There are two types of pre-set dates:
| Date | Description |
|---|---|
| Primary Base Date | The date that triggers users to add the pre-set to a case. (Pre-set Trigger Date). |
| Base Date | The date used to auto-calculate the deadlines of tasks in the pre-set. (Task Deadline Calculation Date). |
The Primary Base Date and Base Date are often the same.
Usually, case dates (e.g. filing or priority date) are used as Primary Base Dates and Base Dates, but this is not always the case.
The following dates can be used as a pre-set Primary Base Date and Base Date:
| Date Field | Description |
|---|---|
| Set Date | This is not a case date, but a custom date that's entered at the stage of adding the pre-set to a case (Tasks tab > Add OA/Set Date). Pre-sets that run from a Set Date are often used to add Office Action deadlines to a case. Users won't receive automatic prompts to add these types of pre-sets on the Details tab of a case as they aren't triggered by a case date. |
| Open Date | The date the case is created in Equinox. Users can automatically be prompted to add a list of tasks when a new case is created. |
| Case Dates (E.g. Filing, Priority, Pub/Adv, Grant/Reg, Nat/Reg Pub etc.) | The dates entered on the Details tab of a case. These are referred to as ‘History Dates’ in some areas of Equinox. When these case dates are added to the Details tab of a case, users may be prompted to add a pre-set. |
| Custom Case Dates | It's possible to create custom case dates under System > Case Fields. These date fields can also be used to trigger pre-set from the Details tab of a case. |