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Workflow for creating a Dashboard

1,324 bytes added, 11:18, 18 March 2010
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. Once the emails are sent, the 30-day trial period of the Dashboard usage starts.

'''Step 4:'''
You can start classifying the patents by adding your own categories/sub-categories and then "dragging and dropping" the
patents into the required categories.


'''Contact'''

If you have any troubles/queries regarding Dashboard usage, please email us at '''tech@dolcera.com'''.
You can also reach us at +91 9908060143
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