Document lifecycle tracking system and method for use with a document production process
View Patent ↗A method for monitoring the status of documents created by a large scale document production and management process. The production and management process may be comprised of a plurality of different stages including: utilizing a print stream to generate the documents, printing documents on a printer in accordance with the print stream, and forming completed mail pieces on an inserter from the printed documents in accordance with mail piece creation data files. A monitoring system receives information regarding the status of individual documents within these production and management process stages. A user may then select one of the stages for closer inspection of the status of documents. For the selected stage, status of individual documents is displayed.
1. A method for monitoring status of documents created by a large scale document production and management process, the production and management process including a plurality of stages including: utilizing a print stream to generate the documents, printing the documents on a printer in accordance with the print stream, and forming completed mail pieces on an inserter from the printed documents in accordance with mail piece creation data files; the method comprising:
receiving information regarding status of documents within the inserter stage;
displaying, by a computer screen, a graphical representation of a group of documents within the inserter stage, the graphical representation of the group of documents including graphically distinct sub-groups, the status of the documents within the sub-groups being graphically represented in the sub-group displays;
selecting a sub-group for closer inspection; and
displaying, by the computer screen, the selected sub-group in an expanded form including a graphical representation of individual documents, the graphical representation of individual documents indicating the status of the individual documents;
wherein the steps of displaying graphical representations of documents include representing sub-groups of documents and individual documents in a grid pattern wherein consecutive representations in the grid pattern represent consecutive sub-groups of documents and consecutive individual documents.
2. The method of claim 1 wherein displaying graphical representations of the status of individual documents includes providing representations for one or more status conditions, the one or more status conditions selected from the group consisting of: normal status, repaired status, rejected status, abnormal status, completed status, outsorted status, removed status, jammed status, and inserting status.
3. The method of claim 2 wherein the steps of displaying graphical representations of status include providing color coded graphical representations of documents.
4. The method of claim 1 wherein displaying graphical representations of the status of the sub-groups of documents includes providing representations for one or more status conditions for the sub-groups based on conditions of individual documents within the sub-groups, the status conditions selected from the group consisting of: normal status, repaired status, rejected status, abnormal status, completed status, outsorted status, removed status, jammed status, and inserting status.
5. The method of claim 4 wherein displaying graphical representations of status includes providing color coded graphical representations of documents.
6. The method of claim 1 further comprising the steps of:
selecting a status condition filter to apply to the graphical representations of sub-groups or individual documents; and
displaying only those graphical representations of sub-groups or individual documents that satisfy the selected status condition filter.
7. The method of claim 1 further comprising the steps of:
selecting an individual document for closer inspection and, based on the selection of the individual document, displaying processing information about the selected individual document.
8. The method of claim 7 wherein the displayed processing information includes a visual reproduction of the selected individual document generated based on data from the print stream.
9. The method of claim 7 wherein the displayed processing information includes a visual reproduction of the selected individual document based on a camera image of the selected individual document captured during processing.
10. A method for monitoring status of documents created by a large scale document production and management process, the production and management process including a plurality of stages selected from the group consisting of: utilizing a print stream to generate the documents, printing the documents on a printer in accordance with the print stream, forming completed mail pieces on an inserter from the printed documents in accordance with mail piece creation data files, sorting the completed mail pieces on an outgoing sorter in accordance with carrier service specifications, delivering the completed mail pieces to a recipient by a carrier service, delivering a response mail piece from the recipient by the carrier service, and sorting the response mail piece at an incoming sorter; the method comprising:
receiving information regarding the status of documents within the plurality of stages;
selecting one of the plurality of stages for closer inspection of the status of documents within the selected stage;
displaying, by a computer screen, a graphical representation of a group of documents within the selected stage, the graphical representation of the group of documents including graphically distinct sub-groups, the status of the documents within the sub-groups being graphically represented in the sub-group displays;
selecting a sub-group for closer inspection; and
displaying, by the computer screen, the selected sub-group in an expanded form including a graphical representation of individual documents, the graphical representations of individual documents indicating the status of the individual documents;
wherein the steps of displaying graphical representations of documents include representing sub-groups of documents and individual documents in a grid pattern wherein consecutive representations in the grid pattern represent consecutive sub-groups of documents and consecutive individual documents.
11. The method of claim 10 wherein displaying graphical representations of the status of individual documents includes providing representations for one or more status conditions.
12. The method of claim 11 wherein displaying graphical representations of status includes providing color coded graphical representations of documents.
13. The method of claim 10 wherein displaying graphical representations of the status of the sub-groups of documents includes providing representations for one or more status conditions for the sub-groups based on conditions of individual documents within the sub-groups.
14. The method of claim 13 wherein displaying graphical representations of status includes providing color coded graphical representations of documents.
15. The method of claim 10 further comprising the steps of:
selecting a status condition filter to apply to the graphical representations; and
displaying only those graphical representations of sub-groups or individual documents that satisfy the selected status condition filter.
16. The method of claim 10 further comprising the steps of:
selecting an individual document for closer inspection and, based on the selection of the individual document, displaying processing information about the selected individual document.
17. The method of claim 16 wherein the displayed processing information includes a visual reproduction of the selected individual document generated based on data from the print stream.
18. The method of claim 16 wherein the displayed processing information includes a visual reproduction of the selected individual document based on a camera image of the selected individual document captured during processing.
19. A method for monitoring the status of documents created by a large scale document production and management process, the production and management process including a plurality of stages selected from the group consisting of: utilizing a print stream to generate the documents, printing the documents on a printer in accordance with the print stream, forming completed mail pieces on an inserter from the printed documents in accordance with mail piece creation data files, sorting the completed mail pieces on an outgoing sorter in accordance with carrier service specifications, delivering the completed mail pieces to a recipient by a carrier service, delivering a response mail piece from the recipient by the carrier service, and sorting the response mail piece at an incoming sorter, each document within the production and management process having a unique identifier; the method comprising:
specifying the unique identifier of a particular document, the unique identifier applicable to the particular document across all of the plurality of stages;
displaying, by a computer screen, the current stage and status of the particular document, as identified by the unique identifier; and
displaying, by the computer screen, processing information for the particular document wherein the displayed processing information includes a visual reproduction of the particular document generated based on data from the print stream.
20. A method for monitoring the status of documents created by a large scale document production and management process, the production and management process including a plurality of stages selected from the group consisting of: utilizing a print stream to generate the documents, printing the documents on a printer in accordance with the print stream, forming completed mail pieces on an inserter from the printed documents in accordance with mail piece creation data files, sorting the completed mail pieces on an outgoing sorter in accordance with carrier service specifications, delivering the completed mail pieces to a recipient by a carrier service, delivering a response mail piece from the recipient by the carrier service, and sorting the response mail piece at an incoming sorter, each document within the production and management process having a unique identifier; the method comprising:
specifying the unique identifier of a particular document, the unique identifier applicable to the particular document across all of the plurality of stages;
displaying, by a computer screen, the current stage and status of the particular document, as identified by the unique identifier; and
displaying, by the computer screen, processing information for the particular document wherein the displayed processing information includes a visual reproduction of the particular document based on a camera image of the particular document captured during processing.
21. A method for monitoring the status of documents created by a large scale document production and management process, the production and management process including a plurality of stages selected from the group consisting of: utilizing a print stream to generate the documents, printing the documents on a printer in accordance with the print stream, forming completed mail pieces on an inserter from the printed documents in accordance with mail piece creation data files, sorting the completed mail pieces on an outgoing sorter in accordance with carrier service specifications, delivering the completed mail pieces to a recipient by a carrier service, delivering a response mail piece from the recipient by the carrier service, and sorting the response mail piece at an incoming sorter, the method comprising:
storing records relating to individual documents processed by the production and management process, each record being identified by a non-recurring identifier;
monitoring, by a computer system, the status of the individual documents during the plurality of stages in the production and management process;
relating the monitored status of the individual documents to the non-recurring identifiers;
updating the stored records to indicate the monitored status of the individual documents throughout the production and management process; and
displaying, by a computer screen, the status of one or more of the individual documents during the production and management process based on the updated stored records that are related to the non-recurring identifiers;
wherein the step of displaying the status of one or more of the individual documents includes providing color coded graphical representations of the individual documents, the color coded representations indicating status conditions as different colors.