Notification Clearance Instructions for Organizations

Change the "Title Election Status" in the "Invention Status" section of the Invention Report to indicate your title election decision. For instructions on how to indicate your title election decision, see the associated iEdison User Guide chapter here. A video on "How to Make Your Title Election Decision" is also available here.

If you want to retain title to your subject invention, you should select "Elect Title".  If you do not want to retain title to your subject invention, you should select "Does Not Retain Title".  

Note: Your Invention Disclosure must first be accepted in order to select "Does Not Retain Title"

From either the full Notification list or the list in the Notification Panel of the Invention Report, click "Acknowledge."

From either the full Notification list or the list in the Notification Panel of the Invention Report, click "Acknowledge."

The reasons why your request was denied will be listed next to your request in the Request Panel of your Invention Report.  If you have additional questions about why your request was denied, you should reach out to your Primary Funding Agency.

Upload an acceptable Invention Disclosure document in the "Invention Disclosure" field of the "Supporting Documents" section of the Invention Report.

Invention disclosures are accepted/rejected by your Primary Funding Agency.  If you have additional questions about invention disclosure requirements, you should contact your funding agency. 

Correct Invention Disclosure errors listed under the "Reject Reasons," and upload new/updated (and acceptable) invention disclosure document in the "Invention Disclosure" field of the "Supporting Documents" section of the Invention Report.

Invention disclosures are accepted/rejected by your Primary Funding Agency.  If you have additional questions about invention disclosure requirements, you should contact your funding agency. 

From either the full Notification list or the list in the Notification Panel of the Invention Report, click "Acknowledge."

Add a Patent Report associated with this Invention Report that meets the definition of "Initial Patent Application" under 37 CFR Section 401.2(n). For instructions on how to add a Patent Report, see the associated iEdison User Guide chapter here. There is also a video tutorial entitled "How to Report a Patent" available here.

Note: that the definition of "Initial Patent Application" changed in 2018. Prior to 2018, provisional and PCT applications did not fall within the definition of "Initial Patent Application".  If the post-2018 regulations apply to your invention, you have reported a provisional or PCT application in iEdison, and you still have a 200 notification, check to see if you have "2018" selected in the Bayh-Dole Regulation Version in the Inventors and Funding Section of the Invention Report. If you need to the change the version and you have already reported a patent under this invention, you will need to ask your Primary Funding Agency to change the Bayh-Dole Regulation Version selected by submitting a Comment in the Discussion Panel of the Invention Report. 

If you do not intend to file for protection and no longer wish to retain title to this subject invention, you should address the other outstanding notifications associated with your subject invention and change the Title Election Status of the Invention to "Does Not Retain Title". Instructions on how to report your title election decision are available in the associated iEdison User Guide chapter, here.

From either the full Notification list or the list in the Notification Panel of the Invention Report, click "Acknowledge."

From either the full Notification list or the list in the Notification Panel of the Invention Report, click "Acknowledge."

The reasons why your request was denied will be listed next to your request in the Request Panel of your Invention Report.  If you have additional questions about why your request was denied, you should reach out to your Primary Funding Agency.

Upload an acceptable Government Support Clause document in the "Government Support Clause" field of the "Supporting Documents" section of the Patent Report. For instructions on how to upload your Government Support Clause document, see the associated iEdison User Guide chapter here. A video with additional information about "Government Support Clauses" is available here.

Upload an acceptable Government Support Clause document (with the correct funding as displayed in the newly associated Invention Report) in the "Government Support Clause" field of the "Supporting Documents" section of the Patent Report. For instructions on how to upload your Government Support Clause document, see the associated iEdison User Guide chapter here.

Correct Government Support Clause errors listed under "Reject Reasons," and upload updated/new (and acceptable) government support clause document in the "Government Support Clause" field of the "Supporting Documents" section of the Patent Report. For instructions on how to upload your Government Support Clause document, see the associated iEdison User Guide chapter here. A video with additional information about Government Support Clauses is also available here.

Government support clause documentation is accepted/rejected by your Primary Funding Agency.  If you have additional questions about why your government support clause document was rejected, you should contact your funding agency. 

Correct Confirmatory License errors listed under "Reject Reasons," and upload updated/new (and acceptable) Confirmatory License document in the "Confirmatory License" field of the "Supporting Documents" section of the Patent Report and/or correct information listed in the Patent Report.  For instructions on how to upload your Confirmatory License, see the associated iEdison User Guide chapter here. A video with additional information about Confirmatory Licenses is available here.

Confirmatory licenses are accepted/rejected by your Primary Funding Agency.  If you have additional questions about why your confirmatory license was rejected, you should contact your funding agency. 

From either the full Notification list or the list in the Notification Panel of the Invention or Patent Report, click "Acknowledge."

Upload an acceptable Confirmatory License document in the "Confirmatory License" field of the "Supporting Documents" section of the Patent Report and enter the Confirmatory License Execution Date. For instructions on how to upload your Confirmatory License, see the associated iEdison User Guide chapter here. A video with additional information about Confirmatory Licenses is available here.

Upload an updated Confirmatory License document (with the correct funding as displayed in the newly associated Invention Report) in the "Confirmatory License" field of the "Supporting Documents" section of the Patent Report and update the Confirmatory License Execution Date if needed. For instructions on how to upload your Confirmatory License, see the associated iEdison User Guide chapter here.

From either the full Notification list or the list in the Notification Panel of the Invention or Patent Report, click "Acknowledge."

Enter a non-provisional Patent Report associated with this Invention Report and link the provisional Patent Report as the Parent Patent. 

If you need to report a PCT or non-provisional application that you have filed with the USPTO, instructions on how to add a new Patent Report are available in the associated iEdison User Guide chapter, here.  There is also a video tutorial entitled "How to Report a Patent" available here.

If you have already created a Patent Report for your PCT or non-provisional and need to link it as a child record to your provisional Patent Report, instructions on how to link parent-child Patent Reports are available in the associated iEdison User Guide chapter, here.  

If you have no intention of filing a PCT or non-provisional patent application, you should change the "Patent Status" of the provisional Patent Report to "Abandoned/Intent to Abandon".  Instructions on how to abandoned a patent within iEdison are available in the associated iEdison User Guide chapter, here.  

Enter a non-provisional Patent Report associated with this Invention Report and link the provisional Patent Report as the Parent Patent. Instructions on how to add a new Patent Report are available in the associated iEdison User Guide chapter, here.  There is also a video tutorial entitled "How to Report a Patent" available here.

If you have no intention of filing a non-provisional patent application and you no longer wish to retain to title to this subject invention, you should address the other outstanding notifications associated with your subject invention and change the Title Election Status of the Invention to "Does Not Retain Title". Instructions on how to report your title election decision are available in the associated iEdison User Guide chapter, here.

From either the full Notification list or the list in the Notification Panel of the Invention Report, click "Acknowledge."

From either the full Notification list or the list in the Notification Panel of the Invention Report, click "Acknowledge."

The reasons why your request was denied will be listed next to your request in the Request Panel of your Invention Report.  If you have additional questions about why your request was denied, you should reach out to your Primary Funding Agency.

Enter a non-provisional Patent Report associated with this Invention Report and link the PCT Patent Report as the Parent Patent.  Instructions on how to add a new Patent Report are available in the associated iEdison User Guide chapter, here.  There is also a video tutorial entitled "How to Report a Patent" available here.

If you have already created a Patent Report for your non-provisional and need to link it as a child record to your PCT Patent Report, instructions on how to link parent-child Patent Reports are available in the associated iEdison User Guide chapter, here.  

If you have no intention of filing a non-provisional patent application, you should change the "Patent Status" of the PCT Patent Report to "Abandoned/Intent to Abandon".  Instructions on how to abandoned a patent within iEdison are available in the associated iEdison User Guide chapter, here.

Open and review the newly uploaded document in the "Other Documents" section of the referenced Invention or Patent Record.

Designate your Organization's fiscal year in your Organization's Profile (this must be done by your Organization's Administrator) by selecting the month in the data field labeled "Fiscal Year Start Month".

NOTE:  once you select this year, iEdison will begin generating Utilization Notifications for each applicable Invention. 

From either the full Notification list or the list in the Notification Panel of the Invention Report, click "Acknowledge."

From the full Notification list, click "Acknowledge."

The reasons why your request was denied will be listed next to your request in the Request Panel of your Invention Report.  If you have additional questions about why your request was denied, you should reach out to your Primary Funding Agency.

From either the full Notification list or the list in the Notification Panel of the Invention Report, click "Acknowledge."

From either the full Notification list or the list in the Notification Panel of the Invention Report, click "Acknowledge."

The reasons why your request was denied will be listed next to your request in the Request Panel of your Invention Report.  If you have additional questions about why your request was denied, you should reach out to your Primary Funding Agency.

NOTE: this notification will occur when an Invention Transfer Request has been submitted indicating you or your Organization as the recipient. You must accept this Transfer Request before the Agency will review the Transfer Request.

Click on the Invention Report Number. A pop-up screen will appear so that you can indicate whether you accept or reject this request.  Instructions on how to accept an Invention Transfer Request as a recipient are available in the associated iEdison User Guide chapter available here.

From either the full Notification list or the list in the Notification Panel of the Invention Report, click "Acknowledge."

Without acceptance by the Receiving Organization or Person, this request cannot be sent to the Funding Agency for approval.

From either the full Notification list or the list in the Notification Panel of the Invention Report, click "Acknowledge."

From either the full Notification list or the list in the Notification Panel of the Invention Report, click "Acknowledge."

The reasons why your request was denied will be listed next to your request in the Request Panel of your Invention Report.  If you have additional questions about why your request was denied, you should reach out to your Primary Funding Agency.

NOTE: this notification will occur when an Invention Assignment Request has been submitted indicating you or your Organization as the recipient. You must accept this Assignment Request before the Agency will review the Assignment Request.

Click on the Invention Report Number. A pop-up screen will appear so that you can indicate whether you accept or reject this request. Instructions on how to accept an Invention Assignment Request as a recipient are available in the associated iEdison User Guide chapter available here.

From either the full Notification list or the list in the Notification Panel of the Invention Report, click "Acknowledge."

The reasons why your request was denied will be listed next to your request in the Request Panel of your Invention Report.  If you have additional questions about why your request was denied, you should reach out to your Primary Funding Agency.

From the full Notification list, click "Acknowledge."

The reasons why your request was denied will be listed next to your request in the Request Panel of your Patent Report.  If you have additional questions about why your request was denied, you should reach out to your Primary Funding Agency.

From either the full Notification list or the list in the Notification Panel of the Invention or Patent Report, click "Acknowledge."

The reasons why your request was denied will be listed next to your request in the Request Panel of your Patent Report.  If you have additional questions about why your request was denied, you should reach out to your Primary Funding Agency.

NOTE: this notification will occur when an Patent Transfer Request has been submitted indicating you or your Organization as the recipient. You must accept this Transfer Request before the Agency will review the Transfer Request.

Click on the Invention Report Number. A pop-up screen will appear so that you can indicate whether you accept or reject this request.

From either the full Notification list or the list in the Notification Panel of the Invention or Patent Report, click "Acknowledge."

The reasons why your request was denied will be listed next to your request in the Request Panel of your Patent Report.  If you have additional questions about why your request was denied, you should reach out to your Primary Funding Agency.

NOTE: this notification will occur when an Patent Assignment Request has been submitted indicating you or your Organization as the recipient. You must accept this Assignment Request before the Agency will review the Assignment Request.

Click on the Invention Report Number. A pop-up screen will appear so that you can indicate whether you accept or reject this request.

This notification can be cleared in two ways:

1. Respond to the communication OR
2. Close the communication

These actions can be taken in either the "Discussions" section of the Invention Report or in the "Invention Discussion" board accessible from the "Communications" section of the main menu.  Instructions on how to response to communications are available the in associated iEdison User Guide chapter available here.