US 11,810,036 B2
Creating and managing statements of work
Jacob Tezak, Austin, TX (US); Basel Shehadeh, Milwaukee, MI (US); and Joshua Karlovich, Canonsburg, PA (US)
Assigned to RICOH COMPANY, LTD., Tokyo (JP)
Filed by Jacob Tezak, Austin, TX (US); Basel Shehadeh, Milwaukee, MI (US); and Joshua Karlovich, Canonsburg, PA (US)
Filed on Jan. 8, 2020, as Appl. No. 16/737,307.
Prior Publication US 2021/0209535 A1, Jul. 8, 2021
Int. Cl. G06Q 10/0631 (2023.01); G06F 3/0482 (2013.01)
CPC G06Q 10/06315 (2013.01) [G06F 3/0482 (2013.01); G06Q 10/06316 (2013.01)] 19 Claims
OG exemplary drawing
 
1. A computing device comprising:
one or more processors;
one or more memories; and
a Statement Of Work (SOW) manager configured to:
cause, to be displayed on a client device, a user interface with controls that allows a user to create a plurality of SOWs based upon a particular SOW template, from a plurality of SOW templates, wherein the particular SOW template has a required approval role that is automatically assigned to each SOW that is created from the particular SOW template and the required approval role is a role that a user must have to approve the SOW;
in response to a first user creating a particular SOW based upon the particular SOW template, automatically assign a pending status to the particular SOW and automatically assign the required approval role from the particular SOW template to the particular SOW, wherein creating the particular SOW comprises uploading, by the first user, a set of documents to the particular SOW in the pending status;
in response to a request to submit the particular SOW for approval:
change the status of the particular SOW from the pending status to a submitted status,
generate a notification that the particular SOW has been created and is ready for review, and
send the notification to a plurality of users in a logical group of the particular SOW, wherein users within the plurality of users are able to add one or more documents to the set of documents in the particular SOW in the submitted status;
in response to a request by a second user to approve the particular SOW in the submitted status, determine whether the second user has the required approval role to approve the particular SOW; and
in response to determining that the second user does have the required approval role to approve the particular SOW:
change the status of the particular SOW from the submitted status to an approved status,
prevent changes from being made to the set of documents of the particular SOW and additional documents from being added to the set of documents, and
generate and transmit an approval notification to a plurality of users in a logical group of the particular SOW;
in response to a user request to recall the particular SOW in the approved status, from the plurality of SOWs, wherein the user request is from a user with a role required to approve the particular SOW:
change the status of the particular SOW from the approved status to an unapproved status, and
generate and transmit a recall notification to the plurality of users in the logical group of the particular SOW, wherein the recall notification indicates that the particular SOW is ready to be reapproved.