US 12,223,356 B2Granted

Systems and methods for a process checklist generator

AssigneeNintex UK Ltd.

InventorsDmitry Shuvaev, Shaun Field

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Abstract

Disclosed herein are systems, methods, and devices for converting a static and non-functional electronic mapped process of a programmatic workflow into a functional, user-interactive process checklist that tracks and manages the steps of the mapped process and enables the process's steps to be completed and accounted for. The process checklist provides instant visibility into the status and progress of the workflow's underlying process, with responsibilities and handoffs being clear and procedures well-documented; and enables users to engage with the process checklist so that the workflow and its underlying mapped process can progress. The process checklists generated from the systems and methods disclosed herein are dynamic and interactive such that they engage users collaboratively in a visual, easy-to-use solution and that lets users map, manage, and execute the processes they know best—thus improving process-management computer systems with better communication, collaboration, and compliance across multiple users and computer systems.

Claims20

Dependent claims

A method of creating a user-interactive process checklist, comprising:

receiving, by a process checklist server, a request for converting an electronic mapped process to a corresponding user-interactive process checklist,
wherein the electronic mapped process is accessible by a process management server;
receiving, by the process checklist server, at least one data synchronization message from the process management server comprising updated process data associated with the electronic mapped process;
updating, by the process checklist server, a checklist process data corresponding to the electronic mapped process based at least in part on the updated process data of the at least one data synchronization message;
sending, by the process checklist server to the process management server, a synchronization completion confirmation message indicating generation of user-interactive process checklists for the electronic mapped process is allowed;
identifying, by the process checklist server, the electronic mapped process,
wherein the electronic mapped process comprises one or more activities, and
wherein the electronic mapped process resides in at least one of a memory component of the process management server or a memory component within a third-party server;
identifying, by the process checklist server, the one or more activities of the electronic mapped process,
wherein an activity of the one or more activities comprises data identifying a sequential relationship between the activity and the one or more activities, and wherein the activity further comprises data identifying a user task;
converting, by the process checklist server, the activity to a digital instance,
wherein converting the activity to the digital instance comprises creating a user-interactive feature based on the data identifying the user task, and
wherein the user-interactive feature comprises a data-entry component that is in relation to completion of the user task and that allows for a data input by a user or a computer system;
configuring, by the process checklist server, the digital instance to be in a sequential position in relation to digital instances corresponding to the one or more activities, based on the data identifying the sequential relationship between the activity and the one or more activities;
and
generating, by the process checklist server, the corresponding user-interactive process checklist,
wherein the corresponding user-interactive process checklist comprises the digital instance and further comprises a visual representation of the data identifying the user task, and
wherein the visual representation of the data identifying the user task is one of a text or an image.

15 more elements

A non-transitory machine-readable medium comprising instructions that when executed by a data processing device, cause the data processing device to:

receive a request for converting an electronic mapped process to a corresponding user-interactive process checklist,
wherein the electronic mapped process is accessible by a process management server;
receive at least one data synchronization message from the process management server comprising updated process data associated with the electronic mapped process;
update a checklist process data corresponding to the electronic mapped process based at least in part on the updated process data of the at least one data synchronization message;
send to the process management server a synchronization completion confirmation message indicating generation of user-interactive process checklists for the electronic mapped process is allowed;
identify the electronic mapped process,
wherein the electronic mapped process comprises one or more activities, and
wherein the electronic mapped process resides in at least one of a memory component of the process management server or a memory component within a third-party server;
identify the one or more activities of the electronic mapped process,
wherein an activity of the one or more activities comprises data identifying a sequential relationship between the activity and the one or more activities, and
wherein the activity further comprises data identifying a user task;
convert the activity to a digital instance,
wherein converting the activity to the digital instance comprises creating a user-interactive feature based on the data identifying the user task, and
wherein the user-interactive feature comprises a data-entry component that is in relation to completion of the user task and that allows for a data input by a user or a computer system;
configure the digital instance to be in a sequential position in relation to digital instances corresponding to the one or more activities, based on the data identifying the sequential relationship between the activity and the one or more activities;
and
generate the corresponding user-interactive process checklist,
wherein the corresponding user-interactive process checklist comprises the digital instance and further comprises a visual representation of the data identifying the user task, and
wherein the visual representation of the data identifying the user task is one of a text or an image.

16 more elements

A system for creating a user-interactive process checklist, comprising:

a computer system having a hardware processor and a physical memory using executable instructions that, as a result of being executed by the hardware processor, cause the computer system to:
receive a request for converting an electronic mapped process to a corresponding user-interactive process checklist, wherein the electronic mapped process is accessible by a process management server;
receive at least one data synchronization message from the process management server comprising updated process data associated with the electronic mapped process;
update a checklist process data corresponding to the electronic mapped process based at least in part on the updated process data of the at least one data synchronization message;
send to the process management server a synchronization completion confirmation message indicating generation of user-interactive process checklists for the electronic mapped process is allowed;
identify the electronic mapped process,
wherein the electronic mapped process comprises one or more activities, and
wherein the electronic mapped process resides in at least one of a memory component of the process management server or a memory component within a third-party server;
identify the one or more activities of the electronic mapped process,
wherein an activity of the one or more activities comprises data identifying a sequential relationship between the activity and the one or more activities, and
wherein the activity further comprises data identifying a user task;
convert the activity to a digital instance,
wherein converting the activity to the digital instance comprises creating a user-interactive feature based on the data identifying the user task, and
wherein the user-interactive feature comprises a data-entry component that is in relation to completion of the user task and that allows for a data input by a user or a computer system;
configure the digital instance to be in a sequential position in relation to digital instances corresponding to the one or more activities, based on the data identifying the sequential relationship between the activity and the one or more activities;
and
generate the corresponding user-interactive process checklist,
wherein the corresponding user-interactive process checklist comprises the digital instance and further comprises a visual representation of the data identifying the user task, and
wherein the visual representation of the data identifying the user task is one of a text or an image.

16 more elements

Dependencies are inferred from the claim text.

Facts

Application: 17/510,184Filed 25 Oct 2021 · us provisional application
Priority: 23 Oct 2020
Published: US 2022/0129319 A128 Apr 2022
Granted: 11 Feb 2025
Term ends: Not estimatedThe source records don’t support an estimate.

Classification4 codes

G06F 9/5027
To service a request: the resource being a machine, e.g. CPUs, Servers, Terminals
G06Q 10/06
Administration; Management: resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation…
G06F
Computing and data processing
G06Q
Information and communication technology [ict] specially adapted for administrative, commercial, financial, managerial

Family

Application63/104,964Us provisional application · filed 23 Oct 2020
US 2022/0129319 A1Pre-grant publication · published 28 Apr 2022
US 12,223,356 B2This patent

From the US filing history. Foreign family members aren’t listed.

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