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DocketDocumentQC.md

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Docket Document QC

Inbox and Assignment

  • All new external filings after the Petition is served to IRS appear in the Docket Section Document QC as unassigned
  • Document gets assigned to clerk, shows up in clerk’s Inbox and in Section Inbox as assigned to clerk
  • Total documents in Inbox is displayed in inbox tab label: “Inbox (#)”
  • Documents in Inbox are sorted oldest to newest by Received date

High Priority QC Items

  • High priority document QC items are indicated with a red exclamation icon and sorted at the top of the inbox
  • Any document filed in a case that is calendared for trial, hearing, pretrial conference or oral status reports should automatically be tagged as high-priority. The high-priority items should be further prioritized by trial/hearing date. Closest trial/hearing date first then second closest etc.

In-Progress

  • Total messages in Inbox is displayed in inbox tab label: “In Progress (#)”
  • Paper filing entries saved to the Docket Record but not served appear in the In Progress tab until they are served
  • Court-issued entries saved to the Docket Record but not served appear in the In Progress tab until they are served
  • Documents in In Progress are sorted oldest to newest by Received date

Processed

  • External filings that have been "completed" appear in the Processed tab
  • Paper-filings and court-issued document that have been served appear in the Processed tab
  • Documents are saved in the Processed tab for 7 days
  • Documents in Processed are sorted newest to oldest by Processed date

QC Icons

  • If High Priority - Red exclamation point (could be shown in Inbox or Processed tab)
  • If High Priority and Unread - Red exclamation point and bold
  • If Unassigned - Yellow question mark

Docket Section Document QC - View for Other Court Users

  • Docket Section Document QC inbox is visible to all court users except the Petitions Section. Court users outside of the Docket section see a variation of the Docket Document QC inbox