Creating a dashboard for tracking a workflow process involving handwritten forms

Patent metadata

Field	Value
Publication number	US-9870352-B2
Application number	US-201313789663-A
Country	US
Kind code	B2
Filing date	Mar 7, 2013
Priority date	Mar 7, 2013
Publication date	Jan 16, 2018
Grant date	Jan 16, 2018

Abstract

An electronic writing solution server includes a workflow dashboard application that comprises a dashboard generator. The dashboard generator receives a collection of forms, each form in the collection being of a same type and having been created from a dashboard template, the dashboard template including an association of fields, steps and indicators in each form, identifies which fields have been filled in by at least one user for each form, determines a current step of a multistep workflow based on the fields that have been filled out for each form and generates a dashboard for displaying a number of forms that correspond to each step.

First claim

What is claimed is:

1. A computer-implemented method comprising:
receiving a collection of forms, each form in the collection being of a same type and having an association of fields and steps in each form;
identifying, using one or more computing devices, which fields on a form of the same type have been filled in by at least one user;
determining, using the one or more computing devices, a current step of an ordered multistep workflow for the form, by identifying a lowest ordered incomplete step in the ordered multistep workflow based on the fields of the form that have been filled in by the at least one user, and wherein each step of the ordered multistep workflow designates one or more actions to be completed upon the form of the same type and wherein the one or more actions include at least a condition that a specified field must be filled in or that an action must be performed on the form;
including the form with other forms in the collection in a first group of a plurality of groups based on the current step, wherein each group of the plurality of groups is associated with an ordered step of the ordered multistep workflow and includes forms from the collection that have been analyzed and determined to be in a common current step of the ordered multistep workflow;
generating, using the one or more computing devices, a dashboard including a visual representation of the plurality of groups of forms, the visual representation including an indication of a number of forms in each respective group;
receiving a first user input for switching an order of steps in the multistep workflow; and
responsive to the first user input, updating the dashboard by modifying the indication of the number of forms in each respective group.

2. The method of claim 1 further comprising combining at least two steps of the ordered multistep workflow into a category, and wherein the dashboard displays a number of forms that correspond to the category.

3. The method of claim 1 further comprising creating a dashboard template for the form in the collection by:
identifying at least one field in the form that is associated with a step in the ordered multistep workflow; and
highlighting the at least one field in the form that is associated with the step using an indicator.

4. The method of claim 3 , wherein identifying which fields on the form of the same type have been filled in by the at least one user further comprises identifying which field, of the at least one field that is associated with the step in the ordered multistep workflow, has been filled in.

5. The method of claim 4 , wherein determining the current step of the ordered multistep workflow for the form further comprises determining that the current step is a first step in response to identifying that a subset of the at least one field that is associated with the first step has been filled in.

6. The method of claim 4 , wherein determining the current step of the ordered multistep workflow for the form further comprises determining that the current step is a next step to the first step in response to identifying that each field, of the at least one field, that is associated with the first step has been filled in.

7. The method of claim 1 , wherein the indication of the number of forms in each respective group indicates how many forms are currently at each step of the ordered multistep workflow.

8. The method of claim 1 , further comprising:
generating a query based on a second user input associated with the dashboard; and
generating a query result based on running the query.

9. The method of claim 8 , wherein the second user input comprises a selection of one of the steps, and wherein the query result comprises a table of forms corresponding to the selected step.

10. The method of claim 1 , further comprising:
generating a query based on the first user input of switching the order between the steps; and
generating a query result based on running the query, wherein the query result comprises a modified indication of the number of forms that correspond to each respective group.

11. A system comprising:
one or more processors; and
a dashboard generator stored on a memory and executable by the one or more processors, the dashboard generator configured to receive a collection of forms, each form in the collection being of a same type and having an association of fields and steps in each form, identify which fields on a form of the same type have been filled in by at least one user, determine a current step of an ordered multistep workflow for the form, by identifying a lowest ordered incomplete step in the ordered multistep workflow based on the fields of the form that have been filled in by the at least one user, and wherein each step of the ordered multistep workflow designates one or more actions to be completed upon the form of the same type and wherein the one or more actions include at least a condition that a specified field must be filled in or that an action must be performed on the form, include the form with other forms in the collection in a first group of a plurality of groups based on the current step, wherein each group of the plurality of groups is associated with an ordered step of the ordered multistep workflow and includes forms from the collection that have been analyzed and determined to be in a common current step of the ordered multistep workflow, generate a dashboard including a visual representation of the plurality of groups of forms, the visual representation including an indication of a number of forms in each respective group, receive user input for switching an order of steps in the multistep workflow, and, responsive to the user input, update the dashboard by modifying the indication of the number of forms in each respective group.

12. The system of claim 11 , wherein the dashboard generator is configured to combine at least two steps of the ordered multistep workflow into a category and wherein the dashboard displays a number of forms that correspond to the category.

13. The system of claim 11 further comprising a workflow recognition tool, the workflow recognition tool configured to create a dashboard template for the form in the collection by:
identifying at least one field in the form that is associated with a step in the ordered multistep workflow; and
highlighting the at least one field in the form that is associated with the step using an indicator.

14. The system of claim 13 , wherein identifying which fields on the form of the same type have been filled in by the at least one user further comprises identifying which field, of the at least one field that is associated with the step in the ordered multistep workflow, has been filled in.

15. The system of claim 14 , wherein determining the current step of the ordered multistep workflow for the form further comprises determining that the current step is a first step in response to identifying that a subset of the at least one field that is associated with the first step has been filled in.

16. The system of claim 14 , wherein determining the current step of the ordered multistep workflow for the form further comprises determining that the current step is a next step to the first step in response to identifying that each field, of the at least one field, that is associated with the first step has been filled in.

17. A computer program product comprising a non-transitory computer useable medium including a computer readable program, wherein the computer readable program when executed on a computer causes the computer to:
receive a collection of forms

Assignees

• Barrus John W
• Schwartz Edward L
• Gormish Michael J
• Ricoh Co Ltd

Inventors

• Barrus John W
• Schwartz Edward L
• Gormish Michael J

Classifications

• G06Q10/0633 Primary

  Workflow analysis · CPC title

• G06F40/174 Primary

  Form filling; Merging · CPC title

• G06F17/243 Primary

  Physics · mapped topic