Field assessments using handheld data management devices

• US 6,961,586 B2
• Filed: 09/17/2001
• Issued: 11/01/2005
• Est. Priority Date: 06/27/2000
• Status: Expired due to Term

• Current Assignee: Fleet Connect Solutions LLC (Empire IP LLC)
• Original Assignee: Field Data Management Solutions LLC
• Inventors: Ortiz, Luis M., Barbosa, Frank A.
• Primary Examiner(s): Ramakrishnaiah, Melur
• Application Number:
  US09/955,543
• Publication Number:
  US 20040192329A1
• Time in Patent Office: 1,506 Days
• Field of Search: 455/556.1, 455/556.2, 455/66.1, 455/90.1, 455/90.2, 455/90.3, 705/1, 705/2
• US Class Current: 455/556.1
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G16H 40/67 for remote operation
• CPC Class Codes: H04L 67/04 specially adapted for terminals or networks with limited capabilities; specially adapted for terminal portability
• CPC Class Codes: H04L 67/1095 Replication or mirroring of data, e.g. scheduling or transport for data synchronisation between network nodes
• CPC Class Codes: H04L 69/329 in the application layer [OSI layer 7]

Abstract

Systems for and methods of conducting field assessments utilizing handheld data management devices are diclosed. Methods and systems for executing field assessments use handheld devices provide assessors portable access to industry-specific programs and data useful in carrying out a field assessment. Field assessment data synchronization and/or delivery is enabled using wireless capabilities resident in handheld personal computing devices. Data may be synchronized with a server over a network using wireless radio transmission, or directly to a computer workstation using wireless infrared or radio transmission or connected means (e.g., modems, cradles, docking stations). It is another aspect of the present invention to provide for two-way communication between remote computing means (e.g., servers, desktop computers) and handheld data management devices to facilitate real-time access to remote programs, assistance and/or information related to the field assessment being undertaken by using a handheld data management device user.

Claims

1. A handheld data management device for field assessments, comprising:

a memory for storing field assessment programs and related data;

a microprocessor for executing field assessment programs;

a field assessment program stored within said memory and including at least one template and instructions for a handheld field assessment device user to carry out at least one of;

construction industry project analysis, HVAC system analysis, project management, equipment readiness, system and equipment troubleshooting, remote inventory tracking and ordering, conducting legal investigations in the field, and multi-user remote function coordination;

a user interface adapted for enabling the handheld field assessment device user to interact with said field assessment program; and

sychronization means for providing data to and retrieving data from remote computing resources.

2. The handheld data management device of claim 1, further comprising a positioning module, for providing handheld device location identification.

3. The device of claim 1, further comprising a wireless communication module for providing access to data from remote resources to said device.

4. The handheld data management device of claim 1, further comprising a positioning module, for providing handheld device location identification.

5. The device of claim 4, further comprising a wireless communication module for providing access to data from remote resources to said device.

6. The device of claim 1, further comprising a wireless communication module for providing access to data from remote resources to said device.

7. The handheld data management device of claim 6, further comprising a positioning module, for providing handheld device location identification.

8. A handheld field assessment device, comprising:

a field assessment program module for providing guidance to user handheld field assessment device user, and for analyzing input data associated with the field assessment, said field assessment program module including instructions for the handheld field assessment device user to carry out at least one of;

construction industry project analysis, HVAC system analysis, project management;

equipment readiness, system and equipment troubleshooting, remote inventory tracking and ordering, conducting legal investigations in the field, and multi-users remote function coordination;

a positioning module, for providing handheld device location identification; and

a wireless communication module for providing access to remote data resources to said device.

9. A method of conducting a field assessment using a handheld data management device, comprising:

providing a hand held data management device user performing as a field assessor access to a industry-specific field assessment program module for enabling the field assessor to execute at least one of the following field assessments;

construction industry project analysis, HVAC system analysis;

project management, equipment readiness, system and equipment troubleshooting, remote inventory tracking and ordering, conducting legal investigations in the field, and multi-users remote function coordination;

executing said program module to conduct the field assessment;

providing field-specific information required by said program module for said program module to render data in support of said field assessment; and

retrieving data through said handheld data management device in support of said field assessment.

10. The method of claim 9, further comprising:

providing data to a remote resource for analysis;

retrieving enhanced data from said remote resource for use in conducting the field assessment.

11. The method of claim 10, wherein data provided to a remote resource is a query message from a field assessor to a remote counselor and enhanced data from said remote resource is a response message provided by said remote counselor in response to said query message.

12. The method of claim 11, wherein said response message includes supporting data files.

13. The method of claim 9, further comprising accessing a remote data resource for retrieving data in support of said assessment.

14. The method of claim 13 wherein said data resource is a third party database accessible over the Internet.

15. The method of claim 9, further comprising:

providing two-way communication between remote computing means and handheld data management devices to facilitate real-time access to remote programs, assistance and/or information related to the field assessment being undertaken by using a handheld data management device user.

16. The method of claim 15, wherein data is provided to said remote resource in the form of a query message from a field assessor to a remote counselor and enhanced data from said remote resource is a response message provided by said remote counselor in response to said query message.

17. The method of claim 16, wherein said response message includes supporting data files.

18. The method of claim 9, further comprising:

accessing a remote data resource for retrieving data in support of said assessment.

19. The method of claim 18 wherein said data resource is a third party database accessible over the Internet.

20. The method of claim 9, further comprising:

providing data to a remote resource for analysis;

retrieving enhanced data from said remote resource for use in conducting the field assessment.

21. The method of claim 20, wherein data provided to a remote resource is a query message from a field assessor to a remote counselor and enhanced data from said remote resource is a response message provided by said remote counselor in response to said query message.

22. The method of claim 21, wherein said response message includes supporting data files.

23. The method of claim 9, further comprising:

accessing a remote data resource for retrieving data in support of said assessment.

24. The method of claim 23 wherein said data resource is a third party database accessible over the Internet.

25. The method of claim 9, further comprising:

providing two-way communication between remote computing means and handheld data management devices to facilitate real-time access to remote programs, assistance and/or information related to the field assessment being undertaken by using a handheld data management device user.

26. The method of claim 25, wherein data is provided to said remote resource in the form of a query message from a field assessor to a remote counselor and enhanced data from said remote resource is a response message provided by said remote counselor in response to said query message.

27. The method of claim 26, wherein said response message includes supporting data files.

28. A method of conducting an assessment of a field problem by an assessor utilizing a handheld data management device, comprising:

obtaining direction to a field problem to conduct a field assessment for at least one of;

construction industry project analysis, HVAC system analysis;

project management, equipment readiness, system and equipment troubleshooting, remote inventory tracking and ordering, conducting legal investigations in the field, and multi-users remote function coordination using positioning and navigation means provided through said handheld data management device;

starting an assessment program associated with the field problem;

providing specific information required by the assessment program and related to the field problem;

analysis of said specific information by said handheld data management device; and

rendering output by said handheld data management device for use in support of said field problem.

29. The method of claim 28, further comprising identifying the field problem by providing information of at least one of customer identity, problem location, assessment date.

30. The method of claim 28, wherein if said problem is a construction appraisal said method further comprises providing information of at least one of customer identity, problem location, assessment date, project start date.

31. A method utilizing a handheld data management device for remote inventory management, comprising:

starting an inventory program from a handheld data management device, said program used to ensure that the proper inventory will be provided to the handheld data management device user prior to the user undertaking a daily field service schedule;

enabling the user to identifying service schedule requirements;

enabling the user to synchronize the schedule with inventory data stored in a server wirelessly accessible by said handheld data management device;

said handheld management device adapted to conduct in cooperation with the server an assessment of service schedule requirements and available inventory; and

providing the user with inventory availability status through the handheld data management device that is based on inventory needs identified in said service schedule.

32. The method of claim 31 wherein inventory needed and available for said service schedule are reserved through said program and said server to an inventory supplier, wherein needed inventory is available to the user for scheduled service calls.