Patent & R&D Operations — Operational Setup & Master Data

How the 16 domain screens split across 4 sub-groups, ModuleGuard gating, and patent-rd-ops entitlement activation.

Operational Setup & Master Data

Patent & R&D Operations master data and screens split into two titled groups, following the enterprise governance/operational rule used across every add-on.

Two groupsAdministration & Access (admin only) — Roles, IP & R&D Team (staff master)
Operational Setup — the 16 domain screens, split across 4 titled sub-groups, open to any user holding a PATENTRD domain role

How the 16 screens split across the 4 sub-groups

Sub-group	Screens (in sidebar order)
Patent Registry & IP Setup	Patent Portfolio Catalog · Legal Jurisdiction Setup · Technology Taxonomy · Inventor Rights Config
Patent Prior Art & Freedom to Operate (FTO)	Patent Collision Scanner · Prior Art Search Engine · FTO Risk Analysis · Claims Matrix Comparer
Academic Literature & R&D Synthesis	Literature Synthesis · Research Paper Library · R&D Project Spec Audit · Invention Disclosure Review
R&D Grants & Compliance Tracking	Grant & Incentive Tracking · Tech Transfer & Licensing · R&D Tax Incentive Audit · IP Valuation & Royalty

Every screen lives under the URL prefix /patent-rd-ops/<screen-slug>, e.g. /patent-rd-ops/patent-collision-scanner.

ModuleGuard & entitlement

Every Patent & R&D screen is wrapped in <ModuleGuard>, which enforces two checks in order:

Level 1 — Entitlement (paywall). The tenant must have the patent-rd-ops package active. If not, the screen renders a locked/upsell state instead of its content.
Level 2 — Governance/operational split. Roles and the Staff master (IP & R&D Team) are admin-only (isModuleAdmin); the 16 operational screens are open to any staff member holding a PATENTRD domain role, regardless of which specific role.

Order matters

In both the app sidebar and the My Apps / DemoPageV2 showcase, the Administration & Access group renders first, then the 4 operational sub-groups in the order shown above.

Package activation

A tenant admin activates the add-on from Settings → Add-Ons by granting the patent-rd-ops package (label “Patent & R&D Operations”). Once active, staff with a PATENTRD role see the module appear in their sidebar under Add-On Modules and in My Apps.

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Frequently Asked Questions

Who can see the Roles and Staff screens?

Only tenant admins (isModuleAdmin). They sit in the ADMINISTRATION & ACCESS sidebar group, separate from the 4 operational sub-groups.

Can a non-admin PATENTRD user see any of the 16 screens?

Yes — all 16 operational screens are open to any staff member holding a PATENTRD domain role. Which actions they can take within each screen still depends on their specific capabilities.

What happens if the package isn’t activated?

ModuleGuard’s Level 1 check blocks every screen in the add-on with a locked/upsell state, regardless of the user’s role.

Is there Operational Setup master data separate from the 16 screens?

No — unlike some add-ons (e.g. Insurance’s Adjuster Directory), this add-on’s “Operational Setup” grouping name refers to the sidebar section that holds all 16 domain screens directly; the first sub-group (Patent Registry & IP Setup) doubles as the module’s master-data layer (jurisdictions, taxonomy, inventor rights).