 4 of 5
- If you are content with each service result,
simply click the Approved box corresponding with
each Service Type.
24- Approving results 5 of 5
- The date of approval will now be shown.
- Should you wish to remove the approval, simply
uncheck the tick box. - Once you have approved all components of the Home
Report, click Generate the report. - To return to your casefile click Selected File in
the top left of the screen.
25- Completed Services 1 of 3
- The Home Report has now been generated.
- You can view the product by clicking on the
results icon under the Action column.
26- Completed Services 2 of 3
- To view the completed Home Report simply click on
the file name link.
27(No Transcript)
28- Results Update 1 of 4
- If you require to update any part of a Home
Report, simply click on Report Update in the
Service Type list.
29- Results Update 2 of 4
- Enter the relevant details as required.
- Select the type of report that is to be updated.
- If you need to update more than one part of the
report, you must submit an individual Report
Update for each part. - Click Continue when you have completed the
instruction and submit as before.
30- Results Update 3 of 4
- Once your Report Updates have been completed and
returned to you, the status of the corresponding
part in the Home Report will revert to Awaiting
Approval. - Should you wish to update the Property
Questionnaire, simply use the Open File icon
under the Actions column and amend as necessary.
31- Results Update 4 of 4
- The Awaiting Approval process is dealt with in
the same manner as before. - Tick all the relevant approval boxes and click
Generate Report to create a new Home Report that
will include your updated part(s).
32- Supplementary Details
- Selecting Supplementary Details from the list of
services allows you to enter any additional
information that should accompany the Home
Report. - Once you have entered the information simply
click Continue and submit in the usual manner.
33- Public Viewing of results 1 of 3
- One of the features of Law Society of Scotland
Home Reports is a provision for giving members of
the public who have shown an interest in a
property the option to view any associated Home
Report. - By clicking Add, you will be able to add details
of anyone who would like to be able to view the
Home Report when it is available. - By ticking the box under selection corresponding
with each name and then clicking Remove, you can
remove names from the list.
34- Public Viewing of results 2 of 3
- Members of the public who show an interest in
viewing a particular Home Report can lodge their
own interest by accessing the public site. - The details entered here will then be entered on
the list of Public viewing of results.
35- Public Viewing of results 3 of 3
- Once the Home Report is complete you can send the
results to those members of the public who have
shown an interest in viewing the report. - Tick the required selections using the
corresponding check boxes. - Then click Send Results.
- Each selected member of the public will receive a
copy of the Home Report for this property.
36- Administration 1 of 4
- Each firm will be assigned an administrator who
has the responsibility to create, amend and
deleted user accounts for Law Society of Scotland
Home Reports. - Administration options are accessed via the link
in the top right of the screen.
37- Administration 2 of 4
- The Edit Company tab allows the Administrator to
amend any of the company details. These details
will apply to all users after amendment. - There are also options to select a Senior
Contact, Accounts Contact and change the
designated Administrator. - The Senior Contact will be the individual who is
the most relevant to contact regarding any
company-wide issues. - The Accounts Contact will be the individual who
will receive invoices. - The Administrator is the person responsible for
managing Law Society of Scotland Home Reports
user accounts. - If you make any changes, these will not be
finalised until the Submit button is clicked.
38- Administration 3 of 4
- The Edit Users tab allows the Administrator to
add, amend or delete Law Society of Scotland Home
Reports user accounts. - To deactivate a user without deleting their user
account simple uncheck the corresponding tick
box. - Any changes will not be finalised until the
Update button is clicked. - To add a new user click Add User, fill in the
form and click Submit.
39- Administration 4 of 4
- The Branding tab controls the logo and strap line
that will appear on the front of any Home Report
ordered by your company. - To upload an image simply click Browse, navigate
to where the image is saved and click on the
file. - To add or change the strap line simply amend the
text field - Any changes will not be finalised until the
Update button is clicked.
40Thank You
Law Society of Scotland Home Reports
www.lawscot-homereport.co.uk