Electronic submittal method and system

• US 20050108232A1
• Filed: 11/18/2004
• Published: 05/19/2005
• Est. Priority Date: 11/19/2003
• Status: Abandoned Application

• Current Assignee: The Rockey Group Incorporated
• Original Assignee: The Rockey Group Incorporated
• Inventors: Rockey, Brian Matthew
• Application Number:
  US10/992,875
• Publication Number:
  US 20050108232A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06Q 30/06 Buying, selling or leasing transactions

Abstract

A method and system of managing a submittal approval process includes the steps of granting access to an internet-based system to a set of users; permitting a first user to upload a submittal to the system; recording the uploading of the submittal in a log accessible by the users; automatically issuing a notice of the uploading of the submittal to other users; providing access to the submittal to other users and permitting the other users to review, approve, reject, revise, or comment on the submittal; recording the actions of the other users in the log; automatically issuing a notice of a user'"'"'s actions to other users on the system; and generating a report of the log at the request of a user.

Claims

1. A method of managing an approval process for a submittal, comprising the steps of:

granting access to a network accessible system to a first set of users;

permitting a first user of said first set of users to tender a first submittal to said network accessible system;

recording said tender of said first submittal in a first log accessible by said first set of users via said network accessible system;

automatically issuing a notice of the tender of said first submittal to at least a second user of said first set of users via said network accessible system;

providing access to said first submittal to said second user of said first set of users via said network accessible system and permitting said second user of said first set of users to perform a first action relating to said first submittal;

recording said first action relating to said first submittal in said first log;

automatically issuing a notice of said first action relating to said first submittal to at least one of said first set of users once said first action relating to said first submittal is recorded in said first log; and

generating a report of said first log at the request of at least one of said first set of users.

2. The method of managing an approval process for a submittal as set forth in claim 1, wherein said first action relating to said first submittal is selected from the group consisting of:

approving said first submittal;

rejecting said first submittal;

revising said first submittal; and

commenting on said first submittal.

3. The method of managing an approval process for a submittal as set forth in claim 1, further comprising the steps of:

providing access to said first submittal and to said first action relating to said submittal to a third user of said first set of users and permitting said third user to perform a second action relating to said first submittal;

recording said second action relating to said first submittal in said first log; and

automatically issuing a notice of said second action relating to said first submittal to at least one of said set of users once said second action relating to said first submittal is recorded in said first log.

4. The method of managing an approval process for a submittal as set forth in claim 3, wherein said second action relating to said first submittal is selected from the group consisting of:

approving said first submittal;

approving said first submittal as modified by said first action relating to said first submittal;

rejecting said first submittal;

rejecting said first submittal as modified by said first action relating to said first submittal; and

revising said first submittal.

5. The method of managing an approval process of a submittal as set forth in claim 1, wherein the step of automatically issuing a notice of the tender of said first submittal comprises creating and sending a first electronic mail message to said second user of said first set of users.

6. The method of managing an approval process of a submittal as set forth in claim 5, wherein the step of creating and sending a first electronic mail message comprises providing said second user of said first set of users with a network link to said first log.

7. The method of managing an approval process of a submittal as set forth in claim 1, wherein the step of automatically issuing a notice of said first action relating to said first submittal comprises creating and sending a second electronic mail message to at least one of said first set of users.

8. The method of managing an approval process of a submittal as set forth in claim 7, wherein the step of creating and sending a second electronic mail message comprises providing said at least one of said first set of users with a description of said first action relating to said first submittal and a network link to said first log.

9. The method of managing an approval process of a submittal as set forth in claim 1, wherein the step of recording said tender of said first submittal in said first log comprises recording an identity of said first user of said first set of users and a set of chronological information associated with said tender of said first submittal in said first log.

10. The method of managing an approval process of a submittal as set forth in claim 1, wherein the step of recording said first action relating to said first submittal in said first log comprises recording an identity of said second user of said first set of users and a set of chronological information associated with said first action relating to said first submittal in said first log.

11. The method of managing an approval process of a submittal as set forth in claim 3, wherein the step of recording said second action relating to said first submittal in said first log comprises recording an identity of said third user of said first set of users and a set of chronological information associated with said second action relating to said first submittal in said first log.

12. The method of managing an approval process of a submittal as set forth in claim 3, wherein the step of generating a report of said first log comprises allowing said one of said first set of users to select from among a set of filters consisting of:

reporting actions taken by said one of said first set of users; and

reporting all actions taken with respect to said first submittal.

13. The method of managing an approval process of a submittal as set forth in claim 1, further comprising the step of assigning an electronic verification to each of said first set of users.

14. The method of managing an approval process of a submittal as set forth in claim 1, further comprising the step of permitting one of said first set of users to select a document from the group consisting of said first submittal and said first action relating to said first submittal and to download said document from said network accessible system to an electronic storage device.

15. The method of managing an approval process of a submittal as set forth in claim 1, further comprising the steps of:

granting access to said network accessible system to a second set of users, including a common user belonging to said first and second sets of users;

permitting a first user of said second set of users to tender a second submittal to said network accessible system;

recording said tender of said second submittal in a second log accessible by said second set of users via said network accessible system;

automatically issuing a notice of the tender of said second submittal to at least a second user of said second set of users via said network accessible system;

providing access to said second submittal to said second user of said second set of users via said network accessible system and permitting said second user of said second set of users to perform a first action relating to said second submittal

recording said first set of changes to and comments regarding said second submittal in said second log;

automatically issuing a notice of said first action relating to said second submittal to at least one of said second set of users; and

generating a report of said second log at the request of at least one of said set of second users;

16. The method of managing an approval process for a submittal as set forth in claim 15, further comprising the step of limiting access of said first set of users to said first submittal and said first action relating to said first submittal and limiting access of said second set of users to said second submittal and said first action relating to said second submittal.

17. The method of managing an approval process for a submittal as set forth in claim 15, wherein said first action relating to said second submittal is selected from the group consisting of:

approving said second submittal;

rejecting said second submittal;

revising said second submittal; and

commenting on said second submittal.

18. The method of managing an approval process of a submittal as set forth in claim 15, further comprising generating a report for said common user, wherein said common user selects from among a set of filters consisting of:

reporting actions in said first log taken by said common user;

reporting actions in said first log taken by all of set first set of users;

reporting actions in said second log taken by said common user;

reporting actions in said second log taken by all of set second set of users;

reporting actions in said first and second logs taken by said common user; and

reporting actions in said first and second logs taken by all of set first and second sets of users.

19. The method of managing an approval process of a submittal as set forth in claim 1, further comprising the step of permitting said first user of said first set of users to select one from the group consisting of recording said first action relating to said first submittal to said first log and recording said first action relating to said first submittal to a separate file accessible only by said first user of said first set of users.

20. The method of managing an approval process of a submittal as set forth in claim 1, wherein the step of providing access to said first submittal to said second user of said first set of users further comprises permitting said second user of said first set of users to select one from the group consisting of said first submittal in text-editable format and said first submittal in portable document file format.

22. The electronic system for managing an approval process of a submittal as set forth in claim 20, further comprising the steps of:

means for providing access to said first submittal and to said first action relating to said submittal to a third user of said first set of users and permitting said third user to perform a second action relating to said first submittal;

means recording said second action relating to said first submittal in said first log; and

means for automatically issuing a notice of said second action relating to said first submittal to at least one of said set of users once said second action relating to said first submittal is recorded in said first log.

23. The electronic system for managing an approval process of a submittal as set forth in claim 20, further comprising means for assigning an electronic verification to each of said first set of users.

24. The electronic system for managing an approval process of a submittal as set forth in claim 20, further comprising means for permitting one of said first set of users to select a document from the group consisting of said first submittal and said first action relating to said first submittal and to download said document from said network accessible system to an electronic storage device.

25. The electronic system for managing an approval process of a submittal as set forth in claim 20, further comprising:

means for granting access to said network accessible system to a second set of users, including a common user belonging to said first and second sets of users;

means for permitting a first user of said second set of users to tender a second submittal to said network accessible system;

means for recording said tender of said second submittal in a second log accessible by said second set of users via said network accessible system;

means for automatically issuing a notice of the tender of said second submittal to at least a second user of said second set of users via said network accessible system;

means for providing access to said second submittal to said second user of said second set of users via said network accessible system and permitting said second user of said second set of users to perform a first action relating to said second submittal

means for recording said first set of changes to and comments regarding said second submittal in said second log;

means for automatically issuing a notice of said first action relating to said second submittal to at least one of said second set of users; and

means for generating a report of said second log at the request of at least one of said set of second users;

26. The electronic system for managing an approval process of a submittal as set forth in claim 20, further comprising means permitting said first user of said first set of users to select one from the group consisting of recording said first action relating to said first submittal to said first log and recording said first action relating to said first submittal to a separate file accessible only by said first user of said first set of users.

28. The electronic system for managing an approval process of a submittal as set forth in claim 26, wherein said server is in communication with the internet.

21. An electronic system for managing an approval process of a submittal, comprising:

means for granting access to a network accessible system to a first set of users;

means for permitting a first user of said first set of users to tender a first submittal to said network accessible system;

means for recording said tender of said first submittal in a log accessible by said first set of users via said network accessible system;

means for automatically issuing a notice of the tender of said first submittal to at least a second user of said first set of users via said network accessible system;

means for providing access to said first submittal to said second user of said first set of users via said network accessible system and permitting said second user of said first set of users to perform a first action relating to said first submittal;

means for recording said first action relating to said first submittal in said first log;

means for automatically issuing a notice of said first action relating to said first submittal to at least one of said set of users once said first action relating to said first submittal is recorded in said first log; and

means for generating a report of said first log at the request of at least one of said first set of users.

27. An electronic system for managing an approval process of a submittal, comprising:

a server in communication with a network and having a central processor and a memory;

a listserv stored in said memory;

said listserv containing electronic mail addresses for a set of users;

a log stored in said memory, said log being automatically updated when a first user uploads a submittal to said memory and when a second user performs an action on said submittal; and

a network communication protocol device in said server and communicating with said central processor and said memory, said network communication protocol device automatically accessing said listserv and generating an electronic mail to each of said set of users when said log is updated.