1. Batch Setup

2. 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

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

4. 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

5. 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

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

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

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

9. 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

10. 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

11. 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