Equinox Corporate Plus

Update expiry date based on PTA & PTE

User will be offered a field on the patent object to add a number of X days for the “PTA (patent term adjustment)” and for “PTE (patent term extension)” in the respective situations. When a value is filled in that field, the “Expiry Date” field will be updated with the calculation taken into account.

The task that is created with subject “Patent term expires today” will also have an updated deadline. 

In theory the values of these two fields are not accumulative, so the situation where both values shall be included into the calculation is not legitimate. 

Update renewal tasks when base date is updated

Currently when a case date, country info or filing type on a case is changed, the renewal tasks would be marked as done and be brought to the “Activity History” section. New set of tasks will be created according to the pre-set tasks based on the renewal rules. 

The enhancement here is: we keep the same behavior for changing country or filing type, but regarding the case date change, we update the renewal date when the changed case date is one of the base dates for this jurisdiction for renewal task generation. 

Here we avoid the situation that when the user accidentally changes a case date, all the tasks get closed and reopened. 

Management of Primary Owner field

The “Primary Owner” field on the “Asset” objects (Patent, Trademark, Design) overview page is auto-populated from the “Entities” junction object to the right of the page, following the rules below: 

Rules applied on Owner record for manual actions

• The first Owner record is automatically set to primary
• Setting primary flag on an Owner record will automatically remove this primary flag on all other existing records and update the related case accordingly
• Removing primary flag on an Owner record will display a warning/advice message first
• Deletion of an Owner having primary flag is forbidden
• Deletion of an Owner without primary flag is authorized without warning message

Primary Owner field management :

This primary Owner field is always displayed in read-only, and is

or

Information message : 

On each Patent or Trademark (not Design) having primary Owner empty, a red warning message will be displayed at the top right of the layout (at the same place that Suggestions PTO message).

• Message content : "Warning! No Primary Owner set on this Patent/Design/Trademark!"
• This message is displayed only for assets having payment managed by Pavis or Bandstock

On each Patent or Trademark (not Design) having primary Owner filled by default Owner of the client, a red warning message will be displayed at the top right of the layout (at the same place that Suggestions PTO message).

• Message content : "Warning ! Default Primary Owner set on this Patent/Design/Trademark !"
• This message is displayed only for assets having payment managed by Pavis or Bandstock

• Updates to how docketing rules & pre-sets are imported from the Equinox API
  1. Do not update the base date or the case subtype
  2. Do not import renewal tasks
• Updates to iOrbit
  1. Improve how images are pulled for patents
• Updates to extension workflows
  1. Modification of Extension Workflows
  2. New patent through Extension Workflow using direct extension
• Updates to trademarks
  1. Generate 3 renewal tasks in the future for trademarks
• Updates to cloning
  1. When a case is cloned, the following are copied to the new case
     • Entities
     • Inventors
     • Priorities

• TM type picklist update
• Update to create a new patent through Extension Workflow using direct extension 
• "WD" from Country code list 
• Editing the entity does not update the Primary owner field 
• Error with PTO Trademark suggestions
• Limiting country selection to the type of IP right

Documentation: Refer to the platform's documentation at

https://corporateplus.help.questel.com/en/support/solutions  for detailed information on specific features, workflows, and best practices. The documentation provides step-by-step instructions and valuable insights to help you make the most of Equinox Corporate+.

Customer Support: If you require assistance or have technical issues that need resolution, reach out to our dedicated customer support team. They are available to address your queries and provide guidance to ensure a smooth and successful experience with Equinox Corporate+. Contact the support team at help@questel.com

Training and Webinars: Take advantage of training sessions and webinars offered by Equinox Corporate+. These sessions provide hands-on learning opportunities, tips and tricks, and insights into advanced features. Stay updated with the latest training schedules and join these sessions to enhance your knowledge and proficiency.

We appreciate your commitment to efficient IP management and trust that Equinox Corporate+ will be an invaluable tool in your journey. Should you have any feedback or suggestions to further improve the platform or this user guide, please don't hesitate to share them with us. We are continuously working to enhance the user experience and meet your evolving needs.

Thank you for choosing Equinox Corporate+!