Visualizers for change management system

• US 8,543,443 B2
• Filed: 08/17/2007
• Issued: 09/24/2013
• Est. Priority Date: 08/17/2007
• Status: Active Grant

• Current Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Original Assignee: Microsoft Corporation
• Inventors: Keane, Thomas, Ontaneda, Marisol, Martino, Thomas N., Cain, Nigel Graham
• Primary Examiner(s): Rines, David
• Application Number:
  US11/840,412
• Publication Number:
  US 20090048881A1
• Time in Patent Office: 2,230 Days
• Field of Search: 705 711- 742
• US Class Current: 705/7.27
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/0633 Workflow analysis

Abstract

A change management system may use a phased status indicator that may illustrate several phases of a change request and a current status for each phase of a change management lifecycle. Additionally, a group of change requests may be displayed in a linked manner showing various relationships between change requests. The status indicator and linked display may be used together or separately to illustrate the status of various change requests and within interactive displays of change request data.

Claims

1. At a computer device, the computer device including a display, a method for visually conveying status for a multi-stage change management item, said method comprising:

accessing change management data for said multi-stage change management item from a change management database, said multi-stage change management item defining a plurality of stages for a process;

in response to accessing the change manage data, for each stage in said plurality of stages;

assigning a stage identifier icon for said stage;

defining a completed status icon to display along with said stage identifier icon to visually indicate that said stage has completed;

defining a not yet started status icon to display along with said stage identifier icon to visually indicate that said stage has not yet started;

for at least one stage in said plurality of stages, defining one or more additional icons displayable along with said stage identifier icon for said at least one stage, each of said one or more additional icons for visually indicating a corresponding additional status for said at least one stage when said at least one stage is the current stage;

the computer device analyzing said change management data to identify a current stage for said multi-stage change management item and to identify a current status for said current stage;

the computer device forming a set of stage identifier icon and status icon combinations representing the state of the multi-stage change management item, including;

assigning a status icon corresponding to said identified current status to said stage identifier icon for said identified current stage;

assigning said completed icon to said stage identifier icon for any completed stages; and

assigning said not yet started icon to said stage identifier icon for any stages that have yet to be started; and

displaying said set of stage identifier icon and status icon combinations at said display to visually convey the state of the multi-stage change management item.

2. The method of claim 1 further comprising grouping said set of stage identifier icon and status icon combinations into a single graphical element.

3. The method of claim 1 further comprising:

identifying at least one activity for said set of stage identifier icon and status icon combinations; and

providing a mechanism by which a user may perform said activity by interacting with said set of stage identifier icon and status icon combinations.

4. The method of claim 3, said mechanism comprising interacting with at least a portion of said sequential status icons.

5. The method of claim 1, wherein defining one or more additional icons to display along with said stage identifier icon comprises defining:

an in process status icon, an on-hold status icon, and a rejected icon.

6. The method of claim 1, wherein analyzing said change management data to identify a current stage for said multi-stage change management item and to identify a current status for said current stage comprises identifying one of said at least one stages as the current stage;

and

wherein assigning a status icon for said identified current status to said stage identifier icon for said identified current stage comprises assigning one of the additional status icons to said one of at said at least one stages.

7. A system comprising:

a change management database comprising change management items;

a display device; and

a rendering system adapted to;

access change management data for a multi-stage change management item from a change management database, said multi-stage change management item defining a plurality of sequential stages for a process, stages in the plurality of sequential stages representing a lifecycle for the multi-stage change management item, the lifecycle to be performed sequentially in a defined order from a first stage to a last stage;

for each stage in said plurality of sequential stages;

assign a stage identifier icon for said stage;

define a completed status icon to display along with said stage identifier icon to visually indicate that said stage has completed;

define a not yet started status icon to display along with said stage identifier icon to visually indicate that said stage has not yet started;

for one stage in said plurality of stages, define one or more additional status icons displayable along with said stage identifier icon for said one stage, each of said one or more additional icons for visually indicating a corresponding additional status for said one stage when said one stage is the current stage;

analyze said change management data to identify a current stage for said multi-stage change management item and to identify a current status for said current stage;

form a set of stage identifier icon and status icon combinations representing progression through the lifecycle, including;

assigning a status icon for the identified current status to said stage identifier icon for said identified current stage;

assigning said completed icon to said stage identifier icon for any completed stages; and

assigning said not yet started icon to said stage identifier icon for any stages that have yet to be started; and

render said set of stage identifier icon and status icon combinations at said display to visually convey the progression through the lifecycle.

8. The system of claim 7 further comprising:

an interactive display adapted to;

display said set of stage identifier icon and status icon combinations;

identify an action relating to one of said change management items; and

provide an interactive mechanism by which a user may perform said action by interacting with a portion of said set of stage identifier icon and status icon combinations that corresponds with said one of said change management items.

9. The system of claim 8, said change management items comprising change requests.

10. The system of claim 8, said change management items comprising relationships.

11. The system of claim 10, said relationships comprising at least one of a group composed of:

a sequential dependency;

a parallel dependency;

a parent/child dependency; and

a hierarchical dependency.

12. At a computer device, the computer device including a display, a method for visually conveying status for a set of multi-stage change management items, said method comprising:

accessing change management data for said set of multi-stage change management items, said set of multi-stage change management items having at least one relationship defined between different change management items, each multi-stage management item in said set of multi-stage change management items defining a plurality of stages for a process;

for each multi-stage management item;

for each stage in said plurality of stages;

assigning a stage identifier icon for said stage;

defining a completed status icon to display along with said stage identifier icon to visually indicate that said stage has completed;

defining a not yet started status icon to display along with said stage identifier icon to visually indicate that said stage has not yet started;

for at least one stage in said plurality of stages, define one or more additional status icons displayable along with said stage identifier icon for said at least one stage, each of said one or more additional icons for visually indicating a corresponding additional status for said at least one stage when said at least one stage is the current stage;

the computer device analyzing said change management data to identify a current stage for said multi-stage change management item and to identify a current status for said current stage; and

the computer device forming a set of stage identifier icon and status icon combinations representing the state of the multi-stage change management item, including;

assigning a status icon for the identified current status to said stage identifier icon for said identified current stage;

assigning said completed icon to said stage identifier icon for any completed stages; and

assigning said not yet started icon to said stage identifier icon for any stages that have yet to be started; and

displaying said sets of stage identifier icon and status icon combinations at said display to visually convey the state of and relationships between the set of multi-stage change management items.

13. The method of claim 12 further comprising:

identifying an action relating to one of said change management items; and

providing an interactive mechanism by which a user may perform said action by interacting with a portion of said displayed sets of stage identifier icon and status icon combinations.

14. The method of claim 13, said interactive mechanism comprising using a pointing device.

15. The method of claim 12, said change management items comprising change requests.

16. The method of claim 12, said change management items comprising relationships.

17. The method of claim 16, said relationships comprising at least one of a group composed of:

a sequential dependency;

a parallel dependency;

a parent/child dependency; and

a hierarchical dependency.

18. The method of claim 12, said displayed sets of stage identifier icon and status icon combinations comprising status indicia for at least one of said change management items.

19. The method of claim 12, wherein defining one or more additional icons to display along with said stage identifier icon comprises defining:

an in process status icon, an on-hold status icon, and a rejected icon.