1. PCP – IP Practice

2. Instructions Portlet
Instructions Portlet can be used for allowing PCP users submitting instructions directly into Patricia and updating terms according to said instructions
Configuration is based upon Reports, Terms and Batch Jobs
This is one of the strongest features for an IP Practice, since this can allow you to use less papers, tedious reports and manual labor
Let your customers update their cases straight through the portal!

3. Instructions Portlet - Report
To show information in the Instructions portlet, we need to create a column selection to be used.
Done in Report Creator in Red Horse
No “real” design is necessary
Criteria should be designed to fetch as many cases as possible, since filtering is then done on terms present on case in combination with case access for PCP user

4. Instructions Portlet - Report

5. Instructions Portlet – Term Setup
In Term Creation under Related Settings tab select “PCP Instructions” checkbox
If this term is then present on a case, the case will appear in Instructions portlet
Best practice is to set term XX05 in workflows as instruction term

6. Instruction Portlet – Term Setup

7. Instructions Portlet – Batch Setup
The terms in a workflow which you want to move it to upon instructions needs to have a Batch Job associated
Since Batch Jobs are workflow agnostic, this is a fast setup
On the Batch Job setup, you specify which job should be associated with which Instruction Type

8. Instructions Portlet – Batch Setup

9. Instructions Portlet – PCP Setup
Column Selection is managed through Instruction Configuration
One of the few parts of PCP were configuration is not based on Liferay Roles, but instead Security Groups
Security Group should always be set to match the group of which the PCP Connection Login is

10. Instructions Portlet – PCP Setup

11. Instructions Portlet – PCP Setup

12. Instructions Portlet – PCP Setup
Available Columns is picking up the columns from the Exported Report
However, always comes with 3 Instructions specific Column selections
sequence_id – Picks up the Sequence Number from specific term
total_price – Generates a sum based off the Work Codes on the term and Price List matching case
pcp_status_icon – Separate setup that can be done in PCP to display icons depending on date calculation

13. Instructions Portlet – PCP Setup
Selected Columns are by default showing actual column name
Can be re-labelled
Number of Columns to show has to be filled in, otherwise none will show.

14. Instructions Portlet – PCP Setup

15. Instructions Portlet – User View