- Edits can be made to Petition metadata anytime before it is served
- On click of Edit link, navigate to Petition QC form with selected tab open
Viewing Attached Documents
- On click of Attached PDFs on Review and Serve Petition screen, app displays the PDF Preview modal
- On click of the Document link for documents other than the Petition on the docket record, app navigates to the Document Detail screen for the selected document
- on click of the Petition link from the Docket Record, app navigates to Review Petition screen
On click:
- App navigates to My Document QC > Inbox with success message displayed: "Petition saved for later service."
- Petition remains in My Document QC > In Progress box and Section Document QC > In Progress box
- On click, confirmation modal displays
On click of Yes, Serve (electronic petitions)
- All attached documents (except STIN) are entered as served on Docket Record
- Served column = current date
- Parties column = "R"
- Petition is appears in My Document QC > Served and Section Document QC > Served for 7 days
- On Document Detail for all attached documents (except STIN), display:
- QC completed on [date served] by [user name who served]
- Served [date served]
- Petition Receipt PDF is generated
- App navigates to My Petition QC > Inbox with success message displayed
- IRS superuser receives electronic service
On click of Yes, Serve (paper petitions)
- All attached documents (except STIN) are entered as served on Docket Record
- Served column = current date
- Parties column = "R"
- Petition is appears in My Document QC > Served and Section Document QC > Served for 7 days
- On Document Detail for all attached documents (except STIN), display:
- QC completed on [date served] by [user name who served]
- Served [date served]
- Petition Receipt PDF is generated
- App Navigates to "Print PaperPetition Receipt" screen
- IRS superuser receives electronic service
- displays the petition receipt for the paper case with Address label cover sheet
- On click of Done, app navigates to My Petition QC > Inbox with success message displayed