Task Status Change Tracking With Configurable Reason Codes
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Solution Overview
Problem
Conventional task scheduling tools provide free text fields for status change reasons, making it difficult for users to track and report on status changes in the entity close process, which is time-consuming and inconsistent.
Innovation Solution
A status change explanation tool that offers predefined reason codes and flexible free text fields, allowing users to configure scenarios for status changes, ensuring consistency and ease of reporting through configurable and extensible lists of reason codes.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Adaptability or versatility
If free text fields are used for status change reasons, then users can enter any type of data flexibly, but tracking and reporting on status change reasons becomes difficult and time-consuming
Solution Approach 1:
The patent transforms the status change reason field from a free-text parameter to a structured parameter with predefined codes. Each reason code represents a standardized category (e.g., task completed, error encountered, approval required) that can be systematically tracked and analyzed, thereby improving reporting efficiency while maintaining flexibility through the ability to define custom codes.
Solution Approach 2:
The patent segments the status change reason into discrete, coded categories rather than allowing unstructured text. This segmentation enables systematic tracking of different reason types separately, making it easier to generate reports on specific categories of status changes and identify patterns in the entity close process.
2Loss of information
If free text fields are used for status change reasons, then users can provide detailed explanations, but consistency in tracking and reporting becomes challenging
Solution Approach 1:
The patent changes the parameter structure from unstructured text to coded values with standardized definitions. Each code represents a consistent category that ensures uniform tracking across all status changes, while the associated text fields can still capture detailed explanations when needed, thus maintaining both consistency and information detail.
Solution Approach 2:
The patent introduces an intermediary layer of standardized reason codes between the user's detailed explanation and the tracking system. These codes act as mediators that translate varied user inputs into consistent, categorizable data points, enabling systematic tracking while preserving the ability to capture detailed explanations through associated text fields.
3Ease of operation
If conventional task scheduling tools are used, then task scheduling and status tracking are available, but unified commenting and reporting on status changes is not facilitated
Solution Approach 1:
The patent enhances the task scheduling tool by integrating a universal status change reason coding system that serves multiple functions: tracking status changes, generating standardized reports, analyzing process patterns, and facilitating communication across the organization. This multi-functional approach eliminates the need for separate tracking systems and improves overall reporting efficiency.
Data Source
AI summary
According to some embodiments, systems and methods are provided including a memory storing processor-executable program code; and a processing unit to execute the processor-executable program code to cause the system to: select an element from a plurality of elements, wherein each element includes one or more configurable parameters; configure each parameter for the selected element; apply the configured element to a task in a task list; and display the parameters on a user interface display based on the applied configured element. Numerous other aspects are provided.


