Method and system for automated generation of a requested report in a computer system

• US 7,113,933 B1
• Filed: 11/07/2002
• Issued: 09/26/2006
• Est. Priority Date: 11/07/2002
• Status: Expired due to Fees

• Current Assignee: Ameriprise Financial, Inc.
• Original Assignee: Ameriprise Financial, Inc.
• Inventors: Imholte, Laura M.
• Primary Examiner(s): Le, Debbie M.
• Application Number:
  US10/289,599
• Time in Patent Office: 1,419 Days
• Field of Search: 705 8- 11, 707 1- 3, 707/10, 707100-102, 707/104.1
• US Class Current: N/A
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/063114 Status monitoring or status determination for a person or group
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: Y10S 707/99931 Database or file accessing
• CPC Class Codes: Y10S 707/99939 Privileged access

Abstract

There is provided a method and system for efficiently generating administrative reports in an automated manner and for enabling users, who contributing to the reports, to create and store task, goal, progress and performance related descriptions, of varying complexity and detail, in a central database location from which appropriate task, goal and progress descriptions can be selectively retrieved for use in a desired periodic report for use in workload and performance management. This method and system frees up full time employees from the time consuming work of repeatedly preparing descriptions and information for workload and performance reports and substantially eliminates rework for administrative assistant who often consolidate and compile reports.

Claims

1. A computer implemented method for generating a workload report and a performance report comprising the steps of:

prompting a user to enter information comprising task, goal and progress data into a first set of corresponding plurality of data fields indicative of a first level of detail, wherein said first level of detail includes detail level data related to at least one of task description goal description, task priority, goal progress, task progress, weekly report data, bi-weekly report data, monthly report data, quarterly report data, mid-year report data, year-end report data, mid-year review data, and year-end review data;

prompting said user to enter said information into a second set of corresponding plurality of data fields indicative of a second level of detail, wherein said second level of detail includes summary level data relating to at least one of task description, goal description, task priori, goal progress, task progress, weekly report data, bi-weekly report data, monthly report data, quarterly report data, mid-year report data, year-end report data, mid-year review data, and year-end review data;

creating a first unique user record for said user comprising said first set of corresponding plurality of data fields and said second set of corresponding plurality of data fields;

storing said first unique user record in a centralized location, said first unique user record being editable by a selected subset of a plurality of users;

retrieving at least one of said first set of corresponding plurality of data fields and said second set of corresponding plurality of data fields from said first unique user record based on a level of detail indicated by at least one of said user and said plurality of users;

using said at least one of said first set of corresponding plurality of data fields and said second set of corresponding plurality of data fields to automatically generate said workload report and said performance report in response to a request made by said at least one of said user and said plurality of users; and

enabling said at least one of said user and said plurality of users to subsequently select said first unique user record to automatically create a second unique user record.

2. The method of claim 1, wherein said workload report includes information relating to the current and projected tasks assigned to a selected one of said plurality of users.

3. The method of claim 1, wherein said performance report includes information relating to the status, priority and progress of tasks assigned to a selected one of said plurality of users.

4. The method of claim 1, wherein said performance report includes information relating to the progress toward predetermined goals for a selected one of said plurality of users.

5. The method of claim 1, wherein said selected subset of said plurality of users includes a plurality of predefined authorized users.

8. The method of claim 1, wherein said performance report includes information relating to the status, priority and progress of tasks assigned to a selected one of said plurality of users.

6. A computer readable medium bearing instructions for generating a workload report and a performance report, the instructions, when executed, being arranged to cause at least one processor to perform the steps of:

prompting a user to enter information comprising task, goal and progress data into a first set of corresponding plurality of data fields indicative of a first level of detail, wherein said first level of detail includes detail level data related to at least one of task description goal description, task priority goal progress, task progress, weekly report data, bi-weekly report data monthly report data quarterly report data, mid-year port data, year-end report data mid-year review data, and year-end review data;

prompting said user to enter said information into a second set of corresponding plurality of data fields indicative of a second level of detail, wherein said second level of detail includes summary level data relating to at least one of task description, goal description, task priority, goal progress, task Progress, weekly report data bi-weekly report data, monthly report data, quarterly report data, mid-year report data, year-end report data, mid-year review data, and year-end review data;

creating a first unique user record for said user comprising said first set of corresponding plurality of data fields and said second set of corresponding plurality of data fields;

storing said first unique user record in a centralized location, said first unique user record being editable by a selected subset of a plurality of users;

retrieving at least one of said first set of corresponding plurality of data fields and said second set of corresponding plurality of data fields from said first unique user record based on a level of detail indicated by at least one of said user and said plurality of users;

using said at least one of said first set of corresponding plurality of data fields and said second set of corresponding plurality of data fields to automatically generate a said workload report and said performance report in response to a request made by said at least one of said user and said plurality of users; and

enabling said at least one of said user and said plurality of users to subsequently select said first unique user record to automatically create a second unique user record.

7. The computer readable medium of claim 6, wherein said workload report includes information relating to the current and projected tasks assigned to a selected one of said plurality of users.

9. The computer readable medium of claim 6, wherein said performance report includes information relating to the progress toward predetermined goals for a selected one of said plurality of users.

10. The computer readable medium of claim 6, wherein said selected subset of said plurality of users includes a plurality of predefined authorized users.