Docket Clerk: Connect Order to Motion - One to One

cholly75 commented 1 year ago

As a party to a case, so that I can quickly tell the disposition of a particular motion, I need motions to indicate their disposition and connection to the dispositive Order.

Currently when an order granting or denying a motion is docketed, there is no indication on the motion docket entry or in the motion data of how it has been disposed. This means that to find out whether a particular motion has been granted or denied the docket record and orders must be scanned and parsed individually for the order doing so. This makes it difficult to see at a glance the disposition of the motion for parties to the case and Court personnel.

Additionally, this makes it difficult to report out on operational Court data regarding types and behaviors w/r/t motions. For example, the Court is interested in monitoring how many Motions for Summary Judgment are granted vs. denied, but because there's no explicit connection between the motion itself and the order disposing of it, these statistics are difficult to collect with any degree of accuracy.

This story will address an order disposing of a single motion.

We would like to keep this behind a feature flag pending the full rollout of use cases.

Pre-Conditions

Acceptance Criteria

When adding an order to the docket record, if an order is disposing of a motion, the clerk can indicate which motion on the docket record the order is disposing of
When adding an order disposing of a motion to the docket record, the clerk must indicate whether the motion is Granted, Granted in Part, or Denied
The motion disposition is indicated on the docket record entry for the motion by appending " - [DISPOSITION] #[ENTRY]" to the current description in the "Filings and Proceedings" column of the appropriate motion
- [DISPOSITION] is either "GRANTED", "GRANTED IN PART" or "DENIED" based on the selection by the docket clerk
- [ENTRY] is a hyperlink to the docket entry for the order disposing of the motion
- This does not trigger a Notice of Docket Change entry on the record
If the docket entry for an order is edited, the motion disposition association can be edited as well

Notes

We would like the motion disposition to be stored as data in some way on the motion itself to enable reporting

Tasks

Test Cases

Story Definition of Ready (updated on 12/23/22)

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:

[ ] Is framed in business/user need, the value has been addressed.
[ ] Includes acceptance criteria
[ ] Has been refined
[ ] Pre conditions have been satisfied. 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

[ ] Acceptance criteria have been met and validated on the Court's migration environment
[ ] Add scenario to testing document, if applicable (https://docs.google.com/spreadsheets/d/1FUHKC_YrT-PosaWD5gRVmsDzI1HS_U-8CyMIb-qX9EA/edit?usp=sharing)

UX

[ ] Business test scenarios have been refined to meet all acceptance criteria
[ ] Usability has been validated
[ ] Wiki has been updated (if applicable)
[ ] Story has been tested on a mobile device (for external users only)

Engineering

[ ] Automated test scripts have been written, including visual tests for newly added PDFs.
[ ] Field level and page level validation errors (front-end and server-side) integrated and functioning.
[ ] 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.
[ ] Swagger docs have been updated if API endpoints have been added or updated.
[ ] UI should be touch optimized and responsive for external users.
[ ] Interactors should validate entities before calling persistence methods.
[ ] Features have been optimized where possible to reduce response times. For example, reducing api response times, parallelizing client network calls, optimizing database reads, etc.
[ ] Types have been added to all added and updated functions.
[ ] Code refactored for clarity and to remove any known technical debt.
[ ] If new docket entries have been added as seed data to efcms-local.json, 3 local s3 files corresponding to that docketEntryId have been added to web-api/storage/fixtures/s3/noop-documents-local-us-east-1.
[ ] Acceptance criteria for the story has been met.
[ ] If there are special instructions in order to deploy into the next environment, add them as a comment in the story.
[ ] If the work completed for the story requires a reindex without a migration, or any other special deploy steps, apply these changes to the following flexion branches:
- [ ] experimental1
- [ ] experimental2
- [ ] experimental3
- [ ] experimental4
- [ ] experimental5

katiecissell commented 1 year ago

Pre-refinement questions:

If you edit disposition on motion, after the order was associated, does it need to flow through?
Should we create a work item for somethings like if they strike it? If the disposition was granted, is there more we can automate for the user?
As a regular person/petitioner, is there more we can do to notify them of the results of their motion? (Email something?)

katiecissell commented 1 year ago

In the add/edit docket entry field for all orders a new checkbox should be added above the inclusion/attachments checkbox.

The checkbox should say "This order acts on a motion"
If checkbox is selected two new fields should appear below the checkbox.
The first is a dropdown box with the label: "What motion is being acted on?". The dropdown should show the line number with the name of any motions on the docket.
The second is a dropdown with the label "What action is being taken?" The dropdown options should be Denied, Granted, Granted in Part.

If there are no motions on the docket record, the dropdown should say "There are no motions on the docket record".

If the user clicks a motion is being disposed but does not select a motion and/or its status, display validation messages.

Figma File

ttlenard commented 1 year ago

Test Cases

1) Docket Clerk navigates to a draft Order; Adds Docket Entry; New checkbox is present to indicate if the Order disposes of a motion.

*Pre-Conditions - Be sure that the case you are on has a few motions on the docket record.

Log in as a Docket clerk
Navigate to a case that has a signed Order in Drafts
Click Add Docket Entry

Expected Results:

[ ] NEW FUNCTIONALITY - There is a new checkbox that states, "This order disposes of a motion" that is below the "What is this order for?" field and the Inclusions header.

2) Docket Clerk checks the box indicating that the Order disposes of a motion, two additional fields appear.

Continuing from the previous test
Check the box for "This order disposes of a motion"

Expected Results:

[ ] NEW FUNCTIONALITY - Two new fields appear: "What motion is being disposed of?" and "What is the disposition of the motion?"

3) Docket Clerk Clicks Save and Serve; receives validation error.

Continuing from the previous test
Be sure that you leave the two additional fields blank
Click the Save and Serve button

Expected Results:

[ ] NEW FUNCTIONALITY - User receives validation errors indicating that they need to select a motion to displose of, and the disposition.

4) Docket Clerk selects a motion and the disposition for the Order; Saves and Serves Order.

Part 1

Continuing from the previous test
Click on the dropdown menu to select a motion that is being disposed of

Expected Results:

[ ] NEW FUNCTIONALITY - The dropdown menu displays the index number and Motion Name for each motion on the docket record.

Part 2

Click on the dropdown for the disposition of the motion

Expected Results:

[ ] NEW FUNCTIONALITY - Selections include Granted, Granted in Part, and Denied.

Part 3

Docket Clerk clicks save and serve.

Expected Results:

[ ] Order is served appropriately

5) The text in the Filings and Proceedings column for the original Motion on the docket record is updated

Continuing from the previous test
You should have a green confirmation banner
Scroll down on the docket record and review the entry for the original motion

Expected Results:

[ ] NEW FUNCTIONALITY - The original motion has text appended to the original title that includes the disposition that the clerk entered for the Order in the previous test (Granted, Granted in Part, or Denied)
[ ] NEW FUNCTIONALITY - The original motion has a link to the index number of the Order that disposed of the motion.
[ ] NEW FUNCTIONALITY - Clicking on the link opens the document for viewing
[ ] NEW FUNCTIONALITY - There is no Notice of Docket Change for the updated text on the Original motion.

6) Docket Clerk edits an existing Order that is on the docket record of a case; Checkbox for This Order disposes of a motion

*Pre-Conditions - Be sure that the case you are on has a few motions and Orders on the docket record.

Log in as a docket clerk
Navigate to a case with the pre-conditions above
Click on the edit link to edit an order

Expected Results:

[ ] NEW FUNCTIONALITY - There is a new checkbox that states, "This order disposes of a motion" that is below the "What is this order for?" field and the Inclusions header.
[ ] NEW FUNCTIONALITY - If the checkbox is checked, two new fields appear: "What motion is being disposed of?" and "What is the disposition of the motion?"

7) Docket Clerk Clicks Save; receives validation error.

Continuing from the previous test
Be sure that you leave the two additional fields blank
Click the Save button

Expected Results:

[ ] NEW FUNCTIONALITY - User receives validation errors indicating that they need to select a motion to displose of, and the disposition.

8) Docket Clerk selects a motion and the disposition for the Order; Saves edited Order.

Part 1

Continuing from the previous test
Click on the dropdown menu to select a motion that is being disposed of

Expected Results:

[ ] NEW FUNCTIONALITY - The dropdown menu displays the index number and Motion Name for each motion on the docket record.

Part 2

Click on the dropdown for the disposition of the motion

Expected Results:

[ ] NEW FUNCTIONALITY - Selections include Granted, Granted in Part, and Denied.

Part 3

Docket Clerk clicks save entry.

Expected Results:

[ ] Order record is saved appropriately

9) The text in the Filings and Proceedings column for the original Motion on the docket record is updated

Continuing from the previous test
You should have a green confirmation banner
Scroll down on the docket record and review the entry for the original motion

Expected Results:

[ ] NEW FUNCTIONALITY - The original motion has text appended to the original title that includes the disposition that the clerk entered for the Order in the previous test (Granted, Granted in Part, or Denied)
[ ] NEW FUNCTIONALITY - The original motion has a link to the index number of the Order that disposed of the motion.
[ ] NEW FUNCTIONALITY - Clicking on the link opens the document for viewing
[ ] NEW FUNCTIONALITY - There is no Notice of Docket Change for the updated text on the Original motion.

10) Docket Clerk checks the box indicating that the Order disposes of a motion; No motions are present on the docket record; What motion is being disposed dropdown menu indicates that there are no motions.

Log in as a docket clerk
Navigate to a case that does not have any motions on the docket record, but has a draft order
Click on the add docket entry button
Check the box for "This order disposes of a motion"
Click on the What motion is being disposed dropdown

Expected Results:

[ ] NEW FUNCTIONALITY - The dropdown menu states, "There are no motions on the docket record"

11) Repeat tests 1-10 with the Clerk of the Court and with the Case Services Supervisor

[ ] Tests 1-10 pass with the CotC user
[ ] Tests 1-10 pass with the Case Services Supervisor

12) When External parties view the case docket record, they can also see the appended text on the original motion.

As an external user, navigate to the cases that you were testing with in the previous steps.
Review the docket record

Expected Results:

[ ] NEW FUNCTIONALITY - The original motion has text appended to the original title that includes the disposition that the clerk entered for the Order in the previous test (Granted, Granted in Part, or Denied)
[ ] NEW FUNCTIONALITY - The original motion has a link to the index number of the Order that disposed of the motion.
[ ] NEW FUNCTIONALITY - Clicking on the link opens the document for viewing

*Repeat this test with other external users (Petitioner, IRS, Practitioner, Terminal user)

flexion / ef-cms