Patricia 5 7 DASHBOARD Supported Platforms Patricia 5

Patricia 5. 7

DASHBOARD Supported Platforms § § § Patricia 5. 7 Patricia App 2. 0 Patricia Collaboration Portal (PCP) 5. 7

DASHBOARD Improvements: § § Simplified creation of custom reports/dashboards • • 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 § § § Priority Applications Granted Patents All Applications Invention Disclosures Financial Backlogs CASE | Dashboard Page § Case Summary

DASHBOARD Dashboard Configuration § Maintenance | Report | Dashboard Configuration • • New Edit Delete Security o Patricia App, Patricia, PCP o Security Groups Basic Configuration | Display Layout | Case § Dashboard Page Web Services

DOCKETING STATION Display Layout § Docketing § § § Drop Folder Distribution Process Docketing Manager - 5. 7 Recycle Bin – 5. 7 External Source – 5. 7

DOCKETING STATION Security § § Layout Security • Different Layout for different Security Groups Function Security • • • Drop Folder / External Source • Log Distribution o Add/Edit/Delete/Log/Save Process Add/Edit/Delete/Log/Save o No Action/Term/Diary/Revoke o • Docketing Manager Log User/Team o Update User/Team o

DOCKETING STATION Recycle Bin § § Restore Delete

DOCKETING STATION Docketing Manager § § § Update User / Team • Move documents in Distribution/Process Re-Assign User / Team • 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 • • • How have updates been done from Update User / Team option How have re-assignments been setup for User / Team Improved Log for Docketing Station o Case Identifier o Login ID

DOCUMENT DOCKETING DDD (Document Docketing Download) § Scheduled download of electronic, official communication on a server level § Log • • EPO Inbox US Private Pair Web Services DDA (Document Docketing Automatic) § § § Automatic Case Identification Automatic Communication Recognition Automatic Case Update (Validation) § § Docketing Station – External Source Log • • • Diary Term Document Maintenance - Configuration § § § Scheduler Case Identifier Source Field Definition External Document Mapping

DOCUMENT CATEGORY Document Category – possible to add sub category § § Document Creation Documents Page § Find § Report Creator • • Tree view Edit Document Properties • • Document Find Criteria • Criteria View/Print Documents § § Possible to view documents by Document Category instead of Case Type BC Value 281 | Letter

EMAIL SUBJECT TXT Format – new option for reference § § § %AR Setup in Reference Definition Available from: • • BC Value 197 Email Properties – Email Subject – TXT option RTF Format - new BC Value § § § 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 § § Multiple tick box available for Recommended Name Type -sign

PARTIES – EDIT SEQUENCE Sequence Field available when adding Name Type and Name No. § § 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 § § 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 § § § § Device Number Device View Number Device Description Device Internal Description Device Class Number Device Class subclass Device Colour

TRADEMARK OVERVIEW REPORT Appearance Field § § Available in criteria Visible in report result

BATCH RUN – ADVISORY LIST Layout of costs changed – split between § § § Official Fees Disbursements Service Charges

FINANCIAL AREA Keep formatting of Time Comments using Letter Code “Invoice Time Comments” when copying Time rows using: § § Invoice Page – Credit Invoice Collective Invoice – Credit • Also keeping formatting in Specification: Detailed with Time E-billing Reference § 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 § § Application Data Sheet Information Disclosure Statement § § § Request for Continued Examination (RCE) Transmittal Petition 37 CFR 1. 378 (c) Update Citations Status to cited to PTO for IDS • Possible to update Citation Status Configuration § § § BC 135 (Default Name Record) Default Name Record (your own company) BC 204– Enable e. Filing Web Services

DATA COMPARISON - OPS New Source OPS - Open Patent Services § § § Free of Charge! Bibliographic Data • • • Basic Diary Title Abstract Citations Classification Related Web Link (Source Information) Update Possibility Health Index Maintenance – Improved Mapping § § Web Services Best Matching Principle on Case Category DB Extender to include basic mapping start (25 countries)

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