Details tab of a case.
TABLE OF CONTENTS
Parent–Child case relationships overview
You can use parent–child case relationships to:
Track the origin of a case (e.g., a case may have originated from a PCT application)
Update information across related cases within pre-set task components
Create a case family diagram on the Family tab
The right-hand side of the case Details screen includes a list of case codes related to the case you are viewing. These case codes are also links that you can click to view the Details of related cases.
The relationship between the cases is broken down into the following:
Parent Case (Original case)
Child Cases (Subsequent cases)
The Parent–Child relationship between cases will automatically be recorded if cases are created using the following case tools:
Copy Case
Generate Madrid
Nationalise PCT
Validate EP
National Rights
Member Rights
The original case with be the ‘Parent’ case. Any new cases that are generated using these tools will be ‘Child’ cases.
Manually Add/Remove Case Relationships
You can manually add and remove parent case relationships.
Add a Case Relationship
Open the case that will become the 'Child’ case
Go to the Details tab of the case
Click Add Parent Case in the left-hand menu Options
Type the case code of the ‘Parent’ case
Click Add
The relationship will now be visible on the right-hand side of the Details tab for both the Child and Parent case
Equinox will display a message saying 'Successfully added Parent Case'
Remove a Case Relationship
Open the ‘Child’ case
Go to the Details tab of the case
Click Remove Parent Case in the left-hand menu Options
The relationship between both cases will be removed and no longer displayed on the right of the case Details tab
Equinox will display a message saying 'Successfully removed Parent Case'