Invention capture · Autessa IDF Manager
Disclosure records and reference codes
Every invention disclosure in Autessa IDF Manager is one record with a reference code (for example IDF-2026-0014) and a single page that holds it all: an Overview of the disclosure, its Attachments, the reviewers’ Review fields, Comments and Activity. The status, who last moved it and when it was updated sit at the top.
- IDF-YEAR-NUMBER, quotable in email and meetings
- Review and Activity tabs appear only for roles that can use them
- Created and first-submitted timestamps
The problem
"Which disclosure do you mean?"
Without a number, invention disclosures are referred to by half-remembered titles, and the facts about them are scattered across email, spreadsheets and shared drives. A reference code and one record page give everyone the same thing to point at.
What you get
- A reference code in the form IDF-YEAR-NUMBER is assigned when the disclosure is first saved, and can be searched.
- The header shows the title, description, status, reference code, when it was last updated and who last moved it.
- Tabs for Overview, Attachments, Review, Comments and Activity. Review and Activity appear only for roles that can use them.
- The Overview lists the author, inventors, collaborators and tags, the created date and the first submission date.
- Disclosure sections render as formatted Markdown, and empty sections are simply left out.
- Action buttons along the top show only the pipeline moves you are allowed to make, plus Edit and Delete where your role permits.
- Deleting a disclosure asks for confirmation and is limited to Admins.
How it works
How does disclosure records and reference codes work in Autessa IDF Manager?
Open a disclosure
Click any row in the Patent Ideas list, or press Enter on it, to open its record.
Read the overview
See the people, tags and dates, then the problem, summary, novelty and prior art.
Switch tabs
Attachments for figures and files, Review for scores and legal and commercial fields, Comments for discussion and Activity for history.
Act on it
Use the buttons at the top to move it to its next stage, edit it, or (for Admins) delete it.
Every option
What the record page shows
| Option | What it does |
|---|---|
| Reference code | IDF-YEAR-NUMBER, for example IDF-2026-0014. |
| Status badge | The pipeline stage, color-coded. |
| Updated / last moved by | How long ago it changed and who made the last status move. |
| Overview tab | Author, inventors, collaborators, tags, created and submitted dates, and the disclosure sections. |
| Attachments tab | Figures and documents. Everyone can open them. |
| Review tab | Scores and legal and commercial fields. Reviewers and Admins only. |
| Comments tab | The discussion thread, including internal comments for reviewers. |
| Activity tab | Who did what to this disclosure. Reviewers and Admins only. |
Permissions
Who can do what?
Admin, Reviewer, Contributor and Viewer. Anyone not given a role is a Viewer.
| Role | Can |
|---|---|
| Viewer | Open any disclosure and read its overview, attachments and non-internal comments. |
| Contributor | Everything a Viewer can, plus edit and submit their own disclosures and comment. |
| Reviewer | See the Review and Activity tabs and move disclosures through the pipeline. |
| Admin | Everything, including editing any disclosure and deleting disclosures. |
Connected
How it connects to the rest of IDF Manager
IDF MANAGER FEATURE
Disclosure pipeline
The status and the move buttons at the top come from the pipeline.
IDF MANAGER FEATURE
Review tab
Where reviewers score and decide.
IDF MANAGER FEATURE
Comments
Discussion lives on the record.
IDF MANAGER FEATURE
Search by reference code
Type IDF-2026-0014 into search to jump to it.
FAQ
Questions about disclosure records and reference codes
How are invention disclosures numbered?
Each disclosure gets a reference code in the form IDF-YEAR-NUMBER, such as IDF-2026-0014, when it is first saved. You can search for it in the Patent Ideas list.
Why can’t I see the Review tab?
The Review tab, with scores and legal and commercial fields, is only shown to Reviewers and Admins. Contributors and Viewers see the Overview, Attachments and Comments.
Can a disclosure be deleted?
Yes, by an Admin, after a confirmation. Deleting cannot be undone, so most teams reject or put a disclosure on hold instead.
Start your invention program
Try disclosure records and reference codes in Autessa IDF Manager
Autessa IDF Manager gives every invention disclosure a quotable reference code (IDF-2026-0014) and a single record page with its overview, attachments, review fields, comments and activity.
Disclosure form · review pipeline · reviewer scoring · role-based access
100% customizable, code and all
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