Difference between revisions of "Workflow of creating a Dashboard"
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== Steps for creating Dashboard == | == Steps for creating Dashboard == | ||
| − | + | If you already have the patents and you want to populate the Dashboard with those patent numbers, | |
| + | then we follow the steps mentioned below to create the Dashboard: | ||
| + | |||
| + | '''Step 1:''' | ||
| + | We require the following inputs from you as a first step: | ||
| + | * List of the patent numbers (or) publication numbers | ||
| + | ** Please send this information preferably in spreadsheet/text file/MS Word | ||
| + | * List of emails of all the users who need access to this Dashboard | ||
| + | * Title of the parent category in the taxonomy (or) name of the project | ||
| + | |||
| + | |||
| + | '''Step 2:''' | ||
| + | Once all the above inputs are received, Dolcera team will setup a new Dashboard with the following items: | ||
| + | * Parent category with the title given in Step 1. | ||
| + | * All the patents will be listed in the parent category. | ||
| + | * Logins for all the users requested in Step 1 will be set up. | ||
| + | |||
| + | '''Step 3:''' | ||
| + | Dolcera team will send emails to all the users who are given access to this specific Dashboard | ||
| + | |||
| + | '''Step 4:''' | ||
| + | You can start classifying the patents by adding your own categories/sub-categories | ||
Revision as of 02:57, 18 March 2010
Steps for creating Dashboard
If you already have the patents and you want to populate the Dashboard with those patent numbers, then we follow the steps mentioned below to create the Dashboard:
Step 1: We require the following inputs from you as a first step:
- List of the patent numbers (or) publication numbers
- Please send this information preferably in spreadsheet/text file/MS Word
- List of emails of all the users who need access to this Dashboard
- Title of the parent category in the taxonomy (or) name of the project
Step 2:
Once all the above inputs are received, Dolcera team will setup a new Dashboard with the following items:
- Parent category with the title given in Step 1.
- All the patents will be listed in the parent category.
- Logins for all the users requested in Step 1 will be set up.
Step 3: Dolcera team will send emails to all the users who are given access to this specific Dashboard
Step 4: You can start classifying the patents by adding your own categories/sub-categories
