UI Design - Registry Correction Flows + Outputs

[tlebedovich]

Correction flow to be used if a QS or Staff member make an error, typo, mistake or omission on an MHR. Anything that should not have been done in the first place.

Working Visual Design Comps:

UI Screens and Outputs

https://www.figma.com/file/c1XC1EUDpWVZ3psm6PPOvV/MHR-Correction-%2F-Public-Amendment?type=design&node-id=194%3A30367&mode=design&t=1e1Tkmuph3HIjtyu-1

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Combine the correction transactions into simplified multi-change flows:

1. Correction - client error or omission
2. Correction - client error or omission

• Outputs for each will display as either "Correction" with reason for correction
• Correction page view will not show liens/errors/unit notes - will only show the sections that can be updated.

Open Items:

• Need to confirm current fees for each type of correction and decide what the new fees would be
• Database should save information saying whether an error/omission was due to staff or client error (this needs to show on the output)
• Will require the creation of a new Correction PDF Forms separating client changes that were errors/omissions and changes that are simple updates/amendments - Kevin would like these separated moving forward

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Tracey - working requirements doc - https://docs.google.com/spreadsheets/d/19exzCNBF82DYu24W8RzQgh-skdNndNX_Rc5cB9f9n7A/edit?usp=drive_link

Fee Rules: Document will be completed when the Fee Decision Note is reviewed by Sinead
https://docs.google.com/spreadsheets/d/1gCKVS01eIin4Rcb95_wPYIs__ZeTuW-vz9WBTqwo-VA/edit#gid=622200535

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Private Zenhub Image

[tlebedovich]

If a home was Exempted due to Non/Residential Exemption in error (Qualified Supplier or Staff exempted the wrong MHR by mistake), and staff have the ability to correct the home's status back to Active;

1. Would we want to keep the original Non/Residential Exemption row in the MHR table and then have the Correction registration appear in the row above?

The issues we would have by keeping it in the row is that if the exemption was done by the qualified supplier, they would still have access to the original exemption PDF output from their table. And also that the public would see history of an exemption done on a home when there shouldn't have been one.

As a standard Registries does not ‘erase’ any records. Even if something was done in error it would remain as a searchable item. The expectation is that those using information are referencing the most recent set of information for decision making purposes. Generally a search would be obtained. The stated concern could be applied to standard changes as well. If we had a transfer of ownership to owner B, and then to owner C, the transfer to owner B would still remain on the Registry and the client could pull that document and try to state that they are the current owner. I am strongly of the opinion we still keep the erreoneously filed row. The ability to add a comment on that specific filing would be valuable and could be used to add context.

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2. I assume we would also want to remove/turn off the latest Non/Residential Exemption Unit Note from search results as well? Hopefully this error would be caught immediately before another exemption is filed on the home, so we could make a rule to remove the most recent exemption unit note.

In this case, since the residential exemption note was added due to a filing, and that filing has been overridden by another exemption, I would expect we would want to remove the unit note from the search. The search should only reflect the most up to date information for exemption and it is not possible to be under residential exemption and non-residential exemption at the same time (to my knowledge).

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3. If such an error did occur, would Staff decide who they want to mail the correction output too? ie they may want to inform the Qualified Supplier who made the error AND the registered owners of the home that was effected by mistake?

If a client (qualified supplier) had made an error and they are sending in paperwork to fix that, the output would be mailed to the submitting party on that form. If a staff member made an error and they are taking action to correct it we should confirm the current policy on who they mail to. Should we add this as an agenda item for the next requirements meeting (after the holidays)?

[tlebedovich]

fyi @LizGovier @mstanton1 @arlentees @fareenr - when it comes time to make new forms for corrections and public amendments:

[fareenr]

@lbergero819 will need this info for updating Form 35 - register correction form

[LizGovier]

@arlentees This design is complete so I'm going to close the ticket.

@fareenr @lbergero819 You may want to create a new ticket regarding forms and add this as a dependancy.