There are two ways to create new cases in Pattern:

• Individual Case Creation
• Bulk Case Creation
  • Bulk Case Import Screen
  • SFTP

Individual Case Creation

To create an individual case, follow these steps:

1. Navigate to the homepage of the lens where you want the case added
2. Under the Management section, click on Add Case
3. Fill out relevant information to create a new case. Note that some fields might be required to create the case 
4. After the case is created, you will be prompted to upload documents. You can upload documents now or at any time after the case has been created.

Add Case Button within the Management section of Case Home

Create Case

Bulk Case Creation

There are two ways to create cases in bulk in Pattern: using the Bulk Case Import Screen function or using the SFTP. If you are setting up an automated integration, the SFTP is typically the better option. If you're setting up the process for the first time, or doing this without an IT integration, using the Bulk Case Import Screen is the better choice.

Bulk Case Import Screen

To upload multiple case, follow these steps:

1. Navigate to the homepage of the lens where you want the case added
2. Under the Management section, click on Import Cases
3. Download the Case Import Excel Template and fill it in
4. If applicable, select a firm that the cases should be attached to
5. Lastly, import the Case Import file you just completed by selecting Select Case Import File

Import Cases Button within the Management section of Case Home

Import Cases Guide

To prevent import errors, Pattern recommends downloading the template and populating it with data. This ensures that column names will be correct. Pattern only recognizes the exact column names that are contained in the template. After uploading, the screen will display a list of rows with any errors, and steps needed to correct those errors.

This import will:

1. Create new cases for any rows in the spreadsheet where the case_id field does not have a matching case in Pattern. By default, all new cases created on Pattern will be assigned an "active" case status.  
2. Update case data for any rows in the spreadsheet where the case_id field DOES have a matching case in Pattern. So, for example, you can update an existing case's name, date of birth, or change the case status to "inactive". 

This means you are free to include the same cases that you've already uploaded in the past without having to manage or worry about what cases you have or have not uploaded.

To include additional data points that can be used in reporting, you can add custom property columns to the end of the template with the convention "property_<your property name>". For example, if you wanted to upload a property for "Filing Status", you could upload that information by adding a column "property_filing status". If you're interested in creating a custom property, reach out to support@patterndataworks.com or submit a request.

Pattern SFTP

To use the Pattern SFTP, your account must be configured to allow SFTP access. If you are unsure if your account is configured to use the Pattern SFTP, contact your Pattern administrator or email support@patterndataworks.com.

Once your SFTP is configured, follow the instructions on the Pattern SFTP help article.