Who:	Contract Administrator
Why:	When a Provider firm submits a new Key Person or modifies an existing Key Person’s Areas of Law, the LPG Contract Administrator must approve or reject the Key Person for each specified Area of Law. Once approved, the Key Person can be assigned to Engagements for the approved Areas of Law.

Procedure

1. On the LPG menu, select Users > Key Personnel.

The Key Personnel screen appears with Key Personnel from all Providers listed.

N1 - Use the page buttons to navigate the list of Key Personnel.

2. To filter the list, enter search criteria as required then press ENTER on the keyboard.

The Key Personnel list is filtered to only show persons matching the search filters.

N2 - In the example shown below the filters were set to find persons with “john” in their name from “My Law Firm”.

3. Click Edit next to the Key Person to review their specified Areas of Law.

The Key Personnel Approval screen appears. The upper section displays the Key Person’s details.

NOTE: Take note of the number of Areas of Law specified for this person (N3) and the number of pages over which the list expands (N4). Each page must be checked to review all the Areas of Law specified for this person.

4. Click Yes or No to approve or reject the Key Person for each specified Area of Law. 

NOTE: The Key Person can only be assigned to Engagement Orders involving Areas of Law for which they have been approved.

5. To approve all Areas of Law specified for this person, instead of clicking all the Yes buttons for each line, click the Approve All button.

6. To reject all Areas of Law specified for this person, instead of clicking all the No buttons for each line, click the Reject All button. 

7. If any Areas of Law have been rejected, it is advisable to enter a Reason. A reason can be entered against each line for each rejected Area of Law or a single reason can be applied if you choose to Reject All.

8. Click the Save button.

The display returns to the Key Personnel screen.

NOTE: There is no automated notification to the Provider regarding the approval or rejection of Key Personnel.

 

NOTE: The periodic review of Provider Key Personnel typically includes review of CVs. See user guide View Key Personnel CVs for details.