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Docket-Document-QC-Process.md

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Edits to Document During QC

Filing Status

  • If clerk edits filing status (Lodged vs. Filed), a new cover sheet will be generated with updated information

Document Type

  • If clerk edits document type, a new cover sheet will be generated with updated information and a Notice of Docket Change is added to the Docket Record

Additional Info Line 1

  • If clerk adds to this field and checks "Add to Cover sheet", a new cover sheet will be generated with updated information
  • If added, a Notice of Docket Change is added to the Docket Record
  • text entered in this field is added to the docket entry for this document

Additional Info Line 2

  • text entered in this field is added to the docket entry for this document only, and will never be added to the cover sheet

Inclusions

  • If "Attachments" is edited during QC, a new coversheet is generated and Notice of Docket Change is added to the Docket Record
  • If Certificate of Service is edited during QC, a new coversheet is generated and Notice of Docket Change is added to the Docket Record

Filing Party

  • If edited during QC (including adding an Other Filing Party), a Notice of Docket Change is added to the Docket Record
  • On click of “Other” checkbox, the “Other Filing Party Name” field displays Other Filing Party Name

Track Document

  • If checked, the document will be added to the Pending Report and remains there until manually removed
  • Checkbox is hidden for all Motions and Applications, Order to Show Cause, Proposed Stipulated Decision and they are automatically added to the Pending Report

In Progress QC

  • If Clerk performs QC action but does not complete/save, document is moved to In progress tab
  • In Progress documents display as needing QC on Docket Record (bold with star icon)

Completing QC

  • Clerk performs QC action and completes, document is moved to Processed tab (Document can stay in Processed tab for 7 days)
  • Once a Document has been Qc’d the docket clerk’s name and date the document was QC’d will display on the document info page.

On Complete

  • User is navigated back to My Document QC > Inbox with success message displayed

On Complete and Send Message

  • Create a Message modal displays
  • QC'd Document Title populates as message Subject line but is editable
  • QC'd document is automatically attached to the message; user can attach up to 4 more documents
  • When message is sent, the user navigates back to My Document QC > Inbox with success message displayed