Method and system for generating, storing and managing records
First Claim
1. A method for managing records comprising the steps of:
- generating a plurality of management forms;
situating said plurality of management forms into a record receiver having an identifier for identifying at least one of said plurality of management forms;
using said at least one of said plurality of management forms;
organizing those of said plurality of management forms utilized in said using step into a predetermined order in a record holder;
said method further comprises the step of;
providing a record holder having a plurality of compartments;
situating at least one folder in each of said plurality of compartments.
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Accused Products
Abstract
A method and system for generating, inventorying, storing and managing records and record forms is disclosed. The record management system and method utilizes a system record generator which generates a plurality of policies, record forms and the like in response to a questionnaire record. Customized record forms and policies are generated and stored in a unique record receiver having indicia for clearly identifying forms therein. A record holder is also provided for storing, inventorying, and managing the record forms used. The method and system are particularly useful for managing and insuring that record forms are completed for employees in a company by providing convenient means for visually identifying record forms, such as employment applications and the like, for ascertaining when one or more forms is missing by the presence of an empty compartment in the record holder.
59 Citations
11 Claims
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1. A method for managing records comprising the steps of:
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generating a plurality of management forms;
situating said plurality of management forms into a record receiver having an identifier for identifying at least one of said plurality of management forms;
using said at least one of said plurality of management forms;
organizing those of said plurality of management forms utilized in said using step into a predetermined order in a record holder;
said method further comprises the step of;
providing a record holder having a plurality of compartments;
situating at least one folder in each of said plurality of compartments. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9)
correlating said plurality of management forms in said record receiver with the forms identified in said record holder.
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3. The method as recited in claim 2 wherein said plurality of management forms comprises at least one application form.
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4. The method as recited in claim 1 wherein said method further comprises the step of:
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completing a customizer record having a plurality of selection criteria;
generating a customizer management policy in response to said selected customizer record.
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5. The method as recited in claim 4 wherein said method further comprises the step of:
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identifying a desired form using said customizer record; and
compiling a plurality of said desired forms.
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6. The method as recited in claim 1 wherein said plurality of management forms comprises at least one employment form.
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7. The method as recited in claim 1 wherein said plurality of management forms comprises at least one application form.
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8. The method as recited in claim 1 wherein said method further comprises the steps of:
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associating an indicia with each of said plurality of management forms;
using said indicia in said record receiver and said record holder to identify said plurality of management forms.
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9. The method as recited in claim 8 wherein said method further comprises the step of:
using at least one color as said indicia;
said color identifying at least one of said plurality of management forms.
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10. A method for managing records comprising the steps of:
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generating a plurality of management forms;
situating said plurality of management forms into a record receiver having an identifier for identifying at least one of said plurality of management forms;
using said at least one of said plurality of management forms;
organizing those of said plurality of management forms utilized in said using step into a predetermined order in a record holder;
said method further comprises the step of;
recording information on a first management form;
situating said first management form in a compartment associated with said record holder;
closing a lid situated on said record holder such that at least a portion of said information on said first management form becomes concealed.
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11. A method for managing records comprising the steps of:
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generating a plurality of management forms;
situating said plurality of management forms into a record receiver having an identifier for identifying at least one of said plurality of management forms;
using said at least one of said plurality of management forms;
organizing those of said plurality of management forms utilized in said using step into a predetermined order in a record holder;
said method further comprising the step of;
providing at least one folder having a predetermined color corresponding to one of said plurality of management forms;
situating said at least one folder in at least one of a plurality of compartments in said record holder;
using said predetermined color to identify said preselected management form in said record receiver.
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Specification