Cycle planning tool with event conflict resolution for territory management
First Claim
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.
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Accused Products
Abstract
Electronically creating a schedule plan of events which replicates one or more previously scheduled events. A source date range is acquired into a memory of a machine. A set of previously scheduled events within the source date range is identified. A target date range is received through a user interface. At least a portion of the previously scheduled events is assigned to a date within the received target date range to create the schedule plan. The schedule plan is posted to a calendar. Another method creates a schedule plan on the basis of one or more search criteria used for identifying any match from a database. At least a portion of any matches are assigned a time slot within a target date range of a calendar program.
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Citations
23 Claims
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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:
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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 Dependent Claims (2, 3, 4, 5, 20, 21)
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6. A computer-assisted method for electronically creating a schedule plan of events of a representative, comprising the steps performed by a machine having a processor, a memory, and a database, of:
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acquiring one or more search criteria into the memory of the machine; receiving and storing in the memory a target date range comprising at least two dates spanning at least two calendar days input through a user interface; executing a search of the database on the machine to identify at least one criterion match; assigning to a workspace defined within the memory of the machine at least a portion of any matches to a time slot in a date included among one or more dates within the received target date range to create the schedule plan; for any conflict, augmenting the schedule plan by assigning one or more previously scheduled events to a 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 populating the target date range of a calendar program with the memory assignments in the workspace in response to a button included in the user interface that is presented to the representative and which commits the augmented schedule plan 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 Dependent Claims (7, 8, 9, 10, 11, 22, 23)
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12. A computer-assisted method for electronically creating a schedule plan of events of a representative, comprising the steps performed by a machine having a processor, a memory, and a database, of:
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acquiring one or more search criteria and a source date range comprising at least two dates spanning at least two calendar days for entry into the memory of the machine through a user interface; receiving and storing in the memory a target date range input through the user interface; executing a search of the database on the machine to identify at least one criterion match occurring in the source date range; assigning to a workspace defined within the memory of the machine at least a portion of any matches to a time slot in a date included among one or more dates within the received target date range; for any conflict, augmenting the schedule plan by assigning one or more previously scheduled events to a 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 populating the target date range of a calendar program with the memory assignments in the workspace in response to a button included in the user interface that is presented to the representative and which commits the augmented schedule plan 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 Dependent Claims (13, 14, 15, 16, 17, 18, 19)
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Specification