Activity Entry Merging System with Hierarchical Traceability

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Solution Overview

Problem

Current software systems for enterprise activity reporting lack the ability to merge and consolidate activity entries across multiple managers, preventing effective reporting and management of activities across users.

Innovation Solution

A software system that allows users to create, import, and merge activity entries using drag and drop functionality, maintaining hierarchy and traceability, enabling supervisors to approve and generate combined reports while retaining user and activity information.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If current software systems compile time of all users for a given client or matter, then time tracking is achieved, but the ability to merge and consolidate activity entries across multiple managers is lost

Engineering Contradiction:
Improveactivity reporting efficiencyVSAvoidmerge capability
Core Design Contradiction:
ProductivityVSAdaptability or versatility

Solution Approach 1:

The system enables merging of activity entries from multiple users and managers through a hierarchical structure. Managers can consolidate activity entries from their team members, and higher-level managers can merge reports from multiple lower-level managers, creating a unified view of all activities while maintaining source attribution through metadata tracking.

Inventive Principle:
Principle #5Merging (Combining)

2Adaptability or versatility

If activity entries are merged across multiple managers, then consolidated reporting is enabled, but traceability of original activity entries may be lost

Engineering Contradiction:
Improvemerge capabilityVSAvoidtraceability
Core Design Contradiction:
Adaptability or versatilityVSLoss of information

Solution Approach 1:

When activity entries are merged, the system creates copies of the original entries with metadata that preserves the source information. Each merged entry retains references to the original user, project, and activity details, enabling full traceability back to the source while allowing consolidated reporting at higher hierarchical levels.

Inventive Principle:
Principle #26Copying

3Productivity

If hierarchical merging is implemented across multiple managers, then consolidated reports can be generated, but system complexity increases

Engineering Contradiction:
Improvereport generation capabilityVSAvoidsystem structure
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system divides the activity reporting function into hierarchical segments, where each manager level can independently merge and consolidate activities from their specific team members. This segmented approach allows localized merging operations that can be combined at higher levels, reducing the complexity of managing all-to-all merges across the entire organization.

Inventive Principle:
Principle #1Segmentation

4Ease of operation

If manual merging of activity entries is required, then user control is maintained, but time consumption increases

Engineering Contradiction:
Improveuser controlVSAvoidmerging time
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The system provides self-service merge capabilities where managers can automatically consolidate activity entries from their team members with a single action. The system handles the complex merging logic, metadata preservation, and hierarchical consolidation automatically, while still allowing managers to review and approve the merged results, significantly reducing the time required compared to manual entry-by-entry merging.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS9954911B2System and method for generating and merging activity-entry reports utilizing activity-entry hierarchy and hierarchical information of the activity-entries
Publication Date: 2018.04.24 SHARMA PANKAJ
  • US9954911B2 patent drawing
  • US9954911B2 patent drawing
  • US9954911B2 patent drawing

AI summary

The invention provides for a system and method for activity-entry reporting and activity-entry report generation by utilizing a drag and drop mechanism that allows users to merge submitted activities in order to generate new activities. These activities are contained within activity reports that can be modified and merged by other users in an effort to develop combined activity reports that maintain the traceability of the merged activities.