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In Data Extraction module user can define criteria for process which are going for publication and republication.

Steps for defining criteria are mentioned below:-

 

  1. Clicking on ‘Define Criteria’ link inside ‘Data Extraction’ menu result display following screen which contains process types list which can be customized in the IPAS Designer based on the Office requirements.

2. Select process type from drop down and click on ‘Retrieve’ Button. Result will display following screen ‘Retrieve’ button will fetch the criteria defined for selected process for extraction and if there is no data defined by user previously then default criteria will get fetched from system.

Enter inputs to the following screen as described below

 

 

 

Field

Description

Process Type

Select from the drop down list the process type which can be customized in the IPAS Designer based on the Office requirements.

Start Date

Start date of selected criteria extraction

End Date

End date of selected criteria extraction

IP Type

IP type of selected process type (In case of Patents,Industral Design user allow to selected IP type)

 

 

Save

Save button will save defined criteria into the system

Preview

Preview button will preview the extraction files of selected criteria.

 

Edit Button

Edit Button will allow user to add action types of process.

 

Note:-

a) Only fields which contain an asterisk (*) mark are mandatory.

b) Please refer section 10.2.1 regarding how to add Action types for selected process types.

c) Please refer section 10.2.2 regarding how to add Application Types for selected process types.

d) Please refer section 10.2.3 regarding how to add Application Sub types for selected process types.

e) Please refer section 10.2.4 regarding how to add User doc Types for selected process types.

f) Please refer section 10.2.5 regarding how to add User Sections for selected process types.

 

3. Enter the inputs and click on ‘Save’ button for saving criteria.

 

4. Clicking on the ‘Save’ button results in display of the confirmation dialog screen below. 

 

10.2.1       How add Action Type(s) and Status for Criteria

 

In Data Extraction, User is allowed to add actions for selected process type and also user can edit added action types.

Steps for adding action types and Status of Criteria are mentioned below:-

1. The following screen will get displayed on clicking on ‘Retrieve’ button steps no. 1, 2 mentioned in   7.

 2. Click the ‘Edit ‘icon for adding action types for selected process type.

 

 

3. After clicking ‘edit’ icon following dialog box will display on screen with list of action types of selected process and legal status.

 

 

 

4.- Select the check boxes of action types click on ‘Add Action Type’ button.

5.- Selected Action types will save into the system and following confirmation message will be prompt to user.

 

 

6.- Saved Action type and status will displayed on criteria screen for selected process.

 

 

10.2.2 How to Add Application Type (s) for selected Process Type

10.2.2.1    Adding Application type(s) of Criteria

 

Steps for adding application types are mentioned below:-

1. The following screen will get displayed on clicking on ‘Retrieve’ button steps no. 1, 2 mentioned in   7.

 

2. Click the right most ‘+’ icon from above screen for adding application type of selected process.

 

 

3.After Clicking on ‘+ icon the following dialog box displayed with list of application type of selected process type.

 

4. Select the check box of application types and then click on ‘Add Nodes’ button which will add application type into system and display following message.

 

5. Added Application type will be displayed on criteria screen.

10.2.2.2      Deleting Application type(s)

Steps for deleting application type are mentioned below:-

  1.  The following screen will get displayed on clicking on ‘Retrieve’ button steps no. 1, 2 mentioned at the beggining

 

 

2.- Select application type and click on ‘delete’ icon.

 

 

3.-  Clicking on the ‘delete’ icon results in display of the confirmation dialog screen below. 

 

4. After providing the confirmation, the following message screen will be displayed.

 

10.2.3  How to Add Application Sub Type(s) for selected Process Type

10.2.3.1      Adding Application Sub type(s) of Criteria

Steps for adding application subtypes are mentioned below:-

1. The following screen will get displayed on clicking on ‘Retrieve’ button steps no. 1, 2 mentioned in   7.

2.-Select Application Type (Please refer section for how to add Application type for selected process) and click on ‘+’ left side Icon.

3. After clicking on ‘+’ icon following dialog box will be displayed with list of application sub type of selected process type.

4. Select the check box of application subtype and then click on ‘Add Nodes’ button which will add application sub type into system and display following message.

5. Added Application Sub type will be displayed on criteria screen

10.2.3.2                  Deleting Application sub type(s):

    Steps for deleting application sub type are mentioned below:-

  1.  The following screen will get displayed on clicking on ‘Retrieve’ button steps no. 1, 2 mentioned at the beggining.

2.- Select application type and click on ‘delete’ icon.

3. Clicking on the ‘delete’ icon results in display of the confirmation dialog screen below.

4. Upon providing the confirmation, the following message will get displayed.

5. Application Subtypes will get delete from system.

10.2.4 How to Add and delete User Document(s) for selected Process Type

User can able to add or remove user documents when EDMS is activated for IP office. User can add user documents inside ‘Front File’ or Back File’.

 

7.4.1Adding User Document(s) of Criteria:-

Steps for adding user documents of selected process are mentioned below:-

1. The following screen will get displayed on clicking on ‘Retrieve’ button steps no. 1, 2 mentioned at the beggining.

2. If user want to add user document inside Front file select Front file under application sub types and click on ‘Add’ icon or if user want to add user document inside Back file select Back file under application sub types and click on ‘Add’ icon (Please refer section 7.3 for how to add Application subtype) and click on ‘Add’ Icon.

 

3.- The following dialog box will be displayed with list of user document types of selected process type.

Note:-User document list contains user documents which short name configured (Please refer section link 10.6 regarding how to configure shorts name for user documents)

 

4. Select the check boxes and select the process result type click on ‘Add Data’ button which will add user documents into system and display following message.

5. Added User documents type will be displayed on criteria screen.

 

10.2.4.2 Deleting User document(s):

Steps for deleting user documents are mention below:-

 

1.- The following screen will get displayed on clicking on ‘Retrieve’ button steps no. 1, 2 mentioned in   7.

2.- Select user document and click on ‘delete’ icon.

 

3.- Clicking on the ‘delete’ icon results in display of the confirmation dialog screen below.

 

4. After providing the confirmation, the following message screen will be displayed..

5. User Document will be deleted from system.

10.2.5 How to Add Section Type(s) for selected Process Type

User can able to add or delete section types when EDMS is activated for IP office. User can add section types inside user documents.

10.2.5.1 Adding Section type(s) of Criteria:-

Steps for adding section types are mention below:-

1. The following screen will get displayed on clicking on ‘Retrieve’ button steps no. 1, 2 mentioned in   7.

2. Select user document and click on ‘+’ left side Icon.

3. Following dialog box will be displayed with list of section types of selected process type.

4. Click check box and click on ‘Add Nodes’ button which will add section types into system and display following message.

5. Added Section types will be displayed on criteria screen.

 

10.2.5.2 Deleting Section type(s) of Criteria:

Steps for deleting section types are mentioned below:-

1.The following screen will get displayed on clicking on ‘Retrieve’ button steps no. 1, 2 mentioned at the beggining

2. Select Section type and click on ‘Delete’ icon.

3 Clicking on the ‘delete’ icon results in display of the confirmation dialog screen below.

4. Upon providing the confirmation, the following message will get displayed.

5.User Section type will get delete from system.

 

 

 

 

 

 

 

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