Automated process guidance system and method using knowledge management system

• US 6,269,355 B1
• Filed: 04/15/1999
• Issued: 07/31/2001
• Est. Priority Date: 04/15/1999
• Status: Expired due to Term

• Current Assignee: Callidus Software, Inc. (SAP SE)
• Original Assignee: Kadiri, Inc. (HRSoft, Inc.)
• Inventors: Ohr, Michael, Neargarder, Pat, King, Thomas A., Grimse, Mark
• Primary Examiner(s): Davis, George B.
• Application Number:
  US09/292,653
• Time in Patent Office: 838 Days
• Field of Search: 706/47, 706/46, 706/45, 705/32, 707/102
• US Class Current: 706/46
• CPC Class Codes: G06F 9/453 Help systems
• CPC Class Codes: Y10S 707/99943 Generating database or data structure, e.g. via user interface

Abstract

A system and method for guiding a user through a complex process having a plurality of steps is provided. The system permits a user with little or no knowledge of the process to complete the process. The guidance system includes a logical structure which models the process steps within the process and guidance pages which provide the user with additional information about how to proceed through the process. The guidance pages have one or more page fragments and each page fragment is dynamically generated based on certain preconditions so that the guidance pages are easily customizable.

Claims

1. A computer-implemented method for guiding a user through a complex process having a plurality of steps at each of which the user is required to make a decision, the method comprising:

guiding the user through the process using a logical structure for representing the steps of the process, each node of the structure representing a step in the process and one or more of the steps presenting alternatives to the user requiring the user to make a decision;

displaying guidance about a decision in the process using one or more guidance pages attached to a node of the structure;

gathering the user responses to each step in the process to generate process information; and

using knowledge recommending an action to the user based on the process information, the logical structure and the guidance pages.

2. The method of claim 1 further comprising generating the guidance page from one or more page fragments which include fragment data and a fragment precondition, a page fragment being shown to the user of the system only if the fragment precondition is met.

3. A computer implemented system for guiding a user through a complex process having a plurality of steps at each of which the user is required to make a decision, the system comprising:

a first computer having a guidance module for guiding a user through a complex process having a plurality of steps;

a database connected to the first computer for providing data to the guidance module, the database storing a logical structure representing the steps of the process wherein each node of the structure represents a step in the process and one or more of the steps presenting alternatives to the user requiring the user to make a decision, one or more guidance pages attached to each node of the structure, the guidance pages providing the user of the system with guidance about how to make decision at the current step of the process;

a second computer being connected to the first computer over a computer network, the second computer further comprising means for displaying a user interface generated by the guidance module, means for gathering user responses to each step in the process to generate process information, and knowledge means for recommending an action to the user based on the process information, the logical structure and the guidance pages.

4. The system of claim 3, wherein each guidance page further comprises one or more page fragments which include fragment data and a fragment precondition, a page fragment being shown to the user of the system only if the fragment precondition is met.

5. The system of claim 4, wherein the process comprises a human resources process.

6. The system of claim 5, wherein the process comprises an attendance management process.

7. The system of claim 5, wherein the process comprises a compensation planning process.

8. The system of claim 3, wherein the structure comprises a decision tree having one or more nodes which represent each step of the process.

9. The system of claim 3, wherein the structure comprises a decision matrix.

10. The system of claim 3, wherein the first computer further comprises a server computer and the second computer comprises a client computer, wherein the client computer further comprises a browser application for permitting the user of the client computer to interact with the guidance module of the server computer.