Docket Clerk: Select party/parties to be served

JessicaMarine commented 3 years ago

As a Docket Clerk, in order to make sure that I serve the correct parties, I need to select the parties to be served eFiled, Paper Filed, and Court-issued documents.

Pre-Conditions

Acceptance Criteria

Docket Clerk can select none, one or more parties to be served when adding a paper filed document to the docket record
- If the party receives electronic service, a service email should be initiated
- If the party receives paper service, the paper service should generate for the Docket Clerk
~~Docket Clerk can select none, one or more parties to be served when adding a Court-issued document to the docket record.~~
- ~~If the party receives electronic service, a service email should be initiated~~
- ~~If the party receives paper service, the paper service should generate for the Docket Clerk~~
The served party (R, P, or B) and date of service should display on the docket entry based on the Docket Clerk's selection.
For "unserveable" Court-issued documents, no selection for service is needed
For all Court-issued documents, all parties are always served

Mobile Design/Considerations

Security Considerations

[ ] Does this work make you nervous about privacy or security?
[ ] Does this work make major changes to the system?
[ ] Does this work implement new authentication or security controls?
[ ] Does this work create new methods of authentication, modify existing security controls, or explicitly implement any security or privacy features?

Notes

Tasks

[x] Show message when isUnservable (Joshua #8947)
[ ] Ensure correct served parties code is set for a paper filed document (Matt + Joshua)
[ ] Do not serve filing party

Definition of Done (Updated 4-14-21)

Product Owner

[ ] Acceptance criteria have been met and validated on the Court's migration environment

UX

[ ] Business test scenarios to meet all acceptance criteria have been written
[ ] Usability has been validated
[ ] Wiki has been updated (if applicable)
[ ] Story has been tested on a mobile device (for external users only)
[ ] Add scenario to testing document, if applicable (https://docs.google.com/spreadsheets/d/1FUHKC_YrT-PosaWD5gRVmsDzI1HS_U-8CyMIb-qX9EA/edit?usp=sharing)

Engineering

[ ] Automated test scripts have been written
[ ] Field level and page level validation errors (front-end and server-side) integrated and functioning
[ ] Verify that language for docket record for internal users and external users is identical
[ ] New screens have been added to pa11y scripts
[ ] All new functionality verified to work with keyboard and macOS voiceover https://www.apple.com/voiceover/info/guide/_1124.html
[ ] READMEs, other appropriate docs, JSDocs and swagger/APIs fully updated
[ ] UI should be touch optimized and responsive for external only (functions on supported mobile devices and optimized for screen sizes as required)
[ ] Interactors should validate entities before calling persistence methods
[ ] Code refactored for clarity and to remove any known technical debt
[ ] Acceptance criteria for the story has been met
[ ] Deployed to any Flexion environment for UX Review
[ ] Deployed to the Court's migration environment
[ ] Module dependencies are up-to-date and are at the latest resolvable version (npm update)
[ ] Errors in Sonarcloud are fixed https://sonarcloud.io/organizations/flexion-github/projects
[ ] Lambdas include CloudWatch logging of users, inputs and outputs
[ ] Interactors should validate entities before calling persistence methods
[ ] Code refactored for clarity and to remove any known technical debt
[ ] Rebuild entity documentation
[ ] Acceptance criteria for the story has been met
[ ] Deployed to the dev environment
[ ] Deployed to the prod environment

klohman commented 3 years ago

UX Research Questions

Tell us about how your process (current and legacy) to serve individual parties.
How often do you need to serve this happen?
What determines who should be served?
Is there added risk in only serving individual parties?
What happens if you make a mistake? Do you ever need to go back and serve another party?

cholly75 commented 3 years ago

@klohman - Use cases for choosing "none": return mail and trial minutes are both docket additions that should not be served when filed.

klohman commented 3 years ago

@cholly75 Returned Mail (RM) and Trial minutes (I believe those codes are TRL, PTRL, etc.) are flagged as isUnservable, so no one is served already. Do you want to chat and (if needed) update the AC for this story together? cc. @mariahkannenberg

klohman commented 3 years ago

Add Paper Filing - No UI Change

On Save and Serve All parties other than the filing party are served Filing party or parties are not served
Docket entry reflects served date and the parties served P - if only petitioner, intervenor, participant, or counsel was served R - if respondent only was served B -if both any petitioner, ntervenor, participant, or counsel AND respondent were served

Jointly filed documents if all parties file a document, no service is initiated no served stamp is applied to the document docket record does not display a served date or served party and does not display “Not served” message

Add Docket Entry (Court-Issued Document) - No Change

Service Parties

no change
all parties are served for all court-issued documents

Add Docket Entry (Court-Issued Document - isUnservable)

For any court-issued event code with isUnservable

Service Parties Display message “This document type does not require service”

On Save No change to current functionality

klohman commented 3 years ago

Tests

1) Docket clerk adds paper-filing and non-filing parties have all electronic service

Login as docket clerk
Go to case
- Case has at least 2 petitioners
  - petitioner1
  - petitioner2
All parties on case have electronic service
Click Add Paper Filing
Select filing party = petitioner1, petitioner2
Save and Serve Expected results
[ ] Document is added to the docket record with Served date = [current date] and Parties = R
[ ] Respondent receives service email
[ ] petitioner1 does not receive service email
[ ] petitioner2 does not receive service email

2) Docket clerk adds paper-filing and non-filing parties have all paper service

Login as docket clerk
Go to case
- Case has at least 2 petitioners
  - petitioner1 - paper service
  - petitioner2 - paper service
- Case has at least 1 respondent counsel - electronic service
Click Add Paper Filing
Select filing party = respondent
Save and Serve Expected results
[ ] Document is added to the docket record with Served date = [current date] and Parties = P
[ ] Respondent does not receive service email
[ ] App routes to Print Paper Service screen with document PDF
[ ] PDF contains address sheets for petitioner1 and petitioner2

3) Docket clerk adds paper-filing and non-filing parties have both electronic and paper service

Login as docket clerk
Go to case
- Case has at least 2 petitioners
  - petitioner1 - paper service
  - petitioner2 - electronic service
- Case has at least 1 respondent counsel - electronic service
Click Add Paper Filing
Select filing party = respondent
Save and Serve Expected results
[ ] Document is added to the docket record with Served date = [current date] and Parties = P
[ ] Respondent does not receive service email
[ ] Petitioner2 receives service email
[ ] App routes to Print Paper Service screen with document PDF
[ ] PDF contains address sheets for petitioner1

4) Docket clerk adds paper-filing and non-filing parties include intervenor/participants

Login as docket clerk
Go to case
- Case has petitioner1 - electronic service
- Case has intervenor - electronic service
- Case has participant - paper service
Click Add Paper Filing
Select filing party = petitioner1, respondent
Save and Serve Expected results
[ ] Document is added to the docket record with Served date = [current date] and Parties = P
[ ] Respondent does not receive service email
[ ] Petitioner1 does not receive service email
[ ] Intervenor receives service email
[ ] App routes to Print Paper Service screen with document PDF
[ ] PDF contains address sheets for participant

5) Docket clerk adds paper-filing and non-filing party is respondent with multiple respondent counsel

Login as docket clerk
Go to case
- Case has multiple respondent counsel
  - respondent1- electronic service
  - respondent2 - electronic service
Click Add Paper Filing
Select Filing party = petitioner
Save and Serve Expected results
[ ] Document is added to the docket record with Served date = [current date] and Parties = R
[ ] Petitioner does not receive service
[ ] respondent1 receives service email
[ ] respondent2 receives service email

6) Docket clerk adds paper-filing jointly filed by all parties

Go to case
- Case has petitioner1 - electronic service
- Case has intervenor - electronic service
- Case has participant - paper service
- Case has respondent counsel
Click Add Paper Filing
Select filing party = all parties
Save and Serve Expected results
[ ] Document is added to the docket record with Served date = [blank] and Parties = [blank]
[ ] Docket entry does not display “Not Served” message
[ ] Coversheet does not display a Served stamp
[ ] Respondent does not receive service email
[ ] Petitioner1 does not receive service email
[ ] Intervenor does not receive service email
[ ] App does not routes to Print Paper Service screen with document PDF

7) Docket clerk adds and serves court-issued document

Login as docket clerk
Go to case
- Case has multiple petitioners
- Case has multiple respondent counsel
  - respondent1- electronic service
  - respondent2 - electronic service
Create, sign and add docket entry for Order
Save and Serve Expected results
[ ] All parties receive service
[ ] Document is added to the docket record with Served date = [current date] and Parties = B

8) Docket clerk adds court-issued document that is unservable

Login as docket clerk
Go to case
Upload PDF, Add Docket Entry
Select document type = U.S.C.A.
Save Entry Expected results On select of document type USCA
[ ] Service parties field displays message “This document does not require service.” On Save
[ ] Document is added to the docket record with Served date and Parties columns blank

matthopson commented 2 years ago

@klohman I think I know the answer to this, but just want to be clear.... In a scenario like where a Petitioner is filing a document, they would not be served - but I assume the intent is to show a P (even though they weren't served, they were the only party that would be served if they weren't the filing party). 🥴

JessicaMarine commented 2 years ago

@matthopson No. If P files a document, then they wouldn't be served. So, the served party would be R (or blank if nobody is served).

matthopson commented 2 years ago

@JessicaMarine Thanks!

mariahkannenberg commented 2 years ago

Was in progress. Diverted to a bug. Move to batch 10. Matt can revert the change. Anyone who picks up this story can talk to Matt about what he found. This is a "sticky" story - and has some assumptions.

mariahkannenberg commented 2 years ago

7119 was started by Matt and then put on ice to work on a critical bug. He reverted code chagnes out of batch 9 on staging. Whoever picks this story up, can chat w/Matt about some of the challenges he encountered.

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