1. IP Review

2. IP Review Board Powerful Managment Tool to do any IP Review process.
Some of the IP review process are
to evaluate inventions.
to determine which ones should be submitted as patent applications.
to generally discuss patent renewal issues and patent strategy.
Involve/Invite different Team to participate in the review process (R&D, legal, etc.,)

3. Prerequisites
Patricia Colloboration Portal (Basic or Extended verisions)
Supported for 5.7 or higher Patricia platforms
Jboss Server to use Web services
Java

4. What is IP Review Process ?

5. Invention Submission Review
Inventor Submission
Inventor Submits Invention Disclosure Form via PCP.
Case is Created in Patricia
Patricia User Reviews Submitted Invention.
Decision is made whether to proceed for Review process or discard submission
If NO the Case is Closed / If YES Begin IP Review Process.
Add/connect the Invention to Review Meeting Case.
PCP
Patricia Case Created
Invention Submission Review No
Yes
Close Case
Begin IP Review Process

6. Patricia Create IP Review Case Patricia All Feedback Received
IP Review Process
Invention added to Review Meeting case
IP Review work flow Triggered to Begin Process.
Reviewers Logs into Portal(PCP) to do Review.
Cases ready for review will appear on IP Review List portlet.
Reviewers provide feedbacks & decision details via decision forms.
All Submissions are maintained on the case for other Reviewers & Team Lead.
Patricia Create IP Review Case
Begin IP Review Process
PCP
PCP
Team Reviews & Submits Feedback
Patricia All Feedback Received

7. PCP All Submission Complete Create Case for Each Country Selected
Review & Finalize
Administrator/ Responsible person Reviews the Teams Inputs and Decides if the Invention/review will Move Forward.
If Yes, then in which Countries?
If YES appropriate Term will be Added to the Case based on the workflow setup.
If NO the case is closed
PCP All Submission Complete
Team Lead Makes Final Decision
YES Finalize Process
NO Close Case
Create Case for Each Country Selected

8. Run Batch Process To Create A Case For Each Country
Batch Case Creation
New Case will be Created for Every Country that was Chosen to Move Forward with the Patent
Option 1: Manual Batch Process
Option 2: Automated Batch Process (Scheduled Nightly Process)
The Primary case will have every countries listed under the related cases tab in Patricia to easily keep track of this Patent.
Run Batch Process To Create A Case For Each Country AU
USA FR SE

9. Parties in the play !

10. Kevin – the Inventor

11. How to Setup / Configure ?

12. Setup Wizard
Setup assistance tool – user interface with sequence of well-defined steps to configure the entire solution.
Form Designer
Decision mapping against Batch Jobs
Reports / User configurations.

13. Form Designer Updates
PCP Entry form designer extended to add more fields for Review Meeting forms.
Regions – (to include list of countries), configured in Maintenance.
Decision / Instrucstions – Batch Job Types from Maintenance.

14. Release Plan Planned to be released at the end of this year.
In the process to become more ”generic”
Is there interest to explore and be part of the development?