TABLE OF CONTENTS


Once enabled, you will see a 'Rewards' tab on Patent and Utility Model cases. In this tab, there are three sections:


  • Case Reward Information
  • Inventor Reward Information
  • Rewards


Case Reward Information


Displayed here is the Case Code and any fields selected in System -> System Preferences -> Cases -> Inventor Remuneration -> Case Fields to show on rewards page.


Select ‘Edit’ to update the fields. 


In the dialog box, you can enter values into the case custom fields that are displayed on the rewards page directly. Or you can use an expression to populate one field by selecting from the dropdowns: ‘Use an Expression’ to select from a list of expressions in your system, and ‘Apply to Field’ to indicate where the output of the expression should be populated. Upon selecting ‘Update’, the selected Expression will run and populate the field indicated, and display in the Case Reward Information section.




Inventor Reward Information


Listed here are all the inventors linked to the case along with any fields selected in System -> System Preferences -> Cases -> Inventor Remuneration -> Inventor Fields to show on rewards page.


Select ‘Edit’ per Inventor to update the fields. 


In the dialog box, you can enter values into the inventor custom fields that are displayed on the rewards page directly. Or you can use an expression to populate one field by selecting from the dropdowns: ‘Use an Expression’ to select from a list of expressions in your system, and ‘Apply to Field’ to indicate where the output of the expression should be populated. Upon selecting ‘Update’, the selected Expression will run and populate the field indicated, and display in the Inventor Reward Information section.



Case Reward Information


You can either add a New Reward to add a flat amount or add a New Calculated Reward to use an Expression to calculate the Reward amount.


In the dialog box for New Calculated Reward, you’ll need to select the Expression to Use dropdown. Be sure that you have completed all required fields for the calculation. Upon selecting ‘Create’, the selected Expression will run and populate the Amount, and display in the Rewards section. 



If the Amount is not as expected, click ‘Edit’ to view the Values Used to Calculate This Reward. Update any fields as needed, then come back to the ‘Edit’ screen and under Recalculate, select ‘Yes, erase current amount and recalculate’, then select ‘Update’.