Equinox will automatically attempt to link your cases to their corresponding official office records when the data comparison scan runs each week. You can also link your cases on an individual basis prior to the scan being run, change the official office record that the case is linked to, or disable a case from being included in the comparison.


Manually link a PTO Entry

To manually link a case in Equinox to a PTO entry:

  1. Go to the case's PTO Differences Page

  2. Click the green Manually match button 

  3. This takes you to the page Manually link to PTO

  4. In this case, we're looking to match case  with a PTO entry for a GB case with cat. We can see in the top right box that none of the details in Equinox are matching with an existing PTO entry.

  5. When we scroll down and find our result in in the Search Results box, we can manually click the bullet point on the left of the search result entry to link these cases

  6. Click the green Link button at the bottom of the page

  7. Equinox then checks each field of data it holds against the PTO information. From left to right, you'll see these fields on the screen:

    • The date and time. This value was checked against the PTO value.

    • The field being checked, split into (left) the current information in your Equinox system and (right) the current information held by the PTO

  8. To manually accept the suggested change, click Update 
    Or   
    To manually reject the suggested change, click ignore 

Disable a PTO link

To disable a case PTO Link:

  1. Go to the case's PTO Differences Page

  2. Click the Disable button 

  3. Equinox will display a message saying PTO Link Disabled 

    The case will no longer be included in the data comparison scans.


Re-enable a disabled PTO link

When you've manually disabled a PTO link, Equinox displays a red box on the top right of the screen with the message PTO Link Disabled. 

You can re-enable a previously disabled link. To do this:

  1. Click the green Enable button

Manually re-link a case

You can also manually re-link a case that has been linked to the wrong PTO entry. To do this:

  1. Click the grey Re-link button on the PTO Differences page 

  2. This takes you to the Re-link to PTO page. You can search by the following fields to find the case to re-link to:

    • Application Number

    • Publication Number

    • Grant Number

    • Priority Number

    • Title/Mark name

  1. Click the circle to the left of the record you want to re-link the Equinox case to 

  2. Click Link at the bottom of the page

  3. The Equinox case will now be linked to your chosen official office record, and this office record will be used for data comparison going forward.