1. Field of the Invention
The present invention relates to the management of complex activities particularly those associated with the physical facilities of large organizations. More specifically, an embodiment of the present invention teaches management and reporting on construction completion and inspection status for large and complex organizations such as hospitals. The technology of the present invention can also be applied to all aspects of construction, commissioning, and transitioning utilized by large organizations such as hospitals, and provides a variety of methods, systems, and reporting mechanisms for accomplishing these tasks.
2. Description of Related Art
Due to the complexity of the physical plant facilities of large organizations, a separate category of service has evolved wherein expert practitioners oversee the processes of construction, commissioning, and transition planning of physical plants. Experts manage all aspects of construction, commissioning and transition planning, including construction completion, the inspection process, the correction of deficiencies identified by physical plant inspectors, commissioning completion, installation of IT equipment, and so forth.
One critical aspect of the construction management involves the tracking and correction or completion of “deficiencies” or “punches.” Those skilled in the art will recognize projects, etc. In the past, the inspection process has floundered because it lacked an efficient means of identifying construction completion and resolution of inspection issues identified by inspectors and other construction professionals.
What are needed are mechanisms and systems for managing and tracking complex business processes such as construction, commissioning and transition planning. In particular, what is needed are visual reports that provide construction and inspection status for an entire area or floor. Additionally, the prior art fails to teach a tagging system whereby deficiencies can be labeled where they occur in the physical plant and in the inspection record forms used by inspectors in the field, a computerized master list of deficiencies that can be sorted by room, type, and other criteria, a database in which to record the status of deficiencies and steps taken to complete or correct such deficiencies, and a means for generating visual reports that identify and locate deficiencies clearly. A cohesive teaching for tracking various dynamic construction, commissioning, and transition planning milestones such as installation of drywall, room inspection of deficiencies, installation of furniture and IT equipment, and the like.
From the discussion above, it should be appreciated that there is a need for mechanisms and systems for managing and tracking complex business processes such as construction, commissioning and transition planning. The present invention satisfies this need.
In accordance with the invention, embodiments of the invention provide a user interface that enables a user to associate a poly-line representation of a facility floor plan, having a plurality of shapes that correspond to contiguous areas of the facility floor plan, with a database of business parameters relating to condition of the contiguous areas. A report generator generates a visual representation of the facility floor plan that maps the business parameters of the database onto the contiguous areas of the poly-line representation and that modifies the visual representation in accordance with updated business parameters values of the database. In this way, the invention provides mechanisms and systems for managing and tracking complex business processes associated with facilities, such as construction, commissioning, and transition planning.
Embodiments of the invention provide techniques for associating a poly-line representation of a facility floor plan having a plurality of shapes that correspond to contiguous areas of the facility floor plan with a database of business parameters relating to condition of the contiguous areas, and for generating a visual representation of the facility floor plan that maps the business parameters of the database onto the contiguous areas of the poly-line representation. The visual representation can be modified in accordance with updated business parameters values of the database.
Other features and advantages of the present invention should be apparent from the following description of the preferred embodiments, which illustrate, by way of example, the principles of the invention.
These and other objects, features, and characteristics of the present invention will become more apparent to those skilled in the art from a study of the following detailed description in conjunction with the appended claims and drawings, all of which form a part of this specification.
The present invention contemplates a variety of methods and systems for tracking business process parameters related to the physical plants (facilities) of large organizations. More specifically, certain embodiments of the present invention contemplate a variety of methods and systems for the management of the construction, commissioning, and transitioning of large organizations such as hospitals. The present invention teaches all these features and provides other aspects through the use of a management database and colorized reporting.
When a large organization constructs a new facility or moves to a new facility, there is an inspection process in which inspectors report deficiencies in that facility to the contractor responsible for that facility. The contractor is responsible for correcting those deficiencies and obtaining verification from inspectors that those deficiencies have been corrected. According to one construction embodiment, the present invention uses a database to monitor the correction process.
A method for managing the construction process starts with a set of floor plans of the physical plant of the organization in question. The floor plans can be derived or taken from a variety of formats, such as computer-aided design (CAD) file formats, and could be of various types, such as architectural drawings or engineering drawings. In one embodiment, the floor plans are exported from CAD drawings to a graphics file format such as the file format of the Visio™ application available from Microsoft Corporation of Redmond, Wash., USA. The present invention teaches converting the drawings from a suitable format into poly-line images, uploads data into poly-line templates, and generates visual reports. For most construction applications, the floor plans are thus formed into a series of poly-line shapes that represent each room in the physical plant individually. Information regarding dynamic construction parameters and milestones such as installation of drywall, room inspection deficiencies, installation of furniture and IT equipment, and the like can then be mapped to the proper room and presented to the user through meaningful status reports such as colorized drawings.
According to one aspect of the present invention, each deficiency in each room that has been reported by an inspector may be associated with a tag number, a status, a description, and an organization that is responsible for the correction of that deficiency. This information is entered in a computerized master punch (deficiency) list that is used to track the status of inspections and to generate reports that can be sorted by a variety of criteria, including area, level, room type, responsible subcontractor, inspection type, deficiency type, or other custom criteria. The database enables the user to generate visual reports based on mapping business process parameters such as the information contained in the master punch list onto the poly-line image of the floor plans created by the poly-line locomotive.
In one embodiment, the visual reports based on the poly-line image of the floor plans show the number of open deficiencies in each room. The general contractor responsible for the construction, commissioning, or transitioning of the physical plant assigns each open deficiency that has been reported by an inspector to a subcontractor. The subcontractors use these reports to identify the problems for which those subcontractors are responsible. The subcontractors correct the deficiencies and report back to the general contractor, who then reports back to the inspectors. The inspectors then visit the physical plant to verify that the deficiencies have been corrected.
Changes in business process parameters such as the status of deficiencies are entered in the appropriate database. The process terminates when all deficiencies that have been reported by inspectors have been reported by those inspectors to have been corrected.
Similar tracking and reporting can be implemented using the teachings of the present invention for complex business processes such commissioning and transitioning.
The present invention contemplates a variety of improved techniques including techniques for management of the complex activities associated with the construction, commissioning, and transition planning of the physical plants of large organizations such as hospitals. For example, embodiments of the invention can use a master punch (deficiency) list to organize the inspection process, track the status of inspections, organize deficiencies by responsible organization, completion status, and location, and to make reports available to support management of the inspection process. The punch list contains a record of each deficiency reported by inspectors that includes a description of that deficiency, the status of that deficiency, and a tag identification number of that deficiency. In this way, the invention enables the user to generate master punch list reports that can be sorted by area; level, room type, subcontractor, inspection type, deficiency type, or other custom criteria.
Other embodiments of the invention include a commissioning tracking system to organize and track commissioning requirements contained in project specifications and to provide reports on the status of training, testing, warranties, and other commissioning matters. Embodiments also include a transition planning database that maintains detailed information on the status of room and equipment completion during the transition planning fitup process. Embodiments described herein also include a poly-line locomotive that converts architectural floor plans into series of poly-line shapes that represent each room in those floor plans. The poly-line locomotive also generates visual reports based on room status reports obtained during the inspection process. These visual reports produce color-coded views of rooms based on the number of deficiencies they contain and indicate the number of deficiencies associated with each room. Project-specific room types may also be highlighted in these reports. These reports and other features of the present invention enable to user to track each room individually as necessitated by the complexity and specialization of the rooms of large organizations.
With reference to
In a first step 102, a set of floor plans of the facility in question is provided. The floor plans may be derived from a variety of formats, such as computer-aided design drawings, and may be of various types, such as architectural drawings or engineering drawings. In a next step 104, the provided drawings, be they computer-aided design and other drawings into poly-line images, uploads data into poly-line templates, and generates visual reports, to convert those floor plans into a series of poly-line shapes that represent each room individually. In one embodiment, the drawings are exported from CAD format into a graphics format such as Visio. The graphic format images are then converted into floor plans having p-line images representing each room individually.
Continuing in a next step 106, the user enters relevant data regarding the construction business process parameters being monitored in a database. Relevant data may include architectural room numbers, room names, room types, room locations, field observations such as the descriptions, identification numbers, and status of deficiencies, inspectors' notes, and other things.
Continuing in a next step 108, the user generates reports based on the visual mapping of current business process parameters onto the poly-line image of the floor plans. These reports may take the form of visual poly-line representations of the floor plans, and may provide such dynamic and static construction information as room numbers, the number and type of deficiencies associated with each room, the ownership of each room, the area, level, and type of each room, the subcontractor responsible for correcting indicated deficiencies, and so on. Rooms may be color-coded in these reports to convey such information as room type, room ownership, and the number of deficiencies associated with each room.
Continuing in a next step 114, the user determines whether the project of correcting the deficiencies has been completed. For example, if rooms having no open deficiencies are colored blue to represent completion in the reports of step 108, the user may check whether all rooms in the poly-line representation of the floor plans are colored blue.
If the project has been completed, the user stops. If the project is still incomplete, in a next step 110, the user takes action to effectuate the business process (e.g., correct or complete deficiencies, tag a deficiency and enter related data into the database, etc.). An example of such action is described below with reference to
With reference to
With reference to
Continuing in a next step 308, the subcontractors report back to the user, and in a next step 310, the user reports back to the inspectors. In a next step 312, the inspectors visit the facility to verify that the deficiencies previously reported have been corrected. In a next and final step 314, the inspectors report back to the user.
One sample report 350 will now be described with reference to
Those skilled in the art will readily appreciate that other room coding schemes (different and more colors, shading) can be used to represent a variety of dynamic information in a format that is readily interpreted and thus very useful to the different parties involved in the process.
One embodiment of the present invention is a method for tracking deficiencies in the physical plants of hospitals. In this embodiment, inspectors are given tags to attach to deficiencies in the physical plant and to attach to the inspection record forms wherein the deficiencies are described and their status is indicated. The information contained in the inspection record forms is entered in the database, and is also provided to the general contractor responsible for the construction, commissioning, or transitioning of the physical plant facility. The general contractor arranges for correction of the reported deficiencies as described above with reference to
The methods and systems of the present invention are applicable to a wide variety of embodiments. These methods and systems can be used to track the business parameters associated with the physical plant of any large organization, can be used to track parameters other than deficiencies in the physical plant, and can be used in connection with activities other than construction, commissioning, and transitioning. For example, these methods and systems could be used to monitor the status of rooms, equipment, or furniture in the facilities of a corporation, government, university, or church, or to produce visual reports in which the rooms of such institutions are color-coded by room type, use, capacity, or ownership.
In addition to the above mentioned examples, various other modifications and alterations of the invention may be made without departing from the invention. Accordingly, the above disclosure is not to be considered as limiting and the appended claims are to be interpreted as encompassing the true spirit and the entire scope of the invention.
Layouts of facilities and the associated database must be prepared and initialized for use. After such layouts have been produced, they may be imported into an appropriately configured computer system and the construction, completion, and transition operations described herein may be performed. An embodiment of a system constructed in accordance with the invention for performing these operations will be described next.
The database 1208 can comprise, for example, a database that includes data maintained according to a database organization for retrieval of information according to a query language, such as the many commercially available database systems that operate according to Structured Query Language (SQL), and the like. The server 1206 is responsible for authenticating users and granting access to data files according to viewing rights of authenticated users. If a user cannot be authenticated, or if the user does not have viewing rights for a selected database, then the server 1206 will deny the user access to the database 1208. If desired, the functions of the server 1206 and database system 1208 can be integrated into a single network computer, or can be distributed among multiple computers. Similarly, the applications and features of the local user 1202 can be provided at the same computer that forms part of the server 1206 or database 1208.
In general, the computer at the local user 1202 can comprise any conventional desktop or laptop computer that has network communications ability with the server 1206 and database 1208. At the local user 1202, an installed application attends to communication between the local user, the server, and the database. For example, an Internet browser such as “Internet Explorer” by Microsoft Corporation of Redmond, Wash., USA can serve as a server communication application 1210 that facilitates communication with the server 1206 as well as file transfer between the two. To gain access to the drawing documents and other files associated with the construction, completion, and transition features of the system, the local user browser application 1210 contacts a network Web site or node corresponding to the file server 1206.
At the server 1206, a login process checks user credentials and authorization data for access to the desired files. After the server has authorized access, the user 1202 can communicate with the server through a file interface 1212 to request and obtain files. The file interface may comprise, for example, an application or a script or browser plug-in, and will be referred to herein as the “Visual Fragnet” application. In the illustrated embodiment, the “Visual Fragnet” comprises an application that can be launched from the server communication application, such as an Internet browser, without being installed at the local machine. Those skilled in the art will understand that so-called “click once” applications are in a category that provide suitable operations as the file interface 1212. That is, the file interface can comprise a Web application that is installed as a Windows (operating system) application.
Files can be retrieved from the server 1206 for viewing at the local user 1202 by conventional transport protocol techniques for network communications over the Internet. Copies of requested drawing files can be stored at the local user in local data storage 1214. At the local user, a report generator application 1216 can be used to generate colorized views of the drawing files and to render changes that reflect the state of the database 1208. That is, the report generator application displays the drawing files for viewing by the local user. The report generator application 1216 can comprise, for example, a graphical application such as “Visio” by Microsoft Corporation of Redmond, Wash., USA. Other suitable graphical drawing and visualization applications will be known to those skilled in the art.
Thus, the server communication application and file interface, in cooperation with the server, provide a user interface that enables a user to associate a poly-line representation of a facility floor plan having a plurality of shapes that correspond to contiguous areas of the facility floor plan with a database of business parameters relating to condition of the contiguous areas and that maps the business parameters of the database onto the contiguous areas of the poly-line representation. In addition, the report generator produces a visual representation of the facility floor plan in accordance with the business parameters mapping and that permits modifying the visual representation in accordance with updated business parameters values of the database. As described further below, the components illustrated in
In the next operation, represented by the
Associating the poly-line representation with the database involves processing a list of the contiguous areas in the poly-line representation, such as a room list, and assigning values of the business parameters to each area, for storage in the database. For example, the
B. Producing a Visual Representation of the Business Parameters
In
The business parameters values in the database can be changed at box 1308. For example, room status information such as room name, room function, room construction status, room deficiencies, room readiness status, commissioning status, and the like can be changed in the database. As described further below, the database change can be implemented by a user by making drawing changes to the visual representation or can be implemented by database editing functions supported by the database system itself.
Lastly, at box 1310, the visual representation of the floorplan is modified in accordance with the change in the database. For example, if the readiness status of a room was changed at box 1308 from “ready” to “not ready”, then the color of the corresponding room in the visual representation would be changed from green (at box 1306) to red (at box 1310). The change in the database is reflected in the visual representation at the time the viewing application renders the visual representation. That is, if the visual representation is rendered at regular intervals by checking values in the database, then the visual representation is updated or modified at corresponding intervals. If changes to the database are pushed to the viewing application as the changes are made, then the visual representation is updated accordingly.
After the poly-line representation has been linked to the database and the visual representation is produced, users can gain access to the drawings and the database for generating reports and viewing the data. These operations are illustrated in the
In the first operation, represented by box 1402 of
If the user is authenticated and has been granted access to the requested facility building project, then at box 1404 of
In the
In particular,
Once a drawing (i.e., Seventh Floor in
When the user selects a poly-line representation, such as the seventh floor of the building, the file interface 1212 at the local user, or some other designated local application, determines if the local copy of the requested poly-line drawing file stored in the local data 1214 (
Timestamp discrepancies can be resolved in different ways at box 1408, depending on system preferences. For any discrepancy, the server copy can be retrieved to overwrite the cache copy. Alternatively, the most recent timestamp value (e.g. time of last edit) can be used to overwrite the older copy, whether server copy of cache copy. In anther alternative, the cache copy can be used to overwrite the server copy only if the local user has administrative rights for the system. The particular discrepancy resolution processing at box 1408 can be selected as a system preference by a system administrator. In conjunction with the box 1408 processing, the requested drawing file can be opened by the viewing application, such as by the report generator application, at the local user.
Once the proper drawing file is identified, system processing at the local user computer passes the drawing to the report generator application, such as the “Visio” application. The selected drawing, indicated in
Selecting any of the “Pline Reports” options illustrated in
B. Database Queries and Reports
As noted, selecting a report from the “Pline Reports” menu automatically generates a database query that results in producing the corresponding report. If the requested report is not a default (non-color) drawing, then the report generator receives data with which it produces a colorized rendering, in accordance with the requested report (query). The report query is represented in
A user can change the way the drawing appears, as indicated at box 1414. An authorized user can make changes to the database through the file interface application, via the user interface of the viewing application. A user who is authorized to make database changes will be presented with appropriate menu options in the file interface (
At box 1416, changes to the local copy (cache) of the drawing are saved at the server to ensure drawing accuracy for the next visual representation. In general, local user changes of a drawing are saved to the server only if the local user is identified as having administrative rights. Thus, only authorized users will be permitted to change server copies of drawings. This reduces the chance of inadvertent drawing changes and ensures that only drawing changes that are authorized by an administrator will get stored in the database.
A variety of hardware configurations can be used for the devices described above. For example, conventional server, desktop, and laptop computers can be used for the server 1206. Those skilled in the art will understand the computing requirements and the corresponding machine configurations suitable for the server 1206, database 1208, and local user 1202. In the illustrated embodiments, the computers generally operate in accordance with the “Windows XP” operating system available through Microsoft Corporation, but other suitable operating system can also be used. Other details of construction and operation will occur to those skilled in the art in view of the description herein. Those skilled in the art will appreciate that a wide variety of device operating systems other than “Windows XP” can provide a suitable environment for execution of the operations described herein. Thus, any computer device that can perform the operations described herein can be utilized in a system constructed in accordance with the present invention.
The program instructions can be received directly, such as by flashing EEPROM of the processor, or can be received through the network interface 2102, such as by download from a connected device or over a WAN or LAN network communication. Once the program instructions are installed in the computer, the instructions can be executed by the processor 2106 so as to operate in accordance with the methods and operations described herein. If desired, the program instructions can be stored on a computer program product 2114 that is read by a reader 2118 of the computer 2100 so that the program instructions can be received into the program memory of the computer. That is, the program product 2114 is for use in a computer system such as the computer 2100, wherein the program product comprises a recordable media containing a program of computer-readable instructions that are executable by the computer processor 2106 to perform the operations described herein. The program product 2114 can comprise, for example, optical program media such as CD or DVD data discs, or flash memory drives, or external memory stores, or floppy magnetic disks, and the like. The computer also includes associated data storage 2120, such as disk storage and data memory, and input/output facilities 2122, such as a display and keyboard.
Thus, the system described herein provides a user interface that enables a user to associate a poly-line representation of a facility floorplan, having a plurality of shapes that correspond to contiguous areas of the facility floorplan, with a database of business parameters relating to condition of the contiguous areas. The system includes a report generator that generates a visual representation of the facility floorplan. The visual representation maps the business parameters of the database onto the contiguous areas of the poly-line representation. Modifications to the database produce modifications to the visual representation through the user interface and report generator in accordance with updated business parameters values of the database. In this way, changing business parameters values in the database can be tracked and viewed in a report that provides a visual representation. In accordance with the invention, the visual representation includes colorized features such that colors are associated with particular values or states of the business parameters in the database.
The present invention has been described above in terms of presently preferred embodiments so that an understanding of the present invention can be conveyed. There are, however, many configurations and techniques for management of facilities construction, commissioning, and transitioning that were not specifically described herein, but with which the present invention is applicable. The present invention should therefore not be seen as limited to the particular embodiments described herein, but rather, it should be understood that the present invention has wide applicability with respect to facilities construction, commissioning, and transitioning generally. All modifications, variations, or equivalent arrangements and implementations that are within the scope of the attached claims should therefore be considered within the scope of the invention.
This application is a Divisional application of U.S. patent application Ser. No. 11/689,449 to W. Clemenson et al., filed Mar. 21, 2007 entitled Tracking and Reporting Construction, Completion, and Inspection Status, which claims the priority benefit of U.S. Provisional Patent Application Ser. No. 60/784,636 to W. Clemenson filed on Mar. 21, 2006. Priority of these patent applications is claimed and the disclosures of the applications are incorporated herein by reference.
Number | Date | Country | |
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60784636 | Mar 2006 | US |
Number | Date | Country | |
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Parent | 11689449 | Mar 2007 | US |
Child | 13007537 | US |