Systems and methods for providing a senior leader approval process
AssigneeAvanade Holdings LLC
InventorsPhillip E. Hunt, James R. Stout, Breck Ruppelius
Life of this patent
Estimating the term…
Abstract
Systems and methods of managing tasks within a customer relationship management system. A user with appropriate permissions who is assigned a task can create subtasks subordinate to the assigned task in order to delegate responsibility for completing the task. An owner of a task can seek input from other users by creating an approval route. A user interface is provided to display tasks assigned to a user in an approval route, and to allow a user to provide feedback on tasks assigned to them without having to sort through irrelevant information.
Claims20
A computer-implemented method of creating an approval route, the method comprising:
- receiving, by a computing device, an instruction to create an approval step in an approval route;
- creating, by the computing device, the first approval step and storing the approval step in a task store;
- associating an action with the approval step and storing the action in the task store;
- associating a result with the action, and storing the result in the task store;
- and
- associating a user with the approval step, and storing the association in the task store.
A server, comprising:
- a memory;
- one or more processors;
- and
- a computer-readable medium having computer-executable instructions stored thereon, the instructions comprising instructions that, if executed by a processor of the server, cause the server to provide a web front end to access a task store, the web front end including:
- a task owner view that includes one or more fields configured to display and to allow editing of information associated with a task;
- and
- a task approval view that includes one or more fields configured to display but not edit the information associated with the task.
A computer-readable medium having computer-executable instructions stored thereon that, if executed by one or more processors of a computing device, cause the computing device to perform actions for managing an approval route for a task, the actions comprising:
- receiving, by the computing device, an instruction to create a first approval step in the approval route;
- creating, by the computing device, the approval step and storing the approval step in a task store;
- associating an action with the approval step and storing the action in the task store;
- associating a result with the action, and storing the result in the task store;
- and
- associating a user with the approval step, and storing the association in the task store.
Dependencies are inferred from the claim text.