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ATE Portal
User Guide – External Version 1 – May 2018
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Contents
1 Solicitor User Guide ..................................................................................................................... 3 1.1 Login to the portal ................................................................................................................... 3 1.2 Reset Password ...................................................................................................................... 4 1.3 Submit a case – individual ...................................................................................................... 6 1.4 View case details .................................................................................................................... 8 1.5 Contact DAS with an issue .................................................................................................... 12
2. Solicitor Administrator User Guide ........................................................................................... 13 2.1 Create new user .................................................................................................................... 13 2.2 Change user details .............................................................................................................. 15 2.3 View case details .................................................................................................................. 17 2.4 Contact DAS with an issue .................................................................................................... 21
3. Bulk Upload User Guide ............................................................................................................. 22 3.1 Introduction ............................................................................................................................ 22 3.2 Bulk Upload Spreadsheet ..................................................................................................... 22 3.3 Submitting the spreadsheet .................................................................................................. 22 3.4 Appendix 1 – Data Values ..................................................................................................... 26 3.5 Appendix 2 - Case Type Values............................................................................................ 31
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1. Solicitor User Guide
1.1 Login to the portal
Navigate to the portal (https://ateportal.das.co.uk/)
Enter your Username and Password
Upon successfully logging in the following page will be displayed
You can also reset your password should you need to – see the next section
https://ateportal.das.co.uk/
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1.2 Reset Password
On the login page there is an option to reset your password. Click on Reset Password
Enter your email address and click on Send Password Reset Request
A password reset email will be sent to your email address. Check your junk email folder if it
isn’t received
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Click on the link in the email and enter your new password details
Upon successfully changing password details you will be prompted to login
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1.3 Submit a case – individual
Select Cases from the menu bar at the top of the portal homepage
Select ‘Create a new case - single case’ from the list of options
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Select which type of case you would like to submit
Enter details into the form and at the end click on Submit
A Notification will appear to confirm the submission has been successful
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1.4 View case details
A record of each case submitted via the portal will be stored and can be viewed at a later
date.
1.4.1 View recently submitted cases
To view your 10 most recent cases select Cases from the top menu bar of the portal
homepage
Click on View recent cases
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The following table will be displayed. The lines in the table can be re-ordered by clicking on
the table headers
1.4.2 Search for a case
Select Cases from the top menu bar of the portal homepage
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Select Search Cases from the list of options
Search for cases you’ve previously submitted using the various search fields. You are also
able to search using parts of the word or reference
Alternatively press enter whilst the search fields are blank to display all previously submitted
cases.
(Note: Administrators are able to see all cases submitted by the firm)
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The search results will be displayed in the following table. The lines in the table can be re-
ordered by clicking on the table headers
1.4.3 View case details
To view details of a specific case navigate to the case search results table as above.
Find the relevant row in the table and click on View Details
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The following view will be displayed
1.5 Contact DAS with an issue
The following icon is displayed on all pages of the portal.
Click on it to display contact details for DAS
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2. Solicitor Administrator User Guide
2.1 Create new user
Login to the Portal using the following link (https://ateportal.das.co.uk/)
Select Administration from the top menu bar of the portal homepage
Select Create a new user from the list of options
https://ateportal.das.co.uk/
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Enter details of the new user and click on Submit.
(Note: When entering the users email address please ensure there are no blank spaces)
The new user will get an email asking them to set up their password. They should then be
able to login to the portal
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2.2 Change user details
Administrators are able to change the following details of other users in the same firm;
User Attribute Description
Name N/A
Email address A users email address is also their username. If it’s changed they will no longer be able to login using their old email address.
Status A user account can be set as active or inactive. Users will not be able to login to an inactive account
User Type There are two types of user - Administrators and Standard. Administrators are able to set up new users, change user details and see all previously submitted cases at a firm. There can be more than one administrator at a firm
To change user details go to the home page and select Administration from the top menu
bar
Select View / edit users from the list of options
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The following table will be displayed. Locate the relevant user and click on Edit Details to
change their details
Change the user attribute required and then click Save
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2.3 View case details
All cases submitted via the portal will be stored and viewable at a later date. Administrators
will be able to see all cases submitted by users at their firm.
1.3.1 View recently submitted cases
To view the 10 most recent cases, select Cases from the top menu bar
Click on View recent cases
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The following table will be displayed. The lines in the table can be re-ordered by clicking on
the table headers
1.3.2 Search for a case
Select Cases from the top menu bar
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Select Search Cases from the list of options
Search for cases previously submitted using the various search fields. You are also able to
search using parts of the word or reference
Alternatively press enter whilst the search fields are blank to display all previously submitted
cases.
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The search results will be displayed in the following table. The lines in the table can be re-
ordered by clicking on the table headers
1.3.3 View case details
Navigate to the case search results table as shown above.
Click on View Details next the relevant row in the table
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The following view is displayed
2.4 Contact DAS with an issue
The following icon is displayed on all pages of the portal.
Click on it to display contact details for DAS
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3. Bulk Upload User Guide
3.1 Introduction
This facility has been developed to allow new case data to be transferred to DAS in bulk. Not
all Solicitor Firms will have access to this function.
3.2 Bulk Upload Spreadsheet
Information relating to new cases should be entered in the accompanying Excel
spreadsheet, saved as an xls file and uploaded via the ATE Portal. See the sections below
for detailed instructions
Please note: The format of the spreadsheet cannot be altered in any way as this will
cause the upload to fail and you will be asked to resubmit your file.
Similarly the data entered into the spreadsheet must adhere to the formatting set out
in the tables in Appendices 1-2 otherwise the upload will fail.
3.3 Submitting the spreadsheet
Login to the portal using the following link (https://ateportal.das.co.uk/)
Upon logging in select Cases from the top menu bar
https://ateportal.das.co.uk/
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Select ‘Create a new case – bulk upload’ from the list of options
Confirm Client Approval
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Choose where the policy schedules will be sent to
Upload the spreadsheet
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If there are no errors in the uploaded file the following screen will be displayed
If there are errors in the uploaded file they will be displayed as shown below. The table
shows where the error occurred in the uploaded file and what the error was.
The errors will need to be fixed and the spreadsheet uploaded again. It’s important
that only the lines where the errors occurred are included when the spreadsheet is
uploaded again.
To do this, delete the rows that have been successfully uploaded and move all remaining
rows to the top of the spreadsheet underneath the column headers
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3.4 Appendix 1 – Data Values
Values entered into the bulk upload spreadsheet must follow the format shown in the ‘Value’
column below.
Mandatory fields must be populated. Certain fields are marked MC. These fields become
mandatory depending on the data entered in other fields
Field No:
Field label Field Length
Type Mandatory / Optional
Value
1 Solicitor Reference
25 Alpha-numeric
M Solicitors reference
2 Agent code 6 Numeric M Agent code relates to where the source of business has been referred from. This will either be a direct agency you have with DAS or a third party (intermediary) The Agent Code will have been supplied by DAS
3 Type of retainer 1 Alphabetic M Has to be one of the following; D = Damaged Based Agreement C = Conditional Fee Agreement P = Private (Single letter and in CAPITALS)
4 Date of retainer 10 Numeric M Date format = DD/MM/YYYY Date must be after the incident date (Field 8) but can’t be in the future
5 Claim Type 3 Numeric M Refer to the 'Claim Type' column in Appendix 2
6 EOC Code 4 Alpha-numeric
M Refer to the 'EOC' column in Appendix 2
7 Profile Code 3 Numeric M Refer to the 'Profile' column in Appendix 2
8 Date of incident 10 Numeric M Date format = DD/MM/YYYY Date can't be in the future
9 Summary of case 200 Alphabetic M Free text field but no more than 200 characters
10 Jurisdiction of claim
50 Alphabetic M Has to be one of the following; E = England & Wales S = Scotland I = Ireland (Single letter and in CAPITALS)
11 Prospects of Success
3 Numeric M Number has to be Between 51 & 100 and not include any special characters - eg %
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12 Damages sought 10 Numeric M Number only (no special characters - eg £) Lower limit of a £1,000
13 Track type 1 Alphabetic M Has to be one of the following; F = Fast Track M = Multi Track P = MOJ Portal S = Small Claims Single letter & Capitals only;
14 Liability admitted 1 Alphabetic M Has to be one of the following; Y = Yes N = No U = Unknown Single letter & Capitals only;
15 Date liability admitted
10 Numeric MC Mandatory if field 14 is 'Y' Date format = DD/MM/YYYY Date needs to be after the date of incident (Field 8) but not in the future
16 Basis of liability 1 Alphabetic MC Mandatory if field 14 is 'Y' Has to be one of the following; F = Full S = Subject to causation (Single letter & Capitals only)
17 Proceedings issued
1 Alphabetic M Has to be one of the following; Y = Yes N = No U = Unknown Single letter & Capitals only;
18 Date proceedings issued
10 Numeric MC Mandatory if field 17 is 'Y' Date format = DD/MM/YYYY Date needs to be after the date of incident (Field 8) but not in the future
19 Date of trial 10 Numeric O Date format = DD/MM/YYYY Date needs to be after the date proceedings were issued (Field 18)
20 Date of trial window
10 Numeric O Start date of the trial window Date format = DD/MM/YYYY Date needs to be after the date proceedings were issued (Field 18)
21 Received formal offer
1 Alphabetic M Has to be one of the following; Y = Yes N = No
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22 Who made offer 1 Alphabetic MC Mandatory if field 21 is 'Y' Has to be one of the following; D = Defendant C = Claimant Single letter & Capitals only;
23 Offer in respect of 1 Alphabetic MC Mandatory if field 21 is 'Y' Has to be one of the following; Q = Quantum L = Liability B = Both Single letter & Capitals only
24 Date offer made 10 Numeric MC Mandatory if field number 21 is 'Y' Date format = DD/MM/YYYY Date needs to be after the incident date (Field 8) and not in the future
25 Details of offer 200 Alpha-numeric
MC Mandatory if field number 21 is 'Y' Free text field but no more than 200 characters
26 Has Counterclaim been made
1 Alphabetic M Has to be one of the following; Y = Yes N = No Single letter & Capitals only
27 Counterclaim amount
7 Numeric MC Mandatory if field 26 is 'Y' Number only (no special characters - eg £)
28 Number of Claimants
3 Numeric Y In cases with multiple claimants each claimant will need to be entered as a separate line on the spreadsheet The Solicitor Reference (field 1) will need to be different for each claimant Enter '1' in this cell each time
29 Client title 10 Alphabetic M Free text up to a maximum of 10 characters
30 Client first name 35 Alphabetic M Free text up to a maximum of 35 characters
31 Client surname 35 Alphabetic M Free text up to a maximum of 35 characters
32 Client Business name
35 Alphabetic O Free text up to a maximum of 35 characters
33 Client Business name 2
35 Alphabetic O Free text up to a maximum of 35 characters
34 Client Business name 3
35 Alphabetic O Free text up to a maximum of 35 characters
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35 Client Date of birth
10 Numeric M DD/MM/YYYY The date entered cannot be in the future
36 Using a Personal Rep
1 Alphabetic M Has to be one of the following; Y = Yes N = No Single letter & Capitals only If Client is under 18 this field needs to be 'Y'
37 Personal Rep Title
10 Alphabetic MC Mandatory if field 36 is 'Y' Free text
38 Personal Rep first name
35 Alphabetic MC Mandatory if field 36 is 'Y' Free text
39 Personal Rep surname
35 Alphabetic MC Mandatory if field 36 is 'Y' Free text
40 Address line 1 35 Alphabetic M If the client is using a personal representative then the personal representative address is required otherwise the client address is required.
41 Address line 2 35 Alphabetic O If the client is using a personal representative then the personal representative address is required otherwise the client address is required.
42 Town 20 Alphabetic M If the client is using a personal representative then the personal representative address is required otherwise the client address is required.
43 County 20 Alphabetic M If the client is using a personal representative then the personal representative address is required otherwise the client address is required.
44 Postcode 1 4 Alpha-numeric
M If the client is using a personal representative then the personal representative address is required otherwise the client address is required. Enter the first 3 or 4 characters of the postcode
45 Postcode 2 4 Alpha-numeric
M If the client is using a personal representative then the personal representative address is required otherwise the client address is required. Enter the last 3 characters of the
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postcode
46 Number of Defendants
3 Numeric M Spreadsheet only allows one defendant to be entered per case For cases with multiple defendants please contact DAS separately
47 Def Title 10 Alphabetic O Defendant has to either be an individual or a business. If individual then fields 48 and 49 need to be populated If a business then field 50 needs to be populated Fields 47, 51, 52 are optional
48 Def first name 35 Alphabetic MC
49 Def surname 35 Alphabetic MC
50 Def Name of business
35 Alphabetic MC
51 Def Name of business 2
35 Alphabetic O
52 Def Name of business 3
35 Alphabetic O
53 Def insurer name 35 Alphabetic M Free text up to a maximum of 35 characters
Please enter the name of the defendants insurer or enter 'unknown' if you don’t have details
54 LOI required for Expert Reports pre issue
7 Numeric MC LOI = Limit of Indemnity (the amount of insurance cover) Mandatory if Field 7 is '155'
55 LOI required for Disbursements pre issue
7 Numeric O LOI = Limit of Indemnity (the amount of insurance cover) Mandatory if Field 7 is '155'
56 LOI required for Expert Reports post issue
7 Numeric MC LOI = Limit of Indemnity (the amount of insurance cover) Mandatory if Field 7 is '155'
57 LOI required for other disbursements post issue
7 Numeric O LOI = Limit of Indemnity (the amount of insurance cover) Mandatory if Field 7 is '155'
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3.5 Appendix 2 - Case Type Values
Profile EOC Description Claim Type
Motor - 151
141A Motor 22 Motor Driver PI
20 Motor Passenger PI
828 Motorbike - Driver
829 Motorbike - Passenger
141L Pedestrian 23 Personal Injury
141M Cyclist 23 Personal Injury
Non Motor - 152
141B PI - Other
810 Product Liability
811 Public Liability
812 Occupiers Liability
825 PTSD
826 Assault
827 Sports Injury
832 Animals Act
833 Sexual Abuse
835 Harassment Act
836 Prisoner
310 Travel - Sickness
311 Travel - Accident
141G PI - Trip Slip (Public
Liability) 23 Personal Injury
141H PI - Work 23 Personal Injury
824 Employers Liability (trip/slip)
141F PI - Industrial Disease 813 Asbestos
814 VWF
815 Dermatitis
816 Deafness
831 Asthma
29 Other I.D.
141N Mesothelioma 29 Other I.D.
Clinical Negligence -
155 215B Clinical Negligence 25 Medical Negligence
Civil Litigation - 153
012E Tenancy Disputes 38 ATE Personal
200C Accounts Negligence 11 Motor Contract Dispute
201C Solicitors Negligence 21 Tort
202C Surveyors Negligence 26 Boundary Dispute
203C Other Negligence 27 Employment Dispute
221A Insolvency 41 Property Damage
232B Contract Disputes -
Goods 42 Nuisance
233B Contract Disputes - 43 Trespass
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Services
234B Contract Disputes - Other 131 Inheritance Dispute
235B Debt Recovery 132 Misrepresentation
241B Bent Metal 837 Property Dispute
241C PPI