AI and workflow automation: The prototype electronic purchase request system

Automating 'paper' workflow processes with electronic forms and email can dramatically improve the efficiency of those processes. However, applications that involve complex forms that are used for a variety of purposes or that require numerous and varied approvals often require additional software tools to ensure that (1) the electronic form is correctly and completely filled out, and (2) the form is routed to the proper individuals and organizations for approval. The prototype electronic purchase request (PEPR) system, which has been in pilot use at NASA Ames Research Center since December 1993, seamlessly links a commercial electronics forms package and a CLIPS-based knowledge system that first ensures that electronic forms are correct and complete, and then generates an 'electronic routing slip' that is used to route the form to the people who must sign it. The PEPR validation module is context-sensitive, and can apply different validation rules at each step in the approval process. The PEPR system is form-independent, and has been applied to several different types of forms. The system employs a version of CLIPS that has been extended to support AppleScript, a recently-released scripting language for the Macintosh. This 'scriptability' provides both a transparent, flexible interface between the two programs and a means by which a single copy of the knowledge base can be utilized by numerous remote users.