JP2000112333A - Work establishing system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To obtain a work establishing system by which the conduct of a work in an office is standardized and the continuation of the work from one person to another is simplified. SOLUTION: This system is provided with an input section 5, which inputs data externally, an education data storage section 2, which stores educational data, a processing section 1, which processes the data, and a display 6. The section 2 beforehand stores standard data. The section 1 is provided with the function that inputs the original data inputted from the section 5 into the section 2, and the function that takes out standard data stored in the section 2 and the original data while relating the data to each other. Moreover, the education data are provided with business work data that explain typical business work contents used in the office.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a business establishment system used in an accounting office or the like to teach office staff how to work, office policies, and the like.

[0002]

2. Description of the Related Art Conventionally, when a new employee enters an accounting office or the like, a senior employee teaches the new employee how to work. In addition, there are cases in which the assigned business or customer is changed in the office. In this case, handover is performed between the persons in charge. In short, in the past, training new staff and handing over jobs relied on the personal abilities of the person in charge.

[0003]

[Problems to be Solved by the Invention] If education and handover work depend on personal abilities, even in the same work, different people will have different methods and different ways of teaching. If the same job was taught by different people in different ways and ways of teaching, there was a problem that it would take a long time to learn, especially for newcomers. In addition, the procedure for taking over when the person in charge is changed,
Because it is not standardized, it takes time to take over between persons in charge, and sometimes it is not possible to take over reliably. In particular, the special circumstances of the duties assigned to each person are difficult for others to understand, and if the predecessor suddenly quits, no succession is made and the successor is very troubled. I was In this way, if the person in charge is replaced without sufficient takeover,
I was often dissatisfied.

The object of the present invention is to provide
The goal is to foster new staff efficiently and to make it easy to take over reliably. Another object of the present invention is to provide a business establishment system that can unify the manner of business in an office and increase the efficiency of business.

[0005]

A first invention comprises an input unit for inputting data, an education data storage unit for storing education data, a processing unit for processing data, and a display. The storage unit stores the standard data in advance, and the processing unit associates the function of inputting the original data input from the input unit to the education data storage unit with the standard data and the original data stored in the data storage unit. The training data is characterized in that the training data includes business data that describes typical business contents of accounting firms and the like.

According to a second invention, a processing unit stores business data,
Monthly business data, seasonal business data, and occasional business data are categorized, and the titles, which are the business names of each data, are summarized in an annual schedule table, and this annual schedule table is made into a menu. It is characterized in that the contents of business data are displayed. Third
According to the invention, learning data for acquiring basic knowledge about business contents is stored in an education data storage unit, and a processing unit includes:
It is characterized in that the learning data is displayed as needed. The fourth invention is based on basic data such as customer location and capital,
It is characterized by having a customer data storage unit that stores customer personnel information, financial data such as balance sheets and profit and loss statements, and customer data such as customer business partner information. Fifth
The invention is characterized in that a daily report data storage unit that stores daily report data including personal work contents and time is provided. A sixth aspect of the invention is characterized in that the processing unit has a function of determining a learning achievement level based on learning data, synthesizing the learning achievement level with personal daily report data, and displaying the combined data.

[0007]

1 to 17 show an embodiment of the present invention. Here, a case where the system of the present invention is used in an accounting office, that is, education and handover of staff of the accounting office will be described as an example. As shown in FIG. 1, the system includes a processing unit 1, a storage unit 2 storing education data, a customer data storage unit 3 storing customer data, and a daily report data storage storing daily report data. Section 4 is connected. The processing unit 1 has a function of extracting and processing or displaying data stored in the storage units 2 to 4. The processing unit 1 is connected with an input unit 5 for inputting data from the outside, a display 6 for outputting data, and a printer 7. Note that the processing unit 1 of the system can be a normal personal computer, and the storage units 2 to 4 can be formed of a storage medium such as a CD or FD.

First, the education data storage unit 2 of the storage units 2 to 4 will be described. The education data storage unit 2 stores the following four types of data, and can operate the processing unit 1 to display these data on the display 6. The first of the above educational data is business data describing the work of the accounting firm, the second is manner data describing the manners and attitudes of the office staff, the third is policy data describing the management policies of the office, the fourth is Is learning data for learning basic knowledge of accounting work. Further, in addition to extracting and displaying the data, the processing unit 1 can process newly input data and store the processed data in the education data storage unit 2.

The business data includes a title of a typical business of the accounting firm and a detailed explanation thereof. For example, the accounting business includes various businesses as shown in Table 9 in FIG. In the monthly operation column 9a of Table 9, monthly operations decided to be performed every month are displayed, and the seasonal operation column 9b is displayed.
Displays seasonal operations, such as year-end adjustments and tax returns, for which the time is determined throughout the year. In addition, there are occasional tasks that occur irregularly, and these are displayed in the occasional task column 9c. Then, standard data, which is a standard description of each of these tasks, and original data, which is a description unique to the office, are stored as the task data in the education data storage unit 2.

The standard data is data stored in advance in the storage unit, and is a general explanation for each business. For example, "Accounting firm is about to do ..." or "What is a final tax return?"
We do it in five days. " On the other hand, the original data described above is the data entered in each office, and "In my office, especially ..."
The data is created by inputting the characteristics of the office. For example, in the data related to the final tax return, the original data is described as follows: "Our office will file the tax return between February 16 and March 10. I do. "

The manner data and the policy data also include standard data stored in advance and original data unique to each office. For example, the standard data of manner data is a confidentiality obligation determined by law, and cautions such as clothes and words used in common sense. On the other hand, the original data is unique to the office, and has contents such as, for example, that uniforms are lent or clothes are free for each person. Such original data is input at each office.

[0012] Further, the policy data includes a standard and an original. The standard data of the policy data is data describing words and phrases such as what a management policy is. Enter the policy of the place. The learning data is a material for each person to learn about each business in the accounting firm, and is in the form of a collection of questions. Then, after learning using the collection of questions, the staff self-scores the answers and inputs the results, and the processing unit 1 determines pass / fail and the learning achievement level.

Next, a method of using the above educational data will be described. First, by operating the operation unit 8 connected to the processing unit 1 to start the education program, the display 6
Then, a menu 10 shown in FIG. 3 is displayed. The menu 10 displays items corresponding to the four types of data described above, and allows the user to select desired data. That is, when "Annual work of accounting office" 10a is selected on the menu 10 in FIG. 3, the above business data is displayed, and when "Manner and attitude of staff" 10b is selected, the above manner data is displayed. Similarly,
When "Management policy and attitude to work" 10c is selected, the above policy data is displayed, and "learning basic knowledge" 1
When 0d is selected, the learning data is displayed.

In order to know the business of the accounting firm, it may be the first time to select any one of the above four items 10a to 10d. A description will be given from the case where the selection is made.
First, if you select "Annual business of accounting firm" 10a,
The menu 11 shown in FIG. 4 is displayed. This menu 1
1, "What is an accounting office?" 11a, "What is an accounting office job?" 11b, "Let's organize the accounting office work by month" 11c, "Accounting office work"Let's check one by one. "11d is displayed. And the above "What is an accounting office?"
If you select a, a summary of accounting firm operations is displayed. FIG.
Table 9 is displayed, and the narration is added to the moving image so that the flow of the work of the year can be understood.

Also, "What is the job of an accounting firm?"
When b is selected, a menu 12 shown in FIG. 5 is displayed. Then, from the menu 12, the monthly work 12a, the seasonal work 1
2b, the business 12c can be selected at any time. When the above-mentioned monthly task 12a is selected from the above-mentioned menu 12, a menu 13 for selecting individual task names in the monthly task 9a is selected.
Is displayed. This monthly task 9a is the same as the monthly task 9a shown in Table 9 of FIG. And the above menu 1
In 3, when an individual business name, for example, an auditing business, a financial report business, or a management advisory business is selected, an explanation of each business is displayed. Note that selection keys 13a and 13b for selecting “standard” or “original” are displayed next to the individual business names, respectively.

Therefore, for example, when an audit operation is selected and the "standard" selection key 13a is clicked,
As shown in FIG. 7, the display 6 displays a standard screen 14 relating to the audit work. On this standard screen 14,
The above audit work is explained by video, text, and narration. The explanation given here is based on standard data. The standard screen 14 also displays a switching key 14a for switching to the original screen. When the switching key 14a is clicked, the display 6 displays the original screen 15 of FIG. The original screen 15 displays the original data relating to the audit work. In other words, it is possible to display the manner of the auditing work unique to this accounting firm. On the original screen 15, a standard switching key 15a is displayed.
Is switched to the standard screen 14.

Further, an input key 15b is displayed on the original screen 15. When the input key 15b is clicked, an input screen (not shown) is displayed. Original data can be freely input from this input screen. When you enter the original data from the above input screen,
The processing unit 1 stores the original data in the education data storage unit 2 in association with the standard data. Then, as described above, when the original screen is selected, the original data can be displayed on the display 6.

In FIG. 6, when a service name other than the audit service is selected, a standard and an original commentary on the service content can be similarly selected and displayed.
In the menu 13 of FIG.
Clicking on b also displays the original screen 15 of FIG. As described above, information on each job content can be displayed on the display 6. Therefore, the new employee can learn the job at high efficiency without being lost by different methods or teaching methods. In addition, the office-specific business method can be entered at any time. Therefore, the data that has always existed can be shared by all administrative staff.

As described above, the menu 12 in FIG.
Although the case where 2a is selected has been described, even when the seasonal business 12b or the optional business 12c is selected in the menu 12,
It works as above. Seasonal work 1 in menu 12 above
When 2b is selected, a table in which only the seasonal operation column 9b shown in FIG. 2 is extracted is displayed, and an item in the table can be selected for explanation. When the user selects the occasional task 12c, only the task in the occasional task column 9c in FIG. 2 is displayed, and a title of a necessary task can be selected from the task and a commentary can be displayed. Standard and original data are also stored for each seasonal work and occasional work, respectively, and these can be selected and displayed.

Next, the case where "Let's organize the work of accounting office by month" 11c is selected from the menu 11 of FIG. 4 will be described. In this case, as shown in FIG.
Is displayed on the menu 16 in which "December" is arranged. When a month to be viewed is selected from these, the operations performed in that month are displayed on the next screen (not shown). When the job is displayed, select the title of the job from among them,
A description of the task is displayed. Also in this case, the above description includes the standard and the original, and either one can be selected and displayed.

Further, when "Let's check the work of the accounting office one by one" 11d is selected in the menu 11 of FIG. 4, a menu 17 consisting of Table 9 is displayed as shown in FIG. . Table 9 has the same contents as Table 9 shown in FIG. 2, but in this menu 17,
A task requiring explanation can be selected and its data can be displayed. That is, the user can select one from Table 9 and see the explanation. Also in this case, the standard and original description can be displayed. As described above,
No matter which item is selected in the menu 11 of FIG.
You can see explanations about each task. Depending on the selection of the menu, the way of classification of each task is different, and the display order may be different. However, the same description of the same task is displayed. That is, as described above, by creating various menus and classifying a large number of business data by various methods, the table 9 in FIG.
You can reach the explanation of the work shown in from the angle you want to see.

The above is the case where the "yearly operation of accounting office" 10a is selected in the menu 10 of FIG. FIG.
Thus, also when the "personnel etiquette and attitude" 10b or the "policy on management policy and work" 10c is selected, respective menus are displayed, and standard data and original data on each item can be displayed. If "Manner and attitude of staff" 10b is selected, for example,
Items such as grooming of men, grooming of women, and how to answer calls are displayed. When a desired item is selected from these items, the manner data classified into the item is displayed. As described above, the manner data includes the standard data and the original data, and each of them can be selectively displayed.

Also, when "Management policy and attitude to work" 10c is selected from the menu 10 in FIG.
In exactly the same way, the standard data and the original data can be displayed. However, depending on the item, there is a case where only the standard data is displayed unless it is necessary to input the original data. And the input method of the original data of the manner data and the policy data is as follows:
This is the same as the above-mentioned business data.

Further, when "learn basic knowledge" 10d is selected from the menu 10 in FIG.
Shows a learning procedure of knowledge about the work contents. This learning procedure is selected from the learning data stored in the education data storage unit 2. When proceeding according to the procedure, a collection of problems desired by each person is displayed on the display 6,
Alternatively, it is output to the printer 7. After learning using the above-mentioned collection of questions, the answers of this collection of questions can also be displayed on the display 6, so that the answers can be self-scored and the results can be judged by themselves. When this scoring result is input, the processing unit 1 determines the pass / fail and the learning achievement level. This learning attainment level can be displayed in combination with daily report data, which will be described later. The learning data is
The data may be stored on a CD or FD, or may be stored in the education data storage unit 2 from a host machine connected via a communication line.
The program may be downloaded every time learning is performed. As described above, 4 shown in the menu 10 of FIG.
With the educational data composed of items, the staff can surely learn accounting office duties and attitudes.

Next, the customer data stored in the customer data storage unit 3 will be described. The customer data is data created for each customer of the accounting firm and includes the following information. First, the customer data includes Table 1 shown in FIG.
8 includes basic information including a name, representative name, address, business type, and the like. Other than these basic information, there are personnel information including the composition of major shareholders and officers, the family of representatives, and the like, and financial information such as profit and loss statements, balance sheets, and business analysis tables. Further, a map around the location, a tax inspection record book, person in charge history information, OA equipment information, and the like are also included. The profit and loss statement and the like of the financial information are displayed on the display 6 as one table 19 as shown in FIG. The person in charge history information is information on the person in charge of the customer at the accounting firm, as shown in FIG. 13, such as the term of the person in charge, the name of the person in charge, the contract type, and the advisory fee. Will be displayed as The OA device information is the type of OA device owned by the customer, the lease status, and the like, and can also be displayed in a list. For example, the type of OA equipment is useful when the customer and the accounting office are connected by communication equipment.

The above data is input according to a predetermined format and is stored as customer data. Among the customer data, there is also original information which can be freely input by a person in charge. This original information is
4 is input by the person in charge of the customer from the input screen 21. The information content is information that is not included in the other information already described, and may be anything as long as it is information about the customer. That is, the original information of the customer data is special information obtained by the person in charge by the person in charge, for example, the circumstances of the representative family, the peculiarities of the surrounding area, and items that require special attention. The customer data as described above can be displayed on the display 6 by operating the processing unit 1 via the operation unit 8 in the same manner as the education data described above. As a result, a new employee or a new person in charge can know the information of the customer in charge of himself without any special educator or predecessor.

In particular, if the original information as described above has been input, a person other than the person in charge will be able to understand the special circumstances of the customer,
You can easily know the notes. Therefore, handover can be performed easily and reliably. In addition, the original information can be modified or increased as needed, so that optimal information is always stored and anyone can view the information. Therefore, no matter who becomes the person in charge, a favorable response can be made for each customer. In this way, if the handover information is established, the work procedure and contents can be made uniform regardless of the person in charge. The customer data can be displayed in association with the education data. For example, if the meaning of the term "account name" 19a is not understood in the summary comparison profit and loss statement 19 in FIG. 12, a description thereof is extracted from the educational data and displayed based on the procedure described below. be able to. That is,
When you click on the "account name" 19a and click on the "learn" button (not shown),
The processing unit 1 extracts the learning data describing the “account item name” from the education data storage unit 2 and displays the learning data.

Next, the daily report data stored in the daily report data storage section 4 will be described. The daily report data is data on the daily work contents of each staff member of the accounting office and the time required for the work. This daily report data, each person,
By creating the work daily report 22 shown in FIG. 15, it is stored in the daily report data storage unit 4. The daily work report 22 of FIG. 15 includes a date column and a name column of a person in charge. In other words, the business daily report 22 is created by the person in charge of the above name column displaying the table shown in FIG. 15 on the display 6 and inputting data into the table, for each date. In the table above,
It has a time column, a work content column, an inside / outside column, a customer column, a time column, an interviewer column, a performance column, a companion column, and a memo column.

Then, in the work contents column, the contents of the work performed on the first day of the work day are entered in order, and in the leftmost time column, the time of performing the work displayed next to the work is input. The inner and outer columns are columns for inputting whether the business displayed in the business content column was performed in an office or visited a customer. In the customer column, enter the name of the customer who is the destination, and in the time column, enter the time required for the job. Also, the person to be interviewed is entered in the interviewer column, and the results and issues are entered in the result column. If there is a companion, enter the companion name in the companion column. Further, on the input screen for creating the work daily report 22, a schedule table 23 for inputting a schedule for the next day can be displayed at the same time. As described above, when all necessary data is input and the business daily report 22 is created, the daily report data is completed.

The daily report data stored in the daily report data storage unit 4 can be tabulated by the processing unit 1, processed into various forms and displayed. For example, a customer-specific work time totaling table 24 shown in FIG. 16 can be created and displayed. This customer-specific work time totaling table 24 indicates that the customer 2
4A is a table in which the contents of work performed within a fixed period 24b and the time taken for the work are summed up for each month for each 4a. The time taken for the job displayed in the job content column is displayed in the time column for each month displayed in the month column. Then, the total time for each month or each business is displayed in the total column. By looking at such a total column, it is possible to know a month that took a long time and a task that took a particularly long time. In particular, when time is required, looking at the individual time columns indicates which task caused the time.

Further, as shown in FIG. 17, a work time totaling table 25 for each person in charge can be created and displayed. The table 25 is a table in which, for each person in charge 25a, the contents of the work performed during the fixed period 25b and the time taken for the work are totaled for each month. Here, the totaled time is the total of the business hours in charge of this person in charge. Further, the total time for each of these services and the total time for each task are displayed in a total column. By looking at such a total column, it is possible to know a month that took a long time and a task that took a particularly long time. In particular, when time is required, looking at the individual time columns indicates which task caused the time. And
By displaying the learning level of the person in charge of this specially time-consuming task, the correlation between the task time and the level of the person in charge can be seen.

In order to display the learning level, if a task that takes a long time is clicked among the tasks in Table 25, the processing unit 1 stores the person in charge of the task from the education data storage unit 2. Is extracted and displayed on the display 6. If the level of the person in charge of the work is low, it indicates that the processing took a long time due to that. If there is no correlation between working hours and learning level, yet another factor can be considered. Further, in the description of the above embodiment, only a very limited table has been described, but it is natural that various data can be further processed from the daily report data. For example, there is a standard actual working time comparison table for each advisor, a staff time totaling table for each task, or a customer time totaling table for each task.

[0033]

According to the system of the present invention, it is possible to efficiently carry out the education of newcomers and take over of work. In particular, the more original data is accumulated, the more the know-how unique to the workplace becomes apparent and the more effective it can be used. Further, by creating and processing daily report data, various business diagnosis information can be obtained. Moreover, by integrating the work diagnosis information and the learning data, it is possible to determine the correlation between the work and the person in charge.

[Brief description of the drawings]

FIG. 1 is a block diagram of this system.

FIG. 2 is an annual schedule table of an accounting firm.

FIG. 3 is a menu screen for extracting educational data.

FIG. 4 is a lower-level menu screen when an annual operation of the accounting office in FIG. 3 is selected.

FIG. 5 is a lower-level menu screen when “What is the job of an accounting office?” In FIG. 4 is selected.

FIG. 6 is a lower-level menu screen when “monthly work” in FIG. 5 is selected.

FIG. 7 is a standard screen for explaining business contents.

FIG. 8 is a screen displaying original data of business contents.

FIG. 9 is a lower-level menu screen when “Let's organize the work of accounting firms by month” in FIG. 4 is selected.

FIG. 10 is a lower-level menu screen when “Let's check the work of the accounting office one by one” in FIG. 4 is selected.

FIG. 11 is a table showing basic information of customer data.

FIG. 12 is a table showing a summary comparison profit and loss statement of customer data.

FIG. 13 is a table showing charge history information of customer data.

FIG. 14 is an original data input screen for customer data.

FIG. 15 is a table showing a business daily report.

FIG. 16 is a customer monthly work time total table.

FIG. 17 is a work time totaling table by person in charge;

[Explanation of symbols]

 DESCRIPTION OF SYMBOLS 1 Processing part 2 Education data storage part 3 Customer data storage part 4 Daily report data storage part 5 Input part 6 Display

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[Procedure amendment]

[Submission date] November 18, 1999 (1999.11.
18)

[Procedure amendment 1]

[Document name to be amended] Statement

[Correction target item name] Claim 1

[Correction method] Change

[Correction contents]

[Procedure amendment 2]

[Document name to be amended] Statement

[Correction target item name] 0005

[Correction method] Change

[Correction contents]

[0005]

A first invention comprises an input unit for inputting data, an education data storage unit for storing education data, a processing unit for processing data, and a display. The storage unit stores the standard data in advance, and the processing unit associates the function of inputting the original data input from the input unit to the education data storage unit with the standard data and the original data stored in the data storage unit. With the function to draw out, the above educational data will be completed by inputting the original data
Both are characterized in that they have business data that explains the typical business contents of accounting firms and the like.

[Procedure amendment 3]

[Document name to be amended] Statement

[Correction target item name] 0010

[Correction method] Change

[Correction contents]

The standard data is data stored in advance in the storage unit, and is a general explanation for each business. For example, "Accounting firm is about to do ..." or "What is a final tax return?"
We do it in five days. "It is like you leave. On the other hand, the original data described above is data entered at each office, and data created by inputting the characteristics of the office, such as "I will do especially in my office." It is. For example, in the data related to the final tax return, the original data is described as follows: "Our office will file the tax return between February 16 and March 10. I do. "

[Procedure amendment 4]

[Document name to be amended] Statement

[Correction target item name] 0025

[Correction method] Change

[Correction contents]

Next, the customer data stored in the customer data storage unit 3 will be described. The customer data is data created for each customer of the accounting firm and includes the following information. First, the customer data includes Table 1 shown in FIG.
8 includes basic information including a name, representative name, address, business type, and the like. Other than these basic information, there are personnel information including the composition of major shareholders and officers, the family of representatives, and the like, and financial information such as profit and loss statements, balance sheets, and business analysis tables. Further, a map around the location, a tax inspection record book, person in charge history information, OA equipment information, and the like are also included. The profit and loss statement and the like of the financial information are displayed on the display 6 as one table 19 as shown in FIG. The person in charge history information is information on the person in charge of the customer at the accounting firm, as shown in FIG. 13, such as the term of the person in charge, the name of the person in charge, the contract type, and the advisory fee. Will be displayed as The OA device information is the type of OA device owned by the customer, the lease status, and the like, and can also be displayed in a list. For example, the type of OA equipment is useful when the customer and the accounting office are connected by communication equipment.

Claims (7)

[Claims] An input unit for inputting data, an education data storage unit for storing education data, a processing unit for processing data, and a display, wherein the education data storage unit stores standard data in advance And the processing unit
It has a function of inputting the original data input from the input unit to the education data storage unit, and a function of extracting the standard data and the original data stored in the data storage unit in association with each other. Business establishment system with business data that describes typical business contents. 2. The processing unit categorizes the business data into monthly business data, seasonal business data, and occasional business data, summarizes a title, which is a business name of each data, into an annual schedule table, and compiles the annual schedule table. 2. The business establishment system according to claim 1, wherein the business establishment system forms a menu and displays the contents of the business data of the individual business specified by the menu. 3. The learning data storage unit stores learning data for acquiring basic knowledge on business contents, and the processing unit displays the learning data as needed. Business establishment system described. 4. A customer data storage unit that stores basic data such as customer location and capital, customer personnel information, financial data such as balance sheets and profit and loss statements, and customer data such as customer business partner information. The business establishment system according to any one of claims 1 to 3, further comprising: 5. A daily report data storage unit for storing daily report data including personal work contents and time.
4. The business establishment system according to any one of 4. 6. The processing unit according to claim 5, wherein the processing unit has a function of determining a learning achievement level based on the learning data, synthesizing the learning achievement level with the daily report data of the individual, and displaying the combined data. Business establishment system. 7. A processing unit for converting education data and customer data, education data and daily report data, customer data and daily report data,
The business establishment system according to any one of claims 3 to 6, further comprising a function of displaying in association with each other.