The second most important step in PATOffice: Commenting and proposing according actions

In order for your colleagues to gain more context of your rating, it sometimes makes perfect sense to have a little more information to the rating. Therefore we highly recommend adding your thoughts to your rating with the comment function.

Commenting

As already explained in the previous article, you may add a comment at the same time as giving your rating.



A comment may e.g. be a summary of the invention in your own easy-to-read words or a hint to similar products / trials or influences on your own developments.

Assigning a color to comments

It is now possible to highlight important comments in various colors available for this purpose. The color can be selected when creating a comment. You can use this function to easily define your own comment categories, e.g. by using the color red for particularly important comments. You can also change the color of comments that have already been submitted by clicking on the three-dot menu and then selecting the Edit option.

Pinning comments

Another way to highlight important comments is to pin them to the top. To do this, select the Pin to top option in the three-dot menu.





You can pin as many comments as you like and easily unpin them from the top. Pinned comments are also displayed in the selected color.

Sorting and filtering comments and ratings

PATOffice allows you to sort ratings and comments according to the following options:
Oldest first
Newest first
Rating descending
Rating ascending


Ratings and comments are sorted automatically by selecting the corresponding option. Your selected sorting is a personal setting and is saved for all documents until you change it again.

It is also possible to filter ratings and comments according to the following criteria:
Workspace
User
Rating
Date
Color

Simply select the appropriate option and the comments and ratings will be filtered automatically.
You can tell if filters are currently set by checking the green note:


Unlike sorting, filters are only transferred to the next document within the current search. If you carry out a new search, the filters are reset so that you do not miss any relevant ratings or comments.
Filters can also be reset manually with immediate effect:

Proposing actions

Even though we are currently working on improving this feature to make it even more convenient, we still do not want to hold it back at this time for you.
In order to propose certain actions to your admin or specific colleagues we are currently using the tag function in PATOffice.

While setting up your PATOffice interface we will define certain action tags with your admin. These predefined tags will be available for you to select in the detail patent view accordingly.



This is where you can select the predefined tags.
Please have a look at how the tag management looks like:



By clicking on the tag you want to add (see picture "Einspruch einlegen" - sorry for the German, it will of course be set up in your own language).
The tag you clicked on will automatically be added to the selected tags in the field below:



The tag is now added to the document.

Please be aware:

These predefined tags do have a designated tile on your admin's dashboard. He/she will be notified if your proposed actions and will get back to you accordingly.
In order to reduce iterating loops, please make sure to add a comment to the document when proposing an action

Updated on: 16/12/2024