JP2002024501A - System for controlling non-periodical task - Google Patents

Abstract

PROBLEM TO BE SOLVED: To share necessary information, to support the execution of a task, and to realize the unitary control of task information by recording non- periodical tasks in an enterprise in detail, allowing each instructor, manager and executer to confirm the task information and recording the reported contents or change instructions. SOLUTION: The instructed contents of non-periodical tasks are recorded through an input and output device 1 in a task information data base 6 by referring to a master data base 8. A task person concerned confirms the instructed contents, and an executer records the progress report in a task information data base 6, and a manager confirms the progress situation of the executer, and records the participation contents in a participation history data base 7, and the instructor confirms the both recorded data, and gives completion approval. As for a delayed task, a reminder letter is automatically or manually prepared, and recorded in a reminder letter data base 9, and automatically reported to the executer at the time of starting this system by a display control means 3.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a business management system that supports instructions / commands and progress reports of non-routine business at any time in general business-related business.

[0002]

2. Description of the Related Art A person who is involved in the execution of office work in a company can be roughly classified into an instructor, an executor, and a supervisor who directly manages the progress of the work of the executor (hereinafter referred to as an administrator). ) Are roughly classified into three.
Work instructions and progress reports are based on information exchange between the three parties. As a method of issuing instructions and reporting progress, a method via a computer system in a network environment has recently been proposed. In order to centrally manage the progress of work, for example, when one work is shared and performed. Very useful in.

[0003] Prior art documents in this field include (1)
Progress management support device that automatically manages the progress when executing a project in a distributed environment
324308), (2) Automatically extract the delayed work, notify the manager and the person in charge, and store the instructions and countermeasures for the delayed work in association with each other and manage them centrally. A project progress management system (Japanese Patent Application Laid-Open No. 9-22429) has been proposed.

[Problems to be solved by the invention]

[0004] However, the above-mentioned conventional technology is a system for centrally managing the progress reported in a distributed manner when one project is shared and executed. Classification, contents, and a list of deadlines required for general affairs tasks that are in charge of all tasks at the same time, progress reports for each task, and management of reports for managers who handle multiple subordinates and various tasks There was no means for dealing with the above.

[0005] In addition to the limited business data transfer between the manager and the managed person, all persons involved in the business, such as the instructor, the manager, and the executor, share common information and simultaneously execute the work. Little consideration has been given to the scope of information disclosure, which keeps information undisclosed to non-related parties.In addition, it is necessary to grasp the details of the involvement performed by the manager and to centrally manage the activities of all parties involved in the business. There was a problem that it was difficult.

SUMMARY OF THE INVENTION The present invention has been made to solve the above-mentioned problem, and realizes unified management of instructions, instructions, and progress reports for any non-standard tasks among clerical tasks, and provides necessary information. The purpose is to improve the efficiency of business by sharing the information.

[0007]

According to a first aspect of the present invention, there is provided an as-needed business management system which records personal identification input means, instruction details of a non-standardized business as needed, and progress of the business. Business data recording unit and means for recording or changing the data, and display control means for automatically extracting a business designated by a user from the recording unit and displaying the business in a list format classified when the system is started , And means for searching for and displaying necessary business information from the recording unit by the user, and a recording unit for determining employee data belonging to the company and a processing operation executable range in the system for each employee. I do.

In a second aspect according to the present invention, in the ad hoc business management system, a group recording unit for recording an executor group when there are a plurality of business executors; The means for changing is a group selecting means capable of referring to and selecting group data from the group recording unit when inputting the details of work, and an employee capable of freely designating a plurality of executors of the work. It is characterized by comprising a scheduled task recording means and a scheduled task recording unit for registering a selecting means, an occasional task whose details are undetermined, and registering the details as soon as the details are determined.

Further, in a third aspect according to the present invention, an involvement history for recording the contents of the involvement performed by the manager designated as the manager of the business by the means for recording or changing the business data as needed. Recording unit, means for recording the authority to give approval to completed work, means for automatically or manually transmitting a reminder for delayed work, and automatic display control means for displaying the transmitted reminder at the time of starting the system It is characterized by.

[0010] Still further, in a fourth aspect, the ad hoc business management system operates on a network environment formed by one or more servers and a plurality of client personal computers connected thereto.

[0011]

According to the first aspect of the present invention, the instructor inputs a task instruction to a single executor at any time, and the executor identified by the personal identification input means reports a progress on the instruction. This case considers the case where the user retrieves necessary business information from the recording unit.

The second aspect is designed to prevent troublesome input and mistakes when there are a plurality of business executors and the group of the executors consists of the same members. When an instruction is given to a group composed of different members, the data can be referred to and selected from the employee data recording unit.

[0013] The third aspect takes into consideration the case where a business person other than the business instructor and the executor, that is, an administrator, needs to manage the business. By publishing the business information to the manager, it is possible to save the trouble of duplicate instructions and reports. In addition, by automatically or manually transmitting a dunning letter for delayed work, it is possible to raise the awareness of deadlines and to issue an instruction to correct the plan as appropriate. It is another object of the present invention to provide an administrator with the authority to approve the completion of work, thereby preventing an unapproved work from overflowing due to an increase in the number of work to be approved by the instructor, and using the organization more functionally.

The fourth mode takes into account a case where the instructor, the executor and the manager are dispersed in a remote place, and a case where business data is input from different terminals.

In summary, the instructor designates the instruction contents and one or more executors and an administrator and records them in the business data recording unit, and the designated executor retrieves the instruction contents from the recording unit. After the execution of the work, the progress is recorded in the recording unit, and the instructor and the administrator retrieve and confirm the progress report from the recording unit. Then, depending on the situation, processing such as giving approval of completion, giving a new plan amendment by a dunning letter, and, in some cases, stopping the business is performed.

The above operation can be performed if the processing operation is within the range defined in the storage unit that determines the processing operation executable range. Classify and list the tasks designated by the identified user as the executor or manager and the instructor, and understand the actions to be taken by each user and the tasks to be performed, and the tasks of the employees to be further managed. By grasping the progress report in a unified manner, it is possible to know the progress of each of the various tasks and to improve the work efficiency of the entire company.

[0017]

Embodiments of the present invention will be described below with reference to the drawings. FIG. 1 is a configuration diagram showing one embodiment of a management system for an occasional job according to the present invention. In the figure, reference numeral 1 denotes a personal computer serving as an input / output device of the present system, 2 denotes a personal identification input means for identifying a user required at the time of starting the system, 3 denotes a display control means for processing data related to screen display, 4 Is data addition / change means for performing data processing relating to registration, addition, and change of business information; 5 is automatic input means for performing data processing for automatically sending a reminder for delayed work; and display control means 3 and data addition / change. The means 4 and the automatic input means 5 constitute a data processing device of the present invention. Reference numeral 6 denotes a business information database that records detailed information of the business at any time, reference numeral 7 denotes an engagement history database that records details of the involvement performed by the administrator with respect to the executor, and reference numeral 8 denotes a master database that records employee data together with a process operation executable range. , 9 is a reminder database for recording reminder letters for delayed tasks, and 10 is a setting database for recording authorization delegation for completed tasks, etc. The above-mentioned database constitutes the storage device of the present invention.

Next, an outline of the operation will be described. Figure 1
As shown in FIG. 5, when the user activates the routine work management system of the present invention via the personal identification input means 2 on the personal computer 1, the display control means 3 causes the work information relating to the user to be transferred to the work information database 6
And automatically display a list of business information. When further required information is requested, the data stored in the business information database 6 is searched again, and the requested data is displayed by the display control means 3 in accordance with the format set in the program.

Also, for example, when registering an instruction for a business at any time, a necessary form is displayed by the display control means 3 of FIG. Data such as contents are recorded in the business information database 6.

For example, when a change is made to an already registered business at any time, the data recorded in the business information database 6 is changed by the data addition / change means 4 of FIG.
When the business manager inputs the participation data, the data is input by the data addition / change means 4 and is recorded in the participation history database 7, and the data recorded by these methods is stored in the respective databases 6 and 7 and displayed on the personal computer 1 by the display control means 3.

For example, when delegating the authority to approve the completion of the work, the data is input by the data addition / change means 4 of FIG. 1 and the authority delegation data is recorded in the setting database 10. For example, when a delayed job occurs, the automatic input means 5 extracts the delayed job from the job information database 5, records the data in the reminder database 9, and allows the user who is the executor of the delayed job to execute the system. Is activated, the display control means 3 displays the delay data stored in the reminder database on the personal computer 1 according to a predetermined form.

Next, an operation of registering an employee using the present system will be described with reference to FIG. FIG. 2 is a flowchart showing the operation of employee registration. First, when an employee registration is selected (S1), a list of registered employees is displayed (S1).
2). In the registered employee list, employee data such as employee name, affiliation, post, and privilege level are displayed. The privilege level indicates an executable range in the present system, for example,
The president can be an overall manager, the section manager can be a section manager, new employees can be general employees, and so on. Select the employee registration screen (S3), display the registration form, and enter the name, affiliation, title, privilege level,
When employee data such as a password is input (S4) and a registration button is pressed (S5), the employee data is recorded in the master database 8 (S6), and the operation is terminated. When the employee data is changed, the change button is pressed in S2, the data is changed on the employee registration screen in S3, and the data is recorded in the master database 8.

Next, referring to FIG. 3, an operation of registering a business at any time will be described. FIG. 3 is a flowchart showing an operation of registering a business at any time. The registration of the business at any time in S7 indicates that business information is input. When inputting the business executor and the business stakeholder, the user refers to the employee data stored in the master database 8 and inputs the data. When selecting the executor from the group, the execution group data stored in the master database 8 is referred to. When necessary items are input and the registration button is pressed (S8), it is checked whether the required items have been input (I1). If there is an input error, a re-input required portion is notified, and the process returns to S1. If there is no input error, the data is recorded in the business information database 6 (S
9), the operation of business registration is completed.

The operation for confirming the recorded business information by the above operation will be described with reference to FIG. FIG.
FIG. 7 is a flowchart of an operation of confirming business information. When the user identified by the personal identification input means 2 starts the system, a list of job information is displayed as shown in S10. This list shows the number of duties to be performed by the user. When a job list button provided on the job information display screen is pressed, a job list is displayed (S11). Here, the user automatically extracts the task designated as the executor from the task information database 6,
Display data such as business name and time limit as a simple list. After confirming the list, pressing the OK button in S12 returns to the job information display S10 screen again (S13),
The recorded operation for confirming the task information to be executed by the user ends.

Next, the operation of registering a report of the progress of the work will be described with reference to FIG. FIG. 5 is a flowchart of the operation of registering a report of the progress status. When the user identified by the personal identification input unit 2 displays the progress report input screen in S14, the business data set by the user as the executor is detected from the business information database 6, and the business information is displayed in a list. Is done. In the list,
The progress data such as the work start date, the end date, the progress rate, and a brief report sentence are written, and a progress report is input (S15).
The input progress content is recorded in the business information database 6 in S16, and the registration of the progress report is completed.

With reference to FIG. 6, an example of a screen for inputting the progress report described above will be described. FIG. 6 shows an example of a screen on which a business progress report is input. For example, if a user is designated as the performer of four tasks,
On the progress report input screen, a list is displayed as shown in FIG. In FIG. 6, the parts indicated by ellipses indicate the actual start and completion dates of the work, confirmation of report submission,
This is the data of the progress status and a brief report sentence. Document output is also possible, for example, by pressing a list daily report button.

With reference to FIG. 7, an operation in which the instructor approves the completion of the task whose progress has been reported will be described. FIG. 7 is a flowchart of the operation for performing the approval of the completion of the work. The user identified by the personal identification input means 2 is:
The user has the authority to approve the completion of the work designated as the instructor. When the job approval screen is displayed in S17, the content of the progress report input by the executor is displayed, and the progress can be confirmed (S18). Check the contents and press the approval button installed on the list (S
19), and searches the business information database 6 for completion reports (I2). If the work has been completed, the display of the work in the job list of the instructor, the executor, and the administrator is hidden (S20), and the fact that the work has been completed and approved has been notified to the business information database 6. Record. If the work is not completed, a question as to whether or not to perform the work is further displayed (I3). If not, the process returns to the progress report confirmation screen in S18 to confirm that the work is not completed. In the case of canceling the job execution, the display of the job in the job list of the instructor, the executor, and the administrator is hidden (S20), and the job information indicating that the cancellation instruction has been given to the incomplete job. The result is recorded in the database 6, and the approval operation ends.

An example of the approval screen described above will be described with reference to FIG. FIG. 8 shows an example of a screen for the business instructor to approve the progress report recorded in FIG. 6, for example. First, when an employee to be approved is selected by the selection of an approval target surrounded by an ellipse in FIG. 8, business data that is to be executed by the selected employee and for which the user has been designated as the instructor is displayed. It is extracted from the business information database 6 and displayed.
(A state in which the business data is actually displayed is shown in FIG. 8.) When confirming and approving the progress report contents, FIG.
Press the approval button installed on the left side of the screen example.

The operation of delegating the authority of approval will be described with reference to FIG. Originally, in this system, only the director of the business has the authority to approve, but by delegating the authority of the approval, it is possible for a third party other than the director of the business to approve the business. It becomes possible. FIG.
FIG. 7 is a flowchart of an operation of delegating the authority of approval. When it is recorded in the master database 8 that the user identified by the personal identification input means 2 has the authority of the delegation setting, the authority delegation screen for job approval is first displayed (S
21) The delegation setting content is input on a screen for inputting the content to be delegated setting (S22). When the delegation setting contents are input, the delegation data is recorded in the setting database 13 (S23), and the operation of the approval authority setting is completed. If the user does not have the authority to delegate at the personal identification stage,
Are not executed.

With reference to FIG. 10, a description will be given of an operation in which the business manager inputs the contents of involvement with the executor. Figure 1
0 is a flowchart showing the operation of the manager for confirming the progress status and the operation of inputting the details of business involvement. First, when the administrator selects the participation registration, a list of employees in which the personally identified user is involved is displayed (S24). When an employee whose progress is to be confirmed is selected from the list, a work progress confirmation screen is displayed (S25). Here, the user extracts the task information designated as the task manager from the task information database 6, and displays the related tasks and the progress report recorded by the executor in a list. The administrator checks the progress (S26), and the operation of the progress check ends.

In FIG. 10, when the user further inputs the content of participation (I4), the user selects a business from the list of business involved displayed in the previous section, and displays a participation content input screen (S).
27). The administrator can describe the executed contents, for example, verbal instructions,
Telephone instructions, site guidance, etc. are selected or input by manual input (S28). The content input in S28 is recorded in the involvement history database 6 (S29), and the operation of the involvement content input ends.

Referring to FIG. 11, a description will be given of the operation of confirming the content of involvement performed by the manager by the instructor. FIG. 11 is a flowchart showing an operation in which the business instructor confirms the contents of involvement recorded by the administrator. When the identified user selects the involvement content confirmation screen, if there is an administrator for the task for which the user is designated as the instructor, an administrator list is displayed (S30). When the administrator who checks the contents of the participation is selected, a list of the names of the operations and the contents of the operations managed by the administrator and for which the user is the instructor is displayed (S31). The user who is the instructor confirms the involvement content (S32), and the involvement content confirmation operation ends.

With reference to FIG. 12, automatic transmission of a dunning letter for a delayed job will be described. In the present system, the reminder for the delayed work is automatically transmitted by the automatic input means 5 unless the transmission is stopped. FIG. 12 is a flowchart showing an operation in which the reminder is automatically stored in the reminder database 9 by the automatic input means 5. When the system is started, the operation of the automatic input means starts, the business information database 6 is searched (S33), and the personally identified user is the business specified by the executor, the business whose execution time limit has passed, and a reminder letter. Extracts the data for which automatic transmission is set and for which a reminder has not been transmitted (I5), automatically refines the reminder for the business requiring transmission of the reminder, and records it in the reminder database 12 ( S34), the dunning letter refined by the display control means 3 is displayed on the screen (S35),
The operation of automatic transmission of the dunning notice ends. If the transmission of the reminder is not necessary in I5, the automatic transmission operation of the reminder is completed.

The operation of stopping the automatic transmission of the reminder will be described with reference to FIG. FIG. 13 is a flowchart illustrating the operation of the stop setting and the cancellation of the stop setting of the automatic transmission of the reminder. The user who has been identified displays a reminder automatic transmission stop setting screen (S36). On the dunning notice automatic transmission stop setting screen, a list of targets already stopped is displayed. When the stop setting is canceled by the stop setting operation, the release button provided for each target on the screen is pressed, and when the stop setting target is added, the setting addition button is pressed (S37). When the setting addition screen is displayed, a setting target is selected and stop setting information is input (S38).
The input information is recorded in the setting database 10 (S39), and the operation ends.

The operation for manually creating a reminder will be described with reference to FIG. FIG. 14 is a flowchart showing the operation of manually creating a reminder. The user who has been individually identified displays a list of the number of tasks and the number of delays for each of the tasks for which the user has been designated as a related person (instructor or administrator), and confirms whether there is any delay. (S
40). When a detail button provided in the list is pressed, business detailed information on the selected executor is read from the business information database 6 and displayed in a list. When the task for transmitting the dunning notice is selected, a dunning notice transmission screen is displayed (S41), and the text of the dunning content is input (S4).
2). The input sentence data is stored in the dunning notice database 9
(S43), and the operation ends. As for the reminder sent manually, the user of the transmission source can check the processing content data for the reminder performed by the destination user from the reminder database 9.

The processing operation of the sent reminder will be described with reference to FIG. FIG. 15 is a flowchart showing the operation of confirming the sent reminder. The sent reminder is extracted from the reminder database 9 by the automatic input means 5 when the present system is started up and displayed (S4).
4). The user cannot confirm the contents of the reminder and press the confirmation button (S45) before proceeding to the next operation. When the confirmation button is pressed, the fact that the reminder has been confirmed is recorded in the reminder database 10 (S46).
The operation ends.

With reference to FIG. 16, a description will be given of the processing operation to be performed after the completion of the task for which the reminder has been made. FIG.
It is a flowchart showing operation | movement which performs completion application with respect to a reminder after a business completion. The user who has input the work completion progress report displays a reminder confirmation screen (S47). From the confirmation screen, select another business and display the dunning notice display screen (S
48). When the user presses a completion application button provided on the screen for the completed business (S49), the business information database 6 is searched in I5 to check whether or not the completion of the business has been reported. The completion request is recorded in the reminder database (S50). If the completion of the work has not been reported, the process returns to the reminder display screen of S48. The dunning letter of the work for which the completion application has been made is hidden on the dunning notice display screen (S51), and the completion application process ends.

[0038]

As described above, according to the present invention, the sharing of business information among the instructor, the administrator, and the executor can be achieved, and the exchange of information in instructions, reports, completion approvals, etc. can be comprehensively performed. Management in a centralized manner and improve the efficiency of the entire business.

Further, even if it becomes necessary to carry out the work at any time in an environment dispersed in a remote place or the like by implementing the present invention in a network environment, it is possible to execute the work from the instruction of the work to the report to the completion without any delay. Information can be grasped.

[Brief description of the drawings]

FIG. 1 is a block diagram showing an overall configuration of a mobile phone according to an embodiment of the present invention.

FIG. 2 is a flowchart for explaining an operation of registering an employee in the present invention.

FIG. 3 is a flow chart for explaining an operation of registering an instruction content of an occasional job in the present invention.

FIG. 4 is a flowchart illustrating an operation of the present invention in which a user checks related job information.

FIG. 5 is a flowchart illustrating an operation of recording a business progress report according to the present invention.

FIG. 6 is an example of a screen for inputting a progress report according to the present invention.

FIG. 7 is a flowchart illustrating an operation of recording work completion or suspension according to the present invention.

FIG. 8 is an example of a screen for recording work completion or cancellation according to the present invention.

FIG. 9 is a flowchart for explaining an operation of delegating authority to approve a job in the present invention.

FIG. 10 is a flowchart for explaining the operation of confirming the progress of the work involved and recording the contents of the work involved in the present invention.

FIG. 11 is a flowchart for explaining an operation of the present invention for confirming the contents of involvement performed by the manager by the instructor.

FIG. 12 is a flowchart for explaining the operation of automatic transmission of a reminder in the present invention.

FIG. 13 is a flowchart illustrating an operation of stopping automatic transmission of a reminder in the present invention.

FIG. 14 is a flowchart for explaining an operation of manually transmitting a reminder in the present invention.

FIG. 15 is a flowchart for explaining an operation of confirming a reminder in the present invention.

FIG. 16 shows a reminder sent in the present invention.
It is a flowchart for demonstrating the operation | movement which applies for business completion.

[Explanation of symbols]

 1 Personal computer which is an input / output device 2 Personal identification input means 3 Display control means 4 Data addition / change means 5 Automatic input means 6 Business information database 7 Involvement history database 8 Master database 9 Dunning notice database 10 Setting database

Claims (5)

[Claims] 1. An individual identification input means, a business data recording unit for recording detailed contents of instruction of a non-standard form at any time and a progress of the business, a means for recording or changing the data, and a user from the recording unit A display control means for automatically extracting the work specified by the concerned parties and displaying the work in a list format classified at the time of starting the system, searching for the necessary work information from the recording unit by the user, and displaying the work information; An as-needed business management system comprising a storage unit for determining employee data belonging to a company and a processing operation executable range in the system for each employee. 2. A group recording unit for recording an executor group when there are a plurality of business executors, and a means for recording or changing the business data as needed at the time of inputting the detailed business contents, from the group recording unit. Group selection means capable of referring to and selecting group data, employee selection means capable of freely specifying a plurality of business executors, and any work whose details are undetermined are registered at any time. 2. The management system for occasional jobs according to claim 1, further comprising a scheduled job recording unit and a scheduled job recording unit for registering details upon determination. 3. A participant history recording unit for recording contents of participant's involvement in a task by a user designated as a task manager by means for recording or changing the task data as needed, and approving a completed task. 4. The system according to claim 1, further comprising means for recording authority to be given, means for automatically or manually transmitting a reminder for a delayed task, and automatic display control means for displaying the transmitted reminder at the time of starting the system. Item 2. The occasional business management system according to item 2. 4. A recording medium recording a program in the ad hoc business management system according to claim 1. 5. The management system according to claim 1, wherein the system operates on a network environment formed by one or more servers and a plurality of client personal computers connected thereto. .