Project docket management apparatus and method

• US 6,970,842 B1
• Filed: 06/29/2001
• Issued: 11/29/2005
• Est. Priority Date: 03/21/2000
• Status: Expired due to Term

• Current Assignee: CPA Global LLC, IPsoft Incorporated
• Original Assignee: Halo Management, LLC
• Inventors: Ashby, David C.
• Primary Examiner(s): ELISCA, PIERRE E
• Application Number:
  US09/897,593
• Time in Patent Office: 1,614 Days
• Field of Search: 707/10, 707/1, 705/26, 705/8, 705/38, 705/64, 705/67, 705/75, 709/217, 713/166
• US Class Current: 705/38
• CPC Class Codes: G05B 2219/24159 Several levels of security, passwords
• CPC Class Codes: G05B 2219/24167 Encryption, password, user access privileges
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 20/3674 involving authentication
• CPC Class Codes: G06Q 40/03 Credit; Loans; Processing thereof

Abstract

An exemplary embodiment of a project docket management apparatus includes a processor configured to execute a control program and communicate with a user. In a typical aspect, the processor is located in a server computer. The user is one of the personnel assigned to a given project and has authorization to log into the server and access a database of records. The user communicates with the processor to selectively add, edit, modify and delete project records depending on his access level. If the user is an administrator, he has full control over the database records. If the user has a lower access level, he may only be able to view records, for example. The apparatus further includes a notification structure that periodically distributes information to project personnel based on predefined dates or activities. For example, the project personnel may be notified by e-mail when a date deadline is approaching, or when an action has been authorized or completed. Advantages of the invention include the ability provide flexibility and capabilities of managing tasks, events and due dates, while communicating the updated information to all necessary project personnel. In addition, the ability to control access to authorized personnel at various levels allows users to selectively add, edit, modify and delete project records depending on their access level. Finally, the ability to selectively notify the project personnel based on predefined dated or activities keeps all personnel up to date on the project.

Claims

1. A project docket management apparatus comprising:

a control structure including a processor configured to execute a control program and communicate with a user;

a memory coupled to the processor and configured to store a plurality of records associated with a project, and a plurality of records storing attributes including access levels associated with a plurality of users;

an authorization structure coupled to the processor and configured to selectively allow the users to log into the control structure and access the records to selectively add, modify and read project records depending on the users'"'"' access levels, the authorization structure including administrative access control that allows selectively granting access levels to users; and

a communication structure coupled to the processor including a notification structure configured to periodically distribute information to users based on predefined criteria including dates or activities.

2. The apparatus of claim 1, wherein:

the authorization structure provides the ability for a user with an administrative access level to add and modify users and their respective attributes including access levels.

3. The apparatus of claim 1, wherein:

the notification structure is configured to notify a predetermined group of users in advance of a predetermined deadline based at least in part on the users'"'"' attributes.

4. The apparatus of claim 1, further comprising:

an approval structure coupled to the processor and configured to receive an approval from a client user regarding a predetermined task, and to notify appropriate users to perform the predetermined task.

5. The apparatus of claim 1, wherein:

the memory is configured to store documents along with attributes including a date stamp; and

the communication structure is configured to electronically publish a document on the Internet and display the date stamp attribute associated therewith.

6. The apparatus of claim 1, further comprising:

a contract administrator structure configured to store agreed upon contract terms and an agreed upon a payment plan and deliverable plan between a buyer of a predetermined service and a seller of a predetermined service;

an escrow structure configured to record a deposit representing an amount of money in an escrow account, according to the agreed upon payment plan; and

wherein the escrow structure is configured to record a deliverable representing the seller performing the predetermined service, and when the deliverable is delivered to and approved by the buyer, to transfer from the escrow account the amount or money equal to the agreed upon payment plan.

7. The apparatus of claim 6, wherein:

the communication structure is configured to decode electronic communications to determine dates relevant to the communication; and

the control structure is configured to docket the dates.

8. The apparatus of claim 7, wherein:

the notification structure is configured to notify a predetermined group of users in advance of predetermined deadlines.

9. The apparatus of claim 7, further comprising:

an approval structure coupled to the processor and configured to receive an approval from a client user regarding a predetermined task, and to notify appropriate users to perform the predetermined task.

10. The apparatus of claim 9, wherein:

the notification structure is configured to notify a predetermined group of users in advance of predetermined deadlines.

16. The apparatus of claim 1, wherein:

the control structure is configured to synchronize records with a remote computer by flagging downloaded records sent to the remote computer, and at a later time, comparing any uploaded records received from the remote computer, and reconciling the records.

17. The apparatus of claim 16, wherein:

the notification structure is configured to notify a predetermined group of users in advance of a predetermined deadline based at least in part on the users'"'"' attributes.

11. A project docket management apparatus comprising:

a control structure including a processor configured to execute a control program and communicate with a user;

a memory coupled to the processor and configured to store a plurality of records associated with a project, and a plurality of records storing attributes including access levels associated with a plurality of users;

an authorization structure coupled to the processor and configured to selectively allow the users to log into the control structure and access the records to selectively add, modify and read project records depending on the users'"'"' access levels; and

a communication structure coupled to the processor including a notification structure configured to periodically distribute information to users based on predefined criteria including dates;

wherein the communication structure includes an electronic filing structure configured to electronically file a document with another computer system; and

wherein the memory is configured to store attributes of the document including a date stamp.

12. The apparatus of claim 11, wherein:

the communication structure is configured to decode electronic communications to determine dates relevant to the communication; and

the control structure is configured to docket the dates.

13. The apparatus of claim 12, wherein:

the notification structure is configured to notify a predetermined group of users in advance of a predetermined deadline based at least in part on the users'"'"' attributes.

14. The apparatus of claim 12, further comprising:

an approval structure coupled to the processor and configured to receive an approval from a client user regarding a predetermined task, and to notify appropriate users to perform the predetermined task.

15. The apparatus of claim 14, wherein:

the notification structure is configured to notify a predetermined group of users in advance of a predetermined deadline based at least in part on the users'"'"' attributes.

18. A project docket management apparatus comprising:

a server structure including a processor configured to execute a control program and communicate with a user;

a memory coupled to the processor and configured to store a plurality of records associated with a project, and a plurality of records storing attributes including access levels associated with a plurality of users;

an authorization structure coupled to the processor and configured to selectively allow the users to log into the server structure and access the records to selectively add, modify and read project records depending on the users'"'"' access levels, the authorization structure including administrative access control that allows selectively granting access levels to users; and

a communication structure coupled to the processor including a notification structure configured to periodically distribute information to users based on predefined criteria including dates or activities.

19. The apparatus of claim 18, wherein:

the authorization structure provides the ability for a user with an administrative access level to add and modify users and their respective attributes including access levels.

20. The apparatus of claim 18, wherein:

the notification structure is configured to notify a predetermined group of users in advance of a predetermined deadline based at least in part on the users'"'"' attributes.

21. The apparatus of claim 18, further comprising:

an approval structure coupled to the processor and configured to receive an approval from a client user regarding a predetermined task, and to notify appropriate users to perform the predetermined task.

22. The apparatus of claim 18, wherein:

the memory is configured to store documents along with attributes including a date stamp; and

the communication structure is configured to electronically publish a document on the Internet and display the date stamp attribute associated therewith.