×

Cycle planning tool with event conflict resolution for territory management

  • US 8,560,380 B2
  • Filed: 09/16/2011
  • Issued: 10/15/2013
  • Est. Priority Date: 10/27/2006
  • Status: Active Grant
First Claim
Patent Images

1. A computer-assisted method for electronically creating a schedule plan of events for a representative by replicating one or more previously scheduled events, comprising the steps performed by a machine having a processor and a memory, of:

  • acquiring a source date range into the memory of the machine comprising at least two dates spanning at least two calendar days;

    identifying a set of previously scheduled events within the source date range within the memory of the machine;

    receiving and storing in the memory a target date range input through a user interface;

    testing the target date range for a conflict with any of the previously scheduled events using a process executing in the machine;

    assigning to one or more dates within the received target date range at least a first portion of the set of previously scheduled events to create the schedule plan on calendar dates that tested, using the process executing in the machine, as having an absence of the conflict within a workspace defined in the memory of the machine;

    augmenting the schedule plan by assigning a second portion of the one or more previously scheduled events that tested, using the process executing in the machine, as having the conflict to at least one calendar date outside of the received target date range within the workspace of the machine;

    presenting the workspace to the representative in a calendar view of the user interface;

    accepting any edits made by the representative to the augmented schedule plan in the workspace; and

    posting the schedule plan to a calendar program maintained by the machine in response to a button included in the user interface that is presented to the representative and which commits the schedule plan from the workspace to the calendar program upon the representative'"'"'s interaction with the button and after the step of accepting any edits to the augmented schedule plan in the workspace.

View all claims
  • 1 Assignment
Timeline View
Assignment View
    ×
    ×