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      3. I am an iPify agent

      Knowing which "Tasks" you are assigned

      Contents:

      Common Tasks

      For standard instructions, there are typically 5 or 6 tasks you are in charge of. We provide an overview of each task below. 

      Perform initial data review (agent) 


      The purpose of this task is to review the instruction and its data. It also acts as a sort of acknowledgment of receipt and confirmation of the instruction. 

       

      🗒️Note:

      For an in-depth explanation, please read hot to "Accept an instruction" 


      Acknowledge receipt of translation project


      The purpose of this task is to acknowledge that you have received the link to the XTM project and that you can start translating without any issues. 


      🗒️Note:

      Should you have any issues with XTM, please send us a message on the applicable case in the platform.


      Report translation ready to file


      The purpose of this task is to determine how much time there is to perform the translation by checking the delivery date. It is also used to report when the translation is ready to file (applicable for provided translations as well).



      Report validation filing


      The purpose of this task is to determine when the filing of the validation should be done by checking the delivery date. It is also used to report the filing. 

      🗒️Note:

      For an in-depth explanation, please read Report a filing


      Report validation confirmation


      The purpose of this task is to confirm that validation has been approved/confirmed and the document has been uploaded.

      🗒️Note:

      In Iceland, Norway, Sweden and Tunisia,  iPify operates this task.


      Confirm reception of original POA form(s) (agent) 


      🗒️Note:

      This task is only available in jurisdictions which require an original power of attorney form. 


      The purpose of this task is to acknowledge that you have received the original signed power of attorney form(s). We expect you to input the date you received the original signed power of attorney form(s) in “Reception date of form” as well as to put “Yes” in “Power of attorney form(s) received”.

        Additional Tasks - temporary translation to be filed

        There are situations where extra workflow and/or document tasks are created depending on the parameters selected and the jurisdiction's requirements.
        When a temporary translation needs to be filed, additional tasks are generated. We cover these below. 

        Acknowledge receipt of the translation project for temporary translation


        This has the same purpose as the task “Acknowledge receipt of translation project” except that this task is for the temporary translation.

        Acknowledge receipt of translation project for final translation

        This has the same purpose as the task “Acknowledge receipt of translation project” except that this task is for the qualitative/final translation.

        Report temporary translation ready to file

        This has the same purpose as the task “Report translation ready to file” except that this task is for the temporary translation.

        Report validation filing with temporary translation

        This has the same purpose as the task “Report validation filing” except that this task is for the temporary translation.

         

        🗒️Note:

        For an in-depth explanation, please read Report a filing


        Report final translation ready to file

        This has the same purpose as the task “Report translation ready to file” except that this task is for the qualitative/final translation.

         

        🗒️Note:

        For an in-depth explanation, please read Report a filing


        Refile translation

        This has the same purpose as the task “Report validation filing” except that this task is for the qualitative/final translation.

         

        🗒️Note:

        For an in-depth explanation, please read Report a filing

         

        Additional Tasks - time extensions

         

        When an extension of time has been requested and a document needs to be filed, the extra task is:

        Report filing of extension request

        The purpose of this task is to confirm that extension request has been filed and the document has been uploaded.

        Additional Tasks - PoA not filed with validation

        In the situation when the power of attorney form(s) have not been filed with the validation, the additional task is:

        Report filing of POA form(s)

         

        🗒️Note:

        This task is available when the parameter “Power of attorney form(s)/General power of attorney form(s) filed with validation” is set to “No” in the task “Report validation filing”. 


        The purpose of this task is to report the filing of the power of attorney form(s). In certain jurisdictions, this task is also used to ask for an extension on filing the power of attorney form. 

         

        🗒️Note:

        For an in-depth explanation, please read Report official power of attorney notifications

         

        Additional Tasks - recordal not filed with validation


        When the recordal has not been filed with the validation, the extra task is:

        Report filing of recordal after validation

         

        🗒️Note:

        This task is available when the patent has a recordal for which the recordal data has been entered and that the parameter “Recordal filed with validation” is set to “No” in the task “Report validation filing”.


        The purpose of this task is to report the filing of the recordal and to confirm that the document has been uploaded. We expect you to input the date you have filed the recordal in “Filing date of recordal”. 

        Additional Tasks - translation provided

        When the translation is provided by the customer, the task “Acknowledge receipt of translation project” is replaced with:

        Process provided translation

        NOTE: We will inform you by Message when the translation is available to download.


        The purpose of this task is to acknowledge that you have received the translation. Furthermore, it is also used to inform that you have performed a formal check of the translation.

        Additional Tasks - you are awaiting an English/French translation

        NOTE: We will inform you when the translation is available to download.

        Acknowledge receipt of XXX (language) translation

        The purpose of this task is to acknowledge that you have received the translation.

        Additional Tasks - translation shared between jurisdictions


        When a translation is shared between jurisdictions, some tasks are replaced with:

        Acknowledge receipt of XXX (language) translation

        NOTE: We will inform you when the translation is available to download.


        The purpose of this task is to acknowledge that you have received the translation.