System and method for organizational and personal portfolio
First Claim
1. A computer-based, automated organizational and personal portfolio management system for aggregation, storage, and retrieval of professional development data for an employee-based organization, comprising:
- a processor;
a computer repository coupled to the processor;
a memory configured to store program instructions executable by the processor to implement at least two professional development software engines comprising;
a professional development definitions engine configured to provide a user with a collection of one or more interface pages that enable users to add, view, update, and delete professional development data; and
a professional development reporting engine configured to access a collection of metadata items stored in database descriptor tables, wherein users can select from the metadata items to control the scope of professional development data included in two or more different reports;
wherein the program instructions are further executable by the processor to implement a method comprising;
establishing on the computer system or the computer repository, and by using the professional development definitions engine, two or more professional development data portfolios, wherein each of at least two of the professional development data portfolios is associated with a different employee of the employee-based organization;
collecting, into at least two of the professional development data portfolios, professional development data for at least two of the employees of the organization associated with the portfolio;
aggregating at least two of the professional development data portfolios, the aggregating including professional development data of two or more of the employees of the organization; and
generating, for at least one aggregation of professional development data portfolios that includes professional development data for at least two employees of the organization, two or more organizational-level professional development reports, wherein at least one of the organizational-level professional development reports includes data for the at least two of the employees that is different than the data included in at least one other of the organizational-level professional development reports for the at least two employees.
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Abstract
An intelligent and automated system and method for establishment, collection, and maintaining of organizational and personal portfolios. In relationship to the present invention the term intelligent refers to the systems program structure which facilitates simple user entry while performing complex operations and manipulations, transparent to the individual. The term automated relates to the structured computer algorithms implementing the present system. Additionally, users may customize interfaces and functions to improve their interactions with the present invention. Also multiple selected copies may be collected into repositories as the user desires. The present system functionality is offered as a complete package with hardware and software available through any internet connection. The combination of native code with design patterns to isolate repeated elements improves reliability and stability of system operation.
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Citations
47 Claims
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1. A computer-based, automated organizational and personal portfolio management system for aggregation, storage, and retrieval of professional development data for an employee-based organization, comprising:
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a processor; a computer repository coupled to the processor; a memory configured to store program instructions executable by the processor to implement at least two professional development software engines comprising; a professional development definitions engine configured to provide a user with a collection of one or more interface pages that enable users to add, view, update, and delete professional development data; and a professional development reporting engine configured to access a collection of metadata items stored in database descriptor tables, wherein users can select from the metadata items to control the scope of professional development data included in two or more different reports; wherein the program instructions are further executable by the processor to implement a method comprising; establishing on the computer system or the computer repository, and by using the professional development definitions engine, two or more professional development data portfolios, wherein each of at least two of the professional development data portfolios is associated with a different employee of the employee-based organization; collecting, into at least two of the professional development data portfolios, professional development data for at least two of the employees of the organization associated with the portfolio; aggregating at least two of the professional development data portfolios, the aggregating including professional development data of two or more of the employees of the organization; and generating, for at least one aggregation of professional development data portfolios that includes professional development data for at least two employees of the organization, two or more organizational-level professional development reports, wherein at least one of the organizational-level professional development reports includes data for the at least two of the employees that is different than the data included in at least one other of the organizational-level professional development reports for the at least two employees. - View Dependent Claims (3, 6, 7, 8, 9)
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2. The system of 1, wherein the program instructions are further executable by the processor to implement:
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enabling access, by a first audience, to a first one of the two or more organizational-level professional development reports; and enabling access, by a second audience that is different from the first audience, to a second one of the organizational-level professional development reports.
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4. The system of 1, wherein collecting, into at least one of the portfolios, professional development data for the employee of the organization associated with the portfolio comprises uploading to the computer system one or more documents or images evidencing professional development of the employee.
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5. The system of 4, wherein the program instructions are further executable by the processor to implement:
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linking, by the computer system, at least one of the one or more uploaded documents or images evidencing professional development with at least one item that has been entered by the user; and searching by keyword, on the computer system, for the at least one linked uploaded document or image.
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10. A computerized method of aggregation, storage, and retrieval of professional development data for an employee-based organization on an automated organizational and personal portfolio management system, comprising:
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providing a computer system configured to implement at least two professional development software engines, wherein at least two of the professional development software engines include; a professional development definitions engine configured to provide a user with a collection of one or more interface pages that enable users to add, view, update, and delete professional development data; and a professional development reporting engine configured to access a collection of metadata items stored in database descriptor tables, wherein users can select from the metadata items to control the scope of professional development data included in two or more different reports; providing a computer data repository coupled to, or as part of, the computer system; establishing on the computer system or the computer repository, and by using the professional development definitions engine, two or more professional development data portfolios, wherein each of at least two of the professional development data portfolios is associated with a different employee of the employee-based organization; the computer system collecting, into at least two of the professional development data portfolios, professional development data for at least two of the employees of the organization associated with the portfolio; the computer system aggregating at least two of the professional development data portfolios, the aggregating including professional development data of two or more of the employees of the organization; and the computer system generating, for at least one aggregation of professional development data portfolios that includes professional development data for at least two employees of the organization, two or more organizational-level professional development reports, wherein each of at least one of the organizational-level professional development reports includes data for the at least two of the employees that is different than the data included in at least one other of the organizational-level professional development reports for the at least two employees. - View Dependent Claims (11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31)
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32. A computer-based, automated organizational and personal portfolio management system for aggregation, storage, and retrieval of professional development data for an employee-based health care provider, comprising:
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a processor; a computer repository coupled to the processor; a memory configured to store program instructions executable by the processor to implement at least two professional development software engines comprising; a professional development definitions engine configured to provide a user with a collection of one or more interface pages that enable users to add, view, update, and delete professional development data, wherein the professional development definitions engine is further configured to receive keywords defined by a user and to correlate the user-defined keywords with specific careers, objectives, goals, licenses, certifications, credentials, training, or experience; and a professional development reporting engine configured to access a collection of metadata items stored in database descriptor tables, wherein users can select from the metadata items to control the scope of professional development data included in two or more different reports; wherein the program instructions are further executable by the processor to implement a method comprising; establishing on the computer system or the computer repository, and by using the professional development definitions engine, two or more professional development data portfolios, wherein each of at least two of the professional development data portfolios is associated with a different employee of the health care provider; collecting, into at least two of the professional development data portfolios, professional development data for at least two of the employees of the health care provider associated with the portfolio, wherein collecting, into at least one of the portfolios, professional development data for the employee of the organization associated with the portfolio comprises uploading to the computer system one or more documents or images evidencing professional development of the employee; aggregating at least two of the professional development data portfolios, the aggregating including professional development data of two or more of the employees of the health care provider; and generating, for at least one aggregation of professional development data portfolios that includes professional development data for at least two employees of the health care provider, two or more organizational-level professional development reports, wherein at least one of the organizational-level professional development reports includes data for the at least two of the employees that is different than the data included in at least one other of the organizational-level professional development reports for the at least two employees.
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33. A computerized method of aggregation, storage, and retrieval of professional development data on an automated organizational and personal portfolio management system, comprising:
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providing a computer system configured to implement at least two professional development software engines, wherein at least two of the professional development software engines include; a professional development definitions engine configured to provide a user with a collection of one or more interface pages that enable users to add, view, update, and delete professional development data, wherein the professional development definitions engine is further configured to receive keywords defined by a user and to correlate the user-defined keywords with specific careers, objectives, goals, licenses, certifications, credentials, training, or experience; and a professional development reporting engine configured to access a collection of metadata items stored in database descriptor tables, wherein users can select from the metadata items to control the scope of professional development data included in two or more different reports; providing a computer data repository coupled to, or as part of, the computer system; establishing on the computer system or the computer repository, and by using the professional development definitions engine, two or more professional development data portfolios, wherein each of at least two of the professional development data portfolios is associated with a different employee of the health care provider; the computer system collecting, into at least two of the professional development data portfolios, professional development data for at least two of the employees of the health care provider associated with the portfolio, wherein collecting, into at least one of the portfolios, professional development data for the employee of the organization associated with the portfolio comprises uploading to the computer system one or more documents or images evidencing professional development of the employee; the computer system aggregating at least two of the professional development data portfolios, the aggregating including professional development data of two or more of the employees of the health care provider; and the computer system generating, for at least one aggregation of professional development data portfolios that includes professional development data for at least two employees of the health care provider, two or more organizational-level professional development reports, wherein at least one of the organizational-level professional development reports includes data for the at least two of the employees that is different than the data included in at least one other of the organizational-level professional development reports for the at least two employees.
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34. A computer-based, automated organizational and personal portfolio management system for aggregation, storage, and retrieval of professional development data, comprising:
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a processor; a computer repository coupled to the processor; a memory configured to store program instructions executable by the processor to implement at least two professional development software engines comprising; a professional development definitions engine configured to provide a user with a collection of one or more interface pages that enable users to add, view, update, and delete professional development data, wherein the professional development definitions engine is further configured to receive keywords defined by a user and to correlate the user-defined keywords with specific careers, objectives, goals, licenses, certifications, credentials, training, or experience; and a professional development reporting engine configured to access a collection of metadata items stored in database descriptor tables, wherein users can select from the metadata items to control the scope of professional development data included in two or more different reports; wherein the program instructions are further executable by the processor to implement a method comprising; establishing on the computer system or the computer repository, and by using the professional development definitions engine, one or more personal professional development data portfolios associated with an individual; and collecting, into at least one of the personal professional development data portfolios, professional development data for the individual associated with the portfolio, wherein collecting, into at least one of the personal professional development data portfolios, personal professional development data for the individual associated with the portfolio comprises uploading to the computer system one or more documents or images evidencing professional development of the individual. - View Dependent Claims (35, 36, 37, 38, 39, 40)
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41. A computerized method of aggregation, storage, and retrieval of professional development data on an automated organizational and personal portfolio management system, comprising:
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providing a computer system configured to implement at least two professional development software engines, wherein at least two of the professional development software engines include; a professional development definitions engine configured to provide a user with a collection of one or more interface pages that enable users to add, view, update, and delete professional development data, wherein the professional development definitions engine is further configured to receive keywords defined by a user and to correlate the user-defined keywords with specific careers, objectives, goals, licenses, certifications, credentials, training, or experience; and a professional development reporting engine configured to access a collection of metadata items stored in database descriptor tables, wherein users can select from the metadata items to control the scope of professional development data included in two or more different reports; providing a computer data repository coupled to, or as part of, the computer system; establishing on the computer system or the computer repository, and by using the professional development definitions engine, one or more personal professional development data portfolios associated with an individual; and collecting, into at least one of the personal professional development data portfolios, professional development data for the individual associated with the portfolio, wherein collecting, into at least one of the personal professional development data portfolios, personal professional development data for the individual associated with the portfolio comprises uploading to the computer system one or more documents or images evidencing professional development of the individual. - View Dependent Claims (42, 43, 44, 45, 46, 47)
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Specification