SYSTEM AND METHOD FOR UPDATING A SCHEDULE FOR A WORKER BASED ON REAL-TIME INFORMATION RELATED TO EXECUTION OF THE SCHEDULE
First Claim
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1. A system for determining suggested activities for one or more workers of a company, the system comprising:
- a non-transitory electronic storage configured to;
store information related to a schedule for a first worker; and
one or more physical processors configured to execute program modules, the program modules comprising;
a suggestion management module configured to;
access information related to a current location of the first worker;
determine a plurality of requested activities associated with the first worker;
select a subset of the plurality of requested activities as one or more suggested activities for the first worker for a first increment of time after a specified time, a first requested activity being selected based on;
the schedule for the first worker;
the current location of the first worker; and
an activity value associated with performing the first requested activity in the first time period, wherein the activity value is calculated based on one or more of;
information relating to a schedule of a client associated with the activity, one or more performance metrics associated with the activity, or feedback from a second worker related to the activity; and
an activity management module configured to;
display the schedule for the first worker, wherein the specified time comprises a time at which the schedule is displayed; and
display the one or more suggested activities for the first worker with the displayed schedule.
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Abstract
A system and method for managing workflow including the ability to manage system-level workflow strategy, manage individual workflow activity, and provide suggestions to optimize individual workflow activity, is provided. The system may provide suggestions to workers based on their schedules and activities that the workers have to perform. Users of the system may configure the criteria used in determining which suggestions to provide to workers. The system may refine the suggestions provided to workers based on feedback received regarding the suggestions previously provided.
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Citations
30 Claims
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1. A system for determining suggested activities for one or more workers of a company, the system comprising:
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a non-transitory electronic storage configured to; store information related to a schedule for a first worker; and one or more physical processors configured to execute program modules, the program modules comprising; a suggestion management module configured to; access information related to a current location of the first worker; determine a plurality of requested activities associated with the first worker; select a subset of the plurality of requested activities as one or more suggested activities for the first worker for a first increment of time after a specified time, a first requested activity being selected based on; the schedule for the first worker; the current location of the first worker; and an activity value associated with performing the first requested activity in the first time period, wherein the activity value is calculated based on one or more of; information relating to a schedule of a client associated with the activity, one or more performance metrics associated with the activity, or feedback from a second worker related to the activity; and an activity management module configured to; display the schedule for the first worker, wherein the specified time comprises a time at which the schedule is displayed; and display the one or more suggested activities for the first worker with the displayed schedule. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. A method for determining suggested activities for one or more workers of a company, the method being implemented in a computer system comprising one or more physical processors configured to execute computer program modules, the method comprising:
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storing information related to a schedule for a first worker; and accessing information related to a current location of the first worker; determining a plurality of requested activities associated with the first worker; selecting a subset of the plurality of requested activities as one or more suggested activities for the first worker for a first increment of time after a specified time, a first requested activity being selected based on; the schedule for the first worker; the current location of the first worker; and an activity value associated with performing the first requested activity in the first time period, wherein the activity value is calculated based on one or more of; information relating to a schedule of a client associated with the activity, one or more performance metrics associated with the activity, or feedback from a second worker related to the activity; and displaying the schedule for the first worker, wherein the specified time comprises a time at which the schedule is displayed; and displaying the one or more suggested activities for the first worker with the displayed schedule. - View Dependent Claims (12, 13, 14, 15, 16, 17, 18, 19, 20)
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21. A non-transitory electronic storage media storing information related to determining suggested activities for one or more workers of a company, the stored information comprising:
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information related to a schedule for a first worker; and instructions configured to cause a client computing device to; access information related to a current location of the first worker; determine a plurality of requested activities associated with the first worker; select a subset of the plurality of requested activities as one or more suggested activities for the first worker for a first increment of time after a specified time, a first requested activity being selected based on; the schedule for the first worker; the current location of the first worker; and an activity value associated with performing the first requested activity in the first time period, wherein the activity value is calculated based on one or more of; information relating to a schedule of a client associated with the activity, one or more performance metrics associated with the activity, or feedback from a second worker related to the activity; display the schedule for the first worker, wherein the specified time comprises a time at which the schedule is displayed; and display the one or more suggested activities for the first worker with the displayed schedule. - View Dependent Claims (22, 23, 24, 25, 26, 27, 28, 29, 30)
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Specification