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Financial Benchmarking Survey: Questionnaire User Guide
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Financial Benchmarking Survey: Questionnaire User Guide · Financial Benchmarking Survey: Questionnaire User Guide . [email protected] 2 Contents ... In the below

Aug 02, 2020

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Page 1: Financial Benchmarking Survey: Questionnaire User Guide · Financial Benchmarking Survey: Questionnaire User Guide . lawscot.benchmarking@tribalgroup.com 2 Contents ... In the below

Financial Benchmarking Survey:

Questionnaire User Guide

Page 2: Financial Benchmarking Survey: Questionnaire User Guide · Financial Benchmarking Survey: Questionnaire User Guide . lawscot.benchmarking@tribalgroup.com 2 Contents ... In the below

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Contents 1. Welcome ......................................................................................................................................... 3

2. Registration and Homepage ........................................................................................................... 4

3. Sections ........................................................................................................................................... 7

4. Completing the Questionnaire ........................................................................................................ 8

5. Validation and Help ....................................................................................................................... 14

6. Submitting the Questionnaire....................................................................................................... 17

7. Giving us Feedback........................................................................................................................ 19

8. Further Help .................................................................................................................................. 20

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1. Welcome

Welcome to the Law Society of Scotland’s financial benchmarking survey.

This is the third year of the Society's new financial benchmarking survey (previously cost of

time), following the 2017 appointment of leading technology systems and services provider,

Tribal.

Tribal has developed a free, online financial benchmarking tool in conjunction with the Society

which will allow our members to complete a secure and confidential online questionnaire.

The system will offer interactive online reporting on the findings to help solicitors assess their

own firm’s financial health year on year, and its performance analysis means firms can

compare how they have performed in the wider market.

This user guide is designed to help users complete the online questionnaire.

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2. Registration and Homepage

If you took part in the 2017 or 2018 financial benchmarking survey, your login credentials

remain the same. Please skip to page five for further help. If you have forgotten your login

credentials please see page six.

If you did NOT participate in previous years, your invitation email from Tribal will link to the

questionnaire registration page. If you have misplaced your invitation email please contact

[email protected]

To register, enter your email address – (the field will be prepopulated with the address to

which the registration email was sent) and enter a password of your choice. Your password

must contain one uppercase character, one lowercase character, one number, and be a

minimum of six characters long.

Once you have created your password, you will be prompted to begin the questionnaire by

clicking “Questions” in the left-hand navigation pane. You will be asked to log in to the

questionnaire again.

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To log in to the questionnaire at any point (for example if you have taken a break from the

questionnaire and need to log in again), click “Questions” on the homepage

www.services.tribalgroup.com/apps/lssquestionnaire/questions to be taken to the login

screen.

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If you forget your password or login details please click “Forgotten Password” to reset it.

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3. Sections

The questionnaire is divided into six sections, which are best completed in numerical order.

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4. Completing the Questionnaire

Completion of the questionnaire is designed to be as easy as possible. Input your answers and

click “Complete Section” at the bottom of the screen to proceed to the next section or

highlight any errors.

You can save progress at any time by clicking “Save Progress”. After you have clicked “Save

Progress” you can log out, and log back in later to complete the rest of the survey.

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When you have completed all questions in a section, click “Complete Section” at the bottom

of the screen to proceed to the next section or highlight any errors.

In the below screenshot, two fields, which were left blank, have been highlighted as errors.

Correct any errors (click the “i” buttons to access help for each question).

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To give a greater proportion of the screen to the questionnaire itself, click the arrow at the

bottom left of the screen to hide or reveal the left hand navigation buttons.

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You can move easily between sections using the “Previous Section” and “Next Section”

buttons, or the number icons at the top of the screen.

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5. Validation and Help

Throughout the questionnaire, help and guidance is available for each question by clicking

the “i” button.

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For some questions, for example those asking for a breakdown of expenditure or income, the

survey will automatically check that the breakdown of expenditure or income matches the

total. If there is no match a warning message will appear.

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Submitting the Questionnaire

As you complete a section the number icon for that section will be replaced by a tick.

When you have completed all sections you will see the following screen, with a summary of

your answers. Click “Submit” or choose to “Edit Questionnaire”. Once you have submitted

your survey answers you will no longer be able to edit them, but you may still log in to view

and print your submission.

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6. Giving us Feedback

We welcome your feedback on the survey and the user experience, including any ideas you

have for future improvements. Please add any feedback to the optional feedback section that

is made available after submitting the online questionnaire, or email

[email protected]

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7. Further Help

For further help please email [email protected]