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How to Manage Asset Containers
How to Manage Asset Containers

Focused on effectively organizing and tracking intellectual property and associated activities using asset containers.

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Written by Jarid Arnold
Updated over a month ago

Key Steps

  1. Overview Section

    • Review asset snapshot and management options.

  2. Detailed Description

    • Provide comprehensive details about the asset.

  3. Attachments Section

    • Store supporting documentation, files, or resources related to the asset.

  4. Notes and Comments Section

    • Add or review any notes or comments pertaining to the asset.

  5. Attribution

    • Provide attribution to inventors or authors.

  6. Collaborators

    • Manage asset collaborators and their roles.

  7. URL Resources and Links

    • Document URL resources and links related to the asset.

  8. Tasks

    • Create tasks to track related work and context.

  9. Analytics

    • Boost analytics by associating assets to products.

  10. Projects

    • Track all projects utilizing the asset.

  11. Data Rooms

    • View data rooms that include the asset.

  12. Agreements

    • Manage external or existing agreements tied to the asset.

  13. Disclosures

    • Manage any disclosures related to the asset.

  14. Valuations

    • Monitor all valuations conducted on the asset.

  15. Risks

    • Identify and manage potential risks associated with the asset.

  16. Evidence of Use

    • Track all evidence of use related to the asset.

  17. Freedom to Operate

    • Manage assessments of the asset's freedom to operate.

  18. Conflicts and Prior Art

    • Search for any conflicts or prior art relevant to the asset.

  19. Budget

    • Track financial resources allocated to the asset.

  20. Log

    • Maintain a detailed record of actions, decisions, and events related to the asset.

  21. Create New Version

    • Update and register the asset, creating a certified file.

  22. Transfer Asset

    • Transfer the asset, modify settings, archive, or reclassify the asset.

Cautionary Notes

  • Ensure all information is accurately entered and updated regularly.

  • Maintain confidentiality and security of intellectual property.

Tips for Efficiency

  • Utilize the knowledge center in the help section for detailed management options.

  • Use the support agent located in the bottom right-hand corner for assistance.

  • Regularly review and update asset containers to maximize value and transparency.

Video Tutorial - Asset Containers Guide

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