Method and system for generating, storing and managing records

Books – strips – and leaves – Book – element thereof – or accessory therefor

Reexamination Certificate

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Details

C283S044000, C283S055000, C283S066100, C283S067000, C283S070000, C283S115000

Reexamination Certificate

active

06217074

ABSTRACT:

BACKGROUND OF THE INVENTION
1. Field of the Invention
This invention relates to a record management system and method and, more particularly, to a system and method for generating customized policies, forms and for providing a record management system for receiving and storing both unused and used record forms.
2. Description of Related Art
In the past, many companies have spent considerable amounts of time, effort and money generating policies and appropriate forms for use in their business. It was not uncommon, for example, to have a single employee fill out numerous forms prior to, during and after employment with the company. Typically, the forms were not organized into a single record receiver. Also, after the forms were used, there was no convenient means for identifying the forms or for storing them for a single employee. For example, for a single employee of the company there would simply be a single folder with any forms associated with that employee simply being situated therein. Typically, there was no way of identifying which forms were in the folder. Also, the forms were not organized into any coherent or convenient order. Unfortunately, this sometimes resulted in forms which were required to be completed to be overlooked.
What is needed therefore, is a record management system and method which will conveniently generate the necessary forms, provide storage for the necessary forms prior to use and subsequently store the necessary forms into a convenient storage receiver.
SUMMARY OF THE INVENTION
It is, therefore, a primary object of this invention to provide a system and method for generating a plurality of policies, record forms and for providing a record management system and method for identifying and storing record forms before and after they are used.
It is also an object of this invention to provide a record management system which comprises storage means for storing record forms and also providing means for concealing some information, such as confidential information, while revealing other information, such as non-confidential information.
It is another object of this invention to provide a system and method for generating customized policies, forms, storage and retrieval devices for such customized forms.
In one aspect, this invention comprises a record holder consisting of a container comprising a plurality of compartments, a first indicia associated with one of the plurality of compartments, a second indicia associated with another of the plurality of compartments, a cover secured to the container for closing said plurality of compartments such that the first indicia is visible while the second indicia is concealed.
In another aspect, this invention comprises a file management system consisting of storage means for storing an inventory of a plurality of forms into a predetermined order, where the storage means comprises a plurality of separators for separating the plurality of forms, a first plurality of indicia associated with the plurality of separators, respectively form holder means for holding some of the plurality of forms, the form holder means comprising a second plurality of separators for separating the some of the plurality of forms, and a second plurality of indicia associated with the second plurality of separators, wherein the second plurality of indicia correspond to the first plurality of indicia.
In still another aspect this invention, this invention comprises a method for filing a plurality of forms in a form management system, storing an inventory of the plurality of forms in a first storage container, the first storage container comprising a plurality of compartments separated by a plurality of compartment separators, respectively, each of the plurality of compartment separators comprising at least one first indicia, using at least one of the plurality of forms; and storing the at least one of the plurality of forms used during the using step in a second storage container comprising a second plurality of compartments separated by a second plurality of compartment separators, each of the second plurality of compartment separators comprising at least one second indicia which generally corresponds to the first indicia.
In yet another aspect of this invention, this invention comprises a form management system and method consisting of a plurality of kits each comprising a plurality of forms, at least one of the plurality of kits comprising a form identifier associated therewith, a storage device for organizing the plurality of forms into separate storage device compartments, at least one of the storage device compartments comprising a second form identifier associated therewith, a record holder for organizing the plurality of forms into separate form holder compartments, at least one of the record holder compartments comprising a third form identifier associated therewith, the form identifier, the second form identifier and the third form identifier comprising at least one common characteristic.
In yet another aspect of this invention, this invention comprises a method for managing records comprising the steps of generating a plurality of management forms, situating the plurality of management forms into a record receiver having an identifier for identifying at least one of the plurality of management forms, using the at least one of the plurality of management forms, organizing those of the plurality of management forms utilized in the using step into a predetermined order in a record holder.
These and other objects and advantages of the invention will be apparent from the following description, the accompanying drawings and the appended claims.


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