Separation of User and System Actions in “Created/Modified By” Fields

As a client I would like the automatically created tasks from Docketing Rules and Renewal Rules to be created as the System and not as the user updating the bibliographic data.

• 4 new audit fields on major objects:
  1. Created By
  2. Created Date
  3. Updated By
  4. Updated Date
• User updates to records are recorded in the Created By/Updated By with their username
• Subsequent actions triggered by the system are recorded in the Created By/Updated By with the System

This feature introduces new “Created By” and “Modified By” fields that distinguish between actions performed by the user and those triggered automatically by the system. This allows for clear tracking of activities in Salesforce, ensuring that user-triggered modifications are attributed to the correct user account, while system-driven changes (e.g., workflows, process builders, automation) are labelled under system actions.

• User Actions: Logged and displayed under the user’s account name in the "Created/Modified By" fields.
• System Actions: Automated actions (e.g., from workflows, triggers) are attributed to System instead of the user.

This feature provides precise insight into who performed each action and helps maintain audit trails by separating manual user activities from system-initiated processes.

• Missing Fields for Assignment Notice of Recordation information
• Add History function to all the sections of all the dockets
• Correct History function in design dockets
• Modification of Extension Workflows
  1. Certain fields are copied to the newly created docket automatically
     • Primary Owner
     • Title
     • Unit
     • Application number/Application date copied to Priority detail fields
• Step II of Renewal w/o API process - Reports & Layout change 1/2 Pavis
  1. 2 new reports created for handling Pavis renewals:
     • New Patents since GoLive
     • Updated Grant Date
• Incorrectly Application Date as Priority Date
• Update the subject line of automatically closed renewal tasks to help identification

• Correct the functionality that automatically completes renewal tasks
• Missing next TM Renewal when a Task is completed
• Family First Trademark field issue
• Implement Multiple priority in Patent to TM & Design
• Issue when chaging user locale preference
• Publication details triggering changes to renewals
• Grammar In Inline Help Text on Patent Links Section on Patent Object
• System freezes on trademark extensions
• Flow failed due to 'CustomNotificationType' is not supported
• Extension Workflow Shows Success Message Despite Record Creation Failing
• Trademark Priority Date does not take the oldest application date
• Trademark docketing rule and pre-sets are not well imported (base date mapping issue)
• Remove Managing Associate duplication from patent/trademark workflows
• Wrong Reference: my autonumber increment 10 per 10
• Issue with updateReferenceField for Trademarks (and potentially Design, Patent and Family)
• UI Change: block multiple click on "Add trademark(s) to avoid multiple entries
• The task "REMINDER: Add next batch of renewal tasks" is created twice
• Remove demo "Assignment" object

Documentation: Refer to the platform's documentation 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+.

Help Center: Access the Help Center within the Equinox Corporate+ platform for a wealth of resources, including FAQs, troubleshooting guides, and user forums. The Help Center is a hub of knowledge where you can find answers to common questions and connect with other users to exchange tips and ideas.

Customer Support: If you require personalized 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+.

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+!