Automating document reviews in a project management system

• US 7,302,674 B1
• Filed: 08/06/2003
• Issued: 11/27/2007
• Est. Priority Date: 11/26/2002
• Status: Active Grant

• Current Assignee: Google LLC (Alphabet Inc.)
• Original Assignee: Unisys Corporation
• Inventors: Gladieux, Ted Franklin, Sadhu, Avinash
• Primary Examiner(s): Ingberg; Todd
• Application Number:
  US10/636,923
• Time in Patent Office: 1,574 Days
• Field of Search: 717/101, 705/9, 715/511, 707/104.1
• US Class Current: 717/101
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: Y10S 707/99945 Object-oriented database structure processing
• CPC Class Codes: Y10S 707/99948 Application of database or data structure, e.g. distributed, multimedia, or image

Abstract

An embodiment of the present invention is a technique to automate document review in a project management tool. The review information on a document review is stored in a repository. The document review is associated to a project in a project management system. The document review is processed using the review information. A notification of the document review is sent.

Claims

1. A method comprising:

redirecting a user of a portal to an application server;

processing a document review by the user in the application server using review information stored in a repository, the document review being associated with a project module in a project management application and corresponding to a document review task in a daemon utility program running on the portal; and

sending a notification of the document review via a mail server.

2. The method of claim 1 wherein the document review is one of an upcoming, on-going, and completed document review, and the review information includes at least one of a review association, a document review type, a person type, a project type, a published document type, and a reviewer type.

3. The method of claim 1 wherein processing comprises:

selecting a project from a project list;

identifying a reviewer;

specifying a review date;

reviewing the review data; and

confirming the document review.

4. The method of claim 3 wherein identifying the reviewer comprises:

selecting an item type being one of a project role, a person, and an e-mail address;

specifying one of a reviewer name, a reviewer role, and a reviewer email address; and

selecting a reviewer type being one of an approver, a required reviewer, and an optional reviewer.

5. The method of claim 3 wherein identifying the reviewer further comprises:

selecting the reviewer based on one of the project role associated with the project, a list of project members, and a list of portal members.

6. The method of claim 3 wherein specifying the review date comprises:

specifying one of a review start date, a first reviewer reminder date, a second reviewer reminder date, a review comments due date, an author'"'"'s response due date, and an approval due date.

7. The method of claim 3 wherein processing further comprises:

signing off on completion of review; and

reviewing status of the completion.

8. The method of claim 1 wherein sending the notification comprises:

sending the notification being one of a start review notification, a review started notification, a review status change notification, an optional first reviewer reminder notification, an optional second reviewer reminder notification, an end of review to optional reviewer notification, an end of review to required reviewer notification, an end of review to approver notification, an end of review to author notification, and an end of response and modification period notification.

9. The method of claim 8 wherein sending the notification comprises:

determining if the notification is due to be sent;

obtaining notification information on the notification, the notification information including a list of recipients and at least one of a project name, a document title, an author'"'"'s name, aid an author'"'"'s e-mail address;

logging the notification and the list of recipients; and

calling a notifications service using the notification.

10. The method of claim 1 wherein processing the document review comprises:

processing the document review using a Java Server Page (JSP) page.

11. An article of manufacture comprising:

a machine-accessible medium including data that, when accessed by a machine, causes the machine to perform operations comprising;

redirecting a user of a portal to an application server;

processing a document review by the user in the application server using review information stored in a repository, the document review being associated with a project module in a project management application and corresponding to a document review task in a daemon utility program running on the portal; and

sending a notification of the document review via a mail server.

12. The article of manufacture of claim 11 wherein the document review is one of an upcoming, on-going, and completed document review, and the review information includes at least one of a review association, a document review type, a person type, a project type, a published document type, and a reviewer type.

13. The article of manufacture of claim 11 wherein processing comprises wherein the data causing the machine to perform data that, when accessed by the machine, causes the machine to perform operations comprising:

selecting a project from a project list;

identifying a reviewer;

specifying a review date;

reviewing the review data; and

confirming the document review.

14. The article of manufacture of claim 13 wherein identifying the reviewer comprises wherein the data causing the machine to perform data that, when accessed by the machine, causes the machine to perform operations comprising:

selecting an item type being one of a project role, a person, and an e-mail address;

specifying one of a reviewer name, a reviewer role, and a reviewer email address; and

selecting a reviewer type being one of an approver, a required reviewer, and an optional reviewer.

15. The article of manufacture of claim 13 wherein identifying the reviewer further comprises wherein the data causing the machine to perform data that, when accessed by the machine, causes the machine to perform operations comprising:

selecting the reviewer based on one of the project role associated with the project, a list of project members, and a list of portal members.

16. The article of manufacture of claim 13 wherein specifying the review date comprises wherein the data causing the machine to perform data that, when accessed by the machine, causes the machine to perform operations comprising:

specifying one of a review start date, a first reviewer reminder date, a second reviewer reminder date, a review comments due date, an author'"'"'s response due date, and an approval due date.

17. The article of manufacture of claim 13 wherein processing further comprises wherein the data causing the machine to perform data that, when accessed by the machine, causes the machine to perform operations comprising:

signing off on completion of review; and

reviewing status of the completion.

18. The article of manufacture of claim 11 wherein sending the notification comprises wherein the data causing the machine to perform data that, when accessed by the machine, causes the machine to perform operations comprising:

sending the notification being one of a start review notification, a review started notification, a review status change notification, an optional first reviewer reminder notification, an optional second reviewer reminder notification, an end of review to optional reviewer notification, an end of review to required reviewer notification, an end of review to approver notification, an end of review to author notification, and an end of response and modification period notification.

19. The article of manufacture of claim 18 wherein sending the notification comprises wherein the data causing the machine to perform data that, when accessed by the machine, causes the machine to perform operations comprising:

determining if the notification is due to be sent;

obtaining notification information on the notification, the notification information including a list of recipients and at least one of a project name, a document title, an author'"'"'s name, and an author'"'"'s e-mail address;

logging the notification and the list of recipients; and

calling a notifications service using the notification.

20. The article of manufacture of claim 11 wherein processing the document review comprises wherein the data causing the machine to perform data that, when accessed by the machine, causes the machine to perform operations comprising:

processing the document review using a Java Server Page (JSP) page.

21. A system comprising:

a processor; and

a memory coupled to the processor, the memory containing instructions that, when executed by the processor, cause the processor to;

redirect a user of a portal to an application server;

process a document review by the user in the application server using review information stored in a repository, the document review being associated with a project module in a project management application and corresponding to a document review task in a daemon utility program running on the portal; and

send a notification of the document review via a mail server.

22. The system of claim 21 wherein the document review is one of an upcoming, on-going, and completed document review, and the review information includes at least one of a review association, a document review type, a person type, a project type, a published document type, and a reviewer type.

23. The system of claim 21 wherein the instructions causing the processor to process comprises instructions that, when executed by the processor, cause the processor to:

select a project from a project list;

identify a reviewer;

specify a review date;

review the review data; and

confirm the document review.

24. The system of claim 23 wherein the instructions causing the processor to identify the reviewer comprises instructions that, when executed by the processor, cause the processor to:

select an item type being one of a project role, a person, and an e-mail address;

specify one of a reviewer name, a reviewer role, and a reviewer email address; and

select a reviewer type being one of an approver, a required reviewer, and an optional reviewer.

25. The system of claim 23 wherein the instructions causing the processor to identify the reviewer further comprises instructions that, when executed by the processor, cause the processor to:

select the reviewer based on one of the project role associated with the project, a list of project members, and a list of portal members.

26. The system of claim 23 wherein the instructions causing the processor to specify the review date comprises instructions that, when executed by the processor, cause the processor to:

specify one of a review start date, a first reviewer reminder date, a second reviewer reminder date, a review comments due date, an, author'"'"'s response due date, and an approval due date.

27. The system of claim 23 wherein the instructions causing the processor to process further comprises instructions that, when executed by the processor, cause the processor to:

sign off on completion of review; and

review status of the completion.

28. The system of claim 21 wherein the instructions causing the processor to send the notification comprises instructions that, when executed by the processor, cause the processor to:

send the notification being one of a start review notification, a review started notification, a review status change notification, an optional first reviewer reminder notification, an optional second reviewer reminder notification, an end of review to optional reviewer notification, an end of review to required reviewer notification, an end of review to approver notification, an end of review to author notification, and an end of response and modification period notification.

29. The system of claim 28 wherein the instructions causing the processor to send the notification comprises instructions that, when executed by the processor, cause the processor to:

determine if the notification is due to be sent;

obtain notification information on the notification, the notification information including a list of recipients and at least one of a project name, a document title, an author'"'"'s name, and an author'"'"'s e-mail address;

log the notification and the list of recipients; and

call a notifications service using the notification.

30. The system of claim 21 wherein the instructions causing the processor to process the document review comprises instructions that, when executed by the processor cause the processor to:

process the document review using a Java Server Page (JSP) page.