Capturing the result of an approval process/workflow and declaring it a record
First Claim
1. A computer-implemented method comprising:
- providing, with a computer processing system having a memory system, a records management system having a file plan, wherein the file plan has multiple categories in a hierarchy and is stored in an object store of a plurality of object stores, wherein a category inherits an associated disposition schedule from a higher level category, wherein the category includes one or more record folders, wherein each of the one or more record folders includes one or more records that each point to a document in another one of the plurality of object stores, and wherein the associated disposition schedule is selected from any one of review, export, and destroy; and
integrating an approval process with the records management system by;
determining that a first record for a primary document that is subject to the approval process is to be stored based on contextual information collected by the approval process;
storing the first record for the primary document in a record folder of the category, wherein the category is selected based on the contextual information collected by the approval process;
storing a second record for a result of the approval process in the record folder of the category;
storing a third record for historical information related to the approval process in the record folder of the category; and
in response to determining that a disposition of the first record is to destroy, removing the first record, the second record, and the third record from the record folder of the category.
3 Assignments
0 Petitions
Accused Products
Abstract
Electronically capturing the result of an approval process/workflow for a record, and declaring the result as a record with a relationship to the approved record. The result of the approval process/workflow includes at least one workflow log or map. The workflow log may include the identities of those who took action during the approval process. The workflow log may also include comments of participants in the approval process and historical data about an execution instance of a workflow. The workflow map is essentially a flowchart defining the steps of the approval process and the transitions between process steps. The workflow map may specify each step, including who will process the work for the step, and the application and/or data necessary for the step. The result of the approval process/workflow for a record, including the workflow log and map, is declared as a related record along with the approved record.
90 Citations
22 Claims
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1. A computer-implemented method comprising:
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providing, with a computer processing system having a memory system, a records management system having a file plan, wherein the file plan has multiple categories in a hierarchy and is stored in an object store of a plurality of object stores, wherein a category inherits an associated disposition schedule from a higher level category, wherein the category includes one or more record folders, wherein each of the one or more record folders includes one or more records that each point to a document in another one of the plurality of object stores, and wherein the associated disposition schedule is selected from any one of review, export, and destroy; and integrating an approval process with the records management system by; determining that a first record for a primary document that is subject to the approval process is to be stored based on contextual information collected by the approval process; storing the first record for the primary document in a record folder of the category, wherein the category is selected based on the contextual information collected by the approval process; storing a second record for a result of the approval process in the record folder of the category; storing a third record for historical information related to the approval process in the record folder of the category; and in response to determining that a disposition of the first record is to destroy, removing the first record, the second record, and the third record from the record folder of the category. - View Dependent Claims (2, 3, 4, 5, 6, 7)
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8. Computer-readable media containing a computer program, wherein the computer-readable media is not a signal, and wherein the computer program, when executed on a computer, causes a processor to perform:
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providing a records management system having a file plan, wherein the file plan has multiple categories in a hierarchy and is stored in an object store of a plurality of object stores, wherein a category inherits an associated disposition schedule from a higher level category, wherein the category includes one or more record folders, wherein each of the one or more record folders includes one or more records that each point to a document in another one of the plurality of object stores, and wherein the associated disposition schedule is selected from any one of review, export, and destroy; and integrating an approval process with the records management system by; determining that a first record for a primary document that is subject to the approval process is to be stored based on contextual information collected by the approval process; storing the first record for the primary document in a record folder of the category, wherein the category is selected based on the contextual information collected by the approval process; storing a second record for a result of the approval process in the record folder of the category storing a third record for historical information related to the approval process in the record folder of the category; and in response to determining that a disposition of the first record is to destroy, removing the first record, the second record, and the third record from the record folder of the category. - View Dependent Claims (9, 10, 11, 12, 13, 14)
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15. A system the system comprising:
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a processor; and a computer readable media storing a computer program, wherein the processor executes the computer program to perform; providing a records management system having a file plan, wherein the file plan has multiple categories in a hierarchy and is stored in an object store of a plurality of object stores, wherein a category inherits an associated disposition schedule from a higher level category, wherein the category includes one or more record folders, wherein each of the one or more record folders includes one or more records that each point to a document in another one of the plurality of object stores, and wherein the associated disposition schedule is selected from any one of review, export, and destroy; and integrating an approval process with the records management system by; determining that a first record for a primary document that is subject to the approval process is to be stored based on contextual information collected by the approval process; storing the first record for the primary document in a record folder of the category, wherein the category is selected based on the contextual information collected by the approval process; storing a second record for a result of the approval process in the record folder of the category; storing a third record for historical information related to the approval process in the record folder of the category; and in response to determining that a disposition is to destroy, removing the first record, the second record, and the third record from the record folder of the category. - View Dependent Claims (16, 17, 18, 19, 20, 21, 22)
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Specification