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Add-Docket-Entry---Externally-Filed-Documents.md

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Add Docket Entries - External Paper Filings

See Add Docket Entry - Externally Filed Paper Document User Flow

  • Parties may still mail in paper documents to be filed manually by a docket clerk
  • Docket Clerks can access the Add Docket Entry screen from the Actions menu

Scan or Upload

  • Clerks have the option to upload a PDF or to scan documents directly from their desk scanner
  • scanner settings include single-sided, two-sided, and flatbed

Remove PDF

  • Docket clerk can remove a paper filing PDF any time before serving the document
  • After service, PDFs cannot be removed

Add Docket Entry Form

Filing Status

  • Filed - default selection, document will display as "Filed" on docket record
  • Lodged - used for documents that require approval by a judge to be admitted to the record; the docket entry will automatically be appended with LODGED

Date received

  • is displayed on the cover sheet
  • is also used as the Filing Date

Mailing date

  • optional text field
  • is displayed on the cover sheet

Document type

  • Document type select component - user can enter in the event code or document title; matching event codes should be listed first in results

  • On select of a nonstandard document type, additional required fields will display; these fields are needed to concatenate the full document title on the Docket Record

  • Additional Info Line 1**

  • entered text is added to the filings and proceedings on the docket entry

  • If "Add to Coversheet" is checked, this text is also added to the Document Title on the cover sheet

Additional Info line 2

    • entered text is added to the filings and proceedings on the docket entry

Inclusions

  • selections are added to the filings and proceedings on the docket entry
  • Certificate of Service, if selected, is also added to the cover sheet

Who is filing

  • is the party who filed the document, may be one or more
  • Displays in the Filed By column on the docket record

Tracking

  • If checked, document is added to the pending report until manually removed
  • Motions, Applications, Order to Show Cause, and Proposed Stipulated Decisions are automatically added to pending report and this checkbox is hidden

On Save Entry

  • app navigates to Case Detail > Docket record with success message
  • New docket entry is added to docket record as "not served"
  • Document displays in the Docket Document QC > In Progress queue until it is served

Save and Serve

  • Service confirmation modal Displays
  • On serve, the docket entry is added to docket record with served date and parties included
  • Served stamp is applied to coversheet

Incomplete Entries

  • Docket entry can be saved without adding a PDF document as an incomplete entry
  • incomplete entries appear on the docket record with yellow background and yellow pin icon
  • when clerk clicks on document link from docket record, navigates to the Edit Docket Entry screen with warning message displayed
  • Docket Clerk can add the document and save to complete the entry