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Country & Law.

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Presentation on theme: "Country & Law."— Presentation transcript:

1 Country & Law

2 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

3 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

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

5 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

6 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

7 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

8 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)

9 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

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

11 Diary Matrix

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

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


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