System and method for dynamic generation of procedures

• US 9,858,535 B2
• Filed: 10/25/2011
• Issued: 01/02/2018
• Est. Priority Date: 10/25/2010
• Status: Active Grant

• Current Assignee: Hexagon Accelerator Incorporated (Hexagon AB)
• Original Assignee: Innovatia, Inc.
• Inventors: Keith, Steven Wesley, Pottier, Patrick Michael, Doyle, Michael Patrick
• Primary Examiner(s): Duong, Hien
• Application Number:
  US13/281,302
• Publication Number:
  US 20120159389A1
• Time in Patent Office: 2,261 Days
• CPC Class Codes: G06Q 10/00 Administration; Management

Abstract

A system and method for dynamic generation of procedures is disclosed. The method comprises: (a) storing asset types defining attributes; asset instances, inheriting attributes of one of the asset types and having attribute-values; procedure statements being associated to conditional rule(s) to be applied to an attribute-value of an asset instance; and procedure templates, each defining a unique combination of asset type and a group of said procedure statements. The method further comprises (b) for a given asset instance and a given procedure template: (i) iteratively reading each of the procedure statements of the group of procedure statements being associated to the given procedure template; and (ii) presenting, on a user interface, each one of the procedure statements where a condition is met when the corresponding conditional rule(s) is applied to the attribute-values of the given asset instance, in order to dynamically generate an asset specific procedure.

Claims

1. A system for dynamic procedure generation, the system comprising:

a main storage for performing storing;

a library of asset types, each being representative of a common group of assets, each asset type defining attributes;

asset instances, and each of said asset instances inheriting attributes of one of the asset types and having an attribute-value assigned to each of the inherited attributes;

a collection of procedure statements;

one or more conditional rule to be applied to an attribute-value of an asset instance, said one or more conditional rule being associated to each of the procedure statements; and

a collection of procedure templates, each defining a unique combination of one of the asset types and a group of said procedure statements; and

a processor being in communication with the storage, the processor for performing;

a step (a) of;

presenting on a user interface, a first input component for receiving an asset identifier and a second input component presenting a list of said library of asset types for receiving a selected asset type therefrom;

upon receiving the asset identifier and the selected asset type, presenting on the user interface, another input component for each attribute of the selected asset type for receiving respective attribute-values; and

upon receiving the attribute-values, storing in the main storage the asset identifier and associated attribute-values, as a new asset instance;

a step (b) of, for a given asset instance and a given procedure template;

i) iteratively reading each of the procedure statements of the group of procedure statements being associated to said given procedure template;

ii) storing, in a temporary memory, a statement-reference to each of the procedure statements of the group of procedure statements being associated to said given procedure template, where a condition is met when the corresponding one or more conditional rule is applied to the attribute-values of the given asset instance, in order to dynamically generate an asset specific procedure instance in association with the statement-reference;

iii) presenting, on a user interface, one of the procedure statements of the group of procedure statements being referenced by the asset-specific-procedure instance; and

wherein the main storage is further adapted to store at least one of;

one or more version of an asset instance, each version representing a previous version of an asset instance and each being identified by a version timestamp;

one or more version of a procedure template, each version representing a previous version of a procedure template and each being identified by a version timestamp;

one or more version of a procedure statement, each version representing a previous version of a procedure statement and each being identified by a version timestamp; and

one or more version of a unique combination of one of said procedure templates and of one of said asset instances, each version representing a previous version of an asset specific procedure and each being identified by a version timestamp; and

wherein the processor is further programmed to perform a step (c) of;

for a given asset instance, a given procedure template and a given timestamp;

if the given asset instance and the given procedure template is associated to one or more corresponding version, and if the given timestamp corresponds to a version timestamp of one of the one or more version,

if the procedure template is associated to one or more version thereof, retrieving the corresponding version based on a comparison between the corresponding version timestamp and said given timestamp and identifying said version as a subject procedure template, otherwise identifying the given template as the subject procedure template;

iteratively reading each of the procedure statements of the group of procedure statements being associated to said subject procedure template; and

for each of the procedure statement;

if the procedure statement is associated to one or more version thereof, retrieving by means of a processor, the corresponding version based on a comparison between the corresponding version timestamp and said given timestamp and identifying said version as a subject procedure statement, otherwise identifying the given procedure statement as the subject asset instance;

if the given asset instance is associated to one or more version thereof, retrieving by means of a processor, the corresponding version based on a comparison between the corresponding version timestamp and said given timestamp and identifying said version as a subject asset instance, otherwise identifying the given asset instance as the subject asset instance;

storing in the temporary memory, a statement-reference to each of said subject procedure statements where a condition is met when the corresponding one or more conditional rule is applied to the attribute-values of the subject asset instance, in order to construct an asset-specific-procedure instance;

otherwise, repeating steps (b)-i) and (b)-ii); and

wherein the processor is further programmed to perform a step (d) of presenting, on the user interface, the procedure statements being referenced by the asset-specific-procedure instance constructed at step c), in order to dynamically generate a time-dependent asset specific procedure.

2. The system according to claim 1, wherein the processor is further programmed to:

perform a step (e) of receiving an asset-type-change request from the user interface;

perform a step (f) of capturing, by means of a clock, a start timestamp;

perform a step (g) of modifying attributes of one of the asset types in the main storage, in accordance with the asset-type-change request;

perform a step (h) comprising, for each procedure template being associated to the asset type;

dissociating from the respective procedure template, any procedure statement being related to a conditional rule related to an inexistent attribute of the asset type; and

for each asset instance of the asset type;

executing step (c) where the given timestamp is the start timestamp, in order to store a resulting a first asset-specific-procedure instance in the temporary memory;

after the step of dissociating, re-executing step (c), where the given timestamp is a present timestamp, in order to store a resulting second asset-specific-procedure instance in the temporary memory; and

comparing the first and second asset-specific-procedure instances and if the first and second asset-specific-procedure instances have different statement references, associating in the main storage, the combination of the asset instance and the procedure template with a version timestamp corresponding to the present timestamp, in order to generate a new version of the asset specific procedure.

3. The system according to claim 2, wherein the processor is further programmed to:

perform a step (i) of receiving a procedure-template-change request from the user interface;

perform a step (j) of capturing, by means-of a clock, a start timestamp;

perform a step (k) of modifying in the main storage, in accordance with the procedure-template-change request, at least one of;

the group of procedure statements of one of the procedure templates; and

one or more of the conditional rules associated to said group of procedure statements; and

perform a step (l) comprising, for each asset instance of the asset type associated to said one of the procedure templates;

re-executing step (c) wherein the given timestamp is the start timestamp, to store a resulting first asset-specific-procedure instance in the temporary memory;

re-executing step (c) wherein the given timestamp is a present timestamp, to store a resulting second asset-specific-procedure instance in the temporary memory; and

comparing the first and second asset-specific-procedure instances and if the first and second asset-specific-procedure instances have different statement references, associating in the main storage, the combination of the asset instance and said one of the procedure templates with a version timestamp corresponding to the present timestamp, in order to generate a new version of the asset specific procedure.

4. The system according to claim 3, wherein the processor is further programmed to:

perform a step (m) of receiving a procedure-statement-change request from the user interface;

perform a step (n) of modifying in the main storage, one of the procedure statements, in accordance with the procedure-statement-change request;

perform a step (o) comprising;

for each asset instance stored, of each procedure template associated to the asset type of the asset instance;

re-executing step (c) wherein the given timestamp is a present timestamp, to temporarily store a resulting asset-specific-procedure instance in the temporary memory; and

if resulting asset-specific-procedure instance references the modified one of the procedure statements, associating in the main storage, the combination of the asset instance and the procedure template with a version timestamp corresponding to the present timestamp, in order to generate a new version of the asset specific procedure.

5. The system according to claim 1, wherein the processor is further programmed to:

store at step (a), user identifiers, each being associated to one or more role;

receive before step (b), a user identifier, via the user interface;

store after step (b)-ii), the asset-specific-procedure instance in a temporary memory and assigning a role thereto;

present at step b)-iii), on the user interface, one or more operational option concerning the asset-specific-procedure instance, said one or more operational option depending on the role;

receive and process one or more operational selection entered by a user via the user interface, to perform an operation on the user-specific-procedure instance in the temporary storage; and

assign in the temporary storage, another role to the asset-specific-procedure instance for further processing of the asset-specific-procedure instance.

6. The system according to claim 5, wherein the processor is further programmed to permanently store, in the main storage, the asset-specific-procedure instance as a published asset-specific-procedure instance.

7. The system according to claim 6, wherein the processor is further programmed to:

present on the user interface, the procedure statements being referenced by the published asset-specific-procedure instance and an input element for at least one of the presented procedure statements;

receive an input from a user, via said input element, to indicate that a procedure step related to the procedure statement has been completed; and

store in the main storage, corresponding completion information with respect to the asset-specific-procedure instance.

8. The system according to claim 6, wherein the processor is further programmed to:

upload a copy of the published asset-specific-procedure instance on an external client device to decouple the asset specific procedure from the main storage;

present on a user interface of the external client device, the procedure statements being referenced by the published asset-specific-procedure instance and an input element for at least one of the presented procedure statements;

receive an input from a user, via said input element, to indicate that a procedure step related to the procedure statement has been completed;

store in an external memory of said external client device, corresponding completion information with respect to said copy of the asset-specific-procedure instance; and

upon coupling the external client device to communicate with the main storage, update the published asset-specific-procedure instance in the main storage with said completion information stored in the external memory, in order to synchronize the main storage with the external memory.

9. The system according to claim 1, further comprising:

a communication interface component being in communication with the processor and the main storage; and

an external device comprising;

a communication port being adapted to cooperate with the communication interface for uploading a copy of a published asset-specific-procedure instance from the main storage to the external client device to decouple the asset specific procedure from the main storage, and for updating the published asset-specific-procedure instance in the main storage, in order to synchronize the main storage with the external device;

an external user interface for presenting the procedure statements being referenced by the copy and for receiving an input from a user, via an input element, to indicate that a procedure step related to the procedure statement has been completed; and

an external memory being connected to the communication port for storing the copy and to the user interface for storing the completion information, in order to synchronize with the main storage when the external device is coupled with the communication port.

10. A method for dynamic procedure generation, the method comprising:

a) storing, in a main storage;

a library of asset types, each being representative of a common group of assets, each asset type defining attributes;

asset instances, and each of said asset instances inheriting attributes of one of the asset types and having an attribute-value assigned to each of the inherited attributes;

a collection of procedure statements;

one or more conditional rule to be applied to an attribute-value of an asset instance, said one or more conditional rule being associated to each of the procedure statements; and

a collection of procedure templates, each defining a unique combination of one of the asset types and a group of said procedure statements; and

presenting on a user interface, a first input component for receiving an asset identifier and a second input component presenting a list of said library of asset types for receiving a selected asset type therefrom;

upon receiving the asset identifier and the selected asset type, presenting on the user interface, another input component for each attribute of the selected asset type for receiving respective attribute-values; and

upon receiving the attribute-values, storing in the main storage the asset identifier and associated attribute-values, as a new asset instance;

b) for a given asset instance and a given procedure template;

i) iteratively reading each of the procedure statements of the group of procedure statements being associated to said given procedure template;

ii) storing, in a temporary memory, a statement-reference to each of the procedure statements of the group of procedure statements being associated to said given procedure template, where a condition is met when the corresponding one or more conditional rule is applied to the attribute-values of the given asset instance, in order to dynamically generate an asset specific procedure instance in association with the statement-reference;

iii) presenting, on a user interface, one of the procedure statements of the group of procedure statements being referenced by the asset-specific-procedure instance; and

wherein step (a) further comprises storing in the main storage at least one of;

one or more version of an asset instance, each version representing a previous version of an asset instance and each being identified by a version timestamp;

one or more version of a procedure template, each version representing a previous version of a procedure template and each being identified by a version timestamp;

one or more version of a procedure statement, each version representing a previous version of a procedure statement and each being identified by a version timestamp; and

one or more version of a unique combination of one of said procedure templates and of one of said asset instances, each version representing a previous version of an asset specific procedure and each being identified by a version timestamp; and

wherein the method further comprises;

c) for a given asset instance, a given procedure template and a given timestamp;

if the given asset instance and the given procedure template is associated to one or more corresponding version, and if the given timestamp corresponds to a version timestamp of one of the one or more version,

if the procedure template is associated to one or more version thereof, retrieving the corresponding version based on a comparison between the corresponding version timestamp and said given timestamp and identifying said version as a subject procedure template, otherwise identifying the given template as the subject procedure template;

iteratively reading each of the procedure statements of the group of procedure statements being associated to said subject procedure template; and

for each of the procedure statement;

if the procedure statement is associated to one or more version thereof, retrieving by means of a processor, the corresponding version based on a comparison between the corresponding version timestamp and said given timestamp and identifying said version as a subject procedure statement, otherwise identifying the given procedure statement as the subject asset instance;

if the given asset instance is associated to one or more version thereof, retrieving by means of a processor, the corresponding version based on a comparison between the corresponding version timestamp and said given timestamp and identifying said version as a subject asset instance, otherwise identifying the given asset instance as the subject asset instance;

storing in the temporary memory, a statement-reference to each of said subject procedure statements where a condition is met when the corresponding one or more conditional rule is applied to the attribute-values of the subject asset instance, in order to construct an asset-specific-procedure instance;

otherwise, repeating steps (b)-i) and (b)-ii); and

d) presenting, on the user interface, the procedure statements being referenced by the asset-specific-procedure instance constructed at step c), in order to dynamically generate a time-dependent asset specific procedure.

11. The method according to claim 10, further comprising:

e) receiving an asset-type-change request from the user interface;

f) capturing, by means of a clock, a start timestamp;

g) modifying attributes of one of the asset types in the main storage, in accordance with the asset-type-change request;

h) for each procedure template being associated to the asset type;

dissociating from the respective procedure template, any procedure statement being related to a conditional rule related to an inexistent attribute of the asset type; and

for each asset instance of the asset type;

executing step (c) where the given timestamp is the start timestamp, in order to store a resulting a first asset-specific-procedure instance in the temporary memory;

after the step of dissociating, re-executing step (c), where the given timestamp is a present timestamp, in order to store a resulting second asset-specific-procedure instance in the temporary memory; and

comparing the first and second asset-specific-procedure instances and if the first and second asset-specific-procedure instances have different statement references, associating in the main storage, the combination of the asset instance and the procedure template with a version timestamp corresponding to the present timestamp, in order to generate a new version of the asset specific procedure.

12. The method according to claim 11, further comprising:

i) receiving a procedure-template-change request from the user interface;

j) capturing, by means-of a clock, a start timestamp;

k) modifying in the main storage, in accordance with the procedure-template-change request, at least one of;

the group of procedure statements of one of the procedure templates; and

one or more of the conditional rules associated to said group of procedure statements; and

l) for each asset instance of the asset type associated to said one of the procedure templates;

re-executing step (c) wherein the given timestamp is the start timestamp, to store a resulting first asset-specific-procedure instance in the temporary memory;

re-executing step (c) wherein the given timestamp is a present timestamp, to store a resulting second asset-specific-procedure instance in the temporary memory; and

comparing the first and second asset-specific-procedure instances and if the first and second asset-specific-procedure instances have different statement references, associating in the main storage, the combination of the asset instance and said one of the procedure templates with a version timestamp corresponding to the present timestamp, in order to generate a new version of the asset specific procedure.

13. The method according to claim 12, further comprising:

m) receiving a procedure-statement-change request from the user interface;

n) modifying in the main storage, one of the procedure statements, in accordance with the procedure-statement-change request;

o) for each asset instance stored, of each procedure template associated to the asset type of the asset instance;

re-executing step (c) wherein the given timestamp is a present timestamp, to temporarily store a resulting asset-specific-procedure instance in the temporary memory; and

if resulting asset-specific-procedure instance references the modified one of the procedure statements, associating in the main storage, the combination of the asset instance and the procedure template with a version timestamp corresponding to the present timestamp, in order to generate a new version of the asset specific procedure.

14. The method according to claim 10, further comprising:

storing at step (a), user identifiers, each being associated to one or more role;

receiving before step (b), a user identifier, via the user interface;

storing after step (b)-ii), the asset-specific-procedure instance in a temporary memory and assigning a role thereto;

presenting at step b)-iii), on the user interface, one or more operational option concerning the asset-specific-procedure instance, said one or more operational option depending on the role;

receiving and process one or more operational selection entered by a user via the user interface, to perform an operation on the user-specific-procedure instance in the temporary storage; and

assigning in the temporary storage, another role to the asset-specific-procedure instance for further processing of the asset-specific-procedure instance.

15. The method according to claim 14, further comprising permanently storing, in the main storage, the asset-specific-procedure instance as a published asset-specific-procedure instance.

16. The method according to claim 15, further comprising:

uploading a copy of the published asset-specific-procedure instance on an external client device to decouple the asset specific procedure from the main storage;

presenting on a user interface of the external client device, the procedure statements being referenced by the published asset-specific-procedure instance and an input element for at least one of the presented procedure statements;

receiving an input from a user, via said input element, to indicate that a procedure step related to the procedure statement has been completed;

storing in an external memory of said external client device, corresponding completion information with respect to said copy of the asset-specific-procedure instance; and

upon coupling the external client device to communicate with the main storage, updating the published asset-specific-procedure instance in the main storage with said completion information stored in the external memory, in order to synchronize the main storage with the external memory.

17. The method according to claim 16, further comprising:

presenting on the user interface, the procedure statements being referenced by the published asset-specific-procedure instance and an input element for at least one of the presented procedure statements;

receiving an input from a user, via said input element, to indicate that a procedure step related to the procedure statement has been completed; and

storing in the main storage, corresponding completion information with respect to the asset-specific-procedure instance.

18. The method according to claim 16, further comprising:

uploading a copy of the published asset-specific-procedure instance on an external client device to decouple the asset specific procedure from the main storage;

presenting on a user interface of the external client device, the procedure statements being referenced by the published asset-specific-procedure instance and an input element for at least one of the presented procedure statements;

receiving an input from a user, via said input element, to indicate that a procedure step related to the procedure statement has been completed;

store in an external memory of said external client device, corresponding completion information with respect to said copy of the asset-specific-procedure instance; and

upon coupling the external client device to communicate with the main storage, updating the published asset-specific-procedure instance in the main storage with said completion information stored in the external memory, in order to synchronize the main storage with the external memory.