Browse Prior Art Database

Method of Parallel Approval and Dynamic Routing of Forms

IP.com Disclosure Number: IPCOM000123128D
Original Publication Date: 1998-Jun-01
Included in the Prior Art Database: 2005-Apr-04
Document File: 2 page(s) / 94K

Publishing Venue

IBM

Related People

Halwachs, L: AUTHOR [+2]

Abstract

Invention is a Lotus Notes approval function inside Tools Connect to track which approver(s) had approved, and the date of approval. This approval function also let any of the designated approvers mark their approval without worry to the order of approvers. This new function stored the information as part of the form content. This function also tracked who still had to approve, the due date for approval, and sent e-mails to those who were late.

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This is the abbreviated version, containing approximately 52% of the total text.

Method of Parallel Approval and Dynamic Routing of Forms

   Invention is a Lotus Notes approval function inside Tools
Connect to track which approver(s) had approved, and the date of
approval.  This approval function also let any of the designated
approvers mark their approval without worry to the order of
approvers.  This new function stored the information as part of the
form content.  This function also tracked who still had to approve,
the due date for approval, and sent e-mails to those who were late.

   Invented a Lotus Notes approval function inside Tools Connect
to allow the form to be editable, even though it was in the process
of being approved.  Information on the form could be changed, and an
audit function captured who made the change, and when.  Users were
capable of changing the actual form content, or provide comments
regarding the form content.  Users could be anyone with edit access
to the form as well as approvers.  Thus persons outside the approval
process could update the information.  This was desired because if an
approver found necessary information was missing, a person with the
correct knowledge could open the form, provide the information and
save it, without disrupting or interfering with the approval process.

   Invented a Lotus Notes approval function inside Tools Connect
to lock the form when an individual is in the process of making up
dates.  This prevented  one person's updates from being overlayed by
another person's without knowing that it was about to happen.  Given
the scenario described above, this was essential.  The Lotus Notes
product does not provide a document locking function.  Therefore a
new method of controlling edits of a document was necessary.  It was
especially important given that the data to be changed was data that
was to be approved.  Approvers needed to know the precise information
set they were about to approve.  Data could not afford to be lost.
Also, the locking mechanism provided the capability to audit a change
each user made.  Each change was sent to an audit database.

   Invented a Lotus Notes approval function inside Tools Connect
to supply a central focus point, or administrator, the ability to
define for each form type the set of approvers.  This set of
approvers included reviewers and official approvers.  Basically, a
document was created for each form type which co...