Batch Setup

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 Include Device

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

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

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

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

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

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

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

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

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