Email Notifications - Disclosure Status Change
AppColl provides the option to create email notifications any time invention disclosure status' changes. Often times such emails are sent to inventors to alert them to such changes. However, these email can be sent to any individuals associated a disclosure. Important: Making changes to task rule notifications is relatively harmless. However, changi...
Set Up Users and Roles
Once your disclosure flow has been agreed upon by you and AppColl, you will be provided, via email, with a number of demo logins to test the flow on your own. These are the same ones used by AppColl to demo your flow. Demo Logins We highly recommend leaving the demo logins intact. We use these accounts to implement changes to your flow and/or troubl...
Setting up an Inventor Award Program
AppColl provides for creating complex invention award programs whereby inventors can be automatically granted awards for disclosure submissions, disclosure acceptances, patent filing and issuance to name a few. Award amounts can be divided in numerous way such as inventors sharing a total pool of money, min and max amount per inventor and many other...
Email Notifications - Notify Prosecuting Attorney
By default, AppColl sends an email to the attorney/agent selected to prosecute the now created unfiled patent application. Important: Making changes to task rule notifications is relatively harmless. However, changing the task rule itself (i.e., title, triggering events, etc.) can have drastic effects on the disclosure flow. Please contact AppColl s...
Invention Manager Setup Overview
The Inventions Module has a number of setup screens, visible in the Navigate section, for customizing your disclosure flow. Below is a list of each setup screen and how they function. Only patent committee members have access to these setup screens. AwardsThe Invention Manager provides an inventor awards program whereby monetary awards can be set up...
Editing the Scoring Matrix
A scoring matrix may be created whereby persons associated with a disclosure can provide a numeric score followed by answers to specific questions. The scoring matrix set up screen is accessible from the Inventions Module by clicking the "Setup Scoring" link. AppColl creates a default matrix which can be fully edited. SummaryWithin the scoring matri...
Fill Out Invention Disclosure Forms
The Invention Disclosure Form (IDF) is filled out by one or more inventors and submitted to the assigned attorney once complete. The IDF has four components: 1) Title; 2) Inventors; 3) Documents; and 4) Questions. Title - Inventors must provide a title before the record can be saved. Inventors The inventor creating a disclosure is automatically a...
Disclosure Notifications
By default, AppColl creates three types of email notifications that may be sent to various parties of a disclosure flow. The syntax of the notifications may be changed at will by following the specific article links below. Disclosure Status Change - emails can be sent to one or more inventors (i.e., all inventors, lead inventor, or first inventor) a...
Email Notifications - Disclosure Action Items
AppColl allows for creating custom email notifications after any event in an invention disclosure. Emails can be sent to person(s) having the "next action" in a flow or even when the disclosure status changes. Please Note: Making changes to notifications is relatively harmless. However, changing details of the underlying task types itself (i.e., tit...
Populating the Invention Disclosure Form (Custom Settings)
CLICK HERE to access the article on editing the disclosure form questions. The invention disclosure form setup screen is accessible from the Inventions Tab under the "Setup Disclosure Form" link. Only patent committee members can access and change the form. Below is a screen shot of the disclosure form screen. AppColl provides a default set of quest...
Changing the Status of a Disclosure
Normally a disclosure flow follows a linear path where different buttons within a disclosure form are pressed in order to move a disclosure through it's steps. Account admins are able to manually change the status of one or more disclosures and bypass the normal procession necessary to bring a disclosure to a specific status. Here are the steps: Fro...
Corporate Organization Charts
Please Note: This feature is only available for customers who have purchased our Invention Manager product. Contact us directly if you wish to import organization information. AppColl can import your complex corporate org charts with unlimited numbers of employees and connections. Up-line and down-line charts are graphically displayed with drill dow...
Inventions Home Page
Overview AppColl's Invention Manager (IM) product has an Inventions Home page which provides a dashboard for viewing a summary of your inventions information. This page is accessed by clicking on the Inventions module button or selecting Inventions Home from the menu. If you do not see this menu item, the Inventions Home page will need to be enabled...
Modifying the Invention Disclosure Form (Disclosure Questions)
CLICK HERE to access the article on editing the disclosure form custom options. SEE BELOW for a video covering this article. The invention disclosure form setup screen is accessible from the Inventions Tab under the "Setup Disclosure Form" link. Only patent committee members can access and change the form. Below is a screen shot of the disclosure fo...
How to Add Products, Technologies, and Keywords to Disclosures in AppColl
In AppColl, you can predefine products, technologies, and keywords that inventors can select from when submitting an invention disclosure. These fields help organize and categorize disclosures for easier filtering and reporting. Note: You must be a committee member to access the setup options described below. If you're not a committee member, please...