JP2005128655A - System and method for electronic approval, and electronic approval program making computer execution its method - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To realize a procedure for electronic approval matching the actual state of a way of advancing approval through easy operation. <P>SOLUTION: On a workflow panel 401, a sheet 500 of the "source section" that a planner belongs to is displayed, and the sheet 500 comprises a tab 501 of a consultation destination 1, a tab 502 of a consultation destination 2, a tab 503 of a consultation destination 3, a tab 504 of a consultation destination 4, a tab 505 of a consultation destination 5, and a tab 506 of three officials and is characterized in that all members in a basic approval route are all arranged according to their roles and their check boxes 511 to 517 are displayed on the sheet 500. Then the planner is made to give check marks (ON/OFF) to judge whether or not a circulation is made. In postprocessing of an approving (decision) action, a next approval (circulation) person can be changed and added. <P>COPYRIGHT: (C)2005,JPO&NCIPI

Description

  BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to an electronic approval system, an electronic approval method, and an electronic approval program for causing a computer to execute the method, and more particularly to an electronic approval system, an electronic approval method, and a method for executing electronic approval in a local government such as a prefectural office. It relates to an electronic approval program.

  In recent years, a large number of electronic approval systems have been developed and sold for general enterprises, government agencies, and local governments. These electronic approval systems generally apply information circulation functions in networks.

  However, in the above-described prior art, there are many decisions that are ambiguous in the proper use of decision making and viewing, particularly in administrative institutions such as local governments. For example, when a predetermined organization or the like is involved in the approval of construction permission in a certain area, the approval may be passed to those who do not need to be approved. This situation occurs because not only decisions based on legal basis but also opinions from other viewpoints / points of view are often required. In addition, it is often the case that a higher-ranking person who participates in the decision makes a decision as to whether or not to decide on a specific person.

  In particular, administrative bodies such as local governments often have discussions with other sections and other departments. In other words, since the jurisdiction is determined in detail by administrative agencies, there are many matters that cannot be approved without consultation with other departments and other departments in the form of consultations. At the time of the discussion, the decision will be sent to the other party's section, and the decision will not be given to a specific individual in another section. Furthermore, when a meeting is held in the same department, it is necessary to be able to turn to the department manager after the discussions with multiple sections have been completed. In addition, when discussing across departments, it is necessary to make the decision to the general manager of the former section after the approval of the general manager and the general manager of the conference. In other words, unlike private general companies, it handles licenses and approvals, so there is a problem that BPR (Business Process Reengineering) cannot be performed in accordance with a system with a general circulation function. there were.

  In particular, administrative agencies such as local governments should not only pass the approval to the superior. Because administrative organizations need to share information and deal with residents and businesses as an organization, they must make approvals for the same team members. Thus, a complicated and dynamic settlement route is required.

  The present invention provides an electronic approval system, an electronic approval method, and a method thereof that can realize an approval processing procedure that matches the actual situation of the approval process by an easy operation in order to solve the above-described problems caused by the prior art. An object is to provide an electronic approval program to be executed by a computer.

  In order to solve the above-described problems and achieve the object, an electronic approval system according to claim 1 is an electronic approval system comprising a server and a client device, wherein the client device includes a display screen, and the display screen. Display control means for displaying information relating to positions to be approved and check boxes provided for each position, and input of check information relating to ON / OFF of each check box displayed on the display screen. Check information input means for receiving, and check information transmitting means for transmitting the check information received by the check information input means to the server, wherein the server transmits the check information transmitted by the check information transmitting means. Check information receiving means for receiving the check information Decision means for determining a sender and a transmission order based on the check information received by the communication means, and decision information transmission means for sending decision information relating to the decision to the sender determined by the decision means. It is characterized by.

  According to a second aspect of the present invention, in the electronic approval system according to the first aspect of the invention, the display control means displays the information related to the position to be approved and the check boxes in order of the positions. It is characterized by that.

  The electronic approval system according to the invention described in claim 3 is characterized in that, in the invention according to claim 1 or 2, the display control means displays a check box relating to a proxy approval for a higher-ranking officer. To do.

  An electronic approval system according to a fourth aspect of the present invention is the electronic approval system according to any one of the first to third aspects, wherein the display control unit is configured to provide information on the position to be approved and for each position. The provided check box is displayed for each department of the conference party.

  The electronic approval system according to the invention of claim 5 is the electronic approval system according to claim 4, wherein the display control means displays for each department of the conference party information relating to the position to be approved and the information The check boxes provided for each post are switched and displayed using tabs displayed on the display screen.

  According to a sixth aspect of the present invention, in the electronic approval system according to the fifth aspect, the determining means determines the transmission order based on a display order of the tabs displayed on the display screen. It is characterized by doing.

  An electronic approval system according to a seventh aspect of the present invention is the electronic approval system according to any one of the fourth to sixth aspects, wherein the conference destination accepts input of information regarding each department of the conference destination corresponding to the tab. Information input means; and conference destination information transmission means for transmitting information related to each department of the conference destination accepted by the conference destination information input means to the server, wherein the display control means includes the conference destination information. Information on each department of the conference partner that has been accepted by the input means is displayed on the tab.

  An electronic approval system according to an eighth aspect of the present invention is the electronic approval system according to any one of the first to seventh aspects, wherein the client device of the sender determined by the determining means transmits the approval information. Approval information receiving means for receiving the approval information transmitted by the means, and consultant information input means for receiving input of the consultant information regarding the consultant when performing the approval processing on the approval information received by the approval information receiving means; Consultant information transmitting means for transmitting the consultant information received by the consultant information input means to the server, and the decision information transmitting means is the consultation transmitted by the consultant information transmitting means. Consultant information receiving means for receiving the consultant information, and the decision information to the consultant concerning the consultant information received by the consultant information receiving means. And transmitting a.

  The electronic approval method according to the invention described in claim 9 is a display step of displaying information on a post to be approved and a check box provided for each post, and each check box displayed by the display step Check information input step for accepting input of check information related to ON / OFF, determination step for determining a sender and a transmission order based on the check information accepted by the check information input step, and determination by the decision step An approval information transmission step of transmitting approval information related to the approval to the transmitted sender.

  The electronic approval method according to the invention described in claim 10 is the electronic approval method according to claim 9, wherein the display step displays the information on the position to be approved and the check box in order of position. It is characterized by.

  An electronic approval method according to an eleventh aspect of the invention is characterized in that, in the invention according to the ninth or tenth aspect, the display step displays a check box relating to a proxy decision for a higher-ranking officer. .

  An electronic approval method according to a twelfth aspect of the present invention is the electronic approval method according to any one of the ninth to eleventh aspects, wherein the display step is provided for each position and information regarding the position to be approved. The selected check box is displayed for each department of the conference partner.

  The electronic approval method according to the invention of claim 13 is the electronic approval method according to claim 12, in which the display step displays information on the position to be approved and the position displayed for each department of the conference party. The check boxes provided for each are switched and displayed using tabs displayed on the display screen.

  The electronic approval method according to a fourteenth aspect of the present invention is the electronic approval method according to the thirteenth aspect, wherein the determining step determines the transmission order based on a display order of the tabs displayed on the display screen. It is characterized by doing.

  According to a fifteenth aspect of the present invention, there is provided an electronic approval method according to any one of the twelfth to fourteenth aspects of the present invention, which accepts input of information related to each department of the conference partner corresponding to the tab. An information input step and information on each department of the conference destination that has been accepted in the conference destination input step are displayed on the tab.

  An electronic approval method according to a sixteenth aspect of the present invention is the electronic approval method according to any one of the ninth to fifteenth aspects, wherein the input of the consultant information regarding the consultant when performing the approval process on the approval information. The consultant information input step for receiving the information and the approval information transmission step transmit the approval information to the consultant related to the consultant information whose input has been received by the consultant information input step.

  An electronic approval program according to a seventeenth aspect of the invention causes a computer to execute the method according to any one of the ninth to sixteenth aspects.

  According to the present invention, it is possible to easily set an approval route, and it is possible to flexibly perform addition / change of the approval route after the start of approval, and to facilitate an approval process procedure that matches the actual situation of the approval process. Thus, an electronic approval system, an electronic approval method, and an electronic approval program for causing a computer to execute the method can be obtained.

  Exemplary embodiments of an electronic approval system, an electronic approval method, and an electronic approval program for causing a computer to execute the method according to the present invention will be described below in detail with reference to the accompanying drawings.

(System configuration of electronic approval system)
First, the system configuration of the electronic approval system according to this embodiment of the present invention will be described. FIG. 1 is an explanatory diagram showing the system configuration of the electronic approval system according to the embodiment of the present invention. 1, 100 is a network such as a LAN or the Internet, 101 is a server, and 102, 103, 104,... Are client devices. The information input from each client device 102, 103, 104,... Is transmitted to the server 101 via the network 100, and the information transmitted from the server 101 is transmitted to each client device 102 via the network 100. , 103, 104,...

(Hardware configuration of server and client device constituting electronic approval system)
Next, the hardware configuration of the server and the client device that constitute the electronic approval system according to the embodiment of the present invention will be described. FIG. 2 is an explanatory diagram showing the hardware configuration of the server and the client device that constitute the electronic approval system according to this embodiment of the present invention.

  The server 101 and the client apparatuses 102, 103, 104,... Are attached to and detached from the CPU 201, ROM 202, RAM 203, HDD (hard disk drive) 204, HD (hard disk) 205, FDD (flexible disk drive) 206. An FD (flexible disk) 207, a display 208, an I / F (interface) 209, a keyboard 210, a mouse 211, a scanner 212, and a printer 213 are provided as examples of possible recording media. The components are connected by a bus 200.

  Here, the CPU 201 governs overall control of the server 101 and the client devices 102, 103, 104,... Constituting the electronic settlement system. The ROM 202 stores a program such as a boot program. The RAM 203 is used as a work area for the CPU 201. The HDD 204 controls data read / write with respect to the HD 205 according to the control of the CPU 201. The HD 205 stores data written under the control of the HDD 204.

  The FDD 206 controls reading / writing of data with respect to the FD 207 according to the control of the CPU 201. The FD 207 stores data written under the control of the FDD 206 or causes the information processing apparatus to read data recorded on the FD 207. In addition to the FD 207, the removable recording medium may be a CD-ROM (CD-R, CD-RW), MO, DVD (Digital Versatile Disk), memory card, or the like. The display 208 displays data such as a document, an image, and function information as well as a cursor, an icon, or a tool box. For example, CRT, TFT liquid crystal display, plasma display and the like.

  An I / F (interface) 209 is connected to the network 100 via a communication line, and is connected to other servers and client devices via the network 100. The I / F 209 controls an interface between the network 100 and the inside, and controls data input / output from other servers and information terminal devices. The I / F 209 is, for example, a modem or a LAN adapter.

  The keyboard 210 includes keys for inputting characters, numbers, various instructions, and the like, and inputs data. A touch panel type input pad or a numeric keypad may be used. The mouse 211 performs cursor movement, range selection, window movement, size change, and the like. A track ball, a joystick, a cross key, a jog dial, or the like may be used as long as it has the same function as a pointing device.

  The scanner 212 optically reads an image and takes in the image data into the information processing apparatus. The scanner 212 may have an OCR or OMR function. The printer 213 prints image data and document data. For example, a laser printer or an ink jet printer.

(Functional configuration of electronic approval system)
Next, a functional configuration of the electronic approval system according to the embodiment of the present invention will be described. FIG. 3 is a block diagram showing a functional configuration of the electronic approval system according to this embodiment of the present invention.

  3, a drafter information terminal device 301 and an authorizer information terminal device 302 including client devices 102, 103, 104,... Are connected to the server 101. The server 101 includes a determination unit 303, transmission / reception units 304 and 305, and various databases (DB) 306. The drafter information terminal device 301 includes a decision information input unit 310, a check information input unit 311, a conference information input unit 312, a transmission / reception unit 315, a display control unit 316, and a display screen 317. It has become. Further, the authorizer information terminal device 302 includes a check information input unit 321, a conference destination information input unit 322, an approval process information input unit 323, a consultant information input unit 324, a transmission / reception unit 325, and a display control unit 326. And a display screen 327.

  Here, the display control unit 316 of the drafter information terminal device 301 controls, for example, the display screen 317 that realizes its function by the display 208 shown in FIG. , For example, job titles) and check boxes (see, for example, FIG. 4 described later) provided for the job titles. In addition, the display control unit 316 displays information and check boxes related to positions to be approved in order of positions. Arrange the order so that the higher-ranking positions are on the left side. In addition, the display control unit 316 displays a check box related to a proxy decision for a higher-level manager. Details of the proxy decision will be described later.

  In addition, the display control unit 316 displays information regarding the position to be approved and a check box provided for each position for each department of the conference. As a method of displaying for each department of the conference partner, for example, a tab displayed on the display screen 317 is displayed for each department of the conference partner, information regarding the position to be approved and a check box provided for each position. Is used for switching (for example, see FIGS. 9 to 13 described later). The display control unit 316 realizes its function by the CPU 201 executing a program stored in the ROM 202, RAM 203, HD 205, FD 207, or the like.

  In addition, the approval information input unit 310 receives an input of an approval document. The approval document is created by a word processor application (not shown) that exists in the drafter information terminal device 301. Also, the check information input unit 311 receives input of check information regarding ON / OFF of each tick box displayed on the display screen 317. Input of check information regarding ON / OFF of each check box can be performed by an operator using, for example, the button of the mouse 211 or the keyboard 210 shown in FIG.

  Further, the conference information input unit 312 receives input of information regarding each department of the conference corresponding to the tab. At this time, the display control unit 316 displays information related to each department of the conference destination that has been accepted by the conference destination input unit 312 on the tab. Specifically, the conference information input unit 312 realizes its function by, for example, the keyboard 210 or the mouse 211 shown in FIG. 2 and the scanner 212 having the OCR or OMR function.

  In addition, the transmission / reception unit 315 transmits the check information that has been accepted by the check information input unit 311 to the server 101. In addition, the transmission / reception unit 315 transmits information regarding each department of the conference destination that has been accepted by the conference destination information input unit 312 to the server 101. Specifically, the transmission / reception unit 315 realizes its function by, for example, the I / F 209 shown in FIG.

  The transmission / reception unit 304 in the server 101 receives the check information transmitted by the transmission / reception unit 315. Further, the determination unit 303 determines the sender and the transmission order based on the check information received by the transmission / reception unit 304. The determination unit 303 determines the transmission order based on the display order of the tabs displayed on the display screen 317. The procedure for determining the sender and the transmission order will be described later. Further, the transmission / reception unit 305 transmits approval information regarding approval to the sender's information terminal device (for example, 302) determined by the determination unit 303. Specifically, the transmission / reception units 304 and 305 realize their functions by, for example, the I / F 209 shown in FIG. The determination unit 303 realizes its function by the CPU 201 executing a program stored in the ROM 202, RAM 203, HD 205, FD 207, or the like.

  Various databases (DB) 306 include table information and the like when determining the sender and the transmission order. In addition, various databases (DB) 306 store approval information and the like. Specifically, the various databases 306 realize their functions by, for example, the HD 205 shown in FIG. Further, the function may be realized by a database server (not shown) connected to the network 100.

  Since the check information input unit 321 and the conference destination information input unit 322 in the approver information terminal device 302 are the same as the check information input unit 311 and the conference destination information input unit 312 of the drafter information terminal device 301, description thereof is omitted. Therefore, not only the drafter but also the approver can turn on / off the check and input the conference destination information. The display control unit 326 and the display screen 327 are also the same as the display control unit 316 and the display screen 317 of the drafter information terminal device 301, and thus the description thereof is omitted.

  The transmission / reception unit 325 receives the approval information transmitted by the transmission / reception unit 305. Further, the approval process information input unit 323 inputs information regarding the content of the authorizer and comments regarding the approval information received by the transmission / reception unit 325 and displayed on the display screen 327. In addition, the consultant information input unit 324 receives input of consultant information regarding the consultant when performing the approval process on the approval information received by the transmission / reception unit 325. At that time, the transmission / reception unit 325 transmits the consultant information whose input is accepted by the consultant information input unit 324 to the server 101. Then, the transmission / reception unit 305 receives the transmitted consultant information, and transmits approval information to the consultant related to the received consulter information.

  Specifically, the transmission / reception unit 325 realizes its function by, for example, the I / F 209 shown in FIG. Further, specifically, the approval processing information input unit 323 and the consultant information input unit 324 realize their functions by using, for example, the keyboard 210 or the mouse 211 shown in FIG. 2, the scanner 212 having the OCR or OMR function, and the like. .

(Details of the approval route in electronic approval)
Next, the contents of the approval route of the electronic approval system of the present invention will be described. FIG. 4 is an explanatory diagram showing an example of a display screen displayed on the server or client device constituting the electronic approval system according to the embodiment of the present invention.

  In the display window displayed in FIG. 4, 401 is a workflow panel. The drafter uses this workflow panel 401 to set a decision-maker (circulator). FIG. 5 is an explanatory diagram showing a configuration example of a workflow panel displayed on a server or a client device constituting the electronic approval system according to the embodiment of the present invention. In the workflow panel 401 in FIG. 5, the “former section” sheet 500 to which the drafter belongs is displayed, and the “finance section in charge of general affairs department” which is the first meeting party (the meeting party 1) ( (Conference 1 tab) 501, the second conference destination (conference destination 2), the tab of “municipalities section administrative group” (conference destination 2 tab) 502, and the third conference destination (conference destination 3) “ "Accounting Section Guidance Section" tab (conference party 3 tab) 503, blank tab (conference party 4 tab) 504, (conference party 5 tab) 505, "three roles" tab (three roles tab) 506, Consists of

  Here, a tab is an interface for displaying items used when there are many setting items in a dialog box in a GUI (Graphical User Interface) environment. Displays the setting paper as if it were stacked. When this tab is clicked, the screen (sheet) of the item to be set is displayed in the forefront.

  In the “former section” sheet 500, all circulation target persons in the former section are displayed. In the sheet 500 of FIG. 5, a “director” check box 511, a “counselor” check box 512, a “section manager” check box 513, a “summary” check box 514, a “general manager” check box 515, The check boxes 516 for the “team leader” and the check box 517 for the “team member” are displayed. Then, the drafter checks the check box of the circulation target person (ON), and clears the check box of the person who is not the circulation target person (OFF).

  In this way, all the basic decision routes are arranged based on their roles, and the check boxes are displayed on the sheet. Among them, it is determined whether to circulate or not circulate by causing the drafter to add a check mark (ON / OFF). Depending on the department, for example, 17 check boxes may be displayed.

  Specifically, for example, “Group Member” → “Group Leader (Small)” → “Sub” → “Team Leader (Preliminary Leader, Group Leader)” → “Budget Manager” → “General Manager” → “General Manager ( Section ”) →“ Budget General Manager (Human General Manager) ”→“ Assistant Manager (with Division) ”→“ Technical ”→“ General ”→“ Counselor (with Division) (Instructor, Medical Supervisor, Planning Supervisor) ” → “Manager (room manager)” → “Counselor” → “Deputy Director” → “Director” → “Director (Deputy Director, Deputy Account)”

  Also, below the “former section” sheet 500, there is a seal image display area 520 for displaying a seal image containing the names of the staff members who have made a decision in order from the right side. In Fig. 5, four people, “Nagaoka” (= Team Leader), “Takesue” (= General Manager), “Kubo” (= Summary), and “Watanabe” (= Manager) have already completed the approval. It shows that. By looking at the stamp image display area 520, it is possible to easily know who made the decision at the present time and the progress. It is also evidence that the decision was made by each employee.

  FIG. 6 is an explanatory diagram showing an example of the workflow panel definition table. Specifically, this table is stored in various DBs 306 shown in FIG. 3, for example. In FIG. 6, the role information includes table items such as a “roller presence / absence map”, “roller list”, and “temporary storage rollr list”. Moreover, FIG. 7 is explanatory drawing which shows an example of the content of a roll person presence / absence map. In FIG. 7, the roll person presence / absence map defines the person in charge in the route when passing the decision to the governor by the corresponding group or person in charge. In FIG. 7, since there are 17 levels (positions) from the team member to the general manager, the first 17 bytes are used. However, a margin is provided as varchar (50) so that it can cope with a local government having a more complicated role system.

  It is also possible to select the next reader in the post-processing of the approval (decision) act. 8A and 8B are explanatory diagrams illustrating another configuration example of the workflow panel. In Fig. 8-1, the drafters were drafted by turning on the check mark only for “Group members”, “Group heads”, “Assistant section managers (sections)”, “Overview”, and “Managers”. Later, for example, if the section manager determines that it is better to get approval from the “counselor” and “deputy director”, check the “counselor” and “deputy director” as shown in Figure 8-2. Turn on the box. FIG. 8C is an explanatory diagram showing the state of the added meeting destination. FIG. 8C shows that the council director and the deputy director have been added to the council members up to the “manager”. In this way, since the next circulation destination is searched for in the post-processing of the approval action, the circulation destination is not fixed at the time of drafting.

(Order of electronic approval)
Next, the order of approval based on the settings of the workflow panel will be described. 9 to 13 are explanatory diagrams illustrating another configuration example of the workflow panel. FIG. 9 is an explanatory diagram showing a panel configuration example of the “information policy section administrative information group”, which is the former section, among the configuration examples of the workflow panel.

  In FIG. 9, in addition to the “former section (information policy section administrative informatization group)” sheet 901, “finance section general affairs department charge (general affairs department)” tab 902 and “municipalities section administration group (prefectural living environment department)” A tab 903, an “accounting section instructor (accounting and accounting office)” tab 904, and a “three roles” tab 905 are displayed. Here, in each sheet, when each check box is checked, approval is performed from the right side where the check mark is present to the left side. In each tab, approval is performed in the order from the tab on the left side to the right side.

  Specifically, in the “former section (information policy section administrative informatization group)” sheet 901, check each check box of “group member”, “group head”, “summary”, “section head” and “counselor” The mark is attached (ON), and the check boxes of “General Manager” and “General Manager” are not checked (OFF). Therefore, the approval route in the former section is in the order of “team leader” → “summary” → “section manager” → “counselor”, and in this case, the “general manager” and “general manager” are not approved. As for “Members”, when one of the team members creates a draft, only the reference circulation is made to other team members, and no decisions are made by the group members.

  When the approval of the counselor is completed, the “right of the general affairs department” on the far right of the “finance department general affairs department” sheet 1001 shown in FIG. Make a decision. In this “Financial Affairs Division General Affairs Department” sheet 1001, since all the check boxes are checked, approval is made sequentially from the right side to the left side. Then, let the last “general manager” make a decision. Here, this “general manager” and the “general manager” of the former section are both general managers and have the same position. In this way, the “general manager” sheet 901 does not check the “director” check box (OFF), and the next “finance department general affairs department charge” sheet 1001 checks the “director” check box (ON). By going to the Finance Division, you can turn to the General Affairs Department Manager for approval.

  Thereafter, for the “City / Municipal Affairs Division Administrative Group (Prefectural Living Environment Department)” sheet 1101 shown in FIG. 11 and the “Accounting Division Guidance (Treasurer)” sheet 1201 shown in FIG. 12, approval is similarly made from the right side to the left side. Make it. Lastly, for the “Three Roles” sheet 1301 shown in FIG. 13, the approval is made in the order from the right side to the left side (“Depositor” → “Deputy Governor” → “Governor”). Is completed.

(Electronic approval process procedure)
Next, the procedure for electronic approval processing will be described. 14 to 16 are flowcharts showing the procedure of the electronic approval process in the electronic approval system according to the embodiment of the present invention. In the flowchart of FIG. 14, first, the drafter's hierarchy (position) is stored (step S1401). Next, the hierarchy (post) checked in the rightmost check box in the original section of the drafter is acquired (step S1402). Then, it is determined whether the acquired hierarchy (position) is the same as or lower than the drafter's hierarchy (position) (step S1403). Here, when the hierarchy (position) is higher than the hierarchy (position) of the drafter (step S1403: No), the process proceeds to step S1407. On the other hand, if it is the same or below (step S1403: Yes), since no approval is required, a reference circulation process is performed (step S1404).

  Next, it is determined whether or not there is a check on the left side of the hierarchy (post) acquired in step S1402 or step S1406 (step S1405). If there is a check (step S1405: Yes), the checked hierarchy (position) is acquired (step S1406), and the process proceeds to step S1407. In step S1407, the approval document is transmitted to the corresponding person in the hierarchy (position). Thereafter, it is determined whether or not approval has been made by the corresponding person (step S1408), and after waiting for approval, if approval has been made (step S1408: Yes), the process returns to step S1405.

  In step S1405, if there is no check on the left side of the hierarchy (position) acquired in step S1402 or in step S1406 (step S1405: No), it is determined whether there is a next sheet (conference destination) (step S1405). S1409). Here, when there is a next sheet (conference destination) (step S1409: Yes), the process proceeds to step S1501 shown in FIG.

  In step S1409, when there is no next sheet (discussion destination) (step S1409: No), it is determined whether there is a sheet of three roles (step S1410). Here, when there is a sheet of three roles (step S1410: Yes), the process proceeds to step S1601 shown in FIG. On the other hand, when there is no sheet of three roles (step S1410: No), the series of processes is terminated.

  In FIG. 15, the hierarchy (post) checked in the rightmost check box in the next conference sheet is acquired (step S1501). Then, the approval document is transmitted to the corresponding person in the hierarchy (position) (step S1502). Thereafter, it is determined whether or not approval has been made by the corresponding person (step S1503). After the approval has been completed, if approval has been made (step S1503: Yes), then in step S1501 It is determined whether or not there is a check on the left side of the acquired hierarchy (position) (or in step S1505) (step S1504). If there is a check (step S1504: Yes), the checked hierarchy (position) is acquired (step S1505), and the process returns to step S1502.

  In step S1504, if there is no check on the left side of the hierarchy (position) acquired in step S1501 or step S1505 (step S1504: No), it is determined whether there is a next sheet (conference destination) (step S1504). S1506). Here, when there is a next sheet (conference destination) (step S1506: Yes), the process returns to step S1501, and thereafter, the processing of steps S1501 to S1506 is repeatedly performed for the next sheet (conference destination).

  In step S1506, if there is no next sheet (conference destination) (step S1506: No), it is determined whether there is a triple-role sheet (step S1507). Here, when there is a sheet of three roles (step S1507: Yes), the process proceeds to step S1601 shown in FIG. On the other hand, if there is no triple role sheet (step S1507: No), the series of processes is terminated.

  In FIG. 16, the hierarchy (position) checked in the rightmost check box in the three-position sheet is acquired (step S1601). Then, the approval document is transmitted to the corresponding person in the hierarchy (position) (step S1602). Thereafter, it is determined whether or not approval has been made by the corresponding person (step S1603), and after waiting for approval, if it has been approved (step S1603: Yes), then in step S1601 It is determined whether or not there is a check on the left side of the acquired hierarchy (position) (or step S1605) (step S1604).

  If there is a check in step S1604 (step S1604: Yes), the checked hierarchy (post) is acquired (step S1605), and the process returns to step S1602. In step S1604, if there is no check on the left side of the hierarchy (post) acquired in step S1601 or step S1605 (step S1604: No), the series of processing ends.

(Additional processing of sheet (conference partner))
Next, a process for adding a sheet (discussion destination) will be described. 17 and 18 are explanatory diagrams showing a part of a display screen displayed on the server or the client device constituting the electronic approval system according to the embodiment of the present invention. In FIG. 17, an “additional party 1” button 1701 to an “additional party 5” button 1705 and a “negotiation of three required roles” button 1706 are provided, and the buttons 1701 to 1706 are provided on tabs 1711 to 1716. It corresponds.

  When one of the buttons 1701 to 1705 is pressed, a selection screen 1800 shown in FIG. 18 is displayed. FIG. 18 is an explanatory diagram showing an example of a selection screen (discussion destination selection window). A conference list 1801 is displayed on the left side of the selection screen 1800. When one of the conference destination lists 1801 is selected and an “Add to conference destination” button 1802 is pressed, the selected conference destination is assigned to the tab 1711 shown in FIG. (Character string) is displayed on the tab 1711. When the tab is selected and there is an instruction to display a sheet, the position of the selected conference partner and a check box corresponding to the position are displayed on the sheet.

  When a character string is entered in the tabs 1711 to 1715 corresponding to the buttons 1701 to 1705, the display of the buttons 1701 to 1705 is changed from “addition of the party 1” to “deletion of the party 1”. Change to Therefore, when each button 1701-1705 is pressed while a character string is displayed in the tab corresponding to each button 1701-1705, the displayed character string is erased and the displayed character string is displayed. The council is out of the choice.

  Note that if the “necessary triple role decision” button 1706 is pressed, the triple role can be determined as an authorizer without displaying the selection screen 1800. If the character string “three roles” is included in the three role tab 1716 corresponding to the button 1706, the display of the button 1706 is changed from “necessary for the three roles” to “no need for the three roles”. . Therefore, when the button 1706 is pressed in a state where the character string “necessary for the three roles” is displayed in the tab corresponding to the button 1706, the displayed character string for the “three roles” is deleted. The three roles are out of the selection.

(Consultation processing)
Next, the contents of the consultation process will be described. Before approval (decision), the decision-maker (circulator) can consult with a member who is not designated as an authorizer or a member of another group. FIG. 19 is an explanatory diagram showing a state in which consultation is performed. In FIG. 19, a draft is made ((1)), sent to the team leader ((2)), approved and sent to the general manager ((3)), and the general manager is approved and sent to the section manager ((4) ), After that, the section manager consults Mr. XX ((5)), sees and approves the comments returned from Mr. XX, and sends it to the manager ((6)). Yes. Here, even in the consultation, team members can also specify individuals.

  Specifically, before the final decision is made by the authorizer, if the consultant is designated by the authorizer using the column for designating the consultant (Mr. XX), which is not shown in the figure, the final decision document is sent to the consultant. And the final decision document is returned from the consultant. At that time, a comment made by the consultant is attached. Furthermore, the seal image of the consultant is also displayed in the sheet seal image display area 520 shown in FIG.

  FIG. 20 is a flowchart showing the procedure of the consultation process. In the flowchart of FIG. 20, it is determined whether or not there is a consultation instruction from the approver (step S2001). If there is an instruction after waiting for an instruction (step S2001: Yes), a consultation destination designation screen (not shown) is displayed (step S2002). Next, it is determined whether or not information related to the designation of a consultation destination has been input from the authorizer (step S2003). After being input, if it is input (step S2003: Yes), then consultation is performed. In response to an instruction to send a final approval document to a person (step S2004), if there is a transmission instruction (step S2004: Yes), a final approval document transmission process is performed (step S2005).

  Thereafter, waiting for a return from the consultant (step S2006), if there is a return (step S2006: Yes), if there is a comment of the consultant in the return, the comment is displayed. (Step S2007). Then, the seal image is registered, and the registered seal image is displayed in the leftmost region with respect to the other seal images (step S2008), and the series of processes is terminated.

  As a result, other finalists (scheduled finalists) can easily grasp the consultant. In this way, by adding a simple settlement route that allows you to circulate to the other party and return to yourself, you can allow people who are off the settlement route to participate in the settlement. Approval processing is possible.

(Certificate decision processing)
Next, the contents of the proxy decision processing will be described. FIG. 21 is an explanatory diagram showing another configuration example of the workflow panel, which is the content displayed on the display screen of the section manager's information terminal device. In FIG. 21, the section manager can replace the general manager and counselor, who are senior managers. In this display screen 2100, in order for the section manager to make a decision of approval, the decision check box displayed immediately below the check box of the general manager or the counselor is checked. FIG. 21 shows that only the counselor was replaced.

  At this time, other proxy check boxes that do not have the title are hidden so as not to mislead the author. FIG. 22 is an explanatory diagram showing another configuration example of the workflow panel, which is the content displayed on the display screen of the general information terminal device. In FIG. 22, the display screen 2200 can be compared only with the section manager's check box, so that only the section manager's check box can be found in the case of the summary, as can be seen from the display screen 2100 of FIG. Display, but do not display the check box for the manager and counselor.

  The display / non-display of the proxy check box is determined based on the proxy right table 2300 shown in FIG. Specifically, this table is stored in various DBs 306 shown in FIG. 3, for example. FIG. 23 is an explanatory diagram showing an example of a proxy right table. In FIG. 23, in the table item, the number of persons who can be replaced and the staff list of persons who can be replaced are registered in correspondence with the staff numbers of the persons to be replaced. Using this voting right table 2300, a certain authorizer determines whether or not he / she can make a substitution for a higher-ranking officer, and if so, a substitution check box is displayed.

  Further, when a substitute is made, an e-mail 2400 having the contents shown in FIG. 24 is transmitted to the person who made the substitute, for example. FIG. 24 is an explanatory diagram showing an example of an e-mail transmitted to the mate. However, if the person making the decision is the vice governor, the e-mail addressed to the governor need not be sent.

  FIG. 25 is a flowchart showing a procedure of proxy decision processing. In the flowchart of FIG. 25, first, it is determined whether or not there is an instruction to display a sheet by the authorizer (step S2501). If there is a display instruction after waiting for a display instruction (step S2501: Yes), an authorizer (circulator) to be displayed on the sheet is specified (step S2502). Further, with reference to the voting right table 2300 (step S2503), it is determined whether or not the displayed approval (circulation) person (superior officer) can make a decision by the voting person (step S2504).

  In step S2504, if there is no decision (circulation) person who can make a decision (step S2504: No), a series of processing is terminated without doing anything. On the other hand, when there is a decision-making (circulation) person who can make a decision (step S2504: Yes), a decision-making check box below the check box of the decision-making (circulation) person who can make a decision is displayed (step S2505).

  Next, it is determined whether or not the proxy check box has been turned ON by the authorizer (step S2506). If it is not ON (step S2506: No), the approval document is transmitted to the approval (circulation) person (high-ranking officer) as usual (step S2507), and the process proceeds to step S2509. On the other hand, if the proxy check box is turned on in step S2506 (step S2506: Yes), the confirmation document shown in FIG. 24 is not transmitted without transmitting the approval document to the approval (circulation) person (superior). The e-mail 2400 is sent to the decision-making (circulatory) person (high-ranking officer) (step S2508), and the process proceeds to step S2509.

  In step S2509, it is determined whether there is another proxy check box. If there is another proxy check box (step S2509: Yes), the process returns to step S2506. Thereafter, step S2506 to step S2509 are repeated. In step S2509, when there is no other proxy check box (step S2509: No), the series of processing ends.

  As described above, according to the present embodiment, input of check information regarding ON / OFF of each check box displayed on the display screens 317 and 327 is received, and the check information that has been input is transmitted to the server 101. Then, the server 101 receives the transmitted check information, determines the sender and the transmission order based on the received check information, and transmits the decision information regarding the decision to the determined sender. In addition, information and check boxes related to the positions to be approved are displayed in order of positions, and further, check boxes regarding substitute approval for the higher-order positions are displayed. In this way, the decision route can be set with a simple operation.

  In addition, according to the present embodiment, the information regarding the position to be approved and the check box provided for each position are displayed for each department of the conference, and the approval is displayed for each department of the conference. Information related to the post and the check box provided for each post are switched and displayed using tabs displayed on the display screen. Further, the transmission order is determined based on the display order of the tabs displayed on the display screens 317 and 327. Also, input of information regarding each department of the conference partner corresponding to the tab is received, information regarding each department of the conference partner for which input has been received is transmitted to the server 101, and information regarding each department of the conference partner for which input has been received is received. Display on tab. This makes it possible to easily set the route even when approval to another department is required.

  In addition, according to the present embodiment, the client device of the determined sender (authorizer) receives the transmitted approval information, and the consultant regarding the consultant when the approval process is performed on the received approval information The input of information is accepted, the consultant information that has been accepted is transmitted to the server 101, the transmitted consultant information is received, and the decision information is transmitted to the consultant related to the received consulter information. In this way, it is possible to easily make necessary consultations when making a decision.

  Further, according to the present embodiment, although illustration is omitted, in the workflow panel 401, for the hierarchy (post) whose approval has been completed or passed, the display and check box may be grayed out. . By doing so, it is possible to grasp at a glance how far the final decision has been made, and it is possible to exclude the route from being subject to additional changes.

  The electronic approval method described in the present embodiment can be realized by executing a program prepared in advance on a computer such as a personal computer or a workstation. This program is recorded on a computer-readable recording medium such as a hard disk, a flexible disk, a CD-ROM, an MO, and a DVD, and is executed by being read from the recording medium by the computer. The program may be a transmission medium that can be distributed via a network such as the Internet.

  As described above, the electronic approval system, the electronic approval method, and the electronic approval program for causing a computer to execute the method according to the present invention are suitable for use in approval processing in a government office or a local government.

It is explanatory drawing which shows the system configuration | structure of the electronic approval system concerning this Embodiment of this invention. It is explanatory drawing which shows the hardware constitutions of the server and client apparatus which comprise the electronic approval system concerning this Embodiment of this invention. It is a block diagram which shows the functional structure of the electronic approval system concerning this Embodiment of this invention. It is explanatory drawing which shows an example of the display screen displayed on the server or client apparatus which comprises the electronic approval system concerning this Embodiment of this invention. It is explanatory drawing which shows the structural example of the workflow panel displayed on the server or client apparatus which comprises the electronic approval system concerning this Embodiment of this invention. It is explanatory drawing which shows an example of a workflow panel definition table. It is explanatory drawing which shows an example of the content of a roll person presence / absence map. It is explanatory drawing which shows another structural example of a workflow panel. It is explanatory drawing which shows another structural example of a workflow panel. It is explanatory drawing which shows the state of the added meeting place. It is explanatory drawing which shows another structural example (Panel structural example of the information policy section administrative information group) of a workflow panel. It is explanatory drawing which shows another structural example (Panel structural example in charge of Finance Division General Affairs Department) of a workflow panel. It is explanatory drawing which shows another structural example (panel structural example of a municipality section administrative group) of a workflow panel. It is explanatory drawing which shows another structural example (panel structural example of an accounting section guidance person) of a workflow panel. It is explanatory drawing which shows another structural example (example of a panel structure of 3 roles) of a workflow panel. It is a flowchart which shows the procedure of the electronic approval process in the electronic approval system concerning this Embodiment of this invention. It is a flowchart which shows another procedure of the electronic approval process in the electronic approval system concerning this Embodiment of this invention. It is a flowchart which shows another procedure of the electronic approval process in the electronic approval system concerning this Embodiment of this invention. It is explanatory drawing which shows a part of display screen displayed on the server or client apparatus which comprises the electronic approval system concerning this Embodiment of this invention. It is explanatory drawing which shows an example of a selection screen (discussion destination selection window). It is explanatory drawing which shows the state in which consultation was implemented. It is a flowchart which shows the procedure of a consultation process. It is explanatory drawing which shows another structural example of a workflow panel. It is explanatory drawing which shows another structural example of a workflow panel. It is explanatory drawing which shows an example of a proxy right table. It is explanatory drawing which shows an example of the email transmitted to a to-be-determined person. It is a flowchart which shows the procedure of proxy decision processing.

Explanation of symbols

DESCRIPTION OF SYMBOLS 100 Network 101 Server 102, 103, 104 Client apparatus 301 Proposer information terminal apparatus 302 Approver information terminal apparatus 303 Determination part 304,305,315,325 Transmission / reception part 311,321 Check information input part 312,322 Conference destination information input part 316, 326 Display control unit 317, 327 Display screen 324 Consultant information input unit 401 Workflow panel 500 Sheet 501-506 Tab 511-517 Check box

Claims (17)

In an electronic approval system consisting of a server and a client device,
The client device is
A display screen;
Display control means for controlling the display screen to display information on the position to be approved and a check box provided for each position;
Check information input means for receiving input of check information regarding ON / OFF of each check box displayed on the display screen;
Check information transmitting means for transmitting the check information accepted by the check information input means to the server;
With
The server
Check information receiving means for receiving the check information transmitted by the check information transmitting means;
Determining means for determining a sender and a transmission order based on the check information received by the check information receiving means;
An approval information transmitting means for transmitting approval information regarding the approval to the sender determined by the determining means;
An electronic approval system characterized by comprising:   The electronic approval system according to claim 1, wherein the display control unit displays information on the position to be approved and the check boxes in order of position.   The electronic approval system according to claim 1 or 2, wherein the display control means displays a check box related to proxy approval for a higher-ranking officer.   The said display control means displays the information regarding the position which should be approved, and the check box provided for every said position for every department of a meeting place, The one of Claims 1-3 characterized by the above-mentioned. Electronic approval system.   The display control means displays the information regarding the position to be approved and the check box provided for each position, which are displayed for each department of the conference party, using the tabs displayed on the display screen. The electronic approval system according to claim 4, wherein:   6. The electronic approval system according to claim 5, wherein the determination unit determines the transmission order based on a display order of the tabs displayed on the display screen. A meeting information input means for accepting input of information on each department of the meeting corresponding to the tab;
Conference information sending means for sending information related to each department of the conference destination accepted by the conference destination information input means to the server;
With
The electronic device according to any one of claims 4 to 6, wherein the display control unit displays information on each tab of a conference destination that has been input by the conference destination information input unit on the tab. Approval system. The sender's client device determined by the determining means is
An approval information receiving means for receiving the approval information transmitted by the approval information transmitting means;
Consultant information input means for accepting input of consultant information regarding a consultant when performing a decision process on the decision information received by the decision information receiving means;
Consultant information transmitting means for transmitting the consultant information accepted by the consultant information input means to the server;
With
The decision information transmitting means includes a consultant information receiving means for receiving the consultant information transmitted by the consultant information transmitting means,
The electronic approval system according to any one of claims 1 to 7, wherein the approval information is transmitted to a consultant related to the consultant information received by the consultant information receiving means. A display step for displaying information on positions to be approved and a check box provided for each position;
A check information input step for receiving input of check information regarding ON / OFF of each check box displayed by the display step;
A determination step of determining a sender and a transmission order based on the check information received by the check information input step;
An approval information transmission step of transmitting approval information regarding the approval to the sender determined by the determination step;
The electronic approval method characterized by including.   The electronic approval method according to claim 9, wherein the display step displays information related to the position to be approved and the check boxes in order of position.   11. The electronic approval method according to claim 9, wherein the display step displays a check box related to a proxy decision for a higher-ranking manager.   12. The display step according to any one of claims 9 to 11, wherein the display step displays information related to a position to be approved and a check box provided for each position for each department of the conference. Electronic approval method.   In the display step, the information about the position to be approved and the check box provided for each position displayed for each department of the conference are switched and displayed using the tab displayed on the display screen. The electronic approval method according to claim 12.   14. The electronic approval method according to claim 13, wherein the determination step determines the transmission order based on a display order of the tabs displayed on the display screen. A conference partner information input step for receiving input of information on each department of the conference partner corresponding to the tab;
The electronic approval method according to any one of claims 12 to 14, wherein information related to each department of a conference destination that has been input in the conference destination input step is displayed on the tab. A consultant information input step for accepting input of consultant information regarding a consultant when performing a decision process on the decision information;
The said approval information transmission process transmits the said approval information to the consultant concerning the consultant information input by the said consulter information input process, It is any one of Claims 9-15 characterized by the above-mentioned. Electronic approval method.   An electronic approval program for causing a computer to execute the method according to any one of claims 9 to 16.

Images