STAC 3 Collaboration Meeting Summary 10/15/2025

STAC 3 Collaboration Meeting Summary 10/15/2025

Summary Installer/Upgrades

o New STAC 3 patch/installer was issued after an initial hiccup; updated link sent.

o STAC 2 upgrade changes the DB schema; STAC 3 upgrades only the web app.

o Rule of thumb: Upgrade STAC 2 first, then STAC 3. Upgrading STAC 3 does not take STAC 2 down.

· Platforms

o STAC 3 is a browser app; non-Windows clients are supported (Mac/Linux).

o A small Windows-only “client tools” utility may ship later for niche file-access scenarios; most agencies won’t need it.

· Tickets / Help Desk

o New Helpdesk portal is live. Early bug: new tickets auto-set to Waiting on Customer; fixed.

o Tip: use Comments in the portal to reply (cleaner thread) vs. email replies.

· Feature/UX topics raised

o Event “New Contact” option (legacy shortcut) won’t return; use Add Event and search code/description.

o Merge formatting issues were traced to MS Word Styles in templates (especially when sub-templates are merged).

Note: strip styles to plain formatting where possible.

o Copying names from Directory grid currently can’t select the name text; a fix will allow copy. Teams also asked for better “copy subject line” behavior from the case header (status currently splits the name).

o Image Evidence filter resets when leaving/returning tab in STAC 3; change requested to persist user filter.

o Future dates > 2099:

- Hand-typing year > 2099 doesn’t save; calendar also caps at 2099 in STAC 3. Logged as bug.

- Agencies asked for a durable pattern for purge/destruction. CIP requested each circuit’s purge rules (by case type/sentence) to design a smarter, rules-driven solution (and avoid 12/31/9999 hacks).

o New Case Wizard should detect duplicates earlier (first step) vs. the final step; logged for fix.

o Docs tab: request to add right-click → Edit (for unsent/unedited docs) in addition to the top “Edit” button.

· Translator/Language

o Pop-ups and text-translation behavior will be reviewed. Text translation depends on Directory.Language + Needs Translator. Tickets requested with examples.

Q&A From 10/15/2025 Collab

Is the current STAC 3 installer safe to deploy? What about downtime?

A: Yes. new patch posted. Upgrading STAC 3 updates only the web app; no downtime for STAC 2. You must be on the required STAC 2 (DB) version first.

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Can we use STAC 3 from Macs/Chromebooks/Linux?

A: Yes. STAC 3 runs in the browser and is officially supported on non-Windows clients. A tiny Windows helper may come later for rare file-access needs.

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Where did “New Contact” under Events go (STAC 2 shortcut)?

A: Retired. Use Add Event and type-ahead on code or description. The legacy shortcut duplicated functionality and confused new users. 

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Our merged documents change fonts or styling in STAC 3 but not in STAC 2. Why?

A: It’s almost always Word Styles colliding across the main template and sub-templates (statute blocks, jury instructions, etc.). STAC 3’s server merge is stricter.

Fix: Remove/flatten styles: Clear All formatting, set explicit fonts/sizes in the template body and sub-templates; avoid Normal/Heading styles. Re-test.

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Can we copy a directory name directly from the Directory grid?

A: A bug currently prevents selecting just the name. Fix will enable copy. Workarounds now:

· Open Directory Card (blue toolbar) and copy there, or

· Click Relationship → Details and copy the Name field.

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Our users copy the case header to email subjects, but the status splits the name in STAC 3. Can we improve this?

A: Logged. CIP will explore:

· A “Copy Subject” helper that formats: CLERK# – Defendant First Last – Case Type (no status), and/or

· A context right-click → Copy Subject on the case header.

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Image Evidence: Can filters persist when navigating away and back?

A: Not yet. The tab auto-clears filters to avoid “why don’t I see files?” confusion. Enhancement logged to add sticky filters (per tab/session).

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Why can’t we enter dates beyond 2099 (purge/destruction)? And hand-typing a year doesn’t save.

A: The current date mask caps the calendar and typed years. That’s a bug; fix is planned to allow ≥2100 where policy requires. Next step: CIP requested each circuit’s purge/destruction rules (misd/felony/JV/sex/murder; “+1 year past sentence,” etc.) to implement rules-driven events and prevent risky 12/31/9999 placeholders.

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New Case Wizard: can it warn about duplicate cases sooner?

A: Agreed. It should check on the first step, not at the end. Fix logged.

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Docs/E-File tab: can we right-click → Edit a document?

A: Planned. We’ll add a context menu Edit for documents that have not been sent (emailed/e-filed). Sent docs remain read-only by design.

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Translator alerts: We saw a translator popup on the wrong person, and text messages didn’t translate.

A: Not by design. Please send in help desk tickets with case#, event/doc, directory IDs. Reminder: SMS translation needs Directory.Language set (e.g., Spanish) and Needs Translator toggled; server side (STAC 2 service) handles translation for both STAC 2/3.

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Help Desk: our ticket auto-set to “Waiting on Customer” right after we filed it. Normal?

A: Was a rule misfire. Fixed. Use portal Comments for clean back-and-forth (no giant email threads). You can see all tickets for your agency.

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Can we get parity on “Apply Event Date to all selected cases” in the STAC 3 merge wizard?

A: Not yet; parity request logged. Today you must set the date per case in STAC 3.