The Add Office Action / Pre-set feature lets you generate pre-defined groups of tasks associated with an office action or similar event. These task sets—known as pre-sets—are driven by docketing rules that reflect key deadlines for different jurisdictions and case types.
When to Use This
Use this feature any time an event like an office action, issuance, or examination report is received and you want to quickly generate related tasks based on standardized timelines.
Steps to Add Office Action / Pre-set Tasks
1. Open the Case
Navigate to the case(patent, trademark, design) you want to update.
2. Click the "Add Office Action / Pre-set" Button
In the top-right corner, click the Add Office Action / Pre-set button.
3. Select a Docketing Rule
You’ll be prompted to choose a docketing rule. Only rules relevant to the case's country and category will be shown.
4. Enter a Base Date
Next, you’ll be asked to enter a base date. This is the date that triggers the deadline calculations based on the selected docketing rule. For example, if the rule is triggered by 'Date of Issue,' you must enter that date here.
5. Click Continue
Once you’ve selected the rule and base date, click Continue to preview the tasks.
6. Select a Pre-set
You’ll now see a list of available tasks related to the docketing rule-
7. Review and Customize the Tasks
You'll be taken to the Add Task screen with all tasks generated by the rule. Here, you can:
- Tick the checkmark to skip a task
8. Click Proceed to Add Tasks
When all task details are correct, click the Proceed button at the bottom to confirm and add the tasks to the case.
Notes:
- Docketing rules and pre-sets are configured by your system administrator. If you don’t see the rule or tasks you need, reach out to your IP admin team.
- The base date may differ depending on the docketing rule (e.g. Filing Date, Office Action Date, Issue Date).
- Pre-set functionality helps ensure deadlines are consistently applied across cases.