JP2005267068A - Document management method, document management program and picture diagram - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a document management method, a document management program and a picture diagram for managing a document related with the specifications of management in order to easily grasp and obtain the document. <P>SOLUTION: This management computer of a document management system records the document data of a document related with ISO specifications received from the terminal as document attribute data in a document data storing part. The management computer extracts a document related with the recorded document, and records the document in a document data storage part as relevant document data. The management computer updates correlation diagram display data based on the data of the relevant document, and the terminal displays a document correlation diagram based on a correlation diagram display data transmitted from the document management system. The name of the document is displayed in this document correlation diagram, and a plurality of document buttons B linked to the document are included, and the relevant document buttons B1 and B2 are connected through a line to each other. <P>COPYRIGHT: (C)2005,JPO&NCIPI

Description

  The present invention relates to a document management method, a document management program, and a screen diagram that can easily grasp a document relating to a management standard.

  In recent years, management that complies with international standards has been increasing in corporate activities. For example, this standard includes a quality management standard (ISO9000 series), an environmental management standard (ISO14001 series), an ISMS certification standard that is a certification standard for an information security management system (ISSMS) conformity evaluation system, and the like. . Here, the “management standard” is a standard related to a system for an organization to set policies and goals and achieve the goals. In order to comply with these standards, various management regulations must be established. For this reason, many documents and records are created. And these need to be managed accurately.

Therefore, an electronic filing system has been disclosed in order to efficiently manage many documents and records (see, for example, Patent Document 1). The electronic filing system includes a registration unit, a database, and a search unit. The document number acquisition unit of the registration unit facilitates document registration and document management according to document registration rules such as ISO by automating document numbering and document registration in association with document classification. In addition, the registration area creation section of the registration section and the document acquisition section of the search section associate the document number with the document registration area based on the hierarchy in which the documents are classified, thereby enabling efficient document search and reference. Furthermore, the registration unit has a document registration unit that can perform document classification designation, serial number acquisition, and version number acquisition on the same screen. By using this electronic filing system, document registration and document management according to document registration regulations such as ISO can be facilitated, and document search and document reference can be performed efficiently.
JP 2001-243248 A (FIG. 4)

  However, since Patent Document 1 displays hierarchically, it is difficult to display a document related to a plurality of classifications. For this reason, for example, when one document is associated with a plurality of documents, it cannot be displayed appropriately. Therefore, it may be difficult for the user to efficiently obtain a document for complying with the standard.

  The present invention has been made in view of the above-described problems, and an object of the present invention is to provide a document management method, a document management program, and a screen diagram for managing so that documents relating to management standards can be easily grasped and acquired.

  In order to solve the above problems, the invention described in claim 1 manages documents by using a document management system including document data storage means for storing document data relating to management standards and a management computer. In the method, the management computer extracts an identifier giving step for assigning an identifier to document data received from a terminal, extracts an identifier of a document related to the document as a related identifier, and the related identifier is extracted from the document. A record diagram for recording together with data, and an association diagram in which an item display indicating the name of the document and an item display of the document associated with the document are connected based on the association identifier of the document data are displayed. A display data creation stage for creating display data to be transmitted, and a related diagram for transmitting the display data to a terminal that has requested display of the related diagram And summarized in that including the over data transmission phase.

  According to a second aspect of the present invention, in the document management method according to the first aspect, the item display included in the related chart is a button linked to the document data, and the management computer is connected to the related chart. A step of receiving data relating to the item of the selected button from the terminal, specifying a document based on the received data, and a document data transmitting step of transmitting content data of the specified document to the terminal Inclusion is included.

  The invention according to claim 3 is the document management method according to claim 1 or 2, wherein the document data includes content data of the document and attribute data of the document, and the creation step includes The management computer acquires the attribute data of the item display document from the document data storage means, and determines the display position of the item display in the related diagram based on the attribute data of the document. The gist is to create the display data.

  According to a fourth aspect of the present invention, in the document management method according to any one of the first to third aspects, the creation stage displays the item display by classification based on attribute data of the document. The main point is to create display data for this purpose.

  The invention according to claim 5 is a program for managing documents using a document management system comprising document data storage means for storing document data relating to a management standard and a management computer. Identifier adding means for assigning an identifier to document data received from a terminal, recording means for extracting an identifier of a document related to the document as a related identifier, and recording the related identifier together with the document data, the document data Display data creation for creating display data for displaying a relation diagram in which an item display in which the name of the document is displayed and an item display of the document associated with the document are connected by a line based on the relation identifier of the document And a relation diagram data transmission means for transmitting the display data to a terminal that has requested display of the relation diagram. And summarized in that cause.

  The invention described in claim 6 is the document management program according to claim 5, wherein the item display included in the related chart is a button linked to the document data, and the management computer is displayed in the related chart. It further functions as a specifying means for receiving data relating to the item of the selected button from the terminal, specifying a document based on the received data, and a document data transmitting means for transmitting content data of the specified document to the terminal The gist is to make it.

  The invention according to claim 7 is the document management program according to claim 5 or 6, wherein the document data includes content data of the document and attribute data of the document. The management computer acquires the attribute data of the item display document from the document data storage means, and determines the display position of the item display in the related diagram based on the attribute data of the document. The gist is to create the display data.

  According to an eighth aspect of the present invention, in the document management program according to any one of the fifth to seventh aspects, the creation unit displays the item display by classification based on attribute data of the document. The main point is to create display data for this purpose.

  The invention according to claim 9 is screen diagram data for displaying a name of a document and displaying a screen in which a plurality of document buttons linked to the document are arranged, and the name of the document to which the documents relate to each other is displayed. The gist is that the displayed document buttons are connected by lines.

According to a tenth aspect of the present invention, in the screen diagram according to the ninth aspect, the document button has at least one of a display position and a form based on attribute data of a document whose name is displayed on the document button. The gist is that it has been decided.

(Function)
According to the first or fifth aspect of the present invention, a document management system including document data storage means for storing document data related to management standards and a management computer is used. The management computer gives an identifier to the document data received from the terminal. The management computer extracts the identifier of the document related to the document as a related identifier, and records this related identifier together with the document data. Based on the related identifier of the document data, the management computer displays display data for displaying a related diagram in which the item display in which the name of the document is displayed and the item display of the document associated with the document are connected by a line. create. The management computer transmits the display data to the terminal that requested the display of the related diagram. For this reason, it is possible to display a related diagram in which related documents are associated with each other on a terminal that has requested display of the related diagram. Accordingly, the user can easily grasp the document association from the relationship diagram, and can efficiently acquire the contents of the document to be acquired.

  According to the invention described in claim 2 or 6, the item display included in the related diagram is a button linked to the document data. The management computer receives data relating to the item of the button selected in the related diagram from the terminal, and specifies a document based on the received data. The management computer transmits the content data of the specified document to the terminal. For this reason, the user can efficiently acquire the content data of the document displayed on the button by selecting the button displayed on the related diagram.

  According to the invention described in claim 3 or 7, the document data includes document content data and attribute data of the document. The management computer acquires the attribute data of the item display document from the document data storage means. The management computer determines the display position of the item display in the related diagram based on the attribute data of this document, and creates display data. For this reason, the management computer determines the display position of the item display based on the attribute data of the displayed document. Therefore, since the attribute of the document can be easily grasped from the position of the item display, the content of the document to be acquired can be acquired efficiently.

  According to the invention described in claim 4 or 8, the management computer creates display data for displaying the item display by classification based on the attribute data of the document. For this reason, the user can easily grasp the attribute of the document by the type of the button, and can efficiently acquire the contents of the document to be acquired.

  According to the ninth aspect of the present invention, the screen name data displays a screen diagram in which a document name is displayed and a plurality of document buttons linked to the document are arranged. Further, the screen image data is displayed by connecting document buttons displaying the names of documents related to each other with lines. For this reason, the user can grasp the related document by looking at the screen diagram. In addition, the user can easily acquire the contents of the document with the document name displayed on the button by selecting the button.

  According to the tenth aspect, at least one of the display position and the form of the document button is determined based on the attribute data of the document whose name is displayed on the document button. Therefore, the user can easily grasp the attribute of the document from the display position of the document button and the form of the button. Therefore, the user can efficiently acquire the contents of the acquired document.

ADVANTAGE OF THE INVENTION According to this invention, the document for complying with a management standard can be managed so that a user can acquire easily when needed.

  Hereinafter, an embodiment embodying the present invention will be described with reference to FIGS. In the present embodiment, it is assumed that an employee manages a document for complying with (Quality Management Standard) of, for example, the International Organization for Standardization (ISO) when an employee performs business.

  In the present embodiment, a plurality of terminals 10 are connected to the document management system 20 via the network N. The terminal 10 is a computer terminal used by employees. The terminal 10 includes a display, a keyboard, and a mouse. The display is used when displaying a list of documents or contents of documents. The keyboard and mouse are used when inputting the contents of a new document or revised document. In the present embodiment, the content file constituting the document is created in the terminal 10 and then recorded in the file data storage unit 23 as will be described later.

The document management system 20 includes a management computer 21. The management computer 21 includes a CPU, a RAM, a ROM, and the like (not shown), and includes processes described later (an identifier assignment stage, a recording stage, a display data creation stage, a related diagram data transmission stage, a specific stage, a document data transmission stage, etc. )I do. By executing the document management program for this purpose, the management computer 21 functions as an identifier assigning means, a recording means, a display data creating means, a related diagram data transmitting means, a specifying means, a document data transmitting means, and the like.
The management computer 21 is connected to a document data storage unit 22, a file data storage unit 23, and a correlation diagram display data storage unit 24.

  As shown in FIG. 2, the document data storage unit 22 stores document data 220 relating to a document for complying with the standard. The document data 220 is recorded in the document data storage unit 22 during the registration process. The document data 220 includes document attribute data 221 and related document data 222.

  The document attribute data 221 is data related to the attribute of this document. The document attribute data 221 includes a document identifier, a theme name, a document name, a management attribute, a document classification, a process attribute, a standard requirement number, a storage period, an application range, a document level, a creation date, a progress state, a creator, a content, The contents file identifier and data regarding the approval destination are included.

Data relating to an identifier for specifying the document is recorded in the document identifier data area.
In the theme name data area, data relating to the theme name of this document is recorded.

Data relating to the file name of this document is recorded in the document name data area.
In the management attribute data area, data relating to attributes of the ISO management document is recorded. In the present embodiment, there are three attributes: “ISO management document”, “ISO management record”, or “not subject to ISO management”.

  Data related to the classification of the ISO management document is recorded in the document classification data area. For example, in this embodiment, there are three classifications: a first document related to a policy such as a quality manual, a second document such as a standard or a guideline, and a third document related to a recording format or recording.

In the process attribute data area, data related to the ISO process attribute related to this document is recorded. In this process attribute, for example, “policy”, “plan (Pl
an) "" implementation / operation (Do) "," audit (Check) "and" review (Act) ".

In the standard requirement number data area, data relating to the ISO standard number to which this document relates is recorded.
In the storage period data area, data relating to a period during which this document is stored is recorded. This data includes, for example, “1 year”, “5 years”, “10 years”, “15 years”, “permanent”, and “as needed”.

In the application range data area, data relating to the range to which the requirements of this document are applied is recorded. This application range includes, for example, “all employees” and “sales department”.
Data relating to the level of the document is recorded in the document level data area. This level includes “new” or “revision”.

In the creation date data area, data relating to the creation date of creating this document is recorded.
In the progress status data area, data relating to the progress status until this document is created and registered is recorded. This data has three states: “Creating”, “Approval requesting”, and “Creating completed”. Here, “being created” indicates that a document is currently being created. “Applying for approval” indicates that approval is requested for the created document. “Completed” indicates that the created document has been approved and registered.

In the creator data area, data relating to the creator for identifying the creator who created the document is recorded.
In the content data area, text data relating to the text content of the document is recorded.

In the content file identifier data area, an identifier for specifying a file relating to the content of this document is recorded. With this identifier, it is possible to specify a file that constitutes the content of the document. That is, in addition to the case where text data related to the text content is recorded in the content data area as described above, the text content may be defined using a file specified by the content file identifier.
In the approval destination data area, data related to an approval destination (approver) who approves this document is recorded. This approval destination includes, for example, the department manager.

  On the other hand, the related document data 222 includes data related to the related document identifier. The related document data 222 is not recorded when the document data 220 is not subject to ISO management. Here, the related document identifier is a document identifier for specifying an associated document. Therefore, this document and other documents are associated with each other through the data of the related document identifier.

  As shown in FIG. 3, file data 230 relating to a file is recorded in the file data storage unit 23. The file data 230 is recorded when, for example, a file created using various software is provided from the terminal 10. The file data 230 is not provided from the terminal 10 in the document creation process described later, but may be recorded in advance prior to the document creation process. The file data 230 includes data relating to a file identifier, a file name, and contents.

  Data relating to an identifier for specifying this file is recorded in the file identifier data area. Based on this data and the data of the content file identifier of the document data 220, the content file of the document data 220 is specified.

Data relating to the file name is recorded in the file name data area.
In the content data area, data relating to the content of this file is recorded. Specifically, text data is recorded when the file is word processing software, and table data is recorded when the file is spreadsheet software.

  As shown in FIG. 4, the correlation diagram display data storage unit 24 records data for displaying the relationship between documents as a correlation diagram. This data is correlation diagram display data 240 for displaying a document correlation diagram regarding the ISO management document shown in FIG. The correlation diagram display data 240 is recorded and updated according to the recording of the document data 220. As shown in FIG. 4, the correlation diagram display data 240 includes classification range display data 241, button display data 242, and connection display data 243.

  The classification range display data 241 is data related to classification display for classifying and displaying buttons. In this classification range display data 241, data relating to display items, display ranges, and display types are recorded.

In the display item data area, data relating to the classification item to be displayed is recorded. Specifically, these are “policy”, “regulation related document”, “plan” and the like in FIG.
In the display range data area, data related to the range for displaying the classification is recorded. Specifically, as shown in FIG. 7, coordinates defining each range are used.

  Data relating to a display method for displaying the range is recorded in the display type data area. Specifically, “solid line” is used when the display method of the range that means the item is “policy”, and “two-dot chain line” is used when the document is related to the regulations.

  The button display data 242 records data related to the document button B (see FIG. 7) for displaying the document. The button display data 242 includes data relating to a document identifier, a document name, a button type, and a display position.

  In the document identifier data area, data relating to an identifier for specifying a document linked to the button is recorded. This button is associated with the document data 220 of this document name via this document identifier data.

In the document name data area, data related to the document name displayed on this button is recorded.
Data relating to the display type of the button is recorded in the button type data area. This display type is determined based on the document attribute data of the document name displayed on the button. In the present embodiment, the button types include a dot pattern, a diagonal pattern, and a lattice pattern depending on the application range of the document. For example, if the document is applicable to all employees, the button for displaying the document name is displayed as a dot pattern.
In the display position data area, data relating to the position where the button is displayed is recorded. A button is displayed on the document correlation diagram around the position of this data.

  In the connection display data 243, data for connecting buttons displaying the document names of related documents with lines is recorded. The connection display data 243 includes data related to the start point connection document identifier and the end point connection document identifier.

In the start point connection document identifier data area, data related to the document identifier for specifying the document connected by the start point of the connection is recorded.
In the end point connection document identifier data area, data related to the document identifier for specifying the document connected by the end point of the connection is recorded.

  Next, a document management processing procedure using the document management system 20 will be described with reference to FIGS. Here, the document creation process for creating a new document and the browsing process for browsing the document will be described in this order. In this embodiment, a file related to the contents of the document is created and recorded in the file data storage unit 23 before the document creation process is performed as will be described later.

(Document creation process)
In this process, first, the terminal 10 performs a document registration process (step S1-1). Specifically, when the document creator gives an instruction to register a document related to ISO, the terminal 10 creates a document creation screen 500 shown in FIG. 6 based on the ISO-related document creation screen data registered in advance. Is displayed.

This document creation screen 500 includes an identifier acquisition button. The identifier acquisition button is a button for requesting the document management system 20 to assign a document identifier.
The document creation screen 500 includes a theme name input field, a document name input field, a management attribute selection button, a classification menu, a process attribute selection button, a standard requirement number input field, a storage period selection button, an application range menu, and a document level selection button. Is included. Here, the classification menu and the application range menu are configured in a pull-down manner. On the other hand, the management attribute selection button, process attribute selection button, storage period selection button, and document level selection button are composed of radio buttons.

  Further, the date is displayed on the document creation screen 500 as the creation date when this screen is displayed. Further, the document creation screen 500 includes a progress state selection button, a creator menu, a text content entry field, a file display field, and a file addition button. Here, an icon of a document added as a content file is displayed in the file display field. The file addition button is displayed when a file is added as the contents of a document.

  Further, the document creation screen 500 includes an approval destination menu and an approval request button. The approval request button is used when sending this document to the document management system 20 and requesting approval from the approver selected by the approval destination menu.

  Here, when the identifier acquisition button on the document creation screen 500 is selected, the terminal 10 requests the document management system 20 to assign a document identifier. Thereby, the management computer 21 of the document management system 20 determines a document identifier to be assigned. Specifically, the management computer 21 generates a document identifier that is different from the document identifier of the document data 220 recorded in the document data storage unit 22. Then, the management computer 21 registers the document data 220 having the determined document identifier in the document data storage unit 22. At this time, in the document data 220 to be registered, only the data of the assigned document identifier and the data of the progress status “being created” are recorded, and other data is empty. Then, the management computer 21 transmits data regarding the assigned document identifier to the terminal 10.

  The terminal 10 that has received the data relating to the document identifier sets the progress state to “being created” and displays the document number on the document creation screen 500. Using this document creation screen 500, the creator makes selections and inputs.

Then, the theme name and the document name are input to the theme name input field and the document name input field of the document creation screen 500, respectively. Further, the management attribute selection button selects an attribute corresponding to the attribute of the document to be created. This document classification is selected from the classification menu of the document creation screen 500. In the process attribute selection button, the process attribute of this document is selected. In the standard requirement item number input column, a requirement item number of the ISO standard related to this document is entered. The storage period of this document is selected by a storage period selection button. From the scope menu, the scope to which this document applies is selected. The document level selection button selects a document level.

  In addition, the name of the creator is selected from the creator menu. The contents of this document are entered in the text content entry column. Then, when a file addition button is selected, a file related to the contents of this document is associated.

Further, an approver who approves the document is selected from the approval destination menu.
Then, input is performed for all input fields and entry fields, and after all selection buttons and all menu items are selected, an approval request is selected. Thereby, the terminal 10 completes the document registration process (step S1-1), and transmits data related to the document created on the document creation screen 500 to the document management system 20 (step S1-2).

  The management computer 21 of the document management system 20 registers the document (step S1-3). Specifically, the management computer 21 first extracts a document identifier included in the received data. The management computer 21 extracts the document data 220 having this document identifier from the document data storage unit 22. Then, the management computer 21 records the received data in the document attribute data 221 of the extracted document data 220. Specifically, theme name data, document name data, management attribute data, document classification data, process attribute data, standard requirement number data, retention period data, scope data, document level data, creation date data, creator data , Content data, content file name data and approval destination data are recorded.

  Here, the management computer 21 checks whether the recorded documents are duplicated. Specifically, the management computer 21 checks whether there is another document data 220 having the document name of the recorded document. When there is document data 220 having the same document name and the document level of the recorded document data 220 is “new”, the management computer 21 notifies the terminal 10 that there are duplicate documents.

  If there is no document data 220 having the same document name, or if the document level is “revised” even though there is document data 220 having the same document name, the management computer 21 proceeds with the progress of the document data 220. Record the status as “Requesting Approval”.

  Next, the management computer 21 of the document management system 20 performs an approval process (step S1-4). Specifically, the management computer 21 specifies the terminal 10 of the approver based on the data related to the approval destination recorded in the document attribute data 221. Then, the management computer 21 transmits the approval screen data to the specified terminal 10, displays the approval screen on the display of the terminal 10, and makes an approval request. The contents of the document data 220 are displayed on this approval screen. Further, this approval screen includes an approval button.

  When the approval button on the approval screen is selected, the terminal 10 notifies the document management system 20 of approval completion. Upon receiving the approval completion notification, the management computer 21 of the document management system 20 changes the progress state of the document data 220 and completes the approval process.

  Next, the management computer 21 determines whether the document recorded in the document data storage unit 22 is a document that is not subject to ISO management (step S1-5). At this time, if the document for which the approval process (step S1-4) has been completed is a document that is not subject to ISO management (in the case of “YES” in step S1-5), the management computer 21 performs the document creation process. Complete.

  On the other hand, if the document for which the approval process has been completed is an ISO management document or management record (“NO” in step S1-5), the management computer 21 extracts the document identifier of the related document ( Step S1-6).

  Here, the management computer 21 first extracts a related document identifier based on the standard number. Specifically, the management computer 21 extracts the document identifier of the document data 220 having the same standard requirement number as the standard requirement number of this document.

  Further, the management computer 21 extracts a related document identifier based on the contents of this document. Specifically, the management computer 21 first checks whether other standard numbers or document identifiers of other documents are included. Then, when the document content includes a document identifier of another document, the management computer 21 extracts the document identifier.

  On the other hand, when other standard requirement number is included in the document content, the management computer 21 extracts the document identifier of the document data 220 having the standard requirement number included in the document content. .

Then, the management computer 21 records the extracted document identifier in the related document data 222 as a related document identifier (step S1-7).
Next, the management computer 21 updates the correlation diagram display data 240 (step S1-8). Here, the management computer 21 first updates the button display data 242 related to the document button of the approved document.

  Here, the management computer 21 acquires from the document data 220 data related to the application identifier for determining the document identifier of the approved document, the document name displayed on the document button, and the button type. Then, the management computer 21 determines the button type of the document button based on the application range. Specifically, for example, as shown in FIG. 7, a dot pattern is determined when applied to the entire company, and a diagonal line is determined when applied to the entire copy. Then, the management computer 21 records the document identifier, the document name, and the button type as button display data 242 in the correlation diagram display data storage unit 24.

  Next, the management computer 21 specifies the range in which the document button is displayed. Specifically, the management computer 21 determines a horizontal (row) range (such as “policy” and “implementation”) based on the process attribute of the document. Further, the management computer 21 determines a vertical (row) range (such as “regulation” or “record”) to be displayed based on the management attribute of the document attribute data 221. Thereby, the range in which the document button is displayed is specified.

  Further, the management computer 21 determines the position of the document button in the specified display range. The management computer 21 first extracts the related document identifier of the related document data 222. Further, the management computer 21 acquires button display data 242 and connection display data 243 having a document identifier corresponding to the extracted related document identifier. Then, the management computer 21 determines the display position of a new document button based on the button display position, the connection start point connection document identifier, and the end point connection document identifier in the button display data 242. Specifically, when the document button is inserted and displayed, the connection between the document button document and the document button of the related document is shortened. Furthermore, by inserting this document button, the connection between the other document buttons does not intersect with two or more more connections than before, and the connection is not shortened even if the positions of the other document buttons are changed. Position it like this.

  Next, the management computer 21 updates the connection display data 243. Specifically, the management computer 21 newly creates connection display data 243 connecting the document button whose display position has been determined and the document button B connected thereto. Then, the connection display data 243 relating to the document button whose position has been changed in accordance with the insertion of the document button whose display position has been determined is updated.

Finally, the management computer 21 updates the classification range display data 241. Specifically, the management computer 21 acquires document attribute data and management attribute data of the document data 220 based on the document identifier of the button display data 242. Then, the management computer 21 extracts a position where the display item of the button document data changes based on the attribute data. Then, the display range is changed based on this position.
When the correlation diagram display data is updated as described above (step S1-8), the document management system 20 completes the document creation process.

(Browsing process)
Next, browsing processing for browsing documents related to ISO will be described with reference to FIG.

  When a viewer wants to browse an ISO related document, he / she accesses the document management system 20 using the terminal 10. Thereby, the document management system 20 displays the initial screen data of the ISO related document. The terminal 10 displays an initial screen on the display based on the received data.

  This initial screen includes a list browsing button listing document names of ISO management documents and a document correlation diagram display button for displaying a correlation diagram of ISO related documents. Here, when a document correlation diagram display button included in the initial screen is selected, the terminal 10 requests the document management system 20 for document correlation diagram display data.

  Based on the request, the management computer 21 of the document management system 20 acquires the document correlation diagram data recorded in the correlation diagram display data storage unit 24 and transmits this data to the terminal 10. The terminal 10 displays a document correlation diagram display screen 600 shown in FIG. 7 based on the received data.

  This document correlation diagram display screen 600 is divided into sections according to the items of “policy”, “plan”, “implementation”, “audit”, and “review”, and further, items of “regulation document” and “related document”. The vertical section is divided according to.

  Further, a document button B corresponding to the attribute is displayed in each of the ranges divided by these. The document button B displays the document name. Further, the document button B1 of the document buttons B is connected to another document button B2 by a line. The document buttons B1 and B2 connected by a line indicate that the documents displayed on the document buttons B1 and B2 are related to each other.

When the document button is selected, the terminal 10 transmits the position information included in the document button to the document management system 20. The document management system 20 transmits document data corresponding to the received position information to the terminal 10. Then, the terminal 10 displays the document having the document name displayed on the document button on the display based on the received document data. Thereby, the viewer can browse a necessary ISO-related document.
Thus, the document management process is completed.

According to this embodiment, the following effects can be obtained.
In the present embodiment, the management computer 21 records the document data 220 received from the terminal 10 in the document data storage unit 22 (step S1-3). When the document of the recorded document data 220 is an ISO management document or an ISO management record (in the case of “NO” in step S1-5), the management computer 21 extracts the document identifier of the related document. (Step S1-6), this is recorded in the document data 220 as a related document identifier (Step S1-7). Further, the management computer 21 updates the correlation diagram display data based on the document data 220 in which the related document identifier is recorded (step S1-8). For this reason, the management computer 21 can display the document correlation diagram display screen 600 of FIG. Therefore, the viewer can easily grasp the association of the documents on the document correlation diagram display screen 600, and can efficiently acquire the contents of the document to be acquired.

  In this embodiment, the management computer 21 creates display data of the document correlation diagram display screen 600 (see FIG. 7) including a plurality of document buttons B linked to the document data 220 of the document name displayed on the document button B. To do. Therefore, the viewer can easily acquire the contents of the document displayed on the document button B by selecting the document button B.

  In the present embodiment, the management computer 21 determines a horizontal (row) range (such as “policy” and “implementation”) based on the process attribute data. Further, the management computer 21 determines a vertical (row) range (“regulation”, “record”, etc.) to be displayed based on the management attribute data of the document attribute data 221. That is, since the position where the document button B is displayed is determined by the document attribute, the viewer can easily grasp the document attribute from the document correlation diagram display screen 600.

  In the present embodiment, the management computer 21 determines the button type of the document button based on the application range data. Therefore, the browsing person can easily grasp the range to which the document with the document name displayed on the document button B is applied by browsing the type of the document button B.

  In the present embodiment, when new document data 220 is recorded, the management computer 21 updates the correlation diagram display data including the document button B for displaying the document data 220 (step S1-8). At this time, the management computer 21 specifies the display position of the document button B so that the line connecting the document displayed on the document button B and the related document is as short as possible. For this reason, in the document correlation diagram display screen 600 of FIG. 7, since the related documents are close to each other, the viewer can easily grasp the related documents.

In addition, you may change the said embodiment as follows.
In the above embodiment, when the document recorded in the document data storage unit 22 is not subject to ISO management (“YES” in step S1-5, the management computer 21 updates the correlation diagram display data ( Step S1-8) was not performed, but instead, the correlation diagram display data may be updated even when the document is not subject to ISO management, that is, the management computer 21 may update the right side of FIG. In addition, an item for displaying a document that is not subject to ISO management may be provided, and data may be created in which a button for displaying the document name of a document that is not subject to ISO management is provided in this item.

  In the above embodiment, the management computer 21 displays the correlation diagram display screen 600 of FIG. 7 in two dimensions. Specifically, the management computer 21 created correlation diagram data in which “plan”, “implementation / operation”, “audit”, and “review” of the regulations-related documents are arranged vertically. Alternatively, the document correlation diagram may be displayed in three dimensions. For example, the “plan”, “implementation / operation”, “audit”, and “review” may be arranged in the depth direction, and the correlation diagram may be displayed in three dimensions.

  In the above embodiment, the correlation diagram display data is updated and created when document data is registered. Instead of this, when there is a browsing request from the terminal 10, the management computer 21 may acquire the document data 220 from the document data storage unit 22 and create the correlation diagram data. In this case, based on the data of the department in which the terminal that requested the correlation diagram display data is arranged, the department may be specified, and only the rules relating to the department may be extracted from the document data 220 and transmitted. . Thereby, since the management computer 21 transmits only the data related to the ISO management document and the ISO management record related to the viewer using the terminal 10, the viewer can acquire only the document necessary for himself. .

  In the above embodiment, when creating a new document, the management computer 21 associates it with a related document. At this time, when the connection line to be formed intersects with many other lines (for example, three or more), the management computer 21 displays a plurality of document buttons displaying the same document name, thereby reducing the number of intersections. In this way, display data may be generated.

  In the above embodiment, the management computer 21 generates display data that identifies the type of document button corresponding to the application range of the document by a dotted line, a diagonal line pattern, and a lattice pattern. Not limited to this, the management computer 21 may generate display data that identifies the types of document buttons according to the application range of the document, for example, by different shade configurations.

  In the above embodiment, the management computer 21 includes a correlation diagram of ISO management documents and documents related to ISO management records. However, the present invention is not limited to this, and correlation diagram display data that is classified or related based on the requirements of other standards such as JISQ15001, which is an authentication standard of the privacy mark system, may be generated.

1 is a schematic diagram of a system in an embodiment. Explanatory drawing of the data recorded on the document data storage part. Explanatory drawing of the data recorded on the file data storage part. Explanatory drawing of the data recorded on the correlation diagram display data storage part. The flowchart for demonstrating the process sequence of a document preparation process. Explanatory drawing of a document creation screen. Explanatory drawing of a document correlation diagram screen.

Explanation of symbols

  B, B1, B2 ... Document button as item display, 10 ... Terminal, 20 ... Document management system, 21 ... Management computer, 22 ... Document data storage unit as document data storage means, 600 ... Document correlation diagram as screen figure Display screen.

Claims (10)

A method for managing documents using a document management system comprising document data storage means for storing document data related to management standards and a management computer,
The management computer is
An identifier assigning step for assigning an identifier to the document data received from the terminal;
Extracting a document identifier related to the document as a related identifier, and recording the related identifier together with the document data;
Based on the association identifier of the document data, display data for displaying an association diagram in which an item display in which the name of the document is displayed and an item display of the document associated with the document are connected by a line is created. The display data creation stage,
And a related diagram data transmission step of transmitting the display data to a terminal that has requested display of the related diagram. The item display included in the related diagram is a button linked to the document data,
The management computer receives data relating to the item of the button selected in the related diagram from the terminal, and specifies a document based on the received data;
The document management method according to claim 1, further comprising a document data transmission step of transmitting content data of the identified document to the terminal. The document data includes content data of the document and attribute data of the document,
In the creation step, the management computer acquires the attribute data of the item display document from the document data storage unit, and based on the document attribute data, determines the display position of the item display in the related diagram. 3. The document management method according to claim 1 or 2, wherein the display data is generated by determining.   The document management according to any one of claims 1 to 3, wherein the creating step creates display data for displaying the item display by classification based on attribute data of the document. Method. A program for managing documents using a document management system including document data storage means for storing document data related to management standards and a management computer,
The management computer,
Identifier assigning means for assigning an identifier to the document data received from the terminal;
A recording means for extracting an identifier of a document related to the document as a related identifier, and recording the related identifier together with the document data;
Based on the association identifier of the document data, display data for displaying an association diagram in which an item display in which the name of the document is displayed and an item display of the document associated with the document are connected by a line is created. A document management program that causes a display data creation unit and a terminal that has requested display of the related diagram to function as a related diagram data transmission unit that transmits the display data. The item display included in the related diagram is a button linked to the document data,
The management computer receives data related to the item of the button selected in the related diagram from the terminal, specifies a document based on the received data, and specifies content data of the specified document to the terminal 6. The document management program according to claim 5, further functioning as a document data transmitting means for transmitting. The document data includes content data of the document and attribute data of the document,
In the creation unit, the management computer acquires the attribute data of the item display document from the document data storage unit, and based on the document attribute data, determines the display position of the item display in the related diagram. 7. The document management program according to claim 5, wherein the display data is determined and determined.   The document management according to claim 5, wherein the creation unit creates display data for displaying the item display by classification based on attribute data of the document. program. Screen diagram data that displays the name of the document and displays a screen with a plurality of document buttons linked to the document.
The screen figure characterized by connecting and displaying the document button in which the name of the document with which documents relate is displayed by the line.   The screen image according to claim 9, wherein at least one of a display position and a form of the document button is determined based on attribute data of a document whose name is displayed on the document button.

Images