Hello good afternoon. Everyone welcome to the file is serve, um, refresher training for on August 22nd.
Ah, let's give everyone a minute more to join.
And we will get started.
Okay.
Let's get started, um, today we're going to walk through a, the major workflows in the system.
To get logged in and, uh, to submit filings how to find your cases, et cetera, just an overview.
But before we get started a few housekeeping items, I'd like to remind everyone.
We are recording this sessions, so I would we would request everyone to.
Post your questions in the chat, we will try to respond to them in chat. If that's possible or else you can it will be addressed at the Q a session at the end of day.
Training, uh, do not post any specific questions that are more support related to your specific cases in this Jeff 1, it's being recorded and to if you submit a support request,
we can probably help you better.
Because we are according this, the participants audio and video is disabled. So please use the chat and step.
Thank you with that. Um, let's get started.
The major topics we will cover is an overview of the major workflows. We'll see how to log in using login. Gov. And help to set up an account. If you have done this before and you're all set up.
Please bear with us that the new folks can get a handle.
I will walk you through how to set up an organization and why we need it.
What should you do if you get locked out of your account? Very important. Um.
Of very common support question we get then we'll go through how to access your cases how to delegate your access to case to your arm delegated uses.
How to file to them and received documents.
Uh, we'll end with, um, where to get help and maybe you can find guides and how to submit a support ticket.
So love to cover, but let's get started. Um.
Throughout this session, I will be using a fictitious organization called training law offices and in that, um, law office, we have 2, uh, fictitious employees.
1 is an attorney called, uh, James Robinson. He does not have a log in dot Gov account. He does not have an account at all and, um.
Just getting started, he also has a legal assistant called Molly.
She did not have a log in dot Gov account but I set up 1, um, just to get the data set up here.
So, when we go through the session, you will see that Molly does have an account that was set up, but we'll walk through the login process. Using James is our test case.
Okay, let's get started as, you know, um, I will be spending most of our time directly in the system and, uh, very minimally, um, slides.
This is the main site if you're coming here for the 1st time, and you've never had an account in the FS before you would come to dot Gov. And click on create account. So I want you to pay attention to the URL here.
This is the E. file dot the old dot com, which is the file is off site 1 by.
Department of labor now the account and, uh, login information is handled by a different system called, um, which is under the auspices of the, the general administration, uh,
general Services Administration. So think of this as a login service, that many federal systems use and contract with, in order to handle passwords and.
You know, we don't want to we want to have a centralized location for federal accounts.
Accounts in federal systems and offers the service. So there are 2 different systems 2 different entities when you are logging in we think of it as a.
Uh, credit reporting service, for example, if you go to a bank to get a loan.
You will use the bank will use a credit reporting service to verify your identity and your credit worthiness. Right?
So think of logging dot Gov as a credit service that federal systems use they handle login and passwords and things like that. They'll verify passwords.
Verify your account is correct that you are, who you claim to be.
And the E file system will get that information from login dot com and log you into E file.
Um, so if does not store passwords and login information.
So, when you, if you submit a support ticket and its login related, we might send you over to log in dot. Gov, and that is, that's the reason why, because your passwords are stored in login dot com.
So, let's get started and look at how to log in to the system and I'm going to use our test environment here to do the demo.
So, this is now I'm in staging, which is our training environment.
And, um, it looks the same. So you would go to create the account.
Remember our fictitious user teams does not have an account at all. So when you click on login the.
Create an account you go to log in dot com.
And you'd say, create an account and type in your.
You know, select language and click submit.
Dot Gov. Will send an email to your, um, in email account provided.
And over here, I have the email opened up here.
And this is the account that I am trying to set up g and rob the.
Log in dot Gov. Has creates sent an account to verify your email.
And select go to login.
Now, you can set up your password, so do this 1 more time.
A sign a rules of behavior.
And then you'll be asked to set up a, uh, a 1 time. Sorry a 2 factor authentication mechanism. Um.
The screen will have the way to select 2 factor authentication mechanisms. This 1 had an account set up already so it will send a code to the.
To the phone number provided you can provide a, uh, phone number.
And, um, I, I just got a phone number on mine on my number and.
Verify your account, and, uh, you can change your, uh, phone number your 2 factor authentication mechanisms and all that here, once you are logged into your login dot Gov. Account.
So remember login dot Gov. Is the place where you store your account, your password and your 2 factor authentication mechanism?
And if I will use log in dot Gov as the authentication server.
So, now my, if my, um, login dot Gov account is set up, so you will have to do this 1 more time here.
After you've set up the login dot Gov account.
Next time you go to a file entry, and instead of create login, you will do a sign in and this time you'll sign in with login dot com it will take you to login again.
And this setting up their account is obviously a 1 time thing.
And then later on, you will be doing only.
This login step, and every time you log in, you will be asked to enter a 2 factor code, which, um, you know, by now,
everybody in the world is pretty familiar with having to do this.
For that and the accounts, and pretty much everything.
Within my 2 factor code and I.
Submit, um, click on whatever they ask you to verify and then once you are verified, you're back in file.
No, you're back in a file that the old. So what just happened is that.
You started with E file you have you are taken to login dot Gov to set up your login account a password and to fact a code.
Once you have done that step properly.
And successfully login dot Gov. Will send you back to E file for to log in to the system. And that's what's going to happen. Every time you log into, uh, a file system.
Okay, the very 1st time you log in to a file, you will be asked to sign a rules of behavior on the E, file system and this is once a year. So I'm signing this in this system on the 22nd of August.
If you log in, um, again on the 22nd of August 2024, you will be asked to accept the rules of behavior again.
Accept it, and then you set up your user profile now, this is the profile that you're gonna use in your cases. This profile will be sent to the, when you submit filings.
It will be used to give you a service, for example, so, make sure you set up your profile to reflect your, um.
You know, your business record that you want going out in the service to all the parties. So, this is, eh Mr. James Robinson and I'm going to, um.
Within that phone number and this is your email that you used to log in, it cannot be edited.
Because that is your login information that is common to E, file as well as log in dot com so changing it in 1 place and not the other can mess up your login process. So it will not be editable here.
But if you want to change your email at at the future day.
Maybe your your law has got acquired or merged with something else, or you change the name. You just want to change your email. You can always do a step called transfer your account within the file itself.
So, I'm going to I've set up my profile and this profile remember will go to the agencies and to the along with your filings. So, remember to set it up.
According to your face requirements, once you have set up your profile,
your name will appear in this button here always and you can click on this button to edit your profile and change anything except email at any point of time.
If you change your address, for example, be sure to update your address here because that is what will be used by the agencies to serve.
Once you are in, uh, the file system, uh, you will be put into a dashboard. You can access your profile at any point using, uh, this, my account if this since this is the very 1st time.
You are logging in your dashboard will be empty at. 1st, if we go to, um.
Dashboard you can see the various agencies that are supported by the system is over here, or you can also go to the main dashboard and click on the icon here.
They will both take you to the dashboard which right now is empty because you just locked it. Um, I will show you in a little bit and, uh, a dashboard that is not still empty.
But let's say your 1st getting started and you belong to remember we said that you belong to a fictitious organization called a training organization and you're an attorney you got your accounts set
up for the very 1st time.
Now, that your account is set up your legal assistant can help you in doing all your filings going forward.
How do we do that? We need to add James.
This attorney to the organization that is that just set up for your law firm, which is the training, um, law law offices. Remember.
So, I'm going to, um, quickly log out of, um.
James this account and go to.
The, uh, training, uh, his legal assistant maury's account. So Molly would also sign in like this but remember, Molly had set up, uh, her account ahead of time.
Go through the login process. Same, but this time Molly is logging in.
And Molly has logged in previously, so it's not a rules of behavior, but in terms of service, and you will be required to sign the terms of service every time. So this is Molly dashboard.
Molly had gotten come to this E, file ahead of time and set up an organization called training law offices.
Creating a new organization is so easy you go to, um, you can go to my account dashboard and my organizations, and you will be, um,
you can create a new organization using this ad organization button.
All it asks for is the details about your law firm.
You set up the name uh, in this case, it was the fictitious training law offices.
Put in your address, and the person who sets up the organization is by default the administrator.
Of that organization, and that email, they will have the 1st statement. You can also set up an alternate 2nd administrator if you have, uh, 1 with accounts. But let me show you that in a little bit.
By default, the person who creates the organization will be the admin. So I'm not going to set, um, add another 1 because here, we have our training law offices that Molly had set up ahead of time.
He has the address and details currently. We have only 1 member who is Molly and she's also the administrator.
But remember, we just.
18 James's account now, Molly can add James as a member of this organization and remember to use the same account that he used.
To set up his account and profile.
So that was this 1 and you click submit.
Now, James is added to the organization as an attorney.
And he's, um, an active member of the organization. So.
A new attorney joins your law firm step 1, get them to create an account in the system and set up a profile. That's it.
Once the attorney has created that account and profile the legal assistance can take over all the filing and serving activities as a delegated user. And I'll show you how that is done in a minute.
Okay, so now we have added the attorney to the organization. Okay. 1st of all the legal assistance your legal team has to set up an organization within the system for your law office.
That 1st person will be set up as an administrator. The administrator can add any number of users to the organization as members.
So think of it as your law firm as 1 organization,
and this is required in order to be able to delegate access in order to perform a filing and receiving service as a delegated member um,
of that attorney as a legal assistant, assisting the attorney in the case okay, so set up an organization.
Set up accounts, everyone needs accounts do not share accounts. It is with the 2 factor world.
With codes and, um, and, uh.
The constant security related logging off.
Sharing accounts is really difficult to manage in the long term, get everybody to set up an account and then use delegation to do the 5.
All right now we have in our training organization. 2 members 1 is an attorney and 1 is a legal assistant.
Now, let's see how our, uh.
Our legal assistant,
Molly can stop assisting your attorney in filing in order to file 2 cases you will go to the oil J dashboard if you are working in cases or if you are working in 1 of the boards,
you're filing an appeal to the boats you select the appropriate dashboard we will stick with for this training. 1st step is to find your kids you want to.
Uh, in order to access, in order to file 2 case, 1st, you have to get access to the case.
Texas is given only to parties who should be seeing the case files were part of that case files.
On part of that case as a party, and, and that is vetted by the agencies themselves. So step 1 is to request access to cases.
When you do that, uh, go to request taxes and search for your case here.
So, if you know your case number, you can just take it up.
Or, maybe, you know, part of your case number and the.
Any part of your case number 1 uh, very frequent support question that we get.
In all the documentation that oil jason's you the case number is written like this with the hyphens with the dashes in between.
Within the oil just systems, these dashes are not stored. So they are actually case numbers are referred to in this way. Within as a result. We ask you that.
Do not use dashes when you search for case number it will not, uh, work on the system just remove the dashes. Just put all the characters and numbers only.
So, if you don't know your case number, you can put partially and your search results will bring up.
The cases that match this, or if, you know, the claimant name, you can type out these, um, search options. So, let's say I am looking for a case and I know that the employer is.
Sweat, so, let's see, I will let me search by employer.
And if you know, the employer name, you can.
Look up their cases by employee, or you can search by climate name and et cetera right?
So, here, let me go to 1 case.
You need to remember 2001.
I found a case, you can find a case by case number claimant name you can search on any of these.
Select the case and add to request, which is you can you can submit a request for many cases. At the same time. If you have, like, 10 cases you need to access.
You can add, um, such and such add easily using this option and then.
It will ask it. So now, 1st, request for access. Um, 4 will list the case. You are trying to request access to.
Here is where it becomes important you are logged in as Molly. Molly is the is a legal assistant of the attorney James.
So be sure to select. I am a legal staff.
You are part of this organization called training law office.
And you are filing on behalf of James. Okay. So, when this is called delegated filing.
Molly is filing on behalf of James, who's the real attorney when this notice of appearance is sent to and they review it they will only see the name of James Robinson.
The attorney on their, in in the system agency will never see Molly's name anywhere.
In the, um, in the case it is Molly is simply filing on behalf of James.
Even though you love Venus, Molly, be sure to carefully choose this option. Now, if James had logged in on his own.
And was filing it, he should definitely choose. I am the attorney, right? Because.
If James is filing, you should choose I'm the attorney if Molly's filing actually, as a delegated legal staff, choose this.
And select the attorney, you are all your law office may have many, many attorneys.
And they will all be listed here so long as the profile is set up properly.
If James, if the attorney's set up on their user profile here.
That they are an attorney, they will all be listed here and Molly can select 1 any 1 of them.
Um, and file on their behalf yeah.
Now, here, let's say, James is the attorney for the payment, select a notice of appearance this notice of appearance document.
Can be a combination of the opposite appearance as well as the certificate of service, the service sheet um, if you have them as separate documents,
feel free to upload them as separate documents that you don't need to. This can be a combined document in both.
Included in both right and submit to the.
Now, this sends this appearance notice of appearance.
Too oh, L. J requesting.
James's access to the case.
It's a request this submission has, uh, is sent to.
It has not been accepted yet.
And it will be accepted after, uh, it is approved by.
Um, oh, okay, okay until then you will have to, um.
Wait, you will get notified when the fire event the access request is approved.
I'm going to switch over here real quick to show you is.
Mean that does have a dashboard.
With an access request that was accepted.
Remember when Molly filed the case file, the access request, it was received and painting.
Review I'm going to switch over to another new user account Amelia um, who has.
Submitted an access request before and was approved so it will say accepted as the filing.
That means they are approved once it is approved.
You can go into the case.
And submit filings receive in service.
And, um, this is what a case dashboard will look like, once you have gained access to the.
Case as a submitting, once your access request is approved.
Once you have access to the case, you can see all the filings made by, uh, other.
For this, on the case, you can see the documents served on the case by and you can click on any 1 of them to download the document.
You can see who the parties are, who have electronic access to the case.
These are the parties who have set up an account in the office.
Has requested for access like, we just did has their access approved.
And, uh, anyone else on this case with, who are not listed in this table.
You have to assume that they are paper.
Still, they are not finding electronically and so you must serve them separately. The system will not serve.
Anyone who is not listed in this table.
Now, once you have access to the case, you will get a submit in your filing button and you can submit the filing.
And, um, even in the filing process, if you come into the filing for select, the type of filing you're trying to make is the motion for reconsideration.
And by type what type of motion this is, and provide any comments that you may wish the judge to see just a tip here, is that.
The 1st, few lines of this comment will be displayed on the judge's screen.
Um, in a special field and, um.
Yeah, he, he will, he'll get a 1st glance, look at the 1st, few lines of this comment. So if there's anything important that you want to alert the judge to make sure to include it as the 1st line of your comments.
The judge can obviously go into the details and see the whole text, but the 1st, few lines will be very clearly visible to the judge, um, on on his screen. So, let's say.
Attach your filing remember, this is a motion that we are submitting.
And, uh, motion, attach filing, you can attach any number of files in this case if you're, uh, let's say you're submitting evidence and you have, um, you know, 10.
Documents from my doctor's office feel free to make 1 filing request.
With all the attachments included in 1.
Finally, in each document.
We are asking that each document be limited to 200 MB, but you can attach many many documents and that's just, um, this restriction is just because of the underlying infrastructure ones, things like, um, you know,
wireless scanning and, um, uploading to a secure location. And all that process can take a little bit of time. So if it's a very large file. file
Your screen will not reflect very quickly and experience is not that pleasant. So, uh, keep your file small, but upload many files. If you need to.
Um, you will see the list of people who are going to be served this case.
And again, these are the parties on the case who have gained access electronically only if any of the solicitors are part of this case, they will also be listed as a, uh.
Office of the solicitor will be emailed if they are active on the case and then click submit to deal.
Okay, so that's how you make a filing, um, if you were using a Dell, if you had set up, um, an account, uh, through the organization and.
And your delegated legal assistance were performing this filing, they would be able to file.
On behalf of the attorney as well on in the same screen, you will be able to select the attorney's name just like you did in the request for access.
You can make filings on multiple cases for multiple attorneys in the same login. As long as.
The legal assistant, and the attorneys are all set up together in 1 organization. So it's very important to understand that.
An organization is for everybody who's involved in that case.
Um, the other attorneys and legal stuff.
Uh, do not set up an organization for each person individually and I say that because some users have misunderstood the concept of organization and delegation.
And they have set up 1 organization per member. So, legal assistant had their own organization. Tony had their own organization.
You cannot group people together if the organizations are separate.
If you end up, if you have ended up in that situation, accidentally or otherwise please reach out to the help desk, and we will consolidate everybody into a common organization and get you going,
it has happened before. So it would just like to throw it out there.
Ah, remember an organization represents your law office, and as long as the attorney sent an s, legal staff.
I thought part of the same grouping, the legal staff can assist the attorneys in filing. They will also be notified when serves the document serves the document on this case.
So here is 1 case decision the legal STA, legal assistant, and the attorney on the service sheet will both receive an email.
Um, from the system that there has been a document, um, let me see if I can find. Here. You, um, that is.
Um, here is a email that, uh, for the notes of appearance that was filed previously. Um, and so you will be notified by the system if you are, uh.
Set up with an account, both the legal assistant and the attorney will be notified.
Um, now, um, before we proceed any further, let me take, uh, show you what the organization dashboard will look like. Now, let's say you have set up an account.
And you ups sorry wrong.
Here, let's say you are in the organization and you have a bunch of cases you can come to the organization.
That part of the dashboard and click on cases to see all the cases that are listed in, um, your, that you're organized your law firm is handling.
And you can see for each case is.
Who the designate to that Tony is and who the delegated members are.
And this is visible to everyone who's part of the organization,
and it's not restricted by login as long as you are all belonging to the same group the organization dashboards are available to everyone. And you can see members you can if you have appeals.
Also, if you deal with the appeals, you can see them as well.
And, um, you can view the members and whoever is part of that appeals as well. So it's a combined view of all your cases. You can search on the cases here directly.
And, um, go to them, and you can also see, uh, details about who submitted this, um, request who filed the appeal, et cetera.
Okay, now that's on the organization front now, let's say you wanted to, uh.
Change your, um.
Your, um, change your email, you can use the, uh, transfer.
Auction on your account, so I'm going to go jump over to my, uh, account here.
Because she's the administrator of the, um.
Organization that we set up as an administrator of the organization, we can, she has the ability to use the transfer function.
So let's say that you're a law office change it's name and or set up a new email address for everyone.
We don't want to lose access to all of the cases that you have established here.
You want to transfer those cases over to the new email account. So, in that case.
Don't you don't need to submit an access request for 50 or 100 cases that you have.
Use the transfer cases functionality and if you belong to an organization as a law firm, you can transfer everything caught blank as a whole to a new set of email addresses.
And the administrator of your organization can do that.
If you don't have an organization set up and you're, you know, just 1 account, and you're handling that, um, filings through that 1 account.
You can do the same thing, because think of it, as you are the administrator of your own account and data. So you can do that. Even if you don't have an organization set up.
It will be available in your account dashboard, but if you are the administrators.
So, you can go into, uh, the admin organization dashboard, and click on the transfer, um, option.
The transfer from and transfer to organizations must be set up ahead of time. And so here, Molly has is part of training organization and you want.
Change it to a new email, you will set up another organization with the new email address that you law firms.
Email change 2 and.
From there you select move everything from here to here.
So everyone who belongs to this organization, the cases, their accounts there, everything will change assets to the new accounts.
Okay, no data will be lost. It is.
Behind the scenes, we are switching the ownership of your data from your previous organization to the new 1.
so it is much simpler and smoother than having than submitting access requests all over again. The only requirement is that you have to set up the new accounts. Ahead of time right?
That makes sense. Right? Because.
The new E mail is going to be your account.
Your new email is going to be tied to your new login dot Gov account. And that is how users are authenticated, and we need to retain that securities.
Requirement once the accounts are set up the new accounts are set up in the new organization is set up.
The administrator can come here and select from it too, and click. Um, it will verify that these accounts existed after verification.
You will get a transfer button, you can click on that button to move your data over.
That's the safest approach. Um.
Let me make sure I have covered all the topics. Okay. So we saw how to access cases. We saw how to delegate access and transfer accounts.
Um, now the other, uh, important.
Common, uh, issue that people run into is.
You forgot your, um, login password or you changed your.
Um, phone, you got a new phone number, and you need to, um, set up a new, um.
A 2 factor authentication mechanism, or.
You just lost access to your phone and you don't have a way to get to, um, your login dot com account. What should you do?
It is II, believe it or not a common problem that happens to people. So I am going to.
Try to get this if you run into an issue.
Um, if you run into an issue with login dot Gov and your phone and to factor.
Don't not to worry what you going to do is delete and recreate your login dot Gov. Account.
And nothing in your E, file dashboard or nothing in your E file system will be lost. Remember what? I said early on the 2 different systems.
2 different agencies he file is under the control of department of labor, its own system all your cases your files are in.
Login dot Gov. Is under GSS control and over there, it's just your user account and password and 2 factor authentication mechanism nothing.
So if you lose the login capability, recreate that and then if I will pick up the new, um.
Uh, new login, um, automatically, so if you run into that issue.
You go to, um, click on.
The count try to, um.
Click on forgot your password.
Enter your, um, remember what it okay.
Oh, sorry that was not.
Logging dot com will send a, um.
Email to verify your email address.
You go back to my email account.
Set your password.
Okay.
If you forgot your password, the standard forgot password options across most of Internet these days, and you can change your password here.
Let's say you, um.
You remember your password, but.
You'd lost access to your 2 factor mechanism. Let's say you lost your phone and.
As, you know, in order to log in to correct that you need a phone, because they're going to send a to.
To factor, um, code to your phone number, right?
You cannot change the phone number without logging in which needs you phone number chicken and egg situation here.
Not to worry what you do is, um, go to choose another authentication method. Remember here, you know, your account, you know, you password, but you can't get to it because the 2 factor is not working.
So you get to this screen and then change, choose another method.
And here, instead of selecting 1 of these, you will see a link called delete in your account.
Click on delete in your account it will warn you and say, uh, are you sure you have no other authentication mechanism?
Do you have another device yadda? Yadda ya? I know. I'm sure I've lost it. Can said yes continue deletion.
They will warn you again. Are you sure.
Yes, continue deletion and then it will send you an email.
To, uh, your, your email again to confirm deletion of the account.
So, going back to the email address, you will see you will get my 1st password change or what good.
Then I'm trying to delete my account and login dot com will make you wait 24 hours before you confirm that you want to delete the account. So.
If you are in a bind and you have a filing due today, and you can't get to your account.
Unfortunately, logging dot Gov does restrict, uh, requires 224 hours to complete the deletion process. So you'll have to wait.
In that situations, please email your filing directly to are the ones if you have more than.
24 hours before the deadline hits, you can get your account set up again, submit for deletion. Now this I'm going to have to wait 24 hours before I can show you what happens.
So I did this yesterday and got a login dot Gov. Um, message set up. So this is a different account that I had set up yesterday. up yesterday
Similar to what we just did.
A day before yesterday, I had, um, submitted a request to delete my account.
And now, after 24 hours log in dot Gov, we'll send you another email that says the 24 hour period is complete.
Do you want to continue with the deletion and with the button? Yes. Continue deleting.
And you can click on that, and it will not.
This is a bit late because I got the setup, but you can see the.
That it will complete the deletion process.
And you can set up a whole new account with the same email address that you want to use in E, file login dot com will literally clear all your data from the existing account.
And you can start a fresh with a clean slate.
New phone, number, new password, everything, new, but the same email address that you will use in. Okay.
And then, um, the login will continue to work all your data in file will remain the same. Nothing will be lost.
For sure nothing will be lost.
So don't worry if you get stuck login on the login process, just go ahead and delete and get yourself set up a fresh in login using the same email address.
The 2 systems are connected using email address.
Okay, um, with that, I would like to maybe we can take a few questions.
Um.
Can I help with, um.
Okay.
All right does anyone if anyone has questions, please feel free to post them and chat.
And we can answer it here.
Okay.
Um, um, I see a question about, um.
A filing that got rejected because of known authorization.
Um, came back rejected due to non authorization.
I wonder if you did not have the right to roll in your notice of appearance when you find your notice of appearance.
That is 1 reason we have seen where oil they might reject reject um, uh, the, um.
Filing, um, you might want to double check what you set up in the, um, role.
They will compare that the attorney, for example, attorney for claimant has filed an appearance in that world.
Before, um, the filing is accepted.
If you have further details about your specific case, please go ahead and submit a support ticket and we will check with the loyalty on that.
Um, for you, um, how long does it take helped to respond to generally? Um.
It depends on, um.
It depends on whether we need to reach out to the agencies.
Stuff like royalty stuff to get an answer to the question.
Most of the time we will respond the same day that we are looking into the ticket and the issue.
Sometimes, for example, um, in the case of.
Where the filing was rejected because the authorization was not correct. I'm just using that.
As an example we have to reach out to the staff at the specific office where the filing was sent to to understand why it was rejected. If the rejection reason was not clear.
Um, and then we have to respond back to you with that answer from loyalty that might take.
A day or so sometimes. Um, so.
Usually, the delays are only if we need to get data from the.
Are the judges, um, if a different attorney steps in for the attorney, whose name was originally on the not notice of appearance what are the steps for this.
The order the 2nd attorney must also file a notice of appearance.
With the on the case, and you can file as the attorney for, um, if you the claim attorney for payment file, the notice with as an attorney for payment.
And, uh, will receive your appearance and add you to the case as an attorney. And that can be any number of attorneys in CO Council on the case. No problem there.
And then you can file on behalf of the attorney if you need.
Are you on behalf of the original attorney, or in your own name?
But the 2nd attorney, the CO council must file and appearance. 1st.
Um, are you, we're supposed to check legal assistant and then tony's name and role in the case yes. Yes. If you are a legal assistant.
Filing on behalf of your attorney, you must select. I am the legal staff.
And then in the drop down, select the attorney who.
You're you're filing on behalf of and the role is the attorney's role.
So, if you are representing the claimant, you would select a Tony for.
If you are representing the employer, select a Tony for employer that's correct.
So, tony's have to file Noah prior to all of us having access.
Um, no, you can file the attorney's notes of appearance on his behalf.
I mean, by, uh, by us, I mean, your legal assistants who are assisting, who are doing the filing for the attorney, right? Um, you can file the notice of appearance for your attorney.
Only after the loss of appearances approved by loyalty, will you have access to the case? That is.
Um, and restrict that is absolutely the, uh, 1st step.
Yes, will bet the people who are requesting access to the cases.
I file for an older attorney who may not be able to set up his own account.
Um, per Department of laborers and all federal systems security policies.
Every user is required to have an account in the system, so if you can assist the attorney to set up an account.
1 time then, um, that will be all he will need to do on the system from then on.
You can, um, create an organization Jill.
Um, add you and the attorney to the organization, and from then on, you can do everything.
But security policies require that the.
Person who you're filing on behalf of needs to be logged in 1 time and set up their account.
Um,
this training session is being recorded, and it will the recording will be available in a few days time. Um, same with the transcript and this chat and I, we will post it in the announcement section. Sure. Yes.
Oh, this 1 update in notice of appearance.
Did you mean that if you meant that your, um.
Notice of appearance had the wrong role.
Let's say you're attorney representing the claimant and you accidentally selected at.
For, um, for, uh.
Employer, you can do too. You can you have 2 options.
Ah, you can submit a withdrawal notice of the drawer directly from the system.
Um, once you go into the case dashboard, you will see a button called representatives notice of withdrawal in that case, uh, you can file that and that will remove you from the case in the current role,
which is the wrong role. You accidentally ended up with.
And then you can file another notice of appearance with the correct floor. That is 1 option.
Then there'll be a record of what why you changed, for example.
Um, if not, you can submit it request to help desk and we help desk can ask oil. J.
To remove you from the case in the old role, and correct your case in the system.
From the back end can do that.
They can change, update your role or correct your role. And there will be a record in the system. Um, for when the, when the does that as well in case you are worried.
And so they can do it from the back end agency side as well. So, depending on what your situation is, you have 2 options, you can initiate that yourself from the case dashboard.
Or you can submit a ticket, and we can request oil to update it from the back end for you.
Uh, this have a certificate of service form? Yes on the main dashboard.
You will see a.
Um, let me see, if I let me log in once more real quick and show you a screen.
So that was on bleeding the chat. So I.
So, um, once you go to the loyalty dashboard.
You will see a button called form templates.
And in here, you have a templates for notice of appearance for attorneys, non attorneys and process. Um, if you want to have a separate notice of appearance sorry.
For consolidated cases, there is another template too. You can download them and, um, submit it as well.
All right, thank you everyone for your attendance and, uh, we will try to respond to any further questions, um,
by email we will review all the questions that we got and respond to you separately by email,
you're out of time and this recording will be available on the public portal on the E file portal in a couple of days time, we will post an announcement. Uh.
Along those lines as well Thank you everyone for your time. And it was a pleasure having you are.