Template driven creation of promotional planning jobs
First Claim
1. A system for planning promotions in a retail environment that can be implemented in a workflow management system, the system comprising:
- a) a plurality of tasks each having at least one screen, the screen having a user interface and logic necessary to allow a user to complete a unit of work;
b) a plurality of roles, c) a plurality of templates each having a first ordered set of tasks, with each task in the first ordered set having an assigned role;
d) a team having i) an assigned class, and ii) a plurality users, each user having at least one assigned role; and
e) a job associated with one template, the job having i) an implementation date, ii) at least one job class, iii) at least one assigned team having the same assigned class as the job class, and iv) a second ordered set of tasks derived from the first ordered set of the associated template, each task in the second ordered set being assigned to a user within the assigned team according to the assigned role of the user and the role assigned to the task in the first ordered set.
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Accused Products
Abstract
A method and system are presented for creating promotion planning jobs that can be implemented in a workflow management system. Templates set forth specific tasks that will be implemented to perform the job. Tasks are assigned to a predefined role. Users of the system are assigned to roles, and then grouped together into teams. Each team is associated with a particular class. A team of users generally contains one user for each role needed to complete a job. A job is created from the template and assigned a class. A team is then selected based on this class. Users that make up that team are then assigned to the particular task based upon the users'"'"' role and the role assigned to the task by the template. If-a job is assigned to multiple classes, multiple teams will be assigned to the job. A master template allows multiple promotions to be coordinated. Jobs created from master templates have preliminary tasks that are generally performed before the tasks associated with jobs created from related sub-templates.
30 Citations
14 Claims
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1. A system for planning promotions in a retail environment that can be implemented in a workflow management system, the system comprising:
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a) a plurality of tasks each having at least one screen, the screen having a user interface and logic necessary to allow a user to complete a unit of work;
b) a plurality of roles, c) a plurality of templates each having a first ordered set of tasks, with each task in the first ordered set having an assigned role;
d) a team having i) an assigned class, and ii) a plurality users, each user having at least one assigned role; and
e) a job associated with one template, the job having i) an implementation date, ii) at least one job class, iii) at least one assigned team having the same assigned class as the job class, and iv) a second ordered set of tasks derived from the first ordered set of the associated template, each task in the second ordered set being assigned to a user within the assigned team according to the assigned role of the user and the role assigned to the task in the first ordered set. - View Dependent Claims (2, 3)
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4. A system for planning promotions in a retail environment that can be implemented in a workflow management system, the system comprising:
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a) a plurality of tasks;
b) a plurality of roles;
c) a plurality of users;
d) at least one team comprising a plurality of users, each user in the team having at least one assigned role;
e) a plurality of templates each having a first ordered set of tasks, with each task in the first ordered set having an assigned role;
f) a job associated with one template, the job having i) at least one assigned team, and ii) a second ordered set of tasks derived from the first ordered set of the associated template, each task in the second ordered set being assigned to a user within the assigned team according to the assigned role of the user and the role assigned to the task in the first ordered set. - View Dependent Claims (5, 6)
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7. A system for planning promotions in a retail environment that can be implemented in a computerized workflow management system, the system comprising the following computer defined constructs:
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a) a master template associated with a plurality of sub-templates;
b) each sub-templates each having a first ordered set of tasks;
c) a sub-job associated with each sub-template, each sub-job having a second ordered set of tasks derived from the first ordered set of the associated template;
wherein each of the sub-jobs performs a different aspect of a single promotional event. - View Dependent Claims (8, 9, 10)
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11. A method of planning promotions in a retail environment comprising:
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a) defining tasks containing a unit of work to be performed by a user;
b) defining roles to which users are assigned;
c) defining templates as a template ordered set of tasks, with each task assigned to a particular role;
d) defining teams, each team having a set of users, each member in the set of users being assigned to a particular role;
e) instantiating a new job based on a template, including the creation of a job ordered set of tasks derived from the template ordered set of tasks, f) assigning a particular promotion and an implementation date to the new job;
g) selecting a team for the new job; and
h) assigning users within the set of users in the selected team to each task in the job ordered set of tasks according to the assigned role of the user and the role assigned to the corresponding task in the template ordered set. - View Dependent Claims (12, 13)
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14. A method of planning promotions in a retail environment comprising:
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a) defining tasks containing a unit of work to be performed by a user;
b) defining roles to which users are assigned;
c) defining templates as a template ordered set of tasks, with each task assigned to a particular role;
d) defining teams assigned to a class, each team having a set of roles and a set of users, each member in the set of users being assigned to a particular role in the set of roles;
e) instantiating a new job based on a template, including the creation of a job ordered set of tasks derived from the template ordered set of tasks, f) assigning a particular promotions and an implementation date to the new job;
g) selecting a job class for the new job;
h) selecting a team for the new job, the team having the same class as the job class; and
i) assigning users within the set of users in the selected team to each task in the job ordered set of tasks according to the assigned role of the user and the role assigned to the corresponding task in the template ordered set.
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Specification