Transaction-based survey system
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(19) United States (12) Patent Application Publication (10) Pub. No.: US 2003/0105659 A1 Eisenstein
(43) Pub. Date:
(54)
TRANSACTION-BASED SURVEY SYSTEM
(76)
Inventor:
Jun. 5, 2003
Publication Classi?cation
Jonathan Eisenstein, Stamford, CT
(51)
Int. Cl.7 .
(US)
(52)
US. Cl. .............................................................. .. 705/10
Correspondence Address: BUCKLEY, MASCHOFF, TALWALKAR, &
G06F 17/60
(57)
ALLISON
ABSTRACT .
.
.
.
5 ELM STREET
A system to administer a survey includes reception of
NEW CANAAN CT 06840 (Us) ’
indications from a user of one or more ?elds of a database, the ?elds specifying information, determination that the one
(21)
App1_ No;
10/010,779
or more criteria have been satis?ed based on information speci?ed in the one or more ?elds, and transmission of the
(22)
Filed;
Dec, 3, 2001
survey to a respondent based on the determination.
400
/
COMMUNICATION NETWORK
200 |
'
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\\ 500
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Patent Application Publication
Jun. 5, 2003 Sheet 1 0f 19
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US 2003/0105659 A1
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Patent Application Publication
Jun. 5, 2003 Sheet 2 0f 19
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Patent Application Publication
Jun. 5, 2003 Sheet 3 0f 19
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Patent Application Publication
PRINTE
Jun. 5, 2003 Sheet 5 0f 19
A
V
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DISPLAY
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540
DIENVPUCTE
A
590
PCOMRT. O
PROCES
ROM FIG.5
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MICRO
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Patent Application Publication
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Jun. 5, 2003 Sheet 6 0f 19
US 2003/0105659 A1
Patent Application Publication
Jun. 5, 2003 Sheet 7 0f 19
US 2003/0105659 Al
Patent Application Publication
Jun. 5, 2003 Sheet 9 0f 19
23k
02
US 2003/0105659 A1
Patent Application Publication
Jun. 5, 2003 Sheet 10 0f 19
US 2003/0105659 A1
25o\v ErieAuiulnaled Survey 1.0
Please take the following steps to send Automated Surveys:
1 000
1010 1) Change e-mail server connecirvry I1 needed. 1020
\
2] Set up Help Desk database connectivity (CD50).
1030 \~
1 040 \*
3) VreWfEdrt questions to be Included In a survey
QLFGSUDH Setup 't 2:’ -
4) Preparefscheduie survey malhng
Schedule Survey
Next Scheduied Survey Hone
@
Cancel Survey
Survey lniu
Currant DateiTrme'
ll
||||
/-1()5O
{-1 060
Clear Sent Survey 08 View Survey Log 22720131 11 55 AM
lill
FIG. 10
nu
Patent Application Publication
Jun. 5, 2003 Sheet 11 0f 19
US 2003/0105659 A1
This is the turret": 1? address of your IE SMTP (e-rnall) Server.
1 1 10
Please canted: your Network Adrnmstrator for the IP address of your rnal server‘
For tesilng purposes, IF you wish ta send ALL surveys to a single email address, cilck H1e box below.
I
l{1130
EE
FIG. 11
\1120
|
Patent Application Publication
Jun. 5, 2003 Sheet 12 0f 19
US 2003/0105659 A1
250
1% DB Selup 1) Select your Help Desk UDBE data source:
5:atus
ODBCDIrect mnnectlnn tt. Card SBF'vIEES Test
2 Select the Hel Deek Database ?elds that match each of the mtera below ‘“ Re mred .
Eumev lnll; F1 1.8340! Name
'
[\mnet
'
I Suns: lnm lies-.nghon
'
1t mu hate 3 Rehtund Database. the above data “dds are on rrulhple tables These tables must be lll'lLéd uslng keu ?elds /- 1
IS the equm-eient Lew Maid to
[CI thsequmnt k2. M to CE] BE: .5 m “mm M held :0 IE: 4) Elmk ‘Generate Query’ to create SQL syntax based an the selected fnelds.
SELEZT [SuweylnlzHHequeslirE mail] [SwvaulnleHDate] [Suweulnfe] [TlcLetHumba] [SUI'BU Into] Pequeslm Harre] [Survey lnm] [Desurplnon] FROM [bur zey inn]
fou may edt th|< query fcr your :DuDflC DE cunhguvamn. \ 5) Click ‘Test Query‘ to make certaln the SQL syntax IS valid.
/
l
QLH‘I l
1
Result Vahdquery
OK
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FIG. 12
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Patent Application Publication
Jun. 5, 2003 Sheet 14 0f 19
US 2003/0105659 A1
250\ /- 1400
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Patent Application Publication
Jun. 5, 2003 Sheet 15 0f 19
US 2003/0105659 A1
250x
/
1500
1 51 0 2) Select Your location:
USA - Stamford > Card Serwces
'
Users Wlll YECEIVE a swvey based on the date that their help desk ticket was closed.
3) Select closed tickets between:
/— 1 520
IE IE! 1% and
IE] 1%
4) For users with the above closed titket dates, randomly select F % to receive a survey.
1 530
l Cancel ||
(19) United States (12) Patent Application Publication (10) Pub. No.: US 2003/0105659 A1 Eisenstein
(43) Pub. Date:
(54)
TRANSACTION-BASED SURVEY SYSTEM
(76)
Inventor:
Jun. 5, 2003
Publication Classi?cation
Jonathan Eisenstein, Stamford, CT
(51)
Int. Cl.7 .
(US)
(52)
US. Cl. .............................................................. .. 705/10
Correspondence Address: BUCKLEY, MASCHOFF, TALWALKAR, &
G06F 17/60
(57)
ALLISON
ABSTRACT .
.
.
.
5 ELM STREET
A system to administer a survey includes reception of
NEW CANAAN CT 06840 (Us) ’
indications from a user of one or more ?elds of a database, the ?elds specifying information, determination that the one
(21)
App1_ No;
10/010,779
or more criteria have been satis?ed based on information speci?ed in the one or more ?elds, and transmission of the
(22)
Filed;
Dec, 3, 2001
survey to a respondent based on the determination.
400
/
COMMUNICATION NETWORK
200 |
'
/%//
\\ 500
|_
| -
7
I:
i 7|:
Patent Application Publication
Jun. 5, 2003 Sheet 1 0f 19
NCOEMTUWIARK \\\ 10
i \ l
US 2003/0105659 A1
w
1 FIG
Patent Application Publication
Jun. 5, 2003 Sheet 2 0f 19
US 2003/0105659 Al
Patent Application Publication
Jun. 5, 2003 Sheet 3 0f 19
wmm
mwzo m8
US 2003/0105659 A1
Patent Application Publication
Jun. 5, 2003 Sheet 4 0f 19
AL
3
%
201 @Q2%8v3
KOw E
US 2003/0105659 A1
Patent Application Publication
PRINTE
Jun. 5, 2003 Sheet 5 0f 19
A
V
RAM
DISPLAY
0 LD
V
540
DIENVPUCTE
A
590
PCOMRT. O
PROCES
ROM FIG.5
530
MICRO
US 2003/0105659 A1
L!)
A
520
Patent Application Publication
mov/w
Jun. 5, 2003 Sheet 6 0f 19
US 2003/0105659 A1
Patent Application Publication
Jun. 5, 2003 Sheet 7 0f 19
US 2003/0105659 Al
Patent Application Publication
Jun. 5, 2003 Sheet 9 0f 19
23k
02
US 2003/0105659 A1
Patent Application Publication
Jun. 5, 2003 Sheet 10 0f 19
US 2003/0105659 A1
25o\v ErieAuiulnaled Survey 1.0
Please take the following steps to send Automated Surveys:
1 000
1010 1) Change e-mail server connecirvry I1 needed. 1020
\
2] Set up Help Desk database connectivity (CD50).
1030 \~
1 040 \*
3) VreWfEdrt questions to be Included In a survey
QLFGSUDH Setup 't 2:’ -
4) Preparefscheduie survey malhng
Schedule Survey
Next Scheduied Survey Hone
@
Cancel Survey
Survey lniu
Currant DateiTrme'
ll
||||
/-1()5O
{-1 060
Clear Sent Survey 08 View Survey Log 22720131 11 55 AM
lill
FIG. 10
nu
Patent Application Publication
Jun. 5, 2003 Sheet 11 0f 19
US 2003/0105659 A1
This is the turret": 1? address of your IE SMTP (e-rnall) Server.
1 1 10
Please canted: your Network Adrnmstrator for the IP address of your rnal server‘
For tesilng purposes, IF you wish ta send ALL surveys to a single email address, cilck H1e box below.
I
l{1130
EE
FIG. 11
\1120
|
Patent Application Publication
Jun. 5, 2003 Sheet 12 0f 19
US 2003/0105659 A1
250
1% DB Selup 1) Select your Help Desk UDBE data source:
5:atus
ODBCDIrect mnnectlnn tt. Card SBF'vIEES Test
2 Select the Hel Deek Database ?elds that match each of the mtera below ‘“ Re mred .
Eumev lnll; F1 1.8340! Name
'
[\mnet
'
I Suns: lnm lies-.nghon
'
1t mu hate 3 Rehtund Database. the above data “dds are on rrulhple tables These tables must be lll'lLéd uslng keu ?elds /- 1
IS the equm-eient Lew Maid to
[CI thsequmnt k2. M to CE] BE: .5 m “mm M held :0 IE: 4) Elmk ‘Generate Query’ to create SQL syntax based an the selected fnelds.
SELEZT [SuweylnlzHHequeslirE mail] [SwvaulnleHDate] [Suweulnfe] [TlcLetHumba] [SUI'BU Into] Pequeslm Harre] [Survey lnm] [Desurplnon] FROM [bur zey inn]
fou may edt th|< query fcr your :DuDflC DE cunhguvamn. \ 5) Click ‘Test Query‘ to make certaln the SQL syntax IS valid.
/
l
QLH‘I l
1
Result Vahdquery
OK
1260
II
I |'
1 ll
FIG. 12
".il
1!
Car-‘(5|
Patent Application Publication
Jun. 5, 2003 Sheet 14 0f 19
US 2003/0105659 A1
250\ /- 1400
In use a quartm n a Ell-'51,‘, hlg'ugh: It, selaZt tha c-rder r ".hch It l'.|I :cpazr. and prar: ‘mi-f.
ll
uh
uh
FIG. 14
II"
M
Q 0
Patent Application Publication
Jun. 5, 2003 Sheet 15 0f 19
US 2003/0105659 A1
250x
/
1500
1 51 0 2) Select Your location:
USA - Stamford > Card Serwces
'
Users Wlll YECEIVE a swvey based on the date that their help desk ticket was closed.
3) Select closed tickets between:
/— 1 520
IE IE! 1% and
IE] 1%
4) For users with the above closed titket dates, randomly select F % to receive a survey.
1 530
l Cancel ||
