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Test Case

Expected outcome

Pass / Fail

Tester’s Comments

1

Login to Lawmaker as an OPC user

Overview of Lawmaker

Dashboard displayed (or last tab associated with the project you last viewed)

Top-right menu on the dashboard shows that I am logged in with my username

Able to see projects that have been created by OPC users

Able to see projects that have a published Bill or Act in them from other organisations

Unable to see projects created by other organisations that do not have a published Bill in them

Status
colourGreen
titlePass

2

Create a New Bill Project

Select UK Public Bill > Government Bill

Creating a new project

Note

Ensure you include the word “Bill” at the end of the project/bill Title as a real bill would (this is necessary to test bill-to-act conversion later on in the script)

A new project is created, visible only to users in the same organisation as the current user

It appears on the main Dashboard

Project tab opens for the new document

Editor opens in a new tab showing an empty template document

Status
colourGreen
titlePass

3

Check and edit document information for the Bill using the Document Information panel in the Editor

Managing document information

Note

Note that there is sometimes a delay between changing a value in this panel and the text changing in the main editor pane

Document information is updated in the main editor window

Able to edit: Title, Session, Year, Rubric

Status
colourGreen
titlePass

4

Create some content in the Editor using the CCA

Inserting provisions and other elements

Expand
titleSteps

Click on the Body placeholder

Press Enter on your keyboard to bring up the CCA

Add a section and some sub-sections

Build-up the Bill Structure by creating: Parts, Chapters, and Cross Headings.

Create some other elements, like definitions lists.

CCA is displayed

Able to creates a realistic looking Bill within the Editor

Structure view (left-hand side of the Editor window) is updated in line with new elements created in the Editor

Status
colourGreen
titlePass

5

Insert two schedules

The "SCHEDULES" heading will appear before the first schedule

If “Auto-renumbering” is OFF then schedules will not be renumbered 

If “Auto renumbering” is ON then schedules will still not be renumbered

Status
colourGreen
titlePass

6

Press Ctrl+S or click on the Save button

Saving your document

A progress bar appears and progresses to 100%

A message is displayed saying ‘Document Saved’

On the project tab, the version last modified is the same as the time it was saved

Status
colourGreen
titlePass

7

Renumber the whole Bill

Renumbering provisions

Locking and unlocking numbers

All provisions will be renumbered sequentially including all their descendants.

Note

This action shouldn’t renumber any locked numbers, and those locked numbers will influence subsequent numbers

Status
colourGreen
titlePass

8

Add one or more J-Refs to Sections or Schedules

Managing J-refs

J-Refs are displayed in the Editor in Red

Each J-ref is also visible in the structure view

Status
colourGreen
titlePass

9

Create cross reference(s) to sections that contain J-refs.

Click Tag X-refs

Cross-references (x-refs)

Expand
titleSteps

Right-click on the provision in the Structure view you want to refer to (pick the section or schedule you labelled with a J-ref in the preceding step)

From the context menu that appears, select the reference you want to copy from the Select x-ref to copy sub-menu. (The menu will show all the different options for referring to the provision so you can select whether or not you want to include the provision name - e.g. “section” - and whether any ancestor provisions should be included in the reference.

This will place the selected cross-reference in the clipboard.

To insert the reference, place your cursor in the Editor where you would like the cross reference to be inserted and press Ctrl+v to paste in the reference.

Able to copy a reference out of the structure view

Able to paste a reference in another part of the document

Able toggle on and off to display the J-ref in cross-references (from the toolbar: Tools > Show/hide J-refs in cross references) and these J-refs are then shown alongside the pasted cross references

Status
colourGreen
titlePass

10

Turn on Tracked Changes

Delete one or more elements, insert one or more elements, and move one or more elements

Using tracked changes

Inserted and deleted elements are display in the editor and blue (insert) or red (deleted)

Status
colourGreen
titlePass
Status
colourRed
titleFail

11

Insert a Table of Contents

Inserting table of contents

Table of Contents is inserted at the start of the document

"Front cover" appears in the Structure View

status
Status
colourGreen
titlePass
colourRed
titleFail

12

Generate a PDF

Generating and viewing a PDF

Ensure:

  • ‘Show tracked changes’ is selected

  • ‘Show J-Refs in margins’ is selected

  • 'Show J-Refs within cross references' is selected

  • Deselect ‘Record Snapshot’

  • Add a Version Description

PDF is generated in separate tab

Table of Contents is included

Tracked changes are displayed in red for deleted text; blue for inserted text

J-Refs are shown in margins

J-Refs are shown next to x-refs

No snapshot is visible on the Project tab

Status
colourGreen
titlePass
Status
title
colourRed
Fail

13

Make some more small changes in the Editor and then close the Editor using the Close button in the top-left

Prompted to Save changes

Status
colourGreen
titlePass
Status
colourRed
titleFail

14

Duplicate a document

Duplicating a document version

Expand
titleTips

Click the Actions menu next to a particular version

Select ‘Duplicate’

In the modal, add a new folder and give the version a new name

New folder created with a duplicated version inside it

Status
colourGreen
titlePass
Status
title
colourRed
Fail

15

Open a document version in the Editor

Click the fold button in the toolbar, then use the Structure View to expand a particular provision

Folding provisions

Expand
titleSteps

To test this in a realistic document, import a reasonably large Bill, such as this one: https://www.legislation.gov.uk/ukpga/2023/36/contents/enacted

Steps for importing are here: Import legislation from www.legislation.gov.uk

In the Editor, click the Fold button to collapse all provisions

Now select a section from the structure view

The Editor will jump to the selected provision, and unfold it, showing the content

fold button

Status
colourGreen
titlePass
Status
colourRed
titleFail

16

Create a new working version

Expand
titleSteps

On the Project tab, click Document Actions

Select Create New working version

In the modal, create a new folder or select an existing folder

Input a new name for the new version

Click Create

Use the CCA to add some sections to the new working version

Save and close the editor

A new working version is created which appears on the 'Project' tab under the appropriate folder heading.

Clicking on it to open it in the Editor will reveal an empty new document, allowing you to start drafting

Able to save and close the new working version

status
Status
colourGreen
titlePass
colourRed
titleFail

17

Edit Portion of a document

Opening and editing a portion of document

Expand
titleSteps

From the Project tab

Click the Actions menu next to one of the working versions you created in a previous step - it must have more than one provision in it for this test to be meaningful

Select one or more provisions and they don’t need to be next to each other. All selected provisions must be at the same level so, for example, you can select a number of different sections dotted around a Bill, or you could select a couple of different Parts of an SI but you can’t select a cross-heading group and an individual section in a Bill.

Note

Renumber and tag/update x-refs will only be run over the provisions you have in the Editor - not the whole document in the backend.

The selected subset of provisions is opened in the Editor

The highest level provisions e.g. sections, regulations or Parts, will have their numbers locked so that when you renumber the document, they do not get automatically updated

Status
colourGreen
titlePass
Status
colour
Red
titleFail

18

Close the Editor and Finalise the document

Tick all options in the Finalise modal

Finalising a document

Info

To test the ‘Renumber’ part of the Finalise action, you should randomly change the numbering of some of the provisions using the Editor and save the document

All provisions in the document, including provisions in quoted structures, are renumbered

All existing cross references in the document are updated accordingly, including those within quoted structures

If ‘Insert Front Cover’ is selected: any existing front cover is replaced, including the Table of Contents

If ‘Insert Table of Contents’ is selected: any existing table of contents is replaced, but other parts of the front cover are left as they are

Status
colourGreen
titlePass
Status
colourRed
titleFail

19

Move a version to a new folder

https://lawmaker.atlassian.net/wiki/spaces/USERMANUAL/pages/688786/Documents+and+folders+on+the+Project+Tab#How-to-move-a-working-version-to-another-folder

Selected version is moved to another existing folder or to the newly created folder specified in the modal

Status
colourGreen
titlePass
modal

Status
colourRedGreen
titleFailPass

20

Share a version with the House of Commons

Sharing a document with another organisation

A Significant version of the Bill is created on the project tab

This version is also visible to HoC users

This version is not visible to users in other organisations

Status
colourGreen
titlePass
Status
colourRed
titleFail

21

Login as a HoC user and navigate to the project created by OPC in previous steps

Dashboard displayed (or last tab associated with the project you last viewed)

Top-right menu on the dashboard shows that I am logged in with my username

Able to see projects that have been created by HoC users

Able to see projects that have a published Bill or Act in them from other organisations

Unable to see projects created by other organisations that do not have a published Bill in them

In the bill project created by OPC in previous steps, a significant version of the Bill is visible on the project tab with the same name as the original working version

status
Status
colourGreen
titlePass
colourRed
titleFail

22

Make a working copy of the significant version

Expand
titleSteps

Use the Actions menu next to the Significant version

Select Duplicate version

Choose a folder name

Choose a version name

Click Create

A working version of the Bill is created, duplicating the content of the significant version

The new working version appears in the selected folder or newly created folder (with the name specified in the modal)

Able to open and edit the new working version

Status
colourGreen
titlePass
Status
colourRed
titleFail

23

Mark sections/schedule paragraphs/subsections/schedule sub-paragraphs in a UK Bill as a "money provision" so that it (and all its descendants) is rendered in italics in the Editor and PDF

Marking 'money provisions'

Able to set provisions as money provisions

Money provisions should appear italic in the Editor and in the generated PDF

Descendants of those provisions also display in italics

Status
colourGreen
titlePass
Status
colourRed
titleFail

24

Update document information for the new working version

Managing document information

Example details to add/change:

Session: 58/1, Bill year: 2021, Bill number: Bill 221, version rubric: "As introduced", printed by: "House of Commons"

Bill title and version rubric are updated in the editor, corresponding to the changes made in the Doc Info panel

On the Dashboard showing all projects, Bill number and session are updated

Status
colourGreen
titlePass
Status
colour
Red
titleFail

25

Manage proposers and supporters on a Bill in the Editor

Managing document information

Expand
titleSteps

Open the Bill in the Editor

Expand the ‘Document Information’ pane

Scroll to the bottom and click the Manage members button

In the modal, search for names of proposers and supporters and add them

Click Update

Able to add and remove proposers and supporters

Able to change the order of names by dragging and dropping in a different order

Status
colourGreen
titlePass
Status
colourRed
titleFail

26

Add Back cover to the Bill

Inserting UK Bill and Act front and back covers

Back cover will be inserted at the end of the Bill in the Editor

The back cover shows the Bill is being introduced by the proposer

The back cover shows the Bill is being supported by the supporters

The back cover shows the introduction date

Status
colourGreen
titlePass
Status
colourRed
titleFail

27

Re-insert the Back cover after changing proposers and supporters and updating the printed date

Back cover is reinserted and replaces the existing one

Proposers/supporters names are updated

The printed date is updated

Status
colourGreen
titlePass
Status
colourRed
titleFail

28

Insert a Front cover

Inserting UK Bill and Act front and back covers

Front cover shows the Bill title in the editor

Any existing Table of Contents is replaced with an up-to-date Table of Contents

Status
colourGreen
titlePass
Status
colourRed
titleFail

29

Generate a PDF of the Bill with changes applied, line numbering, and footers; include a footer note; ensure ‘Record snapshot version’ is ticked

Generating and viewing a PDF

Expand
titleAdditional tests

Make sure there are some tracked changes edits in the version of the Bill

In the ‘Generate PDF’ modal, select ‘show changes applied’

Add a footer note

PDF opens in new tab

The PDF contains line numbering and footers

Footer note text is correct

Output PDF shows changes applied

Status
colourGreen
titlePass
Status
colourRed
titleFail

30

Publish a significant version of the generated PDF

Publishing a Bill document version

Expand
titleSteps

On the Project tab

From the Actions menu next to the PDF snapshot version under your working version, select ‘Publish version’

Significant version created on the right-hand side of the Project tab

Significant version visible to users in other organisations

Copy of the Bill is accessible through the PDR API

Status
colourGreen
titlePass
Status
colourRed
titleFail

31

Create an ‘as amended’ folder and version by duplicating the published version

Expand
titleSteps

Using the Actions menu next to a version on the Project tab, select Duplicate version

Create a new folder (“As Amended in Committee”) and give the version a label (“as amended”)

Tick the option which removes page/line numbers

New working version with the specified name in the specified folder is created

Status
colourGreen
titlePass
Status
colourRed
titleFail

32

Open the newly created ‘as amended’ version in the Editor and change some Document Information:

Change the ‘printed' date

Update the document rubric to ‘as amended in Committee’

Re-insert the front and back covers

Save and close the Editor

Able to update the document information from the Editor

Text shown in the main Editor pane updates accordingly

Text on the front and back covers is updated accordingly

Status
colourGreen
titlePass
Status
colourRed
titleFail

33

Generate a PDF and publish the ‘as amended’ version

Expand
titleSteps

From the Project tab, click the Actions menu next to your ‘as amended’ version

Select ‘Generate PDF’; ensure ‘Record snapshot’ is ticked

Once the PDF is generated, click the Actions menu next to the PDF snapshot and select Publish version

Significant version created on the right-hand side of the Project tab

Significant version visible to users in other organisations

Copy of the Bill is accessible through the PDR API

Status
colourGreen
titlePass
Status
colourRed
titleFail

34

Generate the House Bill

Preparing a House Bill​

Expand
titleSteps

Duplicate the latest working version; create a new folder called ‘Lords copy’

Generate a PDF and select Line numbering and Generate as House Bill

Able to generate a House Bill

First page of the PDF shows the year, bill short title and long title with appropriate styling

image-20240508-223325.png

Status
colourGreen
titlePass
Status
colourRed
titleFail

35

Share a new copy with the House of Lords

Sharing a document with another organisation

Expand
titleSteps

Duplicate a version of the Bill

Specify a version name (“Lords copy 1”) and folder (“Lords copy”)

In the Duplicate version modal, choose to strip out page and line numbering

From the Actions menu next to the new version, select Share version

In the modal, select the House of Lords

Significant version created on the right-hand side of the Project Tab

Significant version label will start with the word ‘Shared’

Status
colourGreen
titlePass
Status
colourRed
titleFail

36

Login as a HoL user, navigate to the same project, and Duplicate a version of this shared copy to create a new working version

Able to create a new working version in the folder you specify in the modal

Version label has the name you specified in the modal

Status
colourGreen
titlePass
Status
colourRed
titleFail

37

Update the Document information from the Actions menu on the Project Tab to make this the “as brought from the Commons” version

Specify a Bill number, e.g. HL Bill 29

Specify a ‘brought from’ date

Specify that it is printed by the House of Lords

All changes are possible in the modal

Clicking Update works as expected

When opening the document in the Editor, new document information is visible (you may have to re-insert the front and back covers - see next step)

Status
colourGreen
titlePass
Status
colourRed
titleFail

38

Open this version in the Editor and reinsert the front and back covers

Able to reinsert the front and back covers

Back cover shows correct version rubric and brought from/printed by dates

image-20240209-222201.png

Status
colourGreen
titlePass
Status
colourRed
titleFail

39

Generate a PDF of this version and then create a Significant version

Generating and viewing a PDF Publishing a Bill document version

Able to generate PDF

Able to select Publish version from the Actions menu next to the PDF snapshot

Warning modal is displayed

On clicking Publish, a new significant version is created on the right-hand side of the Project Tab

Version is accessible through the PDR API with the correct House and docType values

Status
colourGreen
titlePass
Status
colourRed
titleFail

40

Create an ‘as amended’ folder by duplicating a version

Expand
titleSteps

Using the Actions menu next to a version on the Project tab, select Duplicate version

Create a new folder (“As Amended in Committee”) and give the version a label (“as amended”)

Select the option which removes page/line numbers

New working version with the specified name in the specified folder is created

Status
colourGreen
titlePass
Status
colourRed
titleFail

41

Open the newly created ‘as amended’ version in the editor and change some Document Information:

Change the ‘printed' date

Update the document rubric

Re-insert the front and back covers

Text shown in the main Editor pane update accordingly

Text on the front and back covers is updated accordingly

Status
colourGreen
titlePass
Status
colourRed
titleFail

42

Create an Act version of the Bill

Converting a UK Bill into an Act

Expand
titleSteps

On the Project Tab, select Duplicate version from the Actions menu next to the document version you want to convert into an Act

The system will ask you to specify a folder and a version description

When you have provided a folder and version description, tick the ‘Convert Bill to Act’ checkbox and click Create

Open the newly created document version in the Editor

Check the Act title​ is correct;

Update the Document Information including the Act year, chapter number & assent date

Delete Explanatory Notes rubric from front cover​ if not required (and any other element, e.g. the table of contents);

Save the document

New working version created containing an Act version of the bill

Act title is correct

Text on the cover and preface change accordingly in the main Editor pane

Status
colourGreen
titlePass

43

Generate a PDF of this Act version; ensure ‘Record snapshot’ is ticked

PDF snapshot is generated

Status
colourGreen
titlePass
Status
colourRed
titleFail

44

Submit the Act to TNA

Submitting a UK Act to TNA

From the Actions menu next to the PDF snapshot, select ‘Submit to TNA’

Warning is displayed, with Submit and Cancel buttons

On clicking Submit, a new Significant version is created

The Act is available through the PDR API

Status
colourGreen
titlePass
Status
colourRed
titleFail

45

Download a ZIP of the Act and resolve dates in the XML

Downloading a ZIP file of a document

Able to download a ZIP of the Act

ZIP contains the Act XML, PDF, and any images

Status
colourGreen
titlePass
Status
colourRed
titleFail

46

47

48

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