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Generate PDF of Create a Lords Update cross references As a PassLists tab

Test Case

Expected outcome

Pass / Fail

Tester's Comments

1

As an OPC user, setup a test Bill project

Expand
titleSteps

Login to Lawmaker as an OPC user

From the Dashboard, click Create

Select UK Public Bill > Government Bill

Create some sections and Schedules in the Bill, using the Editor; include some real text and full sentences in those sections and schedule paragraphs so you can test the application of amendments later in the script

Save and close the Editor

(Alternatively, on the Project Tab, from the Document Actions menu, import a UK PGA from Legislation.gov.uk )

Able to create a UKPGA Bill project

Status
colourGreen
titlePass

2

As an OPC user, create a Traditional List of Draft Amendments (LoDA) for House of Lords amendments Creating new amendments on a List of Draft Amendments (LoDA)

Expand
titleSteps

Login to Lawmaker as an OPC user

Open the UK Bill project

On the Amendment Workspace tab, click New

In the modal, pick Traditional type of amendment list

Bill version: "as introduced" version

House: "House of Lords"

Stage: “Committee”

Specify an unique List name and select a Proposer

Click Create

The Editor will be opened containing the draft list of amendments template

And the Bill name will appear at the top of the template

And the stage will match what I specified

And the proposer will match what I specified

Status
colourGreen
titlePass

3

As an OPC user, create some amendments in the LoDA

Drafting and editing amendments

Create at least three amendments, so you can test other features (like ‘bulk update status’) in later steps.

Make sure your amendments are explicitly referring to clauses and schedules - this will allow you to test the Order of Consideration later.

Examples of the formatting and phrasing of Lords amendments can be found in this PDF: Digital Markets Bill: Lords amendment list

Expand
titleSteps

With the LoDA open in the Editor, click inside the first 'Instruction' placeholder

Press Enter and select an amendment from the Content Completion Assistant

Repeat the preceding step to create the following types of amendments:

- leave out clause or leave out schedule

- new clause

- new schedule

- page-line

- stand part motion

- amendment to amendment

Save and close the Editor

A new amendment appears in the Editor

And there are custom placeholders for Page-line, New Clause, New Schedule, and Stand part amendments

And the proposer is the same as the proposer of the previous amendment

And an entry appears in the Structure view

And when I click save, D numbers will be assigned to all my amendments

And the D number assignment shows the user's organisation abbreviation, followed by a number that increases sequentially by 1 and has no leading zeros e.g. OPC1, OPC2

The amendments are also visible in the table on the Amendment Manager tab

Status
colourGreen
titlePass

4

Share the Bill with the House of Lords Sharing a document with another organisation

Expand
titleSteps

From the Project Tab, click the Actions menu next to the working version of the Bill

Click Share

In the modal, select House of Lords from the drop-down

Click Share

Able to share the Bill using the Share action

Able to select House of Lords in the modal

Able to view the Bill project as a House of Lords user (necessary for the next step of this script)

Status
colourGreen
titlePass

5

Login as a House of Lords user and create a published ‘As Introduced’ version of the bill Managing document information Preparing a bill for introduction

Expand
titleSteps

Login to Lawmaker as a House of Lords user

From the Dashboard, navigate to the Bill project

From the Actions menu next to the significant version created in the previous step, select Duplicate; in the modal, create a new folder and give the duplicate a name, e.g. ‘bill as introduced’

Update the Document Information of the newly created working version (either from the Editor, or from the Actions menu next to your version on the Project Tab): change the Version rubric to ‘As Introduced’; ensure Printed by is set to the Lords

Generate a PDF of this version; ensure ‘Line Numbering’ is ticked in the Generate PDF modal

On the Project Tab, expand the snapshots below your version and click the Actions menu next to the PDF snapshot version; select Publish

A significant version is created

The top-left drop-down filter on the ‘Amendment Workspace’ and ‘Amendment' Manager' tabs shows an ‘As Introduced’ version

Status
colourGreen
titlePass

6

Login as an OPC user and check that the amendments you drafted earlier are still visible on the Amendment Manager tab

Amendments are still visible on the Amendment Manager tab

Status
colourGreen
titlePass

7

As an OPC user, turn on/off line numbering for amendments

Turn on/off line number on amendments (including ping pong motions)

Expand
titleSteps

With the LoDA open in the Editor

Right-click on an amendment

Select Update line number status

Choose either ‘No line numbers’ or ‘Add line numbers’

Generate a PDF by clicking Document > Generate PDF

For amendments where ‘add line numbers’ has been selected: line numbers appear every five lines

For amendments where ‘no line numbers’ has been selected: no line numbers appear

Status
colourGreen
titlePass

8

As an OPC user, change the Proposer of a Lords amendment and add supporters

Managing document information

Expand
titleSteps

With the LoDA open in the Editor

Click on the Proposer name above an amendment in the main editor window

In the Manage Proposers and Supporters modal which appears, use the Proposers and Supporters fields to add members names to the amendment

Click Update to confirm your selection

Able to bring up the Manage Proposers and Supporters modal

Able to search for and select names in both fields

Both drop-down lists contain suggestions for Lords names

On clicking Update, chosen names appear in the main Editor window above the relevant amendment

Status
colourGreen
titlePass

9

As an OPC user, place some amendments On Hold

Set 'Draft' amendments to 'On hold' (and vice versa)

Able to put amendments On Hold

Unable to Submit an amendment which is On hold

Status
colourGreen
titlePass

10

As an OPC user, generate PDF of Lords amendment LoDA with D-Numbers

Generating and viewing a PDF

Expand
titleSteps

With the LoDA open in the Editor

Click Document

Select Generate PDF

In the Generate PDF modal, select ‘Show D-numbers’

PDF is generated and a green success toastie appears in the bottom-right of the screen

The ‘View PDF’ button in the green success message can be clicked

Clicking the ‘View PDF’ button opens the PDF in a new tab

PDF shows the D-numbers of all the amendments

Status
colourGreen
titlePass

11

As an OPC user, Submit Lords amendments from the LoDA

Submitting amendments

Expand
titleSteps (from the Editor)

Open the LoDA in the Editor

Open the ‘Document Information’ panel on the right-hand side

Click Submit List

Expand
titleAlternative Steps (from the Amendment Manager tab)

After saving and closing the LoDA, go to the Amendment Manager tab

Select one or more of the amendments there

From the Amendment Actions menu, select Submit amendments

Warning modal appears asking you to confirm that you want to submit the amendments

Modal contains the option to ‘mark amendments as government amendments'

On confirming, a progress bar appears

After submission completes, the ‘Amendment information’ panel shows the Status as ‘Submitted’ for all amendments in the list

If you are submitting from the Amendment Manager tab, a green success toastie should appear if the amendments were submitted successfully

Status
colourGreen
titlePass
Status
colourRed
titleFail

12

As a HoL user, view submitted Lords amendments in ephemeral list

Opening amendments in the Editor (creating temporary lists)

Expand
titleSteps

Login to Lawmaker as a House of Lord user

Open the Bill project

On the Amendment Manager tab, tick the checkbox next to the OPC-submitted amendments

From the Amendment Actions menu, select Create temporary list

Editor opens, showing the selected amendments

The amendments are editable

status
Status
colourGreen
titlePass
colourRed
titleFail

13

Table and Reject amendments from the ephemeral list

Tabling UK amendments (incl. 'ready for publishing')

Expand
titleSteps

With the temporary list open in the Editor

Click within the text of one of the amendments

Expand the Amendment Status panel on the right-hand side

Click the ‘Tabled’ or ‘Rejected’ button

Save the list

Able to view the ‘Tabled' and ‘Rejected’ buttons

Able to click either button

On clicking, the editor locks and a loading spinner briefly displays

On saving, the ‘Status’ shown in the Amendment Status panel shows either Tabled or Rejected

Status
colourGreen
titlePass
Status
colour
Red
titleFail

14

Bulk update the other amendments' statuses

https://lawmaker.atlassian.net/wiki/spaces/USERMANUAL/pages/25526674/Tabling+UK+amendments+incl.+ready+for+publishing#To-update-statuses-in-one-go

Expand
titleSteps

With the temporary list open in the Editor

Expand the Amendment Status panel on the right-hand side

Click the Bulk update statuses button

In the Update Amendment Statuses modal, in the ‘Amendments to update’ dropdown, select those amendments which you did not update in the previous step; select ‘Submitted to Tabled’ in the ‘Status transition’ dropdown

Click Update

Save the list

After clicking Update, Editor briefly locks and loading spinner appears

Green success toastie appears in the top-right of the screen

After saving, the status of the amendments (in the Amendment Information panel) is now 'Tabled'

Status
colourGreen
titlePass
Status
colourRed
titleFail

15

Update Lifecycle Event for one of the amendments

Undoing an amendment status/managing lifecycle events

Expand
titleSteps

Click within the text of one of the amendments which was Tabled

Expand the Amendment Status panel

Click Manage lifecycle events

Use the delete button to remove the ‘Tabled’ event

Click Update

Save the list

The status of the selected amendment (in the Amendment Information panel) changes to ‘Submitted’

Status
colourGreen
titlePass
Status
colourRed
titleFail

16

Create Lords Daily Sheet

Generating a Lords Daily Sheet (incl. unnumbered supplementary sheets)

Expand
titleSteps

On the Amendment Manager tab, click the Amendment Actions menu and select Create Official List

In the Create amendment list modal, select ‘Lords Daily Sheet’ from the ‘Amendment list’ dropdown

In the Bill Version tab, there should be only one option (the published Bill version)

In the Stage/Committee dropdown, select ‘in Committee of the Whole House’

Select today’s date as the cut-off date, and a time slightly in the future for the cut-off time

Pick any name for the list

Click Create

A Lords daily sheet will open in the Editor containing all the tabled amendments

The amendments will not be numbered

Amendments will be sorted according to the Lord's sort order; refer to the Manual for guidance: Sorting logic used by Lords amendment lists

status
Status
colourGreen
titlePass
colourRed
titleFail

17

Move an amendment on a Lords Daily Sheet using the Structure View

Using the structure view

Expand
titleSteps

Drag an amendment into a new location using the Structure View on the left-hand side of the Editor window

Save the list

Editor is updated showing the amendment in the new location

Structure view also updates

Status
colourGreen
titlePass
Status
colourRed
titleFail

18

Create an Order of Consideration for Lords amendments

Creating an Order of Consideration

To test this functionality, some of the amendments you created in earlier steps must refer to numbered clauses and schedules.

Expand
titleSteps

From the Amendment manager tab click on Order of Consideration button

Change the Order so that you can manipulate it such that amendments appear before others e.g.

Schedule 1

Clause(s) 1-2

Click Save

Generate another Lords Daily Sheet

Able to add and amend the Order of Consideration using the modal

In the generated Daily Sheet, the amendments are sorted according to the OoC

status
Status
colourGreen
titlePass
colourRed
titleFail

19

Sort amendments by Order of Consideration on the 'Amendment Manager' tab

Expand
titleSteps

Click the OoC Sort button on the Location column

Amendments are sorted in the list according to the OoC

Status
colourGreen
titlePass
Status
colourRed
titleFail

20

Update Daily Sheet Document Information 

Managing document information

Expand
titleSteps

From the Official Lists tab, open the Official List you created earlier in the Editor

Expand the Document Information panel

Populate the four fields here with information, for example:

List Number: III

Version: revised

Session: [this will be pre-populated based on the Bill’s session]

Year: [this will be pre-populated based on the Bill’s year]

Click the Save button

From the Document menu, Generate a PDF

Able to edit values in the panel

In the PDF generated in the next step, the List Number and Version appear in the footer

image-20240116-085748.png

Status
colourGreen
titlePass
Status
colourRed
titleFail

2121

Generate PDF of Lords Daily Sheet from the Official Lists tab

Generating and viewing a PDF

Expand
titleSteps

From the Official Lists tab, click the Actions menu next to your Official List and select Generate PDF

Ensure ‘Record snapshot version’ is ticked

PDF is generated and a green success toastie appears in the bottom-right of the screen

The ‘View PDF’ button in the green success message can be clicked

Clicking the ‘View PDF’ button opens the PDF in a new tab

When you expand the snapshot versions under your list, there is a snapshot version labelled ‘PDF’

status
Status
colourGreen
titlePass
colourRed
titleFail

The user manual will need to be updated for v16

22

Publish Lords Daily Sheet

Publishing UK amendment lists (incl. ping pong lists)

Expand
titleSteps

From the Official Lists tab, click the Actions menu next to the PDF snapshot you generated

Select Publish

In the modal, click Publish

Publish version modal appears

After confirming, a new significant version is created on the right-hand side

Significant version’s label will be the version label of your list, prepended with the word ‘Published’

Status
colourGreen
titlePass
Status
colourRed
titleFail

23

Create Second Daily sheet with newly tabled amendments in it

Expand
titleSteps

On the Amendment Workspace tab, create a new LoDA; ensure Stage is set to ‘Committee’

Create one or two new amendments

Save the list

Expand the Amendment Status panel

Click Bulk update statuses

In the modal, select all amendments and choose to update from ‘Draft to Submitted’

Click Update and then Save the list

Expand the Amendment Status panel again

Click Bulk update statuses

In the modal, select all amendments and choose to update from ‘Submitted to Tabled’

Click Update and then Save the list

Close the Editor and return to the Official Lists tab

Click Create and in the modal select ‘Lords Daily Sheet'; set Stage to ‘Committee of the Whole House’; set the cut-off date to today’s date and use a time slightly in the future for the cut-off time

Click Create

A Lords Daily Sheet opens in the Editor

The list contains only the amendments that weren't in the previous published list (i.e. just your new amendments)

Status
colourGreen
titlePass
Status
colourRed
titleFail

24

Lords Daily sheet cut-off time test

Expand
titleSteps

On the Amendment Workspace tab, create a new LoDA; ensure Stage is set to ‘Committee’

Create one or two new amendments

Save the list

Expand the Amendment Status panel

Click Bulk update statuses

In the modal, select all amendments and choose to update from ‘Draft to Submitted’

Click Update and then Save the list

Expand the Amendment Status panel again

Click Bulk update statuses

In the modal, select all amendments and choose to update from ‘Submitted to Tabled’

Click Update and then Save the list

Close the Editor and return to the Official Lists tab

Click Create and in the modal select ‘Lords Daily Sheet'; set Stage to ‘Committee of the Whole House’; set the cut-off date to today’s date and use a time in the past for the cut-off time (i.e. before you Tabled the amendments created in the previous steps)

Click Create

A Lords Daily Sheet opens in the Editor

The list does not contain the new amendments (because they were tabled after the cut-off time.

status
Status
colourGreen
titlePass
colourRed
titleFail

25

Add a note to Lords amendment

Inserting an amendment note

Expand
titleSteps

Open one of the LoDAs created in the previous steps

Right-click in the text of one of the amendments

Select Insert Amendment Note

Type some text into the placeholder

Save the list

A placeholder note appears above the amendment

Able to type text into the placeholder

Able to save the list

Status
colourGreen
titlePass
Status
colourRed
titleFail

26

Use filters on Amendment Manager tab

Filtering amendments

Able to use the Quick Filter to filter on Amendment Status

Able to use the main filter to filter on:

  • LoDA name

  • Dnum

  • Location

  • Member

  • Status

  • Comment text

status
Status
colourGreen
titlePass
colourRed
titleFail

27

Generate and publish a Lords Running List

Generating a Lords Running List

Expand
titleSteps

From the Official Lists tab

Click Create and in the modal select ‘Lords Running List; set Stage to ‘Committee of the Whole House’; set the cut-off date to today’s date and use a time slightly in the future for the cut-off time

In the Editor, from the Document menu, select Generate PDF and generate a PDF of the list

Close the Editor

On the Official Lists tab, expand the list of snapshots below your new Running List

Click the Actions menu next to the PDF entry

Select Publish

Editor opens showing the Running List

Running List contains all amendments tabled so far (up until the cut-off date and time)

Order of Consideration is listed in two columns on the first page

After selecting ‘Publish’ from the Actions menu, the publish version modal appears

After confirming, a new significant version is created on the right-hand side

Significant version’s label will be the version label of your list, prepended with the word ‘Published’

Status
colourGreen
titlePass
Status
colourRed
titleFail

28

Create amendments to amendments in a new LoDA (to test the parsing of amendment text)

[Commons and Lords] Amendments to amendments

Expand
titleSteps

On the Amendment Workspace tab, create a new LoDA; ensure Stage is set to ‘Committee’

In the Editor, press Enter to bring up the CCA and select Amendment to Amendment

Use the following example text to populate the placeholders:

(in the italic note) As an amendment to the amendment in the name of Lord Purvis of Tweed to Clause 5, page 2, line 33, printed on sheet HL Bill 128(a)
(in the instruction text) In subsection (6B) at end insert—

Create another amendment-to-amendment and populate with the following example text:

(in the italic note) As an amendment to the amendment in the name of Lord Purvis of Tweed to Schedule 3, page 112, line 33, printed on sheet HL Bill 128(a)
(in the instruction text) In schedule sub-paragraph (6B) at end insert "this is it"

Create a third amendment-to-amendment and populate with the following example text:

(in the italic note) As an amendment to amendment 2
(in the instruction text) In subsection (6B) at end insert "go for it"

Save the list

From the Amendment Information panel in the Editor, use the Bulk update statuses button to Submit and then Table the amendments

Save the list again

Able to create amendments to amendments

After saving, the Amendment Information panel shows the following ‘Provision’ attribute for each amendment:

  • first amendment: sec_5

  • second amendment: sch_3

  • third amendment amnd_2

Page and line numbers are also populated for the first two amendments

Status
colourGreen
titlePass
Status
colourRed
titleFail

2929

Create a Lords Marshalled List

Generating a Lords Marshalled List

A Lords Marshalled List opens in the Editor containing all the tabled amendments

The amendments are numbered

Amendments are sorted according to the Lord's sort order; refer to the Manual for guidance: Sorting logic used by Lords amendment lists

Status
colourGreen
titlePass
Status
colourRed
titleFail

The user manual may need to be edited/updated

30

Update star status

Inserting/removing an Amendment Star

Expand
titleSteps

With the Marshalled List open in the Editor

Right-click the text of an amendment and select Update star status

The system will present the Update amendment star dialogue box

Select which star you want and click Update

The system will update the amendment accordingly

Able to update star status from the modal

Updated stars display in the Editor

status
Status
colourGreen
titlePass
colourRed
titleFail

31

Generate PDF of Lords Marshalled List and publish it

Generating and viewing a PDF Publishing UK amendment lists (incl. ping pong lists)

Expand
titleSteps

On the Official Lists tab, from the Actions menu next to your Marshalled List, select Generate PDF and generate a PDF of the list; ensure ‘Record snapshot version’ is ticked

Expand the list of snapshots below your Marshalled List

Click the Actions menu next to the PDF entry

Select Publish

PDF is generated and a green success toastie appears in the bottom-right of the screen

The ‘View PDF’ button in the green success message can be clicked

Clicking the ‘View PDF’ button opens the PDF in a new tab

When you expand the snapshot versions under your list, there is a snapshot version labelled ‘PDF’

After selecting ‘Publish’ from the Actions menu, the publish version modal appears

After confirming, a new significant version is created on the right-hand side

Significant version’s label will be the version label of your list, prepended with the word ‘Published’

Status
colourGreen
titlePass
Status
colourRed
titleFail

32

Record outcomes against amendments using the Editor

Recording amendment outcomes

Expand
titleSteps

From the Amendment Manager tab, open a temporary list of all Tabled amendments

In the Editor, expand the Amendment Status pane on the right

Record outcomes against the amendments using the Next/Previous buttons and the Tabled/Rejected buttons

Save the list

Able to use the Next and Previous buttons to choose between amendments in the list

Able to use the Tabled and Rejected buttons

Clicking Tabled or Rejected causes the button to become highlighted

Able to click again on a highlighted button to deselect it; it becomes un-highlighted

Clicking Save updates the Status (which is also visible in the Amendment Status pane) to show either ‘Tabled' or ‘Rejected’ depending on which button was highlighted when the save action was performed

Status
colourGreen
titlePass
Status
colourRed
titleFail

33

Create another Daily Sheet (a supplementary sheet)

https://lawmaker.atlassian.net/wiki/spaces/USERMANUAL/pages/64782398/Generating+a+Lords+Daily+Sheet+incl.+unnumbered+supplementary+sheets#Deciding-on-the-document-template-to-use%3A

New daily sheet opens in the Editor, in a new tab

The supplementary ‘rubric’ appears in the Preface: [Supplementary to the Marshalled List]

The list contains only new amendments tabled since the previous Marshalled List was published

status
Status
colourGreen
titlePass
colourRed
titleFail

34

Create a Manuscript Amendment List containing a new amendment

Generating a Lords Manuscript List (used for numbered supplementary sheets)

Expand
titleSteps

On the Amendment Workspace tab, create a new Traditional LoDA

Draft a simple amendment and save the list

Submit the list

Table the amendment; save and close the Editor

From the Amendment Manager tab, select the amendment you just drafted

Open the Amendment Actions menu and select ‘Create Official List’

In the modal, pick ‘Lords Manuscript List’ as the list type and Create the list

New List opens in the Editor, in a new tab

The list contains the selected amendment

Amendment is numbered

Amendment will have a black star against it (because it was not published on an earlier list)

Status
colourGreen
titlePass
Status
colourRed
titleFail

35

Generate PDF of Manuscript List and publish it

Generating and viewing a PDF

Expand
titleSteps

On the Official Lists tab, from the Actions menu next to your Manuscript List, select Generate PDF and generate a PDF of the list; ensure ‘Record snapshot version’ is ticked

Expand the list of snapshots below your Marshalled List

Click the Actions menu next to the PDF entry

Select Publish

PDF is generated and a green success toastie appears in the bottom-right of the screen

The ‘View PDF’ button in the green success message can be clicked

Clicking the ‘View PDF’ button opens the PDF in a new tab

When you expand the snapshot versions under your list, there is a snapshot version labelled ‘PDF’

After selecting ‘Publish’ from the Actions menu, the publish version modal appears

After confirming, a new significant version is created on the right-hand side

Significant version’s label will be the version label of your list, prepended with the word ‘Published’

status
Status
colourGreen
titlePass
colourRed
titleFail

36

Add additional text to the official Lords lists

Inserting/deleting amendments or interstitial headings

Expand
titleSteps

Open a Daily, Marshalled, or Manuscript list in the Editor

Use the CCA (by pressing Enter with your caret in the relevant place in the list) to do the following:

Insert a paragraph in the title on the front and back cover

Insert interstitial headings between amendments

Save the list

Able to add new paragraphs to the front and back covers

Able to add interstitial headings between amendments in the list

Able to save the list

Status
colourGreen
titlePass
Status
colourRed
titleFail

37

Applying amendments as a Lords user

Applying Amendments

Expand
titleSteps

To test this, it is best to create some realistic amendments which refer to the text in your As Introduced version. Examples of the format and wording of Lords amendments can be found here: HL Bill 12(g) (parliament.uk)

1. From the Project Tab, open the published PDF of the ‘As Introduced’ working version of the bill and make sure there are some sections and sub-sections with text in them.

2. Create a new LoDA from the Amendment Workspace tab and draft two or three amendments referring to specific words, lines, and page numbers in the As Introduced PDF.

3. Save the LoDA

4. With the LoDA still open in the Editor, use the ‘Bulk update Statuses’ button to Submit, Table, and then mark all the amendments in the list as 'Agreed'.

5. Close the Editor

6. From the Amendment Manager tab, select the amendments you just created and marked as Agreed

7. From the Amendment Actions menu, select ‘Apply amendments’

8. In the modal, choose to ‘Create new Bill version’; create a new folder and add a Version description; click Create

Green success toastie appears in top-right of the screen

Number of amendments successfully applied is stated in the toastie

On the Project Tab, a new bill version exists in the chosen folder with the label you specified

When opening that version in the Editor, you can expand the Inline amendments pane and Review pane on the right-hand side to see successful and failed amendments

If one or more amendments were successfully applied, the bill version contains red and blue tracked change markup showing the changes made by those amendments

If one or more amendments were successfully applied, there is an ‘Accept All’ button at the top of the list in the Inline amendments panel

Clicking ‘Accept all’ applies the amendments to the bill text and removes the red and blue tracked changes

Status
colourGreen
titlePass
Status
colourRed
titleFail

3838

Update cross references in amendments

https://lawmaker.atlassian.net/wiki/spaces/USERMANUAL/pages/25526373/Applying+Amendments#Cross-references-in-applied-amendments

Expand
titleNotes

To test this, you will need to draft an amendment which refers to a section of your bill version

Refer to this part of the manual to insert references to the bill within a drafted amendment: https://lawmaker.atlassian.net/wiki/spaces/USERMANUAL/pages/688776/Cross-references+x-refs#Inserting-and-updating-cross-references-between-documents-within-Lawmaker

Follow previous steps to apply the amendments to your new bill version then use the Update x-refs function in the Editor to update the reference

Able to resolve cross-references in applied amendments

Status
colourGreen
titlePass
Status
colourRed
titleFail

39

Create the ‘As amended in Committee’ version and publish it

Expand
titleSteps

From the Project tab, update Document information on the new working version containing the amendments

Update the Version rubric to ‘As amended in Committee’

Generate a PDF of this version; ensure ‘Line numbering’ is ticked

Publish the PDF snapshot

PDF is generated and a green success toastie appears in the bottom-right of the screen

The ‘View PDF’ button in the green success message can be clicked

Clicking the ‘View PDF’ button opens the PDF in a new tab

When you expand the snapshot versions under your list, there is a snapshot version labelled ‘PDF’

After selecting ‘Publish’ from the Actions menu, the publish version modal appears

After confirming, a new significant version is created on the right-hand side

Significant version’s label will be the version label of your list, prepended with the word ‘Published’

40

Prepare the "As Brought From Lords" version

Preparing a House Bill​

Expand
titleSteps

From the Project tab, duplicate the last published version of your Bill and label it ‘Commons copy’ or a similar title

Generate another PDF, this time make sure the option ‘Generate as House Bill’ is ticked

Share the working version with the House of Commons

Login as a HoC user, duplicate this shared copy

Update the Document Information for this version:

>Update Version rubric to 'As Brought From the Lords'

>Update the ‘Brought from date’

>Under ‘Printed by’ pick the House of Commons

Open the version in the Editor

Re-insert the Front and Back covers

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

Close the Editor

From the Project tab, click the Actions menu next to the PDF snapshot version you just created and select Publish

Able to share version between HoL and HoC

Able to add Brought from date

Able to change ‘Printed by’ value to House of Commons

Able to update the front and back covers in the Editor

Version rubric shows [As brought from the Lords]

Able to generate a PDF and publish it

status
Status
colourGreen
titlePass
colourRed
titleFail

41

As an OPC user, create a new LoDA against the As Brought from the Lords version

Expand
titleSteps

Login to Lawmaker as an OPC user

Open the UK Bill project

On the Amendment Workspace tab, click New

In the modal, pick Traditional type of amendment list

Bill version: "as brought from the Lords" version

House: "House of Commons"

Stage: “Committee”

Specify an unique List name and select a Proposer

Click Create

Editor opens containing the draft list of amendments template

And the Bill name will appear at the top of the template

And the stage will match what I specified

And the proposer will match what I specified

And the list will be visible on the "Amendment Workspace" tab against the As brought from the Lords workspace filter

Status
colourGreen
titlePass
Status
colourRed
titleFail

42

As an OPC user, create some amendments in the LoDA

Drafting and editing amendments Drafting UK amendments

Create at least three amendments, so you can test other features (like ‘bulk update status’) in later steps.

Make sure your amendments are explicitly referring to clauses and schedules - this will allow you to test the Order of Consideration later.

Examples of the formatting and phrasing of Commons amendments can be found in this PDF: Commons PBC amendments to the Digital Markets Bill

Expand
titleSteps

With the LoDA open in the Editor, click inside the first 'Instruction' placeholder

Press Enter and select an amendment from the Content Completion Assistant

Repeat the preceding step to create the following types of amendments:

- leave out clause or leave out schedule

- new clause

- new schedule

- page-line

- amendment to amendment

Save the list and close the Editor

A new amendment appears in the Editor

And there are custom placeholders for Page-line, New Clause, New Schedule, and Stand part amendments

And the proposer is the same as the proposer of the previous amendment

And an entry appears in the Structure view

And when I click save, D numbers will be assigned to all my amendments

And the D number assignment shows the user's organisation abbreviation, followed by a number that increases sequentially by 1 and has no leading zeros e.g. OPC1, OPC2

The amendments are also visible in the table on the Amendment Manager tab

Status
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titlePass
Status
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titleFail

43

Duplicate a LoDA

Expand
titleSteps

On the Amendment Workspace tab, from the Actions menu next to your LoDA

Select ‘Duplicate version’

Assign a label to your copy and click Create

List is duplciated and appears on the Amendment workspace tab against the same bill version

Abe to open the new list in the Editor

List contains the same amendments from the copied list, including Dnums

Note changes made to amendments on the duplicated list will be reflected in the original list

status
Status
colourGreen
titlePass
colourRed
titleFail

44

Amend proposer and add supporters in Commons amendment

Managing proposers and supporters

Expand
titleSteps

Open a LoDA in the Editor

Click on proposer's name in the LoDA to bring up the Manage members modal

Choose a new Proposer and add one or two supporters

Save and close the modal

Save the list

Able to update proposer and supporter information for amendments drafted in the LoDA

In the Manage members modal, both drop-down lists contain suggestions for Commons MPs' names

Able to save the list

Status
colourGreen
titlePass
Status
colourRed
titleFail

45

As an OPC user, generate PDF of Commons amendment LoDA with D-Numbers

Generating and viewing a PDF

Expand
titleSteps

With the LoDA open in the Editor

Click Document

Select Generate PDF

In the Generate PDF modal, select ‘Show D-numbers’

PDF is generated and a green success toastie appears in the bottom-right of the screen

The ‘View PDF’ button in the green success message can be clicked

Clicking the ‘View PDF’ button opens the PDF in a new tab

PDF shows the D-numbers of all the amendments

status
Status
colourGreen
titlePass
colourRed
titleFail

The user manual will need to be updated for v16

46

As an OPC user, Submit Commons amendments from a LoDA; in the Submit amendments modal mark them as ‘Government amendments’

Also test commenting on amendments and flagging amendments

Submitting amendments Preview and comment on amendments Flagging amendments

Able to submit amendments from the LoDA

Status
colourGreen
titlePass
Status
colourRed
titleFail

4747

As a HoC user, open submitted amendments in an Ephemeral List

Expand
titleSteps

Login as a HoC user

From the Amendment Manager select the amendments submitted in the previous step

From the Amendment Actions menu, click ‘Create temporary list’

Able to view OPC amendments in the Amendment Manager tab

Able to open the amendments in a temporary list

Status
colourGreen
titlePass
Status
colourRed
titleFail

48

Save ephemeral list as LoDA

Saving a temporary list as a new amendment list

Able to save the temporary list as a LoDA with a new label

Saved LoDA is visible on the Amendment Workspace tab

Status
colourGreen
titlePass
Status
colourRed
titleFail

49

Copy and paste amendments in LoDA

Expand
titleSteps

Open the newly created LoDA in the Editor

Click on an amendment and select 'Amendment' from the breadcrumb

Press Ctrl+c on your keyboard to copy it

Place your cursor in another amendment

Press Ctrl+v to paste the amendment

Save the list

Amendment is pasted as a new amendment, with no D-num assigned to it

Able to save the list

status
Status
colourGreen
titlePass
colourRed
titleFail

50

Bulk Table Amendments

https://lawmaker.atlassian.net/wiki/spaces/USERMANUAL/pages/25526674/Tabling+UK+amendments+incl.+ready+for+publishing#To-update-statuses-in-one-go

Able to table all amendments in the LoDA

Status
colourGreen
titlePass
Status
colourRed
titleFail

51

Bulk update status of amendments to ‘Ready for publishing’

https://lawmaker.atlassian.net/wiki/spaces/USERMANUAL/pages/25526674/Tabling+UK+amendments+incl.+ready+for+publishing#To-update-statuses-in-one-go

Able to mark all amendments in the LoDA as ‘Ready for publishing'

Status
colourGreen
titlePass
Status
colourRed
titleFail

52

Renumber amendments in the LoDA

Renumbering amendments

Able to renumber amendments from the specified starting number in the Editor

OPC amendments which were marked as government amendments will have Gov before their number

Status
colourGreen
titlePass
Status
colourRed
titleFail

53

Create Commons Marshalled List and Update the list

Creating, managing and updating official amendment lists

House of Commons amendment list logic

Expand
titleSteps

On the Amendment Manager tab

From the Amendment Actions menu

Select ‘Create Official List’

Pick the ‘As brought from the Lords’ bill version

In the modal, select ‘Commons Marshalled List’

Select the Stage ‘Committee Stage’

Pick today’s date

Add a list name

Click Create

In the Editor, from the Tools menu, select ‘Update list’

Empty Marshalled List opens in the Editor, in a new tab

Relevant rubrics are present at the start of the List; compare with this PDF: digitalmarkets_day_pbc_0711.pdf (parliament.uk)

On clicking ‘Update list’, all amendments marked ‘Ready for publishing’ are added to the list and can be viewed in the editor

Status
colourGreen
titlePass
Status
colourRed
titleFail

54

Insert resolutions and motions and convert resolution to order

Inserting and deleting motions and resolutions

Converting a resolution into an Order in a Commons Marshalled List

Expand
titleSteps

With the Marshalled List open in the Editor

Bring up the CCA and add a Motion, Motion to Amend, Resolution, and Order

Add some text to the placeholders

Save the list

Right-click on the Resolution and select the option to ‘Convert to Order’

Able to use the CCA in the Editor to insert resolutions into the list

Able to use the CCA in the Editor to insert motions into the list

Converting a resolution into an Order removes it from the list and a new order (containing the resolution content) is inserted at the end of the amendment list (before the Withdrawn Amendment section)

Able to save the list

status
Status
colourGreen
titlePass
colourRed
titleFail

55

Create order of consideration for Commons amendments

Creating an Order of Consideration

Able to create an Order of Consideration from the modal

Status
colourGreen
titlePass
Status
title
colourRed
Fail

56

Create some new amendments and then re-run 'Update List' in the Commons Marshalled List

Expand
titleSteps

Create a normal Commons LoDA (e.g. select House "Commons" and Stage "Committee Stage")

Insert three Amendments to amendments by selecting 'Amendment to amendment' from the insert menu

Type the following 3 types of a2a rubrics into these amendments
(a) example 1:
(amendment context) As an amendment to Jesse Norman's proposed New Clause (Trailer safety: report) (NC1):-
(instruction) Line 5, after "involved" insert "commercial or non-commercial"
(b) example 2:
(amendment context) As an amendment to Karin Smyth's proposed New Schedule (Reporting requirements) (NS3):-
(instruction) Line 15, leave out "the" and insert "that".
(c) example 3:
(amendment context) As an Amendment to Karin Smyth's proposed Amendment NC1(a):-
(instruction) Line 2, at end insert "and the installation of tow bars".

Save the LoDA

Open the previous marshalled list and run update list

After the list populates, save the list

New amendments are added to the Marshalled list

Amendments which appear in the updated Marshalled list are marked with a black star

Able to save the list

Status
colourGreen
titlePass
Status
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titleFail

57

Generate a PDF of a Commons Marshalled list; ensure ‘Record snapshot version’ is ticked

Generating and viewing a PDF

Able to generate a PDF

Check PDF formatting: compare with digitalmarkets_day_pbc_0615.pdf (parliament.uk)

Status
colourGreen
titlePass
Status
colourRed
titleFail

58

Publish Commons Marshalled List

Publishing UK amendment lists (incl. ping pong lists)

Able to publish the list

New significant version is created on the Official Lists tab

Status
colourGreen
title

Status
colourRedGreen
titleFailPass

59

Duplicate last published Commons Marshalled List

Duplicating amendment lists

Able to duplicate the list

Second marshalled list is visible on the Official Lists tab and can be opened in the Editor

Status
colourGreen
titlePass
Status
colour
Red
titleFail

60

Re-run 'Update List' to test the white star functionality

Updating/populating a list with amendments

https://lawmaker.atlassian.net/wiki/spaces/USERMANUAL/pages/23199745/House+of+Commons+amendment+list+logic#Starred-amendments

Expand
titleSteps

Open the duplicated list in the Editor

From the Tools menu, select ‘Update List’

In the modal, pick today’s date for both fields: “Date” and “White star date”

Click Update

Save the list

Generate a PDF of the list

White star appears next to all amendments in the list

The PDF version displays the white stars against the same amendments

Status
colourGreen
titlePass
Status
colourRed
titleFail

61

Share Marshalled List with OPC

Sharing a document with another organisation

Significant version created on the Official Lists tab after sharing

New significant version is visible to OPC users

Status
colourGreen
titlePass
Status
colourRed
titleFail

62

Recording outcomes (use Next/Previous buttons)

Recording amendment outcomes

Able to navigate between amendments in the list using the Next and Previous buttons

Able to update the outcome of each amendment using the buttons

After clicking the button, the decision block displays that outcome

Able to change the text in the decision block by typing into the 'decision' field on the right-hand panel

On saving, the changes are saved

Status
colourGreen
titlePass
Status
colourRed
titleFail

63

Generate a Commons Proceedings Document

Generating an Amendment List (including Proceedings, ping pong lists and reason documents)

Empty Proceedings document opens in the Editor, in a new tab

Relevant rubrics are present at the start of the List; compare with this PDF: digitalmarkets_rpro_pbc_0711 (parliament.uk)

On clicking ‘Update list’, all amendments with outcomes recorded against them are added to the list and can be viewed in the Editor

Status
colourGreen
titlePass
Status
colour
Red
titleFail

64

Generate PDF of Commons Proceedings Document; ensure ‘Record snapshot version’ is ticked

Generating and viewing a PDF

Able to generate a PDF of the Proceedings document

status
Status
colourGreen
titlePass
colourRed
titleFail

65

Publish Commons Proceedings Document

Publishing UK amendment lists (incl. ping pong lists)

Able to publish the Proceedings document

New Significant version created on the Official Lists tab

Status
colourGreen
titlePass
Status
colour
Red
titleFail

66

Create another Commons Marshalled List, to test that amendments with outcomes recorded against them are no longer included

On creating the list and updating it, amendments with outcomes recorded against them are not included

Status
colourGreen
titlePass
Status
colourRed
titleFail

67

Applying amendments as a Commons user

Applying Amendments

Expand
titleSteps

To test this, it is best to create some realistic amendments which refer to the text in your As Introduced version. Examples of the format and wording of Commons amendments can be found here:

digitalmarkets_day_pbc_0622.pdf (parliament.uk)

1. From the Project Tab, open the published PDF of the ‘As Brought from the Lords’ working version of the bill and make sure there are some sections and sub-sections with text in them.

2. Create a new LoDA from the Amendment Workspace tab and draft two or three amendments referring to specific words, lines, and page numbers in the As Brought from the Lords PDF.

3. Save the LoDA

4. With the LoDA still open in the Editor, use the ‘Bulk update Statuses’ button to Submit, Table, mark Ready for Publishing, and finally mark all the amendments in the list as 'Agreed to'.

5. Close the Editor

6. From the Amendment Manager tab, select the amendments you just created and marked as Agreed to

7. From the Amendment Actions menu, select ‘Apply amendments’

8. In the modal, choose to ‘Create new Bill version’; create a new folder and add a Version description; click Create

Green success toastie appears in top-right of the screen

Number of amendments successfully applied is stated in the toastie

On the Project Tab, a new bill version exists in the chosen folder with the label you specified

When opening that version in the Editor, you can expand the Inline amendments pane and Review pane on the right-hand side to see successful and failed amendments

If one or more amendments were successfully applied, the bill version contains red and blue tracked change markup showing the changes made by those amendments

If one or more amendments were successfully applied, there is an ‘Accept All’ button at the top of the list in the Inline amendments panel

Clicking ‘Accept all’ applies the amendments to the bill text and removes the red and blue tracked changes

Status
colourGreen
titlePass
Status
colourRed
titleFail