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Select the appropriate submission form from the “tasks” box. Shown here:

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����Submission forms are listed by campus and disclosure type. Select a form based on the campus you are a part of and the disclosure you are making.��For example, if you are a CU ����Vlog�ƽ�� inventor submitting an invention disclosure, select this form - ����Vlog�ƽ��/Springs: Invention Form

Open the disclosure form and answer the form questions that appear.

Please enter all inventors, including yourself. Use the plus sign to add additional inventors.

����When the plus sign is clicked, three blank fields will appear; either add another inventor or leave blank to proceed with your submission. Click "x" if you added an inventor but wish to remove them.

Any fields marked with an asterisk, as shown, are required.

By selecting yes, additional questions may appear, which are also required.

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����Once you've answered all the required questions on a page, select the "Next" button to save your progress. In-progress submission forms will not be saved unless you select "Next." You can find and edit in-progress forms in the “Your Submissions” home page widget. The (submission) track code will allow you to review the progress of your submission form.

On the last page of the form, you can review your answers and add notes or related files. Your “submission” track code will be shown on this page as well.��Once you are ready to submit, select the “submit” button.

����Your submission will now be routed to our team for review, and you will receive communications upon review.��

When you sign in for the first time, you will see two grey sections (which are called widgets) on your home page titled:

• Inventor Homepage: lists your invention records
• Inventor Agreements: lists agreements where you are the PI/Person

���� All agreements you are associated with can be found in "Settings;" however, on the homepage, you will only see those where you are the Principle Investigator (PI)/Person.

You will first use the “Customize Home Page” feature to track your submissions through Sophia.

Select “Customize Home Page” from the “Tasks” box shown:

Next, add the “Your Submissions” widget by selecting the "Add to Homepage" button.

Once "Your Submissions" appears, as shown, select “Finish”.

����You will now see the “Your Submissions” widget on your home page, listing only submissions you have made through the Sophia inventor portal.��You will use this widget to return to any submission in progress or track the status of completed submissions.��

Under the "Your Submissions" widget, you can view and track the status of disclosures you have entered into Sophia. Status shown include:

1. In process:
   • The form hasn't been submitted yet. You should submit it for review.
2. Under review:
   • The form has been submitted and sent to the licensing team for review. You should await communication.
3. Returned:
   • The licensing team has reviewed and sent the form back to the inventor to be updated. You should update the form based on direction and resubmit.
4. Accepted:
   • The licensing team has accepted the form and created an associate invention record . You should track the status of the invention using the "Inventor Homepage" widget.

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����Your invention record will be assigned a (invention) track code. An example is 2024-207, listed under "Inventor Homepage" in the photo above, formerly CUXXXXX.

Under the "Inventor Homepage" widget, you can view and track the status of your inventions.

Select “No.” for a specific invention listed in the “Inventor Homepage” widget to see more information.��

The invention record will open and display related information such as inventors, attorneys, sponsor organizations, related intellectual property (IP) & agreements and related inventions.

Under the "Inventor Agreements" widget, you can view and track the status of agreements.

For more information, click the “No.” for a specific agreement listed in the “Inventor Agreements” widget.��

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The agreement record will open and display related information such as organizations, persons/PI, inventions, IP, parent agreement, related agreements and attorneys.

Under the "Settings" button, you can view and track the status of your IP in Sophia.

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Select the “No.” for a specific IP listed in the “Intellectual Properties” section to see more information.��

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The IP record will open and display related information such as patent ownership, intellectual property inventors, attorneys, inventions, patent hierarchy and directly related agreements.

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���� You can also find related IP listed under corresponding invention and agreement records.

Select the blue bar labeled�� “Home” at anytime to return to your homepage.

Select the “Settings” button below your name to find��additional information, including your personal information and all invention, IP and agreement records.

Select the “Favorites” button below your name to see frequently viewed and recently viewed pages.

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����Currently, there is no option to choose favorite pages.