Design Case Layout
The design case layout in Equinox Corporate+ provides a structured and comprehensive view of all relevant information and activities related to design cases. This help page will guide you through the various sections and fields available in the design case layout.
Design Information Overview
• Reference: Unique identifier for the design case.
• Status: Current status of the design case (e.g., pending, filed, registered).
• Design Parent: If applicable, the “parent” associated with the case (e.g., parent international design).
• Design Type: Type of design (e.g., first filing, claiming priority, nationalization of Hague, divisional, provisional).
• Country: The country where the design was filed.
• Design Country Code: Two-letter abbreviation of the country where the design was filed.
• Data Quality Score: Red flag if missing design type, status, application date for pending/registered, or registration date for registered. Green flag if data is correct and aligned.
Official Dates & Numbers
• Filing Date: The date on which a design application is first filed with a registration office, marking the official beginning of the design application process.
• Registration Date: The date on which a design is officially registered by a registration office, providing the design holder with exclusive rights to the design for a specified period.
• Priority Number: A unique identifier assigned to a priority claim associated with a design application, indicating the priority application from which priority is claimed.
• Application Number: A unique identifier assigned to a design application when it is filed with a registration office, used for tracking and reference purposes.
• Registration Number: A unique identifier assigned to a registered design, used for identification and reference purposes.
• Expiry Date: The date on which the validity or term of a design registration expires, marking the end of the period of exclusivity granted to the design holder.
• Description: A concise summary of the design described in a design document, providing an overview of the aesthetic aspects, purpose, and potential applications of the design without going into exhaustive detail.
System Information
• Last Modified By: The date and time of the last modification to the design and the user who made this modification.
• Created By: The date and time the design was created within Equinox Corporate+.
Tasks
• Open Activities: View and manage tasks, events, and other activities that are currently open or pending on the design. This can include renewal tasks or any ad-hoc task that’s been created or assigned.
• Activity History: Review a log of completed tasks, events, and activities for reference and record-keeping purposes on the design.
Documents (S-Drive integration)
• Home: Navigate to the main page of the Documents section.
• Download File: Retrieve a specific file from the document repository to your local device.
• Initiate Download Job: Commence the process of downloading multiple files or a large file.
• Upload File(s): Transfer one or more files from your local device to the document repository.
• Email File(s): Send selected files directly from the document system via email.
• Create New Folder: Establish a new folder within the document system to organize files systematically.
• Delete selected file(s): Remove chosen files from the document repository.
• Cut: Relocate selected files or folders to another location within the document system.
• Copy: Duplicate selected files or folders within the document system.
• Paste: Insert copied or cut files or folders into a new location within the document system.
• Attach from S-Drive Folders: Access and attach files from specific folders within the S-Drive storage system (globally accessible files).
• Create Shortcuts: Generate quick access links to frequently used files or folders.
• List View: Display files and folders in a list format for efficient navigation and organization.
• Thumbnail View: Present files and folders as thumbnails or previews for visual identification.
• Grid View: Arrange files and folders in a grid layout for a compact overview.
Contacts
• Owner: The individual responsible for the overall management and decision-making regarding the task, document, or project.
• In-house Counsel: A legal professional employed by the organization who provides legal advice, conducts legal research, and handles various legal matters internally.
• Paralegal: A legal assistant or support staff member who assists attorneys with tasks such as document preparation, research, and administrative duties.
• Case Manager: The individual responsible for overseeing and coordinating various aspects of a legal case, including scheduling, document management, communication with clients and other parties, and ensuring that deadlines are met.
Legal Associate and External Agent:
• Managing Associate: The attorney at the law firm (or law firm) who is responsible for overseeing and managing specific legal cases or matters. The managing associate typically supervises other attorneys, provides guidance on complex legal issues, and ensures that cases are progressing smoothly.
• Managing Associate Reference: The case reference associated with the managing associate, serving as a point of identification or reference for the specific legal case or matter they are managing. This reference may be used internally within the law firm for tracking purposes and client communication.
• Local Associate: An attorney or law firm based in a specific geographic location who handles legal matters related to that region. Local associates are familiar with local laws, regulations, and court procedures, and they may work closely with clients in the area.
• Local Associate Reference: The case reference associated with the local associate, serving as a point of identification or reference for the specific legal case or matter they are handling within their geographic region. This reference may be used internally within the law firm for tracking purposes and client communication.
• Drafting Associate: An attorney or legal professional specialized in drafting legal documents, contracts, pleadings, and other written materials. Drafting associates ensure that legal documents are clear, accurate, and in compliance with relevant laws and regulations.
Renewals
Annuities Information:
• Next Annuity Date: The date on which the next annuity payment for a design is due.
• Next Annuity Detail: Specific information regarding the next annuity payment, including the amount due, payment method, and any relevant instructions.
• Registration Office Submission: Has the case been successfully submitted to the registration office.
• Payment Managed By: The entity or individual responsible for managing annuity payments, which may include a law firm, intellectual property management company, or the owner of the intellectual property rights.
• Licensed: Indicates whether the design rights are licensed to third parties for use, or if they are solely owned by the primary owner.
• Registration Office Entity Status: The current status of the entity associated with the design rights as registered with the relevant registration office. Applicants can benefit from reductions on most fees charged by the registration office regarding their status.
• Annuity Provider: The entity or service provider responsible for administering annuity payments on behalf of the intellectual property owner.
• Multi-Design: Checkbox field indicating whether the annuity payment covers multiple designs.
• Type of Order: Specifies the nature of the order such as standing order (automatically pay), single order (decision must be submitted for payment to be made), or list only.
• Number of Designs: The count of designs included in the annuity payment.
Family
Similar to the family component on the right, the family tab will allow you to view the other members of the family and the display can be configured to highlight all the pertinent information you would like to see on that particular case.
You will also have the ability from this page to add new members to the family, or to adjust the details of the other members in the family with the “new” and “family adjust” button at the top right. You can use the family adjust for example to edit the in-house counsel assigned to the case across the family, or quickly edit titles of multiple members in one quick action.
History
Here, you'll find a detailed log of activities and changes tracked within the design case interface. Up to 20 fields can be tracked on the design case, and up to 6 fields on the activities and tasks related to the designs.
Field History Tracking
With Field Audit Trail, you can track up to 60 fields per object, and archived field history is stored until you manually delete it. Otherwise, it’s only stored for 18 to 24 months.
Every interaction, modification, and update to your designs is meticulously recorded, offering a chronological timeline of events that shape your design portfolio. From status changes to document uploads, the "History" section provides transparency into the evolution of your designs.
Navigate through the activity log effortlessly, gaining insights into user actions, timestamps, and relevant details. With real-time updates and historical context at your fingertips, empower your team to make informed decisions and enhance collaboration.
Related
The related tab allows you to add a list of any other related object you would like. By default, you will find references and contracts but you can link any object within the system together (such as workspaces, products, etc.) which can be quite helpful for navigation and reporting purposes.