Template driven creation of promotional planning jobs

G - Physics – 06 – Q

Patent

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G06Q 10/00 (2006.01)

Patent

CA 2427215

A method and system are presented for creating promotion planning jobs that can be implemented in a workflow management system. Templates set forth specific tasks that will be implemented to perform the job. Tasks are assigned to a predefined role. Users of the system are assigned to roles, and then grouped together into teams. Each team is associated with a particular class. A team of users generally contains one user for each role needed to complete a job. A job is created from the template and assigned a class. A team is then selected based on this class. Users that make up that team are then assigned to the particular task based upon the users' role and the role assigned to the task by the template. If a job is assigned to multiple classes, multiple teams will be assigned to the job. A master template allows multiple promotions to be coordinated. Jobs created from master templates have preliminary tasks that are generally performed before the tasks associated with jobs created from related sub-templates.

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