IP7 Compass

Extended workflow: User-specific task distribution

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In a typical workflow template, roles are defined that must be assigned to specific individuals when a project is created. These individuals then form the project team and are responsible for tasks such as evaluating a publication or assessing the granting of a critical patent.

 

With the extended workflow, it is now possible to assign certain roles—such as those in the patent department or team leader—on a permanent basis, while other roles, especially subject matter experts, can be filled flexibly and on a topic-specific basis. Depending on the subject area, a suitable expert can be determined who then remains permanently responsible for all further tasks related to this patent family.

 

In contrast to the review process, in which individual tasks such as the evaluation of a patent can be temporarily assigned to other experts, the extended workflow variant transfers the entire role responsibility to another person. This person is then not only responsible for a single evaluation, but also takes on all future tasks for the patent in question – e.g., even if the patent is granted at a later date.

 

A task can be assigned by the team leader, for example. The team leader can decide whether to take on the task themselves or delegate it to one or more team members. Once assigned, an expert remains responsible for this patent throughout the entire project.

 

We are happy to provide you with further information or individual advice on the extended workflow.

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