System and method for tracking information in a business environment
View Patent ↗A system and method for tracking information in a business environment. The system uses a tree-view hierarchy whereby alerts and time triggers are set by the user and upon the triggering of an event, the visual attributes of the tree-view folders change to reflect the triggering event.
1. A method for tracking and displaying critical operational parameters including time critical tasks, mission critical inventories, or significant accounting activities, in an operational system incorporating a number of interdependent tasks, said method comprising:
providing a computer and display;
programming the computer to accomplish, upon input from an operator, the steps of:
establishing a parent folder to contain any number of folders or documents;
establishing a child element, comprising one or more child documents or one or more child folders containing one or more child documents, or any combination thereof, each said child document or child folder being associated with the parent folder;
correlating the child element with a time critical task, critical inventory or accounting activities;
associating a time trigger with the time critical task, critical inventory or accounting activities;
providing means for clearing the time trigger upon completion of time critical task, critical inventory or accounting activities; and
changing an attribute of the parent folder based upon the state of the child element and its contents when time triggers are met prior to clearance by an operator.
2. The method of claim 1 wherein the computer is further programmed to accomplish the steps of:
providing a method of clearing a time trigger by altering a child element prior to the expiration of the time trigger.
3. The method of claim 2 wherein the computer is further programmed to:
provide a visual label to the parent folder to correlate the parent folder to a recognized operational activity; and
provide visual labels to child elements to correlate the child element to recognized elements.
4. The method of claim 3 wherein the computer is further programmed to:
provide a visual label to the parent folder to correlate the parent folder to the operational activity of production;
provide visual labels to child elements to correlate the child element to recognized elements of production;
provide means for altering the child elements to indicate that recognized elements of production have been accomplished; and
alter the visual attributes of the child elements and the parent folder if the child element is not altered to indicate accomplishment of the correlated recognized elements of production prior to the time trigger.
5. The method of claim 3 wherein the computer is further programmed to:
provide a visual label to the parent folder to correlate the parent folder to the operational activity of receiving;
provide visual labels to child elements to correlate the child element to recognized elements of receiving;
provide means for altering the child elements to indicate that recognized elements of receiving have been accomplished; and
alter the visual attributes of the child elements and the parent folder if the child element is not altered to indicate accomplishment of the correlated recognized elements of receiving prior to the time trigger.
6. The method of claim 3 wherein the computer is further programmed to:
provide a visual label to the parent folder to correlate the parent folder to the operational activity of shipping;
provide visual labels to child elements to correlate the child element to recognized elements of shipping;
provide means for altering the child elements to indicate that recognized elements of shipping have been accomplished; and
alter the visual attributes of the child elements and the parent folder if the child element is not altered to indicate accomplishment of the correlated recognized elements of shipping prior to the time trigger.
7. The method of claim 3 wherein the computer is further programmed to:
provide a visual label to the parent folder to correlate the parent folder to the operational activity of accounting;
provide visual labels to child elements to correlate the child element to recognized elements of accounting;
provide means for altering the child elements to indicate that recognized elements of accounting have been accomplished; and
alter the visual attributes of the child elements and the parent folder if the child element is not altered to indicate accomplishment of the correlated recognized elements of accounting prior to the time trigger.
8. The method of claim 1 wherein the computer is further programmed to accomplish the steps of:
providing a method of clearing a time trigger by deleting or moving a child element from the parent folder prior to the expiration of the time trigger.
9. The method of claim 8 wherein the computer is further programmed to:
provide a visual label to the parent folder to correlate the parent folder to a recognized operational activity; and
provide visual labels to child elements to correlate the child element to recognized elements.
10. The method of claim 9 wherein the computer is further programmed to:
provide a visual label to the parent folder to correlate the parent folder to the operational activity of production;
provide visual labels to child elements to correlate the child element to recognized elements of production;
provide means for altering the child elements to indicate that recognized elements of production have been accomplished; and
alter the visual attributes of the child elements and the parent folder if the child element is not altered to indicate accomplishment of the correlated recognized elements of production prior to the time trigger.
11. The method of claim 9 wherein the computer is further programmed to:
provide a visual label to the parent folder to correlate the parent folder to the operational activity of receiving;
provide visual labels to child elements to correlate the child element to recognized elements of receiving;
provide means for altering the child elements to indicate that recognized elements of receiving have been accomplished; and
alter the visual attributes of the child elements and the parent folder if the child element is not altered to indicate accomplishment of the correlated recognized elements of receiving prior to the time trigger.
12. The method of claim 9 wherein the computer is further programmed to:
provide a visual label to the parent folder to correlate the parent folder to the operational activity of shipping;
provide visual labels to child elements to correlate the child element to recognized elements of shipping;
provide means for altering the child elements to indicate that recognized elements of shipping have been accomplished; and
alter the visual attributes of the child elements and the parent folder if the child element is not altered to indicate accomplishment of the correlated recognized elements of shipping prior to the time trigger.
13. The method of claim 9 wherein the computer is further programmed to:
provide a visual label to the parent folder to correlate the parent folder to the operational activity of accounting;
provide visual labels to child elements to correlate the child element to recognized elements of accounting;
provide means for altering the child elements to indicate that recognized elements of accounting have been accomplished; and
alter the visual attributes of the child elements and the parent folder if the child element is not altered to indicate accomplishment of the correlated recognized elements of accounting prior to the time trigger.