flexion / ef-cms

An Electronic Filing / Case Management System.
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Minute Sheet Entry Form #10163

Open cholly75 opened 9 months ago

cholly75 commented 9 months ago

As a trial clerk, so that I can easily document the occurrences that happen at trial, I need to be able to enter minute sheet information directly into DAWSON and have it generate a document to be docketed.

During a trial session, trial clerks will enter "minute sheets" (attached) for a case that document various aspects of the case and proceedings during the session. Currently, the trial clerks are filling out PDF forms, uploading them, and then sending them to Docket for addition to the docket record.

Given that much of the information on these forms is already attached to the case and trial session in DAWSON, and to streamline the process for the Court, we would like a way for trial clerks to enter the necessary information directly into DAWSON and have DAWSON generate a PDF form for eventual docketing.

Pre-Conditions

Acceptance Criteria

Notes

Tasks

Test Cases

Story Definition of Ready (Created on 9/26/21)

The following criteria must be met in order for the user story to be picked up by the Flexion development team. The user story must:

Process: Flexion developers and designers will test if the story meets acceptance criteria and test cases in Flexion dev and staging environments (“standard testing”). If additional acceptance criteria or testing scenarios are discovered while the story is in progress, a new story should be created, added to the backlog and prioritized by the product owner.

Definition of Done (Updated 5-19-22)

Product Owner

UX

Engineering

swongCO commented 3 months ago

UX Notes Overview of minute sheet flow. See Figma page for details.

Flow starts on Session Info or Session Copy page with a new link:

Session info - minutes link.png

New minutes page:

Minutes page - accordions collapsed.png

New form for each case:

Minutes page - accordion open.png

Generated PDF of minutes:

PDF - pg1.png PDF - pg2.png

Edit flow of minutes after a session/case is closed:

Case history - edit minutes.png

Docket QC of minutes will need to be considered:

Docket QC flow 1.png Docket QC flow 2.png