JP5809589B2 - Business takeover judgment system and business takeover judgment method - Google Patents

Description

  The present invention relates to a business takeover determination system and a business takeover determination method that can perform takeover progress management and takeover end determination in takeover business of various business such as a company, and in particular, an administrator grasps the business acquisition status of business takeover. The present invention relates to a business takeover determination system and a business takeover determination method that can perform handover progress management and end of handover determination.

  In recent years, there has been an increase in the number of items for specialization and takeover in the business of companies, etc., and in the case of such business takeover due to changes in the person in charge of business, each person is informed about the progress status of the takeover in the management list. In order to determine the end of each business item, it was necessary for the person in charge before taking over, the person in charge after taking over, and the administrator to gather together to make an interview while judging the end of the takeover.

  In addition, the following patent document 1 is mentioned as a document in which the technique regarding business hand-over is described, and this patent document 1 refers to the personnel announcement history information storage device and stores information on employees who are subject to personnel changes. Personnel maintenance processing means to acquire and record in the transferred personal information storage device and the employee recorded in the transferred personal information storage device with reference to the workflow information storage device, the workflow is not completed and stays Retention check processing means to search for jobs that are currently in progress, and organization manager notification processing means to notify an administrator of the organization before the personnel change of the employee who is the subject of the personnel change, and to designate a successor A technique is described that prevents a job from staying due to personnel changes by providing a workflow takeover system.

JP 2004-102923 A

  Although the technique described in the above-mentioned Patent Document 1 can manage the end of work at the time of personnel change by searching for a retained takeover job, when taking over specialized and complicated work to a successor It is necessary to confirm whether the administrator has mastered the work contents of multiple items, and it is not considered whether the successor's work acquisition has been done, so that the business takeover can be confirmed accurately In this case, the person in charge before taking over, the person in charge after taking over, and the manager must come together to judge the completion of the takeover while interviewing, and the process for creating the management list and judging the completion is complicated. There was a problem.

  In addition, in the case of actual business transfer, there are business items that can be completed by simply transferring business materials from the predecessor to the successor, or business items that require explanation in addition to this material delivery. Some operations cannot be judged as having completed business handover without passing through “shadowing” and “reverse shadowing”, and for administrators, the status of business handover requiring “shadowing” and “reverse shadowing” There was also a problem that it was difficult to grasp. The “shadowing” refers to a takeover mode in which the successor learns the work item contents by directly looking at the work performed by the predecessor, and “reverse shadowing” means that the successor replaces the work. It means a takeover mode in which the work is performed and the predecessor learns the work while checking behind.

  The object of the present invention is to solve the above-mentioned problems of the prior art, and the task transfer information in which the manager considers shadowing and reverse shadowing in the actual transfer task without the related parties meeting together. It is to provide a business takeover determination system and a business takeover determination method that can be grasped according to a judgment criterion designated by an administrator.

In order to achieve the above object, the present invention provides a material takeover form in which the predecessor delivers the material to the successor to take over the work, an explanation takeover form in which the business takeover is completed by explaining, and a work work performed by the predecessor. Shadowing, which is a takeover form that allows the successor to directly learn the work item contents, and reverse shadowing, which is a takeover form that allows the successor to learn the work while doing the work work and checking the back A business takeover judgment system for judging a takeover situation in which a business is handed over from a predecessor to a successor by any implementation item,
A takeover item management database for storing the plurality of takeover item information corresponding to the takeover items of the takeover task to be taken over,
And criterion management database for registering the termination determination reference value of the shadowing and the reverse shadowing,
A handover status input processing unit that inputs a business handover stage as a proficiency level D for the material transfer mode, a proficiency level C for the explanation transfer mode, a proficiency level B for the shadowing, and a proficiency level A for the reverse shadowing;
When the number of items of proficiency ABC is greater than or equal to the first reference value with respect to the total number of items of the takeover task, and when the number of items of proficiency AB is greater than or equal to the second reference value with respect to the total number of items of the takeover task A shadowing end determination processing unit for performing a shadowing end determination step for determining that shadowing is completed;
When the number of items of the proficiency level ABC is greater than or equal to the third reference value with respect to the total number of items of the takeover task, and when the number of items of proficiency level AB is greater than or equal to the fourth reference value with respect to the total number of items of the takeover task A reverse shadowing end determination processing unit for performing a reverse shadowing end determination step for determining that the reverse shadowing is completed;
The painting Bei.

In addition, the present invention provides a data takeover form in which the predecessor delivers the material to the successor to take over the work, an explanation takeover form in which the business takeover is completed by explaining, and a business work performed by the predecessor directly. Implementation of either shadowing, which is a takeover form that allows you to learn the contents of work items by watching, or reverse shadowing, which is a takeover form that allows the successor to learn the work while doing work work and the predecessor checks behind A business takeover determination method for determining by a computer system a takeover status of taking over a business from a predecessor to a successor,
The computer system is
And takeover item management database that stores the takeover item information of multiple corresponding to the take-over items in the takeover business for the takeover target,
And criterion management database for registering the termination determination reference value of the shadowing and the reverse shadowing,
A handover status input processing unit for inputting a job handover stage as a proficiency level D as the material transfer mode, a proficiency level C as the description transfer mode, a proficiency level B as the shadowing, and a proficiency level A as the reverse shadowing. Prepared,
When the number of items of proficiency ABC is greater than or equal to the first reference value with respect to the total number of items of the takeover task, and when the number of items of proficiency AB is greater than or equal to the second reference value with respect to the total number of items of the takeover task A shadowing end judging step for judging that shadowing is completed;
When the number of items of the proficiency level ABC is greater than or equal to the third reference value with respect to the total number of items of the takeover task, and when the number of items of proficiency level AB is greater than or equal to the fourth reference value with respect to the total number of items of the takeover task A reverse shadowing end determination step for determining that the reverse shadowing is completed ;
Execute.

In addition, the present invention provides a data takeover form in which the predecessor delivers the material to the successor to take over the work, an explanation takeover form in which the business takeover is completed by explaining, and a business work performed by the predecessor directly. Implementation of either shadowing, which is a takeover form that allows you to learn the contents of work items by watching, or reverse shadowing, which is a takeover form that allows the successor to learn the work while doing work work and the predecessor checks behind A business takeover judgment system for judging a takeover status of taking over a business from a predecessor to a successor by an item,
And takeover item management database that stores the takeover item information of multiple corresponding to the take-over items in the takeover business for the takeover target,
And criterion management database for registering the termination determination reference value of the shadowing and the reverse shadowing,
A handover status input processing unit that inputs a business handover stage as a proficiency level D for the material transfer mode, a proficiency level C for the explanation transfer mode, a proficiency level B for the shadowing, and a proficiency level A for the reverse shadowing;
A shadowing end determination processing unit for determining the end of shadowing;
A reverse shadowing end determination processing unit for determining the end of reverse shadowing,
When the handover status input processing unit inputs the handover item and the execution item,
It is determined whether or not the input execution item is a document confirmation form. When the input execution item is determined to be a document confirmation form, the proficiency level D is stored in a checklist of the takeover item management database, and the input execution item is described. It is determined whether or not it is a confirmation form, and when it is determined to be an explanation confirmation form, the proficiency C is stored in a checklist of the takeover item management database, and it is determined whether or not the input execution item is shadowing. The proficiency B is stored in the checklist of the takeover item management database when it is determined that shadowing is performed, it is determined whether or not the input action item is reverse shadowing, and when it is determined that reverse shadowing is detected Executing a proficiency level registration step of storing the proficiency level A in the transfer item information of the transfer item management database;
When the shadowing end determination processing unit receives a name ID ,
Acquiring inherited item information including all inherited items and proficiency levels from the inherited item management database using the input name ID as a key;
The Technology of number splicing item proficiency A and B and C included in the acquired takeover item information, calculates the ABC proficiency rate divided by the total number of takeover items included in the acquired takeover item information A first calculation step;
The second of proficiency contained in the acquired the takeover item information to calculate the AB proficiency proportion Technology of the joint number of items, divided by the total number of takeover items included in the acquired takeover item information of A and B A calculation process ;
When it is determined that the ABC proficiency ratio calculated in the first calculation step is equal to or higher than the first reference value and the AB proficiency ratio calculated in the second calculation step is equal to or higher than the second reference value, shadowing is completed. Execute the shadowing end determination process to determine that
When the reverse shadowing end determination processing unit receives a name ID ,
A step of acquiring item information takeover including all takeover items and proficiency from the takeover item management database input the name ID as a key,
It acquired the Technology of number splicing item proficiency A and B and C contained in the takeover item information, calculates the ABC proficiency rate divided by the total number of takeover items included in the acquired takeover item information A third calculation step;
Fourth of proficiency contained in the acquired the takeover item information to calculate the AB proficiency proportion Technology of the joint number of items, divided by the total number of takeover items included in the acquired takeover item information of A and B A calculation process ;
When it is determined that the ABC proficiency level calculated in the third calculation step is equal to or higher than the third reference value and the AB proficiency level calculated in the fourth calculation step is equal to or higher than the fourth reference value, the reverse shadowing is completed. The reverse shadowing end determination process to determine that
Execute .

In addition, the present invention provides a data takeover form in which the predecessor delivers the material to the successor to take over the work, an explanation takeover form in which the business takeover is completed by explaining, and a business work performed by the predecessor directly. Implementation of either shadowing, which is a takeover form that allows you to learn the contents of work items by watching, or reverse shadowing, which is a takeover form that allows the successor to learn the work while doing work work and the predecessor checks behind A business takeover determination method for determining by a computer system a takeover status of taking over a business from a predecessor to a successor,
The computer system, and takes over the item management database for storing the takeover item information for multiple corresponding to the takeover item takeover business for the takeover target,
And criterion management database for registering the termination determination reference value of the shadowing and the reverse shadowing,
A handover status input processing unit that inputs a business handover stage as a proficiency level D for the material transfer mode, a proficiency level C for the explanation transfer mode, a proficiency level B for the shadowing, and a proficiency level A for the reverse shadowing;
A shadowing end determination processing unit for determining the end of shadowing;
A reverse shadowing end determination processing unit for determining the end of reverse shadowing,
When the takeover item and the execution item are input to the takeover status input processing unit,
It is determined whether or not the input execution item is a document confirmation form. When the input execution item is determined to be a document confirmation form, the proficiency level D is stored in a checklist of the takeover item management database, and the input execution item is described. It is determined whether or not it is a confirmation form, and when it is determined to be an explanation confirmation form, the proficiency C is stored in a checklist of the takeover item management database, and it is determined whether or not the input execution item is shadowing. The proficiency B is stored in the checklist of the takeover item management database when it is determined that shadowing is performed, it is determined whether or not the input action item is reverse shadowing, and when it is determined that reverse shadowing is detected Executing a proficiency level registration step of storing the proficiency level A in the transfer item information of the transfer item management database;
When a name ID is input to the shadowing end determination processing unit,
Acquiring inherited item information including all inherited items and proficiency levels from storage in the inherited item management database;
Acquired the take over Technology of number splicing item proficiency A and B and C included in the item information, calculates the ABC proficiency rate divided by the total number of takeover items included in the acquired takeover item information A first calculation step;
The second of proficiency contained in the acquired the takeover item information to calculate the AB proficiency proportion Technology of the joint number of items, divided by the total number of takeover items included in the acquired the takeover item information of A and B A calculation process ;
When it is determined that the ABC proficiency ratio calculated in the first calculation step is equal to or higher than the first reference value and the AB proficiency ratio calculated in the second calculation step is equal to or higher than the second reference value, shadowing is completed. The shadowing end determination process is performed to determine that
When a name ID is input to the reverse shadowing end determination processing unit,
Obtaining inherited item information including all inherited items and proficiency levels from the inherited item management database;
Acquired the take over Technology of number splicing item proficiency A and B and C included in the item information, calculates the ABC proficiency rate divided by the total number of takeover items included in the acquired the takeover item information A third calculation step;
Fourth of proficiency contained in the acquired the takeover item information to calculate the AB proficiency proportion Technology of the joint number of items, divided by the total number of takeover items included in the acquired takeover item information of A and B A calculation process ;
When it is determined that the ABC proficiency level calculated in the third calculation step is equal to or higher than the third reference value and the AB proficiency level calculated in the fourth calculation step is equal to or higher than the fourth reference value, the reverse shadowing is completed. The reverse shadowing end determination process to determine that
Let it run.

In the business takeover determination system and the business takeover determination method according to the present invention, the number of items of the proficiency ABC is greater than or equal to the first reference value designated by the administrator with respect to the total number of items of the takeover business and the total number of items of the takeover business. The shadowing end determination step for determining that shadowing is completed when the number of items of the proficiency level AB is equal to or greater than the second reference value designated by the administrator, and the proficiency level for the total number of items in the takeover task Reverse shadowing occurs when the number of items of ABC is greater than or equal to the third reference value specified by the administrator and the number of items of proficiency AB is greater than or equal to the fourth reference value specified by the administrator with respect to the total number of items in the takeover task. Work that considers shadowing and reverse shadowing in the actual takeover work by executing the reverse shadowing completion judging process that judges that it has been completed Can splicing information manager can be judged by the specified criteria.

The figure which shows the structure of the business takeover determination system by embodiment of this invention. The figure which shows the inheritance item check list creation processing flow by this embodiment. The figure which shows the inheritance item check list approval process flow by this embodiment. The figure which shows the determination reference | standard registration processing flow by this embodiment. The figure which shows the takeover condition input processing flow by this embodiment. The figure which shows the shadowing completion | finish determination processing flow by this embodiment. The figure which shows the reverse shadowing completion | finish determination processing flow by this embodiment. The figure for demonstrating the inheritance item management DB by this embodiment. The figure for demonstrating the inheritance item management DB by this embodiment. The figure for demonstrating related party management DB by this embodiment. The figure for demonstrating the judgment condition management DB by this embodiment. The figure for demonstrating judgment criteria management DB by this embodiment. The figure which shows the full name ID input screen sample by this embodiment. The figure which shows the inheritance item check list screen sample by this embodiment. The figure which shows the determination reference value screen sample by this embodiment. The figure which shows the taking over condition input screen sample by this embodiment. The figure which shows the completion | finish determination result display screen sample.

  Hereinafter, an embodiment of a business handover determination system and a business handover determination method according to the present invention will be described in detail with reference to the drawings.

[Constitution]
As illustrated in FIG. 1, the business takeover determination system 102 according to the present embodiment is connected to a client 113 that is a computer via a network 114, and a takeover item checklist creation processing unit 103 that creates a checklist of business takeover items. , A takeover item checklist approval processing unit 104 that approves a checklist of takeover items, a determination criterion registration processing unit 105 that registers the end determination criterion value of shadowing and reverse shadowing, and a takeover status for inputting a progress status of takeover An input processing unit 106, a shadowing end determination processing unit 107 that determines the end of shadowing, a reverse shadowing end determination processing unit 108 that determines the end of reverse shadowing, and a takeover item that stores takeover item information described later tube Database (DB) 109, party management database (DB) 110 in which party IDs (predecessor, successor, manager's name ID) of the business takeover determination system are registered, and determination of the end of shadowing and reverse shadowing Is included in the server 10 having the determination status management database (DB) 111 for registering the results of the above and the determination criterion management database (DB) 112 for registering the end determination criterion values of shadowing and reverse shadowing. It is configured to be accessed via a network 114 by using a client 113 from a related person such as a person (predecessor), a person in charge after taking over (successor), or an administrator.

  “Shadowing” described in this embodiment means a takeover mode in which the successor learns the work item contents by directly viewing the work performed by the predecessor, and “reverse shadowing” Instead, it means a takeover form in which work is performed and the predecessor learns the work contents while checking behind, and in the actual takeover work, the predecessor takes over by passing business materials to the successor. In addition to the "document confirmation takeover form" and the "document confirmation takeover form", there is also an "explanation confirmation takeover form" in which the business takeover is completed by giving explanations, etc. There are some jobs that cannot be judged as having been completed without passing through “shadowing” and “reverse shadowing”. Confirmation takeover form "and" shadowing "and" Reverse shadowing "and of carrying out the business takeover of" action items ". Similarly to a general computer, the client 113 and the server 10 are a control unit such as a CPU, a memory for temporarily storing programs and data, a storage unit such as a magnetic disk device, an input device such as a display unit and a keyboard. , Various interface devices, a basic OS, and software (programs) according to the present embodiment.

  The takeover item management DB 109 is for registering takeover item information at the time of taking over from the predecessor to the successor. The takeover item information is classified into the corresponding business as shown in FIG. 8A. "Classification" that indicates whether the job is relevant, "Content" that indicates the content of the relevant business, "Registration date" that indicates the registration date of the takeover job, "Registrant" that indicates the registrant code of the takeover job, and approval of the takeover job “Approval date” indicating the date, “Approver” indicating the approver code of the takeover task, “Frequency” indicating the occurrence frequency of the task, and “Proficiency” indicating the proficiency level of the task (A: “ "Reverse shadowing" has been implemented, B: "Shadowing" has been implemented, C: "Description confirmation takeover form" has been implemented, D: "Document confirmation takeover form" has been carried out) Day " "Performer Confirmation Person" indicating the confirmation execution code, "Transfer Execution Date" indicating the takeover execution date, "Passover Execution / Passover Source" indicating the takeover execution code of the takeover source, and takeover destination “Transfer performer / transfer destination” indicating the implementer code, “Shadow implementation date” indicating the shadow execution date, “Shadow performer / transfer source” indicating the shadow performer code of the takeover source, "Shadow Executor / Takeover Destination" that indicates the shadowing person who takes over, "Reverse Shadowing" that indicates the reverse shadowing date, and "Reverse Shadow" that indicates the reverse shadowing person code that is the takeover source Ing implementer / takeover source ”and the reverse shadowing implementer code of the takeover destination Show consists of each item of the "reverse shadowing practitioner-takeover destination".

  Specific takeover item information stored in the takeover item management DB 109 includes, as shown in FIG. 8B, “classification” as “master management”, “content” as “organization master registration”, and “registration date” as “2011/03”. / 01 ”,“ Registrant ”is“ 20001111 ”,“ Approver ”is“ 10001234 ”,“ Frequency ”is“ When Occurrence ”,“ Proficiency ”is“ A (Reverse Shadowing has been implemented) ”,“ Document Confirmation ” The “execution date” is “2011/03/10”, the “document checker” is “30002222”, the “takeover execution date” is “2011/03/14”, the “takeover performer / takeover source” is “20131111”, The “takeover performer / takeover destination” is “30002222”, the “shadowing execution date” is “2011/03/22”, and the “shadowing performer / takeover source” is “2000”. 111 ”,“ Shadow Performer / Transfer Destination ”is“ 300002222 ”,“ Reverse Shadowing Perform Date ”is“ 2011/04/04 ”,“ Reverse Shadow Performer / Transfer Source ”is“ 20001111 ”,“ Reverse ” "Shadow performer / takeover destination" is stored as "30002222".

  The related party management DB 110 is a database for registering users (business predecessors, successors, managers) who use the business takeover determination system according to the present embodiment. As shown in FIG. Each item information of “Name ID” indicating the number, “Name” indicating the name of the person concerned, “Affiliation” indicating the name of the affiliated company, and “Affiliation classification” indicating the affiliation classification (takeover source, takeover destination, operation consignment source) Specifically, as shown in FIG. 9B, “Name ID” is “10001234”, “Name” is “Yamaguchi Noboru”, “Affiliation” is “General Manufacturing Co., Ltd.”, “Affiliation” “Classification” is stored as “operation consignment source”.

  As shown in FIG. 10A, the determination status management database 111 includes a “determination item” indicating the phase (process: “shadowing” or “reverse shadowing”) for which the termination determination has been performed, and an execution person of the termination determination process. Each item information of “executor” indicating the name ID of the user, “determination date” indicating the execution date of the end determination process, and “determination availability” indicating the result (completed or incomplete) of the end determination process. Specifically, as shown in FIG. 10B, the “determination item” is “shadowing”, the “executor” ID is “10001234”, the “determination date” is “2011/04/01”, “determination availability” "Is stored as" completed ".

  As shown in FIG. 11A, the determination criterion management DB 112 has a “determination phase” indicating a target end determination phase (step: “shadowing” or “reverse shadowing”), proficiency “A”, “ “First reference value” indicating the ratio that needs to reach “B” and “C”, “Second reference value” indicating the ratio that needs to reach the proficiency “A” and “B”, and the determination reference value Each item information of “approver” indicating the approver of FIG. 11, specifically, as shown in FIG. 11B, the “judgment phase” is “shadowing” and the “first reference value” is “90”. % ”,“ Second reference value ”is“ 30% ”,“ approver ”is“ 10001234 ”, and the client 113 is used to input the name ID. It consists of a name ID input field as shown in b). Kkurisuto screen as shown in FIG. 13 (a) (b), which are the items and each item content of takeover item management database 109 as described above (Figure 8).

  Similarly, as shown in FIGS. 14A and 14B, the determination reference value screen includes a “determination phase (stage / process)” and a “first reference value” for inputting a phase for registering the determination reference value. It is composed of input fields for "first reference value" for entering the judgment reference value and "second reference value" for entering the judgment reference value of "second reference value". As shown in FIGS. 15 (a) and 15 (b), the screen is for inputting “takeover content” for inputting the takeover content for inputting the situation, and an action item (reverse shadowing, shadowing, takeover, document confirmation). Enter the "takeover contents" to enter the takeover content to enter the status, "takeover source performer" to enter the name ID of the takeover source implementer, and the name of the takeover destination performer To take over “Performer” and input fields for “execution date” that is the date for performing the execution item, and the end determination result display screen displays whether or not determination is possible as shown in FIGS. It consists of a “determination result” input field.

[Operation]
Now, in the business takeover determination system configured as described above, first, the takeover item checklist creation processing unit 103 receives the administrator's input using the input device of the client 113 as shown in FIG. Step 202 for accepting input of name ID, step 203 for accepting input of “classification” of the takeover task, step 204 for accepting input of “content” of the takeover task, and input of “frequency” of the takeover task , Step 206 for storing each item of “classification”, “content”, and “frequency” input in steps 202 to 205 in a memory or the like, and the saved item (“classification”, “content”, “frequency”) )) And the system date of the server as an item “registration date” in step 2 7, the administrator can create a checklist for each item of “classification”, “content”, “frequency”, and “registration date” of the takeover task in the takeover item management DB 109. it can.

[Initial registration operation]
Next, in the business takeover determination system according to the present embodiment, the takeover item checklist approval processing unit 104 inputs the administrator's name ID input by the administrator using the input device of the client 113 as shown in FIG. Step 302 for accepting, Step 303 for reading from the takeover item management DB 109 the takeover items (“classification”, “content”, “frequency”, “registration date”) in the takeover item information stored by the above-described takeover item information creation step; Step 304 for displaying a list of inherited items read in 303 on the display unit of the client 113, and “takeover contents business takeover (takeover item:“ ”approved by the administrator or the predecessor from the list of inherited items displayed in Step 304. Specify "Classification""Content""Frequency""Registrationdate") (Management (Or accepting the input of “takeover content” approved by the predecessor) (step 305), storing the “takeover content” specified in step 305 in a memory or the like, and the administrator name input in step 302 By executing the inherited item checklist approval process step including the step 307 in which the ID is set as the item “approver” and the server system date is registered as the item “approval date” in the takeover item management DB 109, the takeover item checklist Can be approved.

  Furthermore, in the business handover determination system according to the present embodiment, the determination criterion registration processing unit 105 receives an input of the administrator's name ID input by the administrator using the input device of the client 113 as shown in FIG. Step 403 for designating a “judgment phase (“ shadowing ”or“ reverse shadowing ”)” for registering a judgment standard value by the administrator, and “first standard value” “ Step 404 accepting the input of “second reference value” (for example, “first reference value” in phase “shadowing” is 90%, “second reference value” is 30%, etc.) Name ID entered as “approver” and “judgment phase” entered in step 403 and entered in step 404 By executing a judgment standard registration process step comprising the step 405 of storing the “first standard value” and the “second standard value” in the judgment standard management DB 112, the individual judgment phases (“shadowing” or The “first reference value by the administrator” and “second reference value” in “reverse shadowing”) can be stored in the determination reference management DB 112 as shown in FIG.

[Transfer status registration operation]
Next, the handover status registration operation by the business handover determination system according to the present embodiment will be described with reference to FIG. This handover status registration operation is performed at each stage of business handover (initial information registration stage in which the document confirmation form is implemented, explanation confirmation stage in which the explanation confirmation form is implemented, proficiency level “C” registration stage, proficiency level “B” registration stage, In the proficiency level “A” registration stage), the items implemented (“document confirmation form” or “explanation confirmation form” or “shadowing” or “reverse shadowing”) and the proficiency level are registered and taken over. As shown in FIG. 5, the status input processing unit 106 receives the input of the name ID input using the input device of the client 113, and the transfer contents (transfer items: “classification” “content” “frequency” “registration”. Step 503 for accepting the input of “day”) and the action item (“document confirmation” or “handover” or “shadowing” or “reverse shadowing”) Step 504 for accepting the input, Step 505 for determining whether or not the execution item input in Step 504 is “document confirmation”, and when the execution item is determined to be “Material confirmation” in Step 505, Step 506 for registering “degree” in “D” (initial setting), step 507 for accepting the input of the name of the succeeding performer (successor), and “document confirmation” in steps 506 to 508 By executing step 508 for receiving the input of the execution date and step 508 for registering each item in steps 502 to 508 in the corresponding item of the takeover item management DB 109, the takeover content which is initial setting information for the work to be taken over And the action item and the successor as the initial information registration stage It operates to be registered in the 9 takeover item information.

  When the handover status input processing unit 106 determines in step 505 that the execution item is not “document confirmation” through steps 502 to 504, step 509 determines whether the execution item is “explanation confirmation”. When it is determined in step 509 that the execution item is “confirmation”, step 510 for registering “skill level” in “C”, and step for accepting the input of the name ID of the takeover former implementer (predecessor) 511, step 512 for accepting the name ID input of the transferee (successor), step 513 for accepting the input date of “confirmation of explanation”, and proceeding to step 524, and step 524 are executed. As a result, the proficiency (“C”) and the predecessor in the process where the predecessor took over the business to the successor Can be registered in the takeover item information of the item management DB109 take over and successor as proficiency "C" registration stage.

  Next, the handover status input processing unit 106 finishes the “shadowing (stage where the successor directly sees the business performed by the predecessor to learn the business item contents)” in the handover status, and goes through steps 502 to 505. When it is determined in step 509 that it is not “explanation confirmation”, step 514 for determining whether or not the execution item is “shadowing”, and when it is determined in step 514 that the execution item is “shadowing”, Step 515 for registering “skill level” in “B”, step 516 for receiving the name ID input of the takeover source implementer (predecessor), and step 517 for receiving the name ID input of the takeover destination implementer (successor) , Accepting the input of the execution date of “shadowing” and proceeding to step 524, and step 518. 524, the “shadowing” in the process in which the predecessor has taken over the business to the successor is registered in the takeover item information of the takeover item management DB 109 as the proficiency “B” registration stage. Operate.

  Next, when the handover status input processing unit 106 determines that “reverse shadowing” is completed in the handover status and the execution item is not shadowing in step 514 via steps 502 to 505 and 509, Step 520 for registering “degree” to “A”, step 521 for accepting the name ID input of the takeover source implementer (predecessor), step 522 for accepting the name ID input of the takeover destination implementer (successor), “Reverse shadowing” is received, and the process proceeds to step 524. By executing step 523 and step 524, “reverse” in the process in which the predecessor takes over the business to the successor. “Shadowing” as proficiency level “A” registration stage It can be registered in the 109 takeover item information.

  As described above, the takeover status input processing unit 106 according to the present embodiment performs the initial information registration stage of the proficiency “D” in which the “document check” for registering the takeover contents and the action items in the process of taking over the work, The level of proficiency at the registration stage “C”, “B” registration stage at “shadowing”, and the level “A” registration stage at “reverse shadowing” It can be registered in the takeover item information of the takeover item management DB 109.

[Business takeover status judgment operation]
Now, in the business takeover determination system according to the present embodiment, when the administrator confirms the takeover status of all takeover items registered in the determination criterion management DB 112, the shadowing end determination processing unit 107, as shown in FIG. Step 603 for accepting the input of the administrator's name ID input using the input device of the client 113, and inherited item information including all “takeover items” and “skill level” registered in the takeover item management DB 109. Step 605 for reading, step 606 for counting the number of transfer items read in step 605, and “transfer item” in which the proficiency level in the transfer items read in step 605 is “A”, “B”, and “C” Step 607 for counting the number of cases, and the takeover read in step 605 Step 608 for calculating the ratio of items of proficiency “A”, “B”, and “C” to the number of eyes (referred to as ABC proficiency ratio), and all “inherited items” read from the determination criterion management DB 112 in step 605 Step 609 for reading the first determination reference value and the second determination reference value for “,” step 610 for determining whether the ABC proficiency ratio calculated in Step 608 is equal to or greater than the first determination reference value, and Step 610 When it is determined that the ABC proficiency level is equal to or higher than the first determination reference value (for example, 90%), step 611 that counts the number of inherited items whose proficiency levels are “A” and “B” is read in step 605 Step 6 of calculating the ratio of items of proficiency “A” and “B” to the number of inherited items (referred to as AB proficiency ratio) 2, step 613 for determining whether the AB proficiency ratio calculated in step 612 is greater than or equal to a second determination reference value (for example, 30%), and the AB proficiency ratio in step 613 is the second determination reference value When it is determined that the above level is reached (a certain level of proficiency has been reached), step 614 displays “shadowing completion” on the display unit of the client 113 as the determination result, and the ABC proficiency ratio is the first in step 610. When it is determined that it is not greater than or equal to the criterion value (for example, has not reached 90%) and when it is determined in step 613 that the high proficiency is not equal to or greater than the second criterion value (for example, has not reached 30%), Step 615 for displaying “shadowing incomplete” as the determination result on the display unit of the client 113; And 614, the item “determination item” of the determination criterion management DB 112 is “shadowing”, the item “determination date” is the system date, the name ID entered in the item “executor name ID”, and the item “determination result” By executing the step 616 for registering the determination result, the “explanation confirmation” stage is almost completed (90% in this example) for all the inherited items registered in the determination criterion management DB 112 and “shadowing” is performed. ”And“ reverse shadowing ”, it is determined that“ shadowing ”is completed when it is determined that it is completed to some extent (30% in this example).

  Next, in the business handover determination system according to the present embodiment, when the administrator confirms the business handover status (reverse shadowing end), the reverse shadowing end determination processing unit 108 uses the input device of the client 113 for input. Step 702 for accepting the input of the full name ID, Step 703 for reading the takeover item information including “takeover item” and “skill level” registered in the takeover item management DB 109, Step 705 for counting the number of “items”, step 706 for counting the number of “takeover items” whose proficiency levels are “A”, “B”, and “C” in the “takeover items” read in step 703, and The proficiency “A”, “B”, “C” for the number of “handover items” read in 703 Step 707 for calculating the ratio of items (referred to as ABC proficiency ratio), and the step of acquiring the first determination reference value and the second determination reference value for the “takeover item” read in step 703 from the determination reference management DB 112 708 and whether or not the ABC proficiency ratio calculated in step 707 matches the first criterion value acquired in step 708 (for example, 100% = “takeover” of all “takeover items” is completed) Step 710 and a step of counting the number of “takeover items” whose proficiency levels are “A” and “B” when it is determined in step 710 that the ABC proficiency ratio matches the first determination reference value. 711 and the ratio of the items of proficiency “A” and “B” to the number of “handover items” read in step 703 Step 712 for calculating the AB proficiency ratio), step 713 for determining whether the AB proficiency ratio calculated in step 712 is greater than or equal to a second determination reference value (for example, 60% or greater), and the step When the AB proficiency level is determined to be greater than or equal to the second criterion value in 713, the “explanation confirmation” stage of all “handover items” is completed (100%), and “reverse shadowing” is the number of all “handover items” When it is determined that 60% or more of the second reference value is completed, step 714 displays “reverse shadowing completion” on the display unit of the client 113 as the determination result, and the ABC proficiency ratio in step 710 Is determined not to match the first criterion value, and in step 713, it is determined that the high proficiency level is not greater than or equal to the second criterion value. In step 715 of displaying “reverse shadowing incomplete” as the determination result on the display unit of the client 113, the item “determination item” in the determination status management DB 111 is set to “reverse shadowing” and the item “determination date”. By executing the system date, the name ID input to the item “executor name ID”, and the step 716 for registering the determination result in the item “determination result”, the “confirmation confirmation” stage for all items of the takeover task And when it is determined that “shadowing” and “reverse shadowing” have been completed to some extent (60% in this example), it is determined that “reverse shadowing” has been completed.

  As described above, in the business handover determination system according to the present embodiment, the “description confirmation” stage is almost completed (90% in this example) for all items of the handover business, and “shadowing” and “reverse shadowing” are to some extent. (30% in this example) It is determined that the “shadowing” has been completed when it is determined that it has been completed, and all the “confirmation” stages have been completed for all items of the handover operation and “shadowing” And when it is determined that “reverse shadowing” has been completed to some extent (60% in this example), it is determined that “reverse shadowing” has been completed, so that “shadowing” and “reverse” in the actual handover operation are determined. Business handover information considering "shadowing" can be determined according to the criteria specified by the administrator.

10 server, 102 business takeover judgment system,
103 Takeover item checklist creation processing unit,
104 takeover item checklist approval processing unit, 105 judgment criterion registration processing unit,
106 handover status input processing unit, 107 shadowing end determination processing unit,
108 Reverse shadowing end determination processing unit,
109 takeover item management database, 110 party management database,
111 judgment status management database, 112 judgment criteria management database,
113 clients, 114 networks

Claims (4)

The data takeover form in which the predecessor delivers the data to the successor and takes over the work, the explanation takeover form in which the business takeover is completed by giving an explanation, and the business items performed by the predecessor directly view the work items Predecessor work by either shadowing, which is a takeover form to be acquired, or reverse shadowing, which is a takeover form in which a successor learns work while the successor conducts work work while checking backwards A business takeover determination system for determining a takeover status to be taken over from a supervisor to a successor,
A takeover item management database for storing the plurality of takeover item information corresponding to the takeover items of the takeover task to be taken over,
And criterion management database for registering the termination determination reference value of the shadowing and the reverse shadowing,
A handover status input processing unit that inputs a business handover stage as a proficiency level D for the material transfer mode, a proficiency level C for the explanation transfer mode, a proficiency level B for the shadowing, and a proficiency level A for the reverse shadowing;
When the number of items of proficiency ABC is greater than or equal to the first reference value with respect to the total number of items of the takeover task, and when the number of items of proficiency AB is greater than or equal to the second reference value with respect to the total number of items of the takeover task A shadowing end determination processing unit for performing a shadowing end determination step for determining that shadowing is completed;
When the number of items of the proficiency level ABC is greater than or equal to the third reference value with respect to the total number of items of the takeover task, and when the number of items of proficiency level AB is greater than or equal to the fourth reference value with respect to the total number of items of the takeover task A reverse shadowing end determination processing unit for performing a reverse shadowing end determination step for determining that the reverse shadowing is completed;
The painting Bei,
Business takeover judgment system. The data takeover form in which the predecessor delivers the data to the successor and takes over the work, the explanation takeover form in which the business takeover is completed by giving an explanation, and the business items performed by the predecessor directly view the work items Predecessor work by either shadowing, which is a takeover form to be acquired, or reverse shadowing, which is a takeover form in which a successor learns work while the successor conducts work work while checking backwards A business takeover determination method for determining, by a computer system, a takeover status to be taken over from a supervisor to a successor,
The computer system is
And takeover item management database that stores the takeover item information of multiple corresponding to the take-over items in the takeover business for the takeover target,
And criterion management database for registering the termination determination reference value of the shadowing and the reverse shadowing,
A handover status input processing unit for inputting a job handover stage as a proficiency level D as the material transfer mode, a proficiency level C as the description transfer mode, a proficiency level B as the shadowing, and a proficiency level A as the reverse shadowing. Prepared,
When the number of items of proficiency ABC is greater than or equal to the first reference value with respect to the total number of items of the takeover task, and when the number of items of proficiency AB is greater than or equal to the second reference value with respect to the total number of items of the takeover task A shadowing end judging step for judging that shadowing is completed;
When the number of items of the proficiency level ABC is greater than or equal to the third reference value with respect to the total number of items of the takeover task, and when the number of items of proficiency level AB is greater than or equal to the fourth reference value with respect to the total number of items of the takeover task to run and the determining reverse shadowing end determining step reverse shadowing has been completed,
Business takeover determination method. The data takeover form in which the predecessor delivers the data to the successor and takes over the work, the explanation takeover form in which the business takeover is completed by giving an explanation, and the business items performed by the predecessor directly view the work items Predecessor work by either shadowing, which is a takeover form to be acquired, or reverse shadowing, which is a takeover form in which a successor learns work while the successor conducts work work while checking backwards It is a business takeover determination system that determines the takeover status to be taken over from a supervisor to a successor,
And takeover item management database that stores the takeover item information of multiple corresponding to the take-over items in the takeover business for the takeover target,
And criterion management database for registering the termination determination reference value of the shadowing and the reverse shadowing,
A handover status input processing unit that inputs a business handover stage as a proficiency level D for the material transfer mode, a proficiency level C for the explanation transfer mode, a proficiency level B for the shadowing, and a proficiency level A for the reverse shadowing;
A shadowing end determination processing unit for determining the end of shadowing;
A reverse shadowing end determination processing unit for determining the end of reverse shadowing,
When the handover status input processing unit inputs the handover item and the execution item,
It is determined whether or not the input execution item is a document confirmation form. When the input execution item is determined to be a document confirmation form, the proficiency level D is stored in a checklist of the takeover item management database, and the input execution item is described. It is determined whether or not it is a confirmation form, and when it is determined to be an explanation confirmation form, the proficiency C is stored in a checklist of the takeover item management database, and it is determined whether or not the input execution item is shadowing. The proficiency B is stored in the checklist of the takeover item management database when it is determined that shadowing is performed, it is determined whether or not the input action item is reverse shadowing, and when it is determined that reverse shadowing is detected Executing a proficiency level registration step of storing the proficiency level A in the transfer item information of the transfer item management database;
When the shadowing end determination processing unit receives a name ID ,
Acquiring inherited item information including all inherited items and proficiency levels from the inherited item management database using the input name ID as a key;
The Technology of number splicing item proficiency A and B and C included in the acquired takeover item information, calculates the ABC proficiency rate divided by the total number of takeover items included in the acquired takeover item information A first calculation step;
The second of proficiency contained in the acquired the takeover item information to calculate the AB proficiency proportion Technology of the joint number of items, divided by the total number of takeover items included in the acquired takeover item information of A and B A calculation process ;
When it is determined that the ABC proficiency ratio calculated in the first calculation step is equal to or higher than the first reference value and the AB proficiency ratio calculated in the second calculation step is equal to or higher than the second reference value, shadowing is completed. Execute the shadowing end determination process to determine that
When the reverse shadowing end determination processing unit receives a name ID ,
A step of acquiring item information takeover including all takeover items and proficiency from the takeover item management database input the name ID as a key,
It acquired the Technology of number splicing item proficiency A and B and C contained in the takeover item information, calculates the ABC proficiency rate divided by the total number of takeover items included in the acquired takeover item information A third calculation step;
Fourth of proficiency contained in the acquired the takeover item information to calculate the AB proficiency proportion Technology of the joint number of items, divided by the total number of takeover items included in the acquired takeover item information of A and B A calculation process ;
When it is determined that the ABC proficiency level calculated in the third calculation step is equal to or higher than the third reference value and the AB proficiency level calculated in the fourth calculation step is equal to or higher than the fourth reference value, the reverse shadowing is completed. and that perform reverse shadowing completion determination step of determining that the,
Business takeover judgment system. The data takeover form in which the predecessor delivers the data to the successor and takes over the work, the explanation takeover form in which the business takeover is completed by giving an explanation, and the business items performed by the predecessor directly view the work items Predecessor work by either shadowing, which is a takeover form to be acquired, or reverse shadowing, which is a takeover form in which a successor learns work while the successor conducts work work while checking backwards A business takeover determination method for determining, by a computer system, a takeover status to be taken over from a supervisor to a successor,
The computer system, and takes over the item management database for storing the takeover item information for multiple corresponding to the takeover item takeover business for the takeover target,
And criterion management database for registering the termination determination reference value of the shadowing and the reverse shadowing,
A handover status input processing unit that inputs a business handover stage as a proficiency level D for the material transfer mode, a proficiency level C for the explanation transfer mode, a proficiency level B for the shadowing, and a proficiency level A for the reverse shadowing;
A shadowing end determination processing unit for determining the end of shadowing;
A reverse shadowing end determination processing unit for determining the end of reverse shadowing,
When the takeover item and the execution item are input to the takeover status input processing unit,
It is determined whether or not the input execution item is a document confirmation form. When the input execution item is determined to be a document confirmation form, the proficiency level D is stored in a checklist of the takeover item management database, and the input execution item is described. It is determined whether or not it is a confirmation form, and when it is determined to be an explanation confirmation form, the proficiency C is stored in a checklist of the takeover item management database, and it is determined whether or not the input execution item is shadowing. The proficiency B is stored in the checklist of the takeover item management database when it is determined that shadowing is performed, it is determined whether or not the input action item is reverse shadowing, and when it is determined that reverse shadowing is detected Executing a proficiency level registration step of storing the proficiency level A in the transfer item information of the transfer item management database;
When a name ID is input to the shadowing end determination processing unit,
Acquiring inherited item information including all inherited items and proficiency levels from storage in the inherited item management database;
Acquired the take over Technology of number splicing item proficiency A and B and C included in the item information, calculates the ABC proficiency rate divided by the total number of takeover items included in the acquired takeover item information A first calculation step;
The second of proficiency contained in the acquired the takeover item information to calculate the AB proficiency proportion Technology of the joint number of items, divided by the total number of takeover items included in the acquired the takeover item information of A and B A calculation process ;
When it is determined that the ABC proficiency ratio calculated in the first calculation step is equal to or higher than the first reference value and the AB proficiency ratio calculated in the second calculation step is equal to or higher than the second reference value, shadowing is completed. The shadowing end determination process is performed to determine that
When a name ID is input to the reverse shadowing end determination processing unit,
Obtaining inherited item information including all inherited items and proficiency levels from the inherited item management database;
Acquired the take over Technology of number splicing item proficiency A and B and C included in the item information, calculates the ABC proficiency rate divided by the total number of takeover items included in the acquired the takeover item information A third calculation step;
Fourth of proficiency contained in the acquired the takeover item information to calculate the AB proficiency proportion Technology of the joint number of items, divided by the total number of takeover items included in the acquired takeover item information of A and B A calculation process ;
When it is determined that the ABC proficiency level calculated in the third calculation step is equal to or higher than the third reference value and the AB proficiency level calculated in the fourth calculation step is equal to or higher than the fourth reference value, the reverse shadowing is completed. and Ru to execute the determined reverse shadowing termination determining step that,
Business takeover determination method.

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