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Review-and-Serve-Petition.md

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Review and Serve Petition

  • Edits can be made to Petition metadata anytime before it is served

Editing Petition

  • 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

Save for Later

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

Serve to IRS button

  • 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

Print Paper Petition Receipt

  • 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