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Onboarding dashboard and methods and system thereof

  • US 10,223,653 B1
  • Filed: 02/20/2015
  • Issued: 03/05/2019
  • Est. Priority Date: 02/20/2014
  • Status: Active Grant
First Claim
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1. A system for streamlining online work process, the system comprising:

  • a data store storing information relating to different job groups, wherein the information includes configuration data and progress data for each task in each of the job groups; and

    a computer server at a services exchange medium and communicatively coupled with the data store, wherein the computer server is programmed to;

    receive, via a first user interface on a first remote computing device used by a client;

    instructions to create a plurality of onboarding dashboards, wherein each of the plurality of onboarding dashboards is associated with one of the job groups, wherein each of the plurality of onboarding dashboards presents all tasks for a respective job group in a presentation that is customizable; and

    the configuration data for each task in each of the job groups;

    provide a platform, wherein the platform receives a posting for a job submitted by the client, intelligently suggests to the client one of a plurality service providers in the services exchange medium in response to the posting and allows the client to select one of the job groups that is related to the posting to thereby assign the service provider to the selected job group;

    automatically transition from the assignment to an onboarding process by retrieving the information from the data store to generate and transmit for rendering the onboarding dashboard relating to the selected job group in a second interface on a second remote computing device used by the service provider, wherein the onboarding dashboard displays each of the tasks in accordance with the presentation, visually identifies a status of the each of the tasks based on at least the progress data of the service provider and enforces task dependencies based on at least the configuration data, such that a second task cannot be started unless the status of a first task is completed;

    generate a task summary for a respective task that can be reached directly from the onboarding dashboard, wherein the task summary is configured as a single access point to full visibility into activities of the respective task by displaying a list of contents for only the respective task, wherein each of the contents in the list being selectable to launch a respective document to be seen without fully obscuring the onboarding dashboard;

    update the history of events for each of the tasks for the job group based on activities received from the onboarding dashboard, wherein the progress data includes the history of events; and

    upon completion of at least a required portion of the onboarding process, provide the platform to capture progress of online completion of deliverables for the job being performed by the service provider within the services exchange medium.

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