`
`Title:
`
`Case Number:
`
`Assignment Type:
`
`Assigned To:
`
`Due Date:
`
`Comments:
`
`Create Assignment can be an existing widget, or it can be called/opened when an assignment/
`task is selected/requested/required from anywhere within the workflow
`
`Title is free text, 255 characters, spell check would be nice.
`
`Case Number is optional, but if provided is validated to an appeal number. Nice to pull up cases
`on submitter’s docket
`Assignment Type is from a pick list, options to be provided by POs (Pre‐Appeal, Conferencing,
`Posting, Other, etc.)
`Assigned To pulls up valid PTAB E2E users. If a Case Number is provided, then only those users
`in that ‘group’ would pull up by default, but the user could ‘pick more’ and see full list.
`Due Date is a simple calendar field with basic data validation (not 20+ years ago, etc.); if date
`in the past is selected, pop up warning message “Do want this date that has passed?”
`Comments is an optional free text, larger text block, spell check would be nice, formatting,
`pasting, bullets, etc. would be great.
`In the background, the system also populates the following items based on when the “Save”
`button is clicked:
`Assignor is the user who is performing the action.
`Date Created is the date/time stamp of when the original task was created (by clicking save)
`Task No which is a system tracking tool for a unique pointer to each task
`
`(Note that the system can also ‘create’ a task/assignment and the system would provide much
`of this information)
`
`Save
`
`Cancel
`
`Update Assignment (Task)
`
`No: ________
`
`Cancel Assignment
`
`Re‐Assign
`
`Quick Close
`
`Title:
`
`Example Task Title
`
`Case Number:
`
`APP‐2017‐1234567
`
`Assignment Type:
`
`Pre‐Appeal
`
`Assigned To:
`
`John Smith
`
`Assigned By:
`
`Mary Brown
`
`Created Date:
`
`08/25/2017
`
`Due Date:
`
`09/19/2017
`
`Completed Date:
`
`Comments:
`
`This could be a comment how to do it:
`Item 1
`
`Item 2
`
`Item 3
`
`
`Update Assignment can be an existing widget, or it can be called/opened when an assignment/
`task is selected from the Assignment/Task listing – if they enter a “Task No:” on top, it will
`open that task (in the future the user might drag and drop a task number to open it)
`Cancel Assignment soft deletes task, Re‐Assign pops up user list and tracks in DB, Quick Close
`simply enters completed date and closes the task (prompts to save any changes if not saved)
`Title could be updated
`
`Case Number could be added, or changed if necessary
`
`Assignment Type could be changed
`
`Assigned To static display of who currently assigned to, to change, use “Re‐Assign” button
`
`Assigned By static display of who created the original assignment/task
`
`Created Date static display of when the assignment/task was first created
`
`Due Date could be changed; if date in the past is selected, pop up warning message “Do want
`this date that has passed?”
`Completed Date simple calendar field with basic data validation (not 20+ years ago, etc.); if
`date in the past is selected, pop up warning message “Do want this date that has passed?” ‐
`field automatically filled in w/ selection lf ‘Quick Close’ button from above
`Comments is an optional free text, larger text block, spell check would be nice, formatting,
`pasting, bullets, etc. would be great.
`
`Updates:
`
`So far I have only completed items 1 & 2
`
`Updates is an optional appended free text field that status updates can be saved to the
`assignment/task (much like existing SharePoint task capabilities)
`
`Save
`
`Cancel
`
`View Assignments (Tasks)
`
`Case Number:
`
`Assignment Type:
`
`Due Date:
`
`Title:
`
`APP‐2017‐
`1234
`
`APP‐2017‐
`3ikc034
`
`APP‐2017‐
`3984958
`
`IPR‐2017‐
`39487
`CBM‐2017‐
`38540
`
`Pre‐Appeal
`
`09/19/2017
`
`This is a sample title
`for an assign...
`
`Pre‐Appeal
`
`10/01/2017
`
`Another example
`
`Conferencing
`
`10/01/2017
`
`This would be future
`functionality for
`PTAB E2E for ...
`
`AIA Task
`
`AIA Task
`
`12/11/2017
`
`02/17/2018
`
`This would be
`brought in w/ AIA
`This would be
`brought in w/ AIA
`
`1
`
`2
`
`3
`
`4
`
`First
`
`Last
`
`View Assignments (Tasks) is the same as the Paralegal Docket in ACTS, it will also be
`expandable to other roles in the future (e.g.; Judges for conferencing etc.)
`In ‘Small’ widget form it is a compact table with user customizable data displayed
`In ‘Large’ widget form it is a more complete table, again user customizable
`In ‘Full Screen’ it takes over the screen and again is user customizable
`Based on case, the system should be able to pull in additional details for the larger displays to
`include items like Class, Sub‐Class, etc. that you see in ACTS today
`
`The underlined Case Number would open up a “Case Display” widget (to be developed in the
`future)
`The Underlined Assignment Type (or maybe Title?) would open up the Update Assignment
`(Task) widget.
`
`We also need a “Quick Complete” button/functionality here that will quickly complete an
`assignment/task.
`
`This widget should use the Master Table Widget template and include all of the basic table
`functionality such as sorting, filtering, selection, re‐ordering, hiding, expanding, etc.
`Taller sized widgets will show more rows
`Wider sized widgets will show more columns
`Full screen will show the most (aligned to monitor orientation – landscape/portrait
`
`