Patricia 5.7
DASHBOARD
Supported Platforms
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Patricia 5.7
Patricia App 2.0
Patricia Collaboration Portal (PCP) 5.7
DASHBOARD
Improvements:
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Simplified creation of custom reports/dashboards
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SQL syntax needs to be provided
No external tool
User Interface has been greatly simplified
Improved performance
Included on all Patricia platforms
DASHBOARD
REPORT | Reports | Dashboard
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Priority Applications
Granted Patents
All Applications
Invention Disclosures
Financial
Backlogs
CASE | Dashboard Page
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Case Summary
DASHBOARD
Dashboard Configuration
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Maintenance | Report | Dashboard Configuration
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New
Edit
Delete
Security
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Patricia App, Patricia, PCP
Security Groups
Basic Configuration | Display Layout | Case
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Dashboard Page
Web Services
DOCKETING STATION
Display Layout
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Docketing
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Drop Folder
Distribution
Process
Docketing Manager - 5.7
Recycle Bin – 5.7
External Source – 5.7
DOCKETING STATION
Security
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Layout Security
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Different Layout for different Security Groups
Function Security
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Drop Folder / External Source
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Distribution
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Add/Edit/Delete/Log/Save
Process
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Log
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Add/Edit/Delete/Log/Save
No Action/Term/Diary/Revoke
Docketing Manager
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Log User/Team
Update User/Team
DOCKETING STATION
Recycle Bin
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Restore
Delete
DOCKETING STATION
Docketing Manager
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Update User / Team
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Move documents in Distribution/Process
Re-Assign User / Team
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When documents are added to one specific user/team they are re-assigned to
another user/team – can be used during vacation period for example
Log Report for Docketing Manager
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How have updates been done from Update User / Team option
How have re-assignments been setup for User / Team
Improved Log for Docketing Station
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Case Identifier
Login ID
DOCUMENT DOCKETING
DDD (Document Docketing Download)
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Scheduled download of electronic, official communication on a server level
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EPO Inbox
US Private Pair
Log
Web Services
DDA (Document Docketing Automatic)
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Automatic Case Identification
Automatic Communication Recognition
Automatic Case Update (Validation)
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Diary
Term
Document
Docketing Station – External Source
Log
Maintenance - Configuration
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Scheduler
Case Identifier
Source Field Definition
External Document Definition
External Document Mapping
DOCUMENT CATEGORY
Document Category – possible to add sub category
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Document Creation
Documents Page
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Tree view
Edit Document Properties
Find
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Document Find
Criteria
Report Creator
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Criteria
View/Print Documents
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Possible to view documents by Document Category instead of Case Type
BC Value 281 | Letter
EMAIL SUBJECT
TXT Format – new option for reference
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%AR
Setup in Reference Definition
Available from:
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BC Value 197
Email Properties – Email Subject – TXT option
RTF Format - new BC Value
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BC Value 179 for use of Email Subject Template
All Email Subject templates available to choose from in BC Value
Will be used from Parties Page and Documents Page
NAME FIND
Possible to search for multiple Recommended Name Types
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Multiple tick box available for Recommended Name Type
-sign
PARTIES – EDIT SEQUENCE
Sequence Field available when adding Name Type and Name No.
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Only available if more rows for the same Name Type exists
Possible for user to decide the sequence of the Inventors, no matter in what
order they are added to the Parties Page
VERIFY DATA – CASE/NAME
Confirmation of Pending Information
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Confirmation of Pending Case Information
Confirmation of Pending Name Information
REPORT CREATOR
Case List | Parties
New column to show all inventors in one column / row
All Names (One Row)
Case List | Case Data
New Columns for Device
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Device Number
Device View Number
Device Description
Device Internal Description
Device Class Number
Device Class subclass
Device Colour
TRADEMARK OVERVIEW REPORT
Appearance Field
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Available in criteria
Visible in report result
BATCH RUN – ADVISORY LIST
Layout of costs changed – split between
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Official Fees
Disbursements
Service Charges
FINANCIAL AREA
Keep formatting of Time Comments using Letter Code “Invoice Time
Comments” when copying Time rows using:
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Invoice Page – Credit Invoice
Collective Invoice – Credit
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Also keeping formatting in Specification: Detailed with Time
E-billing Reference
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Possible to set Reference Type as E-billing reference to update
all rows added to Charge with this pre-set E-billing reference
USPTO FORMS
E-FILING
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Application Data Sheet
Information Disclosure Statement
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Possible to update Citation Status
Request for Continued Examination (RCE) Transmittal
Petition 37 CFR 1.378 (c)
Update Citations Status to cited to PTO for IDS
Configuration
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BC 135 (Default Name Record)
Default Name Record (your own company)
BC 204– Enable eFiling
Web Services
DATA COMPARISON - OPS
New Source OPS - Open Patent Services
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Free of Charge!
Bibliographic Data
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Basic Diary
Title
Abstract
Citations
Classification
Web Services
Related Web Link (Source Information)
Update Possibility
Health Index
Maintenance – Improved Mapping
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Best Matching Principle on Case Category
DB Extender to include basic mapping start (25 countries)
Questions?
Thank You!
Feedback...