3. IA Management eReport Review Tab for the Center IP Focal Point Users

Owned by Enrico Bonaiuti
Last updated: Feb 09, 2021
6 min read

“IA Report Review” tab for Center IP Focal Point (the tab on the left in screenshot 2) consists of (a) an overview table, (b) Center IA Reports table, (c) a table showing CRP Platform capacity related to IA management, (d) a table on the Center policies, (e) a table on (e) Center IA Portfolio of Registered Ip (Patents), (f) Center IA Portfolio of registered IP (PVPs), (g) Center IA Portfolio of registered IP (Trademarks) and the components of the 3rd section including (3.1) Reporting of Limited Exclusivity Agreements, Restricted Use Agreements, and IP Applications and (3.2) Public disclosures associated with Limited Exclusivity Agreements, Restricted Use Agreements, and IP Applications.

a)      Overview Dashboard

The overview table consists of a filter to select the reporting year and the organization. It is possible to select multiple years. It is also possible to select all years by ticking the box under year selection criteria. In the “Organizations” filter, the only selectable Center is the organization of the Center IP Focal Point. These filter settings are important since they define the data visible for the rest of the page. Each table will show data depending on the selection of the reporting years.

Depending on the selection, the overview table shows the total number of Restricted Arrangements (Aggregate), Restricted Arrangements (Unique) and the total number of Registers. The number of LEAs, RUAs, IP Applications (Patent), IP Applications (PVP) and total numbers falling under each category is visible. The data the table shows vary depending on the selected years.

Screenshot 41: Overview Table under “IAeReport Review” tab

b)      Center IA Reports

The table will show the Center IA Reports ID, year, and organization depending on the selected years in the year filter. The column “Status” shows if the report is submitted or is a draft version. The number of LEA, RUA, IP (Patent), IP (PVP), and related number of MLS can be seen for each report. The review status shows the history of the review of each report and the order shows the flow between the Center and SMO. For example, “SMO, Center feedback, SMO” means the report was first submitted to SMO and after the review, SMO returned the report to the Center IP Focal Point for feedback. Then Center IP Focal Point made changes regarding the comments and re-submitted the report to SMO.

Screenshot 42: Data showed under Center IA Reports and available actions

Here, the possible actions to take are “Go to Report”, “Export as PDF” and “Export Section 3 as Excel”. Clicking on “Go to Report” opens a new tab with the link (https://dev.mel.cgiar.org/ia/iareporting/ia_report_id/xx) where “xx” takes a numeric value of the report ID. The new link with the corresponding report includes the information previously entered by the Center IP Focal Point. If the status of the report is submitted, then the Center IP Focal Point will not be able to modify the information, but (s)he will see the button “Review Record” for the entries. Upon clicking to “Review Record” the details of the reported content will appear.

Screenshot 43: “Review Record” button opens to a page of detailed information on the reported item

This dashboard shows all the items registered or Reported in all the previous years.

c)       Center Policies

The table includes ID, year, category, the status of the Center Policies and updates on them (if relevant). The Center IP Focal point will see two available buttons if the policy is under the status “Adopted”. These buttons are “View Record” and “Go to Report”. Clicking on “View Record” will show the details of the policy. The “Go to report” button will open the relevant report in a new tab, enabling the Center Focal Point to review the details for each reported item without making modifications.

Screenshot 44: Center Policies table

 In case the policy is revoked or superseded, viewing the record or the report options are not active.

Screenshot 45: “View Record” button opens the details of the Policy under “Center Policies” table in the view mode

d)      Center other resources related to IA Management

The table includes the ID and year, as well as the name, type category, the status of the resources. There is also a column on the updates, if relevant. In case the resources have the “Adopted” status, there are two actions available. These buttons are “View Record” and “Go to Report”.

Screenshot 46: The table shows the type, category and the status of the resources with two available actions: “View record” and “Go to report”

The button “View record” opens a window with the details of the resources and the button “Go to report” redirects to the link to view the report of that year.

e)      Center IA Portfolio of Registered IP (Patents)

The table shows the ID and the year of the portfolio. Besides, it demonstrates the country, the status, the applicant/owner of the portfolio and updates (if relevant). The available actions for the Center IP Focal Point are the “View Record” and “Go to Report” buttons. The “View Record” button opens a window with the details of the document, while the “Go to Report” button opens a tab to view the report of the related year.

 f)       Center IA Portfolio of Registered IP (PVPs)

This table shows the ID, year and the title of the registered PVPs, their status, applicant/owner organization, updates and available actions.

Screenshot 47: Table shows data on PVPs

g)      Center IA Portfolio of registered IP (Trademarks)

This table shows the ID, year and the title of the trademarks; as well as their country, status and applicant/owner organization and updates. The available actions for registered trademarks are “View Record” and “Go to Report”. The “View Record” button enables review of the details and “Go to Report” opens the report of the related year.

3.1.            Section 3.1: Reporting of Limited Exclusivity Agreements, Restricted Use Agreements, and IP Applications

The table shows the ID of the agreements and IP applications, the year and the title of them, updates and review status. The “Review status” tab demonstrates the flow of the review among different user groups. In case an item was already submitted as final by the SMO, the last statement in the flow will be “Final review submitted”.

Screenshot 48: Table for section 3.1 in the “IAeReport Review” tab

Clicking on “Review Record” opens a window with the details of the reported item. This window includes the “Review” button on the top right. If the item review was already submitted as final, or if SMO has sent the item to Center’s feedback, it will be possible for Center IP Focal Point to see the review history.  If the item review is not yet submitted, the review button will instead lead to a message that says “Review data is not available”.

3.2.            Section 3.2: Public disclosures associated with Limited Exclusivity Agreements, Restricted Use Agreements, and IP Applications

This table shows the ID, LEA/ RUA/ IP Application ID, links, anticipated date, updates, review status and actions.