WORKER AND DOCUMENT MANAGEMENT SYSTEM

• US 20100211515A1
• Filed: 09/17/2009
• Published: 08/19/2010
• Est. Priority Date: 06/30/2003
• Status: Active Grant

• Current Assignee: Idocuments LLC
• Original Assignee: Idocuments LLC
• Inventors: Klimantov, Alexei, Hodgson, Mathew P., Bosse, James D., Karassik, Viatcheslav, Smorodintsev, Alexander, Woodings, Lewis E.
• Granted Patent: US 8,060,394 B2
• Time in Patent Office: Days
• US Class Current: 705/320
• CPC Class Codes: G06F 16/258 Data format conversion from or to a database
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06F 21/604 Tools and structures for managing or administering access control systems
• CPC Class Codes: G06F 21/606 by securing the transmission between two devices or processes
• CPC Class Codes: G06F 21/6245 Protecting personal data, e.g. for financial or medical purposes
• CPC Class Codes: G06F 21/64 Protecting data integrity, e.g. using checksums, certificates or signatures
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/06311 Scheduling, planning or task assignment for a person or group
• CPC Class Codes: G06Q 10/063112 Skill-based matching of a person or a group to a task
• CPC Class Codes: G06Q 10/105 Human resources
• CPC Class Codes: H04L 2463/062 applying encryption of the keys cryptographic mechanisms or cryptographic arrangements for key distribution using key encryption key H04L9/0822
• CPC Class Codes: H04L 63/0435 wherein the sending and receiving network entities apply symmetric encryption, i.e. same key used for encryption and decryption cryptographic mechanisms or cryptographic arrangements for symmetric key encryption H04L9/06

Abstract

The method, system and a computer program and a computer product for managing workers and documents is provided. The method includes storing industry representations and a list of workers with data related to the workers, linking the industry representations to the workers and selecting at least one worker from based on the industry representations for that worker. The method also includes scheduling workers to a job based on whether they have all of the required industry representations. In addition, the method includes uploading industry representations and bar code scanning industry representations into the database. The method further includes dispatching said industry representations to other users and automatically mapping fields of the dispatched data in the destination database. In addition, the method includes selectively encrypting only sensitive fields in data transmission between two entities.

Claims

1. A computer assisted method of managing workers and documents, comprising:

storing electronic industry representation documents, data related to said industry representation documents, and a list of workers with data related to the workers;

relationally linking the industry representation documents with at least one worker from said list of workers;

determining by a computer whether the worker meets an industry requirement by analyzing each of said at least one worker based on industry representation documents linked to said worker, said data related to said industry representation documents linked to said worker, existence of industry representation documents linked to said worker, and data related to said worker;

dynamically selecting by a user types of the industry representation documents and types of said data related to said industry representation documents; and

dynamically setting by a user filters for information to be displayed based on said selection of the type of the industry representation documents;

displaying at least one worker from the list of workers with at least one corresponding industry representation document from said industry representation documents based on said set filters; and

selecting a worker from said list of workers based on said determination from the displayed at least one worker.

2. The computer assisted method according to claim 1, wherein said data related to the workers comprises:

general information for each worker, at least one work type and a skill level for said at least one work type, employment information, worker history information and wherein at least some of the data related to worker is user defined type of information.

3. The computer assisted method according to claim 2, further comprising storing an indicator, which is links to a respective worker from said list of workers based on whether the worker is relationally linked with required industry representation documents from said plurality of industry representation documents for a work type of the worker.

4. The computer assisted method according to claim 3, wherein said indicator is displayed on a view next to the respective worker and comprises at least one of color, symbol, icon, or font style, and wherein said indicator is generated by analyzing the industry representation documents linked with the worker and by determining, based on the analysis, whether the worker is relationally linked with all the industry representation documents required for the work type and whether all of the linked industry representation documents are valid.

5. The computer assisted method according to claim 3, further comprising storing data information about statuses of said industry representation documents and color coding the list of workers based on statuses of the required industry representation documents.

6. The computer assisted method according to claim 1, wherein said industry representation documents comprise at least one of images of certificates, images of licenses and custom documents.

7. The computer assisted method according to claim 1, wherein for at least one of said industry representation documents, said data related to said industry representation document comprises a type of said industry representation documents.

8. The computer assisted method according to claim 7, wherein said data related to said industry representation document further comprises an expiration date, a creation date, verification history and a licensing agency.

9. The computer assisted method according to claim 8, further comprising color coding said industry representation documents based on the expiration dates and statuses of said industry representation documents.

10. The computer assisted method according to claim 8, further comprising color coding said industry representation documents based on the current statuses of said industry representation documents.

11. The computer assisted method according to claim 7, wherein for at least one industry representation document from the plurality of industry representation documents, storing history information comprising archived versions of said at least one industry representation document.

12. The computer assisted method according to claim 1, wherein said data related to said industry representation documents comprises information about statuses of said industry representation documents and color coding said industry representation documents based on said statuses, wherein an industry representation of one status is displayed in a color different from an industry representation of another status.

13. The computer assisted method according to claim 1, further comprising dynamically building a user interface that displays information for each of said at least one worker on the list by having a user selecting type of information to view and order for the view for each of said at least one worker on the list.

14. The computer assisted method according to claim 1, further comprising user selecting a worker from said list of workers and displaying worker qualifications based on the existence of necessary industry representation documents and based on a status of the necessary industry representation documents for said selected worker.

15. The computer assisted method according to claim 1, further comprising grouping industry representation documents for the selected at least one worker into groups.

16. The computer assisted method according to claim 1, further comprising adding a worker to said list of workers and adding data related to the worker, wherein a user navigates through data to be added based on tabs organized by types of data, and wherein the tabs are dynamically defined by the user such that the user dynamically creates user interfaces for each of said tabs.

17. The computer assisted method according to claim 16, further comprising adding an industry representation document for said worker, said industry representation document comprises an image of a user defined document.

18. The computer assisted method according to claim 1, searching for workers that meet user specified criteria, said criteria comprises at least one of:

information from said data related to the workers, an industry representation document and information related to the industry representation, worker skills and custom set information.

23. The method according to claim 1, further comprising color coding said displayed at least one industry representation documents based on status of said at least one industry representation.

24. The method according to claim 23, wherein said status of industry representation documents is user created status, and wherein worker status is user created status.

25. The method according to claim 23, further comprising selecting an industry representation document to view detailed information for said industry representation document, said detailed information comprises a last update, whether an update was scheduled, required training, contact information for an updating entity and authenticity of said industry representation documents and wherein a user interface for viewing said detailed information is custom designed by the user via the setting of filters.

26. The method according to claim 25, wherein said authenticity comprises information about a verifying entity, level of said verifying entity, history of verifications, and whether the industry representation document is authentic.

27. The method according to claim 1, further comprising selecting an industry representation document and viewing detailed data for said industry representation document, wherein said detailed data comprises an expiration date, an issuing authority and contact information for the selected industry representation document.

28. The method according to claim 1, wherein said filter is dynamically created by the user and comprises at least one of selecting at least one type of said industry representation document to be displayed, selecting at least one worker status of workers to be displayed and selecting at least one industry representation status of said industry representation documents to be displayed.

29. The method according to claim 28, wherein statuses of industry representation document comprise current, expired, pending, incomplete, missing and not applicable and wherein said status of industry representation document is set to one of said statuses, and wherein said worker status is one of current, inactive, active, terminated, part time, full time, new hire or other user defined status.

30. The method according to claim 29, wherein said at least one type of industry representation document comprises at least one of an issuing state and type of worker certificate, a type of government required form, and a type of government required license.

31. The method according to claim 29, wherein said displayed status of at least one industry representation document is color coded wherein status of said expired industry representation document, status of said incomplete industry representation document, status of said about to expire industry representation document and status of said current industry representation document are each displayed in a different color.

32. The method according to claim 29, further comprising a user setting up a custom color coding scheme for said industry representation documents, and the user creating at least one of:

user accounts having user account levels and verification levels,

fields for the workers, the fields comprising at least one of skill types, worker statuses, worker titles, worker languages and work types,

form types and fields for forms,

types of vendors,

tool types and tool fields,

said industry representation documents types and industry representation documents fields, and

types of job statuses, job tasks performed on a job site and job fields.

33. The method according to claim 32, further comprising a user grouping industry representation documents into binders and creating a name for the binder.

34. The method according to claim 33, further comprising setting up alerts, said alerts to notify the user of certain events, said events comprises one of notifying the user when an industry representation document is expired or is about to expire, notifying the user when a worker lacks industry required representation documents for a scheduled job type.

35. The method according to claim 34, wherein said notification is dispatched via at least one of email, facsimile, pop up screen, or telephone as set by the user.

36. The method according to claim 1, further comprising a user selecting a job, and wherein said displayed at least one worker with at least one corresponding industry representation document is a list of workers assigned to the job and the industry representation documents required for the job.

37. The method according to claim 1, further comprising a user selecting a work type, wherein for each of the displayed workers, said displayed at least one corresponding industry representation document is industry representation documents required for the work type, and further comprising alerting the user when a displayed worker is missing at least one of the industry representation document required for the selected work type.

38. The method according to claim 1, further comprising a user selecting a custom document, and wherein said displayed at least one corresponding industry representation document is user created type of industry representation documents.

39. The method according to claim 1, wherein the industry representation document comprises a plurality of pages and wherein each page is stored under same industry representation document type and each page in the industry representation document may be rearranged in accordance with user request.

40. The method according to claim 39, wherein at least one page from said plurality of pages, has its own industry representation document type.

41. The method according to claim 1, wherein said displayed at least one corresponding industry representation document is industry representation documents scheduled for update.

42. The method according to claim 1, further comprising linking a tool type from said tool types to a job type from said job types, wherein said tools are equipment needs for the job type.

49. The computer assisted method according to claim 8, wherein said verification history comprises verification of an authenticity of said at least one of the industry representation.

50. The computer assisted method according to claim 1, where the industry representation documents are images, wherein each of the industry representation documents is assigned to one of a plurality of document types, and wherein at least one of the plurality of document types is directly linked to a job.

51. The computer assisted method according to claim 1, wherein the industry representation documents are electronic copies of actual physical certificate documents or physical license documents.

52. The computer assisted method according to claim 2, wherein the user defined type of information is dynamically configured by a user and comprises at least custom document templates and custom modules to manage defined types of information for said industry representation.

53. The computer assisted method according to claim 2, wherein categories for the data related to workers are dynamically generated by a user.

54. The computer assisted method according to claim 1, wherein the worker meets the industry requirement when the worker has all required state and federal licenses and certification required for a job and required for a type of work exist and are linked to the worker and the required state and federal licenses and certification are valid.

55. The computer assisted method according to claim 1, wherein the industry requirement is dynamically modified by the user on the fly in conformity with changing industry regulations.

56. The method according to claim 33, further comprising dynamically setting up alerts by the user, said alerts to notify the user of certain events with respect to a field selected by the user.

57. The computer assisted method according to claim 1, wherein said determining whether the worker meets the industry requirement by analyzing each of said at least one worker is based on monitoring criteria for said industry representation documents linked to said worker that is unrelated to dates.

58. The computer assisted method according to claim 57, wherein determining whether the worker meets the industry requirement by analyzing each of said at least one worker is based on existence of an identification number for the respective industry representation document.

59. The method according to claim 1, wherein the data related to said industry representation documents is defined by a predetermined data structure for each type of the industry representation document.

19. A computer system adapted to manage workers and documents, comprising:

a processor, and

a memory including software instruction adapted to enable the computer system to perform the operations of;

storing electronic industry representation documents, data related to said industry representation documents, and a list of workers with data related to the workers;

relationally linking the industry representation documents with at least one worker from said list of workers;

determining whether the worker meets an industry requirement by analyzing each of said at least one worker based on industry representation documents linked to said worker, data related to said industry representation documents, existence of said industry representation documents, and data related to said worker;

dynamically selecting by a user types of the industry representation documents and types of said data related to said industry representation documents;

dynamically setting by a user filters for information to be displayed based on said selection of the type of the industry representation documents;

displaying at least one worker from the list of workers with at least one corresponding industry representation document from said industry representation documents based on said set filters; and

selecting a worker from said list of workers based on said determination from the displayed at least one worker.

20. The computer system according to claim 19, wherein said industry representation documents comprise at least one of images of certificates, images of licenses and images of custom documents.

21. A computer program product for enabling a computer to manage workers and documents comprising:

software instructions for enabling the computer to perform predetermined operations, and

a computer readable medium bearing the software instructions;

the predetermined operations including the operations of;

storing industry representation documents, data related to said industry representation documents, and a list of workers with data related to the workers;

relationally linking the industry representation documents with at least one worker from said list of workers;

determining whether the worker meets an industry requirement by analyzing each of said at least one worker based on industry representation documents linked to said worker, data related to said industry representation documents, existence of said industry representation documents, and data related to said worker;

dynamically selecting by a user types of the industry representation documents and types of said data related to said industry representation documents;

dynamically setting by a user filters for information to be displayed based on said selection of the type of the industry representation documents;

displaying at least one worker from the list of workers with at least one corresponding industry representation document from said industry representation documents based on said set filters; and

selecting a worker from said list of workers based on said determination from the displayed at least one worker.

22. A computer system adapted to manage workers and documents, comprising:

means for storing industry representation documents, data related to said industry representation documents, and a list of workers with data related to the workers;

means for relationally linking the industry representation documents with at least one worker from said list of workers;

means for determining whether the worker meets an industry requirement by analyzing each of said at least one worker based on industry representation documents linked to said worker, data related to said industry representation documents, existence of said industry representation documents, and data related to said worker;

means for dynamically selecting by a user types of the industry representation documents and types of said data related to said industry representation documents;

means for dynamically setting by a user filters for information to be displayed based on said selection of the type of the industry representation documents;

means for displaying at least one worker from the list of workers with at least one corresponding industry representation document from said industry representation documents based on said set filters; and

means for selecting at least one worker from said list of workers based on results from said determining means from the displayed at least one worker.

43. A computer system adapted to manage workers and documents, comprising:

a processor, and

a memory including software instruction adapted to enable the computer system to perform operations comprising;

dynamically selecting by user types of electronic industry representation documents and types of data related to said industry representation documents;

storing a list of workers and industry representation documents with data related to said industry representation documents based on compliance status of said industry representation documents from said selection;

relationally linking the industry representation documents with at least one worker from said list of workers;

determining whether the worker meets an industry requirement by analyzing each of said at least one worker based on industry representation documents linked to said worker, said data related to said industry representation documents linked to said worker, existence of industry representation documents linked to said worker, and data related to said worker;

dynamically setting by a user filters for information to be displayed based on said selection of industry representation documents; and

displaying at least one worker from the list of workers with at least one corresponding industry representation document from said industry representation documents based on said set filters.

44. A computer program product for enabling a computer to manage workers and documents comprising:

software instructions for enabling the computer to perform predetermined operations, and

a computer readable medium bearing the software instructions;

the predetermined operations including;

dynamically selecting by a user types of electronic industry representation documents and types of data related to said industry representation documents;

storing a list of workers and industry representation documents with data related to said industry representation documents based on compliance status of said industry representation documents from said selection;

relationally linking the industry representation documents with at least one worker from said list of workers;

determining whether the worker meets an industry requirement by analyzing each of said at least one worker based on industry representation documents linked to said worker, said data related to said industry representation documents linked to said worker, existence of industry representation documents linked to said worker, and data related to said worker;

dynamically setting filters by a user for information to be displayed based on said selection of industry representation documents; and

displaying at least one worker from the list of workers with at least one corresponding industry representation document from said industry representation documents based on said set filters.

45. A computer system adapted to manage workers and documents, comprising:

means for dynamically selecting by a user types of electronic industry representation documents and types of data related to said industry representation documents;

means for storing a list of workers and industry representation documents with data related to said industry representation documents based on compliance status of said industry representation documents from said selection;

means for relationally linking the industry representation documents with at least one worker from said list of workers;

means for determining by a computer whether the worker meets an industry requirement by analyzing each of said at least one worker based on industry representation documents linked to said worker, said data related to said industry representation documents linked to said worker, existence of industry representation documents linked to said worker, and data related to said worker;

means for dynamically setting filters by a user for information to be displayed based on said selection of industry representation documents; and

means for displaying at least one worker from the list of workers with at least one corresponding industry representation document from said industry representation documents based on said set filters.

46. A computer assisted method of managing documents comprising:

storing a plurality of electronic documents, data related to said plurality of documents, and a list of entities;

linking at least one of the plurality of documents to at least one entity from the list;

determining by a computer whether an entity meets a requirement by analyzing the entity from the list based on the documents linked to said entity, said data related to said plurality of documents, existence of said plurality of documents, and information related to said entity;

selecting types of the industry representation documents and types of said data related to said industry representation documents;

setting filters for information to be displayed based on said selection of the type of the industry representation documents;

displaying at least one entity from the list of entities with at least one corresponding industry representation document from said industry representation documents based on said set filters; and

selecting an entity from said list of entities based on said determination from the displayed at least one entity.

47. The computer assisted method according to claim 46, further comprising grouping at least one document from the plurality of documents to form an entity type, and wherein said analysis comprises analyzing whether an entity from the list has all documents necessary to meet the entity type.

48. The computer assisted method according to claim 47, further comprising storing detailed information for each of the entities on the list, and linking an entity to a subject based on whether the entity is categorized under the entity type, wherein the entity type further comprises at least some of the information from the detailed information.