Systems and methods for survey scheduling and implementation

• US 20080027995A1
• Filed: 09/27/2007
• Published: 01/31/2008
• Est. Priority Date: 09/20/2002
• Status: Abandoned Application

• Current Assignee: Cola Co.
• Original Assignee: Cola Co.
• Inventors: Beigel, Douglas
• Application Number:
  US11/905,032
• Publication Number:
  US 20080027995A1
• Time in Patent Office: Days
• US Class Current: 707/104.1
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling

Abstract

An apparatus for assisting a user in scheduling a plurality of facilities for a survey includes: a storage device having a first database of entries representing facilities, geographical locations of facilities, and data representing ranking factors; a second database representing surveyors; a computer processor configured to estimate the time it would take for each of the facilities to be surveyed and to calculate a ranking for each of the facilities formed from ranking factors and to select a subset of facilities based on the ranking; a display unit capable of representing the subset; and, a human-machine interface configured with the processor to enable the user to select at least a facility from a subset and add it to a tour list and to schedule an order in which the facilities in the tour list will be visited by a surveyor from the second database. Related methods and systems are also described.

Claims

1. ) An apparatus for assisting a user in scheduling a plurality of facilities for a survey, the apparatus comprising:

at least one storage device comprising a first database of entries, each entry representing one of said facilities, comprising data representing the geographical location of said facility, and comprising data representing a plurality of ranking factors, said at least one storage device further comprising a second database of entries, each entry representing a surveyor;

at least one computer processor configured to estimate the time it would take for each of said facilities to be surveyed, said at least one computer processor further configured to calculate a ranking for each of said facilities, wherein said ranking is formed from at least one ranking factor, said one or more computer processors further configured to select a subset of facilities based on said ranking;

a display unit capable of representing said subset; and

a human-machine interface, said human-machine interface and said at least one computer processor configured to enable the user to select at least one facility from said subset and add it to a tour list, said human-machine interface and said at least one computer processor further configured the enable the user to schedule an order in which said facilities within said tour list will be visited by at least one surveyor from said second database.

2. ) The apparatus of claim 1, wherein said display unit is configured to show at least one ranking for each facility in said subset.

3. ) The apparatus of claim 1, wherein said at least one computer processor comprises two or more computer processors, wherein one of said computer processors is configured to calculate said ranking and another of said computer processors is configured to enable the user to select said at least one facility and to schedule said order.

4. ) The apparatus of claim 1, wherein said at least one computer processor is further configured to provide a suggested order in which said facilities within said tour list will be visited by at least one surveyor from said second database.

5. ) The apparatus of claim 1, wherein said at least one ranking factor is selected from the group consisting of:

when said selected facility was last surveyed;

when said selected facility was last surveyed by a healthcare organization accreditator;

an estimate of the time needed to survey said selected facility;

if said selected facility is considered Risk of Harm;

if a complaint directed toward said selected facility was filed;

if said selected facility must be scheduled as soon as possible;

if said selected facility must be resurveyed;

how much time has passed since said selected facility was entered into said database;

if a selected one of said surveyors is permitted to survey said selected facility;

if a facility has already been scheduled;

the distance from a location of a selected surveyor to the geographical location of said selected facility;

what tests need to be performed at said selected facility; and

, the availability of systems corresponding to the tests which need to be performed at said selected facility.

6. ) The apparatus of claim 1, wherein said ranking factors comprise:

when said selected facility was last surveyed;

when said selected facility was last surveyed by a healthcare organization accreditator;

an estimate of the time needed to survey said selected facility;

if said selected facility is considered Risk of Harm;

if a complaint directed toward said selected facility was filed;

if said selected facility must be scheduled as soon as possible;

if said selected facility must be resurveyed;

how much time has passed since said selected facility was entered into said database;

if a selected one of said surveyors is permitted to survey said selected facility;

if a facility has already been scheduled;

the distance from a location of a selected surveyor to the geographical location of said selected facility;

what tests need to be performed at said selected facility; and

,

the availability of systems corresponding to the tests which need to be performed at said selected facility.

7. ) The apparatus of claim 1, further comprising a network access device,

wherein said at least one storage device further comprises a third database storing a plurality of evaluation questions and a plurality of assessment questions, wherein subsets of said pluralities of evaluation and assessment questions are combinable to form at least one assessment course;

wherein said at least one computer processor and said at least one storage device are included in a server,

wherein said at least one computer processor is further configured to cause a graphical user interface to be displayed via said network access device connected to said server and to said communications network;

wherein said at least one computer processor is further configured to present to a remote user terminal, via said graphical user interface, questions comprised by said at least one assessment course;

wherein said at least one computer processor is further configured to receive responses from said remote user terminal to questions comprised by said assessment course; and

wherein said at least one computer processor is further configured to score said plurality of responses in order to determine whether said facility user should receive a certification for said at least one assessment course.

8. ) The apparatus of claim 1, further comprising:

a synchronizing interface for synchronizing data acquired at a surveyed facility with the entry representing said surveyed facility within said first database of entries.

9. ) The apparatus of claim 1, the apparatus further comprising:

a customer relationship database stored on said at least one storage device and integrated with one of said first or said second database.

10. ) The apparatus of claim 1, the apparatus further comprising:

an accounting database stored on said at least one storage device and integrated with one of said first or said second database.

11. ) A method of assisting a user in scheduling a plurality of facilities for a survey, the method comprising:

providing the user with a first database of entries, each entry representing one of said plurality of facilities, including data representing the geographical location of one of said plurality of facilities, and including data representing a plurality of ranking factors;

estimating the time it would take for each of said facilities to be surveyed;

providing the user with a second database of entries, each entry representing one of a plurality of surveyors;

calculating at least one ranking for at least one of said plurality of facilities, wherein said at least one ranking is formed from at least one of said plurality of ranking factors;

forming a subset of said plurality of facilities based on said at least one ranking;

providing the user with a display representing said subset;

providing the user with an interface to select at least one facility from said subset and add it to a tour list; and

providing the user with an interface to schedule an order in which the facilities from said tour list will be visited by at least one surveyor from said second database.

12. ) The method of claim 11, further comprising:

storing a plurality of evaluation questions and a plurality of assessment questions, wherein subsets of said pluralities of evaluation and assessment questions are combinable to form a plurality of assessment courses;

causing a graphical user interface to be displayed, over a communications network, to a facility user at a facility selected from within said tour list;

receiving a selection from said facility user, via said graphical user interface, wherein said selection initiates one of said assessment courses;

presenting to said facility user, via said graphical user interface, a subset of said evaluation and assessment questions comprised by said initiated assessment course;

receiving responses from said facility user to the subset of said evaluation and assessment questions; and

scoring said responses in order to determine whether said facility user should receive a certification for said initiated assessment course.

13. ) The method of claim 12, the method further comprising:

presenting to said facility user, via said graphical user interface, at least one of said plurality of evaluation and assessment questions, wherein said question is selected by at least one of said responses provided by said user.

14. ) A machine readable medium containing instructions for assisting a user in scheduling a plurality of facilities for a survey according to the method of claim 11.

15. ) A system for assisting a user in scheduling a plurality of facilities for a survey, the system comprising:

means for storing a first database of entries, each entry representing one of said plurality of facilities, including data representing the geographical location of one of said plurality of facilities, and including data representing a plurality of ranking factors;

means for estimating the time it would take for each of said facilities to be surveyed;

means for storing a second database of entries, each entry representing one of a plurality of surveyors;

means for calculating at least one ranking for at least one of said plurality of facilities, wherein said at least one ranking is formed from at least one of said plurality of ranking factors;

means for forming a subset of said plurality of facilities based on said at least one ranking;

means for displaying said subset;

means for selecting at least one facility from said subset to add to a tour list; and

means for scheduling an order in which the facilities within said tour list will be visited by at least one surveyor from said second database.

16. ) A method for storing and presenting multiple surveys and questions, the method comprising:

storing questions and answers with question identifiers and answer identifiers, wherein said questions and said answers are combinable to form question groups stored with question group identifiers and are combinable to form assessment courses stored with assessment course identifiers;

causing a graphical user interface to be displayed, over a communications network, to a user;

presenting to said user, via said graphical user interface, a subset of said questions comprised by a first of said assessment courses;

receiving a plurality of responses from said user to said subset of questions; and

scoring said plurality of responses based on answers corresponding to said questions in order to determine whether said user should receive a certification for said first assessment course,

wherein at least one of said question identifiers indicates a logical relationship between a presented first question and a second question,

wherein at least one of said question group identifiers indicate a logical relationship between a first question group and a second question group, and

wherein at least one of said assessment course identifiers indicates a logical relationship between said first assessment course and a second assessment course.

17. ) The method of claim 16,

wherein at least one of said answer identifiers indicates a logical relationship between a received first answer and a second answer, said second answer stored for a question that was not presented.

18. ) The method of claim 16,

wherein said first assessment course comprises a first answer, and wherein said second assessment course comprises a second answer, and wherein said first assessment course is an older iteration of said second assessment course, the method further comprising:

computing a score for said second assessment course based on responses from said first assessment course by using one identifier selected from the group consisting of;

said question identifiers, said answer identifiers, said question group identifiers, said assessment course identifiers, and combinations thereof.

19. ) The method of claim 16, the method further comprising:

causing a graphical user interface to be displayed, over a communications network, to a second user; and

presenting to said second user, via said graphical user interface, a subset of said questions comprised by said second assessment course;

wherein said second assessment course assesses the subject matter of the first assessment course, and

wherein said second assessment course and said first assessment course can be presented simultaneously to said second user and said user, respectively.

20. ) A machine readable medium containing instructions for storing and presenting multiple surveys and questions according to the method of claim 16.