Patricia Tips & Tricks

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

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)

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)

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

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

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

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