1. Batch Setup

2. BATCH RUN New Job: Criteria window List of Batch Jobs
Limit list of Batch Jobs selecting Batch Type
Name Type activates Batch Report List
Budget List Report
Group by Contact
Term Responsible
Include Device

3. BATCH RUN – ADVISORY LIST
New Job – Lock Terms
Specify Sort
Check Names
Print Documents /
Update Cases: will move the terms
Schedule Jobs

4. BATCHED RUNS - LOG Batch Job Log Close Job Open Log Detail
Will manually close batch and un-lock terms
Open Log Detail
Reprinting of documents and reports
Note: Manually closing the batch job will not remove the already printed documents if any were printed

5. BATCH JOB - SETUP Term Configuration | Batch Settings
Batch Job | Basic
Batch Job Type
Note: Make sure you add language labels in order to be able to view and add the Batch Job in Patricia

6. BATCH JOB - SETUP Term Creation Setup Case Type Setup Batch Job
Sequence
Work Codes
Transfer Work Codes
Document
Case Type Setup
Class Group

7. DOCUMENT SETUP Document Setup Type = Batch Patricia Modern RTF
Correspondence Name Type
File Name ( )

8. REPORT CREATOR Report Creator Edit Batch List Select Columns
No Criteria
File Name

9. BATCH JOB: TROUBLESHOOTING
Why are not letters printed?
Language
Document Type = Batch
Document created for the Case Type that you wish to print the letter from
Why are letters printed instead of Batch Report?
Name Type selected in Batch Run: criteria window
Batch Job Settings setup on Name Record

10. BATCH JOB: TROUBLESHOOTING
Why are terms not updated?
Relevant terms have correct Batch Job setup
Batch Job is connecting to the relevant Next Batch Job
Next Batch Job setup on the correct term in the workflow
Terms are included in the same Term Family / subfamily
Terms are having the same sequence
Class Group setup on Case Type

11. BATCH JOB: TROUBLESHOOTING
Why are prices missing?
Work Code added to terms
Work Code Price setup or added to Price List Setup
Account Address on Case
Account Address is having Fee Category setup

12. BATCH UPDATE Batch Update Manual Input Import from XML
Import from File
Import from List

13. BATCH UPDATE Manual Input Import from XML Import from File
Cases are added one by one
Import from XML
Name No. mandatory
XML Version 2
Import from File
TXT file

14. BATCH UPDATE Import from List Select Batch Job to find your cases
Retrieve from log
Used when instructions received from client
Renewed option marked
Possible to withdraw a batch job – renew option not marked
Note: Make sure print letters/workflows are not ticked if you just want to make updates and not printing anything

15. 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

16. BATCH PARTIES CHANGES Maintenance | Term | Term Configuration
Batch Parties Changes Setup
Translation
Security

17. BATCH PARTIES CHANGES Assignment Make setup in Maintenance
Create Assignment case
Start Batch Parties Change job and link the Assignment case by having it open
Cases added to the job will be added to Related Cases Page of Assignment case
Possible to create letters and add terms to case