1. Patricia Tips & Tricks

2. CASE MANAGEMENT Open Entry – wild card search
Case No.
Matter Id
Application No.
Registration No.
Last opened Case/Name (5)
Switch between open windows in Patricia (ctrl+tab)
Default Column Setup (select columns per user/login)
Filter/Find
Sort Ascending/Descending
Copy Value

3. CUT IT SHORT
Short Cuts
Patricia short cuts: hoover over tabs to see available short cuts
Add Name on Parties Ad-Hoc
Add Term Ad-Hoc (activate with BC value 310)
Change Name on Family cases (Related Cases Page)
Change Team on Family cases (no term update)

4. DATA VERIFICATION Diary Data Name and Case Data
Double Check important Diary Data information/input
Setup done on Diary Field in Diary Matrix
Multi user or Single user verification
Report to show what is pending for verification
Diary Log to show both pending and verified/confirmed Diary Fields
BC Value (336) to allow user to copy case with Pending Diary Fields: TRUE/FALSE
Name and Case Data
Setup in Maintenance | Audit Log
Choose what fields to verify
(Setup Workflow to control the Data Verification for External Terms for example)

5. GENERAL Send Report by Email
Excel Image Loader / will convert device path to images in exported Excel reports
Term List Extended
Term List Display Manager
Mandatory / Recommended Fields / Use Default

6. BATCH PARTIES CHANGES Batch Parties Changes
Update Parties Page; changing from one Name Record to another
Update Parties Page, adding Name Record to Parties Page
Update Parties Page; removing Name Record from Parties Page
Update Parties Page; updating Address information on existing Name Record
Update Parties Page; updating Name information on existing Name Record
Update Parties Page, removing contact from existing Name Record
Update Parties Page, adding contact to existing Name Record
Update Parties Page, changing from one contact to another on existing Name Record

7. FIND Custom Find Find List Builder Save As Filter / Find
Create own find lists to show more columns in Case Find result
Combination of saved criteria and find list
Save As
Possible to Save result to Excel / PDF
Filter / Find

8. NAME INFORMATION Default Name Setup Name Matrix Setup
Automatically add certain Name No. / Name Type when creating case / copying case
Name Matrix Setup
Address Type
Recommended Name Type: multiple options possible
Use with BC value 317
Name Creation wizard
Set Name Field as default / mandatory / recommended field and they will appear in the Name Creation Wizard
Default Service Level
Change Service Level