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US 12,367,434 B2Granted
Methods and systems for resource and organization achievement
AssigneeShared Performance, LLC
InventorDavid T. De Spong
Life of this patent
Estimating the term…
Abstract
Methods and systems for resource and organization achievement are described. Goal data associated with a resource may be received. The goal data may include a goal title, a goal time period, a goal status, and a goal access level. The goal status may identify progress by the resource toward a goal. The goal access level may define other resource access to a goal item beyond the resource. The goal data may be stored in a database. A display of a goal item associated with the resource may be generated based on at least a portion of the goal data. The goal item may represent the goal for the resource. Additional methods and systems are disclosed.
Claims20
A method comprising:
- storing goal data in a database memory, the goal data associated with a resource of a plurality of resources and a goal template including a grouping of goals associated with a subset of a group including the resource, the goal data including a goal title, a goal time period, a goal status, and a goal access level, the goal status identifying progress by the resource toward a goal, the goal access level defining other resource access to a goal item beyond the resource;
- receiving, by a processor from a remote device over a network, a linking request initiated by a particular one of the plurality of resources defining a new link between the goal item with another goal item or with a non-goal item, the non-goal item being different than the goal item;
- linking, by the processor, an association between the goal item and the another goal item or the goal item and the non-goal item based on receipt of the linking request;
- storing the link of the goal item and the non-goal item in a database in a memory;
- and
- generating, by the processor, a display at a user interface of a representation of the goal item and the link between goal item and the non-goal item, the representation of the goal item including representations of at least one of at least a portion of the goal data, the goal for the resource, the goal template, the display including a goal status visual identifier providing a non-textual visual indicator to reflect the goal status, such that different goal statues are represented by different appearances of the goal status visual identifier;
- sending the representation of the goal item and the representation of the link over a network;
- storing the goal item via a first electronic box of the user interface associated with the database in the memory to secure the goal item and the links associated with the goal item;
- storing the non-goal item via a second electronic box of the user interface associated with the database in the memory to secure the non-goal item and the links associated with the non-goal item;
- and
- securing the goal item from change except when a change is by a manager device, an owner device that owns the goal item, or a device with the assigned goal access level with the change supporting at least part of an organization goal strategy;
- wherein generating the display of the goal item further comprises generating an additional goal display, the additional goal display including display of an additional goal item, generation of the display of the goal item being in a first pane of a user interface, generation of the additional display being in a second pane, the method further comprising:
- determining that the additional goal item is linked to the goal item,
- wherein the display of the goal item includes indicia of a determination that the additional goal item is linked and the display of the additional goal item includes indicia of the determination that the additional goal item is linked;
- receiving a new goal item request for a new goal item and storing the new goal item request via a new first box of the user interface associated with the database in the memory;
- populating a user interface with default goal data based on receipt of the new goal item request, the default goal data including a default goal status, and a default goal access level,
- wherein receipt of the goal data is through the user interface and at least some of the goal data is not populated;
- and
- securing the new goal item via the first box of the user interface from changes by devices other than changes from a manager device, an owner device that owns the goal item, a device with the assigned goal access level, or combinations thereof.
16 more elements
A method comprising:
- receiving a plan item request associated with a resource item and a plan template, the plan item request including plan data associated with the resource item and identification of a plan section family, the resource associated with a plan template managed by a template module stored in a memory and executed by the processor, the plan data including a plan time period, a plan title, a plan priority, a plan status, and a plan access level, the plan status identifying progress by the resource toward a plan, the plan access level defining other resource access to a plan item beyond the resource;
- determining whether the plan data is in compliance with the plan section family based on the plan template associated with the resource;
- storing the plan data in a first electronic box of the user interface associated with a database in a memory based on a determination that the plan data is in compliance;
- storing the resource item in a second electronic box of the user interface associated with the database in the memory;
- securing the plan item request from change except when a change is by a manager device, an owner device that owns the plan item, or a device with the plan access level with the change supporting at least part of an organization plan strategy;
- and
- generating, by the processor, a display of the plan item associated with the resource item based on at least a portion of the plan data, the plan item representing the plan for the resource item, the plan item being related to the plan template,
- wherein generating the display of the plan item further comprises:
- generating an additional plan item display, the additional plan item display including a display of an additional plan item, generation of the display of the plan item being in a first pane of a user interface, generation of the additional display being in a second pane, determining that the additional plan item is linked to the plan item,
- wherein the display of the plan item includes an indicia of a determination that the additional plan item is linked and the display of the additional goal item includes the indicia of the determination that the additional plan item is linked;
- receiving a new plan item request for a new plan item and storing the new plan item request via a new first box of the user interface associated with the database in the memory;
- populating a user interface with default plan data based on receipt of the new plan item request, the default plan data including a default plan status and a default plan access level,
- wherein receipt of the plan data is through the user interface and at least some of the plan data is not populated;
- and
- securing the new plan item from changes by devices other than changes from the manager device, an owner device that owns the plan item, or a device with the plan access level.
12 more elements
Dependencies are inferred from the claim text.