Welcome to The Law Society of Scotland Home Reports

1
Welcome 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.

10
Energy 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.
11
Property 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.
12
Property 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.
13
Mortgage 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.

40
Thank You
Law Society of Scotland Home Reports
www.lawscot-homereport.co.uk