We started creating summaries of our STAC 3 collaboration meetings on 9/24/25. This Document is to summarize the Q&A of the previous meetings 6/18/25-9/17/25 for reference. All future meeting will be in their own posts.
From 6/18/2025 Collab:
Sentencing Configuration
Q: Can
STAC 3 be configured to force users into the Sentence Wizard upon case
disposition like STAC 2?
A: Not yet, but it's in development. The goal for Beta 4 is to allow
configuration based on a disposition flag so the sentence screen launches
automatically during disposal if enabled.
Undo/Split
Consolidation
Q: Has the
functionality for Undo or Split Consolidation changed in STAC 3?
A: No, the process is the same. It's now accessible via right-click on
the case.
Refresh Button for Searches
Q: Is
there a quicker way to refresh user query results in STAC 3?
A: Yes, a new “Refresh” button has been added to update results without
re-running the full query manually.
Text Message Translation Preview
Q: Can
users view original and translated versions of text messages?
A: Yes, users can toggle between the original and translated versions in
the text message preview screen.
XML File Previews
Q: Can
STAC 3 preview XML files?
A: Yes, but previews are limited to the first 1,000 lines. A message
will appear if the file exceeds this limit.
Searches
Available
Q: What
searches are available in STAC 3?
A: Document Search, Assignment Search, Form Search, and Statute Search,
functionally similar to STAC 2 but with updated UI.
Charge Tab Walkthrough
Q: Is
there a walkthrough for using the Charge tab?
A: Yes, accessible via the “i” icon on the tab for step-by-step
guidance, including opening Charge Maintenance.
Case Wizard Enhancements
Q: What
changes were made to the Case Wizard in STAC 3?
A: New fields added: Detention Info, OBTS#, Booking#, Appointment Type.
Also improved import matching logic for supplemental staff relationships.
Text Field
Character Limits
Q: What is
the new character limit for fields like comments?
A: Increased to 1,000 characters (was previously capped at 255).
ZIP+4 Support
Q: Does
address validation now support ZIP+4?
A: Yes, the additional four digits are now included upon validation.
Restricted
Event Actions
Q: Can
users still manually add Open, Reopen, or Dispo events?
A: No. These are now restricted to prevent workflow and validation
issues. Only system processes or Admin Mode (in future) will allow such edits.
Image Tab Menu Redesign
Q: What
changes were made to the Image tab menu?
A: Menu was renamed from “CIP Portal” to “CIP Portal Media Service,” and
discovery/Share Portal options were moved to a clearer sub menu.
Fit-to-Screen Image Viewer
Q: Has the
fit-to-screen function been fixed?
A: Yes, images now automatically resize to fit the screen unless
manually set to show actual size.
Signature Merge Fix
Q: Has the
issue with multiple signature variables during merge been resolved?
A: Yes, STAC 3 now merges all signature variables correctly.
Merge Shortcut in Review
Q: Is
there a faster way to go back to merge from pending review?
A: Yes, a new button allows users to return directly to merge from the
review screen.
Summary View Enhancements
Q: What
improvements were made to the Summary tab?
A: Two view options now available: traditional and new “Preview” style.
Users can rename fields, reorder them, filter results, and print summaries.
Grid
Resort Behavior
Q: Does
the selection persist when re-sorting the grid?
A: No. Based on user feedback, STAC 3 now behaves like STAC 2, resets to
page 1 and selects the first record.
Reopen Case Relationship Bug
Q: Was
there an issue with relationships being removed upon case reopening?
A: Yes, this was patched. Relationships (like victim) were
unintentionally reset but are now preserved when reopening a case.
Compression Timing
Q: Can
users opt to compress directory entries immediately instead of waiting for
overnight jobs?
A: Not currently. Compression runs overnight to protect system
performance. Developers are evaluating safer on-demand options for simple
compressions.
Multi-Keyword Event Search
Q: Can
users search for multiple keywords at once in the event list like STAC 2?
A: No. STAC 3 search is now client-side and does not support
semi-colon-separated multi-keyword searches. Column filters are recommended
instead.
Directory Search Improvement
Q: Can the
directory search show full names during typing?
A: Not yet, but this is a known issue targeted for Beta 4.
Image Date Filter Bug
Q: Why
does the image tab filter by date not persist between cases?
A: This is a known bug. A fix is planned for Beta 4. It currently
reverts to default after switching cases.
Case/User Status Visibility Bug
Q: Why
does the User Status filter disappear when resizing or zooming the case list
screen?
A: It's a responsive display bug. The filter bar resizes improperly. A
fix will be included in Beta 4
From 6/25/2025 Collab:
Case List
& Pagination Behavior
Q: Why do
my selections disappear when I move between pages in the case list or image
tab?
A: This was a known bug in the STAC 3 Beta. It will be resolved so that
selections persist across multiple pages during navigation.
Q: Can we
display more than 200 items per page?
A: Some circuits have requested higher limits
(e.g., 500+), particularly for large dockets and discovery review. CIP is
evaluating use cases and may allow adjustable display limits based on need.
Q: Why is
there concern about allowing users to view and select from thousands of
records?
A: CIP aims to reduce error-prone workflows and improve efficiency.
Large result sets lead to higher risks of selection errors and lost
productivity. The goal is to shift more operations toward precise user queries
and purpose-built tools (e.g., discovery module, event updater).
Workflow Efficiency & User Queries
Q: What is
CIP’s stance on large case lists for routine work like docket updates?
A: CIP encourages agencies to reduce reliance on browsing large case
lists by building better user queries. When possible, queries should return
only actionable records to reduce manual effort.
Q: What if
my user query returns 250+ cases (e.g., all cases from a court date)?
A: That’s expected for certain use cases (e.g., docket updates,
judge/attorney reassignments). In these cases, CIP recommends using the “remove
from list” feature to reduce your view as you update records.
Q: Can we
improve the event search, so it also allows adding a new hearing?
A: Yes. CIP is working on enhancing the event update screen to allow
adding new events when hearings are continued or rescheduled.
Discovery, Image Review & Selection
Q: Will
STAC support selecting images across multiple pages for discovery?
A: Yes. The issue of selection loss across pages is being fixed. In the
future, STAC may include a dedicated discovery module to improve workflow.
Q: Is
there a way to prevent accidental de-selection when clicking near checkboxes?
A: CIP is exploring ways to improve checkbox handling. Suggestions
included Outlook-style behavior, where checkboxes appear only when multi-select
is active.
Q: Do
filters apply across all pages or just the current one?
A: Filters now apply across the entire dataset, not just the visible
page.
Statute Search & Special Instructions
Q: Can
users see and search the “Special Instruction” field when adding charges?
A: Yes. A hover icon displays the field now, but CIP will add this field
as a visible column in the search grid to improve usability and support browser
(Ctrl+F) search.
Q: Can
“Special Instruction” be used as a searchable field in the statute search?
A: This enhancement is being considered so users can search charges by
elements in the Special Instruction field, not just the statute description.
Grid
Display Behavior
Q: Why
can’t I resize columns in the statute search screen?
A: This is a bug. CIP will fix this to allow column resizing and
potential reordering, consistent with other STAC 3 grids.
Q: Can
grid text wrap in narrower columns (e.g., defendant name, notes)?
A: This is being evaluated. Some fields wrap now, but hyperlinks (e.g.,
case number) and note fields have formatting limits that prevent full wrap. CIP
is balancing readability and data density.
Multi-Select
Argument Behavior
Q: Why
does the multi-select argument box close after each selection?
A: This is current behavior in STAC 3. CIP will look into improving it,
possibly adding a “Select All” and “Deselect All” function for smoother
selection.
From 7/9/2025 Collab:
Customization
& User Interface
Q: Why
doesn’t STAC 3 remember my image tab sorting preference (e.g., newest first)?
A: This is a known issue. Although personal sort settings are meant to
be saved, some image tab settings currently reset. CIP is identifying which
grids are affected and plans to address this in a future release. Users should
submit screenshots or steps to reproduce if possible.
Q: Can
users rearrange image tab columns (like moving “Comments”) and have that saved?
A: Not yet consistently. The feature to save column arrangement is still
being refined. A fix is expected in an upcoming release. Report any specific
instances where this fails.
Q: Will
users be able to rearrange the main tabs (e.g., Event, Image, Relationship)?
A: This feature is planned for a future update but is not a current high
priority.
Document Merging & Subpoenas
Q: Why
doesn’t the “Email” checkbox appear when merging subpoenas in STAC 3?
A: This is an issue under review. It may be a configuration problem. CIP
is investigating with the agencies directly.
Q: Why
can’t I reject a document with the email send method in STAC 3 like I could in
STAC 2?
A: This is not currently supported in STAC 3. CIP is looking into
whether this behavior can be restored in a future update.
Address & Phone Entry
Q: Can
STAC 3 automatically check “Main” when adding a new address or phone number?
A: It does so only if no current “Main” exists. If one already exists,
the checkbox must be manually selected. CIP is considering a change to make the
new entry default to “Main” unless manually unchecked.
Q: Why is
there confusion between “Main” and “Current” for addresses and phone numbers?
A: Over time, the system introduced begin/end dates and mixed use of
“Main” and “Current,” which has caused confusion. CIP is open to revisiting and
clarifying these definitions once STAC 3 stabilizes.
New Case Wizard
Q: In the
New Case Wizard, why does the cursor skip the “Open Date” and “Received Date”?
A: This was intentional, to reduce clicks. CIP will reconsider this if
multiple agencies prefer starting at the “Open Date” field instead.
Q: Can the
“Received Date” field default to blank instead of today’s date?
A: Currently, it defaults to today’s date. CIP will explore making this
configurable, since agencies define “Received Date” differently.
Bond Type & Bond Amount
Q: Why is
“Bond Type” required when adding felony charges with bond amounts?
A: STAC 3 links bond amount and bond type, but many offices don’t track
“type” (e.g., cash, surety, ROR). Agencies requested decoupling these fields.
CIP agreed to revisit this and may remove the required setting.
Q: What is
“Bond Type” intended to capture?
A: Bond Type refers to how the bond was posted (e.g., cash, ROR). Since
that info is often unavailable during case creation, making it required has
caused confusion. Most offices do not use it.
Case Status & Workflow
Q: Why
does the system prompt about changing status (e.g., OI to OO) but not update
it?
A: This is likely a bug. CIP will investigate and confirm.
Q: Why
doesn’t the Sentencing Wizard automatically launch after a guilty disposition?
A: This was the initial design. A future update will allow the
Sentencing Wizard to auto-launch if the disposition action is configured to
trigger it.
Q: Why is
the “Special Sentencing Code” list different in STAC 3?
A: In STAC 3, it appears as a dropdown. A multi-select window like in
STAC 2 is planned for future updates to improve usability.
Image
Review & Notifications
Q: Can
reviewers see images pending for other users (e.g., for Investigations)?
A: Yes. Use the “Advanced Search” button in the Image Review tab to
filter by reviewer and view other users' pending images.
Charge
Editing & Deletion
Q: Can the
red delete button for charges be restricted to certain users?
A: Not currently. Even if deletion is restricted, users can still change
the statute or count number, which is functionally the same as deleting. CIP is
open to future discussions on how to better manage this.
From 7/16/2025 Collab:
Directory & Data Cleanup
Q: Are
there tools available to identify relationships pointing to incorrect directory
types?
A: Yes. There are sample queries on Learn, which contains queries that flag directory relationships tied to
incorrect or unexpected directory types. These can help clean up directory
assignments.
Customization
& Display Options
Q: Can
users display more rows in STAC 3 tabs?
A: Yes. users can now increase the number of visible records up to
1,000 in both tabs and grids.
STAC 3 Vision & Continuous Development
Q: Is STAC
3 meant to mimic STAC 2 “click-by-click”?
A: No. the goal is to modernize and improve workflows, not replicate
STAC 2 exactly. Some tools and behaviors are intentionally different to enable:
Performance gains
Simpler interfaces
Future automation and
improvements
Q: What’s the development philosophy going forward?
A: Continuous iteration, even after
rollout, Collaboration with smart,
invested users, and a focus on purposeful change
rather than status quo replication
From 7/23/2025 Collab:
Document
Merging & Relationships
Q: Can the
merge document screen display the relationship (e.g., victim, witness) in its
own column?
A: Currently, the relationship type appears at the end of the name. A
request has been made to add a separate "Relationship" column,
similar to the Relationship tab, so users can sort or quickly locate
victims/witnesses in large cases.
Q: Why is
there no visible “Paste” option when editing documents?
A: Due to browser security restrictions, the visible paste button was
removed. However, users can still paste content using Ctrl + V.
Directory-Based
Case Retrieval
Q: Can
users retrieve all cases associated with a directory (e.g., defendant) like in
STAC 2?
A: Not currently in STAC 3. This function has been requested to support
tasks like bulk note entry or judicial notice for prior cases, especially in
juvenile court.
Q: Why
doesn’t the keyword field clear automatically after selecting a result in STAC
3?
A: This behavior differs from STAC 2 and was flagged as a usability
issue. It’s under review to enhance speed and ease of repeated searches.
Charge
Sequences
Q: Why was
the “Create New Sequence” checkbox removed from the Charge tab in STAC 3?
A: The checkbox was removed to encourage better record tracking and
ensure each substantial charge change creates a new sequence for transparency.
This change supports improved historical accuracy and auditability.
Q: Can
STAC 3 reintroduce the ability to add a charge to an existing sequence (e.g.,
Sequence 0 for original charges)?
A: Many circuits requested this. CIP will explore restoring this
functionality or developing a better solution that balances user intent with
historical tracking.
Q: Will
users still be able to delete sequences to “undo” mistakes like in STAC 2?
A: Yes. Admins will retain the ability to delete sequences and backtrack
as needed. Additional tools and logs are being evaluated to improve this
process.
Admin Mode & Event Tab
Q: Is
Admin Mode available for the Event Tab in STAC 3?
A: Not yet. Admin Mode is being reviewed and will be added to screens
where it was available in STAC 2.
Widgets & Visual Tracking
Q: Can
widgets for “My Assigned Cases” or “Reassigned Cases” specify a time range
(e.g., “within 7 days”)?
A: Yes. This request was implemented, and users should see a clearer
time-based label on those widgets.
Q: Can
STAC 3 include a widget that shows cases by tag?
A: This is under consideration. Tags are currently treated as short-term
labels, but the feature request to allow visual tracking (e.g., by tag
categories like “Trial Prep” or “21-Day Case”) was well-received.
Case List
Sharing
Q: Can
users share their saved case lists with others in STAC 3?
A: Not yet. Multiple sharing options are under consideration, including:
A “Share” button to send the list
to another user’s profile.
Public/private flags for saved
lists.
A dedicated screen to browse
shared lists by user.
Notifications upon receiving a
shared list.
Q: Will
shared case lists automatically update like queries?
A: No. Case lists are static (i.e., they won’t reflect newly added
matching cases). This distinction will be made clear to users to avoid
confusion with live query results.
Q: Will
case list sharing respect user security settings?
A: Yes. Shared lists will reflect each user’s security permissions.
Users may see fewer cases if they lack access to some of the cases in the
original list.
Image Review
Q: Can
users see the actual date an image review was sent, not just the image date?
A: A feature request was made to display the “Image Review Sent Date”
separately from the image upload date. This helps users track when reviews were
assigned, especially for older uploads.
Case List
Behavior
Q: Why do
removed cases reappear in a case list after editing one of the listed cases?
A: This occurs because the list refreshes from the most recent search.
Users can prevent this by re-saving the list after making removals. The
behavior is under review for improvement.
Upload
Center
Q: Will
there be an Upload Center in STAC 3 like in STAC 2?
A: Yes. STAC 3 will include a drag-and-drop Upload Center for browsing
unassociated files, reducing reliance on the legacy Client Tool. Direct upload
and assignment features will be available.
Knowledge Base & Community Forum
Q: What is
the purpose of the CIP forum for Stac 3?
A: It’s intended for users to ask questions, share feedback, and discuss
features or use cases collaboratively. Users are encouraged to participate, but
sensitive or role-specific discussions (e.g., PD vs. SAO) should be handled
separately.
From 7/30/2025 Collab:
Score
Sheet Module
Q: Can
users add charges to the prior record screen without specifying a level in STAC
3?
A: Currently, a level is required for each charge added. However, users
requested that this field be optional since some charges (e.g., hybrid
misdemeanors or out-of-county charges) may not have a clear level. This change
is under consideration to match STAC 2 behavior.
Q: Is the
"Clerk Number" field available when adding charges to the prior
record in STAC 3?
A: No, this field is currently missing in STAC 3 but was available in
STAC 2. The request has been made to restore it.
Q: Can
users search for a charge by its short description when adding it to the score
sheet?
A: Not currently. A request has been made to allow searching by short
description (e.g., "POP" for Possession of Paraphernalia) when that
option is enabled in the configuration.
Directory
& Case Tab
Q: In STAC
3, does the directory case list show only current relationships by default?
A: No, it currently displays all related cases, regardless of whether
the relationship is current. A request was made to add a toggle or column to
identify/filter for "current" relationships.
Q: Can the
default number of displayed cases in the directory case tab be increased and
retained per user?
A: Yes, user configuration can control the number of displayed results.
This setting is remembered per user.
Notifications
Q: Can
users sort their notifications in STAC 3 like they could in STAC 2?
A: Not yet but sorting functionality is planned.
Q: Is it
possible to forward notifications to other users?
A: Not currently, but a feature request was submitted to enable
forwarding with optional notes or escalation logic.
Q: Can
users manually create a new notification in STAC 3?
A: Not yet. Manual notification creation (as available in STAC 2) is a
requested feature.
Q: Can
notifications assigned to inactive users be automatically forwarded to new
users?
A: Currently, this automation exists for some items (like image reviews
and calendar items) but not for all notification types. This behavior is being
reviewed for possible automation.
Q: Why do
notifications sometimes go to inactive users?
A: default notifications (e.g., upgrade notices) are filtered for active
users, but CIP will investigate specific cases if that doesn't appear to be
working.
Request
Module
Q: Can
users reassign requests directly from the “My Requests” page without opening
the case?
A: This functionality was requested. While it’s technically feasible,
concerns about tracking changes and bulk updates. A full reassignment feature
with audit tracking is being considered for future redesign.
Calendar
Access
Q: Will
users be able to view other users’ calendars in STAC 3 like they did in STAC 2?
A: This is not planned for Beta 4, but it's under consideration. A
filter may be added to show only STAC-specific appointments when viewing
another user’s calendar.
Merging
Documents & UI Behavior
Q: Can
clicking on a document description automatically select it during merge?
A: Not currently, due to inconsistencies in how checkboxes work across
screens. However, improvements are being implemented in Beta 4 to support this
behavior in some merge screens.
Relationship Tab
Q: Will
the “Current” relationship checkbox default to checked in STAC 3 (as it does in
STAC 2)?
A: Not currently, but this behavior will be changed to match STAC 2 by
defaulting to "Current."
Directory
Validation
Q: Does
STAC 3 provide a popup warning for duplicate driver's license (DL) entries like
in STAC 2?
A: This feature is intended but appears to be inconsistent. validation
occurs when updating a directory, and is checking creation behavior.
Q: What
other fields trigger duplicate entry warnings?
A: Fields include Social Security Number, DL (with state), bar number,
badge number, and others.
Charge Numbering
Q: Does
STAC 3 automatically resequence charges after one is removed?
A: No, not currently. In STAC 2, charges renumbered automatically. This
behavior is expected to be restored, pending confirmation of configuration
settings.
Directory
Defaults
Q: Will
e-service and discovery methods default for attorneys/officers in STAC 3 like
in STAC 2?
A: Not yet. CIP is considering allowing configuration of default methods
per office after completing UI work.
Q: When
adding a new address, will it default to "Main" like it did in STAC
2?
A: This change is scheduled for inclusion in Beta 4.
Knowledge
Base and Community Involvement
Q: How can
users contribute to the STAC Knowledge Base and community help center?
A: Users are encouraged to participate by commenting, suggesting
features, and sharing tips on the CIP community portal and help center.
From 8/6/2025 Collab:
Case
Assignment History Visibility
Q: Can users
view ASA assignment and case status directly in the directory card without
expanding each case row?
A: Not currently. The directory card requires manual expansion of each
row to view details like ASA and case status.
suggested an
alternative: creating a report that lists prior cases with detailed info (ASA,
arrest date, etc.), which could be printed or attached to the packet.
Automatic
Pop-Up of Prior Cases During Case Entry
Q: In STAC
3, do prior related cases automatically pop up during case entry like in STAC
2?
A: This functionality should exist, but noted it’s not working
consistently in STAC 3.
CIP will
investigate and confirm whether the pop-up for prior cases on reused directory
entries is missing or not displaying as expected.
Directory Leave Entry Error
Q: Why
can't users add leave entries for a directory record that has events in STAC 3?
A: This is due to a misinterpreted message. STAC 3 incorrectly blocks
adding leave when events exist. This is being fixed in Beta 4.
Directory
Editing During Case Entry
Q: Can
users update an existing directory record when adding it during case entry in
STAC 3?
A: Not yet. A new feature in Beta 4 will allow users to update
addresses, phones, emails, and profiles during directory search in the case
wizard or relationship tab. Permissions will follow existing directory editing
rules.
Character
Limit on Disposition Field in Case Wizard
Q: Why is
there a character limit on the disposition box in STAC 3?
A: The current 100-character limit is unintended. It will be increased
in Beta 4.
Font and
Display Settings
Q: Can
users change font size and color contrast in STAC 3?
A: A user-level resolution configuration is coming in Beta 4 to allow
for better control of display settings. Dark mode and more themes are future
goals but not prioritized yet.
Case Notes
Formatting
Q: Will
STAC 3 support more formatting options in case notes (bullets, font size,
highlight removal, spacing)?
A: Yes, more features are planned for future releases. For now:
Shift+Enter allows single-line
spacing.
Highlighting can be removed using
a white or near-background color, but visibility issues exist due to the
current yellow background.
More editing tools may be
introduced later, depending on priority and capacity.
Image Tab Lag and Preview Issues
Q: Why is
there a lag or incorrect preview when filtering images or switching folders in
STAC 3?
A: This is a known issue with the image preview not refreshing properly.
Fixes are included in Beta 4, particularly for scenarios where filtering or
switching folders still displays the prior document.
Image
Review - “Fit to Width” Inconsistency
Q: Why
does the ‘Fit to Width’ option sometimes display two pages or resize improperly
during merge or preview?
A: This behavior has been addressed in Beta 3, with further fixes
pending in Beta 4, especially in pending review and image merge screens.
STAC 2/3
Upgrade Dependency
Q: Do STAC
2 and STAC 3 need to be upgraded together?
A: You must upgrade STAC 2 before STAC 3, but they no longer require
simultaneous upgrades.
From 8/13/2025 Collab:
Alias Display on Directory Cards
Q: Why
does the alias section on the directory card sometimes show “1 alias” but
display no alias details?
A: Currently, the directory card displays only the person that the
subject is an alias of, not the list of people associated as aliases. To view
the full alias list, users must go to the full Directory tab. CIP is reviewing
this for possible UI improvement to show all associated aliases and support
expansion of individual entries in future versions.
Tabbing Issue in Directory
Q: Why
does the tab key skip fillable fields on the directory entry screen and jump to
“New Directory”?
A: This is a known bug in tab navigation. The tab sequence currently
jumps from “Name Search” to “New Directory,” skipping key input fields. This
will be addressed in a future patch.
Directory Field Validation (Symbols in Names)
Q: users
can bypass name entry validation by starting a name field with a space, period,
or comma, will this be fixed?
A: Yes. CIP confirmed that entering a space, period, or comma as the
first character in a name field currently bypasses validation. A fix is being
evaluated to restrict these characters as the first or only entry while still
allowing legitimate name formats like “T.J.” or hyphenated names.
Downloading Multiple Files (STAC 3)
Q: Why is
downloading multiple files from STAC 3 producing confusing folder structures in
the ZIP file?
A: When selecting multiple files in the image tab and downloading them
as a ZIP, STAC 3 currently:
Names the ZIP folder as
images.zip rather than using the case number.
Embeds files inside multiple
subfolders (e.g., folder > subfolder > image), which can confuse end
users.
This differs
from STAC 2, which used the SAO number and subtype in file naming. CIP is
reviewing current naming conventions and may apply a configuration that aligns
ZIP file names with agency case numbers and streamlines folder hierarchy.
File Download Naming Convention
Q: Can
downloaded ZIP files be named after the case number instead of
"images"?
A: Possibly. CIP believes the current naming is tied to a configuration
setting related to image type or subtype. They will confirm whether this can be
changed in future versions to better reflect the case number in the download
filename.
Knowledge
Base Access & Permissions
Q: Will
the STAC 3 Knowledge Base be accessible to general users, and will it include
separate views for admins and users?
A: CIP is exploring options to make the knowledge base more accessible,
possibly from within STAC. However, they want to ensure security, privacy, and
clean separation of administrative content. While a user/admin split is not yet
available, it's under consideration.
Ticket Sharing
Q: Can
circuits view tickets submitted by other circuits?
A: No. Each organization can only view its own submitted tickets. For
broader awareness of common issues, CIP will use Announcements and Community
Discussions within the knowledge base, not open ticket viewing.
SA/PD Segmentation in Community Forums
Q: Will
there be separate sections for State Attorney and Public Defender offices in
the STAC 3 community forum?
A: Possibly, but not initially. CIP wants to avoid fragmenting
discussion while usage is still low. If engagement increases and user needs
justify it, they may add SA/PD-specific spaces later.
Future Goal: Embedded Knowledge Base Access
Q: Will
users eventually be able to access the knowledge base from within STAC itself?
A: Yes. This is a long-term goal. CIP wants end users to be able to view
help articles directly from STAC 3, improving accessibility and reducing
reliance on external links.
From 8/20/2025 Collab:
(Release Notes for BETA 4 Reviewed)
Reset
Button Configuration
Q: What
does the new Reset button do in STAC 3?
A: The Reset button allows users to clear all their personalized
configurations and revert to the default setup. This is useful for
troubleshooting or starting fresh.
Case Transfer Wizard
Q: What is
the new Case Transfer Wizard?
A: It’s a workflow tool for changing a case’s type or location. When
doing so, users can simultaneously add events and relationships (not limited to
four). It streamlines transitions like felony-to-misdemeanor with updated
parties and actions.
Delete
Charge Sequence
Q: Can
users delete a charge sequence in STAC 3?
A: Yes. A new option on the Charge tab allows deletion, following the
same validations as STAC 2 (e.g., no disposition present, not the only charge).
Microsoft
File Previews
Q: What
file types can be previewed in STAC 3 without downloading?
A: Excel, PowerPoint, and email (MSG) files can be previewed as PDFs.
However, OCR and previews for charts/images may have limitations. Large files
may take longer to load.
PDF Redaction and Search
Q: What is
new with PDF redaction in STAC 3?
A: STAC 3 introduces native PDF redaction without needing Adobe. Users
can redact manually or use keyword search (case-sensitive or not). Redacted
files are overwritten, not duplicated, and prevent OCR/search on redacted text.
The redaction tool is available in the image tab, preview, and image review
screens.
Score Sheet Enhancements
Q: What’s
new in the Score Sheet section?
A: Two functions:
Duplicate:
Copy the current score sheet for
the same case.
Import:
Pull in data from other cases
for the same defendant.
Q: Will
there be an option to add a score sheet “for current case only”?
A: This is under review for future implementation.
Subpoena
Tab Functionality
Q: What
can users do in the new Subpoena tab?
A: Edit, delete, and serve subpoenas directly—same as in STAC 2.
Previously this was view-only.
Outbox
Search Improvements
Q: What
enhancements were made to the Outbox search?
A: Users can now search across users and cases, see full email details
including attachments, and use new filters like appointment start date.
Hotkeys
and Navigation
Q: What
hotkeys were added in STAC 3 Beta 4?
A:
Alt+A
– Add
Alt+M
– Modify
Alt+X
– Delete
Alt+N / Alt+P
– Next/Previous in wizards
Alt+C / Alt+S
– Cancel / Save
Also: Pressing Enter now triggers searches.
Directory
Enhancements
Q: Can
users edit directory entries while adding relationships?
A: Yes. Right-clicking on a directory entry during relationship
assignment allows editing of addresses, phones, emails, and profile details
(with permissions).
Q: Is the
“Main” flag now defaulted on address/phone entries?
A: Yes. This change ensures consistent defaulting of “Main” for
address/phone in both the wizard and the directory.
Multi-Selection
Improvements
Q: How do
multi-selection features work now?
A:
Ctrl+Click
– Select individual items
(checkboxes appear).
Shift+Click
– Select a range.
Click (without Ctrl)
– Clears selection.
Users can preview selected cases
by clicking inside the list.
Keyboard arrow navigation is
planned for a future version.
Document
Redaction, Merge, and Auto-Save
Q: Can
users redact and merge PDFs without Adobe?
A: Yes. Redaction now supports keyword search, manual redaction, and is
preserved as a new image record (overwriting the prior).
Q: Does
STAC 3 auto-save documents during editing?
A: Yes. It keeps a backup draft so users can restore it if they close
the browser unexpectedly.
Image Tab and Deduplication
Q: What is
the new deduplication tool in STAC 3?
A: STAC 3 now tags image/document files with a unique identifier. Files
sent through Link Parser or merged in STAC 3 can be flagged as duplicates and
reviewed using a new report: “Duplicated Image by Case.”
Score
Sheet - Prior Record Entry
Q: Are
statute numbers required for prior records?
A: Currently yes, but CIP is reviewing this. Users requested that
statute numbers not be required for generic entries like “Various
Misdemeanors.”
Case Wizard / Charge Description
Q: Why
doesn’t the charge description show during case entry?
A: It was an oversight. Rafael confirmed it will be added back in the
next version.
Image
Management
Q: Can
users delete multiple images at once?
A: Yes. Select multiple images (Ctrl+Click) and delete or delete entire
folders. A performance indicator for deletion is being considered.
UI &
Formatting Fixes
Q: What
formatting and display issues were fixed in Beta 4?
A:
Wrapping/fixed headers in Notes
and Comments
Inactive charge variables no
longer appear
Directory dropdowns filter
correctly
Scrollbars and UI elements in
Score Sheet fixed
Hyperlinks in reports now
functional using dbo.PageURL
Summary tab headers and
formatting improved
Case card now includes UCN field
Report Hyperlinks
Q: How do
we get working hyperlinks in reports?
A: Use the new dbo.PageURL function to create links to Directory or Case
pages. STAC will open them in the correct environment (STAC 2 or STAC 3).
Tab
Duplication Behavior
Q: Why
doesn’t duplicating a tab preserve the full case list?
A: Currently, only the selected case carries over. CIP will investigate
if list persistence is needed based on workflow use cases.
Content
Search Enhancements
Q: Is
OCR-powered content search improved?
A: Yes. Beta 4 resolved preview and search glitches added better error
messages for unsupported file types, and clarified search behavior for scanned
vs. native PDFs.
Document
Editor Updates
Q: What’s
new in the document editor?
A:
New ruler bar added (being fixed
if not visible)
Improved copy/paste handling with
underlined signature variables
Better support for checkboxes and
line elements
Auto-save for edited documents
Merge behavior updated for email
vs. paper delivery distinctions
Score
Sheet Functionality
Q: Will STAC 3 have an option for “New Score
Sheet – Current Case Only”?
A: As of Beta 4, STAC 3 does not offer
the “New – Current Case Only” option that exists in STAC 2. Currently, users
can only choose between:
New Score Sheet
– includes charges from all
open/pending cases (Section II) and prior convictions (Section IV)
Duplicate
– copies an existing score sheet
from the same case
Import
– imports a score sheet from
another case for the same defendant
There are no
plans to add “Current Case Only” in the next release, but the team may
reconsider based on user demand. For now, the workaround is to manually delete
unrelated charges after generating a score sheet.
Q: Why is
the “Current Case Only” option important?
A: This option allows attorneys to
generate a score sheet that includes only the charges for the current case
(e.g., Case A), even if the defendant has other open cases (Cases B and C).
This is commonly used when a plea or sentencing occurs in one case
independently of others. It reduces confusion and avoids the need for manual
cleanup of unrelated charges.
Q: What is
the workaround if I only want a score sheet for one case?
A: Create a new score sheet, then manually
remove all additional/pending charges and prior records that aren’t
applicable to the current case. This isn’t ideal but allows the user to
complete the task.
Q: What
are the known issues when entering Prior Records or Additional Offenses in STAC
3?
A:
Additional Offenses
: The “Add Additional Offenses”
section does not allow users to enter an Incident Number or “Reopen
as” information.
Statute Number Required
: In both Additional Offenses and
Prior Record, users must enter a statute number—even when:
A generic label like “Various
Misdemeanors” is preferred
The statute is out-of-state
The statute is not in the local
table and likely won’t be reused
In STAC 2,
this was not required, and attorneys often entered general descriptions without
linking a statute.
Q: Can
Score Sheets be used with multi-select case lists?
A: No. The Score Sheet module in
STAC 3 supports only single case selection at this time.
Q: Is CIP
reviewing these score sheet issues?
A: Yes. The STAC development team
confirmed they are reviewing:
Required field logic for statute
numbers
Entry fields for Incident Numbers
and “Reopen as”
Possible reinstatement of the
"Current Case Only" option
From 8/27/2025 Collab:
Navigation
& Interface
Q: Why
wasn’t the Table of Contents showing on the CIP Learn page?
A: The user had the page in “Reader View,” which disables certain
elements like the Table of Contents. Once switched out of Reader View, the TOC
displayed correctly.
Q: Is the
new chatbot functional and where is it located?
A: Yes, a new chatbot (Lexi) has been
implemented in CIP Learn. It can answer questions based on articles published
by Giovanna and others. The more feedback it receives, the more it improves.
Reports
& Crystal Reports Behavior
Q: Can we
export reports in RTF to allow manual redaction of some note content?
A: Currently, reports can be exported and edited in Word, but the system
doesn’t support saving edited content back into STAC. A feature request was
noted, but there was also discussion around refining note types to avoid
exporting sensitive information.
Q: Why do
hyperlinks in STAC 3 reports open in the same tab and cause the user to lose
their place?
A: STAC 3 uses Crystal Reports, which controls rendering behavior. When
a user clicks a hyperlink in a report (rendered as HTML), it opens in the same
tab by default. This causes the report view to disappear when using the
browser's back button, requiring a re-run of the report. The workaround is to
right-click and open the link in a new tab.
Q: Can
STAC 3 reports be configured to open hyperlinks in a new tab automatically
(e.g., target="_blank")?
A: Possibly — but this behavior must be configured inside Crystal
Reports itself, not in the STAC application. CIP acknowledged this is not
currently supported, but may be achievable within Crystal’s hyperlink settings.
They will explore whether this can be implemented using Crystal’s
“target=_blank” equivalent.
Q: Are
STAC 3 reports rendered in HTML or PDF?
A: By default, most reports in STAC 3 are rendered as PDF, not HTML.
While some reports are coded to be HTML, the system still defaults to PDF
rendering unless changed explicitly. This can limit functionality like
clickable links or in-browser interactivity.
Q: Is HTML
rendering of Crystal Reports on the roadmap for STAC 3?
A: No, not at this time. Although CIP is assessing the feasibility of
allowing HTML-rendered reports, it is not on the current development roadmap.
There is no timeline or guarantee it will be implemented. Users who relied on
HTML rendering in STAC 2 (for functionality such as clickable case numbers or
better formatting) may experience limitations in STAC 3 until further changes
are made.
Directory
& Relationship Add Behavior
Q: Why
does STAC 3 say “You’re about to abandon the directory” even when a directory
entry was saved?
A: This message appears when the user doesn’t save associated
address/phone info. The directory saves, but the system prompts the user due to
missing related data. CIP acknowledged that the wording may need to be improved
for clarity.
Q: Can
STAC 3 auto-tab from area code to the rest of the phone number like STAC 2?
A: This is not currently implemented in STAC 3, but it will be reviewed
as a possible enhancement.
Image Tab
Issues
Q: Why
does sorting by date/time in the image tab sometimes reverse the order
unexpectedly?
A: There’s a bug where sorting works correctly for the date but reverses
the time within the same day. This does not occur in the Event tab. CIP will
investigate.
Q: Why is
the zoom icon view distorted on the image tab?
A: Preview alignment and file name positioning issues were observed. CIP
confirmed and is reviewing.
Q: Why
can’t some images (e.g., JPGs from Link Parser/CIP Portal) be printed directly
in STAC 3?
A: If a file isn’t in local storage, print options may be disabled. CIP
is investigating case-specific print behavior for images uploaded through Link
Parser.
Q: Can
undo rotate or counterclockwise rotate be added in PDF viewer?
A: Yes, these options are under review for enhancement. Currently, the
rotate function requires three steps to return to the original position.
Downloads
Q: Why
does downloading certain video/media files fail or delay from the image tab?
A: If the download doesn’t trigger properly or shows an error, users
should submit a ticket with the specific case and record. It may be
record-specific and requires investigation.
Case List
Features
Q: Will
STAC 3 add a "Clear List" button like in STAC 2?
A: This is under consideration. Several users (SAO15, SAO16, SAO19)
supported the request. It helps when users forget to turn off “Add to List” and
want to reset quickly.
Q: Are
there any workarounds for clearing the case list in STAC 3 currently?
A: Currently, the only workaround is:
Manually select all entries.
Use “Remove from List.”
Or toggle off “Add to List,”
search again, and toggle it back on.
Search
Experience
Q: Can
search filters in tab views be retained instead of resetting each time?
A: CIP is reviewing this request. Retaining filters between tab views is
a known backlog item.
Q: Can the
search box retain focus in STAC 3 like in STAC 2?
A: This is on the backlog. Currently, STAC 3 forces the user to click
back into the search box when modifying a search string.
CIP Portal
& Hosted Storage
Q: Can
open case files (e.g., ZIPs, MP4s, JPGs) be uploaded to CIP cloud storage for
discovery?
A: CIP currently only uploads files from closed cases. Requests to
upload additional file types on open cases can be considered but must be
submitted as specific tickets. CIP reiterated this is not planned broadly due
to resource considerations.
Document
Merge & Save Behavior
Q: When
merging multiple documents and exporting to Word, can changes be saved back
into STAC 3?
A: No. Just like STAC 2, once exported, the concatenated file is
disconnected from STAC and cannot be saved back into the system.
Configuration
& Permissions
Q: Why can
users change last names in STAC 3 when this was restricted in STAC 2?
A: This is a bug, not a configuration issue. CIP is aware and will
address it.
Q: When
will user permissions/security configurations from STAC 2 transfer to STAC 3?
A: Security settings and other admin configurations will be one of the
last items migrated due to their limited user impact.
Cleanup
& Admin Issues
Q: Why is
deleting a case in STAC 3 timing out?
A: This is a known database-level issue affecting both STAC 2 and 3. CIP
is investigating locked delete statements and processing delays.
From 9/3/2025 Collab:
Image
Review / Hyperlink Functionality
Q: Why
don’t embedded hyperlinks work in email messages when viewed in STAC 3’s image
tab?
A: In STAC 3, email messages are converted to PDFs, which disables
interactive hyperlink functionality. To access the original clickable content,
right-click the image record from the grid view and choose Download. This
preserves the original format and allows hyperlink access. The preview pane
does not support this behavior.
Copying
Comments from Events
Q: Why
can’t users right-click to copy text from the Event Tab comments in STAC 3?
A: In STAC 3, right-click actions are overridden by STAC's custom
context menu. To copy text from an event comment, users should use keyboard
shortcuts like Ctrl+C or open the case card or detail view, which allows
standard browser right-click copy functionality.
Selecting
Inactive Directory Records During Case Entry
Q: Can
users select inactive directory records when creating cases in STAC 3?
A: Yes, this is a known bug. Even when filters are set to display only
active records, the search still returns inactive or terminated entries. CIP is
working on a fix for a future release to ensure filters and dropdown behavior
are aligned.
Relationship Tab – Display Cutoff
Q: Why
does the Relationship tab sometimes cut off information and only show the name?
A: This occurs when the screen is not in full-screen mode. STAC 3’s
responsive design limits visible content in smaller window sizes. Switch to
full-screen to see full relationship details. Resetting user settings may also
help.
Disposition
Actions Missing or Overloaded
Q: Why are
some users unable to select certain disposition actions (e.g., "Not
Pros") in the Dispose Case wizard?
A: There may be a configuration or correlation issue related to case
type and disposition action mapping. This is being investigated. Some offices
report seeing too many options (e.g., including VOPs), which may be due to
misconfigured filters or queries.
Directory
Compression Behavior
Q: Can
directory compression in STAC 3 be instant like in STAC 2 instead of overnight?
A: Currently, STAC 3 performs directory compression overnight to avoid
performance impacts. Multiple circuits (SA19, SA12, SA03, SA15, SA3, SA16)
have requested This change.
CIP
is evaluating the request and may introduce instant compression in a future
version.
Image
Review – Sorting by Division & Status
Q: Can
users sort the image review list by both division and status to route catch-all
cases more easily?
A: Not currently. Division is not available as a column in the image
review list. CIP is reviewing whether this enhancement can be added, since
division routing is critical for offices that rely on administrative review for
unassigned images.
Image Tab
Navigation Behavior
Q: Can
users click “more” to expand image lists in STAC 3?
A: Not reliably. The "more" link sometimes navigates to a
single image rather than showing the full list. Users may need to manually
click into the Images tab from the case screen to view the complete list of
images
Open
Multiple Cases from Image Review
Q: Can
users right-click and open multiple selected cases from the image review
screen?
A: Not yet, but the feature request has been logged. Users currently
need to open each case one at a time.
Bulk
Printing from Image Tab After Merge
Q: Is
there a way to print all merged documents in one step from the image tab
without exporting to Word?
A: No. The current process requires users to export to Word before
printing. CIP is reviewing whether a direct print option can be added.
Can users
add email addresses through the “More” option in relationships?
Q: Can
users add an email address via the "More" menu when right-clicking a
relationship?
A: Currently, only phone numbers and addresses can be added. CIP is
reviewing whether the option to add email addresses can be included, while also
considering how to avoid cluttering the menu.
Selecting
Future Dates for Subpoenas
Q: Can
users choose which future hearing date to include when generating subpoenas?
A: Not easily in STAC 3. The system currently brings the latest hearing
date by default, and users must manually change it. Unlike STAC 2, which showed
all options, STAC 3 lacks this dropdown or multi-date visibility. CIP is
exploring improvements.
Tabular View & Display Options
Q: Is
there a plan to bring back the tabular view option in STAC 3?
A: No, there are currently no plans to reintroduce the tabular view. The
team is focusing on optimizing the existing layout rather than supporting
multiple display modes.
Can the
Agency Report Number be added to the case header display?
Q: Can the
agency number (report number) be added to the header display in STAC 3?
A: Not at this time. CIP is intentionally limiting the header display to
essential fields to preserve screen space. The agency number is already
available on the case card and case search list. Adding it to the header may
create clutter, especially on smaller screens.
Column
Height & Spacing Adjustments
Q: Can
users resize rows or preserve increased column height for easier hyperlink
clicking?
A: No, row height is not preserved when navigating away and back. Users
can increase column width to make it easier to click on dense or overlapping
text. Persistent height resizing is not currently supported and may affect
performance or layout consistency.
Leave Entry Time Defaults (AM/PM Bug)
Q: Why
does the leave request form default to AM even when PM is selected?
A: This appears to be a bug related to time input handling. In the demo,
a user selected 11 PM but the system interpreted it as 11 AM. Additionally, the
appearance of “23” (military time) in a standard AM/PM dropdown is unexpected.
CIP has noted this for review.
Soundex
Search Functionality
Q: Is
Soundex (fuzzy spelling search) still available in STAC 3 for names?
A: Yes, Soundex-style behavior is still included under keyword search,
but some users may not be aware of it. CIP confirmed it exists in directory
search and is working to clarify its presence in case keyword search as well.
Circuits that rely on Soundex (e.g., circuits with Spanish/Creole names)
emphasized its importance for reception staff.
Assignment
Approval Rights Not Working
Q: Why
can’t attorneys approve documents in the assignment workflow in STAC 3?
A: This is a known bug caused by a dependency on the Assignment
Administrator screen permission. If this permission is not granted, users can’t
approve assignments, even their own. CIP is removing this dependency in the
next release. For now, enabling "Assignment Admin" grants approval
rights, but also allows approval of all users’ assignments (not ideal).
Assignment Workflow vs. Image Review
Q: Should
we use Assignment Workflow or Image Review for internal document approvals?
A: Either can work. Image Review and Assignment Workflow both allow for
routing and user action without restricting discoverability or sharing. Some
Circuits use Assignment Workflow so attorneys can approve documents before
they’re sent out. CIP recommends whichever process best fits your circuit’s
workflow, provided it avoids unnecessary complexity.
Deposition
Module & Transcript Integration
Q: Is the
Deposition Recording Module still available in STAC 3? Can we run transcript
analysis on it?
A: Not yet. The Deposition Recording Module is not yet integrated into
STAC 3 but is on the roadmap. CIP plans to enhance it by combining it with the
CIP Portal’s Zoom-based Conference Module, allowing scheduling, recording, and
transcription directly in STAC 3 for meetings, depositions, or interviews.
STAC 3
Upgrade Notes (Cloud-specific)
Q: What
should circuits do to upgrade STAC 3 if they’re on cloud deployments with
restricted script execution?
A: CIP is aware of cloud-restricted environments that block automated
upgrade scripts. For these circuits, the CIP cloud team will coordinate a
manual upgrade process. A simplified installer may be available in the future,
similar to STAC 2’s downloadable upgrade package.
Knowledge Base Navigation Bug
Q: When
clicking “more” on an image or entry in the STAC 3 Knowledge Base, why does it
only show the top item rather than the full list?
A: This is a known issue with the STAC 3 platform UI. When clicking
“more,” it currently jumps to the first or last item rather than expanding the
full list. CIP is checking with the platform vendor to see if it can be
corrected in a future version.
From
9/10/2025 Collab:
Patch 4.2 & Stability
Q: Do we need to install the Beta 4.2 patch?
A: Yes.
It addresses case-delete timeouts, PDF preview “spinning wheel” caused by
layered previews, and other stability items. Some DB hotfixes are being applied
individually (no full downtime).
Q: Case deletion was timing out, was this fully fixed?
A: Yes.
Remaining issues after 4.1 were addressed in 4.2 plus targeted DB procedure
updates per circuit.
PDF Preview / Merge
Q: Why did some PDFs crash the preview with an endless spinner?
A: Certain Word templates produced PDFs with invalid metadata; the enhanced PDF
viewer (for highlights/redactions) couldn’t render them. Records were saved,
this was strictly a preview/UI failure.
Q: Do already-merged PDFs still crash?
A: Yes,
previously merged PDFs with invalid metadata will continue to crash the viewer.
Q: What are the current workarounds to “heal” affected PDFs?
A:
Open
the PDF in Adobe Reader → Print → choose Microsoft Print to PDF → save →
replace the file on the file server (keep same filename/path); or
(Last
resort) Delete the image record and re-merge (not preferred due to record
loss).
Q: Can we estimate how many documents are impacted?
A: You
can approximate by locating cases that used the offending template(s) since the
preview enhancement, then querying those image records. Precision is limited
(STAC 2 vs 3 merges aren’t always distinguished).
Q: Do we need to change Word templates?
A: Not
broadly. The issue was in the PDF metadata produced during merge+preview. If a
specific template consistently recreates the issue, review it for unsupported
fields/macros/embedded elements.
Dashboard & Widgets
Q: Can agencies edit or build dashboard widgets themselves?
A: Not
currently. Dashboards are CIP-maintained to protect performance/consistency.
Future tooling is under consideration but not on the current backlog.
Q: Why do “My Hearings Today/Upcoming” include cases where I’m not the
trial attorney?
A: Widgets list hearings for cases where the user holds any current
relationship (e.g., filing, trial, secretary), not filtered by specific
relationship type.
Q: Can we filter widgets to exclude filing attorneys (FASA) and only
show trial attorneys?
A: Not
at this time. Team is exploring broader solutions for “current responsible
attorney” without heavy/performance-risky SQL.
Q: Division Chiefs see all hearings for their division; can they filter
to a specific ASA?
A: Technically feasible but not planned in the current sprint; request is logged
as a potential enhancement (e.g., ASA filter in “Cases Set for Hearing”).
Q: Resizing a widget only resizes the container, not the grid
content—and column order resets on refresh. Can those persist?
A: Persistence of column order/size is not guaranteed now. Team will investigate
feasibility of saving grid layout preferences.
Notes Module
Q: Tables I insert in a Note don’t “stay” when saved—why?
A: The
table renders in Preview on the right. The stored note content displays with
formatting appropriate to the note viewer; use Preview to verify layout.
Image Review
Q: Multi-select “Add Reviewer” deselects items after save and can be
confusing, is it a bug?
A: Current behavior applies the change but may clear the selection, which can feel
disruptive. Report any inconsistent apply/not-apply cases with steps/video.
Q: We often transfer review to another person (not add extra reviewers).
Can we have a “Transfer Reviewer” action?
A: This
use case is common. A dedicated Transfer action (reassign without Stacking
logs) is being considered to reduce log noise and clicks.
Q: The button still says “Review” when multiple is selected; can UI
better reflect multi-selection?
A: Noted. Action applies to all selected items even if preview shows one.
UI/affordance improvements are under consideration.
Case/Directory Cards & UI
Q: Can we drag/move the Case/Directory pop-out cards, not just minimize?
A: Not
currently. Please capture scenarios where movement helps; team will assess
consistent behavior with other movable panels.
Q: Sending an image by email doesn’t preselect a template like STAC 2
did.
A: A
configuration option to define default message templates is planned.
Directory & Data Entry
Q: Pasting entire address blocks works for Address/City, but dragging to
ZIP fails—why?
A: ZIP
is a numeric field with live validation that blocks certain drag behaviors.
Cut-and-paste works, typing works.
Q: Directory → Leave tab: We couldn’t save leave unless we typed in the
Comment field.
A: Known
bug; fixed in the next version.
Workaround: Enter any
character (e.g., “.”) in Comment, then Save.
VOCA Summary (Custom Query)
Q: Our STAC 2 “VOCA Summary” doesn’t show in STAC 3 Summary.
A: Likely a query/port mismatch. Please open a ticket with the query and example
case; CIP will assist mapping it into STAC 3.
From 9/17/2025 Collab:
Dashboard & Reports
Q: Is the STAC 3 “Dashboard” the same as STAC 2’s dashboard reports?
A: No.
In STAC 2 “dashboard” = published Crystal reports. In STAC 3 “Dashboard” = a
programmable, drill-down UI (significant dev effort; not a drop-in SQL/report).
Q: Can we disable (hide) the STAC 3 Dashboard to reduce attorney
confusion?
A: No
current switch. Team prefers engaging admin leadership to align on purpose vs.
simply hiding; a flag may be considered, but non-participation risks falling
behind as the tool evolves.
Q: Will STAC 3 provide lots of out-of-the-box reports (like BOMS)?
A: Goal
is robust system-provided widgets/reports to reduce reliance on ad-hoc SQL
(which is fragile and hard to validate).
Search, Filters & Multi-select
Q: After I filter a tab (e.g., date range), can that filter persist
when I move to the next case?
A: Today, sorts/groups persist; filters reset on case change (to avoid “where did
my records go?” confusion). Team will revisit preserving filters; internal
discussion planned.
Q: Multi-select keeps closing if I click outside, can it stay open?
A: Use
Ctrl for multi-select and Shift for ranges (Outlook-style). Behavior
documented; team will review UX polish.
Document Editing (Word Pane) & Export
Q: Do we have full Word feature parity (e.g., footnotes)?
A:
Browser editor won’t match full desktop Word. Features will grow but set
expectations accordingly.
Tip: Alt+Ctrl+F
inserts a footnote now; a visible button is being considered.
Q: Can attorneys “Save As” to work locally?
A: Yes.
Export from the grid/right-click. Changes made to exported files do not sync
back. Beta-4 includes a crash/timeout restore safeguard for in-browser edits.
Case Status & Events
Q: In STAC 2, adding an event to Open & Active prompts
“Reactivate?” with Yes/No; in STAC 3 cancel blocks the action. Can we proceed
without reactivating?
A: Team
will review allowing No to proceed while keeping Open & Active
New Case Wizard & Screen Layout
Q: Why is Division on screen 2, not screen 1? Can we move it or
require it?
A: Division can arrive from clerk exchange and is populated between screens 1→2.
Putting it on screen 1 blocks import. You can make it required via config, if
business rules permit (some offices can’t require it at intake).
Q: Arresting agency entered on screen 1 doesn’t show on Relationships
until save—bug?
A: Intended. It prevents desync between the two areas. Save before expecting it on
Relationships.
Q: Directory add inside the wizard sometimes “loses” saved
address/phone.
A: A
known UX issue (save button placement/scroll). Fix coming next version: open
directory in a dedicated dialog (same as the tab) to force Save/Cancel before
returning.
UI, Theming & Accessibility
Q: Users say there’s too much white space / hard to follow tabs.
A: STAC
3 offers per-user control: move toolbar (top/left), collapse panels, reorder
columns/tabs, resize columns (state is saved).
Improvements
under consideration:
clearer tab outlines, optional grid lines,
expanded theme colors.
Q: Can we get XL font size for visually impaired users?
A: On
the roadmap (not immediate, core operational fixes prioritized).
Q: Dark Mode?
A: On
the roadmap with upcoming theme system.
Autocomplete, Consolidations & “Class” Field
Q: Autocomplete in comment fields (ABC) returning?
A: On
roadmap (not removed intentionally; prioritization ongoing).
Q: Consolidations timeline?
A: Expected next version (details forthcoming).
Q: Our office uses Class; can it move to screen 1 and/or be required?
A: Placement: team prefers consistent screen semantics; Class is variably used
across circuits. Requirement: will be addressed in upcoming modernized
customization.
Interim workaround: notification prompting for missing Class.
Directory: Search, Cards, IDs & Compression
Q: Directory quick search only shows last name, can we display more
(first, middle)?
A: The
quick list shows the first 3–4 grid fields from Directory Search Results.
Reorder/configure that list to change what appears. Team will reproduce reports
where only last name shows despite config.
Q: On Relationship » Details, the ID confuses users (they think it’s
Directory ID).
A: That
ID is the record ID for the current tab (e.g., relationship ID), by design.
Guidance/Tip: train users to
open the Directory Card from the name link if they need directory info.
Q: Can the Directory Card show identifiers (DL#, SSN) and/or the
Directory ID?
A: Team
will explore adding an Identifiers section on the card; Directory ID visibility
under review (balance usefulness vs. clutter).
Q: Directory search by badge number, does it search history?
A: Generally, no (search uses current values). SSN/DL may be exceptions; team to
confirm. Badge search is current-only today.
Q: During compression, will duplicate addresses/phones be deduped?
A: Yes,
checks require exact match (type, characters, spacing, punctuation). Small
differences won’t match.
Q: On compression, can brought-over addresses/phones be automatically
end-dated (or end-date in bulk)?
A: Not
currently. Bulk updates carry risk (overwriting unseen values). Team is
considering safe options:
A
right-click “Set end date” for selected items (within one directory).
Adjusting
compression so imported items become historical by default (no assumption
they’re “current”).
Images Tab
Q: In drag-and-drop, category selection text is hard to read (black on
dark) and group rows can be selected.
A: Contrast issue acknowledged; group rows should not be selectable. Visual fixes
planned.
Small UX
Zip/Phone
fields:
cursor can start mid-field if clicked in
the middle; team will enforce focus to start at the beginning of the fields.