Closed JessicaMarine closed 5 years ago
Here are the lists of trial cities that should be available for both small and regular cases:
Trial Cities for Regular Tax Cases.xlsx Trial Cities for Small Tax Cases.xlsx
@sadlerw Here is the list of Case Types:
Deficiency--Notice of Deficiency CDP (Lien/Levy)--Notice of Determination Concerning Collection Action Innocent Spouse--Notice of Determination Concerning Relief From Joint and Several Liability Under Section 6015 Readjustment of Partnership Items Code Section 6226 Adjustment of Partnership Items Code Section 6228 Partnership Action Under BBA Section 1101 Whistleblower--Notice of Determination Under Section 7623 Concerning Whistleblower Action Worker Classification--Notice of Determination of Worker Classification Declaratory Judgment (Retirement Plan) Declaratory Judgment (Exempt Organization) Passport --Notice of Certification of Your Seriously Delinquent Federal Tax Debt to the Department of State Interest Abatement--Notice of Final Determination for Full or Partial Disallowance of Interest Abatement Claim (or Failure of IRS to Make Final Determination Within 180 Days After Claim for Abatement)
@JessicaMarine @uxforgood @sadlerw @dubharmonic Form designs:
When taxpayer logs into their account, the dashboard is displayed. On click of Start a Case button, the Start a Case form will open.
Start a Case Form Notes:
USTC Form 2 links to https://www.ustaxcourt.gov/forms/Petition_Simplified_Form_2.pdf
Tax Court Rules of Practice and Procedure links to https://www.ustaxcourt.gov/rules.htm
All displayed fields are required
Did you receive a notice from the IRS field- will eventually be a Yes/No radio set but for this story will only include Yes
Date of Notice
Who is filing this petition?
How is a small case different than a regular case, and do I qualify- link should expand to show the Small Case Expandable (see screenshot below)
On click of the How is a small case different than a regular case, and do I qualify - the expanded section should collapse
Case Procedure
Select a Trial Location dropdown should be ordered by state alphabetically
If user clicks on the Cancel button, display confirmation modal. If user clicks Yes, cancel, they return to the dashboard and all form data is discarded. If they click, No, continue, the modal should close and they remain on form page.
If all fields have been completed, and user clicks on Submit to U.S. Tax Court button, the form is submitted and user returns to the dashboard where a success message is displayed.
@JessicaMarine @uxforgood @sadlerw @dubharmonic
Error State - Form validation
Page level errors (both the warning at the top and the indicators by the field) remain until the form has been submitted again. If errors remain or new ones are found, page level errors load again. If form is error-free, form is submitted successfully.
For date of notice - once user has entered numbers in all 3 date fields and focuses outside the date field, check to make sure the date is
A) valid
B) NOT in the future
If not valid, display a field level error that says "Please enter a valid date" If in the future, display a field level error that says "That date's in the future. Please enter a valid date."
When user loses focus on date fields, check again. If error is fixed, remove error message/state.
@JessicaMarine @kkoskelin
Case Information Tab - with new metadata
@sadlerw @dubharmonic @uxforgood @klohman Just a reminder that the actual IRS notice upload function is NOT part of #402. That is a separate story (#401). I've left everything in here the same, but added that note. For this story, I think having a mock upload function that is disabled for now is sufficient.
@JessicaMarine as part of your review of these designs, please take a look at the proposed language and provide feedback. Thanks!
Notes from Design Meeting Jan 10 2019
Design Meeting Topic: Error Messaging Decision: Leave error messaging functionality as-is for now, page level error messaging...that satisfies the requirement for error messaging and requires no additional effort at this time. (This decision is non-binding, and intended to be a solution that will be revisited following usability testing.)
Background: Field level vs. page level validation? Validation will still be run. All field level error messaging will be handled the same visually. All page level error messaging will be handled the same visually. Do we follow the USWDS standard of field level validation which tells the user what the error is, or do we not?
We can probe error messaging with users during usability testing. Do they expect field level validation to happen prior to hitting the submit button?
@JessicaMarine @kkoskelin @sadlerw @dubharmonic Updated design with these changes
@codyseibert @sadlerw @JessicaMarine
Error messaging
PDF help text added to design
My comments on #402 are:
@sadlerw @dubharmonic
To make it official, here's the new checkbox design for the bottom of the form.
As a Petitioner, in order to give the Court necessary case related information, I need to provide certain metadata.
Before submitting the case to the Court, Petitioner will enter/select additional case metadata, such as: Type of Case Small v. Regular Case Place of Trial
Some of the metadata will be REQUIRED fields and the Petitioner will be stopped from submitting their Petition unless those fields are completed.
Pre-Conditions:
Acceptance Criteria:
Notes:
Tasks
Test Scenarios
When initiating a petition (start a case):
Definition of Done