ServeSuite

Updates 12-3-07

Modified: 2007/12/03 13:41 by grichards - Uncategorized
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Area Maintenance

A.AM.10.24.07.1 Info panel on zipcodes when duplicated, should show when you enter the record as well. All duplicates. wc, test with 115PC and 115PM


A.AM.11.19.07.1 - Rename Affiliates at the bottom, Assigned to: List All employees and Affiliates associated to Branch assigned to that area. December 1 wc

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Proof Codes

A.PC.11.10.07.1- Order proof codes below by name. Vertically. (did this, but this was acheived by putting proof codes on each separate line, so page now is a lot longer) ds

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New Work Order

O.NO.10.24.07.1- When entering a customer number, if it does not come up, we get an error, not an info panel. 11.19.07 fixed, but info panel should come up after number is entered. Currently Panel comes up after user clicks continue. December 1 wc

O.NO.10.24.07.5- bread crumb goes back to work order maintenance Please Explain November 30 Meeting wc

O.NO.10.24.07.10- Add Jurisdiction/Party to New Cases Column List. December 1 wc

O.NO.11.02.07.2- Notarize Proof, if customer/user checks box, auto fill “1” in the billing item. December 15 wc

O.NO.11.02.07.3- File Proof, if customer/user checks box, auto fill “1” in the billing item December 15 wc

O.NO.11.02.07.6- Department/Division, rename to Dept/Div and move to the right of Hearing. Text box does not need to be big, 6-10 characters max. December 15 wc

O.NO.11.02.07.7- Client Matter #, increase to 30 characters. December 1 wc

O.NO.11.02.07.9- Customer Portal, place order tabbing needs to be checked. December 1 ds

O.NO.11.02.07.10- Attorney Drop Down, add to list "Other". December 1. wc

O.NO.11.19.07.1- customer search does not work and appears to be viewing a bad list of customers. December 1 wc

O.NO.11.19.07.2- New Case- Remove the requirement on Plaintiff. Not required. December 1 wc

O.NO.11.19.07.3- New Case- Represents dropdown has intervenor misspelled. December 1 wc

O.NO.11.19.07.4- New Case- 3rd party date of loss calendar appears too low. December 1 ds


O.NO.11.19.07.7- New Order-Previous links goes to the wrong location. December 1 wc


O.NO.11.19.07.8- Order Details- Rename section to Special Details since the page is already called order details. December 1 wc

O.NO.11.19.07.9- New Case- Submitting after deadline needs to launch a window like the search windows, not the Javascript. Have the choices in the window. They must select Yes or no, if yes fill in their name. Have submit button that takes user the Thank You Page. December 1 wc

O.NO.11.19.07.10- In company setup or new area in utilities we need to have a section to put in work hours and which days of the week open. Deadlines warning should only popup from the deadline to the end of work hours. For example 3:00 to 5:00 pm. December 1 wc

O.NO.11.19.07.12-Remove "You will be directed" text from this page. Replace with buttom "Go To My Jobs" December 1 wc
O.NO.11.19.07.14 - Documents - Change upload help text to: Fill in the required information and click on the "Add" button. Additional documents may be added by repeating this step, 10 mb per document. December 1 ds

O.NO.11.19.07.15 - Serve- When adding a description please make the page smaller, use more columns. They need to ability to add more just like addresses, should add into table. Only need to Add once, after added have option to edit. Same with addingt adddresses, clean up and make work nice. December 15 wc

O.NO.11.19.07.16- Serve- rename order details to Special details down towards the bottom. On all order programs and pages. See me if confused. December 1 wc

O.NO.11.19.07.17- Serve - Remove Deadline and Authorized by, this will be controlled automatically from submit button. Move Depetment/division to the left under hearing time. They all go together. Notarize and File Proof can stay on the right. Make sure all order screens look the same. December 1 wc

O.NO.11.19.07.17- File - Remove Deadline and Authorized by, this will be controlled automatically from submit button. Move Deliver Courtesy Copy to the left. December 1 wc

O.NO.11.19.07.18- Serve- Text - Hearing date, Hearing time, and Dept all go together. Place closer visually. December 1 ds

O.NO.11.19.07.20- Research- to the right of Certain Documents place (list in special intructions) December 1 WC, no sure what we want here. wc

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Open orders

O.OO.10.24.07.1- open orders edit bread crumb comes back to the wrong program December 1 paul


O.OO.10.24.07.1- Do not check the Authorized time info again when changing an order. December 1 paul

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Work Order Maintenance

O.WOM.10.24.07.2- Do not check the Authorized time info again when changing an order. December 1 paul

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Branch Status Board

O.BS.11.19.07.4- Add a littler more space between the columns. Gap space. ds (added 2px to each side
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