View source for EN:Folder Monitoring

== General ==
The "Folder Monitoring" function is very similar to [[EN:Monitoring_Task|Monitoring-Task]].<br/>
In contrast to the monitoring task, each user can create a folder monitoring for himself.<br/>
No administrator permissions are required.<br/>
One or more folders can be monitored.<br/>

If you work with a [[EN:Network|network-]] solution, then in most cases you work with monitoring tasks.<br/>
The administrators define which users (based on groups) have to process which patents (based on monitoring tasks).<br/>

If you work alone (without a network solution), a folder can be monitored more easily and faster using Folder Monitoring.<br/>
For example, there is no need to create a group of users for a new folder monitoring.<br/>

In special cases, folder monitoring can also be useful within a network solution.<br/>
Users can monitor desired folders without asking the administrators.<br/>

== Create/Edit ==
The folder monitoring can be managed in the dashboard under the menu item "Folder monitoring".<br/>
Folder monitorings can be created, opened, edited, archived and deleted here.<br/>

[[File:FolderMonitoringManagment.jpg|800px]]

If a new folder monitoring is created, some settings can be made.<br/>
There are basically 2 views: "Simple" or "Advanced":<br/>

=== Simple ===
Only 3 settings are visible here:<br/>
 
*Folder selection
*Name (automatically takes the name of the folder)
*Email notification and interval

[[File:FolderMonitoringCreationSimple.jpg|600px]]

=== Advanced ===
The "Advanced" view also offers the following settings:<br/>

[[File:FolderMonitoringCreationAdv.jpg|right|600px]]

*Description
*Base
**default unit in the search/result list
*Choose from [[EN:network_administration#Evaluations|evaluation criteria]]
**must be created or shared by administrators
*preferred document
**Which document should be displayed preferentially in a search result? Grant or first publication?<br/> 
(see also: [[EN:Result_List#Basis_and_representative|Representative]])
*Priority (affects sorting in dashboard)
*Highlight scheme
**An existing highlighting scheme can be linked to the folder monitoring. As soon as Folder Monitoring is opened, the corresponding highlighting scheme is automatically loaded.
*Filter options
**Country
**[[EN:Legal_Status_Data|Legal status]]
**Evaluation

[[File:FolderMonitoringCreationAdvFilter.jpg|600px]]

== Open ==
The created folder monitorings are displayed in the "Monitorings" column in the dashboard.<br/>
[[File:FolderMonitoringDashboard.jpg|750px]]

The symbol can be used to distinguish between folder monitoring and monitoring task.<br/>
[[File:FolderMonitoringIcon.jpg|200px]]

== Set status ==
Normally, the selected folder is already filled.<br/>
In most cases, however, you only want to see the patents/families that will be added to the folder in the future.<br/>
It is possible to set all previous patents/families from "new" to "finished" with just a few clicks.<br/>

[[File:FolderMonitoringSetWholeResult.jpg|750px]]