Tracking Requirements in Technology Transfer

There are many date sensitive obligations in the technology transfer process. The system supports building schedules of these obligations, facilitating reporting to identify what has yet to be satisfied, as well as extracting a tabular history of what has already been satisfied.

This includes:

  • Bar Dates for Application
  • Office Actions Due
  • Maintenance Payments
  • Licensee Royalty Reports
  • Milestone Payments
  • Scheduled Payments

By setting the criteria of each report so dates are relative to whenever the report is run, users can save automated alerts which periodically scan the system for these obligations, and send email reminder lists to staff for follow-up.

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