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ServiceBC Registry Team working on Legal Entities
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UI Design - Initial Registration Output + Cover Letter (Staff-Initiated) #12771

Closed mstanton1 closed 1 year ago

mstanton1 commented 2 years ago

Visual Design Comps:

https://www.figma.com/file/B4X4nZs7eMcc2YYs5ot8gD/MHR-Outputs?node-id=128-4883

Staff registration updates Dashboard label/filter text updates


Review and compare new system output to staff registration output (legacy)


AC

GIVEN I am a MH Staff user WHEN I complete an initial Manufactured Home Registration THEN a PDF is generated and can be downloaded from the Registrations table UI AND the PDF includes the cover page with submitting party name and address

AC - on hold until we do the Manufacturer registration flow

~GIVEN I am a MH Manufacturer user~ ~WHEN I complete an initial Manufactured Home Registration~ ~THEN a PDF is generated and can be downloaded from the Registrations table UI~ ~AND the PDF does not include the cover page with submitting party name and address~

Visual Design Comps UI Colour PDFs (Staff):

to come



MHR Cover page measurements and address placement from staff: *Feels like bottom of address should be 71mm" from top of page like PPR not 2 1/2" as noted below

Screen Shot 2022-08-05 at 1.36.56 PM.png

PPR Envelope measurements (for reference): Screen Shot 2022-08-05 at 2.25.04 PM.png


Legacy Staff Sample: https://app.zenhub.com/files/157936592/ab486142-177b-4c55-ac2f-a9dcd5425bc8/download

Design notes: The printed Verification of Service for the new registration and the decal is mailed to the address on output (little envelope holding the decal is stapled to the Verification of Service, it’s folded and stuffed in the envelope with the address in the window) which would be the Submitting Party. No decal/output is mailed to the owner.

For existing registrations yes, the legacy is separated into individual fields including the ones in your screenshot. With new registrations, the LTSA legal description can be parsed into all fields except for meridian and partof, both of which seem to be abbreviations of the legal description. The database size for meridian is 3 characters, for partof it is 10.

Reprint example output for dashboard - https://zh-file.s3.amazonaws.com/157936592/642fe4ca-f245-4247-9ddb-0cb337d80751?Expires=1662676605&AWSAccessKeyId=AKIAI5X57DET3FHKSALA&Signature=p1g1XyrPFS4UfdLk2FpCfSEdUkQ%3D

Related Ticket:

Registration PDF Reprint Output

tlebedovich commented 2 years ago

@mstanton1 @PatrickAHeath @forgeuxGH5 - missing requirement information:

Questions: 1) Are we creating two versions - a) the standard full colour version without the mailing address information/cover page that appears as a PDF download in the UI tables AND b) a black and white only version with the mailing address cover page just for printing and mailing. Debbie to provide sample of a reprint to determine if it includes signature block.

2) Are we ok to have a separate cover page with mailing address like we do for the BC Mail print/mail versions of the PPR registrations - If so, can we use the same cover letter address template that is used for PPR? Does the address need to be in the same location on the page as the PPR cover page? Yes, the cover page for PPR is ideal. Same placement for address.

3) Does the Attn Ref# need to show in the envelope address window as well? No

4) Do we need to include the address information/phone/fax on the cover letter? Retain location with mailing address from the top, but move to the bottom like Sole Proprietorship outputs. Do not keep the phone/fax in that section. At the bottom name of examiner, phone and fax are currently included. Update phone number to general toll free 1-877-526-1526 and remove fax

5) Are we keeping the title "Verification of Service Manufactured Home Registry" - Or will it be simply "Manufactured Home Registration". Retain Verification of Service Manufactured Home Registry

6) Please provide examples of registration outputs for a Joint Tenancy and also a Tenants in Common - Debbie will provide

7) Where will staff get the printable/mailable versions from if not from the UI table? Currently staff reprint the initial registration and it is picked up by a job and prints on the printer during the next run. A preference would be to be able to reprint and have that automatically print rather than as part of a job

Screen Shot 2022-07-12 at 12.23.02 PM.png

mstanton1 commented 2 years ago

Samples Requested as per above:

1) Reprint: Copied and pasted in new ticket for initial registration reprint https://app.zenhub.com/workspaces/design-team-space-6144b1bb15dbac0013e68828/issues/bcgov/entity/12953

2) Tenants in Common [https://app.zenhub.com/files/157936592/787c9614-13a2-421b-905e-5264fd15d157/download] (https://app.zenhub.com/files/157936592/787c9614-13a2-421b-905e-5264fd15d157/download)

3) Joint Tenancy Output https://app.zenhub.com/files/157936592/d2d218e6-0330-400b-91fa-0e9b058f121e/download

tlebedovich commented 2 years ago

from Patrick: The Document ID is the bar code number that is affixed to the paper document staff receive from the client. In the videos, it’s the first 8 digit number that I entered on the first screen. As long as we’re using the MHR legacy database, we’ll have to continue to use it.

Document Type for Initial Registration is 101. There is a list of valid document types for all the activities that staff perform in the green screens.

Document Registration Number would be the registration number for the activity, similar to how each amendment, discharge or renewal in PPR is assigned a Registration Number.

The MHR Registration Date and Time would be for the initial registration of the home. Document Registration Date and Time would be for the activity of that registration activity.

RFK250 commented 2 years ago

@tlebedovich Are there any blockers left on this design? Was it just the "verification of service" / "verification of registration statement" issue?

tlebedovich commented 2 years ago

@RFK250 - it's on my to do list this week to complete the work based on what we know. Still some questions about how to display Tenancy and location types but I can layout what we know to-date for review with staff. will ping when its ready for grooming/staff review.

RFK250 commented 2 years ago

Great, thank you! :)

tlebedovich commented 2 years ago

ready for review. open questions:

RFK250 commented 2 years ago

Thanks @tlebedovich ! Thinking out loud a bit here knowing that my goal next sprint is to be able to do the complete process start to finish for staff processing a non-agent application for a TBD location type:

tlebedovich commented 2 years ago

@RFK250 - We don't really need the new Submitting Party header on the cover letter anymore in my designs anymore, because we are including submitting party again at the end of the registration so I will remove it. We can decide where best to put the Attn/Ref number (its a separate item from submitting party mailing address)

Regarding address placement - I had sent an email to @PatrickAHeath requesting photos from staff of a sample envelope and registration print out with measurements so we can test out where to place the mailing address. Waiting to hear back.

Screen Shot 2022-08-04 at 4 34 46 PM

RFK250 commented 2 years ago

@tlebedovich Okay, great, let's take submitting party out and keep Attn/Ref: in then. :)

tlebedovich commented 1 year ago

@mstanton1 - we can do the Manufacturer version once we do the Manufacturer UI version