WO2007126320B1 - Content management system - Google Patents

Content management system

Info

Publication number
WO2007126320B1
WO2007126320B1 PCT/NZ2007/000095 NZ2007000095W WO2007126320B1 WO 2007126320 B1 WO2007126320 B1 WO 2007126320B1 NZ 2007000095 W NZ2007000095 W NZ 2007000095W WO 2007126320 B1 WO2007126320 B1 WO 2007126320B1
Authority
WO
WIPO (PCT)
Prior art keywords
organisation
requirements
organisations
templates
document
Prior art date
Application number
PCT/NZ2007/000095
Other languages
French (fr)
Other versions
WO2007126320A1 (en
Inventor
Christine Dawn Jorgensen
Bruce Monkton
Christopher Michael Johnson
Original Assignee
Ebizdocz Ltd
Christine Dawn Jorgensen
Bruce Monkton
Christopher Michael Johnson
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Priority claimed from NZ546853A external-priority patent/NZ546853A/en
Application filed by Ebizdocz Ltd, Christine Dawn Jorgensen, Bruce Monkton, Christopher Michael Johnson filed Critical Ebizdocz Ltd
Publication of WO2007126320A1 publication Critical patent/WO2007126320A1/en
Publication of WO2007126320B1 publication Critical patent/WO2007126320B1/en

Links

Classifications

    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F40/00Handling natural language data
    • G06F40/10Text processing
    • G06F40/166Editing, e.g. inserting or deleting
    • G06F40/186Templates

Landscapes

  • Engineering & Computer Science (AREA)
  • Theoretical Computer Science (AREA)
  • Health & Medical Sciences (AREA)
  • Artificial Intelligence (AREA)
  • Audiology, Speech & Language Pathology (AREA)
  • Computational Linguistics (AREA)
  • General Health & Medical Sciences (AREA)
  • Physics & Mathematics (AREA)
  • General Engineering & Computer Science (AREA)
  • General Physics & Mathematics (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)

Abstract

The present invention relates to a system and method for providing documents to users in organisations that comprises receiving a request for a document relating to an activity to be undertaken by a user in relation to an organisation, generating a document relating to that activity, the document comprising content influenced by at least one requirement the organisation is obliged or desires to comply with, wherein the document is generated from at least one of a plurality of templates.

Claims

- 43 -CLAIMS
1. A method for providing documents to users in organisations, wherein each organisation is operating in an industry and is obliged or desires to comply with one or more requirements, wherein for each organisation the requirements that the organisation is obliged or desires to comply with can be requirements that are specified for solely for the organisation itself or can be requirements that: are specified for all organisations of the same type, specified for an industry in which the organisation operates and/or specified for one or more industries of which the organisation operates in, the method comprising the steps of: receiving a request for a document relating to an activity to be undertaken by a user in relation to an organisation, generating a document relating to that activity, the document comprising content influenced by at least one requirement the organisation is obliged or desires to comply with, wherein the document is generated from at least one of a plurality of templates, each of the plurality of templates being relevant to a plurality of organisations and being for generating a document relating to an activity that.can be carried out in respect of any of the plurality of organisations to which it is relevant, and each template comprising content influenced by at least one requirement that the plurality organisations are obliged or desire to meet, and providing the document to the user, wherein each template is updateable to change the content, such that if any change occurs in the at least one requirement specified for the plurality of organisations, any templates relevant to those plurality organisations can be changed so that a document generated from the template will include content influenced by the changed requirements.
2. A method according to claim 1 wherein updating the content comprises updating text in the template, or updating identifiers that refer to information items for inclusion in the template.
3. A method according to one or claims 1 or 2 further comprising the step of: monitoring sources that determine the requirements specified for the plurality of organisations, and when a change in one or more requirements occur, updating one or more relevant templates that are used to generate documents containing content influenced by the one or more changed requirements for the plurality of organisations that are obliged or desire to meet the changed requirements.
4. A method according to any preceding claim wherein generating a document comprises inserting one or more items of information into the template from a store of information items wherein the template comprises one or more identifiers that specify which of the one or more items of information from the store should be inserted.
5. A method according to claim 4 wherein each item of information is updateable such that if any changes in requirements occur, one or more items of information affected by the change in requirements can be amended.
6. A method according to any preceding claim further comprising the step of determining which templates are relevant to which organisations, and defining access permissions that enable access to those documents by users in the relevant organisations. - 44 -
7. A method according to any preceding claim further comprising the step of providing each user with access to request one or more documents relating to an activity to be undertaken by the user in relation to an organisation.
8. A method according to any preceding claim wherein the plurality of templates comprise one or more of the following: i) one or more global templates for generating one or more documents relevant to a plurality of organisations operating in a range of industries, each document relating to an activity to be undertaken by a user in relation to the organisation and comprising content influenced by requirements the plurality of organisations are obliged or desire to meet, ii) one or more industry templates for generating one or more documents relevant to a plurality of organisations operating in one industry, each document relating to an activity to be undertaken by a υsef in relation to the organisation and comprising content influenced by requirements the plurality of organisations are obliged or desire to meet, iii) one or more organisation templates for generating one or more documents for relevant to organisations of a certain type operating in an industry, each document relating to an activity to be undertaken by a user in relation to the organisation and comprising content influenced by requirements the organisations are obliged or desire to meet, and iv) one or more role templates for generating one or more documents for one or more users in an organisation, each document relating to an activity to be undertaken by the one or more users in relation to the organisation and comprising content influenced by requirements the organisation is obliged or desire to meet.
9. A method according to any preceding claim wherein: i) where a change in requirements occurs that affects all industries, the global templates are updated, ii) where a change in requirements occurs that affects all organisations in one industry, then the industry templates are updated, iii) where a change in requirements occurs that affects one organisation type, then the organisation templates are updated, iv) where a change in requirements occurs that affects the roles carried out by one or more users in an organisation, the role templates are updated.
10. A method according to any preceding claim wherein a requirement is a procedure, policy, standard, regulation, other legislative requirement or any else that a particular organisation is obliged or desire to comply with
11. A method according to any preceding claim wherein a third party assists in providing documents to the users in one or more organisations.
12. A method according to any preceding claim wherein the documents are one or more of: - 45 - i) operating procedures, ii) forms, iii) letters, iv) purpose information, v) instructions, vi) job descriptions, vii) advice, viii) contracts.
13.. A method according to any preceding claim further comprising the steps of: testing a user of an organisation on matter relating to requirements that the organisation is obliged or desire to meet, determining if the user does not pass the test, and if they do not pass the test, providing a document to the user containing information to educate the user on the matter.
14. A method according to any preceding claim further comprising the step of providing the generated document to the user.
15. A method of training users in organisations, wherein each organisation is operating in an industry and is obliged or desire to comply with one or more requirements, wherein for each organisation the requirements are specified for the organisation and/or the industry in which the organisation operates, the method comprising: testing a user of an organisation on matter relating to requirements that the organisation is obliged or desire to meet, determining if the user does not pass the test, and if they do not pass the test, providing a document to the user containing information to educate the user on the matter.
16. A method according to claim 15 further comprising the step of providing or indicating a particular item of the document relating to the matter.
17. A system for providing documents to users in organisations, wherein each organisation is operating in an industry and is obliged or desires to comply with one or more requirements, wherein for each organisation the requirements that the organisation is obliged or desires to comply with can be requirements that are specified for solely the organisation itself or can be requirements that are: specified for all organisations of the same type, specified for an industry in which the organisation operates, and/or specified for one or more industries of which the organisation operated in, the system comprising: input means for receiving a request for a document relating to an activity to be undertaken by a user in relation to an organisation, computer system for generating a document relating to that activity, the document comprising content influenced by at least one requirement the organisation is obliged or desires to comply with, a data store with a plurality of templates wherein the document is generated from at least one of the plurality of templates, each of the plurality of templates being relevant to a plurality of organisations and being for generating a document relating to an activity that can be carried out in respect of any of the plurality of organisations to which it is relevant, and each template comprising content influenced by at least one requirement that plurality of the organisations are obliged or desire to meet, and an output system for providing the document to the user, wherein each template is updateable to change the content, such that if any change occurs in the at least one requirement specified for the plurality of organisations, any templates relevant those plurality of organisations can be changed so that a document generated from the template will include content influenced by the changed requirements.
18. A system according to claim 17 wherein updating the content comprises updating text in the template, or updating identifiers that refer to information items for inclusion in the template.
19. A system according to claim 18 or 19 comprising an input interface means for updating the one or more relevant templates are updated via the interface that are used to generate documents containing content influenced by the one or more changed requirements for plurality of organisations obliged or desire to meet the changed requirements.
20. A system according to any one of claims 17 to 19 wherein generating a document includes inserting one or more items of information into the template from a store of information items wherein the template comprises one or more identifiers that specify which of the one or more items of information from the store should be inserted.
21. A system according to any one of claims 17 to 20 wherein each item of information is updateable such that if any changes in requirements occur, one or more items of information affected by the change in requirements can be amended.
22. A system according to any one of claims 17 to 21 wherein the computer system is adapted to receive input determining which templates are relevant to which organisations, and defining access permissions that enable access to those documents by users in the relevant organisations.
23. A system according to any one of claims 17 to 22 wherein the system further comprises an input interface that provides each user with access to request one or more documents relating to an activity to be undertaken by the user in relation to an organisation.
24. A system according to any one of claims 17 to 23 wherein the plurality of templates comprise one or more of the following: i) one or more global templates for generating one or more documents relevant to a plurality of organisations operating in a range of industries, each document relating to an activity to be undertaken by a user in relation to the organisation and including content influenced by requirements the plurality of organisations are obliged or desire to meet, ii) one or more industry templates for generating one or more documents relevant to a plurality of organisations operating in one industry, each document relating to an activity to be undertaken by a user in relation to the organisation and including content influenced by requirements the plurality of organisations are obliged or desire to meet, iii) one or more organisation templates for generating one or more documents relevant to one or more organisation of a certain type operating in an industry, each document relating to an activity to be undertaken by a user in relation to the organisation and including content influenced by requirements the organisation is obliged or desires to meet, and iv) one or more role templates for - 47 - generatϊng one or more documents for one or more users in an organisation, each document relating to an activity to be undertaken by the one or more users in relation to the organisation and including content influenced by requirements the organisation is obliged or desires to meet.
25. A system according to any one of claims 17 to 24 wherein: i) where a change in requirements occurs that affects all industries, the global templates are updated,
U) where a change in requirements occurs that affects all organisations in one industry, then the industry templates are updated, iii) where a change in requirements occurs that affects one organisation, then the organisation templates are updated, iv) where a change in requirements occurs that affects the roles carried out by one or more users in an organisation, the role templates are updated.
26. A system according to any one of claims 17 to 25 wherein a requirement is a procedure, policy, standard, regulation, other legislative requirement or any else that a particular organisation is obliged or desire to comply with.
27. A system according to any one of claims 17 to 26 wherein the system is implemented by a third party that assists in providing documents to the users in one or more organisations.
28. A system according to any one of claims 17 to 27 wherein the documents are one or more of: i) operating procedures, ii) forms, iii) letters, ϊv) purpose information, v) instructions, vi) job descriptions, vii) advice, viii) contracts.
29. A system for training users in organisations, wherein each organisation is operating in an industry and is obliged or desires to comply with one or more requirements, wherein for each organisation the requirements are specified for the organisation and/or the industry in which the organisation operates, the system comprising: a computer system for: testing a user of an organisation on matter relating to requirements that the organisation is obliged or desires to meet, determining if the user does not pass the test, and if they do not pass the test, - 48 - providing a document to the user containing information to educate the user oiϊ the matter.
30. A system according to claim 29 wherein the system further comprises a means for providing or indicating a particular item of the document relating to the matter.
31. A system according to claim 29 or 30 wherein testing comprises asking one or more questions and receiving answers from the user and determining if the user does not pass the test involves comparing their answers with the correct answers.
32. A system according to any one of claims 29 to 31 wherein the system is further adapted to record the user's responses to the questions
33. A system according to any one of claims 29 to 32 wherein the system is implemented by a third party.
34. A system according to any one of claims 29 to 33 wherein a requirement is one or more of a procedure, policy, standard, regulation, legislative requirement, or activity/task.
35. A system according to any one of claims 29 to 34 wherein the test results can be used for one or more of: retraining, benchmarking, training needs analysis, risk management.
36. A method for providing documents to users in organisations, wherein each organisation is operating in an industry and is obliged or desires to comply with one or more requirements, wherein for each organisation the requirements are specified for the organisation and/or the industry in which the organisation operates, the method comprising: receiving a request for a document relating to an activity to be undertaken by a user in relation to an organisation, generating a document relating to that activity, the document including content influenced by at least one requirement the organisation is obliged or desires to comply with, wherein the document is generated from at least one of a plurality of templates, each of the plurality of templates being relevant to one or more organisations and being for generating a document relating to an activity to be carried out in respect of the one or more organisations to which it is relevant, and each template including content influenced by at least one requirement the one or more organisations are obliged or desire to meet, and providing the document to the user, wherein each template is updateable to change the content, such that if any change occurs in the requirements specified for one or more organisations, any templates relevant to those one or more organisations can be changed so that a document generated from the template will include content influenced by the changed requirements.
37. A system for providing documents to users in organisations, wherein each organisation is operating in an industry and is obliged or desires to comply with one or more requirements, wherein for each organisation the requirements are specified for the organisation and/or the industry in which the organisation operates, the system comprising: input means for receiving a request for a document relating to an activity to be undertaken by a user in relation to an organisation, computer system for generating a document relating to that activity, the document including content influenced by at least one requirement the organisation is obliged or desires to comply with,
PCT/NZ2007/000095 2006-04-27 2007-04-27 Content management system WO2007126320A1 (en)

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
NZ546853 2006-04-27
NZ546853A NZ546853A (en) 2006-04-27 2006-04-27 Content management system

Publications (2)

Publication Number Publication Date
WO2007126320A1 WO2007126320A1 (en) 2007-11-08
WO2007126320B1 true WO2007126320B1 (en) 2007-12-21

Family

ID=38655767

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/NZ2007/000095 WO2007126320A1 (en) 2006-04-27 2007-04-27 Content management system

Country Status (1)

Country Link
WO (1) WO2007126320A1 (en)

Families Citing this family (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US9779178B2 (en) * 2014-11-12 2017-10-03 Ihs Markit Ky3P, Llc Third party centralized data hub system providing shared access to third party questionnaires, third party responses, and other third party data
US11537786B2 (en) 2020-11-16 2022-12-27 Dropbox, Inc. Generating fillable documents and fillable templates in a collaborative environment

Family Cites Families (7)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
JP3063555B2 (en) * 1995-01-06 2000-07-12 富士ゼロックス株式会社 Document database management apparatus and method
US5987480A (en) * 1996-07-25 1999-11-16 Donohue; Michael Method and system for delivering documents customized for a particular user over the internet using imbedded dynamic content
AUPO489297A0 (en) * 1997-01-31 1997-02-27 Aunty Abha's Electronic Publishing Pty Ltd A system for electronic publishing
AU3783899A (en) * 1998-05-04 1999-11-23 Lockheed Martin Corporation Apparatus and method for creating and documenting procedures
US6356903B1 (en) * 1998-12-30 2002-03-12 American Management Systems, Inc. Content management system
US7039594B1 (en) * 2000-07-26 2006-05-02 Accenture, Llp Method and system for content management assessment, planning and delivery
US7035837B2 (en) * 2002-01-30 2006-04-25 Benefitnation Document component management and publishing system

Also Published As

Publication number Publication date
WO2007126320A1 (en) 2007-11-08

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