Workflow real time intervention

• US 5,826,020 A
• Filed: 09/18/1996
• Issued: 10/20/1998
• Est. Priority Date: 09/30/1994
• Status: Expired due to Term

• Current Assignee: PTC Inc.
• Original Assignee: Hewlett-Packard Company (HP Inc.)
• Inventors: Randell, Jim
• Primary Examiner(s): BANANKHAH, MAJID A
• Application Number:
  US08/715,886
• Time in Patent Office: 762 Days
• Field of Search: 395/670, 395/672, 395/676, 395/200.31, 395/200.32, 395/200.03, 395/200.34, 395/200.56, 395/200.68, 395/200.57, 395/684, 395/185.04, 395/849
• US Class Current: 709/202
• CPC Class Codes: G06F 9/5038 considering the execution order of a plurality of tasks, e.g. taking priority or time dependency constraints into consideration scheduling strategies G06F9/4881 and subgroups

Abstract

A workflow system that automates the definition and execution of a procedure that can be carried out according to defined rules among agents. Agents may be individual users, work groups, organizations, or automatic systems. Automation is used to guarantee that all the individual activities are taken in the defined sequence, form, and time. The system separates the three basic elements necessary to perform a procedure--a co-ordination service, an organization service, and a transport service. The co-ordination service ensures proper sequence of the activities of the procedure. The organization services identifies a particular agent to perform a task within a procedure. The agent selection can be made when the procedure is defined, or it can be deferred until an instance using the procedure is performed. The transport service is used to move information between agents and an information service, which holds instance data, while processing an instance.

Claims

1. A method for altering processing of a workflow method used for distributing and controlling work in a computer system, said work being defined by a workflow procedure having at least one node, said method for altering processing comprising the steps of:

(a) storing all workflow procedures in an information service;

(b) for each time a procedure is to be performed, retrieving said procedure from said information service into a coordination service and defining an instance for said procedure, said instance comprising said plurality of nodes with connections defined therebetween, wherein said connections define an order in which said nodes are processed, and an information packet comprising initial data for said instance;

(c) selecting a node of said instance to be performed;

(d) when said node selected in step (c) is marked as being suspended, continuing with step (g);

(e) performing work defined for said node selected in step (c);

(f) selecting a next node connected to said node processed in steps (d) through (e) and repeating steps (d) through (e) for said selected next node;

(g) repeating step (f) until all nodes of said procedure have been performed;

(h) when performing steps (c) through (f), accepting input of a single command from a user of said method, wherein said single command causes said method to suspend processing of said instance by marking all of said nodes within said instance, that have not started processing, as suspended; and

(i) when performing steps (c) through (f), accepting input from a user of said method to resume processing of said instance by removing said suspended marking all of said nodes within said instance that are marked as suspended.

2. The method of claim 1 further comprising the step of:

(j) when performing steps (c) through (f), accepting input from a user of said method to re-process any nodes of said instance that have already been processed.

3. The method of claim 1 further comprising the step of:

(k) when performing steps (c) through (f), accepting input from a user of said method to activate processing of said instance by selecting at least one node for processing and removing marking all said selected nodes within said instance that are marked as deferred.

4. The method of claim 1 wherein said at least one node comprises one of a plurality of types of nodes comprising:

a work node defining an activity to be performed;

a routing node for determining a subsequent node to be performed;

a modifier node for determining which nodes to be performed again after an error is detected;

a timer node for informing said coordination service system after a predetermined amount of time;

a generator node for sending information to another workflow procedure; and

a detector node for receiving information from another workflow procedure.

5. A method for altering processing of a workflow method used for distributing and controlling work in a computer system, said work being defined by a workflow procedure having at least one node, said method for altering processing comprising the steps of:

(a) storing all workflow procedures in an information service;

(b) for each time a procedure is to be performed, retrieving said procedure from said information service into a coordination service and defining an instance for said procedure, said instance comprising said plurality of nodes with connections defined therebetween, wherein said connections define an order in which said nodes are processed, and an information packet comprising initial data for said instance;

(c) selecting a node of said instance to be performed;

(d) when said node selected in step (c) is marked as being deferred, continuing with step (g);

(e) creating a task for said node;

(f) identifying an agent for performing said task through an organization service, sending said information packet in said instance to said agent through a transport service, and receiving results from said agent, whereby said agent performs all activities of said task;

(g) selecting a next node connected to said node processed in steps (d) through (f) and repeating steps (d) through (f) for said selected next node;

(h) repeating step (g) until all nodes of said procedure have been performed;

(i) when performing steps (c) through (g), accepting input of a single command from a user of said method, wherein said single command causes said method to suspend processing of said instance by marking all of said nodes within said instance, that have not started processing, as deferred; and

(j) when performing steps (c) through (g), accepting input from a user of said method to resume processing of said instance by removing marking all of said nodes within said instance that are marked as deferred.

6. The method of claim 5 further comprising the step of:

(k) when performing steps (c) through (g), accepting input from a user of said method to re-process any nodes of said instance that have already been processed.

7. The method of claim 5 further comprising the step of:

(l) when performing steps (c) through (g), accepting input from a user of said method to activate processing of said instance by selecting at least one node for processing and removing marking all said selected nodes within said instance that are marked as deferred.

8. The method of claim 5 wherein said at least one node comprises one of a plurality of types of nodes comprising:

a work node defining an activity to be performed;

a routing node for determining a subsequent node to be performed;

a modifier node for determining which nodes to be performed again after an error is detected;

a timer node for informing said coordination service system after a predetermined amount of time;

a generator node for sending information to another workflow procedure; and

a detector node for receiving information from another workflow procedure.

9. A method for altering processing of a workflow method used for distributing and controlling work in a computer system, said work being defined by a workflow procedure having at least one node, said method for altering processing comprising the steps of:

(a) storing all workflow procedures in an information service;

(b) for each time a procedure is to be performed, retrieving said procedure from said information service into a coordination service and defining an instance for said procedure, said instance comprising said plurality of nodes with connections defined therebetween, wherein said connections define an order in which said nodes are processed, and an information packet comprising initial data for said instance;

(c) selecting a node of said instance to be performed;

(d) when said node selected in step (c) is marked as being deferred, continuing with step (g);

(e) performing work defined for said node selected in step (c);

(f) selecting a next node connected to said node processed in steps (d) through (e) and repeating steps (d) through (e) for said selected next node;

(g) repeating step (f) until all nodes of said procedure have been performed;

(h) when performing steps (c) through (f), accepting input of a single command from a user of said method, wherein said single command causes said method to suspend processing of said instance by marking all of said nodes within said instance, that have not started processing, as deferred;

(i) when performing steps (c) through (f), accepting input from a user of said method to resume processing of said instance by removing marking all of said nodes within said instance that are marked as deferred;

(j) when performing steps (c) through (f), accepting input from a user of said method to re-process any nodes of said instance that have already been processed; and

(k) when performing steps (c) through (f), accepting input from a user of said method to activate processing of said instance by selecting at least one node for processing and removing marking all said selected nodes within said instance that are marked as deferred.