Country & Law.

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Presentation transcript:

Country & Law

Country and Law Import C & L File available every quarter Newsletter End of March End of June End of September End of December Newsletter Website – Quarterly Updates

Country and Law Import C & L File Updates Never updates Diary Matrixes and Workflows Never changes setup or data in relation to Diary Matrixes and / or Workflows

Country and Law Import C & L Updates and creates Rules Diary Field Line Text Application Types Class Headings

Country and Law Import Maintained by Patrix Automatically update depending on MBP check If MBP unchecked no automatic update Any row can be checked/unchecked for processing Class Headings are not automatically updated but must be manually selected

Country and Law Import Download Country & Law File Client area | Quarterly Updates Country and Law Summary Scripts to be run? Download zip file Unzip it and save

Country and Law Import Import Country & Law File Data Exchange | Country and Law Import Import .XML file Make sure that the XML file is saved together with the 4 folders

Country and Law Import Update Country & Law File: 2 options No Preview: Click OK to load the data The data will now automatically update and all rows MBP will be updated Data updated can be viewed Preview: Verifying data before importing (recommended approach)

Country and Law Import Verifying Country & Law File Process Row Row can be processed Original Row Data Identical (possibility to hide rows) Row processed OK Error processing row

Diary Matrix Diary Matrix Set of Diary Fields Case Category: Case Master Country Application Type Service Level Best Match

Diary Matrix

Diary Matrix Diary Matrix Setup Term Connection Validation Edit Mask Do not inherit Supplemental Update Family

Conditional Rules and Terms Conditional Setup Altered legislation Client Specific requests Based on certain Diary Fields