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1 | Login to Lawmaker as an OPC user | 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 |
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2 | Create a New Bill Project Select UK Public Bill > Government Bill
| 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 |
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3 | Check and edit document information for the Bill using the Document Information panel in the Editor
| Document information displays correctlyis updated in the main editor window Able to edit: Title, Session, Year, Rubric Details are changed or populated in the main editor pane after the change is made in the Doc Info panel |
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4 | Create some content in the Editor using the CCA Inserting provisions and other elements
| CCA is displayed Creates 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 |
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5 | Insert 2 two or more schedules | The "SCHEDULES" heading will appear before the first schedule When inserting three or more schedules: If “Auto-renumbering” is OFF then schedules will not be renumbered If “Auto renumbering” is ON then schedules will still not be renumbered |
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6 | Press Ctrl+S or click on the Save button | 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 |
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7 | Renumber the whole Bill | All provisions will be renumbered sequentially including all their descendants.
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8 | Add one or more J-Refs to Sections or Schedules | J-Refs are display displayed in the Editor in Red And the Each J-ref will be is also visible in the structure view |
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9 | Create cross reference(s) to sections that contain J-refs. Click Tag X-refs | You can toggle on and off to display the J-ref in cross-references (Tools > Show/hide J-refs in cross references) |
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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
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Turn on Tracked Changes
Delete one or more elements, insert one or more elements, and move one or more elements
Inserted and deleted elements are display in the editor and blue (insert) or red (deleted)
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Insert a Table of Contents
Table of Contents is inserted at the start of the document
"Front cover" appears in the Structure View
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Generate 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
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Turn on Tracked Changes
Delete one or more elements / Insert element(s) and move element(s)
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
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Insert a Table of Contents
Table of Contents is inserted at the start of the document
"Front cover" appears in the Structure ViewDuplicate a document
Duplicating a document version
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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
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Generate 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 with x-refs
No snapshot is visible on the Project tab
PDF Version is named using the text entered in the ‘Version description’ fieldOpen a document version in the Editor
Click the fold button in the toolbar, then use the Structure View to expand a particular provision
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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
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Close the Editor
Prompted to Save changes
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Duplicate a document
Duplicating a document version
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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
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Documents and the folders on the 'Project' tab are now sorted alphanumerically. By default, folders will always be collapsed when you first open a project. |
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Open a document version in the Editor
Click the fold button in the toolbar, then use the Structure View to expand a particular provision
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Import a reasonably large Bill: https://www.legislation.gov.uk/ukpga/2023/36/contents/enacted 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
Create a new working version
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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
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Edit Portion of a document
Opening and editing a portion of document
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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. |
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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
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Create a new working version
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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 |
A new working version is created which will appear 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
Close the Editor and Finalise the document
Tick all options in the Finalise modal
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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
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Edit Portion of a document
Opening and editing a portion of document
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The selected subset of provisions is opened in the Editor
AND the section or schedule nums are locked or grouping level nums (for body only - not in schedules)Move a version to a new folder
Selected version is moved to another existing folder or to the newly created folder specified in the modal
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Share a version with the House of Commons
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
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Close the Editor and Finalise the document
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To test the ‘Renumber’ part of the Finalise action, you should randomly renumber some of the provisions using the Editor and save the document |
Assuming you selected all options:
All provisions in the document, including provisions in quoted structures, are renumbered
All existing cross references in the document and update them accordingly - including those within quoted structures
If Insert Front Cover is selected: any existing front cover is replaced, including the Table of Contents
If you select Insert Table of Contents: any table of contents if there is one but will leave other parts of the front cover as they are.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
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Move a version to a new folder
Selected version is moved to another existing folder or to the newly created folder specified in the modal
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Share a version with the House of Commons
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 organisationsMake a working copy of the significant version
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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
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Login as a HoC user
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
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From the dashboard, search for and open the project created by OPC in previous steps
A significant version of the Bill will appear on the project tab with the same name as the original working version
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
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
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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
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Make a working copy of the significant version
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Use the Actions menu next to the Significant version Select Duplicate version Choose a folder name Choose a version name Click Create |
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Update document information for the new working version
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
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Mark sections/schedule paragraphs/subsections/schedule sub-paragraphs in UK Bill as "money provision" so that it (and all its descendants) is rendered in italics in the Editor and PDF
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 italicsManage proposers and supporters on a Bill in the Editor
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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
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Update document information for the new working version
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 updatedAdd Back cover to the Bill
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
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Re-insert the Back cover after changing proposers and supporters on a Bill in the Editor
Managing proposers and supporters on inline amendments
Able to add and remove proposers and supporters
Able to change the order of names by dragging and dropping in a different orderand updating the printed date
Back cover is reinserted and replaces the existing one
Proposers/supporters names are updated
The printed date is updated
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Insert a Front cover
Back cover will be inserted at the end of the Bill in the Editor
And the back cover will show the Bill is being introduced by the proposer
And the back cover will show the Bill is being supported by the supporters
And the back cover will show the introduction date
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Re-insert the Back cover after changing proposers and supporters and updating the printed date
Back cover is reinserted and replaces the existing one
And proposers/supporters names are updated
And the printed date is updated
Front cover shows the Bill title in the editor
Any existing Table of Contents is replaced with an up-to-date Table of Contents
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Generate a PDF of the Bill with changes applied, line numbering, and footers; include a footer note; ensure ‘Record snapshot version’ is ticked
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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
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Insert a Front cover
Front cover shows the Bill title in the editor
Publish a significant version of the generated PDF
Publishing a Bill document version
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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
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Generate a PDF of the Bill with line numbering and footers; include a footer note
Create an ‘as amended’ folder and version by duplicating the published version
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Make sure there are some track changes edits in the version of the Bill In the ‘Generate PDF’ modal, select ‘show changes applied’ Confirm that output PDF shows changes applied |
PDF opens in new tab
And the PDF contains line numbering and footers
Footer note text is correct
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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
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Publish a significant version of the generated PDF
Significant version created on the right-hand side of the Project tab
Significant version visible to users in other organisations
Copy of the Bill accessible through the PDR APIOpen 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
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Generate a PDF and publish the ‘as amended’ version
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Using From the Project tab, click 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 |
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
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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 accordinglyGenerate the House Bill
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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
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Share a new copy with the House of Lords
Sharing a document with another organisation
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Duplicate a version of the Bill Specify a version name (“Lords copy 1”) and folder (“Lords copy”) Strip 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’
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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 specified specify in the modal
Version label has the name you specified in the modal
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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)
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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
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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
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Create an ‘as amended’ folder by duplicating a version
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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 Select the option which removes page/line numbers |
New working version with the specified name in the specified folder is created
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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
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Create an Act version of the Bill
New working version created containing an Act version of the bill
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Open this new version in the Editor and change some Document Information
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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
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Generate a PDF of this Act version; ensure ‘Record snapshot’ is ticked
PDF snapshot is generated
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Submit the 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
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Download a ZIP of the Act and resolve dates in the XML
Able to download a ZIP of the Act
ZIP contains the Act XML, PDF, and any images
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