Use Queries to Require or Display fields in an Invention Disclosure Form
Fields in an Invention Disclosure Form (IDF) can be hidden/displayed or made required depending on the state of other fields. In order to do this go to the “Setup Disclosure Form” page, select “Displayed when query is true” for one of the IDF fields, and enter the query in the “Display Query” textbox. An example is shown below. The above query (Ge...
PM Invent Overview
Please note: this feature is only available in AppColl Plus. Click here for pricing and details on the plus features. PM Invent provides an infrastructure for efficiently capturing inventor ideas and contact information in an organized manner. The objective of PM Invent is to make the process as simple as possible for the inventor. The basic flow...
The Disclosure Submission Workflow
PM Invent comes with a standard workflow whereby inventor(s) submit an idea. The attorney can ask the inventor(s) to rework the disclosure if more information is needed. Once the disclosure is satisfactory, the attorney can choose to 1) do nothing with the idea; or 2) convert it to a provisional or non-provisional application. Once a disclosure is c...
Manage the Invention Disclosure Form
The invention disclosure form is the heart of PM Invent. It's used by inventors to submit their ideas through a series of questions. The form's setup screen is accessible by hovering over the Invent Module tab and clicking Setup Disclosure Form. Only account administrators have access to the form. AppColl allows for up to 48 possible questions that...
Inventor Login Management
Inventor management with PM Invent is simple, straightforward and intuitive. Logins are created from the "Request Disclosures" button from the Invent Module. Inventor logins are disabled the same way as traditional prosecution manager logins from the Contacts Module. Below are the basic steps to configure logins and/or create new inventor contacts r...
Configure PM Invent
There are a handful of configurations to be reviewed and set before you start requesting disclosures from inventors using PM Invent. The following settings can be done in any order. Review the email sent to inventors Choose the default attorneys assigned to disclosures Review the notifications sent to inventors and attorneys Review the invention dis...
PM Invent - Frequently Asked Questions
Below is a list of frequently asked questions (FAQ) about the PM Invent product. What is it? PM Invent provides an infrastructure for efficiently requesting and capturing inventor ideas and contact information in an organized manner. The objective of PM Invent is to make the process as simple as possible for the inventor. The easier it is for inve...
PM Invent Views - differences between Inventor, Account Admin and Non-Admin logins.
The Invent Module looks different depending on the login type accessing the Module. For example, inventors have a very limited view while account administrators can see everything. Inventor View When inventors log in to AppColl, they don't see any of the Prosecution Manager module such as Tasks, Matters, Files, etc. They only see a table of disclosu...