System and Method for Archival of Electronic and Tangible Records

• US 20090106155A1
• Filed: 10/19/2007
• Published: 04/23/2009
• Est. Priority Date: 10/19/2007
• Status: Abandoned Application

• Current Assignee: Wareitis, LLC
• Original Assignee: Wareitis, LLC
• Inventors: CASTELLANOS, Marcos, BLANK, Andrew
• Application Number:
  US11/875,455
• Publication Number:
  US 20090106155A1
• Time in Patent Office: Days
• US Class Current: 705/51
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06Q 10/0635 Risk analysis of enterprise or organisation activities
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

Systems and methods for record management are provided. The record management system may be used to track the location and ultimate disposition of tangible records and electronic record.

Claims

1. A method for managing records, comprising:

associating one or more records with one or more items;

associating one or more services with the one or more items;

providing a virtual cart for the user to select one or more services for execution; and

selecting one or more relevant services related to the one or more items for the user to choose.

2. A method for managing records, comprising:

associating one or more records with one or more items;

associating one or more security profiles to each of the one or more items;

wherein the one or more security profiles operate to restrict access to each of the one or more items to authorized users; and

wherein the one or more security profiles may be bypassed by non-authorized users.

3. A method according to claim 2, further comprising creating an audit trail for the one or more security profile overrides.

4. A method for managing records, comprising:

associating one or more records with one or more items;

associating one or more services with the one or more items;

providing one or more workspaces, the one or more workspaces associated with one or more users;

associating one or more services with one or more workspaces; and

allowing the one or more users to sort the one or more items associated with the one or more workspaces according to the preference of the one or more users.

5. A method according to claim 4, further comprising providing one or more graphs to show the status of the one or more services associated with the one or more items.

6. A method for managing records, comprising:

associating one or more alerts to one or more services;

associating one or more records with one or more items;

associating the one or more services with the one or more items;

allowing one or more users to subscribe to one or more alerts; and

informing one or more users subscribed to one or more alerts on the status of the one or more services associated with the one or more alerts.

7. The method of claim 6 where informing the one or more users of an alert is selected from the group consisting of a cellular telephone, e-mail, a pop-up window, an automated phone call, or a voice message.

8. A record management system comprising:

a module to associate one or more records with one or more items;

a module to associate one or more services with the one or more items;

a module to provide a virtual cart for the user to select one or more services for execution; and

a module to select one or more relevant services related to the one or more items for the user to choose.

9. A record management system comprising:

a module to associate one or more records with one or more items;

a module to associate one or more security profiles to each of the one or more items;

wherein the one or more security profiles operate to restrict access to each of the one or more items to authorized users; and

wherein the one or more security profiles may be bypassed by non-authorized users.

10. A system according to claim 9, further comprising a module to create an audit trail for the one or more security profile overrides.

11. A record management system comprising:

a module to associate one or more records with one or more items;

a module to associate one or more services with the one or more items;

a module to provide one or more workspaces, the one or more workspaces associated with one or more users;

a module to associate one or more services with one or more workspaces; and

a module to allow the one or more users to sort the one or more items associated with the one or more workspaces according to the preference of the one or more users.

12. A system according to claim 11, further comprising a module to provide one or more graphs to show the status of the one or more services associated with the one or more items.

13. A record management system comprising:

a module to create one or more data entry templates associated with one or more item;

a module to associate one or more records with the one or more items; and

a module to use the one or more data entry templates to input data associated with the one or more records into the one or more items;

wherein the one or more data entry templates allows frequently used data to be pre-populated within the one or more items.

14. A record management system comprising:

a module to associate one or more alerts to one or more services;

a module to associate one or more records with one or more items;

a module to associate the one or more services with the one or more items;

a module to allow one or more users to subscribe to one or more alerts; and

a module to inform one or more users subscribed to one or more alerts on the status of the one or more services associated with the one or more alerts.

15. The system of claim 14 where informing the one or more users of an alert is selected from the group consisting of a cellular telephone, e-mail, a pop-up window, an automated phone call, or a voice message.

16. A method for managing records, comprising:

associating one or more records with one or more items, the one or more items further associated with one or more locations;

associating one or more services with the one or more items;

associating one or more locations with the one or more items;

providing one or more mobile devices;

wherein the one or more mobile devices are operable to create one or more records,

the one or more mobile devices are operable to view one or more of the one or more records and services,

the one or more mobile devices are operable to change the location associated with one or more of the one or more items, and

the one or more mobile devices are further operable to select one or more of the one or more services associated with the one or more items; and

providing one or more pick lists available to the one or more mobile devices,

wherein the one or more pick lists include one or more of the one or more services associated with the one or more items.

17. A system for managing records, comprising:

a module for associating one or more records with one or more items, the one or more items further associated with one or more locations;

a module for associating one or more services with the one or more items;

a module for associating one or more locations with the one or more items;

one or more mobile devices;

wherein the one or more mobile devices are operable to create one or more records,

the one or more mobile devices are operable to view one or more of the one or more records and services,

the one or more mobile devices are operable to change the location associated with one or more of the one or more items, and

the one or more mobile devices are further operable to select one or more of the one or more services associated with the one or more items; and

a module for providing one or more pick lists available to the one or more mobile devices,

wherein the one or more pick lists include one or more of the one or more services associated with the one or more items.