System and method for creating, processing, and storing forms electronically

• US 5,410,646 A
• Filed: 02/23/1994
• Issued: 04/25/1995
• Est. Priority Date: 01/31/1991
• Status: Expired due to Term

• Current Assignee: Stafanpolus KG Limited Liability Company
• Original Assignee: Park City Group Incorporated
• Inventors: Tondevold, Barrie R., Vreeken, Keith M.
• Primary Examiner(s): Herndon, Heather R.
• Assistant Examiner(s): FEILD, JOSEPH H
• Application Number:
  US08/201,478
• Time in Patent Office: 426 Days
• Field of Search: 395/149, 395/153, 395/600, 395/148, 395/200, 364/401, 364/406, 364/241.7, 364/940.9, 380/23, 380/25, 345/1
• US Class Current: 715/207
• CPC Class Codes: G06F 40/174 Form filling; Merging

Abstract

An electronic form processing system preferably includes a host computer, a plurality of local computers, form definitions, routing definitions and an organizational hierarchy. Both the host and the local computers further include a central processing unit, a display device, an input device and addressable memory. The processing unit accesses information and instructions from the input device and memory to display forms, complete forms and route the completed forms within the hierarchy of users. With the display and input devices, the user inputs the necessary information to select and complete a form. The system creates a data file and electronically sends the data file to the proper recipients based on the form type and routing definition. The system also tracks the data file to assure that the initiator of the form receives a response.

Claims

1. A system for routing a form to selected users in a plurality of users of the system, the system comprising:

a display device for displaying images of forms, each form having defined characteristics;

a memory means for storing and retrieving data describing the defined characteristics of the forms, the data further describing an organizational hierarchy having a plurality of positions, a user assigned to each position, and an address for each user, the data further defining a plurality of routing definitions, each routing definition including a sequence of selected positions contained in the organizational hierarchy, each form having at least one routing definition;

an input device for selecting a form and entering data into a displayed image of the form in response to manipulation of the input device; and

a processing unit coupled to the display device, the memory means and the input device for processing the data stored in the memory means and the data entered with the input device to provide an image of the selected form on the display device with the entered data, the processing unit creating a data file from the entered data, determining the addresses of selected users to automatically receive the data file according to the sequence of selected positions of the organizational hierarchy included in the routing definition for the selected form, and automatically transmitting the data file to the selected users in the defined sequence.

2. The system of claim 1, wherein:

each of the forms includes a plurality of fields; and

the defined characteristics of each form further specify a form type, a number of fields in a form, a label for each field, a data type for each field specifying a type of data may be entered in the field, and a protection level for each field specifying positions in the organizational hierarchy, such that only users assigned to the specified positions may access the field.

3. The system of claim 1, wherein the memory means includes computer-implemented routines for instructing the processing unit for providing an image of the forms on the display device, creating data files from data entered with the input device, determining the addresses of selected users by obtaining the address for each user from the position in the organizational hierarchy included in the routing definition, automatically transmitting the data files to the selected users, and storing information describing the status of the transmitting operation.

4. A system for routing a form to selected users in a plurality of users of the system, the system comprising:

a host computer comprising;

a display device for displaying images of forms, each form having defined characteristics;

a memory means for storing and retrieving data describing the defined characteristics of the forms, the data further describing an organizational hierarchy having a plurality of positions, a user assigned to each position, and an address for each user, the data further defining a plurality of routing definitions, each routing definition including a sequence of selected positions contained in the organizational hierarchy, each form having at least one routing definition;

an input device for selecting a form and entering data into a displayed image of the form in response to manipulation of the input device; and

a processing unit coupled to the display device, the memory means and the input device for processing the data stored in the memory means and the data entered with the input device to provide an image of a selected form on the display device;

the processing unit creating a data file from the entered data determining the addresses of selected users to automatically receive the data file according to the sequence of selected positions of the organizational hierarchy included in the routing definition for the selected form, and automatically transmitting the data file to the selected users in the defined sequence; and

a node computer coupled to the host computer by coupling means permitting electronic communication between the host computer and the node computer, the node computer for creating, transmitting and receiving data files, the node computer comprising;

a second display device for displaying images of forms, each form having defined characteristics;

a second memory means for storing and retrieving data describing the defined characteristics of the forms, the data further describing the organizational hierarchy having a plurality of positions, a user assigned to each position, and an address for each user, the data further defining a plurality of routing definitions, each routing definition including a sequence of selected positions contained in the organizational hierarchy, each form having at least one routing definition, the organizational hierarchy and the routing definitions in the second memory means identical to the organizational hierarchy and the routing definitions in the memory means of the host computer;

a second input device for selecting a form and entering data into a displayed image of the form in response to manipulation of the input device; and

a second processing unit coupled to the second display device, the second memory means and the second input device for processing the data stored in the second memory means and the data entered with the second input device to provide an image of the selected form on the second display device, and the second processing unit creating a data file from data entered with the second input device and transmitting the data file to the host computer, the host computer automatically transmitting the data file to the selected users in the defined sequence.

5. The system of claim 4, wherein:

each of the forms includes a plurality of fields; and

the defined characteristics of each form further specify a form type, a number of fields in a form, a label for each field, a data type for each field specifying a type of data that may be entered in the field, and a protection level for each field specifying positions in the organizational hierarchy, such that only users assigned to the specified positions may access the field.

6. The system of claim 4, wherein the memory means includes computer-implemented routines for instructing the processing unit for providing an image of the forms on the display device, creating data files from data entered with the input device, determining the addresses of selected users by obtaining the address for each user from the position in the organizational hierarchy included in the routing definition, automatically transmitting the data files to the selected users, and storing information describing the status of the transmitting operation.

7. A method for routing a form to selected users on a system that includes a display device, a processing unit, memory and an input device, the method comprising the steps of:

selecting a form, said form including a plurality of fields, said form having defined characteristics, said defined characteristics including a number representative of the number of fields in the form, wherein said form is selected for entering data into selected fields of the form;

displaying an image of the selected form on the display device;

entering data into the form using the input device;

creating a data file for the selected form containing the entered data;

determining from the defined characteristics of the selected form a routing definition for the form;

determining from the routing definition the addresses of selected users in a predefined organizational hierarchy having a plurality of positions, with a user assigned to each position, each user having an address; and

automatically transmitting the data file to the selected users.

8. The method of claim 7, wherein:

the defined characteristics of the selected form further specify a form type, a title, a number of fields in the selected form, a label for each field, a data type for each field specifying a type of data that may be entered in the field, and a protection level for each field specifying positions in the organizational hierarchy, such that only users assigned to a specified position may access the field; and

the step of displaying includes applying the defined characteristics of the selected form to display the title, the fields, and the field labels.

9. The method of claim 8, further comprising the step of verifying that the entered data is valid using the defined characteristics of the selected form.

10. The method of claim 9, wherein the step of verifying further comprises the step of, for each field in the selected form, comparing the entered data to a database of valid data.

11. The method of claim 9, wherein:

the defined characteristics of the selected form include field interdependency definitions specifying how the validity of data in a first field depends on data in a second field; and

the step of verifying further comprises the step of comparing the data entered for the first field to the data entered for the second field, and applying the field interdependencies definitions to determine the validity of data entered in the first field.

12. The method of claim 7, further comprising the steps of:

accepting user input specifying modifications to the routing definitions; and

modifying the routing definitions responsive to the user input.

13. The method of claim 7, further comprising the steps of:

storing in the data file data specifying to which users the data file has been transmitted;

retrieving the data specifying to which users the data file has been transmitted;

determining a last user to which the data file was transmitted; and

automatically sending a message to the last user after a predetermined time from when the data file was transmitted to the last user.

14. The method of claim 13, wherein a second user is is assigned in the organizational hierarchy to a position superior to the position assigned to the last user, the method further comprising the step of:

automatically transmitting the data file from the last user to the second user after a predetermined time from when the message was sent to the last user, such that the last user no longer has access to the data file.

15. A method for electronically creating and processing forms on a system that includes a display device, a processing unit, memory and an input device, the method comprising the steps of:

selecting a form, having defined characteristics, to be completed;

displaying an image of the selected form on the display device;

completing the selected form by entering data using the input device;

creating a data file for the selected form and the entered data by completing the selected form;

transmitting the data file to users according to the type of form selected;

storing information describing the status of the transmitting step;

storing in the data file data specifying to which users the data file has been transmitted;

retrieving the data specifying to which users the data file has been transmitted;

sending a message to the last user to which the data file has been transmitted after a predetermined time from the step of transmitting;

after a predetermined time from the step of sending the message, notifying a second user who is designated as a superior of the first user; and

sending a copy of the data file to the superior.