Resource scheduling and monitoring

• US 8,874,456 B2
• Filed: 05/12/2009
• Issued: 10/28/2014
• Est. Priority Date: 10/23/2003
• Status: Active Grant

• Current Assignee: Kenneth B. Lakritz, Michael J. Frankston
• Original Assignee: Kenneth B. Lakritz, Michael J. Frankston
• Inventors: Lakritz, Kenneth B., Frankston, Michael J.
• Primary Examiner(s): Singh, Gurkanwaljit
• Application Number:
  US12/464,536
• Publication Number:
  US 20090299803A1
• Time in Patent Office: 1,995 Days
• Field of Search: 705/2, 705/7.12, 705/7.14, 705/7.16, 705/7.15, 718/104, 718/107
• US Class Current: 705/7.12
• CPC Class Codes: G06F 9/46 Multiprogramming arrangements
• CPC Class Codes: G06F 9/4881 Scheduling strategies for dispatcher, e.g. round robin, multi-level priority queues
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/06312 Adjustment or analysis of established resource schedule, e.g. resource or task levelling, or dynamic rescheduling
• CPC Class Codes: G06Q 10/06314 Calendaring for a resource
• CPC Class Codes: G06Q 10/06315 Needs-based resource requirements planning or analysis
• CPC Class Codes: G06Q 10/1093 Calendar-based scheduling for persons or groups
• CPC Class Codes: G16H 10/60 for patient-specific data, e.g. for electronic patient records
• CPC Class Codes: H04L 41/00 Arrangements for maintenance, administration or management of data switching networks, e.g. of packet switching networks

Abstract

A resource scheduling system includes a set of resources and associated resource attributes, a representation of resource demands, and a scheduling module for generating a schedule of resource utilization. The representation of resource demands and availability may include information about time slots, calendars, and shifts. A slot is a representation of a demand for one or more individual item. A calendar is a representation of dates when resources are needed. Each shift represents a set of time intervals of resource demands. Additionally, the system keeps track of individual resource availability and preferences and attempts to create a resource utilization schedule that satisfies all constraints generated based on the time slots, calendars, shifts, and resource schedules.

Claims

1. A computer apparatus for implementing a resource scheduling system comprising:

a memory storing;

a set of resources, each resource having associated user-defined attributes, the associated attributes including at least one of a rank, resource cost and skill level,

at least one calendar having a user-specified plurality or temporal intervals representing a pattern of user-specified dates, for utilizing resources,

at least one shift, each shift including a user defined pattern of time periods representing a recurring pattern of time periods for resource utilization;

at least one slot representing resource demand, resource demand being demand for one or more individual resources of the set of resource during at least one user selected shift of the at least one shifts, and

a set of natural language resource constraints of the resources in the set based on the at least one resource and the at least one slot, the natural language resource constraints generated by the user; and

a processor coupled to access the memory and configured to generate a schedule of the resources from the set of resources, the generated schedule utilizing said resources over ones of the plurality of temporal intervals of the calendar that satisfies at least a subset of the resource constraints, the processor forming the schedule by;

(a) eliminating constraints that cannot be satisfied or have no effect and removing resources from slots based on the remaining constraints, (b) having user-defined shifts, each shift representing at least one of the slots of resource demand as associated with certain temporal intervals of the calendar, and (c) assigning said resources to one or more of the user-defined shifts, such as that for a given shift, the assigned resources fulfill resource demand represented by the slots corresponding to the given shift;

wherein the processor;

schedules simultaneously multiple resources of the set, such that the simultaneously scheduled multiple resources fulfill resource demand represented by the slots; and

for resource of the set, allows generation of one schedule of different shifts of the one resource for different slots of demand of the one resource; and

wherein the user-defined shifts are defined by a resource manager.

2. The computer apparatus of claim 1, wherein the scheduling module assigns individual resources to instances of demand for resources represented by the at least one slot and the one or more user-defined shifts.

3. The computer apparatus of claim 1, further comprising:

at least one constraint.

4. The computer apparatus of claim 1, further comprising:

a user interface enabling the user to define at least one attribute with objects, including employees, resources, calendars, shift slots, assignments, and replacements by presenting a range of choices for the type of each attribute, the choices being at least one of an defined list of alpha-numeric strings, numeric values having a defined numerical limits, or a Boolean operator.

5. The computer apparatus of claim 4, wherein the user interface presents a range of choices for each of the at least one additional constraint.

6. The computer apparatus of claim 1, wherein at least one resource of the set of resources has an associated set of time intervals during which the at least one resource is available to be scheduled.

7. The computer apparatus of claim 1, wherein the at least one or more individual resources, the at least one calendar, and the at least one slot are represented as objects.

8. The computer apparatus of claim 7, wherein each object is capable of being switched between active and inactive status.

9. The computer apparatus of claim 7, wherein at least one attribute associated with at least one object is of a numeric and wherein the scheduling module calculates accumulated totals of the at least one attribute in a schedule involving the at least one object.

10. The computer apparatus of claim 7, further comprising:

a user interface for creating and specifying objects.

11. The computer apparatus of claim 1, wherein the scheduling module assigns individual resources to instances of demand for resources represented by the at least one slot.

12. The computer apparatus of claim 1, wherein the scheduling module generates diagnostic information.

13. The computer apparatus of claim 12, wherein the diagnostic information comprises at least one of the following:

information about conflicts between resource demands, information about resource shortages, information about unavailability of a schedule that satisfies all the resource constraints.

14. The computer apparatus of claim 12, wherein the diagnostic information comprises at least one of the following:

information about utilization of the set of resources, informtion about patterns of demand, and information about resource availability.

15. The computer apparatus of claim 1, further comprising:

a user interface for editing the at least one calendar.

16. The computer apparatus of claim 1, further comprising:

an automatic calendar generator that generates a new calendar based on the at least one calendar.

17. The computer apparatus of claim 1, further comprising:

a user interface for graphically displaying a match between the at least one slot representing demand for one or more individual resources and availability of the set of resources, using rectangular array to display time intervals divided among a plurality of classes.

18. The computer apparatus of claim 1, further including a plurality of classes, the plurality of classes comprising one or more of the following classes:

time intervals for which the resource is both available and in demand, time intervals for which said resource is available and not in demand, and time intervals for which the resource is neither available nor in demand.

19. The computer apparatus of claim 1, wherein at least one resource in the set of resource constraints is an optimization constraint.

20. The computer apparatus of claim 1, wherein at least one resource in the set of resource constraints is a conditional constraint.

21. The computer apparatus of claim 1, wherein the scheduling module replaces a doubly-negated clause with a positive equivalent.

22. The computer apparatus of claim 21, wherein the scheduling module uses constraint propagation for generating the schedule of resources of the set of resources utilized over ones of the plurality of temporal intervals.

23. The computer apparatus of claim 22, wherein the scheduling module generates a list of requirement slots and assigns resources to a subset of the requirement slots.

24. The computer apparatus of claim 1, wherein the scheduling module generates a partial schedule satisfying a subset of the resource constraints.

25. The computer apparatus of claim 1, further comprising:

a user interface for designating a generated schedule as accepted and generating a permanent record of the generated schedule.

31. The computer apparatus of claim 1, wherein the resource manager is an employer.

26. A computer-implemented method for resource utilization scheduling, said method comprising:

in at least one hardware processor;

recording, in a memory;

(i) information about a set of resources, each resource having associated user-defined attributes, the associated attributes including at least one of a rank, resource cost, and skill level in a memory, (ii) at least one shift, each shift including a user defined pattern of time periods representing a recurring pattern of time periods for resource utilization, (iii) at least one slot representing resource demand, resource demand being demand for one or more individual resources of the set of resources during at least one user selected shift of the at least one shifts, and (iv) one or more natural language resource constraints of the resources in the set based on the resource demand represented by the at least one slot, the natural language resource constraints generated by the user;

storing in the memory at least one calendar having a user-defined plurality of temporal intervals representing a pattern of user-specified dates for utilizing resources in the set of resources;

generating a schedule of the resources from the set of resources, the generated schedule utilizing said resources over ones of the plurality of temporal intervals of the calendar that satisfies at least a subset of the resource constraints, said generating the schedule being by (a) eliminating constraints that cannot be satisfied or have no effect and removing resources from slots based on the remaining constraints, (b) having user defined shifts, each shift representing at least one of the slots of resource demands as associated with certain temporal intervals of the calendar, and (c) assigning said resources to one or more of the user-defined shifts, such that for a given shift, the assigned resources fulfill resource demand represented by the slots corresponding to the given shift;

wherein generating the schedule;

schedules simultaneously multiple resources of the set, such that the simultaneously scheduled multiple resources fulfill resource demand represented by the slots; and

for one resource of the set, allows generation of one schedule of different shifts of the one resource for different slots of demand of the one resource; and

wherein the user defined shifts are defined by a resource manager.

27. The computer-implemented method of claim 26, wherein recording the resource constraints of the resources in the set based on the resource demand represented by the at least one slot further comprises:

providing a user interface for generating constraints.

28. The computer-implemented method of claim 27, wherein providing the user interface for generating constraints further comprises:

describing resource constraints in a natural language; and

allowing for modification of resource constraint clauses expressed in the natural language.

29. The computer-implemented method of claim 26, wherein generating the resource schedule further comprises:

propagating the constraints using constrained caused backtracking.

30. The computer-implemented method of claim 26, wherein generating the schedule further comprises:

generating a list of resource slots; and

assigning the resources to appropriate slots in the list of the resource slots.

32. A non-transitory computer readable medium containing instructions, executed in a processor, for performing the steps of:

storing, in a memory;

(i) a set or resources, each resource having associated user-defined attributes, the associated attributes including at least one of a rank, resource cost, and skill level in a memory, (ii) at least one calendar having a user-defined plurality of temporal intervals representing a pattern of a user-specified dates, for utilizing resources in the set, (iii) at least one shirt, each shift including a user defined pattern of time periods representing a recurring pattern of time periods for resource utilization, (iv) at least one slot representing resource demand, resource demand being demand for one or more individual resources of the set of resources during at least one user selected shift of the at least one shifts, and (v) a set of natural language resource constraints of the resources in the set based on the at least one calendar and the at least one slot, the natural language resource constraints generated by the user; and

generating a schedule of the resources from the set of resource, the generated schedule utilizing said resources over ones of the plurality of temporal intervals of the calendar that satisfies at least a subset of the resource constraints, said generating the schedule being by (a) eliminating constraints that cannot be satisfied or have no effect and removing resources from slots based on the remaining constraints, (b) having user defined shifts, each shift representing at least one of the slots of resource demand as associated with certain temporal intervals of the calendar and, (c) assigning said resources to one or more of the user-defined shifts, such that for a given shift, the assigned resource fulfill resource demand represented by the slots corresponding to the given shift,

wherein generating the schedule;

schedules simultaneously multiple resources of the set, such that the simultaneously scheduled multiple resource demand represented by the slots; and

for one resource of the set, allows generation of one schedule of different shifts of the one resource for different slots of demand of the one resource; and

wherein the user defined shifts are defined by a resource manager.