In Equinox Corporate+, efficient management of design cases begins with establishing a design family and then proceeding to create individual design cases within that family. This guide will take you through the process of creating a design case, ensuring that you have all the necessary information to initiate effective intellectual property management.
Prerequisite:
Before creating a design case, ensure that you have created a design family. A design family serves as a container for related design cases, providing a structured approach to organizing your intellectual property assets.
Step 1: Create a Design Family:
Go to the Design Families tab in Equinox Corporate+ or click “New Family” in the Family lookup field.
Click the "New" button to start creating a new design family.
Fill in the required Family Title field and Family Reference.
Optionally, add any additional information such as Products or Family Status if necessary.
Click "Save" to create the design family.
Step 2: Create a Design Case:
Once the design family is established, proceed to create individual design cases within that family.
Navigate to the Design Cases tab in Equinox Corporate+ (or simply keep adding the fields to the design case).
Click the "New" button to begin creating a new design case.
Select the required design family from the dropdown menu to associate the case with the previously created family.
Optionally, include additional details such as relevant dates information or any relevant custom fields.
Click "Save" to create the design case within the selected design family.
Additional Tips:
Ensure that you have all necessary information, such as application numbers or filing dates, readily available when creating design cases.
Regularly update the status of the design cases as they progress through different stages of the design lifecycle.
Utilize custom fields and additional functionalities in Equinox Corporate+ to enhance the management of your design cases and families.
By following these steps, you can seamlessly create design cases within Equinox Corporate+, enabling you to effectively manage your intellectual property assets and streamline your design portfolio management process. If you encounter any issues or have questions, feel free to reach out to our support team for assistance.