EditAttempt Codes
A.ACM.11.19.07.1- change Product dropdown to checkboxes. Allows using 1 for differnt types of prodcuts. Test in use. December 15 wc
EditBranch Status Board
O.BS.11.30.07.1- Agent for Service, Name and field missing from Branch Status Board. Place between Capacity and Description. December 15 wc 12-11-07
O.BS.11.19.07.2- Serve- Move Address to serve and Party info onto their own tabs. December 15 ? we are wondering about this one (after the meeting on the 30th) wc 10-10-07
O.BS.11.19.07.3- Orders are not closing with comleted status update Is this done? If not please explain - We need to define the steps necessary for the order to close e.g. a status update and proof delivered being done before the order can be marked as closed
Serve - Order must have completed status and proof must be delivered.
File - Order must have completed status.
Research - Order must have completed status.
wc 10-10-07
O.BS.11.19.07.5- Spell our order type, like research. wc
O.BS.11.19.07.6- Pencil status update on front page is not working,it also needs the user dropdown. 2 line sis fine, make look nice. Have the rollover text say Status Update wc
O.BS.11.19.07.7- On the detail page change the first tab to say Special Details wc
O.BS.11.19.07.8- The detail page for Serve is missing all the hearing info, proof required info. wc hearing info is in Special Details tab and Proofs is in close order tab
O.BS.11.02.07.1- Research- Remove “Delivery Details”, and add Special Instructions to bottom of “Research Details” wc
O.BS.11.02.07.2- Research- Move Research Details to the top. wc
O.BS.11.02.07.3- Research- Remove Research Info, overkill. wc
O.BS.11.02.07.4- Close Order- Serve – Replace information below “Work Order Billing” with information below “Close Order”. Keep “Close Order” on the top (serve information). All the billing items should be listed at the bottom under “Work Order Billing” Add to the top of “Close Order” section a status line. Similar to how a single line can be added directly on the “Branch Status Board”. Please add “Users” missing from “Branch Status Board”. Rename Ronsin Advance fee to Rapid Advance fee under Closer Order. Section Order, Close Order (Status Line, Serve Info & Notes), Proofs, Work Order Billing. (should be dynamic) December 15 wc
O.BS.11.02.07.4.a- Close Order- Serve: Rename "Party/Entity" to "Party To Serve"; Remove "Serve Deadline" December 15 wc
O.BS.11.02.07.4.b- Close Order- Serve: Move the following from Section Close Order to Proofs, Diligence Req: check box, Date of Mailing, Mailed By and Mailed From. Remove 2nd "Diligence Required", Add Calendar to "Date of Mailing", Add Drop Down list for "Mailed By" drop down list include all employees and branch affiliates December 15 wc
O.BS.11.02.07.5- Close Order- File & Research – Rename the billing items to “Work Order Billing” Create new section at the top named “Close Order” include Status line, Fee’s Advanced, Rapid Advance Fee and Notes. Section Order, Close Order and Work Order Billing. December 15 changed to December 1 wc
O.BS.11.02.07.8- Status Update, the column "Type" do not think this is needed. Over kill, just show Date, time, Status, Internal, Executed by, then change pencil to "Edit" and red X symbol to delete. December 1 Discussing pushed out till ??? wc
O.BS.11.19.07.1- Remove the Priority flag column. December 15 wc
O.BS.11.19.07.3- The close order page nees to be reorganized. Order Notes should be at the top and Retitled. Close Order is next retitled Work Order Billing. For Serves; Work Order Billing then Order Notes then Proofs then Close Order. Fees advanced, Check #, And Advance Fee need to be on all order types. Already on serve, please add to the others. See above 11.02.07.4&5
O.BS.11.19.07.4- When an order is closed we need to track the closed date and the date billed. Has to be displayed on the orders in each case, critical to be right wc, close order date is invoice's Created Date & billed date is invoice's Invoice Date
O.BS.11.19.07.5- On the detail page (of all order programs) rename Accept Status to Accepted Status. Move along side the Affiliate which was renamed Assigned to. December 15 wc
O.BS.11.19.07.6- The dropdown for Obtain Docs, rename to Via. Dropdown should be Download, Pickup, Fax, Email. Can it fit on the same line as Accepted status. If so move Assigned to to the right column. So who it is assigned to and how they get the docs are all on the right. December 15 wc
O.BS.11.19.07.7- Change the status update screen to be shorter, put date and time on the same line. Shorten Note height, move button up and to the right. The goal is to make it similar to the quick update. December 15 wc
O.BS.11.19.07.8- on the clsoe order tab, the Advance fees are calcualted from the company maint option of fee rate times the amount in the Fees advanced box. 45.00x .07% equals $3.15. December 15 wc
O.BS.11.19.07.8- do not allow order to close with New Case as the case number. They must enter a new one or select No Case Assigned to proceed. If selected Case number would note "No Case Assigned" December 15 (New case number will be empty in the db to keep track of this if they choose not assigned at close order then add Not Assigned as the Case number) wc 10-10-07
EditCase Maintenance
O.CM.10.24.07.1- Needs to have a confirmation box that is ok to change December 15 wc
O.CM.11.02.07.1-
Each Case Maintenance need a "Notes" field. wc Also visable on Customer Portal.
December 15
EditGeneral
G.MS.11.06.07.1-
The info panels when empty do not look right. Try as DGR. paul
EditCompany Maint
A.CM.11.19.07.2- Need are to set Fee rates. An example would be 7%. This is used on the Work Order billing area. See Branch status number 19. wc 12-12-07
EditNew Work Order
O.NO.10.24.07.7- Serve -
next to the right of the capacity drop down need text field agent for service, if filled in show up on order form above business name. Also show on customer portal, Joe 11.19.07 fixed but does not show up on Serve Work Order. Serve Order also needs to have "Agent For Service" text above address, then if field is completed by user Agent name shows up there. December 15 WC 12-11-07, this is a little confusing. So what I did is added Agent of Service in Party to Serve section. We still need to add this on the Order PDF form. Also show on customer portal
O.NO.11.30.07.01- Description, add or edit, split heigth in 2 with drop downs. December 15 wc 12-12-07
EditEmail Forms
A.EF.10.24.07.3- Person_served variable is not working. Is this working already?A.EF.10.24.07.4- Add in All for the branches and enforce. I think this is done, still not sure why we have drop down for branch.A.EF.10.24.07.5- Confrim when emails are sent live, they are sent Contact if entered from Legalsuite. (If employee enters order for customer, the email needs to go to customer). December 1
EditClosed Orders
O.CO.11.19.07.1- Add new section that lists and searches closed orders only. Standard search items like Open Orders. December 15 wc 12-13-07 (closed orders in menu under open orders)
EditWork Order Maintenance
O.WOM.10.24.07.1- no info panel on changing order and popup asking for approval. December 15 wc
O.WOM.11.02.07.1- Place all tabs, etc from Branch status in here. (wc, please define the difference between status board and work order maintenance. If the order is closed make sure that it is clear in the POPUP that they are modifying a closed order. December 15 wc 12-14-07
O.WOM.11.02.07.2- changes do not save. December 1 *I tested a few saves they seemed fine was it something in particular? paul wc 12-14-07
O.WOM.11.02.07.3- Cannot change status of the order in work order maint. For example Accepted. When the order is closed. December 1 wc 12-14-07
EditBranch Status Board
O.BS.11.19.07.1- Need to be able to add documents (don't do until new documents in). December 15 wc 12-12-07
O.BS.10.24.07.3- Download documents should popup in new screen - December 15 wc 12-12-07
EditAttempt Codes
A.ACM.11.19.07.2- Flow in the following order.
Product, checkboxes,
Job Status, Drop down with list of current 'Green' status types. Need option to add within drop down.
Type, Drop down list with option to add. We will create as we go.
Note, Drop down list with option to add. We will create as we go. (45 characters)
Additional Notes, Text box if additional notes are added.
The status update columns list, Date (remove seconds), Type, Note, Internal, Executed by, Edit, Delete. If addtional notes are typed they will appear after the text from the "Note" drop down. December 15
===Open orders===
O.OO.10.24.07.1- search reversed the ordering Unable to test, Search gives error screen, December 1
O.OO.10.24.07.1- Search does not return all orders (try to find the newest order after searching) Unable to test, Search gives error screen, December 1