STAC 3 Collaboration Meeting Summary 2/4/26

STAC 3 Collaboration Meeting Summary 2/4/26

1. STAC 2 & STAC 3 Upgrade Coordination

Upgrade Dependencies

  • CIP reiterated that STAC 2 and STAC 3 must be upgraded together.
  • STAC 2 applies required database changes that STAC 3 depends on.
  • Upgrading only one STAC can cause:
    • Required fields appearing incorrectly
    • Case wizard errors
    • “Bad Request” / session-related errors
    • Inability to open new cases

Agency Upgrade Status

  • Multiple agencies reported being on:
    • STAC 2 upgraded but STAC 3 not yet upgraded
    • STAC 3 upgraded without the latest patch
  • Agencies upgrading both STACs together reported fewer issues.

CIP Guidance

  • During this stabilization phase, both STACs must always be upgraded together.
  • Patches are version-dependent; applying a patch to the wrong base version can cause mismatches.
  • STAC 2 upgrades drive the database state that STAC 3 relies on.

2. Document Merge & Preview Errors

  • SA8 reported users unable to merge documents in STAC 3:
    • Merge process spins indefinitely
    • Preview panel errors (“URL parse is not a function”)
    • Issue affected some users but not others

Troubleshooting

  • CIP suggested:
    • Testing from another workstation
    • Using Incognito mode to rule out browser extensions
  • noted a known preview issue addressed in the latest patch.

Resolution Path

  • CIP strongly recommended upgrading both STAC 2 and STAC 3 with the latest patch.
  • If issues persist after patching, CIP requested follow-up tickets.

3. Mandatory Events Not Triggering in Wizards

Reported Issues

  • Mandatory events:
    • Trigger correctly on New Case
    • Do not trigger consistently on:
      • Transfer Wizard
      • Reopen Case workflows

Clarification

  • Changes to required events rely on updated database structures.
  • Unsynchronized upgrades can cause:
    • Mandatory events not firing
    • Events appearing incorrectly as required

CIP Action

  • Agencies were asked to submit tickets immediately for:
    • Transfer Wizard mandatory events
    • Reopen Case mandatory events
  • CIP indicated these were not addressed in the current patch but could be patched if confirmed. (The transfer case wizard issue was patched on RC-3.2)

4. “Bad Request” / Session Errors

Issue

  • Some agencies reported intermittent “Bad Request – undefined” errors:
    • Occurred during normal workflows (directory edits, case entry)
    • Required users to log out to clear

Root Cause Identified

  • Explained the issue is caused by:
    • Duplicated browser tabs
    • Session conflicts between tabs

Status

  • Issue was fixed in the latest STAC 3 version.
  • Users should:
    • Avoid duplicate tabs
    • Refresh rather than log out
  • Agencies asked to confirm resolution after upgrading.

5. Linked Files vs Linked Folders – Ongoing Discussion

Agency Perspective

  • Some Circuits rely heavily on linked files for:
    • File-by-file attorney review
    • Proprietary media formats
    • Multi-county NAS replication strategies
  • Linked files are used intentionally instead of folders to:
    • Control discovery decisions
    • Avoid bulk folder disclosure

CIP Concerns

  • Linked files:
    • Rely on user-accessible folders
    • Are vulnerable to deletion/encryption
    • Create discovery and audit risks
  • CIP is attempting to move agencies toward centralized, streamed storage.

Key Takeaways

  • Linked folders will remain supported.
  • Linked files are discouraged but not removed.
  • CIP acknowledged agency constraints and agreed to:
    • Reevaluate options
    • Continue discussion before making final decisions

6. Image Thumbnails Missing in Icon View

Issue

  • Agencies using hosted storage reported missing thumbnails in icon view.

Explanation

  • Thumbnails are disabled for cloud-stored files to avoid:
    • Performance degradation
    • Large streaming overhead in cases with high image volume
    • Thumbnails are only viewable for local files

7. Score Sheet “Save to Image” Feedback

Positive Feedback

  • Agencies praised the ability to save score sheets directly as images.

Issue

  • Image Date field is required and appears at the bottom of the screen.
  • Users missed the field due to screen size and could not save.

Request

  • Default Image Date to current date, matching Image tab behavior.

CIP Response

  • Requested ticket submission for review.

8. Case Wizard Enhancements

Requested Enhancement

  • Ability to make Class a required field in the New Case Wizard.

CIP Response

  • Confirmed as a future enhancement.
  • Planned first for Case Wizard, then extended to other screens.

9. Image Upload – “Save and Add Another” Behavior

Issue

  • When using drag-and-drop image upload:
    • File sometimes remains listed after “Save and Add Another”
    • Fields clear, but file persists

Status

  • Issue was corrected in Patch RC-3.2

10. Summary Tab – Copying Agency Numbers

Issue

  • Users unable to highlight/copy agency numbers in Custom Summary View.

Resolution

  • Switching Summary View to Preview Mode allows text selection.
  • If further limitations remain, CIP requested a ticket.

11. User Training & Adoption Strategies

Adoption Challenges

  • CIP reported low STAC 3 usage metrics across agencies.
  • Target goal: ~30% user adoption by end of month.

Shared Best Practices

  • Move toolbar from left → top to resemble STAC 2 Menu
  • Encourage users to:
    • Right-click everywhere
    • Run STAC 2 and STAC 3 side-by-side
  • Trim unnecessary columns and personalize layouts
  • Use “Try STAC 3” button (optional feature)

Training Materials

  • Agencies are creating:
    • Internal videos
    • Customized guides based on CIP KB
  • CIP encouraged sharing materials via Community Board.

12. Microsoft Graph Authentication Transition

Status

  • Most agencies have transitioned from SMTP to Microsoft Graph.
  • Benefits include:
    • SSO
    • MFA support
    • Improved security
  • Microsoft will eventually deprecate SMTP.

CIP Support

  • CIP offered assistance with:
    • Setup
    • Demonstrations
    • MFA configuration

Questions & Answers

Q: Do STAC 2 and STAC 3 really have to be upgraded together?
A: Yes. STAC 2 applies database changes STAC 3 depends on. Running mismatched versions will cause errors. Agencies must upgrade STAC 2 and then immediately following should upgrade STAC 3.

Q: Why are mandatory events not firing in Transfer or Reopen workflows?
A: Known issue. Corrected in Patch RC-3.2

Q: What causes the “Bad Request” error?
A: Duplicate browser tabs causing session conflicts. Fixed in latest version RC-3.

Q: Why can’t I see thumbnails for images stored in hosted storage?
A: Disabled for performance reasons; CIP is reviewing options.

Q: Can image dates default to today when saving score sheets?
A: Not currently; CIP requested a ticket to review.

Q: Are linked files being removed?
A: No, but CIP strongly discourages continued reliance and is seeking safer alternatives.

Q: How can users copy agency numbers from the Summary tab?
A: Switch from Custom View to Preview View.