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Filing and Reporting

Knowing what to file and report during a placement

Beginning of the Placement (Filed within 10 business days of the start)

  1. Sign the Articles of Clerkship
  2. File the Experiential Training Plan
Please note, if you have previously files a Training Plan, you will not be required to refile.

End of the Placement (Filed within 10 business days of the end*)

  1. Sign the Certificate of Service
  2. Complete the Record of Experiential Training

The record is composed of two reports:

  1. Report on Experiential Training Competencies
  2. Report on Performance Appraisal Competencies

*All documents are to be filed within ten business days of the end of the placement for the candidate to receive Articling credit, unless the candidate wishes to attend the June Call. The filing deadline for the June Call is the first business day in April of every year. Not filing on time could result in late penalty fees.

Experiential Training Plan 

If you have previously filed an Experiential Training Plan using the Articling Reporting Tool, you will not need to file one again. Plans are unique to the principal’s account and will be available to all future candidates upon approval of their clerkship. If there are any changes, please contact the Law Society’s Articling office.

Purpose: To ensure the articling placements will provide the required training. Preparation of the training plan will help promote a level of consistency in the application of skills and competencies across placements.
 
When: The experiential training plan must be filed within 10 business days of the start of a placement.
 
How to File:  

  1. Review the “Experiential Training Competencies.”
  2. Log in to the Articling Program Reporting Tool
  3. On the left hand side, you will see “Training Plan.” Click on this tab.
  4. Complete the plan.
  5. Click “Preview and File with the Law Society” to submit.

Record of Experiential Training & Performance Appraisal Competencies

It is recommended that the Record of Experiential Training (RET) is reviewed early in the articling placement so that both the Principal and candidate have a good understanding of the reporting requirements at the outset.

Purpose: The RET is used to report the candidate’s experience during the placement as it relates to the experiential training competencies. The Performance Appraisal Competencies assess the performance of the candidate in each of the five required tasks. 
 
When: Within ten business days of the end. If the candidate wishes to attend the June Call to the Bar, the report on experiential training competencies and Performance Appraisal Competencies must be filed by the first business day in April. 

How to File:
  1. Log in to the Articling Program Reporting Tool.
  2. On the left hand side you will see “Record of Experiential Training.” Click on this tab.
  3. You will see your candidate’s name in a table with two manage buttons for each report.
  4. Click “Manage” to complete each report.
  5. Click “Preview and File with the Law Society” to submit.