Initiate Summons for Oral Examination (SOE)

Part of

Work with existing Civil cases

This Quick Reference Guide shows how to initiate a Summons for an Oral Examination.

 

Note: References to submission on CMS Portal, and in related documentation, refers to process of electronically filing a document through portal and should not be confused with other definitions related to submission in a legal context.

 

1. Log in to Portal. Home screen displays.

2. Click:  File on One of My Cases. Search Case screen displays.

 

Note:

• List of cases that have permitted access displays at bottom of screen. If relevant case is visible in list, click Case Number to access or a link in Action column to file on case
• This page enables to search by numerous filters
• If viewing is denied, requesting access to case is required

 

See Quick Reference Guide:  Request access to a case

 

3. In Action column for relevant case, click File a Subcase link. Add Subcase screen displays.

4. Complete required panels and fields.

 

Note: Information typed into following fields is used to create Summons for oral examination subcase.

 

Panel:  My Reference

Type reference name or number to identify filing.

 

Panel:  Subcase Type

• Type:  Summons
• Select:  Summons for Oral Examination

 

Panel:  Subcase Initiating Document

• Code/Name: -

 

Panel:  Additional Information

• Amount awarded on claim: Type total amount owed by judgment debtor.
• Costs ordered: Type awarded costs amount if relevant.
• Interest: Type interest amount charged if relevant.
• Amount paid since order made: Type amount paid since order was made.
• Professional Costs: Type Professional Costs.
• Filing fee: Type Filing fee.
• Service fee: Type Service fee.
• Conduct money: Type amount.
• Other amount: Type any other fees. If no other amount claimed, enter $0.00 in field.
• Provide details of other amount: Type details of fees associated to other amount, if required.

 

Panel:  Interest

• Manual interest calculation required: Select Yes or No. If Yes is selected, a percentage amount field displays.
• From: Select interest period start date using the calendar icon.
• To: Select interest period end date using the calendar icon.
• Principal Amount $: Type amount.
• Interest Total: -

 

Panel:  Additional Panels

• Filed By: Select party.
• Representation: Select filing party's legal representation if applicable.
• Filed Against: Select party. If lodging an SOE against a corporation, an appropriate officer of corporation must be added via Add Filed Against
• Address Details: Select address type.
• Physical Address: Type address into search field and select correct option from auto-results. Address MUST be where Judgment debtor resides.
• Related Orders: Select related order.
• Fee Waiver: Change to Yes if party applying for fee waiver.

 

5. Click:  Proceed. My Account screen displays.

6. To submit payment, tick box next to Item No. and click:  $ Submit Payment. Process Payment screen displays.

7. In Payment Options panel, select payment method and click:  Continue. Confirmation of Filing screen displays.

 

Note:

• Summons for Oral Examination are automatically issued in certain circumstances.
• Acknowledgment for filing email is sent to CMS Portal user when document is filed
• An additional email is sent once filing is reviewed by registry staff

 

8. Click:  My Account. My Account screen displays indicating pending review, accepted, or rejected.