Attachment 36 - PE2E-OC OPESS Manual.pdf

PE2E-OC

OPESS

Manual for Testing, Evaluation, and Feedback

M16041.03-508

October 2016

PE2E-OC-OPESS_Manual for Testing, Evaluation, and Feedback i

Table of Contents

I. Introduction to PE2E II. Access DAV

III. Access OC from DAV IV. User Preferences

A. Set up Preferences

B. Selecting Preferences

1. Examiner Preferences

2. Console Preferences

3. Appearance Preferences

4. Header Preferences

C. Manager Preferences

1. Access Preferred OPESS Reviewers

2. Create and Edit an OPESS Member List by TC

3. Remove a Preferred Reviewer from a TC OPESS Member List

V. Active Tab: Application OC Folder Toolbar A. Active Tab Filters

B. View Application Information

C. View Status

VI. Review Tab: Application OC Folder Toolbars A. Review Tab Filters

B. View Application Information

C. View Status

D. Submit to Mailroom

E. Return an Official Correspondence

F. Move an OC between filters of the Review Tab

VII. Assigning and Reassigning Cases: OC A. Navigate the OC Management Queue Tab

B. Assign Cases to Reviewer from TC Mailboxes

C. Reassign Case(s) from an OPESS Member Work Queue

VIII. Assigning and Reassigning Cases: OACS A. Navigate the OACS Management Queue

B. Assign Cases to Reviewer

C. Reassign Case(s) from an OACS Member Queue

IX. Reassign Case(s) Returned from the Mailroom

X. Create an Official Correspondence A. Create a New Official Correspondence

B. Name Your Official Correspondence

C. Add Documents to the Official Correspondence

1. Form Search

2. Search All Forms

3. Select Documents

4. Add Documents

PE2E-OPESS_Manual for Testing, Evaluation, and Feedback ii

5. PTO-SB-06

6. PTO-SB-07

7. PTOL-324

XI. Save and Close A. Save

B. Save and Close

XII. Print and Print Preview A. Print

B. Print Preview

XIII. Submit for Mail/ Soft Scan Table of Figures

I. Introduction to PE2E

Patents End-to-End (PE2E) is a modern tool for processing patent applications with a single user interface and an enhanced user experience -- designed by users for users.

II. Access DAV

Access the Docket and Application Viewer tool from the Start menu by searching the term PE2E and selecting the Program result for PE2E- Docket and Application Viewer. The PE2E program will open in a Google Chrome window.

Figure 1: Access PE2E Program

III. Access OC from DAV

The Official Correspondence (OC) tool can be accessed directly from DAV.

To access OC from the DAV Docket Viewer click the Launch O.C. Authoring button on the

Gadget toolbar.

Figure 2: Launch OC from Docket Viewer

To access OC from the DAV Application Viewer click the Launch O.C. Authoring button on the Gadget toolbar.

Figure 3: Access OC from Application Viewer

IV. User Preferences

Patents End-to-End (PE2E) Official Correspondence (OC) tool has a number of user information and general preferences available to meet personal preferences.

A. Set up Preferences

Click the arrow next to the user name in the top right of the PE2E-OC interface to expand the user menu, select Preferences.

A PE2E Preferences window will open to select from the available preference options.

After preferences are selected, click Save and Close in the PE2E Preferences window.

Figure 4: User Menu

Figure 5: PE2E Preferences Save and Close

B. Selecting Preferences

In the PE2E OC Preferences window, users can make adjustments to their Examiner

Preferences, Console Preferences, Appearance Preferences and Header Preferences.

Figure 6: PE2E OC Preferences

1. Examiner Preferences

Select Examiner to view user information.

Click in a field to edit the Name, Office Location, or Work Schedule.

Note: The preference option is labeled Examiner, but it is used to affect information for all users.

The Signature Authority, Email Address, and Phone/Fax numbers are automatically populated from PALM.

2. Console Preferences

Select Console to set console settings.

To view the tabs of the OC Console when opening PE2E-OC, click the Display Console at Startup box.

Figure 7: Console Preferences

3. Appearance Preferences

Appearance will modify the font, font size, style and color of the text displayed in the OC Console and Application Information.

The changes to the font can be viewed in the Preview pane.

Drag the Zoom bar to set a default zoom for forms.

Figure 8: Appearance Preferences

4. Header Preferences

The Header preference allows users to select a default header type for a blank

Correspondence document.

Standard Office Action Header – The header page number starts at page 2 and includes the Application/Control Number and Art Unit information.

USPTO Letterhead with Footer – The USPTO seal is in the header and the USPTO address is in the footer of each page.

No Header or Footer – no header or footer information is included on the document.

Figure 9: Header Preferences

Note: The Header preference is used when OPESS employees include a blank correspondence

(TSS-PTO90C-Communication).

C. Manager Preferences

Using Preferences, managers can create or edit a Technology Center’s (TC)

OPESS Member List.

1. Access Preferred OPESS Reviewers

1. Expand the user name menu and click Preferences.

Figure 10: User Name Menu

2. Click OPESS Reviewers.

Figure 11: PE2E Preferences Window

2. Create and Edit an OPESS Member List by TC

1. In the Select a user from the Global List panel, search for the reviewer by typing in the Last

Name, First Name or Business unit fields.

OR

Click the reviewer name.

2. Select a Technology Center (TC) from the Preferred Reviewers panel.

Figure 12: Preferred OPESS Reviewers Options

3. Click the Add to Preferred Reviewers button.

4. Click the Save or Save and Close button.

Figure 13: Add Preferred OPESS Reviewers

3. Remove a Preferred Reviewer from a TC OPESS Member List

1. Select a TC in the Preferred Reviewers panel.

2. Click the reviewer name in the Preferred Reviewers panel.

3. Click the Remove button.

4. Click the Save or Save and Close button.

Figure 14: Preferred Reviewers

V. Active Tab: Application OC Folder Toolbar

The Active tab contains all of the Official Correspondences (OC) that are currently in progress and have not yet been posted. The number of Official Correspondences, or OC Sets, are indicated in the tab. If closed, it can be reopened from the Gadget Briefcase.

A. Active Tab Filters

The Active tab contains two filters, Most Recent and All. Click a filter to view the

Application Folders.

Figure 15: PE2E OC Console Gadget Briefcase and Active Tab Filters

Selected OC Sets can be printed or emailed using the Print OC Set and

Email OC Set buttons.

In a Console tab, users can change the layout view.

The List View is the default view for the Console. This lists all Application Folders in the tab.

The Folder View sorts Application Folders by first 2-digits of the application number.

The number in parentheses indicates the number of Application Folders contained. Click the Application Folder icon to expand.

Most Console tabs contain an Application Number Search field. Type an Application Number, or part of a number, into the field to filter results within that tab.

Use the Refresh button to manually update the Console.

Figure 16: Active Tab

B. View Application Information

To view the Application OC Folder Toolbar, click the OC Set’s Folder button. The toolbar appears beneath the title.

Figure 17: Application OC Folder Toolbar

Click the Application Information button. The Application Information panel will open.

Figure 18: OC Folder Toolbar View Application Information and Application Information Panel

Click the list headers to expand the General Application Information, Correspondence

Address, Application Information and Application History details.

Figure 19: Application Information Panel

C. View Status

Click the Status button to view Application History, Search for OC Sets, or view the Number of times Consulted.

Figure 20: OC Folder Toolbar Status

Figure 21: Status Window

VI. Review Tab: Application OC Folder Toolbars

The Review tab contains any Official Correspondences that has been sent to the user for review.

The number of OC Sets are indicated in the tab. If closed, it can be reopened from the Gadget Briefcase.

A. Review Tab Filters

OCs are highlighted when Assigned, Reassigned, or Returned to a filter. The Review tab contains four filters. Click a filter to view the relevant Application Folders.

Credit Initial: Official Correspondences that have been posted for initial credit.

Credit Correction: Official Correspondences that have been returned, and re-posted for credit.

HOLD: Official Correspondences needing troubleshooter attention.

DVER: Official Correspondences undergoing the document verification process.

Figure 22: PE2E OC Console Gadget Briefcase and Review Tab Filters

B. View Application Information

To view the Application OC Folder Toolbar, click the OC Set’s Expand Folder button.

The toolbar appears beneath the title.

Figure 23: Application OC Folder Toolbar

Click the Application Information button. The Application Information panel will open.

Figure 24: OC Folder Toolbar View Application Information and Application Information Panel

C. View Status

Click the Status button to view Application History, Search for a previous Official

Correspondence, or view the Number of times Consulted.

Figure 25: OC Folder Toolbar Status

Figure 26: Status Window

D. Submit to Mailroom

Open an OC Set to review the documents. After review, submit the OC to the Mailroom from the

Application Viewer.

To review and submit the OC:

1. Click the Application Title to open it in the Application Viewer.

Figure 27: Application Title

2. In the OC Contents panel, click the Document Title to view the document. The Preview and Print buttons are located on the document toolbar.

Figure 28: Application Viewer OC Contents

3. Click the Submit button to send the OC to the Mailroom.

Figure 29: OC Contents Toolbar Submit

If an Allowance has not yet been reviewed, the following error will appear.

Figure 30: Official Correspondence Cannot Be Posted Due to Unverified Allowance

If the action has already been mailed, the following error will appear.

Figure 31: Official Correspondence Cannot Be Posted Because Action is Already Mailed

E. Return an Official Correspondence

Open an OC Set to review the documents. During review, return of an OC is performed in the

Application Viewer.

To review and return an OC:

1. Click the Application Title to open it in the Application Viewer.

Figure 32: Application Title

2. Click the Document Title to view the document. The Preview and Print buttons are located on the document toolbar.

Figure 33: Application Viewer OC Contents

3. Review the Status before returning to the HLIE.

Figure 34: OC Contents Toolbar Status Button

Figure 35: Status Window

4. Click the Return button.

Figure 36: OC Contents Toolbar Return Button

5. In the Return to… field, click the HSLIE name.

Figure 37: Return Window Return to... Field

6. Select and/or type a reason, then click the Return button.

Figure 38: Return Reason Standard and Free Form

F. Move an OC between filters of the Review tab

OC Folder Toolbars on the Credit Correction filter are limited to View Application

Information and view Status.

Figure 39: OC Folder Toolbar View Application Information and Status

Applications listed in the Credit Initial filter can be assigned to HOLD and DVER filters.

To move an OC on the Credit Initial filter:

1. Right-click on the Application Number to display the menu.

2. Click Move to HOLD or Move to DVER.

Figure 40: Move an OC on the Credit Initial Filter

3. Type a reason in the Reason for Move field.

4. Click the Change button.

Figure 41: Reason for Move Field and Change Button

Applications listed in the Credit Correction filter can be assigned to HOLD, DVER or Credit

Initial filters.

To move an OC on the Credit Correction filter:

2. Click Move to DVER.

Figure 42: Move an OC on the Credit Correction Filter

Application listed in the HOLD filter can be assigned to the DVER and Credit Initial filters.

To move an OC on the HOLD filter:

2. Click Move to DVER or Move to Credit Initial.

Figure 43: Move an OC on the HOLD Filter

Applications listed in the DVER filter can be assigned to the HOLD and Credit Initial filters.

2. Click Move to Hold or Move to Credit Initial.

Figure 44: Move an OC on the DVER Filter

The OC is highlighted when moved to a different filter.

Applications listed on the Credit Initial and Credit Correction filters can also be returned to another reviewer.

2. Click Return Correspondence.

Figure 45: Return Correspondence

VII. Assigning and Reassigning Cases: OC

A. Navigate the OC Management Queue Tab

Assignment and reassignment of applications is completed through the OC Management Queue.

Click the Open OC Management Queue button.

Figure 46: OC Management Queue

The OC Management Queue displays TC Mailboxes from the Select menu. Click the Select menu then choose a TC.

Figure 47: TC Select Menu

TC Mailboxes appear as filters. A number of applications is indicated for each filter. Mailbox filters may be different depending on selected TC.

When selecting a filter, a default of ten (10) cases are selected for assignment. This number can be changed using the No. of Cases to Assign menu. The user may unselect all of the cases by de-selecting the check box column header and manually selecting applications/cases one by one or manually select multiple applications/cases, from any location on the list using the hotkey options shift + down arrow or shift + up arrow.

Figure 48: TC Mailbox Filters and No. of Cases to Assign Menu

The View OPESS Member List and View TC Mailboxes List buttons are used to assign/reassign applications. By default, the panels will display lists for the currently selected TC.

To change the OPESS Member List or TC Mailbox List, select a different TC in the

TC View menu.

Figure 49: View OPESS Member List button and TC View Menu

Figure 50: View TC Mailbox List button and TC View Menu

B. Assign Cases to Reviewer from TC Mailboxes

To assign the default selected cases (10) to a reviewer:

1. Select a mailbox filter.

2. In the OPESS Member List panel, select the OPESS member.

3. Click the Assign button, OR

Click and drag selected items onto the OPESS member name.

Figure 51: Assign Cases to Reviewer from TC Mailbox

To assign a number of cases to a reviewer:

1. Select a mailbox filter.

2. In the No. of Cases to Assign menu, select a number. The cases are selected starting from the top of the list.

3. In the OPESS Member List panel, select the OPESS member.

4. Click the Assign button, Figure 52: Assign a Number of Cases to a Reviewer

To assign any selected number of cases to a reviewer:

1. Select a mailbox filter.

2. Click the selection boxes for each case to assign.

3. In the OPESS Member List panel, select the OPESS member.

4. Click the Assign button, Figure 53: Assign Any Selected Number of Cases to a Reviewer

When clicking and dragging items, the cursor will change to an icon that indicates the number of selected cases.

If more than one reviewer is selected, a warning will appear.

Figure 54: Error Message for More than One Reviewer

Alternatively, cases can be assigned from one mailbox to another mailbox.

To assign a case to a different TC Mailbox:

1. Select a mailbox filter.

2. Click the selection box for the case to assign.

3. Open the TC Mailbox List.

4. In the TC View menu, select a TC.

5. Click the selection box for the TC Mailbox.

6. Click the Assign button, Click and drag selected items onto the TC Mailbox.

Figure 55: Assign a Case to a Different TC Mailbox

If both TC Mailbox List and OPESS Members List contain selected check boxes, a warning message will appear.

Figure 56: Error for Multiple Selected Members or Mailboxes

C. Reassign Case(s) from an OPESS Member Work Queue

Access the OPESS Member’s Work Queue to reassign cases to another OPESS member or

TC Mailbox.

To access an OPESS Member’s Work Queue:

1. Select the member in the OPESS Member List.

2. Double-click the highlighted row, Right-click the highlighted row, to display the menu, and select Open Work Queue.

Figure 57: Access an OPESS Member's Work Queue

To reassign cases from an OPESS Member’s Work Queue:

1. Select one or more case(s) in the OPESS Member Queue tab.

2. In the Filter list select a filter destination for the reassigned case. The application will appear in the filter for the selected OPESS Member.

3. In the OPESS Member List, select a different reviewer.

4. Click the ReAssign button, Click and drag the selected case(s) onto the selected reviewer in the OPESS Member List.

Figure 58: Reassign Cases from an OPESS Member's Work Queue

VIII. Assigning and Reassigning Cases: OACS

A. Navigate the OACS Management Queue

Assignment and reassignment of applications is completed through the OACS Management

Queue. Click the Open OACS Management Queue button to display the queue.

Figure 59: Open OACS Management Queue

The OACS Management Queue displays TC Mailboxes from the Select menu. Click the Select menu then choose a TC.

Figure 60: The OACS Management Queue and OACS Member List

TC Mailboxes appear as filters. A number of applications is indicated for each filter. Mailbox filters may be different depending on selected TC.

When selecting a filter, a default of ten (10) cases are selected for assignment. This number can be changed using the No. of Cases to Assign menu. The user may unselect all of the cases by de-selecting the check box column header and manually selecting applications/cases one by one or manually select multiple applications/cases, from any location on the list using the hotkey options shift + down arrow or shift + up arrow.

The View OACS Member List button is used to assign/reassign applications. By default, the panels will display lists for the currently selected TC.

To change the OACS Member List, select a different TC in the TC View menu.

Note that the OACS Member List includes a listing of OPESS Members assigned to a TC.

B. Assign Cases to Reviewer

Assigning cases to an OPESS reviewer would follow the same procedures as if it were the OC

Management Queue. A manager does not have the ability to reassign a case to a TC Mailbox.

C. Reassign Case(s) from an OACS Member Queue

Assigning cases from an OACS Member Queue follows the same procedures as if it were an

OPESS Member Queue. At this time, a manager does not have the ability to select a filter when reassigning an application.

IX. Reassign Case(s) Returned from the Mailroom

Cases returned from the Mailroom will appear in the Return from Mail tab. To show cases returned from the Mailroom:

1. Click the Gadget Briefcase and select Return from Mail.

Figure 61: Briefcase Gadget

2. In the Technology Center menu, select a TC.

3. In the Case type menu, select Unassigned Cases, Assigned Cases or All.

4. Click the Generate Report button to display the returned cases.

Figure 62: Show Returned Cases in the Return from Mail Tab

To reassign case(s) in the Return from Mail tab:

1. In the Cases menu, select Unassigned Cases.

2. Select a case using the selection check boxes.

3. Click the Reassign button.

4. A Reassign window will populate including a list of users to return to.

5. Select a user.

6. Click Reassign, the Reassign button will only activate after a user is selected, the case will forward to the selected user.

Figure 63: Reassign Case(s) in the Return from Mail tab

Figure 64: Reassign case window

Cases listed in the Assigned Cases view remains in that view until it is submitted to the mailroom.

Managers can use the Assigned To column to track the returned case’s progress.

Figure 65: Assigned Cases and Assigned To column

X. Create an Official Correspondence

A. Create a New Official Correspondence

There are three ways to create a new Official Correspondence.

If launched from the DAV Docket Viewer or Console shortcut:

Click the Create New OC button on the toolbar.

Figure 66: Create New OC Button

If launched from the DAV Application Viewer:

The Application Information tab will populate with the same application number. Click

Create New OC.

Figure 67: Create New OC

To manually create a new Official Correspondence:

1. Use the Application Lookup Search Edit Box to access the Application Information.

2. The Application Information is displayed.

3. Click Create New OC.

Figure 68: Application Lookup Search Edit Box

B. Name Your Official Correspondence

Once the Create New OC button is selected users will be prompted to name the Official

Correspondence.

1. Verify the Application Number is correct. If the Create New OC button is selected from the Console, users must type in the application number.

2. Select the appropriate Role.

3. From the Correspondence Type menu select the Correspondence Type.

The Correspondence Type menu has a type ahead feature to quickly navigate to the desired type.

4. Click Create.

Figure 69: Name Your Official Correspondence

Note: the available Correspondence Type is dependent on both the Application Number entered and Role selected.

Figure 70: Create Official Correspondence

C. Add Documents to the Official Correspondence

After creating and naming an Official Correspondence the Application folder is listed on the Console.

To add documents to the correspondence:

1. Left-click the Application folder on the Console to expand.

2. From the expanded menu click the Add Documents button.

Figure 71: Add Documents.

Note: available documents are based on the Role selected in the Name Your Official

Correspondence window.

1. Form Search

The Add Documents window incorporates a form search feature to quickly locate the desired document. Enter text in the Form Search field to search for documents within the selected Role

(displayed below the Form Search field).

Figure 72: Form Search

2. Search All Forms

To search all forms, expand the menu on the Add Documents window and select All Forms. Form

Search display results are not limited to the selected Role.

Figure 73: All Forms

3. Select Documents

Check the desired documents, additional documents can be added at a later time.

Figure 74: Document Selection

Expand Document Folders to expose additional Documents.

Figure 75: Expand Document Folders

4. Add Documents

Confirm the selected documents and click Add Documents.

Figure 76: Add Selected Documents

5. PTO-SB-06

Fee Determination Record Form

The PTO-SB-06 form opens up as a tab within the OC window. Enter all required information. Fees are automatically calculated as information is input into the form.

Figure 77: SB06 Fee Determination

6. PTO-SB-07

Multiple dependent claims fee calculation sheet. The PTO-SB-07 will automatically calculate claim totals.

Figure 78: SB07 Multiple Dependent Claim Fee Sheet

7. PTOL-324

The PTOL-324 is Notice of Non-compliance. Left-click a checkbox to indicate selection. Select

Other to add text. Click the tab key or click away from the Other field to automatically move the text to the Continuation Sheet if necessary.

Figure 79: PTOL-324 Notice of Non-Compliant Amendment

Figure 80: PTOL-324 Continuation

XI. Save and Close

After completing work on each document it is recommended to save your progress.

Figure 81: Save and Close

A. Save

Click the Save button, to save documents and keep the tabs open. From the menu choose to save the Current Document, All Documents for this Application, or All Open OC Documents.

Figure 82: Save

B. Save and Close

Click the Save and Close button to save documents and close open tabs. From the menu choose to save the Current Document, All Documents for this Application, or All Open OC Documents.

Figure 83: Save Current Document

XII. Print and Print Preview

Users can print documents and see a print preview of the documents to be printed.

A. Print

To print documents, click the Print button or use the keyboard shortcut Ctrl + P.

Figure 84: Print Button

From the Print window, the user can click Save, Cancel, or Change. When the Print window first opens, a Sizing toolbar will appear. The Sizing toolbar allows users to fit the document to the page or to the window and allows users to minimize or maximize a document.

Note: If the Sizing toolbar disappears hover the cursor over the lower right-hand corner of the

Print window to reactivate the toolbar.

Click the Change button to select the printer destination.

Figure 85: Print Window

Figure 86: Sizing Toolbar

B. Print Preview

Click the Preview button to view the documents in the Print Documents window.

In the Print Documents window, a Command toolbar will appear. The Command toolbar allows users to fit the document to the page or to the window, minimize or maximize a document, save a document to their computer and print.

Users can also print a document by selecting the Print Document Button.

Click the Close button to close the Print Documents window and return to the OC Console.

Figure 87: Preview Button

Figure 88: Print Documents Window

XIII. Submit for Mail/ Soft Scan

From the OC Console, users can submit OC documents for mail/soft scan.

To submit documents, click on the Submit button. Once the Submit button is selected, a dialog box will appear asking for confirmation. Click the OK button to submit the documents. Click

Cancel to cancel the action and return to the OC Console.

Note: once the documents are submitted for printing and scanning, the user will no longer be able to retrieve these documents.

Figure 89: Submit Button

Figure 90: Submit Dialog Box

Table of Figures

FIGURE 1: ACCESS PE2E PROGRAM

FIGURE 2: LAUNCH OC FROM DOCKET VIEWER

FIGURE 3: ACCESS OC FROM APPLICATION VIEWER

FIGURE 4: USER MENU

FIGURE 5: PE2E PREFERENCES SAVE AND CLOSE

FIGURE 6: PE2E OC PREFERENCES

FIGURE 7: CONSOLE PREFERENCES

FIGURE 8: APPEARANCE PREFERENCES

FIGURE 9: HEADER PREFERENCES

FIGURE 10: HELLO USER NAME MENU

FIGURE 11: PE2E PREFERENCES WINDOW

FIGURE 12: PREFERRED OPESS REVIEWERS OPTIONS

FIGURE 13: ADD PREFERRED OPESS REVIEWERS

FIGURE 14: PREFERRED REVIEWERS

FIGURE 15: PE2E OC CONSOLE GADGET BRIEFCASE AND ACTIVE TAB FILTERS

FIGURE 16: ACTIVE TAB

FIGURE 17: APPLICATION OC FOLDER TOOLBAR

FIGURE 18: OC FOLDER TOOLBAR VIEW APPLICATION INFORMATION AND APPLICATION INFORMATION PANEL

FIGURE 19: APPLICATION INFORMATION PANEL

FIGURE 20: OC FOLDER TOOLBAR STATUS

FIGURE 21: STATUS WINDOW

FIGURE 22: PE2E OC CONSOLE GADGET BRIEFCASE AND REVIEW TAB FILTERS

FIGURE 23: APPLICATION OC FOLDER TOOLBAR

FIGURE 24: OC FOLDER TOOLBAR VIEW APPLICATION INFORMATION AND APPLICATION INFORMATION PANEL

FIGURE 25: OC FOLDER TOOLBAR STATUS

FIGURE 26: STATUS WINDOW

FIGURE 27: APPLICATION TITLE

FIGURE 28: APPLICATION VIEWER OC CONTENTS

FIGURE 29: OC CONTENTS TOOLBAR SUBMIT

FIGURE 30: OFFICIAL CORRESPONDENCE CANNOT BE POSTED DUE TO UNVERIFIED ALLOWANCE

FIGURE 31: OFFICIAL CORRESPONDENCE CANNOT BE POSTED BECAUSE ACTION IS ALREADY MAILED

FIGURE 32: APPLICATION TITLE

FIGURE 33: APPLICATION VIEWER OC CONTENTS

FIGURE 34: OC CONTENTS TOOLBAR STATUS BUTTON

FIGURE 35: STATUS WINDOW

FIGURE 36: OC CONTENTS TOOLBAR RETURN BUTTON

FIGURE 37: RETURN WINDOW RETURN TO... FIELD

FIGURE 38: RETURN REASON STANDARD AND FREE FORM

FIGURE 39: OC FOLDER TOOLBAR VIEW APPLICATION INFORMATION AND STATUS

FIGURE 40: MOVE AN OC ON THE CREDIT INITIAL FILTER

FIGURE 41: REASON FOR MOVE FIELD AND CHANGE BUTTON

FIGURE 42: MOVE AN OC ON THE CREDIT CORRECTION FILTER

FIGURE 43: MOVE AN OC ON THE HOLD FILTER

FIGURE 44: MOVE AN OC ON THE DVER FILTER

FIGURE 45: RETURN CORRESPONDENCE

FIGURE 46: OC MANAGEMENT QUEUE

FIGURE 47: TC SELECT MENU

FIGURE 48: TC MAILBOX FILTERS AND NO. OF CASES TO ASSIGN MENU

FIGURE 49: VIEW OPESS MEMBER LIST BUTTON AND TC VIEW MENU

FIGURE 50: VIEW TC MAILBOX LIST BUTTON AND TC VIEW MENU

FIGURE 51: ASSIGN CASES TO REVIEWER FROM TC MAILBOX

FIGURE 52: ASSIGN A NUMBER OF CASES TO A REVIEWER

FIGURE 53: ASSIGN ANY SELECTED NUMBER OF CASES TO A REVIEWER

FIGURE 54: ERROR MESSAGE FOR MORE THAN ONE REVIEWER

FIGURE 55: ASSIGN A CASE TO A DIFFERENT TC MAILBOX

FIGURE 56: ERROR FOR MULTIPLE SELECTED MEMBERS OR MAILBOXES

FIGURE 57: ACCESS AN OPESS MEMBER'S WORK QUEUE

FIGURE 58: REASSIGN CASES FROM AN OPESS MEMBER'S WORK QUEUE

FIGURE 59: OPEN OACS MANAGEMENT QUEUE

FIGURE 60: THE OACS MANAGEMENT QUEUE AND OACS MEMBER LIST

FIGURE 61: BRIEFCASE GADGET

FIGURE 62: SHOW RETURNED CASES IN THE RETURN FROM MAIL TAB

FIGURE 63: REASSIGN CASE(S) IN THE RETURN FROM MAIL TAB

FIGURE 64: REASSIGN CASE WINDOW

FIGURE 65: ASSIGNED CASES AND ASSIGNED TO COLUMN

FIGURE 66: CREATE NEW OC BUTTON

FIGURE 67: CREATE NEW OC

FIGURE 68: APPLICATION LOOKUP SEARCH EDIT BOX

FIGURE 69: NAME YOUR OFFICIAL CORRESPONDENCE

FIGURE 70: CREATE OFFICIAL CORRESPONDENCE

FIGURE 71: ADD DOCUMENTS

FIGURE 72: FORM SEARCH

FIGURE 73: ALL FORMS

FIGURE 74: DOCUMENT SELECTION

FIGURE 75: EXPAND DOCUMENT FOLDERS

FIGURE 76: ADD SELECTED DOCUMENTS

FIGURE 77: SB06 FEE DETERMINATION

FIGURE 78: SB07 MULTIPLE DEPENDENT CLAIM FEE SHEET

FIGURE 79: PTOL-324 NOTICE OF NON-COMPLIANT AMENDMENT

FIGURE 80: PTOL-324 CONTINUATION

FIGURE 81: SAVE AND CLOSE

FIGURE 82: SAVE

FIGURE 83: SAVE CURRENT DOCUMENT

FIGURE 84: PRINT BUTTON

FIGURE 85: PRINT WINDOW

FIGURE 86: SIZING TOOLBAR

FIGURE 87: PREVIEW BUTTON

FIGURE 88: PRINT DOCUMENTS WINDOW

FIGURE 89: SUBMIT BUTTON

FIGURE 90: SUBMIT DIALOG BOX