“Case manager” definition:
You can assign a case to a “Case Manager” > he/she becomes responsible for the case and its related tasks. If the list of pending tasks then needs to be carried out by someone else, the Case manager can re-assign the case(s) to another Case Manager.
In “Admin” > “Organization”, It is possible to assign roles (eg.“Case Manager”) to users.
- The Case manager must be an Orbit Asset user.
- The Case manager can be associated with an asset (patent, trademark or design) and will be designated preferably when a task is created for this asset.
- By default, the task will be assigned to the admin (it is possible to modify the default user > Admin > Docketing Configuration).
Admin Section > User Management - Modify a user by clicking on his/her name
Options for adding a “Case manager” to one or several cases:
- Option 1 : Via In the asset view
Via In the asset view, “Contact” tab, it is possible to add contacts to an asset.
- Key contacts: Case manager or Inhouse attorney
- Inventors
- Law firms & corresponding agent
- Additional contacts
For changing the case manager, you can click on edit icon and select a new case manager.
- Option 2 : Via the asset listing
It is also possible to associate in bulk a case manager to several assets:
- Group by Asset
- Select the wanted assets
- Click on “Edit key contacts"
- Then select "Case manager"
Add a case manager to several selected cases