Review and decisions · Autessa IDF Manager
Disclosure pipeline and workflow
Autessa IDF Manager moves every invention disclosure through a patent disclosure workflow: Draft, Submitted, Under Review, Approved, On Hold, Rejected, Filed and Granted. The moves between stages are fixed, only the moves you are allowed to make are offered, and each one is checked again before it is saved.
- Buttons are drawn from the state machine and the role
- Who moved it and when is stamped on every move
The problem
Spreadsheets let anything become anything
When a disclosure’s status is a cell in a spreadsheet, anyone can type "Filed" over "Draft" and the review committee never sees it. A real workflow needs stages that can only be reached in order, by the right people, with a record of who moved what.
What you get
- Every stage has a one-line meaning, from "Being written by the inventor" to "The patent has been granted".
- A fixed state machine: Draft can only be submitted; Approved can only be filed; Rejected and Granted are final.
- A disclosure can be returned to Draft from Submitted when it needs more work, and resumed from On Hold back into review. You can also have an agent call or email the inventor for the missing details.
- Contributors can make exactly one move: submitting their own draft. Reviewers and Admins drive everything else.
- Buttons use plain verbs: Submit for review, Begin review, Approve, Put on hold, Reject, Mark as filed, Mark as granted.
- Every move stamps who made it and when, and the first submission date is recorded once and kept.
- Each move is checked twice: once to decide which buttons to show, and again immediately before the change is saved.
How it works
How does disclosure pipeline and workflow work in Autessa IDF Manager?
Draft
The inventor writes the disclosure. Drafts are theirs to edit.
Submitted
The author presses Submit for review. A Reviewer can Begin review or Return to draft.
Under Review
Reviewers score it and record their reasoning, then Approve, Put on hold or Reject it.
Approved, then Filed
An approved disclosure is cleared to file. Once your counsel files, a Reviewer presses Mark as filed and records the application details.
Granted (or Rejected)
When the patent issues, Mark as granted. If the application fails, Mark as rejected. Both are final.
Every option
Every stage and where it can go
| Option | What it does |
|---|---|
| Draft | Being written by the inventor. Next: Submit for review. |
| Submitted | Handed off for review, awaiting triage. Next: Begin review, or Return to draft. |
| Under Review | Being evaluated for novelty and commercial value. Next: Approve, Put on hold, or Reject. |
| Approved | Cleared to proceed to a patent filing. Next: Mark as filed. |
| On Hold | Paused, to revisit when circumstances change. Next: Resume review, or Reject. |
| Filed | A patent application has been filed. Next: Mark as granted, or Mark as rejected. |
| Granted | The patent has been granted. Final. |
| Rejected | Will not be pursued. Final. |
Permissions
Who can do what?
Admin, Reviewer, Contributor and Viewer. Anyone not given a role is a Viewer.
| Role | Can |
|---|---|
| Contributor | Submit their own Draft for review. No other moves. |
| Reviewer | Make every legal move on any disclosure. |
| Admin | Make every legal move on any disclosure. |
| Viewer | See each disclosure’s stage. No moves. |
Connected
How it connects to the rest of IDF Manager
IDF MANAGER FEATURE
Pipeline chart
The dashboard counts disclosures in every stage.
IDF MANAGER FEATURE
Scoring
The evidence reviewers record before approving or rejecting.
IDF MANAGER FEATURE
Filing details
Record the docket and application numbers when you mark a disclosure filed.
IDF MANAGER FEATURE
Activity feed
Every move is written as "moved this from X to Y".
FAQ
Questions about disclosure pipeline and workflow
What are the stages of an invention disclosure?
Draft, Submitted, Under Review, Approved, On Hold, Rejected, Filed and Granted. Rejected and Granted are final; every other stage has a fixed set of next moves.
Can a disclosure skip a stage?
No. Moves are fixed: for example, a Draft can only be submitted and an Approved disclosure can only be marked as filed. IDF Manager only shows legal moves and re-checks each one before saving it.
Can an inventor approve their own disclosure?
Not as a Contributor. The only move a Contributor can make is submitting their own draft. Reviewers and Admins make every other move.
How does IDF Manager handle filing?
IDF Manager tracks the decision and the outcome. Your patent counsel files the application, and a Reviewer marks the disclosure as filed and records the application number and dates.
Start your invention program
Try disclosure pipeline and workflow in Autessa IDF Manager
Autessa IDF Manager moves every invention disclosure through a pipeline (Draft, Submitted, Under Review, Approved, On Hold, Rejected, Filed, Granted) and only ever offers the moves that are legal for that stage and that role.
Disclosure form · review pipeline · reviewer scoring · role-based access
100% customizable, code and all
Make Autessa IDF Manager fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours