TIPS & TRICKS- PEP

Data verification Diary Data Used for verification of important Diary data information Setup on Diary Field in Diary Matrix setup Multiuser or Single user verification Diary log will show pending and verified fields Not possible to copy case with pending Diary information not yet confirmed

Data Verification Case and Name verification Audit setup in Maintenance Choose what to verify Report to show what is pending for verification Create Workflow to control the Data verification setup

Case Management Open Entry- search on MatterId, Appl.no, Reg.no Default Column setup- add/remove columns and change layout on all tabs that have column setup-User specific Switch between open tabs with Ctrl+Tab Last open cases and names list under File menu Show report menu option(Case reports, Financial reports, Name reports) Change Basic Case data(Maintenance)

Name setup Multiple Recommended Name type possible on Name record Possible to restrict use of Name types on cases with BC 317-only name records of matching name type setup can be added on Parties tab Name search- possible to search using multiple name type

Name setup Default Name setup (Maintenance) – possible to add specific name to specific setup (usually used for Authorities) Name Matrix set up- possible to add connected names upon case creation Profile/service-Additional level of categorization for communication from your organization, like mailing Default Service Level Name Tree view- easy access to search existing name records Default Name creation Setup- possibility to add additional fields to be populated with data upon Name creation

Additional Find options Custom Find- combination of saved Criterias + Find lists Create own Find list- add more columns to show in Case find window Possible to export results to Excel Import devices to Excel with Image loader plugin Filter- Find; with ctrl+rightclick possible to filter search result or in already existing search windows

General Tips&Tricks FILTER/FIND Easy way to filter and find in search result Copy value- possible to copy values from Patricia with Ctrl+right click when hoovering over value Send report via mail- standard reports can be sent as PDF attachment via Patricia e-mail setup

Cut It Short Short cuts Patricia short cuts: Hoover over tabs to see available short cuts Add Name on Parties tab Ad-Hoc Direct Term Registration(enable with BC310) Add/Delete Name on Family cases (Related case) Change Team on Family cases (no term update) Batch Parties change- Change name on larger amount of cases