Batch Job Management and Troubleshooting Guide

 
Batch Setup
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BATCH RUN
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
Term Responsible
Include Device
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BATCH RUN – ADVISORY LIST
BATCH RUN – ADVISORY LIST
 
Advisory List
New Job – Lock Terms
Specify Sort
Check Names
Print Documents / Email
Update Cases: will move the terms
Schedule Jobs
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BATCHED RUNS - LOG
BATCHED RUNS - LOG
 
Batch Job Log
Close Job
Will manually close batch and un-lock terms
Open Log Detail
Reprinting of documents and reports
 
 
Note: Manually closing the batch job wil
l not remove the already printed documents if any were printed
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BATCH JOB - SETUP
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
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BATCH JOB - SETUP
BATCH JOB - SETUP
 
Term Creation Setup
Batch Job
Sequence
Work Codes
Transfer Work Codes
Document
 
Case Type Setup
Class Group
 
 
 
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DOCUMENT SETUP
DOCUMENT SETUP
 
Document Setup
Type = Batch
Patricia Modern RTF
Correspondence Name Type
File Name (Email)
 
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REPORT CREATOR
REPORT CREATOR
 
 
Report Creator
Edit Batch List
Select Columns
No Criteria
File Name
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BATCH JOB:
BATCH JOB:
TROUBLESHOOTING
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
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BATCH JOB:
BATCH JOB:
TROUBLESHOOTING
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
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BATCH JOB:
BATCH JOB:
TROUBLESHOOTING
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
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BATCH UPDATE
BATCH UPDATE
 
Batch Update
Manual Input
Import from XML
Import from File
Import from List
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BATCH UPDATE
BATCH UPDATE
 
Manual Input
Cases are added one by one
Import from XML
Name No. mandatory
XML Version 2
Import from File
TXT file
 
 
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BATCH UPDATE
BATCH UPDATE
 
Import from List
Select Batch Job to find your cases
Retrieve from log
Used when instructions received from client
Renewed option marked
Possible to withdraw a batch job – renew option not marked
 
 
Note: Make sure print letters/workflows are not ticked if you just want to make updates and not printing
anything
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BATCH PARTIES CHANGES
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
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BATCH PARTIES CHANGES
BATCH PARTIES CHANGES
 
Maintenance | Term | Term Configuration
Batch Parties Changes Setup
Translation
Security
 
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BATCH PARTIES CHANGES
BATCH PARTIES CHANGES
 
Assignment
Make setup in Maintenance
Create Assignment case
Start Batch Parties Change job and link the Assignment case by having it open
Cases added to the job will be added to Related Cases Page of Assignment case
Possible to create letters and add terms to case
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Explore various aspects of batch job management, including setting up batch jobs, running advisories, logging job activities, document setup, report creation, and troubleshooting common issues like printed letters and term updates.


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  1. 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 Term Responsible Include Device

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

  3. BATCHED RUNS - LOG Batch Job Log Close Job 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

  4. 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

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

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

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

  8. 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

  9. 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

  10. 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

  11. BATCH UPDATE Batch Update Manual Input Import from XML Import from File Import from List

  12. BATCH UPDATE Manual Input Cases are added one by one Import from XML Name No. mandatory XML Version 2 Import from File TXT file

  13. BATCH UPDATE Import from List Select Batch Job to find your cases Retrieve from log Used when instructions received from client Renewed option marked Possible to withdraw a batch job renew option not marked Note: Make sure print letters/workflows are not ticked if you just want to make updates and not printing anything

  14. 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

  15. BATCH PARTIES CHANGES Maintenance | Term | Term Configuration Batch Parties Changes Setup Translation Security

  16. BATCH PARTIES CHANGES Assignment Make setup in Maintenance Create Assignment case Start Batch Parties Change job and link the Assignment case by having it open Cases added to the job will be added to Related Cases Page of Assignment case Possible to create letters and add terms to case

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