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Configuration Issues

When it triggers
  • Proceeding status is “submitted”
  • Services (court reporting, videography, or interpreter) have been requested
Why it triggers The job has been submitted by the customer with requested services but requires staff configuration before workers can be assigned. This ensures all service details are properly set up before proceeding with worker assignments. Action Required: Configure the job details and service requirements. Link: /proceedings/{jobId}/summary?action=configure

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Coverage Issues

When it triggers
  • Proceeding status is “requested”, “scheduled”, or “confirmed”
  • Job was configured more than 2 days ago OR deposition starts within 5 days
  • One or more required services (court reporting, videography, interpreter) lack a primary worker with status “requested”, “selected”, or “accepted”
Why it triggers The job needs coverage for requested services. Without assigned workers, the deposition cannot proceed. This issue surfaces when either enough time has passed since configuration or the deposition date is approaching, making worker assignment urgent. Action Required: Assign primary workers to ensure all services are covered. Link: /proceedings/{jobId}/services

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Availability Issues

When it triggers
  • Proceeding status is “requested”, “scheduled”, or “confirmed”
  • Job was configured more than 2 days ago OR deposition starts within 5 days
  • Primary workers have been assigned but their availability status is still “requested” or “selected” (not yet “accepted”)
Why it triggers Workers have been requested or selected but haven’t confirmed their availability yet. The job cannot move forward to confirmation until all primary workers accept their assignments. Action Required: Follow up with workers to confirm their availability and acceptance. Link: /proceedings/{jobId}/services

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Confirmation Issues

When it triggers
  • Proceeding status is “scheduled” or “confirmed”
  • Deposition starts within 24 hours
  • Customer confirmation is not “confirmed” OR one or more primary workers with “accepted” availability have not confirmed
Why it triggers As the deposition approaches (within 24 hours), both the customer and all assigned workers must confirm the job details to ensure everyone is aligned and ready. This prevents last-minute surprises or no-shows. Action Required: Contact customer and/or workers to obtain final confirmation. Link: /proceedings/{jobId}/services

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Finalizing Issues

When it triggers
  • Proceeding status is “finalizing”
Why it triggers The deposition has ended and the post-session report has been submitted. The job needs to be reviewed and finalized to move forward with invoicing and billing. Action Required: Review post-session details and finalize the job. Link: /proceedings/{jobId}/services

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Service Invoice Issues

When it triggers
  • Proceeding status is “finalizing” or “complete”
  • No service invoice exists OR service invoice status is “draft”
Why it triggers After the deposition is complete, the customer needs to be invoiced for the services provided. This ensures timely billing and payment collection. Action Required:
  • If no invoice exists: Create the service invoice
  • If draft exists: Finalize the invoice for sending
Links:
  • Create: /proceedings/{jobId}/invoices/create?action=service_invoice
  • Edit: /proceedings/{jobId}/invoices/{invoiceNumber}/edit

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Service Bill Issues

When it triggers
  • Proceeding status is “finalizing” or “complete”
  • Primary workers with “accepted” availability who are external contractors
  • No service bill exists for the worker OR bill status is “draft”
Why it triggers External contractors need to be paid for their services. This ensures timely payment to workers who completed the job. Action Required:
  • If no bill exists: Create the service bill for the worker
  • If draft exists: Finalize the bill
Links:
  • Create: /proceedings/{jobId}/bills/create?userId={userId}&action=service_bill
  • Edit: /proceedings/{jobId}/bills/{billNumber}
Can trigger for multiple workers per job. Only applies to external contractors (not internal staff).

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Order Configuration Issues

When it triggers
  • Order status is “submitted”
Why it triggers A customer has placed an order for additional products/services (transcripts, exhibits, etc.) that requires staff configuration before work can begin. Action Required: Configure the order details and assign workers to products. Link: /proceedings/{jobId}/orders/{orderNumber}?action=assign

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Order Pending Issues

When it triggers
  • Order status is “pending”
  • Order contains products that do NOT require worker uploads (indicating staff action is needed)
Why it triggers The order is in a pending state waiting for staff input or decisions. This could involve approvals, quality checks, or administrative actions before proceeding. Action Required: Review the order and take necessary action to move it forward. Link: /proceedings/{jobId}/orders/{orderNumber}

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Order Finalizing Issues

When it triggers
  • Order status is “finalizing”
Why it triggers The order work has been completed and is ready for final review and delivery to the customer. Action Required: Review and finalize the order for delivery. Link: /proceedings/{jobId}/orders/{orderNumber}

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Suborder Finalizing Issues

When it triggers
  • Suborder status is “finalizing”
Why it triggers A suborder (typically work assigned to a specific worker for part of an order) has been completed and is ready for final review. Action Required: Review and finalize the suborder. Link: /proceedings/{jobId}/orders/{orderNumber}/{subOrderNumber}

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Order Invoice Issues

When it triggers
  • Order status is “finalizing”, “delivery”, or “complete”
  • No invoice exists for the order OR invoice status is “draft”
Why it triggers The order work has been completed and the customer needs to be invoiced for the products/services ordered. Action Required:
  • If no invoice exists: Create the order invoice
  • If draft exists: Finalize the invoice
Links:
  • Create: /proceedings/{jobId}/invoices/create?orderNo={orderNo}[&callbackAction=finalize]
  • Edit: /proceedings/{jobId}/invoices/{invoiceNumber}/edit

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Suborder Bill Issues

When it triggers
  • Suborder status is “finalizing” or “complete”
  • Assigned worker is an external contractor
  • No bill exists for the suborder OR bill status is “draft”
Why it triggers External contractors who completed suborder work need to be paid. Action Required:
  • If no bill exists: Create the suborder bill
  • If draft exists: Finalize the bill
Links:
  • Create: /proceedings/{jobId}/bills/create?orderNo={subOrderNo}[&callbackAction=finalize]
  • Edit: /proceedings/{jobId}/bills/{billNumber}/edit

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Order Deadline Issues

When it triggers
  • Order status is “pending” or “finalizing”
  • One or more products have a due date within 2 days OR are overdue
Priority escalates to HIGH if deadlines have passed. MEDIUM priority if approaching within 2 days.
Why it triggers Product deadlines are approaching or have passed. This ensures timely delivery to customers and maintains service quality commitments. Action Required: Review the order and prioritize completion of products with approaching or overdue deadlines. Link: /proceedings/{jobId}/orders/{orderNumber}

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Time-Based Triggers

Several issues use time-based triggers:
  • 2 days since configuration - Allows reasonable time for worker assignment/response
  • 5 days before deposition - Ensures adequate preparation time
  • 24 hours before deposition - Final confirmation window
  • 2 days before product deadline - Early warning for approaching deadlines
  • 1 day past due - Grace period before flagging overdue items

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Common Patterns

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Job Lifecycle Issues

  1. Configuration Issues → Coverage Issues → Availability Issues → Confirmation Issues → Finalizing Issues
  2. Service Invoice/Bill Issues follow after finalization

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Order Lifecycle Issues

  1. Order Configuration Issues → Order Pending Issues → Order Deadline Issues → Order Finalizing Issues
  2. Order Invoice/Bill Issues follow after finalization

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Suborder Pattern

Suborders follow a similar pattern but are nested within orders, typically for work assigned to specific external contractors.