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| 1 | Setup As an OPC user, setup a test Bill project
| A significant version is created On the ‘Amendment Workspace’ and ‘Amendment' Manager' tabs the top-left drop-down filter shows an ‘As Introduced’ version |
| 2 | As an OPC user, create a Traditional List of Draft Amendments (LoDA) for House of Lords amendments Expand | | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 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)
| 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 |
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| 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. Include references 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
| 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 Dnumber 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 statusThe amendments are also visible in the table on the Amendment Manager tab |
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| 4 | Turn on/off line numbering for amendments Turn on/off line number on amendments (including ping pong motions) Share the Bill with the House of Lords Sharing a document with another organisation For amendments where ‘no line numbers’ has been selected: no line numbers appear
For amendments where ‘add line numbers’ has been selected: line numbers appear every five lines
| 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) |
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| 5 | Change the Proposer of a Lords amendment and add supporters Managing proposers and supporters 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 Status | | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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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
On clicking Update, chosen names appear in the main Editor window above the relevant amendment
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
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Generate PDF of Lords amendment LoDA with D-Numbers
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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 opens in a new tab
PDF shows the D-numbers of all the amendments
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Amendments are still visible on the Amendment Manager tab
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As an OPC user, Submit Lords amendments from the LoDA Submitting amendments turn on/off line numbering for amendments
Turn on/off line number on amendments (including ping pong motions)
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With the LoDA open in the Editor Open the ‘Document Information’ panel on the right-hand side Click Submit List |
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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
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As a HoL user, view submitted Lords amendments in ephemeral list
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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
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
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As an OPC user, change the Proposer of a Lords amendment and add supporters
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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
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Table and Reject amendments from the ephemeral list
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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
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As an OPC user, generate PDF of Lords amendment LoDA with D-Numbers
On saving, the ‘Status’ shown in the Amendment Status panel shows either Tabled or Rejected| Expand | ||
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With the LoDA 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’ 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
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
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As an OPC user, Submit Lords amendments from the LoDA
After saving, the status of the amendments (in the Amendment Information panel) is now 'Tabled'| Expand | ||
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With Open the temporary list open LoDA in the Editor Expand Open the Amendment Status ‘Document Information’ 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
Submit List |
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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
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Update Lifecycle Event for one of the amendments Undoing an amendment status/managing lifecycle events
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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 |
As a HoL user, view submitted Lords amendments in ephemeral list
Opening amendments in the Editor (creating temporary lists)
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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
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Create Lords Daily Sheet Generating a Lords Daily Sheet (incl. unnumbered supplementary sheets
Table and Reject amendments from the ephemeral list
Tabling UK amendments (incl. 'ready for publishing')
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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
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
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Bulk update the other amendments' statuses
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Drag an amendment into a new location using the Structure View on the left-hand side of the Editor window |
Editor is updated showing the amendment in the new location
Structure view also updates
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'
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Create an Order of Consideration for Lords amendments Creating an Order of Consideration
To test this step, some of the amendments you created in earlier steps must refer to numbered clauses and schedules.Update Lifecycle Event for one of the amendments
Undoing an amendment status/managing lifecycle events
In the generated Daily Sheet, the amendments are sorted according to the OoC| Expand | ||
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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
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’
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Sort amendments by Order of Consideration on the 'Amendment Manager' tab
Create Lords Daily Sheet
Generating a Lords Daily Sheet (incl. unnumbered supplementary sheets)
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Click the OoC Sort button on the Location column |
Amendments are sorted in the list according to the OoC
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Update Daily Sheet Document Information
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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, the List Number and Version appear in the footer
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
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Generate PDF of Move an amendment on a Lords Daily Sheet from List tabusing the Structure View
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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 version generated
Green success toastie appears on the List tab
When you expand the snapshot versions under your list, there is a snapshot version labelled ‘PDF’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
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Publish Lords Daily Sheet
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.
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From the Official Lists Amendment manager 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’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
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Create Second Daily sheet with newly tabled amendments in itSort amendments by Order of Consideration on the 'Amendment Manager' tab
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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)Click the OoC Sort button on the Location column |
Amendments are sorted in the list according to the OoC
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Update Daily Sheet Document Information
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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
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Lords Daily sheet cut-off time testGenerate PDF of Lords Daily Sheet from the Official Lists tab
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From the Official List 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 (before you Tabled the previous amendments) 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.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’
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Add note to Lords amendment
Inserting an amendment note The user manual will need to be updated for v16
Publish Lords Daily Sheet
Publishing UK amendment lists (incl. ping pong lists)
Able to type text into the placeholder| Expand | ||
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Open one of the LoDAs created in the previous steps Right-click in the text of one of the amendments Select Insert Amendment Note |
A placeholder note appears above the amendment
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’
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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
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Generate and publish a Lords Running List Generating a Lords Running List
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Create amendments to amendments (Testing parsing)
Create Second Daily sheet with newly tabled amendments in it
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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 Running ListDaily 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 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’
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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)
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Lords Daily sheet cut-off time test
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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.
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Create Add a note to Lords Marshalled ListStatus
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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
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Use filters on Amendment Manager tab
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
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Publish Lords Marshalled List
Generate and publish a Lords Running List
Generating a Lords Running List
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Recording outcomes (use Next/Previous buttons)
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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’
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Create a Manuscript Amendment List
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Generate PDF of Manuscript List
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Publish Manuscript List
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Test CCA for all Lords Amendment Lists
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Applying amendments (& resolving cross references)amendments to amendments in a new LoDA (to test the parsing of amendment text)
[Commons and Lords] Amendments to amendments
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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) 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) Create a third amendment-to-amendment and populate with the following example text: (in the italic note) As an amendment to amendment 2 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
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Prepare Bill "As Brought From Lords"
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Create 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
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Create amendment cross references
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OPC creates HoC amendmentThe user manual may need to be edited/updated
Update star status
Inserting/removing an Amendment Star
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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
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Amend proposer and add supporters in Commons amendment
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Generate PDF of Commons amendment LoDA with D Numbers
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Set amendments to 'On hold'
Generate PDF of Lords Marshalled List and publish it
Generating and viewing a PDF Publishing UK amendment lists (incl. ping pong lists)
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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’
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OPC Submit Commons amendments (incl. flag & comment test)
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HoC open submitted amendments in Ephemeral List
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Save ephemeral list as LoDA
Record outcomes against amendments using the Editor
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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
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Copy and paste amendments in LoDA
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Bulk Table Amendments
Create another Daily Sheet (a supplementary sheet)
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
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Bulk 'Ready for published' amendments
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Duplicate a LoDA
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Renumber amendments
Create a Manuscript Amendment List containing a new amendment
Generating a Lords Manuscript List (used for numbered supplementary sheets)
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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)
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Create Commons Marshalled List (incl. Update List)
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Resolve x-refs
Generate PDF of Manuscript List and publish it
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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’
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Update sort codes
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Add additional text to the official Lords lists
Inserting/deleting amendments or interstitial headings
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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
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Create order of consideration for Commons amendments
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Re-run 'Update List' in Commons Marshalled List
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PDF Commons Marshalled list
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Publish Commons Marshalled List
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Duplicate last published Commons Marhsalled List
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Re-run 'Update List' (having created more amendments & use white star)
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Share Marshalled List with OPC
Applying amendments as a Lords user
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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
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Recording outcomes (use Next/Previous buttons)
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Generate a Commons Proceedings Document
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Generate PDF of Commons Proceedings Document
Update cross references in amendments
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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
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Create the ‘As amended in Committee’ version and publish it
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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’
Prepare the "As Brought From Lords" version
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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
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As an OPC user, create a new LoDA against the As Brought from the Lords version
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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
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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
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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
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Duplicate a LoDA
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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
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Amend proposer and add supporters in Commons amendment
Managing proposers and supporters
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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
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As an OPC user, generate PDF of Commons amendment LoDA with D-Numbers
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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
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The user manual will need to be updated for v16
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
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As a HoC user, open submitted amendments in an Ephemeral List
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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
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Save ephemeral list as LoDA
Able to save the temporary list as a LoDA with a new label
Saved LoDA is visible on the Amendment Workspace tab
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Copy and paste amendments in LoDA
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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
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Bulk Table Amendments
Able to table all amendments in the LoDA
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Bulk update status of amendments to ‘Ready for publishing’
Able to mark all amendments in the LoDA as ‘Ready for publishing'
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Renumber amendments in the LoDA
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
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Create Commons Marshalled List and Update the list
Creating, managing and updating official amendment lists
House of Commons amendment list logic
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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
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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
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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
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Create order of consideration for Commons amendments
Able to create an Order of Consideration from the modal
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Create some new amendments and then re-run 'Update List' in the Commons Marshalled List
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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 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
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Generate a PDF of a Commons Marshalled list; ensure ‘Record snapshot version’ is ticked
Able to generate a PDF
Check PDF formatting: compare with digitalmarkets_day_pbc_0615.pdf (parliament.uk)
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Publish Commons Marshalled List
Able to publish the list
New significant version is created on the Official Lists tab
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Duplicate last published Commons Marshalled List
Able to duplicate the list
Second marshalled list is visible on the Official Lists tab and can be opened in the Editor
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Re-run 'Update List' to test the white star functionality
Updating/populating a list with amendments
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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
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Share Marshalled List with OPC
Significant version created on the Official Lists tab after sharing
New significant version is visible to OPC users
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Recording outcomes (use Next/Previous buttons)
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
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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
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Generate PDF of Commons Proceedings Document; ensure ‘Record snapshot version’ is ticked
Able to generate a PDF of the Proceedings document
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Publish Commons Proceedings Document
Able to publish the Proceedings document
New Significant version created on the Official Lists tab
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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
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Publish Commons Proceedings Document
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Create another Commons Marshalled List
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Applying amendments (& resolving cross references)
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Re-open auto-save version on refresh
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Applying amendments as a Commons user
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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
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