EN:Monitoring Task - Revision history

C.nothen at 14:27, 10 March 2026

2026-03-10T14:27:17Z

← Older revision		Revision as of 14:27, 10 March 2026
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	[[File:MonitoringExtended.jpg\|500px]]		[[File:MonitoringExtended.jpg\|500px]]

			=== Basis ===

	The monitoring task always has a [[EN:Data Content\|basis]], which can be selected when setting up the task.<br />		The monitoring task always has a [[EN:Data Content\|basis]], which can be selected when setting up the task.<br />

C.nothen: /* General */

2021-07-20T12:04:46Z

General

← Older revision		Revision as of 12:04, 20 July 2021
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	One reason could be that new family members were added to the patent family.<br />		One reason could be that new family members were added to the patent family.<br />

	Once patents are included in the monitoring task, they receive the status "New~~" or "None~~".<br />		Once patents are included in the monitoring task, they receive the status "New".<br />
	Users can then set the status to "not relevant" or "finished".<br />		Users can then set the status to "not relevant" or "finished".<br />
	This status only refers to the current monitoring task.<br />		This status only refers to the current monitoring task.<br />

C.nothen: /* General */

2021-07-20T12:04:28Z

General

C.nothen: /* Search for status */

2020-07-24T08:24:56Z

Search for status

← Older revision		Revision as of 08:24, 24 July 2020
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	It is possible to search for the [[EN:Result_List#Status_of_a_patent\|status]] of a patent within a selected monitoring task. <br />		It is possible to search for the [[EN:Result_List#Status_of_a_patent\|status]] of a patent within a selected monitoring task. <br />


	[[File:MonTaskSearch.jpg\|750px]]		[[File:MonTaskSearch.jpg\|750px]]

Florian: /* Allgemein */

2019-03-01T17:04:09Z

Allgemein

← Older revision		Revision as of 17:04, 1 March 2019
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	This way it is possible to display your own workflow with the IP7 Compass. <br />		This way it is possible to display your own workflow with the IP7 Compass. <br />

	== ~~Allgemein~~ ==		== General==

	If a patent fulfills certain requirements, it can be added to a monitoring task.<br/>		If a patent fulfills certain requirements, it can be added to a monitoring task.<br/>

C.nothen: /* Search for status */

2018-10-26T09:11:58Z

Search for status

← Older revision		Revision as of 09:11, 26 October 2018
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	== Search for status ==		== Search for status ==

	It is possible to search for the [[EN:~~resultlist~~#Status_of_a_patent\|status]] of a patent within a selected monitoring task. <br />		It is possible to search for the [[EN:Result_List#Status_of_a_patent\|status]] of a patent within a selected monitoring task. <br />


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	This way you can, for example, search for all patents with the status “not relevant”. <br />		This way you can, for example, search for all patents with the status “not relevant”. <br />
	The search can subsequently be set up as an [[EN:~~automatic_search~~\|automatic search]] and used to fill a selected folder. <br />		The search can subsequently be set up as an [[EN:Automatic_Searches\|automatic search]] and used to fill a selected folder. <br />


	[[Category:Windows client\|M]]		[[Category:Windows client\|M]]
	[[Category:web application\|M]]		[[Category:web application\|M]]

Florian at 18:09, 25 October 2018

2018-10-25T18:09:56Z

@@ Line 1: / Line 1: @@
 Monitoring tasks and [[EN:Automatic Searches|automatic searches]] enable the automation of specific internal processes. <br/>
 If a patent fulfills certain requirements, it can be added to a monitoring task.<br/>
 A specific group of users is tasked to process these patents, e.g. evaluate the patents.<br/>
@@ Line 87: / Line 91: @@
 This process does not depend on new patents being added to the monitoring.<br />
 As long as „old“ patents keep the „New“ status, the E-Mail is sent.<br />
 [[Category:Windows client|M]]
 [[Category:web application|M]]

C.nothen at 13:18, 4 April 2018

2018-04-04T13:18:28Z

← Older revision		Revision as of 13:18, 4 April 2018
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	[[File:MonitoringExtended.jpg\|500px]]		[[File:MonitoringExtended.jpg\|500px]]

	The monitoring task always has a [[EN:Data ~~content~~\|basis]], which can be selected when setting up the task.<br />		The monitoring task always has a [[EN:Data Content\|basis]], which can be selected when setting up the task.<br />
	(Document, application, strict family or extended family)<br />		(Document, application, strict family or extended family)<br />
	The basis of the monitoring task can differ from the basis of the folder and the automatic searches.<br />		The basis of the monitoring task can differ from the basis of the folder and the automatic searches.<br />

C.nothen at 13:10, 4 April 2018

2018-04-04T13:10:00Z

← Older revision		Revision as of 13:10, 4 April 2018
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	[[File:MonitoringSimple.jpg\|right\|400px]]		[[File:MonitoringSimple.jpg\|right\|400px]]
	The monitoring task „observes“ a [[EN:~~folders~~\|folder]] regarding new patents.<br />		The monitoring task „observes“ a [[EN:Folders\|folder]] regarding new patents.<br />
	New patents can be added to a folder via an [[EN:Automatic Searches\|automatic search]] or by manually assigning them to a folder.<br />		New patents can be added to a folder via an [[EN:Automatic Searches\|automatic search]] or by manually assigning them to a folder.<br />
	Additionally it is also possible that the monitoring shows new patents without them previously having been assigned.<br />		Additionally it is also possible that the monitoring shows new patents without them previously having been assigned.<br />

C.nothen at 13:09, 4 April 2018

2018-04-04T13:09:32Z

← Older revision		Revision as of 13:09, 4 April 2018
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	A specific group of users is tasked to process these patents, e.g. evaluate the patents.<br/>		A specific group of users is tasked to process these patents, e.g. evaluate the patents.<br/>
	Critically evaluated patents can be further processed and transferred to another monitoring task. <br/>		Critically evaluated patents can be further processed and transferred to another monitoring task. <br/>
	In this step the user group can decide e.g. whether these patents should be included in a [[EN:~~Observation_~~(~~Legal Status monitoring~~)\|observation]] (legal status monitoring).<br/>		In this step the user group can decide e.g. whether these patents should be included in a [[EN:Observation (Legal_Status_Monitoring)\|observation]] (legal status monitoring).<br/>

	[[File:MonitoringSimple.jpg\|right\|400px]]		[[File:MonitoringSimple.jpg\|right\|400px]]
	The monitoring task „observes“ a [[EN:~~Folder~~\|folder]] regarding new patents.<br />		The monitoring task „observes“ a [[EN:folders\|folder]] regarding new patents.<br />
	New patents can be added to a folder via an [[EN:Automatic Searches\|automatic search]] or by manually assigning them to a folder.<br />		New patents can be added to a folder via an [[EN:Automatic Searches\|automatic search]] or by manually assigning them to a folder.<br />
	Additionally it is also possible that the monitoring shows new patents without them previously having been assigned.<br />		Additionally it is also possible that the monitoring shows new patents without them previously having been assigned.<br />

← Older revision		Revision as of 12:04, 20 July 2021
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	[[File:MonitoringSimple.jpg\|right\|400px]]		[[File:MonitoringSimple.jpg\|right\|400px]]
	The monitoring task ~~„observes“~~ a [[EN:Folders\|folder]] regarding new patents.<br />		The monitoring task "observes" a [[EN:Folders\|folder]] regarding new patents.<br />
	New patents can be added to a folder via an [[EN:Automatic Searches\|automatic search]] or by manually assigning them to a folder.<br />		New patents can be added to a folder via an [[EN:Automatic Searches\|automatic search]] or by manually assigning them to a folder.<br />
	Additionally it is also possible that the monitoring shows new patents without them previously having been assigned.<br />		Additionally it is also possible that the monitoring shows new patents without them previously having been assigned.<br />
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	Once patents are included in the monitoring task, they receive the status "New" or "None".<br />		Once patents are included in the monitoring task, they receive the status "New" or "None".<br />
	Users can then set the status to "not relevant" or "OK".<br />		Users can then set the status to "not relevant" or "finished".<br />
	This status only refers to the current monitoring task.<br />		This status only refers to the current monitoring task.<br />
	Therefore the same patent can have a different status in a different monitoring task or [[EN:Projects\|project]]<br />		Therefore the same patent can have a different status in a different monitoring task or [[EN:Projects\|project]]<br />
	Once the status "not relevant" or "OK" is assigned, the patent is not considered "New" in the monitoring.<br />		Once the status "not relevant" or "finished" is assigned, the patent is not considered "New" in the monitoring.<br />
	The patent is the considered "processed".<br />		The patent is the considered "processed".<br />

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	[[File:Family-1.jpg\|600px]]		[[File:Family-1.jpg\|600px]]

	Additionally the 5 applications of the family were previously assigned the status ~~„OK“~~ in the monitoring task.<br />		Additionally the 5 applications of the family were previously assigned the status "finished" in the monitoring task.<br />

	In summary the following starting situation: <br />		In summary the following starting situation: <br />
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	The folder contains the extended family and the monitoring tasks contains all 5 applications of the family.<br />		The folder contains the extended family and the monitoring tasks contains all 5 applications of the family.<br />
	All 5 applications have the status "OK".<br />		All 5 applications have the status "finished".<br />

	With the weekly database update a change is now made. <br />		With the weekly database update a change is now made. <br />
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	This means that this process is not affected by the automatic search finding the new application or not. <br />		This means that this process is not affected by the automatic search finding the new application or not. <br />
	The monitoring tasks relates to the folder, the folder contains the family, the family ~~„grows“~~ with a new application. Therefore the new application is added to the monitoring task.<br />		The monitoring tasks relates to the folder, the folder contains the family, the family "grows" with a new application. Therefore the new application is added to the monitoring task.<br />


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	Automatic E-Mail notifications can be activated for monitoring tasks.<br />		Automatic E-Mail notifications can be activated for monitoring tasks.<br />
	All users who are assigned to a monitoring task are automatically notified about ~~„new“~~ patents.<br />		All users who are assigned to a monitoring task are automatically notified about "new" patents.<br />
	The following intervals of notifications are available:<br />		The following intervals of notifications are available:<br />
	*daily		*daily
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	If the daily interval is set and patents are not processed (status set) then an E-Mail is sent every day. <br />		If the daily interval is set and patents are not processed (status set) then an E-Mail is sent every day. <br />
	This process does not depend on new patents being added to the monitoring.<br />		This process does not depend on new patents being added to the monitoring.<br />
	As long as „old“ patents keep the ~~„New“~~ status, the E-Mail is sent.<br />		As long as „old“ patents keep the "New" status, the E-Mail is sent.<br />

	== Search for status ==		== Search for status ==