IP Library Granted Patent US 11,587,000
Granted Patent B2
US 11,587,000 · App. 16/291,155 · Granted Feb 21, 2023

Workforce response based event management methods and systems

Inventor: Melissa Michele Pinard (Kanata, CA)
Assignee: InitLive Inc.
G06Q10/063112G06F40/174G06F40/221H04L67/306
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Quick Facts
Patent No.
US 11,587,000
App. No.
16/291,155
Granted
Feb 21, 2023
Kind
B2
Abstract

Event organizers must assign volunteers, staff, sub-contractors etc. over multiple roles, multiple shifts, and multiple locations. Assigning individuals, whether a few to hundreds or thousands, requires the user to filter through registration information and align this to the roles/shifts etc. This is further complicated when the registration forms used to acquire user data are custom questionnaires. Embodiments of the invention automatically generates custom filters for subsequently filtering of the entries made by registrants where the user generates custom questions. Further, embodiments of the invention allow the importation of data from other sources wherein if it includes fields not supported by the database into which the data is being imported the system automatically adds new custom fields to the database as well as supporting the establishment of new questionnaires, new custom filters, and triggering registration updates from existing registrants to acquire new data for the new custom fields.

Claims (183)

1. A system comprising:

a first electronic device comprising a first microprocessor, a first memory for storing first executable instructions, and a first network interface for interfacing to a communications network, wherein the first executable instructions when executed by the first microprocessor configure the first electronic device to:

access a database stored within a second memory accessible to the first electronic device, the database storing a plurality of default questionnaire responses and a plurality of custom questionnaire responses from a plurality of registrants where each registrant of the plurality of registrants generates a set of default questionnaire responses and a set of custom questionnaire responses in response to being presented a questionnaire comprising a plurality of default questions and a plurality of custom questions where the plurality of custom questions are specific to a discrete occurrence of an event to which the plurality of registrants were registering when providing the set of default questionnaire responses and a set of custom questionnaire responses;

automatically determining with the first electronic device whether there are matched registrants by:

parsing the plurality of default questionnaire responses associated for the plurality of registrants against a first identifier relating to a requirement associated with a role associated with the event and a second identifier relating to a shift associated with a role associated with the event to establish an initial list of registrants; and

parsing the plurality of custom questionnaire responses associated with the initial list of registrants against a custom filter of a plurality of custom filters, the custom filter of the plurality of custom filters associated with a custom question of the plurality of custom questions to establish the matched registrants;

upon determining either that there are no matched registrants or that there are remaining at least one of the role defined by the first identifier and the shift defined by the second identifier which have not been matched transmitting an electronic communication comprising data from the first electronic device to a second electronic device to render a graphical user interface (GUI) to a user of the second electronic device comprising the plurality of custom filters for use by the user of the second electronic device to filter the plurality of registrants to assign registrants to the remaining at least one of roles defined by the first identifier and the shift defined by the second identifier which have not been matched; and

upon determining that there are matched registrants transmitting other electronic communications comprising other data from the first electronic device to electronic devices associated with the matched registrants; wherein

each custom filter of the plurality of custom filters has been automatically established by the first electronic device in dependence upon a custom question of the plurality of custom questions forming part of the questionnaire presented to each registrant of the plurality of registrants in response to which each registrant of the plurality of registrants generating their set of default questionnaire responses and set of custom questionnaire responses which are stored within the database;

second electronic device renders a graphical user interface (GUI) to a user of the second electronic device comprising the plurality of custom filters for use by the user of the second electronic device to filter the plurality of registrants to assign registrants to the remaining at least one of roles defined by the first identifier and the shift defined by the second identifier which have not been matched; and

each electronic device of the electronic devices associated with the matched registrants provides at least a visual indication to the matched registrant associated with that electronic device of the electronic devices associated with the matched registrants.

2. The system according to claim 1 , wherein

each custom question of the plurality of custom questions was established by the first electronic device by:

storing content received via the first network interface content from a third electronic device, the content comprising the custom question of the plurality of custom questions; and

storing a format of answers to the custom question of the plurality of custom questions received from the third electronic device; and

each custom filter of the plurality of custom filters is automatically established in dependence upon the content of a predetermined custom question of the plurality of custom questions and the format of the predetermined custom question of the plurality of custom questions.

3. The system according to claim 1 , wherein

each custom question of the plurality of custom questions was established by the first electronic device by:

storing content received via the first network interface content from a third electronic device, the content comprising the custom question of the plurality of custom questions; and

storing a format of answers to the custom question of the plurality of custom questions received from the third electronic device;

automatically determining whether the format of the answer to the custom question of the plurality of custom questions is of a first type or a second type;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the first type automatically generating a plurality of filter options which are stored in association with the custom question of the plurality of custom questions;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the second type automatically generating a plurality of filter options which are stored in association with the custom question of the plurality of custom questions in dependence upon a plurality of response options stored within the database established from data received from the third electronic device when the custom question of the plurality of custom questions was generated by a user of the third electronic device;

each custom filter of the plurality of custom filters is automatically established in dependence upon the content of a predetermined custom question of the plurality of custom questions and the format of the predetermined custom question of the plurality of custom questions; and

each custom filter of the plurality of custom filters is applied by the first electronic device to generate a new list of registrants by applying a selected filter option of the plurality of filter options to either the plurality of registrants or the matched list of registrants for rendering within another GUI from which the user of the first electronic device assigns registrants within the new list of registrants to the remaining at least one of roles defined by the first identifier and the shift defined by the second identifier which have not been matched.

4. The system according to claim 1 , wherein

each custom question of the plurality of custom questions was established by the first electronic device by:

storing content received via the first network interface content from a third electronic device, the content comprising the custom question of the plurality of custom questions; and

storing a format of answers to the custom question of the plurality of custom questions received from the third electronic device;

automatically determining whether the format of the answer to the custom question of the plurality of custom questions is of a first type or a second type;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the first type automatically generating a plurality of filter options which are stored in association with the custom question of the plurality of custom questions;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the second type:

storing a plurality of response options to the custom question of the plurality of custom questions received from the third electronic device; and

automatically generating a plurality of filter options which are stored in association with the custom question of the plurality of custom questions in dependence upon the plurality of response options.

5. The system according to claim 1 , wherein

each custom question of the plurality of custom questions was established by the first electronic device by:

storing content received via the first network interface content from a third electronic device, the content comprising the custom question of the plurality of custom questions; and

storing a format of answers to the custom question of the plurality of custom questions received from the third electronic device;

automatically determining whether the format of the answer to the custom question of the plurality of custom questions is of a first type or a second type;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the first type automatically generating a plurality of filter options which are stored in association with the custom question of the plurality of custom questions;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the second type:

storing a plurality of response options to the custom question of the plurality of custom questions received from the third electronic device; and

automatically generating a plurality of filter options which are stored in association with the custom question of the plurality of custom questions in dependence upon the plurality of response options; and

each custom filter of the plurality of custom filters associated with the custom question of the plurality of custom questions comprises a custom filter option of the plurality of custom filter options established by the first electronic device.

6. The system according to claim 1 , wherein

each custom question of the plurality of custom questions was established by the first electronic device by:

storing content received via the first network interface content from a third electronic device, the content comprising the custom question of the plurality of custom questions; and

storing a format of answers to the custom question of the plurality of custom questions received from the third electronic device;

automatically determining whether the format of the answer to the custom question of the plurality of custom questions is of a first type or a second type;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the first type automatically generating a plurality of custom filter options which are defined by the format of the answer to the custom question of the plurality of custom questions and stored in association with the custom question of the plurality of custom questions;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the second type:

storing data received via the first network interface content from the third electronic device, the data comprising a set of default responses to be associated with the custom question of the plurality of custom questions; and

automatically generating the plurality of custom filter options for the custom question of the plurality of custom questions in dependence upon the set of default responses.

7. The system according to claim 1 , wherein

each custom question of the plurality of custom questions was established by the first electronic device by:

storing content received via the first network interface content from a third electronic device, the content comprising the custom question of the plurality of custom questions; and

storing a format of answers to the custom question of the plurality of custom questions received from the third electronic device;

automatically determining whether the format of the answer to the custom question of the plurality of custom questions is of a first type or a second type;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the first type automatically generating a plurality of custom filter options which are defined by the format of the answer to the custom question of the plurality of custom questions and stored in association with the custom question of the plurality of custom questions;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the second type:

storing data received via the first network interface content from the third electronic device, the data comprising a set of default responses to be associated with the custom question of the plurality of custom questions; and

automatically generating the plurality of custom filter options for the custom question of the plurality of custom questions in dependence upon the set of default responses; and

each custom filter of the plurality of custom filters associated with the custom question of the plurality of custom questions comprises a custom filter option of the plurality of custom filter options established by the first electronic device.

8. The system according to claim 1 , wherein

each custom question of the plurality of custom questions was established by the first electronic device by:

storing content received via the first network interface content from a third electronic device, the content comprising the custom question of the plurality of custom questions; and

storing a format of answers to the custom question of the plurality of custom questions received from the third electronic device;

automatically determining whether the format of the answer to the custom question of the plurality of custom questions is of a first type or a second type;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the first type automatically generating a plurality of custom filter options which are defined by the format of the answer to the custom question of the plurality of custom questions and stored in association with the custom question of the plurality of custom questions;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the second type automatically generating the plurality of custom filter options for the custom question of the plurality of custom questions in dependence upon a set of default responses stored by the first electronic device received from the third electronic device.

9. The system according to claim 1 , wherein

each custom question of the plurality of custom questions was established by the first electronic device by:

storing content received via the first network interface content from a third electronic device, the content comprising the custom question of the plurality of custom questions; and

storing a format of answers to the custom question of the plurality of custom questions received from the third electronic device;

automatically determining whether the format of the answer to the custom question of the plurality of custom questions is of a first type or a second type;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the first type automatically generating a plurality of custom filter options which are defined by the format of the answer to the custom question of the plurality of custom questions and stored in association with the custom question of the plurality of custom questions;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the second type automatically generating the plurality of custom filter options for the custom question of the plurality of custom questions in dependence upon a set of default responses stored by the first electronic device received from the third electronic device; and

each custom filter of the plurality of custom filters associated with the custom question of the plurality of custom questions comprises a custom filter option of the plurality of custom filter options established by the first electronic device.

10. The system according to claim 3 , wherein

the plurality of custom filters associated with the custom question of the plurality of custom questions were established by automatically determining whether a format of an answer to the custom question of the plurality of custom questions is of a first type or a second type;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the first type automatically generating a plurality of custom filter options which are defined by the format of the answer to the custom question of the plurality of custom questions and stored in association with the custom question of the plurality of custom questions;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the second type:

storing data received via the first network interface content from the third electronic device, the data comprising a set of default responses to be associated with the custom question of the plurality of custom questions; and

automatically generating the plurality of custom filter options for the custom question of the plurality of custom questions in dependence upon the set of default responses.

11. The system according to claim 3 , wherein

the plurality of custom filters associated with the custom question of the plurality of custom questions were established by automatically determining whether a format of an answer to the custom question of the plurality of custom questions is of a first type or a second type;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the first type automatically generating a plurality of custom filter options which are defined by the format of the answer to the custom question of the plurality of custom questions and stored in association with the custom question of the plurality of custom questions;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the second type:

storing data received via the first network interface content from the third electronic device, the data comprising a set of default responses to be associated with the custom question of the plurality of custom questions; and

automatically generating the plurality of custom filter options for the custom question of the plurality of custom questions in dependence upon the set of default responses; and

each custom filter of the plurality of custom filters associated with the custom question of the plurality of custom questions comprises a custom filter option of the plurality of custom filter options established by the first electronic device.

12. The system according to claim 1 , wherein

each custom question of the plurality of custom questions was established by the first electronic device by:

storing content received via the first network interface content from a third electronic device, the content comprising the custom question of the plurality of custom questions; and

storing a format of answers to the custom question of the plurality of custom questions received from the third electronic device;

storing content received via the first network interface content from a third electronic device, the content comprising a sub-question to the custom question of the plurality of custom questions; and

storing a format of answers to the sub-question of the custom question of the plurality of custom questions received from the third electronic device;

automatically determining whether the format of the answer to the custom question of the plurality of custom questions is of a first type or a second type;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the first type automatically generating a plurality of custom filter options which are defined by the format of the answer to the custom question of the plurality of custom questions and stored in association with the custom question of the plurality of custom questions;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the second type automatically generating the plurality of custom filter options for the custom question of the plurality of custom questions in dependence upon a set of default responses stored by the first electronic device received from the third electronic device;

automatically determining whether the format of the answer to the sub-question of the custom question of the plurality of custom questions is of a third type or a fourth type;

upon determining that the format of the answer to the sub-question of the custom question of the plurality of custom questions is of the third type automatically generating a plurality of further custom filter options which are defined by the format of the answer to the sub-question to the custom question of the plurality of custom questions and stored in association with the sub-question to the custom question of the plurality of custom questions;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the fourth type automatically generating the plurality of further custom filter options for the sub-question to the custom question of the plurality of custom questions in dependence upon a set of other default responses stored by the first electronic device received from the third electronic device.

13. The system according to claim 1 , wherein

each custom question of the plurality of custom questions was established by the first electronic device by:

storing content received via the first network interface content from a third electronic device, the content comprising the custom question of the plurality of custom questions; and

storing a format of answers to the custom question of the plurality of custom questions received from the third electronic device;

storing content received via the first network interface content from a third electronic device, the content comprising a sub-question to the custom question of the plurality of custom questions; and

storing a format of answers to the sub-question of the custom question of the plurality of custom questions received from the third electronic device;

automatically determining whether the format of the answer to the custom question of the plurality of custom questions is of a first type or a second type;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the first type automatically generating a plurality of custom filter options which are defined by the format of the answer to the custom question of the plurality of custom questions and stored in association with the custom question of the plurality of custom questions;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the second type automatically generating the plurality of custom filter options for the custom question of the plurality of custom questions in dependence upon a set of default responses stored by the first electronic device received from the third electronic device;

automatically determining whether the format of the answer to the sub-question of the custom question of the plurality of custom questions is of a third type or a fourth type;

upon determining that the format of the answer to the sub-question of the custom question of the plurality of custom questions is of the third type automatically generating a plurality of further custom filter options which are defined by the format of the answer to the sub-question to the custom question of the plurality of custom questions and stored in association with the sub-question to the custom question of the plurality of custom questions;

upon determining that the format of the answer to the custom question of the plurality of custom questions is of the fourth type automatically generating the plurality of further custom filter options for the sub-question to the custom question of the plurality of custom questions in dependence upon a set of other default responses stored by the first electronic device received from the third electronic device; and

each custom filter of the plurality of custom filters associated with the custom question of the plurality of custom questions comprises a custom filter option of the plurality of custom filter options established by the first electronic device and a further custom filter option of the plurality of further custom filter options established by the first electronic device.

14. The system according to claim 1 , wherein

the first executable instructions when executed by the first microprocessor further configure the first electronic device to:

transmit other data to the second electronic device to render a first GUI and a second GUI to the user of the second electronic device wherein:

the first GUI relates to adding a custom question to the questionnaire, the first GUI comprising;

a first field for the user to enter text for the custom question; and

a menu comprising a set of selectable items, each item of the set of selectable items being a format for an answer to the custom question; and

the second GUI relates to one or more responses where the one or more responses are established in dependence upon a selected item of the set of selectable items within the menu; wherein

for a first subset of the items of the set of selectable items the one or more responses are pre-defined; and

for a second subset of the items of the set of selectable items the one or more responses is a free format text entry field of predetermined length;

for a third subset of the items of the set of selectable items the plurality of responses the one or more responses is a field for another user to upload an item of electronic content.

15. The system according to claim 1 , wherein

the first executable instructions when executed by the first microprocessor further configure the first electronic device to:

update the database by a process comprising:

access stored data within the database;

parse the headers of the stored data against the questionnaire;

determine whether column data header associated with the questionnaire matches a column header in the stored data;

upon determining that the column data header associated with the questionnaire matches a column header in the stored data storing the column data associated with that column data header within the database;

upon determining that the column data header associated with the questionnaire does not match a column header in the stored data executing another process comprising:

automatically creating a custom column within the database;

automatically creating a custom filter for the custom column for use by the user in filtering; and

storing the column data associated with that column data header within the database.

16. The system according to claim 1 , wherein

the first executable instructions when executed by the first microprocessor further configure the first electronic device to import stored data identified by a user of a second electronic into the database.

17. The system according to claim 16 , wherein

importing the stored data into the database comprises:

access the stored data;

parse the headers of the stored data against the questionnaire;

determine whether each column data header associated with the stored data matches a column header in the database;

upon determining that the column data header associated with the stored data matches a column header in the database storing the column data associated with that column data header within the database;

upon determining that the column data header associated with the stored data does not match a column header in the database executing another process comprising:

automatically creating a custom column within the database;

establishing a custom filter for the custom column for use by the user in filtering; and

storing the column data associated with that column data header within the database.

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

generating a custom questionnaire from the data imported; wherein

importing the stored data into the database comprises:

accessing stored data within the database and parsing the headers of the stored data against the questionnaire;

determining whether each column data header of the stored data matches a column header in the stored data;

upon determining that the column data header associated with the stored data matches a column header in the database storing the column data associated with that column data header within the database;

upon determining that the column data header associated with the stored data does not match a column header in the database executing another process comprising:

automatically creating a custom column within the database; and

storing the column data associated with that column data header within the database;

the custom questionnaire solely relates to those column data headers associated with the stored data does not match a column header in the stored data; and

the custom questionnaire comprises custom questions generated by a user of the second electronic device upon the user being presented with the column data headers that do not match column header data in the stored data.

19. The system according to claim 16 , further comprising:

generating a custom questionnaire from the data imported; wherein

importing the stored data into the database comprises:

accessing stored data within the database and parsing the headers of the stored data against the questionnaire;

determining whether each column data header of the stored data matches a column header in the stored data;

upon determining that the column data header associated with the stored data matches a column header in the database storing the column data associated with that column data header within the database;

upon determining that the column data header associated with the stored data does not match a column header in the database executing another process comprising:

automatically creating a custom column within the database; and

storing the column data associated with that column data header within the database;

the custom questionnaire comprises the questionnaire with new custom questions; and

the new custom questions are generated by a user of the second electronic device upon the user being presented with the column data headers that do not match column header data in the stored data.

20. The system according to claim 16 , further comprising generating a custom questionnaire from the data imported;

determining whether the data within the database for a registrant of the plurality of registrants comprises one or more gaps;

transmitting to the registrant of the plurality of registrants a registration update for completion by the registrant of the plurality of registrants; wherein

importing the stored data into the database comprises:

accessing stored data within the database and parsing the headers of the stored data against the questionnaire;

determining whether each column data header of the stored data matches a column header in the stored data;

upon determining that the column data header associated with the stored data matches a column header in the database storing the column data associated with that column data header within the database;

upon determining that the column data header associated with the stored data does not match a column header in the database executing another process comprising:

automatically creating a custom column within the database; and

storing the column data associated with that column data header within the database;

the custom questionnaire comprises either the questionnaire with new custom questions or solely the new custom questions; and

the new custom questions are generated by a user of the second electronic device upon the user being presented with the column data headers that do not match column header data in the stored data.

Assignments (7)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 13, 2024
From: INITLIVE
To: BLOOMERANG LLC
Reel/Frame 066746/0582 →
NUNC PRO TUNC ASSIGNMENT Recorded Mar 13, 2024
From: PINARD, MELISSA MICHELE
To: INITLIVE INC.
Reel/Frame 066746/0409 →
TERMINATION AND RELEASE OF AMENDED AND RESTATED INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Jan 2, 2024
From: CANADIAN IMPERIAL BANK OF COMMERCE, AS ADMINISTRATIVE AGENT
To: BLOOMERANG, LLC
Reel/Frame 066177/0762 →
SECURITY INTEREST Recorded Dec 27, 2023
From: BLOOMERANG, LLC; QGIV, INC.
To: GOLUB CAPITAL MARKETS LLC
Reel/Frame 065963/0762 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 17, 2023
From: INITLIVE INC.
To: BLOOMERANG LLC
Reel/Frame 063674/0006 →
AMENDED AND RESTATED INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Apr 14, 2023
From: BLOOMERANG, LLC
To: CANADIAN IMPERIAL BANK OF COMMERCE, AS ADMINISTRATIVE AGENT
Reel/Frame 063336/0254 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 17, 2023
From: PINARD, MELISSA MICHELE
To: INITLIVE INC.
Reel/Frame 062393/0151 →
Continuity (2)
Provisional Application 62637580 · Mar 2, 2018
Related Publication 20190272312A1 · Sep 5, 2019
Cited By (2)
US 12,389,957 US 12,651,127