How To: Manage Key Personnel

Key legal staff in the Provider firm are given Key Personnel profiles to identify the areas of law in which they specialise. Orders issued to the Provider firm have to be associated to a Key Person to ensure that the required level of expertise is being brought to the management of the matter.

Before you begin:

• The person must be added as an LPG User, but does not need an LPG User Profile (no LPG roles need to be assigned).
• When a Key Person is leaving or no longer in the role, it’s important to reassign any tasks or Orders to a new Key Person before deactivating their account.

In order for a person to be associated to LPG orders as the Key Person, the following tasks need to be performed:

• Create the User: The System Administrator adds the person to the LPG system as a user.
• Define the Key Person: The Admin marks the person as a Key Person, lists their areas of expertise, and uploads their CV and photo.
• CSP Approval: The CSP must approve the Key Person before the Key Person can be linked to Orders.

Note:

• Once approved, the Key Person can be assigned to Orders only in their approved areas of law. There's no notification if the approval is accepted or rejected.
• The System Administrator should periodically review and update the Key Person's details, including their specialty areas, CV, and photo.

Steps:

1. Select Users from the LPG menu

2. From the drop-down, choose Find Users.

The User List screen appears.

3. Using the search options available on the table headers, search for a user (e.g. Username, Email or Name) you would like to edit. 

• The list of Users matching the search criteria is displayed.

4. Click Edit. The Manage User screen will appear.

5. Head to the Key Personnel tab and activate the switch.

6. Fill in the Gender, Start Date with Firm/Admitted to Bar.

7. To add Areas of Law to the User’s specialty list, click the check boxes.

8. Scroll to the bottom of the Edit user screen and click Update.

Optional: If the user's CV or photo hasn't been provided to the CSP, you can add this VIA the LPG.

1. Click on the Documents tab.

2. To upload a new document, select the type (CV or Photo) from the dropdown menu.

3. Click Choose and select the document to upload. The selected file name will show next to the button.

4. Click Add Document to upload.

Tips:

• If documents (CVs or photos) are already uploaded, they will be listed.
  Click "View" to open the document or "Download" to save a copy.
• If no documents have been uploaded yet, you’ll see a “no documents” message.
• To see older versions of a document, click the arrow icon next to a document name to see older versions. Version 1 is the first upload, and each new upload increases the version number. (View or Download any older versions if needed).
• Click the arrow icon and press to find the Delete button. A note will be added to the system saying it was deleted.