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Workflow of creating a Dashboard

1,239 bytes added, 11:17, 18 March 2010
== Steps If you already have the patents and you want to populate the Dashboard with those patent numbers,then we follow the steps mentioned below to create the Dashboard ==:The process for creating '''Step 1:'''We require the following inputs from you as a first step:* List of the patent numbers (or) publication numbers** Please send this information preferably in spreadsheet/text file/MS Word* List of emails of all the users who need access to this Dashboard* Title of the parent category in the taxonomy (or) name of the project '''Step 2:'''Once all the above inputs are received, Dolcera team will setup a new Dashboard with those the following items:* Parent category with the title given in Step 1.* All the patentswill be listed in the parent category.* Logins for all the users requested in Step 1 will be set up. '''Step 3:'''Dolcera team will send emails to all the users who are given access to this specific Dashboard. Once the emails are sent, the 30-day trial period of the Dashboard usage starts. '''Step 4:'''You can start classifying the patents by adding your own categories/sub-categories and then "dragging and dropping" the patents into the required categories.  '''Contact''' If you have any troubles/queries regarding Dashboard usage, please email us at '''tech@dolcera.com'''. You can also reach us at +91 9908060143
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