AppColl creates "File Section 8 & 9 Declaration of Use/Renewal" and "File Section 8 & 15 Declaration of Use/Incontestability" tasks with their actual deadlines and not when the open window period begins. 

Section 8 & 9 Declarations can be filed between the 9th and 10th year. Our due date is at the 10th year and not when the open window period begins.

Section 8 & 15 Declarations can be filed between the 5th and 6th year. Our due date is at the 6th year and not when the open window period begins.

You can easily create Open Window tasks for the 5th year and 9th year. The below pictures and description explain the steps for adding these new task types. If you are unfamiliar with creating or editing task rules, we recommend learning how to create custom task types by accessing the article and video here. 

File Sections 8 & 9 Declaration of Use/Renewal - Open Window

1. Hover over the Tasks module and click the Manage Task Types. Note: You must be an account administrator to access this portion of AppColl.
2. Click the Add button in the Make Changes section of the left column.

3. On the New Task Type page, enter a Type Name, such as “File Sections 8 & 9 Declaration of Use/Renewal - Open Window.” 
4. Choose "Internal Deadline" for the Deadline Type.
5. Select “Use the triggering task respond-by date” for the Response Date.
6. In the Offset By, enter the length of time you wish for the task to trigger, such as “-12” for one year.
7. In the Completion States field, enter "Completed".
8. Click the Add button next to Trigger Events.

9. For the Event Type, select “When a specific task is created”. 
10. For the Task Type, select the “File Sections 8 & 9 Declaration of Use/Renewal - 1st Deadline”.
11. Click the Ok button.

12. Ensure that the checkboxes for “Enable automatic task generation based on above trigger events", and “Automatically generate task even if respond-by date is older than 9 months” are selected.
13. Click the Save button. 

File Sections 8 & 15 Declaration of Use/incontestability - Open Window

1. Hover over the Tasks module and click the Manage Task Types. Note: You must be an account administrator to access this portion of AppColl.
2. Click the Add button in the Make Changes section of the left column.

3. On the New Task Type page, enter a Type Name, such as “File Sections 8 & 15 Declaration of Use/Incontestability - Open Window”. 
4. Choose "Internal Deadline" for the Deadline Type.
5. Select “Use the triggering task respond-by date” for the Response Date.
6. In the Offset By, enter the length of time you wish for the task to trigger, such as “-12” for one year.
7. In the Completion States field, enter "Completed".
8. Click the Add button next to Trigger Events.

9. For the Event Type, select “When a specific task is created”. 
10. For the Task Type, select the “File Sections 8 & 15 Declaration of Use/Incontestability - 1st Deadline”.
11. Click the Ok button.

12. Ensure that the checkboxes for “Enable automatic task generation based on above trigger events", and “Automatically generate task even if respond-by date is older than 9 months” are selected.
13. Click the Save button. 

Once you have created the new task types, they do not retroactively apply to existing matters. However, they will generate when new File 8 & 9 and 8 & 15 tasks are created.

If you wish to apply the new tasks to existing matters, regenerate tasks against the existing matters by following the steps below:

1. Go to the Tasks module.
2. Verify you are showing “All Open” tasks.
3. Click the Add Filters button.

4. Select “Task Type” from the Column dropdown menu.
5. Enter “8 & 9” OR “8 & 15” in the Include Rows Containing dropdown.
6. Click the Add button.
7. Click the Execute button.

8. Once you have your resulting tasks, check the top of the page to see if the number of tasks are greater than the number of items/page in the change view section. If this is the case, increase the number of items/page so all tasks fit on a single page.
9. Highlight all rows by clicking the top-most check box in the upper left.
10. Click the Regenerate Tasks button. This may take a few minutes depending on how many tasks are being generated.
11. You should now end up with one new Open Window task for each row.