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FREE TEXT SEARCH Web Services
A minimum of 3 characters must be used in the search field The search is done for partial words Wildcards are added automatically Multiple fields are combined in the search AND is implied between the search terms and no other operator can be used By default matching case result is displayed Web Services
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FREE TEXT SEARCH VIEW List View Grid View
Dynamic Include / Exclude certain items: Case: Designations Case: Closed Cases Names: Inactive Name No. Names: Log entries Ascending/Descending sort order Export result to Excel, PDF and XML
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COPY TO PATRICIA Basic Configuration value 280
Uses Default Term setup in BC Value 300
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ATTACH DOCUMENT/S TO TERM
Actions Page Attach Documents Connect Document from previous term Term Log Detail includes also “attached document information” Maintenance | Term Creation Attach Document tick box If ticked will automatically generate the window to attach document when term is registered on the case (only manually, not through batch)
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REPORTS Find List Builder and Report Creator Audit Log
Show Team Role Information (from case) Audit Log Login Log Extended Term List Basic Configuration Value 334 (Report)
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DOUBLE ENTRY SETUP Basic Configuration Value 336: Possible to copy Diary Fields that have NOT been confirmed TRUE FALSE (default value)
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CHARGING MATRIX Document tab
Default option available to mark 1 invoice as default invoice
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WORLD MAP World Map Jboss required
Opens up “inside” the Patricia window
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DATA COMPARISON - TM VIEW
New Source TMview Free of charge! Bibliographic Data Basic Diary Device Class with Goods/Services Text Related Web Link (Source Information) Health index Web Services
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DATA COMPARISON BC Value 1584 Security Mapping Improvements
1: No extended follow up (Default Setting) 2: Only Diary Calculation (supported by Rule Calculation) 3: Diary and future Terms (active terms in the future) 4: Diary and Terms (also passed due dates will update) Security Update Button Setup to hide or inactivate (grey out) Mapping Improvements Valid From/To on mapping row level (OPS source / Kind Code) Maintained by Patrix (included in Country and Law updates) Inactive tick box on mapping row level
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PCP – INSTRUCTION PORTLET
Digital Instructions from your client through the PCP Requires a Report Column selection Maintenance Setup required on: Term Batch Type – Settings Type of Instruction
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PCP –TM OVERVIEW REPORT
Same functionality as in C/S Criteria
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PCP – DYNAMIC CASE DOCUMENTS PCP PORTLET
Setup specific document categories to be displayed to the end user Portlet found under Case Group Based on Document Categories created in Maintenance Can be added multiple times with different categories End User will see Dynamic Case Documents when case is opened: Review, sort and filtering option
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PCP – NAME RECORD UPDATE
PCP Name Field Configuration Portlet (Admin) View If this option is checked the PCP User will be able to see this field in their list. If not checked it will not be visible for the PCP User Update If this option is checked the PCP User will be able to update this field. If not checked it will be visible but cannot be edited PCP Name Field Modification Portlet (End User) Shows both visible and editable name fields Possibility to update the end users own Name Records via PCP Existing information will be pre-populated Once changes are saved they are reflected directly in Patricia
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PCP – ANNOUNCEMENT Notifies the PCP User about changes that have been made since last login Diary Field Term Documents Terms – Setup in Maintenance | Term | Term Creation Related Settings | PCP Announcement tick box PCP Announcement Configuration portlet Setup in Admin Portlet for Diary Fields, Document Categories and Term Numbers, what should trigger the announcement based on role. Can be setup with automatic ing from PCP
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PCP – ENTRY FORM Email Notifications PCP Entry Form
Push s to your end users with changes On what entries can be configured Specify Time and Date Range PCP Entry Form When submitted – is sent out to the PCP User Triggered by Name Type or specifying addresses Multiple templates can be created
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PCP – WEBLINKS Setup in Maintenance | Display Layout
Option to mark as “PCP Link” PCP Case Search Result Portlet or My Cases Portlet Case Open will trigger Iframe portlet with the configured Web link
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