Intellectual Property Review

The Intellectual Property Review document was designed to facilitate management of the review process between the Sponsored Program office and the Technology Transfer office. It provides electronic tracking of intellectual properties reviews in progress.

The Intellectual Property Review tab enables the OSP to initiate and track the review of Background Intellectual Property (BIP) by the Technology Transfer Office (TTO). Review of BIP may be required at your institution for proposals submitted to commercial sponsors.

The Intellectual Property Review page opens as read-only even if the IP record is open in Edit mode. To enter and update the IP review information on the Intellectual Property Review document by clicking the ‘edit IP review’ button located at the bottom of the screen.

In this topic:

• Access

• Layout

• Action Buttons

Access

> >

Figure 168 Navigation Sequence To Intellectual Property Review Document

You can access the Intellectual Property Review document these ways:

• Institutional Proposal document > Intellectual Property Review section >

• > Document Lookup search results > Document/Notification Id column > document ID number link

Your KC user role determines your permissions to create, modify, or view an Intellectual Property Review document:

Table 72 Intellectual Property Review Permissions

User Class	Role	Authorizations
OSP Administrator	Intellectual Property Maintainer	The OSP Administrator is responsible for maintenance of the Intellectual Property Review section information on submitted proposals. The OSP Administrator can view and edit the Intellectual Property Review document. The OSP Administrator may also grant access to others to the Intellectual Property Review document.
TTO Reviewer	Intellectual Property Review Maintainer	The TTO Reviewer is responsible for review and comments on Background Intellectual Property. The TTO Reviewer can create and submit review results, comments, and Intellectual Property activity to the OSP Administrator on the Intellectual Property Review document.
OSP Administrator – Contractor	Intellectual Property Maintainer	The OSP Administrator for post-award is responsible for reviewing the comments made during the Intellectual Property Review to ensure that the Intellectual Property terms are properly represented in the Award documentation. The OSP Administrator may have the ability to modify the Intellectual Property Review section or the Intellectual Property Review document.

Figure 169 Institutional Proposal Document, Intellectual Property Review Page Layout – record no data maintained.

When an IPR document contains maintained data, the record will look like the following example:

Figure 170 IP Document > IP Review document with data maintained - view mode

Table 73 Institutional Proposal Document, Intellectual Property Review Page – Section Descriptions

Section	Description
Review Data	Displays information about IP reviewers, review dates, and review status.
Activities	Displays information about specific BIP activities and dates.
	Access the Intellectual Property Review document for editing.

Layout

Figure 171 Intellectual Property Review Document Layout

Table 74 Intellectual Property Review Document - Section Descriptions and Subtopic Links

Section (linked to subtopic)	Brief Description
Document Overview	Enter a textual description of the document (required), and optionally, a more detailed explanation of the document’s purpose, and when applicable, a non-KC institutional tracking number.
Review Data	Record key dates, reviewer information, and textual commentary.
Review Activities	Record review types and correspondence-related activity notes.
Notes and Attachments	Enter textual notes and attach documents to this e-doc.
Ad Hoc Recipients	Request review and approval actions from selected persons.
Route Log	View document status and workflow routing action information.

Subtopics: