Abstract: Example embodiments relate to a method, server, and computer-readable media for survey design for creation and management of intellectual asset records and workflow within an intellectual asset management system. A new intellectual asset survey template is created by providing survey components to an IAM system administrator via an IAM system user interface and enabling the IAM system administrator to organize the survey components on a preview area of the user interface. A runtime survey, based at least in part on the intellectual asset survey template, is displayed on the IAM system user interface. Intellectual asset record data units are affected by user answers and hidden questions in the survey, and workflow can be triggered through predetermined conditions associated with the user input into the survey. The runtime survey may also be displayed only to a predetermined set of IAM system users.

Abstract: Example embodiments relate to time and expense entry management for intellectual asset records. An example embodiment includes a method of creating a time/expense entry for an intellectual asset record stored within an intellectual asset management system. The method includes detecting closure of a task associated with an intellectual asset record and comparing a task type of a time/expense template to the closed task. The method additionally includes determining a match of the task type to the task, and in response to determining the match, creating a time/expense entry for the intellectual asset record.