System and method for tracking user certification and training

• US 20020087345A1
• Filed: 11/26/2001
• Published: 07/04/2002
• Est. Priority Date: 11/16/1999
• Status: Abandoned Application

• Current Assignee: Dana Automotive Systems Group, LLC (Dana, Inc.)
• Original Assignee: Dana Commercial Credit Corp. (Dana, Inc.)
• Inventors: Melby, John M., Sherman, Ryan J., Bly, J. Aaron
• Application Number:
  US09/995,287
• Publication Number:
  US 20020087345A1
• Time in Patent Office: Days
• US Class Current: 705/1
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/087 Inventory or stock management, e.g. order filling, procurement or balancing against orders
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions
• CPC Class Codes: Y02P 90/80 Management or planning

Abstract

A computer based system automatically gathers, analyzes, and delivers information relating to the procurement and utilization of a plurality of such assets, such as a fleet of industrial equipment, so as to maximize productivity and to reduce operating costs and administrative burdens. The system can incorporate predefined rules which include business policies and government regulations in order to track and enforce authorization requirements relating to a particular asset. Unauthorized users can be prevented from using an asset, or the system can be configured to mere identify unauthorized users and uses by generating the appropriate reports. User authorization can include user training and other certification characteristics. The system can be configured to automatically schedule the training required to preserve and enhance user certifications. If an outside entity is relied on for training, the system can automatically generate an invoice for such training. The system can provide online training sessions. Authorization requirements (including government requirements such as OSHA regulations), product safety information, and other online materials can be incorporated into the system. The system can be incorporated into a comprehensive asset management system.

Claims

1. A method of scheduling training relating to an asset, including a user and an asset, comprising the steps of:

generating a training rule relating a training requirement to an asset;

storing the generated training rule in a computer;

identifying a user whose user certification will expire in a time frame identified by the generated training rule; and

scheduling training for the user, wherein the scheduling is done without human intervention by the computer.

2. A method of scheduling training relating to an asset as in claim 1, further comprising creating an invoice for the scheduled training, wherein the invoice is created without human intervention by the computer.

4. A method of scheduling training relating to an asset as in claim 1, wherein the scheduled training is an online training course.

5. A method of scheduling training relating to an asset as in claim 4, wherein the scheduled training includes an online safety manual.

6. A method of scheduling training relating to an asset as in claim 5, wherein the online safety manual includes an OSHA manual.

7. A method of scheduling training relating to a an asset as in claim 1, further comprising notifying interested parties that training has been scheduled.

8. A method of scheduling training relating to an asset as in claim 7, wherein the interested party is a supervisor of the user.

9. A method of scheduling training relating to an asset as in claim 7, wherein the interested party is not the employer of the user.

10. A method of scheduling training relating to an asset as in claim 1, wherein the asset is a non-fixed movable asset.

11. A method of scheduling training relating to an asset as in claim 1, wherein the training is scheduled for completion before the expiration of the user certification.

13. A method for tracking and enforcing an asset authorization requirement as in claim 12, wherein an unauthorized user is automatically prohibited from using the asset.

14. A method for tracking and enforcing an asset authorization requirement as in claim 12, wherein a warning is generated by the computer for storing the generated authorization rules, wherein information identifying the unauthorized user, the unauthorized use, and the asset are included in the warning.

15. A method for tracking and enforcing an asset authorization requirement as in claim 12, further comprising creating an invoice in an automated fashion using the computer.

16. A method for tracking and enforcing an asset authorization requirement as in claim 15, further comprising sending the invoice electronically without human intervention from the computer to the payor.

17. A method for tracking and enforcing an asset authorization requirement as in claim 12, further comprising informing relevant parties of an upcoming expiration of a user authorization.

18. A method for tracking and enforcing an asset authorization requirement as in claim 12, farther comprising providing training materials accessible in an online format.

19. A method for tracking and enforcing an asset authorization requirement as in claim 12, wherein the online training materials are safety manuals.

3. A method of scheduling training relating to an asset as in clam 2, further comprising sending the invoice in an electronic medium to the entity responsible for payment of the invoice, wherein the computer is used to send the invoice.

12. A method for tracking and enforcing an asset authorization requirement, comprising the steps of:

generating authorization rules relating to the operation of an asset;

storing the generated authorization rules in a computer;

identifying the user of an asset at the time the user attempts to initiate use of the asset;

evaluating the authorization of a user attempting to use an asset;

impeding the unauthorized use of an asset;

tracking attributes of the user related to the generated authorization rules;

monitoring usage of the asset; and

scheduling training in accordance with the generated authorization rules in an automated manner.

20. A system for tracking and enforcing authorization relating to an asset, comprising:

a user identification;

a user qualification, said user qualification relating to said user identification;

a predefined asset requirement, wherein said predefined asset requirement relates to the asset;

a computer for comparing said user qualification with said predefined asset requirement to determine if said user identification is authorized to use the asset;

a user training course, wherein said computer automatically schedules said user training course so that said user identification becomes authorized to use the asset upon completion of said training course; and

an invoice, said computer automatically generating said invoice for said user training course.

21. A system for tracking and enforcing user authorization relating to an asset as in claim 20, wherein said computer automatically schedules said user training course so that said user training course is completed before said user qualification expires.

22. A system for tracking and enforcing user authorization relating to an asset as in claim 20, wherein said invoice is automatically sent in an electronic format for payment by said computer.