STAC 3 Collaboration Meeting Summary 10/08/25

STAC 3 Collaboration Meeting Summary 10/08/25

General Updates (reviewed release notes)

• Release & Installer: RC1 demonstrated; an installer issue was found (reports not upgrading correctly). A corrected package will be re-posted. Delete any previously downloaded installer and use the new link for RC1.1
• In-App Document Maintenance: [New] Setup → Configuration → Document Maintenance lets admins create/preview/edit templates, drag/drop variables, and save—no Word/Client Tools required. Editor now shows a ruler.
• Consolidation UI: Right-click → More → Consolidation now includes Consolidate Multiple / Single Defendant (flow unchanged, UI refreshed).
• Widgets & Dashboard: Duplicate widgets blocked on the same page. New widgets: My Open Cases by User Status and My Pending Forms (forms waiting your review).
• Global UX/Parity: Default charge sort = Sequence → Count; bond type/amount decoupled; dropdown clipping fixed; multi-select remains open; bottom-bar Refresh added to all tabs; grids support ↑/↓ to navigate selections; only active types appear in pickers; calendar respects 12/24-hr preference.
• Directory & Email : Full name shows in search; tab order and search focus fixed; validations tightened (no “blank” names; last-name edit lock obeyed). Email fields now allow one Main email plus unlimited CC/Subpoena/Alt Service; validation prevents Main appearing in CC. (Open: confirm whether CC sends with Subpoena.)
• Images/Preview: Carousel layout corrected; zoom scales labels; file size shows decimals; animated previews play; new conversions supported: NEF, HEIF, MJPEG (via CMS/Link Parser).
• My STAC / Merge / Case Info: eService selection fixed; assignment workflow permissions honored; Hyperlink Center multi-download; relationship Name and Type split into separate columns; case card shows missing fields; “Skip Reopen” prompt mirrors STAC 2.
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Circuit Feedback & Issues

SA19
• Redaction box occasionally shifts position after save (example doc shown live).  Action: SA19 to send sample; CIP to reproduce/fix.
Requested: redacted copy should inherit original image comment (also requested by SA12/PD5/SA5).
SA12
Messages: When no case is found from Case tab, user sees “User not authorized for case card.” Request clearer “No case found” message.
Images → Add flow: After typing then mouse-selecting a dropdown, Tab moves focus behind control; arrow-down then Tab works.
Split/Separate Case: Dialog/list should show Case Number instead of internal ID. (Example to be emailed.)
Editor: Asked about grammar checking (commas, punctuation). Current: basic grammar/spell only; recommend Grammarly browser plug-in.
Dashboard filter: User Status filter intermittently disappears until panels are resized; UI polish requested.
Case/Directory Research: Selecting one item still returns all results; longstanding issue.
SA15
Directory Security – Officer Leave: In STAC 2, users could add Officer Leave without full officer directory edit rights. In STAC 3, appears to require full control on directory type + leave. Request finer-grained permission (leave-only).
Communications → Messages: Confirmed you can free-type recipients, enter email/phone and press Enter (ensure channel type matches).
• Plan to test RC1 behaviors post-installer fix.
PD05
• Adoption underway; awaiting Link Folders feature. Also wants comments to carry to redacted copies (matches SA12/SA19/SA5 ask).
PD17 
Onboarded: observing. 
PD05
• Still awaiting Link Folders; no new user feedback this week.
SA03
Noted previously: disposition action list filtering parity (now fixed); sentence wizard auto-opens when disposition code is configured to do so.


 Q&A

Filing – “Filed As” Requirement
Q: Can STAC 3 force “Filed As” like STAC 2 so users can’t bypass it?
A: Yes, via configuration. Mark the Event=Filed-As subtype Required to block bypass. A parity enhancement (default require) is under review.
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Messages – Manual Recipients
Q: Can users manually type an email/phone in the Messages tab?
A: Yes. Type the address/number and press Enter 
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Emails – CC With Subpoena
Q: When sending a subpoena email, do CC emails also send?
A:
TBD. Rafael will confirm whether CC is included for Subpoena/e-Service messages.
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Redaction – Box Position
Q: Why does a redaction sometimes appear in the wrong spot after save?
A: A bug is under investigation; please send the source file so CIP can reproduce and fix. (Issue is related to specific documents, not the redaction tool in STAC)
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Redaction – Carry Comments
Q: Can the redacted copy keep the original image’s Comment?
A: Not today. It’s a requested enhancement and under evaluation.
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Directory – Officer Leave Permission
Q: Can users add Officer Leave without full officer directory edit rights (like STAC 2)?
A: Currently no—STAC 3 depends on directory type control + leave permission.  “leave-only” access is being reviewed.
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Case Search – No Results Message
Q: On the Case tab, why do I see “User not authorized for case card” when no case exists?
A: That message is misleading and will be changed to a clear “No case found.”
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Images – Add Flow Focus
Q: After typing then mouse-selecting a dropdown, why does Tab jump behind the control?
A: Known focus bug. Using arrow-down then Tab works; a fix is planned.
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Split/Separate Case – Display
Q: Can the split/separate case dialogs show Case Number instead of internal ID?
A: Yes—change requested; will update to show case numbers.
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Document Editor – Grammar
Q: Does the in-app editor check punctuation/commas and full grammar?
A: Only basic grammar/spell checks. For advanced grammar, use a browser plug-in like Grammarly.
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Multi-Select – Fast Selection
Q: Is there Select All or Shift-click range for multi-select filters?
A: Not yet; request logged. Where possible, use query arguments to avoid manual selection.
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Dashboard – User Status Filter
Q: Why does the User Status filter sometimes disappear?
A: UI quirk with panel sizing; a fix is in progress.
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Link Folders
Q: What’s the status of Link Folders for PDs?
A: Still pending;  will provide an update
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Installer – RC1 Package
Q: Should we use the RC1 installer we already downloaded?
A:
No. An issue was found. Delete the old file and install from the new link.