Workflow Orchestration for Research Outcome Registration and Intellectual Property: Coordinate Operations and Application Handover

Research IP: review workflows for operational handover. Compare the source records, required inputs and downstream results before handing the task over.

What this category's data looks like

Research achievement registration and intellectual property management involves three types of materials: achievement registration forms, patent disclosure documents, and software copyright materials. Achievement registration forms come from research groups and are updated according to project milestones; their fields include achievement name, completers, date, and signature. Patent disclosure documents are submitted by inventors and are updated according to application batches; their fields include technical solution, inventor, application date, and receipt. Software copyright materials are organized by the development team and are updated according to version releases; their fields include software name, version number, copyright owner, and signature. When these three types of materials enter workflow orchestration, the achievement registration form serves as the main record and triggers the registration branch, while patent disclosure documents and software copyright materials serve as attachment materials and trigger the material verification branch, each carrying their fields and dates into node judgment.

Configuration and implementation checks

This stage is executed by workflow nodes (user selection and branches), outputting branch directions and interaction state records. "Handover-ready deployment status and operation records" are completed by subsequent nodes continuing execution according to the branches. When the user selection node is triggered, the conversation enters an interaction state and records the workflow state; after the user completes the selection, execution continues along the branch corresponding to the selected option.

ObjectCheckVerification action
Achievement registration formWhether the name, quantity, date, and signature are consistent with the patent disclosure documentCompare the achievement name, completers, date, and signature fields of the two materials item by item, and check whether the variables reference points to the same record
Patent disclosure documentWhether the version number and receipt are synchronized to the software copyright materialsCheck the version of the disclosure document against the version number of the software copyright materials, check whether the receipt is complete, and view the branch direction at the nodeId node
Software copyright materialsWhether the copyright owner, version number, and signature correspond to the registration formCheck the fields of the software copyright materials item by item according to the handover form, and confirm that the version variable in variables is consistent with the registration form
User selection nodeWhether each option corresponds to one branch and records the interaction stateTrial-run the options one by one at the nodeId node, and view the branch direction and interaction state in the run records

Three common errors

  • Symptom: The name, quantity, and date of the same achievement do not match between the registration form and the patent disclosure document. Cause: The two materials are entered separately, and field mapping is not unified before the node.
  • Symptom: The version number of the software copyright materials is not synchronized with the version in the registration form. Cause: After a version update, only one material is changed, while the other still references the old variables.
  • Symptom: The patent disclosure document lacks a signature or receipt, but the registration form shows it as submitted. Cause: Signatures and receipts are not included in node judgment, and the interaction state record is incomplete.

How to verify the setup

Acceptance for this feature: trial-run each option one by one, check the branch direction and interaction state in the run records, and confirm that each option corresponds to one branch and that the selection result variable has been passed to subsequent nodes.

Business test: check item by item once according to the handover form, see which record is missing, and focus on checking the fields, dates, and signatures of the achievement registration form, patent disclosure document, and software copyright materials.

  • Check the options and branch connections one by one in the node, confirm that each option corresponds to one branch, and check the status of the nodeId node.
  • Reference the selection result variable in a subsequent node and trial-run once to confirm that variables has been passed, then check the name, quantity, date, and signature of the three types of materials according to the handover form.