Open the relevant case from the records list (1). Go to the Events Tab (2). The Events tab displays all legal status events associated with the case. The system automatically calculates upcoming events and deadlines based on filing and priority details. Documents linked to specific events are available for review in the Documents section (3), accessible via the right-hand panel. Tasks can also be found in the Tasks section (4) but are visible directly under their respective events (5).
In events you can view a timeline of all completed events, such as:
- National filings
- Publication
- Grants
- Office actions
Click on the icon (1) to expand the view of related tasks to events.
To add new events
Add a new event (2). Provide details such as the date received, due date, and associated documents. The system will automatically calculate deadlines and create tasks.
To complete an event
Select an event in progress (3) and mark it as complete (4). The system will close the event and associated tasks will be removed unless you de-select these (5).
