1. Patricia 5.7

2. DASHBOARD Supported Platforms Patricia 5.7 Patricia App 2.0
Patricia Collaboration Portal (PCP) 5.7

3. 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

4. DASHBOARD REPORT | Reports | Dashboard CASE | Dashboard Page
Priority Applications
Granted Patents
All Applications
Invention Disclosures
Financial
Backlogs
CASE | Dashboard Page
Case Summary

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

6. DOCKETING STATION Display Layout Docketing Drop Folder Distribution
Process
Docketing Manager - 5.7
Recycle Bin – 5.7
External Source – 5.7

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

8. DOCKETING STATION
Recycle Bin
Restore
Delete

9. 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
Case Identifier
Login ID

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

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

12. EMAIL SUBJECT TXT Format – new option for reference
%AR
Setup in Reference Definition
Available from:
BC Value 197
Properties – Subject – TXT option
RTF Format - new BC Value
BC Value 179 for use of Subject Template
All Subject templates available to choose from in BC Value
Will be used from Parties Page and Documents Page

13. NAME FIND Possible to search for multiple Recommended Name Types
Multiple tick box available for Recommended Name Type
-sign

14. 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

15. VERIFY DATA – CASE/NAME
Confirmation of Pending Information
Confirmation of Pending Case Information
Confirmation of Pending Name Information

16. REPORT CREATOR Case List | Parties Case List | Case Data
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

17. TRADEMARK OVERVIEW REPORT
Appearance Field
Available in criteria
Visible in report result

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

19. 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

20. USPTO FORMS Web Services E-FILING Configuration Application Data Sheet
Information Disclosure Statement
Possible to update Citation Status
Request for Continued Examination (RCE) Transmittal
Petition 37 CFR (c)
Update Citations Status to cited to PTO for IDS
Configuration
BC 135 (Default Name Record)
Default Name Record (your own company)
BC 204– Enable eFiling
Web Services

21. DATA COMPARISON - OPS Web Services
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
Best Matching Principle on Case Category
DB Extender to include basic mapping start (25 countries)
Web Services

22. Questions?
Thank You!
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