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Saving, Printing & Sending a Claim

Saving the claim

Once all the details have been added press the Save icon in the top right hand corner (as shown)

Save

If you don’t have all the information necessary to complete the CNF, press the Save function to retain the details entered and return to the claim later on

Printing a draft claim

You can print off a draft CNF, once mandatory data has been entered. 

If insufficient details have been entered, error messages will tell you which fields must be entered in order for a draft to be printed.

Printing a CNF draft

Select the Print CNF draft button (as shown), which is located at the foot of the page. The document will then go into the section created called Printable documents, which is located at the top right of the page.

printable documents 2

In the example above the number (2) indicates how many documents are available to print in this section. Once you click the icon you will then see the screen below - click the document you wish to print.

Printable documents list

For EL/PL claims where the Compensator is not known, a draft CNF can be printed and posted to the defendant.  The claim will remain in the portal.  Once the defendant has responded, you can select the Compensator and send the CNF.

Submitting a claim

Once you've completed all the fields, click Send. If mandatory fields have not been completed the system will highlight these in red and you will need to be complete these fields in order to send the claim. Check each of the tabs to find the missing fields.

Notification date

For EL / PL claims when you press the send button a notification screen (as below) will appear.

 Notification date

The protocol allows you, under certain circumstances, to send a draft CNF to the defendant by post.  Once you have the missing information, you can update the CNF and send it in the portal.  At this point, the Notification date can be overridden.  The Notification date should be entered as the date the draft CNF was posted.  Validation rules are in place to minimise the risk of inappropriate Notification dates.  The oldest possible date that is allowed is 29 working days in the past. Please refer back to section 6.10 of the Pre-Action Protocol for Low Value Personal Injury (Employers’ Liability and Public Liability) Claims

For RTA claims, the Notification date will automatically be set to the day you send the CNF and cannot be amended.

Download and printing 

After sending a CNF you will be presented with the screen below:

Continue

Select 'Printable documents' to download, save and print the PDF versions of the CNF and the Defendant-only CNF using the function Printable Documents.

Then click Continue which will re-display your worklist with the notifications as shown below.  Areas highlighted in green refer to the Compensator User profiles that can respond to your claim.

Printing a claim once submitted

Once a claim has been ‘sent’ in order to find and print it you will need to search for it by taking the following steps:

  • Click on the search tab
  • Type the claim number in ‘Application ID’ tab as seen below – then select the ‘search’ button

Search application

The result will then generate a read only view as seen above

The arrow in the image above highlights the ‘printable documents’ icon, which you will need to select.

Printable Documents

This will lead you to the following page as seen below.

printable documents

Top tip: It is important that you print and/or download the documents as the claim progresses.  Once the claim has ended in the Portal, it will be removed after a period (currently 30 days), and the documents will no longer be available to you.

 

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