Attachment 35b - PE2E-eDRS-Column-Selector_QRG.pdf

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Q17119.01-508 July 2017

PE2E-eDRS

Column Selector

The eDRS (Electronic Document Review System) is used to access mailboxes and to electronically review and edit documents. Specific data columns can be selected to appear in the

Mailbox Viewer - Active Messages tab and in the Application Editor - Editor Contents tab.

Access the Mailbox Viewer

1. Click the Start button (at the bottom left of the main monitor) and enter PE2E in the Search field; see Figure 1.

2. Click PE2E under Programs in the results list.

The eDRS Mailbox Viewer window with an

Active Messages tab will appear; see Figure 2.

NOTE

• If the Active Messages tab does not automatically appear, click the Gadgets Briefcase button, select

Active Messages, and open the tab in window 1;

see Figure 3.

View Active Messages

The Active Messages tab contains filters for multiple team mailboxes.

1. Click the ALL filter on the Active Messages tab to view all active messages.

OR

Click the arrow to the right of the Teams: field to expand the menu; click to select and open a specific mailbox filter. Repeat as needed to add additional mailbox filters to view (limit 5 at once); see Figure 2.

The number of messages in a mailbox will be listed to the right of the mailbox filter; see

Figure 2.

2. Click a mailbox filter that is populated with messages to view the messages in the tab.

Figure 1. Start Menu - PE2E Search

Figure 2. Active Messages Tab

Figure 3. Gadgets Briefcase Tool

PE2E-eDRS - Column Selector

Select Columns

1. On the Active Messages tab, right-click any column heading or left-click the

Hide and show columns button; see Figure 4.

An expanded list of available columns appears.

2. In the column list, check to show a column or uncheck to hide a column.

3. All available columns are defined; see Table 1.

Column Title Column Description

Message id Unique identifier for the message

Date (*) Creation date of the message

Code (*) Doc code associated with the message (or ADHOC for general messages)

Status (*) Status of the message (New, Closed, Open, Forwarded, or Pending)

App # (*) Number of the application associated with the message

Sender Team Team mailbox from which the message was sent

Sender Team member who generated the message

Receiver Team Team mailbox to which the message was sent

Receiver Team member who is the message destination

Text (*) Message text

Priority Indicator if the IFW Priority flag is set

LastDig Last digit of the application number

Last2D Last 2 digits of the application number

GAU GAU assignment for the application of the message (requires Get Data)

PALM STATUS PALM STATUS for the application of the message (requires Get Data)

(*) Item listed by default or by pressing the Restore Default Columns button.

Table 1. Active Messages - Column Descriptions

Figure 4. Active Messages Tab - Available Columns

Access the Application Editor

To access an Application Editor window, either:

• Left-click an application number in the App # column; see Figure 5.

• Right-click in any cell and select Edit application(s) in new tab or Edit application(s) in new window from the expanded menu; see Figure 5.

• Enter the application number in the upper right search field and click the Edit button; see Figure 5.

An Application Editor window will open. The yellow bar across the top of the window reminds the user that they are in an application editing mode.

Select Columns

1. In the Editor Contents tab of the Application

Editor, right-click any column heading, or left-click the Hide and show columns button;

see Figure 6.

An expanded list of available columns displays; see Figure 6.

2. In the column list, check to show a column, or uncheck to hide a column.

3. All available columns are defined;

see Table 2.

Figure 5. Active Messages Tab - Open a Message in the Application Editor

Figure 6. Editor Contents Tab - Available Columns

Column Title Column Description

Selector (*) Checkbox column to allow selection of multiple documents

# (*) Provides a count for each row of documents (independent of sort type)

Document State Indicator that shows if a document is pinned or unpinned

Document Type Text description of the Doc Code

Receipt Date (*) Receipt date of the document

Doc Code (*) Doc Code of the document

Pages (*) Number of pages in the document

Public (*) Public status indication

Annotation (*) Comment field for the document to add text notes to each document

Handled By (*) Identifier of the user who has marked the document “Handled by”

Procedure Document location (Prosecution, Prior Art, etc.)(No longer used)

Dir. Document direction (Outgoing, Incoming, Internal, etc.)

LogPkg Package Sequence Number

SeqNr. Document Sequence Number

Source Source system for the document

Descr. Text description of the Doc Code

Closed Closed status indication

Status ---

Scanned Scanned status indication

PkgSeqNr Package and document sequence number

PackageID Package name

Participant Participant Indicator

Opener Icon that launches the Opener to select where to open the document

NOTE

• After column selection in either the Mailbox Viewer or the Application Editor window is made, columns can be further customized. Click a column header and drag and drop the column to a new location in the grid, and/or click and drag either side of a cell to adjust the width of a column.

For More Information:

- Business Process Questions: Contact your manager.

- Software Training: Contact an ITRP at 571-272-3471 or at AskAnITRP via Chat.

- For software issues contact the Service Desk at 571-272-9000; e-mail Servicedesk@USPTO.gov.

- For More information on PE2E see the PE2E Page at: http://ptoweb.uspto.gov/patents/pe2e/.

- General Feedback on PE2E via PASM http://usptoptc/sites/pafb/pas/default.aspx.

(*) Item listed by default or by pressing the Restore Default Columns button.

Table 2. Editor Contents - Column Descriptions mailto:Servicedesk@USPTO.gov http://ptoweb.uspto.gov/patents/pe2e/ http://usptoptc/sites/pafb/pas/default.aspx