SPS Online Agent Presentation

1. SPS Online Agent Presentation

2. From the Whole Farm Approach website select RPA Online from the top menu or Learn More from the New Users section

3. As a registered and enrolled user select ‘Continue’ from this page. If you have not yet registered and/or enrolled as an Agent you need to do so via the Government Gateway before you can access the service.

4. Enter your Government Gateway User ID and password and click ‘Login’

5. The first time you access SPS Online you will be asked to confirm your contact details. If correct simply select ‘Confirm Correct’. To make amendments click ‘Update’ Hide this information Hide this information Hide this information Hide this information Hide this information

6. You can update the amendable fields. Please make sure that all fields marked * are completed. Once you have made the required changes click ‘Submit’

7. You will then see a summary of your details including the date and time they were updated. We recommend that you save or print this page for your records. Then click ‘Continue’ Any changes made will be visible within 15 working days.

8. You can use the ‘Manage SBI Links’ functionality from the left hand menu. This enables you to add or remove links between your agent PI and any SBIs you have been authorised to handle via the Government Gateway.

9. From this screen you can sort and search the list of your clients. You can also choose to link a new SBI or remove an existing link.

10. Once you have chosen to ‘Add new link’ you need to enter the SBI and PIN number for that client, then click ‘Submit’.

11. You will then receive confirmation that you have successfully linked the SBI.

12. If you choose to remove a link to an SBI, you will be provided with details of that SBI and asked to confirm that you want to remove the link.

13. You will then receive confirmation that you have successfully removed the link to that SBI.

14. From the ‘Your Details’ screen you will still be able to make changes to your contact details at any time by selecting the ‘Update Your Details’ link. Choose the service you require by selecting the relevant service button or Agent SBI List link on the left hand menu.

15. The next section of slides show the agent screens for the ‘Make a Claim’ Service

16. You will be presented with the Agent SBI List for the ‘Make a Claim’ service. • From this screen you can: • Search by SBI or business name • View ‘not started’, ‘in progress’, or ‘submitted’ claims by selecting the relevant tabs.

17. Example of ‘Not Started’ tab These are only for claims submitted electronically.

18. Example of ‘In Progress’ tab These are only for claims submitted electronically. Hide this information Hide this information Hide this information

19. After selecting an SBI you will be taken to the ‘Make a Claim’ screens for that SBI. You can choose to view previously submitted electronic claims and/or choose to start a new claim for this SBI.

20. When completing the claim you can choose to go to the first section or work through the claim in any order by selecting from the Section Overview. Please note that the ‘How to use’ guides for each section are also located in the Section Overview.

21. The Field Data Section is first split by CPH. You can add a new CPH from this screen and view field data within it.

22. After selecting a CPH you can view the land parcel list. From this section you can add and delete parcels. To amend details of an existing land parcel including splitting or merging fields click to ‘view’ the parcel in question.

23. To amend details of a land parcel click ‘edit’. To add part fields, merge part fields or split a part field click the relevant button.

24. When selecting to edit a parcel only amendable fields can be altered. The land use codes are provided in a drop down list so only valid codes can be selected. Once complete click ‘Apply these changes’

25. The Common land grazing rights section is updated in the same way as the field data section

26. The Cross compliance section is split over 2 sections and is a series of questions with drop down boxes to be completed.

27. The Additional information section is also split over 2 sections and is a series of questions with drop down and free text boxes to be completed. You can choose to save at any point; clicking ‘Next Section’ will also automatically save any changes made.

28. The Area Summary shows the total area summary split by English Area. This is for information only and can be printed for your records.

29. The Entitlements section provides a summary of the entitlements for the current claim. This is for information only and the information displayed is a snapshot of data from a particular date. Transfers made after that date will not be shown.

30. You can view a PDF format of the claim by clicking on click here. Once you are ready to submit your claim select ‘Check and Submit’.

31. A first level of validation is completed against the claim and any errors will be highlighted. By clicking ‘Fix errors’ you will be taken to the relevant section and details of the error will be highlighted. You cannot submit a claim with errors.

32. You will be prompted to check the details you are providing are correct. Once this is done click ‘Continue Check and Submit’

33. To submit the claim you must read through the declarations and responsibilities section and tick the box to confirm you have done this, then click ‘Submit’. Electronically submitted claims will be deemed to have been signed by completing this section.

34. You should see this screen for a few seconds while the claim is being submitted.

35. Once the claim is submitted you will see the Submission Receipt. This shows the date and time of submission and can be printed or saved for your own records.

36. From the Your Claim History section you will be able to see the submission date and time for the submitted claim. To view the claim in PDF format click ‘view’

37. This is an example of page 1 of the PDF claim. This can be printed or saved for your records. Please note that you cannot submit a PDF version as a claim – it would be rejected by RPA.

38. The next section of slides show the agent screens for the ‘Track Claims’ Service

39. You will be presented with the Agent SBI List for the ‘Track Claims’ service. • From this screen you can: • Search by SBI or business name • View All Claims, Claims with Actions, as well as a summary for the current and previous scheme years by selecting the relevant tabs. The presence of a yellow triangle indicates the claim requires information from the customer to help progress it. The number in brackets indicates how many outstanding actions require information from the customer.

40. Example of the ‘Claims with Actions’ tab

41. Example of the ‘Summary 2010’ tab

42. Example of the ‘Summary 2009’ tab

43. After selecting an SBI you will be taken to the ‘Track Claims’ screens for that SBI. There will always be a tab for the current scheme year, and any other years where the claim has not yet reached a completed status. Claims from previous scheme years that are complete will be contained on a ‘Completed Claims’ tab. Example where no claim has yet been received for this scheme year

44. Regardless of the status of the claim, the screen will contain guidance text to help explain the status you. Example of a claim which has been received, but has not yet progressed any further.

45. Example of a claim which is ‘Undergoing Eligibility Checks’ and has Outstanding Customer Actions that require information from your client. You can provide the information required via e-mail by selecting the ‘Respond to RPA’ link. Once you have responded this will be indicated below the link.

46. After selecting the ‘Respond to RPA’ link you will be presented with this page. • From here you can: • Provide a different e-mail address for us to contact you on regarding your response. • Provide us with the required information by completing the free text ‘Your Comments’ box and clicking ‘Submit’.

47. Following submission of your response you will see this confirmation screen, which you can print for your records.

48. Example of a claim which is ‘Undergoing Validation’ and has Outstanding Customer Actions that require information from your client. If you applied electronically, to help you provide the information required you can view your submitted claim(s) in PDF format using the ‘View Claim Year Submissions’ button.

49. Example of a claim which is ‘Undergoing Validation’ but that has no Outstanding Customer Actions at present.

50. Example of a claim which has completed all the necessary checks and is ‘Ready to be Paid’.