Once you have created a case family you will be able to view and edit the information on the Family tab.

1. Table of Family Members


The main body of this screen displays a table of all cases within the family. You can click on the case code to view the details of a case within the family.


Note: When viewing an individual case the relationship between cases is displayed on the right hand side of the case Details tab. Please see the section on ‘Right Hand Case Information’ for more information.

 

2. Priority Information


At the bottom of the screen some boxes list the: 


  • ‘Earliest Priority’ date found in the cases within the family.
  • ‘Additional Priority’ dates recorded on any cases within the family. 


Note: this box will only be displayed if you use the Additional Priority field. (See Additional Priorities for more information).

3. Family Details


In the top left of this screen you will be able to view:


  • Family Type (Patent, Trade Mark, Design)
  • Family Name (This is usually the same as the Short Title of the original case but can be edited)


To amend the above details:

  1. Click the ‘Edit’ link next to these fields. 
  2. Click ‘Update’ to save any changes OR Click ‘Cancel’ to return to the previous screen.



Family Abstract


  • To add a family abstract click the ‘Edit’ option next to the Family Type and Family Name.
  • When an Abstract is saved it is visible at the bottom of the family page.
  • To update this click the ‘Edit’ option next to the Abstract.

4. Manage Family Members

In the top right of this screen are some buttons options:


Add Family Members

This option allows you to add existing cases to a family.

  • Click the ‘Add Family Members’ button. You will be taken to a screen that lists all cases within your system.
  • Use the filters at the top of each column to find the case(s) you want to add to the Family.
  • Click ‘Back to Case’ to go back OR Tick the box on the left next to the case code(s) you want to add. 
  • Click ‘Add to Family’ in the bottom right hand corner.


The new case(s) that have been added will be listed on the Family tab.


Remove Family Members

This option allows you to remove cases from the family.

  • Click the ‘Remove Family Members’ button. You will be taken to a screen that lists all the current cases included within the family.
  • Click ‘Cancel’ to go back OR Tick the box on the left next to the case code(s) you would like to remove.
  • Click ‘Remove from Family’ in the bottom right corner.


Note: Removing a case from a family does not delete the case from your system.


Show Map

This button will display a world map, highlighting all countries with cases included within the family. 

  • Map scale: Adjust the map scale by clicking the + and – signs in the top left hand corner
  • Map Options: On the right hand side of the map you can select different categories of cases and areas to filter the map.
  • Map Key: This illustrates the colour of the country, depending on the case status.


When hovering over a country you will be able to view the case code, short title and status of any cases within that family that use that country code.