Computer system and method for work management

G - Physics – 06 – F

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354/112, 354/34

G06F 15/403 (1990.01) G06F 15/21 (1990.01) G06F 15/40 (1990.01)

Patent

CA 2024320

PATENT 361550-2006 I. ABSTRACT OF THE INVENTION A computerized system and method for managing work in process is provided. An initial transaction records case specific information. The case specific information is automatically linked with a work source index which includes basic client information. An electronic file is created for each case arising out of the initial transaction record. As work is performed on the case, the system tracks its progress and provides a variety of support functions. An electronic activity log function maintains a record of key activities involved in the processing of work items. An electronic diary function provides a means for prioritizing work and for scheduling various tasks. A staff table function provides a facility for storing information relevant to office personnel. Most of the system functions are integrated with the staff table function which provides a number of security and function parameters. A text processing function is provided which integrates stored database information into preformatted and customized documents. A "local data" function provides a facility for customization of data recordation and output at the local level. Various other system functions provide the ability to modify, update, search and record additional case information. ITT/2006E Draft 2.1

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