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US5911134A Expired / Lapsed US ⏱️ 0.0 years remaining

Method for planning, scheduling and managing personnel

Assignee: IEX Corp
•
Filing: 1990-10-12
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Granted: 1999-06-08
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Expires: 2010-10-12
📄 Original PDF 🌐 Google Patents

Abstract

Abstract A method for planning, scheduling and managing personnel in an environment in which there is a varying workload by time of day and by day of week to be staffed with a team having a variable number of servers. The method begins by organizing the team of servers into a plurality of management units, each management unit having one or more groups of individual servers. One or more tour templates, each describing a bounded work shift having work rules and operating constraints, are then defined. A forecast is then generated of an event load expected to occur during a forecast time period and a number of servers required to service the expected event load during the forecast time period. The method then allocates expected event load among the plurality of management units according to a predetermined number of servers expected to be available at each management unit during the forecast time period. Thereafter, the tour templates are correlated with the forecast to generate a set of tours for each management unit, each tour defining a work schedule for the forecast time period for a theoretical server of the management unit. The individual servers of each management unit are then assigned to to the generated tours for the management unit.

Inventors

  • 👤 Ronald M. Castonguay
  • 👤 Gary B. Crockett

Bibliographic Details

Application Number —
Jurisdiction US
Data Source google_patents
Last Synchronized 2026-11-08 07:57
CPC Classifications
G; G06; G06Q; G06Q10/00; G06Q10/06; G06Q10/063; G06Q10/0631; G06Q10/06312; G06Q10/06314; G06Q10/06315; H; H04; H04M; H04M3/00; H04M3/22; H04M3/36; H04M3/42; H04M3/50; H04M3/51; H04M3/523; H04M2203/00; H04M2203/40; H04M2203/402

Claims Analysis

Total Claims: 5
Claim 1
Independent Claim 255 words
A method, using a central computer and a plurality of workstation computers connected to the central computer for planning and managing personnel in an environment in which there is a constantly varying event load by time of day and by day of week, the personnel including a team of servers responsible for servicing the event load, each of the central and workstation computers including a processor, comprising the steps of: (a) organizing the team of servers responsible for servicing the constantly varying event load into a plurality of management units, each management unit having at least one workstation computer for managing one or more groups of individual servers at unit and for communicating with the central computer; (b) using the processor of the central computer to generate a forecast of (i) an event load expected to occur during intervals of a forecast time period, and (ii) a number of servers required to service the expected event load during each interval of the forecast time period; (c) using the processor of the central computer to allocate the expected event load among the plurality of management units according to a predetermined number of servers expected to be available at each management unit during each interval of the forecast time period; and (d) using the processor of the central computer to reallocate the expected event load among the plurality of management units during one or more intervals of the forecast time period, the reallocated event load being communicated from the central computer to the management unit workstation computers.
Claim 2
Independent Claim 255 words
A method, using a central computer and a plurality of workstation computers connected to the central computer for planning and managing personnel in an environment in which there is a constantly varying event load by time of day and by day of week, the personnel including a team of servers responsible for servicing the event load, each of the central and workstation computers including a processor, comprising the steps of: (a) organizing the team of servers responsible for servicing the constantly varying event load into a plurality of management units, each management unit having at least one workstation computer for managing one or more groups of individual servers at unit and for communicating with the central computer; (b) using the processor of the central computer to generate a forecast of (i) an event load expected to occur during intervals of a forecast time period, and (ii) a number of servers required to service the expected event load during each interval of the forecast time period; (c) using the processor of the central computer to allocate the expected event load among the plurality of management units according to a predetermined number of servers expected to be available at each management unit during each interval of the forecast time period; and (d) using the processor of the central computer to reallocate the expected event load among the plurality of management units during one or more intervals of the forecast time period, the reallocated event load being communicated from the central computer to the management unit workstation computers.
Claim 3
Dependent Claim 97 words
The method as described in claim 1 wherein the reallocate step includes the steps of: using the processor of the central computer to process actual event load data during the forecast time period and generating a reforecast of event load expected to occur during remaining intervals of the forecast time period and a number of servers required to service the expected event load during each remaining interval of the forecast time period; and using the processor of the central computer to modify the allocations of expected event load as determined in step (c) based on the reforecast.
Claim 4
Dependent Claim 98 words
The method as described in claim 1 wherein the real step includes the steps of: using the processor of the workstation computer to process changes made to one or more server schedules at a particular management unit to determine how such changes affect the particular management unit's event handling capabilities for the intervals changed; and using the processor of the central computer to modify the allocations of expected event load as determined in step (c) for all of the management units based on the changes made to one or more server schedules processed at the particular management unit.
Claim 5
Dependent Claim 20 words
The method as described in claim 1 wherein at least one or more of the management units are remotely located.

References Cited (Backward Citations)

US3593008A Cited
US4510351A Cited
US5040123A Cited
US5111391A Cited

USPTO Annuity & Maintenance Windows

Annuity Stage Window Opens Payment Deadline Surcharge Period Until Estimated Fee Status
3.5 Years (Year 4) 2002-06-07 2002-12-07 2003-06-08 $2000.00 Window Closed / Lapsed
7.5 Years (Year 8) 2006-06-07 2006-12-07 2007-06-08 $3760.00 Window Closed / Lapsed
11.5 Years (Year 12) 2010-06-07 2010-12-07 2011-06-08 $7700.00 Window Closed / Lapsed

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