Introduction
The ‘IP Rights’ feature allows a customer to add one or more new cases to their portfolio or simply obtain a next due date calculation and estimate.
Quick Quote
Should a user wish to obtain a cost estimate, they should select 'Quick quote' from the 'IP rights container mode' drop-down menu.
They can then choose to upload a file of case(s) or manually add in the case details. Note that in either
scenario, the maximum numbers of cases that can be added is 4000.
File upload
A user must download the csv file template by clicking ‘Download’, then add their cases to that template only.
It is important that a user’s 'list separator' is set to ';' in order to open the template in the correct format. To change these settings, go to 'Control Panel' > 'Clock and Region' > 'Region' > 'Additional settings'.
A user can access other helpful information regarding entering case details both in the file and the IP rights container, by clicking ‘here’, as shown below. The help file provides information such as data field attributes and requirements, as well as listings of jurisdiction codes, procedures, procedural types and kinds of trademarks.
Entering Case Details
- Mandatory data fields are underlined in red within the IP rights container and are the minimum fields required to proceed to the next step. Dates should be entered in the same format that is set in User preferences.
- A user will not be able to proceed until the Status indicator has turned to green for every case entered. A red status typically indicates a mandatory field has not been entered and the missing mandatory field will be underlined in red.
- If a user would like to provide more case data than just the minimum requirements, they can toggle on ‘Show optional table fields’. This will add additional data fields options to the container.
- One or more cases can be manually added to the container in a single session. If a user would like to add a new row, they can click the ‘Add row’ button.
Delete a case
- In order to delete a case from the grid, the user can check the corresponding row’s checkbox and click on the 'Delete all'/’Delete selected’ button in the bottom right-hand corner of the screen.
- A ‘Remove cases’ message will then appear. A user can click ‘Cancel’ to exit or ‘Remove’ to proceed with deleting the selected row from the container.
Add designated states
Another option a user has within the container, is adding designated states for cases such as EP granted patents. This allows a user to docket an entire family by only having to enter the case details once.
- To do this, a user simply needs to click on the '+' icon under the Actions column.
- The user will then be prompted to select the corresponding jurisdictions for the family. The user can then click ‘Add’ to proceed or ‘Cancel’ to exit.
The records will then be automatically created for each jurisdiction selected and a success message will appear in the upper right-hand part of the page.
Duplicates check
Once case details have been entered, the application will review the case data the user has provided against our records to see if any duplicates are identified.
If any duplicates are identified the icon below will turn yellow. To resolve this, you will need to either enter a case that is not already in our records. The icon will then return back to the default gray.
Data verification
In Case creation mode you can verify your case data with our data verification service before submitting to us.
Check the checkboxes of the cases you wish to verify and click on 'Verify all/selected' button.
If any discrepancies are identified, a pen icon will appear in the 'Actions' column.
By clicking on the icon, the user will be presented with the option to accept or reject the suggestions provided.
- To accept the suggested data, the user should click the ‘Accept suggested value’ checkbox and click the ‘Save’ button.
- To reject the suggested data and retain the original data provided, the user should click the ‘Cancel’ button.
If all of the data was entered correctly, then no icon will appear, and the case is deemed to be correct.
Proceeding with Calculation
Once all desired cases have been added, all mandatory fields have been provided and any duplicates have been resolved, the user can proceed with submission by clicking the ‘Proceed’ button in the upper right-hand corner of the screen.
The next annuity and corresponding cost information will be displayed.
If any of the case details need to be amended or if a user would like to exit this view, they can click the ‘Go back’ button.
If the user would like to view any of the optional data fields entered, they can toggle on the ‘Show optional table fields’ button.
If the user simply required the cost estimate for the new case(s), they have the option to download the
information to Excel by clicking the ‘Download’ button.
The ‘Export request’ message will then appear.
Once the user clicks ok, they should check their Notifications by clicking on icon next to their username in the upper right-hand corner of the screen. They can then click ‘Download export’. They also have the option to click ‘Delete’ to remove the notification from this view.
The user can also recalculate the next service due date displayed in this view by click on the ‘Recalculate’ icon.
The ‘Edit dates’ window will appear and the user will be presented with the option to update the Application date, Registration date or Publication date. This is dependent on the date with drives the next annuity calculation and the system will only present that data field. The user can also choose to update the Clarivate responsibility date field.
Once the desired date fields have been updated, the user can click the ‘Recalculate’ button to proceed and view the new calculations or the ‘Cancel’ button to exit without saving changes.
Separately, if a user would like to view the cost of all remaining future annuities, they can click the ‘Calculate all services’ icon.
The user will then be presented with a cost per annuity as well as a remaining cost for life total. This
information can be exported to excel by clicking the ‘Export’ button. To exit, they can click the ‘Close’ button.
Proceeding with Submission
If the user selected ‘Case creation’ from the ‘IP rights container mode’, a ‘Submit’ button will be visible in the upper right-hand corner of the screen. By clicking this button, they can submit the case(s) to be added to their portfolio. If the user selected ‘Quick quote’ instead, they always have the option to click the ‘Go back’ button and select ‘Case creation’.
A ‘Request successful’ message will then appear to notify the user of the successful submission.
Once the user clicks the ‘OK’ button, the screen will return to the initial IP rights page view and will be ready for new cases to be added.
The user will be notified of the status of their request in their Notifications icon.
A report of their request can be downloaded by clicking on ‘Download report’. They also have the option to click ‘Delete’ to remove the notification from this view. Note that if Customer Care needs to be contacted regarding this request, the user can reference the Container No., which is a unique number assigned to their request.
The case(s) will be added to our system automatically and the user will be able to view it in CSP within 10
minutes. For example, they can view it in the Cases feature as shown below.
Lastly, a ‘Check Case Data’ task will be automatically generated in our fulfilment system. The task is then
manually assigned to the Data Verification (DV) team.
A checker from that team then reviews the information that has been automatically added from CSP. Once the review is complete, the checker generates a Data Input report (DIR) for upload to CSP. The customer will receive an alert regarding the uploaded document based on the User Settings they chose for the Document centre alert (i.e. daily vs. weekly).
Separately, if the customer indicated that they wanted to receive a notification of completion via e-mail, the DV team will send an e-mail. There is a three-business day Service Level Agreement (SLA) to process the request.
Note that there may be an additional communication e-mailed to the customer, if during the review it is noted that back taxes or renewals are due. The task is then used to note DV is required as the next step. After DV is complete, the ‘Check Case Data’ task is closed.