KR20070122280A - Method for creating workflow tool and recoding medium thereof - Google Patents

Abstract

A method for creating a workflow tool and a program recoding medium thereof are provided to enable a user to create the workflow tool providing an environment, which enables the user to select/process only the work to be performed, without understanding entire process and receiving education for the changed processes. A folder is created by corresponding to a folder name of the previously inputted workflow tool(S520). A category corresponding to a predetermined workflow is created, and is a set comprising definition of horizontal/vertical tabs displayed in the workflow tool(S530). A step is generated corresponding to a predetermined area fixed by the created category(S540). A connection screen is generated in response to the created step by displaying user requirement including a subject/type of the work performed in the workflow(S550). The workflow tool is created by reconfiguring the connection screen to meet the category and the step(S560).

Description

Method for creating workflow tool and Recoding medium

1 is an example of a general workflow tool.

2 is an example of a screen for inputting a new CSR provided by the workflow tool generated according to an embodiment of the present invention.

3 is an example of the connection screen of the CSR consultation step 150 in the development department in the workflow tool generated according to an embodiment of the present invention.

4 is an example of a CSR agreement screen in a workflow tool generated according to an embodiment of the present invention.

5 shows an example of a method for creating a workflow tool according to a preferred embodiment of the present invention.

6 is another example of a method for creating a workflow tool in accordance with one preferred embodiment of the present invention.

Figure 7 is an example of creating a category during the process of creating a workflow tool according to an embodiment of the present invention.

8 is an example of creating a department of a category in step S625 of FIG.

9 is an example of generating a step in the process of generating a workflow tool according to an embodiment of the present invention.

Figure 10 is an example of creating a connection screen during the process of creating a workflow tool according to an embodiment of the present invention.

11 is an example of adding an attribute of a connection screen during a process of creating a workflow tool according to an embodiment of the present invention.

12 is an example of a process of adding an attribute to a connection screen during a process of generating a workflow tool according to an exemplary embodiment of the present invention.

Figure 13 is an example of setting a category in the process of creating a workflow tool according to an embodiment of the present invention.

14 is an example of setting a step of a workflow tool in a process of generating a workflow tool according to an exemplary embodiment of the present invention.

The present invention relates to a method for generating a workflow program (hereinafter referred to as a 'workflow tool'), and more particularly, to a server-based method for generating a workflow tool and a medium on which a generated program is recorded.

In general, a workflow is a series of tasks that occur to execute a business processor. Workflow products (hereinafter referred to as workflow tools to distinguish programs running on a computer from workflows that represent a flow of work) define a set of tasks within an organization, Software based on client server technology to ensure that tasks are performed automatically in a time frame.

Workflow is composed of 'Work + Flow' which means 'work flows'. In general, business flows in business IT systems are expressed in terms of business processes. To do a large range of things, you have to do smaller things, and the small things are in order, so you have to do things in that order so you can do the big range of things you want. Or 'business process'. As the general thought patterns of human beings indicate, humans think of smaller things, smaller things there, and how to connect and order them in order to do something. With this concept of systematic unit of work, sequence, and connection, the process of work is organized into scenarios and systemized and collectively referred to as process.

The enterprise information system used in the enterprise contains a large number of menus, and its contents are enormous, and therefore, when first contacting the system, there is a problem that an adaptation time is required.

In addition, as business processes become more complex and the embedded data and applications become larger, the system grows larger, and users must receive continuous professional training.

In addition, even when building a system, as the business process becomes more complicated, there is a problem in that the burden of redesigning occurs because a difference in viewpoints occurs while implementing a designed processor at a detailed level.

In order to solve the conventional problems as described above, the present invention does not need to understand the entire process from the user's point of view, and does not require training on processor changes, and only an environment in which the user can select and handle only the tasks to be performed at present. It is to propose a method for creating a workflow generation tool that generates a workflow tool that provides a.

In addition, in terms of building a system, it is possible to provide an environment in which a process can be automatically controlled by the system by finally understanding and developing only the client and data details to be provided to the user without worrying about the processor design. It is to propose a method for creating a workflow tool that creates a workflow.

Still other objects of the present invention will be readily understood through the following description of the embodiments.

In order to achieve the above object, according to an aspect of the present invention, in a workflow tool (workflow tool) generating method performed on a web server, (a) one or more corresponding to a predetermined workflow (workflow) Creating a category, wherein the category is a collection of definitions of horizontal and vertical tabs displayed in the workflow tool; (b) generating a step corresponding to a predetermined area determined by the generated category; (c) generating a connection screen displaying a user's requirement (CSR) including a subject and a type of a task performed in the workflow corresponding to the generated step; And (d) reconstructing a connection screen to correspond to the category and the step to generate a workflow tool.

Here, one or more of the category, step, and connection screen may be generated according to a pre-stored type.

Here, one or more of the category, step, and connection screen may be modified according to the input data.

Herein, modifications of the category, step, and connection screen may be added to the corresponding type.

Here, the step of generating a folder corresponding to the folder name of the workflow tool input in advance may be further included before step (a).

In addition, according to another aspect of the present invention, a program of instructions that can be executed by a server to generate a workflow tool is tangibly implemented, and in a recording medium recording a program that can be read by the server, a) creating one or more categories corresponding to a given workflow, wherein the category is a collection of definitions of horizontal and vertical tabs displayed in the workflow tool; (b) generating a step corresponding to a predetermined area determined by the generated category; (c) generating a connection screen corresponding to the generated step; And (d) a recording medium in which a program for performing a step of generating a workflow tool by reconfiguring a connection screen to correspond to the category and the step may be provided.

As the invention allows for various changes and numerous embodiments, particular embodiments will be illustrated in the drawings and described in detail in the written description. However, this is not intended to limit the present invention to specific embodiments, it should be understood to include all modifications, equivalents, and substitutes included in the spirit and scope of the present invention. In describing the drawings, similar reference numerals are used for similar elements.

Terms such as first, second, A, and B may be used to describe various components, but the components should not be limited by the terms. The terms are used only for the purpose of distinguishing one component from another. For example, without departing from the scope of the present invention, the first component may be referred to as the second component, and similarly, the second component may also be referred to as the first component. The term and / or includes a combination of a plurality of related items or any item of a plurality of related items.

When a component is referred to as being "connected" or "connected" to another component, it may be directly connected to or connected to that other component, but it may be understood that other components may be present in between. Should be. On the other hand, when a component is said to be "directly connected" or "directly connected" to another component, it should be understood that there is no other component in between.

The terminology used herein is for the purpose of describing particular example embodiments only and is not intended to be limiting of the present invention. Singular expressions include plural expressions unless the context clearly indicates otherwise. In this application, the terms "comprise" or "have" are intended to indicate that there is a feature, number, step, operation, component, part, or combination thereof described in the specification, and one or more other features. It is to be understood that the present invention does not exclude the possibility of the presence or the addition of numbers, steps, operations, components, components, or a combination thereof.

Unless defined otherwise, all terms used herein, including technical or scientific terms, have the same meaning as commonly understood by one of ordinary skill in the art. Terms such as those defined in the commonly used dictionaries should be construed as having meanings consistent with the meanings in the context of the related art and shall not be construed in ideal or excessively formal meanings unless expressly defined in this application. Do not.

Hereinafter, exemplary embodiments of the present invention will be described in detail with reference to the accompanying drawings. In the following description of the present invention, the same reference numerals will be used for the same means regardless of the reference numerals in order to facilitate the overall understanding.

1 is an example of a general workflow tool.

More specifically, when a user request (Customer Service Request, hereinafter referred to as 'CSR') occurs, the flow of the processor for processing the request of the user showing the corresponding workflow tool (Customer Request) (Customer Request) Management Serving Process Flow).

A category is a set of definitions of horizontal and vertical tabs in a workflow. Each user can have different definitions for the desired department (usually the vertical tab of the workflow) or the course of work (mostly the horizontal tab of the workflow).

Referring to FIG. 1, the X-axis 100 is a process of work, and is composed of definition, development approval, analysis / design / development, TEST, application, and completion approval. The Y-axis 110 is a user-specific department and is composed of a development department, a requesting department, and a management department.

In the following, we will take a look at the workflow when the user corresponds to the requesting department.

If a new requirement (ie, a new CSR) occurs in the requesting department, a new CSR is created (115). In addition, if the CSR approved through the development department is approved (120), it is reflected in the management department. After approval from the management department, the development department develops a work plan, develops and tests in accordance with CSR, tests the user in the requesting department, and then approves the CSR test (125). The requesting department requests the application of the CSR developed by the development department (130). After that, the development department approves the completion.

In the workflow tool, you can see at a glance which menus are available in each work process according to the user's department and the overall flow of CSR.

Hereinafter, the workflow tool generated according to the preferred embodiment of the present invention will be described with reference to FIGS. 2 to 4, and the media on which the workflow tool generation method and the generated program are recorded will be described with reference to FIG. 5.

2 is an example of a screen for inputting a new CSR provided by the workflow tool generated according to an embodiment of the present invention. More specifically, FIG. 1 shows an example of a screen connected to the case of the new CSR input 115.

The screen of the embodiment illustrated in the drawings below is one example, and the workflow tool generated according to the preferred embodiment of the present invention is not limited to the specific embodiment illustrated in FIG. It is to be understood that all changes, equivalents, and substitutes included are included.

Referring to FIG. 2, a new CSR input field includes a CSR number 202, a major classification 203 for a CSR, a middle classification 204, a title of a CSR 205, a request 206, and an expected effect 207. The completion request date 208 can be input. In addition, a work expert 209 may be provided to select a manager of a development department to review a newly created CSR, which may be provided as a pop-up window, and a predetermined list may be provided. The execution button 210 may be provided with a temporary storage button for temporarily storing the created CSR, a completion button for registering the CSR formally, and the like.

As described above with reference to FIG. 2, when the user department inputs a new CSR 115, it is transferred to the development department according to the workflow tool flow, which will be briefly described with reference to FIG. 3.

3 is an example of the connection screen of the CSR consultation step 150 in the development department in the workflow tool generated according to an embodiment of the present invention. Here, the step may be generated in a predetermined area determined by the above-described category. In addition, the connection screen of the step may be configured to display a user's requirement (CSR) including a subject and a type of work performed in the workflow corresponding to the generated step. This will be described in detail below.

Referring to FIG. 3, a manager of a development department may click a corresponding step in the overall workflow of FIG. 1, so that the development department manager may inquire a CSR detailed list in consultation with the requesting department manager.

For example, an advanced CSR list 310 and an ongoing CSR list 315 may be provided.

In addition, each list includes a CSR number 320, a CSR title 325, a CSR ID 330, a CSR registration date 335, a current status 340, a step ID 345, an authorization code 350, and the like. Can be retrieved.

At this time, the manager of the development department can go to the CSR agreement screen by clicking the radio button of the CSR list. The CSR consultation screen will now be described with reference to FIG. 4.

4 is an example of a CSR agreement screen in a workflow tool generated according to an embodiment of the present invention.

Referring to FIG. 4, the manager of the development department may enter a consultation review content 410 after discussing the new CSR requested by the person in charge of the requesting department. The start date 430 and the expected duration 440 may be input.

In addition, when the manager of the development department enters the above information and presses the agreement button 460, the button disappears and the process proceeds to the next step. On the contrary, development is suspended when the return button 450 is pressed. In addition, the CSR is transferred to the step in the case of a predetermined return.

As described above, FIG. 1 illustrates a general workflow tool, and FIGS. 2 to 4 briefly describe a connection screen of a workflow tool generated according to a preferred embodiment of the present invention.

Hereinafter, a method of generating a workflow tool and a medium in which the generated program is recorded will be described.

Hereinafter, for convenience, a recording medium on which a method or a program for generating a workflow tool is recorded will be collectively referred to as a customer service request system (CSR).

5 is a diagram illustrating an example of a method of generating a workflow tool according to a preferred embodiment of the present invention.

Referring to FIG. 5, in step S510, the CSR system creates a folder corresponding to basic data input in advance.

The basic data may be a name of a workflow tool, a name of a folder in which the data of the workflow tool is stored. Therefore, in step S510, the CSR system creates a folder corresponding to the name of the folder in which the data of the input workflow tool is stored.

Then, in step S520, the CSR system creates a category corresponding to the workflow. Categories can be a set of definitions of horizontal and vertical tabs in a workflow. This may be a set of definitions for a desired department for each user on a series of work on the X axis 100 and on the Y axis 110 in the overall workflow flow illustrated in the workflow tool of FIG. 1.

Subsequently, in step S530, the CSR system generates a step of the workflow tool corresponding to the category generated in step S520.

In step S540, the CSR system generates a connection screen of steps corresponding to the step created in step S530.

Here, it will be apparent to those skilled in the art that the CSR system may perform step S550 first and then perform step S540.

For example, a connection screen is first generated (step 550) corresponding to each position according to the category of the workflow tool, and then a step is generated (step 540), and then the corresponding connection screen is linked to each step. Can be.

Subsequently, in step S560, the CSR system generates a workflow tool using the generated category, step, and connection screen.

Hereinafter, a detailed description will be made with reference to FIG. 6.

6 is another example of a method for generating a workflow tool according to an exemplary embodiment of the present invention.

In step S610, the CSR system creates a folder corresponding to the input basic data. The description of this part overlaps with the part described in FIG. 5, and the description is omitted here.

In operation S620, the CSR system provides a category type, thereby providing a function of generating a category using the type selected by the user. Here, the category type may be stored in a database provided in the CSR system, like various types to be described later, and the type may be initially input by a user or updated and stored during operation of the CSR system.

For example, if a CSR system is used in a bank, the user-specific departments (ie, the X-axis of the workflow tool) and the sequence of work (ie, the Y-axis of the workflow tool) in a typical bank are category type 1 It may be provided as.

For example, if a CSR system is used in a laboratory, the user-specific departments (ie, the X-axis of the workflow tool) and the sequence of work (ie, the Y-axis of the workflow tool) in a typical laboratory are category type 2 It may be provided as.

If the user selects an appropriate category among the category types provided to the user by the CSR system and the CSR system receives the selection signal to generate the category, step S630 of generating a step of the workflow tool is continued. However, in case of receiving a signal not to select from the provided category types, in step S625, the CSR system provides a function for the user to create a category corresponding to the workflow.

Hereinafter, step S625 of generating a category will be described with reference to FIGS. 7 and 8.

7 is an example of a screen for creating a category during a process of generating a workflow tool according to an exemplary embodiment of the present invention.

Referring to FIG. 7, the CSR system includes a category group inquiry button 760 for searching a category group under development or in use, a new category group button 770 for inputting a new category, and a button for modifying a category group. 780 is provided.

At this time, upon receiving a signal for clicking the category group inquiry 760 button from the user, the CSR system provides the user with a list of categories that are currently under development or used in the workflow. When the user's selection signal is received from the category list, the CSR system may select the category of the workflow tool to generate the selected category.

Alternatively, when a user's input signal for a category name 710, a course of work or department edit 730, a default application 740, or the like according to the moving direction 720 is received, the CSR system corresponds to a work. You can create categories of flow tools.

At this time, the CSR system may add the newly created category to the category type in step S629, and provide it as one of the category types later when the user wants to create a new workflow tool.

FIG. 8 is an example of creating a department of a category in step S625 of FIG. 6.

More specifically, it is a screen provided to the user when the CSR system receives the signal of the process edit button of the edit 730 of FIG.

Referring to FIG. 8, the CSR system may display the name 850 of the input list column according to the input of the process name 810 and the signal of the input button 820.

In addition, the CSR system may generate the Y-axis 110 of the workflow tool by changing the order of departments in the workflow tool corresponding to the received signals of the move up 860 and move down 870 buttons.

After the CSR system generates the category, step S630 of FIG. 6 is continued.

In step S630, the CSR system provides the user with the type of the step, and when the user's selection signal is received among the types, the CSR system may determine the step of the workflow tool to generate the selected step type.

For example, a CSR system may assume that a CSR system is used in a bank, and the bank may provide a flow of work by department as a type of step, and generate a type of a selected step when a user's selection signal is received. You can decide which steps of the workflow tool to do.

If a selection signal is received from the user among the category types provided by the CSR system, the process continues after step S640. However, in the case of receiving a signal not to select from the user, in step S635, the user may provide a function for generating a step corresponding to the category, which will be described with reference to FIG. 9.

9 illustrates an example of generating a step in a process of generating a workflow tool according to an exemplary embodiment of the present invention.

Referring to FIG. 9, when the CSR system receives a request signal by providing a list inquiry 910 button to a user, the CSR system provides the user with a list of steps currently being developed or used in a workflow tool. When the selection signal is received from the list of steps from the user, the user may determine the selected step as the step of the workflow tool to generate the selected step.

In addition, the CSR system provides the user with a button for creating a step 920, and if a request signal is received, the step name 930, area (process) 940, area (department) 950, authority setting ( A step may be generated according to the input signal of the user according to 960.

At this time, the step may be stored in the folder created in step S620 corresponding to the input signal of the user of the file name 980 to be stored.

The CSR system provides a function to display to the user in addition to the staff list 990 while updating the screen each time a step is created and added. Although not shown in the figure, the CSR system generates a step before and after the step according to a signal input from the user.

The CSR system may add the step created in step S635 to step S639, and provide the user with one type of step in the process of creating a new workflow later.

In step S640 of FIG. 6, the CSR system provides the user with the type of the step connection screen, and when receiving the user's selection signal among the types, the CSR system may determine the step connection screen of the workflow tool to generate the selected connection screen, respectively. have.

For example, assuming that a CSR system is used in a bank, the CSR system may provide a connection screen as one type according to the position of the step according to the flow of work of each department in the bank, and receive the user's selection signal. In this case, the type of the selected connection screen may be determined as the connection screen of the workflow tool to be created.

If a selection signal is received from the user among the connection screen types provided by the CSR system, the process proceeds to step S650. However, in the case of receiving a signal not to select from the user, in step S645, the user may provide a function of generating a connection screen corresponding to the step, which will be described with reference to FIGS. 10 to 12. Let's take a look.

10 illustrates an example of generating a connection screen during a process of generating a workflow tool according to an exemplary embodiment of the present invention.

Referring to FIG. 10, when the CSR system receives a request signal by providing a list inquiry 1000 button to a user, the CSR system provides the user with a list of connection screens currently being developed or used in a workflow tool. When the selection signal is received from the list of connection screens from the user, the user may determine the connection screen of the workflow tool to generate the selected connection screen.

In addition, when the CSR system receives a request signal by providing a button for creating a new screen (1005) to the user, the CSR system corresponds to the user's input signal according to the property addition (1025), the screen name (1030), and the screen property (1040). You can create a connection screen.

When the CSR system receives the selection signal of the attribute add button 1025 for adding an attribute to the connection screen, it will be described with reference to FIG. 10.

11 is an example of adding a property of a connection screen during a process of generating a workflow tool according to an exemplary embodiment of the present invention.

More specifically, this is a function provided to the user when the request signal of the attribute add button 1025 of FIG. 10 is received by the CSR system.

Referring to FIG. 11, when a request signal for the attribute 1110 is received, an attribute type 1115 to be given to the connection screen by the user and an element name 1120 displayed to the user on the connection screen are provided. Since it is known to those skilled in the art will not be described herein.

In FIG. 11, when the user assigns an attribute to the connection screen and the CSR system receives the request signal of the save button 1130, the CSR system updates the connection screen attribute granting screen of FIG. 10 to provide the user with the screen of FIG. 12. .

12 is an example of a process of adding an attribute to a connection screen during a process of generating a workflow tool according to an exemplary embodiment of the present invention.

12 illustrates a case in which a user creates one connection screen corresponding to a step and adds attributes.

Referring to FIG. 12, the CSR system displays the attribute of the connection screen added in FIG. 11 in the programming language in the XML document confirmation 1200 to allow the user to confirm that the attribute is added in the programming language.

In addition, in the currently added attribute 1205, the user can connect by displaying the type 1210, the name 1215, the read permission 1220, the write permission 1225, and the required element 1230 of the connection screen. Allows you to check the result of adding screen property.

In addition, by providing a move up 1235 and a move down 1240 to change the position of the attribute of the connection screen, it is possible to change the position of a plurality of added attributes in accordance with the input signal of the user.

The CSR system may provide a screen attribute 1260 to determine the attributes of steps such as creating, settlement, settlement, testing, and completion of a CSR according to a user's selection signal.

In addition, the CSR system may add the newly created connection screen to the connection screen type in step S649, and provide one of the types provided when a new connection screen is created later.

In step S650 of FIG. 6, the CSR system generates a workflow tool using the generated category, step, and connection screen.

13 illustrates an example of setting a category in a process of generating a workflow tool according to an exemplary embodiment of the present invention.

First, as illustrated in FIG. 21, a category generated in step S620 is set as a category of a workflow tool to be created.

The category generated in step S620 or step S625 is provided as a list of categories 1320 being edited and stored, and the preview function is provided to the popup window 1345 when a request signal of the preview button 1325 is received according to a user's selection signal. . Finally, when the request signal of the reflect button 1330 is received, the controller sets a category of a workflow tool to be generated.

14 illustrates an example of setting steps of a workflow tool in a process of generating a workflow tool according to an exemplary embodiment of the present invention.

The CSR system provides the user with a step list generated in step S630 or step S635 as a step list, and provides a connection screen setting button 1400 corresponding to each step to display each step and connection screen according to the user's selection signal. You can reconfigure to set up a step and connection screen, and finally create a workflow tool.

The workflow tool generation method according to the embodiment of the present invention described above may be performed after being stored in a recording medium and combined with a predetermined device, for example, a personal computer or a server. Here, the recording medium may be a magnetic or optical recording medium such as a hard disk, a video tape, a CD, a VCD, a DVD, or a database of a client or server computer built offline or online.

As described above, the workflow tool generation method according to the present invention does not need to understand the entire process from the user's point of view, and does not require training on processor changes. It has the advantage of providing an environment.

In addition, in terms of building a system, it is possible to provide an environment in which processes can be automatically controlled by the system by finally understanding and developing the client and data details to be provided to the user without worrying about the processor design. It has the advantage.

Claims (6)

In the workflow tool (workflow tool) creation method performed on a web server, (a) creating one or more categories corresponding to a given workflow, wherein the categories are a collection of definitions of horizontal and vertical tabs displayed in the workflow tool; (b) generating a step corresponding to a predetermined area determined by the generated category; (c) generating a connection screen displaying a user's requirement (CSR) including a subject and a type of a task performed in the workflow corresponding to the generated step; And  (d) generating a workflow tool by reconfiguring a connection screen to correspond to the category and the step. The method of claim 1, At least one of the category, step, and connection screen is generated according to a pre-stored type. The method of claim 1, At least one of the category, step, and connection screen may be modified according to input data. The method of claim 3, wherein Modification of the category, step and connection screen is a workflow tool generation method characterized in that it is added to the corresponding type correspondingly. The method of claim 1, And generating a folder corresponding to the folder name of the workflow tool input in advance before step (a). In the recording medium recording a program that can be read by the server is implemented programmatically implemented by the server to create a workflow tool, (a) creating one or more categories corresponding to a given workflow, wherein the categories are a collection of definitions of horizontal and vertical tabs displayed in the workflow tool; (b) generating a step corresponding to a predetermined area determined by the generated category; (c) generating a connection screen displaying a user's requirement (CSR) including a subject and a type of a task performed in the workflow corresponding to the generated step; And (d) a recording medium having recorded thereon a program for performing a step of generating a workflow tool by reconfiguring a connection screen to correspond to the category and the step.

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