Tutorial – Claim Renumbering
ClaimMaster allows you to renumber claims in the document (including claim dependencies) using a number of different approaches. The renumbering process takes two steps – first, claims can be batch renumbered, either sequentially or within a range. Next, when you are satisfied with the order and numbering of the claim tree, you can then propagate changes from the updated tree into the actual claims within the open document.
To renumber the claims in your document, follow these steps:
- Launch Claim Renumbering Tool
From the ClaimMaster Ribbon, click on the Proofreading Tools menu, then select Renumber Claims:
Doing this will bring up the Claim Renumber tool window:
- Review Identified Claim Order
The top left portion of the Claim Renumber tool will show claims identified in the document. Claims can be organized in the tree by their location in the document or by numeric value of their claim number. When using the 1st option, claims will be organized in the tree in the exact order they appear in the claim set. When using the “claim number” option, claims will be organized in the tree based on their actual number, rather then the order they appear in the document. The claims in the tree are also distinguished by whether they are independent, dependent, multiple-dependent, or have an invalid dependency, as shown in the legend below the tree.
- Fix Possible Issues (Optional)
Prior to renumbering, it’s recommended that you fix any claim numbering irregularities that might interfere with claim renumbering, such as incorrect dependencies, use of auto-numbered fields for claim numbers, or tracked changes in claim number sections of a claim. These issues will be reported in the window below the claim tree:
- Select the Desired Claim Renumbering Scheme and Preview Renumbering Changes
ClaimMaster lets you either (1) renumber all claims sequentially or (2) renumber claims within the specified range.
A. Renumber Claims Sequentially
To renumber claims sequentially starting from a given claim #, switch to the Renumber All Claims Sequentially tab. Note that you can insert new claims between existing claims with placeholder numbers. The placeholder claim numbering notation is #x#. (i.e., 1×1., 1×2., etc.). Once you insert all new claims, you can renumber the entire set using the sequential renumbering feature.
For example, if you want to insert a new set of claims between claims 3 and 4, you can simply add claims 3×1., 3×2., etc. after claim 3 and set all dependencies within that set using 3x# notation. Once you perform sequential renumbering, all claim numbers will be set to regular integer values consistent with the overall numbering scheme of all claims.
Press Preview Renumbering Changes button to see how all of the claims will be sequentially renumbered in the document.
B. Renumber Claims in a Range
To renumber claims within a specified range, switch to the Renumber Claims Within a Range tab. For example, if you specify a step of 5 for range 17 to 20, all claims within range 17 to 20 will have their number incremented by 5 (i.e., 22, 23, 24, 25).
Press Preview Renumbering Changes button to see how the specified claim range will be renumbered in the document.
- Finalize Claim Renumbering in the Document
Press Apply Changes to the Document button to apply the changes from the claim tree to the actual claims in the document. This button will not become enabled unless at least some of the claims are renumbered in the preview. Note – until you click this button, the actual claims will not be renumbered.
For more information on this feature, check out the Online Manual.