JP2000231567A - Action management system, action management terminal and recording medium - Google Patents

Abstract

PROBLEM TO BE SOLVED: To easily enable action management with a terminal on the basis of master information in business. SOLUTION: In an action management system, a master information providing server 2 offering master information and an action management terminal 1 are connected. When the server 2 is requested to copy the master information from the terminal 1, it extracts information corresponding to the copy request from the master information and can transmits it to the terminal 1. The terminal 1 can freely be connected and disconnected to/from the server 2. The terminal 1 performs a copy request designating information to be copied when connected to the server 2 and stores information when the information is downloaded from the server 2. It can offer user a display on the basis of copied information regardless of the existence/absence of connection to the server 2.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a behavior management system which enables a portable information device such as a notebook personal computer to easily utilize a master database managed by a host to perform a behavior management.

[0002]

2. Description of the Related Art In accordance with the development of operating systems in personal computers, various information management applications for managing personal information have been used.

[0003] This information management application displays personal schedules and the like in a window that is visually easy to see.
A pointing device such as a mouse enables entry of a schedule as if an actual memo was written.

By introducing this information management application into a notebook personal computer and using it instead of a memo pad, the user can easily manage new personal information.

[0005]

However, these information management applications correspond to information management in individuals, and are not linked to a master database in a company. Individuals who were employers could not effectively use corporate information, and unavoidably had to make personal information management and corporate information management independent.

[0006] Since a master database in a company is formed by storing a huge amount of information, it is impossible to copy the master database to one terminal.

[0007] Employers work as part of corporate activities. In an era where portable information terminals are increasingly diversified, if the employer cannot use corporate master data, the era of effective use of information will be hindered.

[0008] In view of the above problems, it is a first object of the present invention to provide a behavior management system capable of effectively utilizing master information in a company.

A second object of the present invention is to provide a behavior management terminal capable of effectively utilizing master information in a company.

A third object of the present invention is to provide a recording medium on which is recorded program data for adding to a computer a function capable of effectively utilizing master information in a company.

[0011]

SUMMARY OF THE INVENTION The present invention relates to a behavior management system in which a master information providing server for providing master information and a behavior management terminal are connected. When a copy request is made, information corresponding to the copy request is extracted from the master information and transmitted to the behavior management terminal, and the behavior management terminal is connected to the master information providing server. If the master information is provided, a copy request specifying the information selected by the user among the master information is made, and the information including the selected information transmitted from the master information providing server in response to the copy request is stored, and the master A behavior management system characterized in that it is configured to be able to provide a user with a display based on the stored information regardless of whether or not the information providing server is connected. That.

In the present specification, "master information" is a set of information managed by a host, and the content is not limited. The “server” is a computer device capable of providing host information through mutual communication with a terminal device that is a client, although the configuration is not limited. The “terminal” is not limited in its configuration, but is configured to be freely connected to and disconnected from the master information providing server, and is preferably a portable information terminal for use as a behavior management device. . The server and the terminal are completed by connecting to a LAN or WAN by a wired means such as a modem or by connecting to a line by a wireless means such as a PHS. “Copying” refers to the act of extracting all or part of the master information stored in the master database and storing it in another storage unit.
The "master database" is sufficient as long as it is a storage means capable of storing master information. In addition to a single record aggregate, a data structure having a relational data structure and divided into a plurality of tables may be used. Good. The “local database” is the same as the master database, but it is only required that the information has the same identity, and the data structure and the table structure may be changed according to the terminal at the time of copying.

The master information providing server searches the master database for storing the master information and the master database when a copy request is made from the action management terminal, and transmits information corresponding to the copy request to the action management terminal. And an information providing module.

The behavior management terminal includes a local database capable of storing information used by the behavior management terminal and, when connected to the master information providing server, the user information of the master information corresponding to a user operation. And a copy management module for transmitting a copy request specifying the information selected by the master information providing server and storing the information transmitted from the master information providing server in the local database in response to the copy request.

For example, the copy management module is configured to be able to copy predetermined essential copy information to be copied without fail from the master information in addition to the selected information.

[0016] When the copy management module is connected to the master information providing server and the information stored in the local database is changed or added, the copy management module transmits the changed or added information to the master information providing server. Send to The master information providing server having received this information updates the master information based on the information transmitted from the behavior management terminal.

In the above-mentioned behavior management terminal, the copy management module can make a copy request for information changed or added in the master information when information similar to the information to be copied is already stored in the local database. It is configured.

For example, the copy management module is configured to be able to copy a company information table composed of records including fields of detailed billing information and detailed payment information to a local database. Further, the behavior management terminal displays a billing party or / and a payee list by referring to the company information table copied to the local database, and when any one of the billing party or the payee is selected by the user, the selection is made. And a sub-module configured to be able to display the contents of each field of the billing destination detailed information or the paying destination detailed information corresponding to.

For example, the copy management module is configured to be able to copy a company information table composed of records including a type field indicating the type of cooperation content to a local database. The behavior management terminal further includes a sub-module configured to change a display mode of the record according to the content of the type field when displaying the list by referring to the company information table copied to the local database. I have.

For example, the copy management module is configured to be able to copy a contract table including a field in which all items described in the contract are recorded into a local database. Furthermore, the behavior management terminal includes a sub-module that, when any record of the contract table is selected, refers to the contents of each field of the record and can print a contract related to the record.

For example, the copy management module is configured to be able to copy a contract history table composed of records including fields indicating contract date and time and contract contents to a local database. Further, when displaying the contract history list with reference to the contract history table copied to the local database, the behavior management terminal changes the display mode of the record when the contents of the contract content field are predetermined required items. It has a sub-module that is configured to be capable.

For example, the sub-module is configured so that a record in the contract history table can be corrected and a record can be additionally written. This submodule is configured to prohibit change or addition of a record when the contents of the contract content field in the record are not recorded in a predetermined order when the record is changed or added.

The copy management module is configured to be able to copy a company information table, which is a record including fields of the type of cooperation, the amount of offer, and the result of winning or losing, to the local database. I have. Further, when displaying the competitor list with reference to the company information table copied to the local database, the behavior management terminal is configured to be able to change the display mode of the record based on the contents of the win / loss result field. It also has a module.

For example, the copy management module is configured to be able to copy a member table made up of records including type fields indicating the type of team involved in the project to a local database. Further, the behavior management terminal further includes a sub-module configured to be able to change the display mode of the record according to the contents of the type field when displaying the member list with reference to the member table copied to the local database. ing.

For example, the copy management module is configured to be able to copy an amount table in which the amount corresponds to the team, including a determination field indicating whether or not the amount has been determined, to the local database. Further, the behavior management terminal includes a sub-module configured to be able to change the display mode of the record according to the content of the confirmed field when displaying the price list with reference to the price table copied to the local database. ing.

For example, the copy management module is configured to be able to copy an amount table corresponding to the amount of money to the team, including fields indicating the monthly reference man-hours and the contract amount, to the local database. Further, the behavior management terminal is configured to display the list of amounts by referring to the amount table copied to the local database, and to display the list by prorating the contract amount of the record in accordance with the standard man-hour according to the month. It has sub-modules.

For example, the copy management module is configured to be able to copy a point table, which is data on a user who uses the behavior management terminal and indicates the degree of the employer's profession in terms of the number of points for each business, to a local database. I have. Further, the behavior management terminal includes a sub-module configured to display the number of points in the point table for each category when displaying the point list with reference to the point table stored in the local database.

For example, the copy management module is configured to be able to copy to a local database, further including, in the point table, a message field in which a message describing the number of points per job and the degree of required function is recorded. . When displaying the point list by referring to the point table stored in the local database, the sub-module is configured to refer to the message table and to display a message list corresponding to the task selected by the user. I have.

For example, the copy management module is configured to be able to download an activity table consisting of records in units of activities in which a project and a task are compared, and to copy the activity table to a local database. Further, the behavior management terminal refers to the activity table copied to the local database, and displays a schedule list and an activity list. The user designates a time zone in the schedule list, and selects one of the activities in the activity list. When a is selected, the sub-module is configured so that the selected activity can be allocated and displayed in a specified time zone of the schedule list.

For example, when an activity is assigned to a schedule list, the behavior management module calculates an assigned time length and displays the associated activity length in association with the corresponding activity in the activity list. .

For example, the copy management module is configured to be able to copy a reservation management table composed of records in which a resource is compared with a use schedule of the resource to a local database. Furthermore, the behavior management terminal is allocated to each resource for each unit period when displaying the resource list indicating the correspondence between the unit period and each resource with reference to the reservation management table copied to the local database. There is a sub-module configured to calculate the density to be used and change the display mode of the density notification area in the unit period according to the density.

For example, the sub-module displays a schedule list indicating the correspondence between time and human resources. When the user changes the work schedule of any one of the human resources to another time, In addition, the time zone of the work schedule assigned to another human resource assigned by the same work schedule can be changed at the same time.

The present invention is also a behavior management terminal used for the behavior management system.

[0034] The present invention is also a machine-readable recording medium in which a program for causing a computer as the behavior management terminal to execute the functions of these modules is recorded.

In the present invention, a recording medium is a medium on which information (mainly digital data and programs) is recorded by some physical means, and which has a predetermined function in a processing device such as a computer or a dedicated processor. Can be performed. In short, any method may be used as long as the program is downloaded to the computer by some means and a predetermined function is executed. For example, a flexible disk, fixed disk, magnetic tape, magneto-optical disk, CD, CD-ROM, CD-R, DVD-RAM,
DVD-ROM, DVD-R, PD, MD, DCC, R
OM cartridge, RAM with battery backup
Memory cartridge, flash memory cartridge,
Includes non-volatile RAM cartridges and the like.

It is assumed that data is transferred from a host computer via a wired or wireless communication line (public line, data line, satellite line, etc.). The so-called Internet is also included in the recording medium mentioned here.

[0037]

Embodiments of the present invention will now be described with reference to the drawings.

(System Configuration) FIG. 1 shows a system diagram of the behavior management system of the present invention. As shown in FIG. 1, the present system is configured such that one or more behavior management terminals 1 are detachably connected to an information providing server 2 via a network 3.

When the master information providing server 2 is requested to copy the master information from the action management terminal 1 connected via the network 3, the master information providing server 2 extracts information corresponding to the copy request from the master information, and It is configured to be able to transmit to the terminal 1.

The action management terminal 1 is freely connected to and disconnected from the master information providing server 2. When the behavior management terminal 1 is connected to the master information providing server 2, the behavior management terminal 1
A copy request for designating information to be copied is made. The behavior management terminal 1 stores information downloaded from the master information providing server 2 in response to the copy request, and can provide a user with a display based on the information even after the connection to the master information providing server 2 is cut off. It is configured.

The network 3 is a route including a node and a route through which data can be transferred between the information providing server 2 and the behavior management terminal 1, regardless of its configuration or communication system. In terms of configuration, it may be a LAN system or a WAN system, or a direct connection between points.

(Hardware Configuration) FIG. 2 is a schematic block diagram illustrating hardware of the behavior management system.

The master information providing server 2 includes a host 20 and a storage unit 21, as shown in FIG.

The host 20 is a general-purpose computer device,
For example, it is a workstation having a communication function with the network 3 and configured to be able to write and read arbitrary data in the storage unit 21.

The storage unit 21 is a physical information storage area such as a fixed disk, and can store master information as a database based on the management of the host 20.

The behavior management terminal 1 is a general-purpose computer device, for example, a notebook computer device, and includes an arithmetic unit 10, an I / O unit 11, an input unit 12, a drive unit 13, a memory 14, a fixed disk 15, and a display unit. 16 is provided.

The operation unit 10 is constituted by a CPU, an operation auxiliary element, and the like, and executes a program stored in the memory 14 so as to execute a process corresponding to the machine language instruction and the operand. Have been.

The I / O unit 11 is an adapter, a modem, or the like, and is configured to transmit and receive data via the network when connected to the network 3.

The input unit 12 is a keyboard, a mouse, a stick, a trackball, a touch panel, or the like, and is configured to be able to supply operation data corresponding to a user's operation to the arithmetic unit 10.

The drive unit 13 is a reading device for reading data from a storage medium. When the storage medium is mounted, the drive unit 13 stores the data in the memory 1 under the control of the arithmetic unit 10.
4 or the fixed disk 15. Various types of storage media, such as FDs, CD-ROMs, and DVDs, can be used as the storage media.

The memory 14 is a main storage unit which is composed of a RAM or the like, and is capable of storing program data to be executed, temporary data, and intermediate data for creating a database.

The fixed disk 15 is a large-capacity storage unit, and is configured to be able to store executable files and data files. The fixed disk 15 is used as a local database of the present invention by storing information selectively downloaded from the information providing server 2 by the copy management module 101 (see FIG. 3).

The display unit 16 is a display panel or a CRT or the like and a display circuit, and displays an image recognizable by a user based on the image data transferred under the control of the arithmetic unit 10.

(Functional Module Configuration) A computer having the above hardware configuration executes a predetermined program to operate as a device having a functional module as shown in FIG. In the information providing server 2, the program of the present invention is stored in the storage unit 21,
It can be executed by the host 20. In the behavior management terminal 1, the program of the present invention is introduced by a recording medium such as a CD-ROM or a network, and is stored in the fixed disk 15 so as to be executable.

These modules are functions realized by executing software on hardware called a computer, ie, processing methods. Specifically, an operating system having an interface between hardware and software operates in a lower layer near the hardware. In order to use the basic functions of the operating system, a compiled program written in an application development language operates. General-purpose operating systems and development languages are available.

The master information providing server 2 operates as the information providing module 201 when the host 20 operates based on the program. Storage unit 21
Are used as the master database 200 by storing the master information of the present invention.

The information providing module 201, when receiving a copy request from the behavior management terminal 1, receives the master database 2
00, and functions to provide the action management terminal 1 with information corresponding to the copy request.

The behavior management terminal 1 operates the copy management module 1 by operating the arithmetic unit 10 based on a program.
01, it operates as the project information module 102 and the submodule group 110.

FIG. 3 is a functional module block diagram in which the present system is separated for each functional module. In this system, the information providing server 2 includes a master database 200 and an information providing module 201, as shown in FIG. The behavior management terminal 1 has a local database 10
0, a copy management module 101 and a submodule group 110. Submodule group 110
Is a group of modules using information copied to the local database 100, and includes a company information module 111, a project management module 112, a staff information module 113, an action management module 114,
Reservation management module 115 and expense management module 1
16 is comprised.

(Data Structure) FIG.
2 shows a data structure in the master database 200 and a data structure in the local database 100 in the action management terminal 1.

The master database 200 and the local database 100 have the same table as shown in FIG. This is because the local database is a subset in which a part of the master database is copied.

The company information tables 2001 and 1001 are
This is a table that stores basic information of corporations, etc., in addition to the corporation name, us charge, business type, etc., a billee detail field containing billing information, a payee detail field containing payment information, Is a client, business partner, competitor, etc. type field, if the corporation is a pre-contractor or competitor, an offer (estimated) amount field, a win / loss result field indicating whether the contract was successful At least.

The contract tables 2002 and 1001 are tables for accumulating detailed information on contracts in individual projects, and include a contract content field for recording all items described in the contract and a company name field for indicating the name of the corporation of the contract partner. At least.

The contract history tables 2003 and 1003
This is a table for storing details of the contract history from the contract to the end of one project, and includes at least a contract date and time field and a contract content field in addition to the contract partner and remarks.

The member tables 2004 and 1004 are
It is a table for accumulating detailed information of members related to the project, and includes at least a type field indicating a type of a team or a partner in addition to a member name, a role, and remarks.

The amount tables 2005 and 1005 are tables for storing monetary conditions relating to contracts, and include, in addition to the project name, a field for determining whether monthly settlement has been determined, a contract amount field, and the name of the team in charge. It is assumed that the field includes at least a team name field and a reference man-hour field for determining to which month the contract amount is to be allocated according to tax law.

The point tables 2006 and 1006 are
A table that stores information about individual employees,
It is assumed to include at least an employee name field, a point number field indicating the number of points for each business category, a category field indicating the business category, and a message field for recording a point description character string for each business category.

The reservation management tables 2007 and 1007
It is a table that stores reservation information related to resources such as human resources and conference rooms and equipment, and includes at least a resource field for specifying a resource and a use schedule field for indicating the reservation status of the resource.

Activity table 2008/100
Reference numeral 8 denotes a table for accumulating information for performing business / expense analysis in detail by grouping business activities into activity units, a project field for specifying a project name, and a job (task) constituting each project. ), And at least an event field for judging work from different perspectives.

The expense management tables 2009 and 1009 are
It is a table which accumulates detailed information on expenses.

In each of the above tables, the code system to be recorded in each field can be arbitrarily determined. The structure and combination of the above tables are for convenience, and any structure and combination may be used.

Among the above tables, the activity tables 2008 and 1008 and the expense management table 2009
1009 is a selective copy table. In other words, a part of the huge master database 200 is extracted and copied to the local database 100 by the function of the copy management module 101 of the present invention. The number of records in the activity table 1008 and the expense management table 1009 is usually smaller than that in the activity table 2008 and the expense management table 2009. This is because it is sufficient for the employee using the behavior management terminal 1 to copy only what is necessary.

In the activity table 1008 and the expense management table 1009, data is changed or new information is added by the user on the behavior management terminal 1 side after being copied. When the information is changed or added, data is uploaded from the local database 100 to the master database 200 to update the master database.

The other tables are used as common data as they are in the master database 20.
0 to the local database 100. This is because it is difficult for the user to select such information, and the amount of information is relatively small.

Which tables and records are copied from the master database to the local database can be arbitrarily changed according to the data needs at the terminal. For example, point tables 2006 and 1006
Is a copy of data of only the user who uses the behavior management terminal 1.

It is possible to arbitrarily set whether or not change or addition of data in the local (terminal) is permitted. In the present embodiment, local change of some data such as contract history is allowed.

(Copy Management Processing) Next, the operation will be described. In the following, Visual Basi on WindowsNT
The description will be given along modules developed in a high-level language such as c or Visual C ++, but is not limited thereto.

When copying information, a user connects a notebook personal computer to the network 3. If the network 3 is a LAN, the LA of a notebook personal computer equipped with a LAN adapter is used.
Connect a LAN cable to the N terminal. When the network 3 is a WAN such as the Internet or has a point-to-point connection, a TA or a modem of a notebook personal computer is connected to the line.

FIG. 5 shows a copy processing procedure in the copy management module 101. FIG. 6 shows the information providing module 201.
2 shows a copying process procedure.

When the program corresponding to the copy management module is executed, the notebook personal computer operates as the copy management module 101 of the present invention. The copy management module 101 displays a copy management window 301 as shown in FIG. The only table that can be selected from this window is the selective copy table in FIG.

If connected to the information providing module 201 via the network 3 (FIG. 5: S101: YE
S), the copy management module 101 specifies the selective copy table selected in the master database selection window, and transmits a command requesting partial transmission of this table (S102).

The information providing module 201 monitors commands from a plurality of action management terminals 1 connected from the network (FIG. 6: S201). One behavior management terminal
When there is a partial transmission request from 1 (S201: YES), a part of the table specified by the command is extracted from the master database 200 (S202), and the extracted partial data is transmitted to the behavior management terminal 1. (S203).

The copy management module 101 receives the information transmitted from the information providing server 2 and displays it on the master database selection window (FIG. 7) (FIG. 5: S10).
3). Similarly, the copy management module 101 searches the local database 100 for the table selected in the local database selection window (FIG. 7) and displays some data (FIG. 5: S104). If there is no data in the local database 100 or no connection to the master database, no table is displayed in the corresponding selection window.

The user looks at the contents of the master database 200 and the local database 100 in the copy management window 301 and determines which data has not been downloaded and needs to be copied. To copy only a specific record, select that record in the table display and highlight it. When the tables and records to be copied are determined, the user inputs or selects a command to execute copying.

When copying is instructed by the user (FIG. 5:
(S105: YES), the copy management module 101 searches whether or not the selected table already exists in the local database 100 (S106). If the selected table itself has not been copied (S106: NO),
The copy management module 101 transmits a new copy request command (S107). If the selected table exists (S106: YES), the version of the selected record is checked (S108), and then the copy management module 101 specifies the version of the locally existing table and makes a copy request (S109). ). The version is specified by the data creation time, update number, record number, and the like.

When the copy request command is transmitted (FIG. 6: S204: YES), the information providing module 201 determines whether or not the copy request is new (S205). If the request is a new copy request (S205: YES), the selected record of the selected selective copy table is extracted (S206). After extracting the records of the essential copy table to be copied without fail (S207), the information providing module 201 transmits the extracted data as long as there is data (S211: NO) (S210). When a copy request is made together with the version (S205: NO), the information providing module 201 refers to the version (S205).
208), and extracts records added or changed after this version from the master database 200 (S20).
9), and transmit in the same manner (S210 / S211).

In the action management terminal 1, as long as there is transmission data (S112: NO in FIG. 5), the copy management module 10
1 receives the data (S110) and stores it in the local database 100 (S111).

The selective copy tables 1008 and 1009 can be partially rewritten or added by the user on the behavior management terminal 1 side. Copy management module 101
Is a case other than a copy request (S105: NO), and when upload is designated by the user (S12
0: YES), and searches the selective copy table for a record that may be changed or added (S121). If there is a change (S122: YES), the change record is extracted (S123), and then the copy management module 101
Transmits the change data as long as the change data exists (S125: NO) (S124).

In the information management server 2, when the upload of the change data is requested from any of the behavior management terminals 1 (FIG. 6: S220: YES), the information providing module 201 transmits the change data. As long as (S22
2: NO), and continue to receive the change data (S22)
1). When the data reception is completed (S222: YES),
The information providing module 201 is a master database 200
Is updated with the received record (S223).

By the above processing, bidirectional selective data communication is performed at an arbitrary timing according to the instruction of the user. However, the upload of the change data may be designed so that the copy management module 101 automatically executes the upload of the change data when connected to the information providing server 2 via the network, regardless of the instruction of the user.

(Process of Company Information Module) When the user selects the icon of the company information module on the action management terminal 1, the company information module 111 starts operating. The company information module 111 has a company information table 1
Referring to 001, a window as shown in FIG. 8, for example, is displayed on the screen of the display device 15 based on the information corresponding to the page selected by the user.

When "general information" is selected, a general information page 302 is displayed. When “additional information” is selected, an additional information page 303 is displayed.

On the additional information page 302, the company information module 111 refers to the type field of the company information table 1001 and displays the type of client, business partner, or competitor.

On the same page, the company information module 111 displays a billing list and a paying list.
When the user selects any billing party or payee from the list, the company information module 111 reads out the contents of each field of the billing party detailed information or the payee detailed information corresponding to the selection from the company information table 1001. , Billing detail page 304 or payee detail page 3
05 can be displayed.

When "contract" is selected in the company information window, a contract page 306 as shown in FIG. 9 is displayed. On the contract page 306, the company information module 111 refers to the contract table 1002, and
Display a contract list with fields such as type, date, and contract partner. In the list, the company information module 111 changes the display mode of the record according to whether the content of the type field is a client or a business partner. For example, change the display color of records such as white for business partners and purple for clients.

If any record in the contract list is selected by the user, the company information module 11
Reference numeral 1 denotes a contract item all item page 307 that can be displayed by referring to the contents of the contract contents field group of the contract table 1002. When the user gives a print instruction, the company information module 111 is configured to be able to print the contract itself corresponding to the content of the page.

When "project" is selected in the company information window, a project page 308 is displayed. This page also displays a list corresponding to the project.

When "contract history" is selected in the company information window, a contract history page 309 is displayed. On the contract history page 309, the company information module 111 refers to the contract history table 1003, and
Displays a contract history list consisting of fields such as project name, event (contract content), and partner. In the contract history list, when the contents of the event field are predetermined required items, the company information module 111 changes the display mode of the record. The essential matter is an important matter in which the order of events for one contract, such as first contact (first contact), offer, and termination, is clearly determined, and is important. However, essential items can be set arbitrarily according to contract contents and business contents. If this is the case, the characters of the event are displayed, for example, in red. The order of events for these mandatory items is clear, so if you change the content of a specific event and add a new item, the content of the event is not in a fixed order for one contract Cannot be additionally described.

(Process of Project Management Module) When the user selects the icon of the project management module on the behavior management terminal 1, the project management module 1
12 operates. The project management module 112 refers to a plurality of tables such as a company information table 1001, a contract table 1002, a contract history table 1003, a member table 1004, and an amount table 1005. The project management module 112 displays, for example, a window as shown in FIG. 10 on the screen of the display device 15 based on information corresponding to the project and page selected by the user.

When "company information" is selected, a company information page 310 is displayed. In the company information page 310, the project management module 112 displays a competitor list by referring to the type, offer amount, and win / loss result fields of the company information table 1001. In the competitor list, the project management module 112 changes the display mode of the record based on whether the content of the win / loss result field is victory (Win). For example, if the player has won, the record is displayed in red.

When "contract history" is selected, a contract history page 311 is displayed. The project management module 112 refers to the contract history table 1003 in the same manner as the processing of the company information module 111, and displays a contract history list for the project.

When "Member" is selected, a member page 312 is displayed. The project management module 112 refers to the member table 1004 and changes the display mode of the record according to the contents of the type field. For example, the color of the corresponding record is changed to blue when the content of the type field is "team" and to red when it is "partner".

When “contract” is selected, the contract page 31
3 is displayed. The project management module 112 refers to the contract table 1003 in the same manner as the processing of the company information module 111, and displays a contract list for the project.

When “revenue” is selected, a revenue amount page 314 as shown in FIG. 11 is displayed. The project management module 112 displays an amount list with reference to the amount table 1005. In the price list, the project management module 112 changes the display mode of the record according to the content of the confirmed field. For example, if the accounting process has already been determined, the content of the determination field indicates determination, and the record is displayed in blue. The color of the record is changed and displayed in orange when the finalized field indicates that the settlement is coming, and in white otherwise.

In the amount list, the project management module 112 displays the contract amount of the record in proportion to each month according to the number of reference items recorded in the reference man-hour field. The standard man-hours indicate when the expenses are incurred for the contract and are determined from tax law requirements. In a certain contract, expenses (man-hours) are generated evenly over the entire contract period, so that a uniform reference man-hour is set every month. In another contract, the cost is incurred only during a specific period, so the standard man-hour is set only during the period in which the man-hour is generated. The project management module 112 refers to this reference man-hour for each contract, and apportions the contract amount of the contract with the reference man-hour. If the total number of standard man-hours related to a certain contract is N and the contract amount is M, the standard man-hour set for each month is multiplied by M / N, and the amount prorated every month is displayed.

When “cash” is selected, the cash page 31
5 is displayed. Project management module 112
Displays a list of actual cash income and expenditure with reference to the amount table 1005. In this list, the project management module 112 can perform processing such as changing the display color of the record, for example, in a case where cash is included in each month as scheduled for “revenue”.

(Process of Staff Information Module) When the user selects the icon of the staff information module on the behavior management terminal 1, the staff information module 113 starts operating. The staff information module 113 refers to the point table 1006 and the like, and displays a staff information window 317 as shown in FIG.

According to the user's selection, the user's own personal information is displayed on a plurality of pages. When "point" is selected in the staff information window 317, a point detail page 318 is displayed. The staff information module 113 displays a point list with reference to the point table 1006. In the point list, the staff information module 113 refers to each field of the category and the number of points of the point table 1006, and displays a point list in which the number of points of the point table is displayed for each category. In the point list, the number of points in the previous year, the number of points set in advance as a target of the current year, and the current actual number of points are color-coded and displayed in category units. The setting of the number of points is performed by the specific boss directly rewriting the contents of the master database 200 on the information providing server 2 side.

In the point detail page 318, the staff information module 113 executes the point table 100
6, a message corresponding to the category (business) selected by the user in the point list can be read and displayed in the message list. The message list is a text display of a guideline indicating what requirements are fulfilled for the points in the job.

In the staff information window 317,
When “function” is selected, a function evaluation page 319 is displayed. The staff information module 113 accumulates the number of points set in the point list for each category or for each type of business and displays the total score.

(Process of Behavior Management Module) When the user selects the icon of the behavior management module on the behavior management terminal 1, the behavior management module 114 starts operating. The behavior management module 114 refers to the activity table 1008 and the like, and displays an activity management window 320 as shown in FIG. 13 on the screen of the display device 15, for example.

In the activity management window 320, the behavior management module 114 refers to the project, task, and event fields of the activity table 1008 and displays the correspondence in the activity selection area. The behavior management module 114 displays a date selection calendar, and displays a schedule list of the date selected by the user. In addition, a To-Do list corresponding to a checklist of work to be performed is displayed.

The activity table 1008 has a schedule field for recording a schedule.
The behavior management module 114 reads the contents of the schedule field and displays the contents in the schedule list. As shown in FIG. 13, the schedule list can record a schedule by an activity (business unit) in which a project and a task are compared. In addition, similarly to the conventional personal information management application, a schedule list for writing an arbitrary schedule may be prepared.

The activity is a behavior management criterion that is effective in converting the work of an employee to cost and promoting work efficiency. This is because, by preparing activities which are standardized in advance and scheduling the activities in units of activities, efficient business analysis can be performed on the master database side.

The case where the user sets a new schedule on an activity basis will be described. As shown in FIG. 13, the user first selects a date and a time zone for which a schedule is desired (). Next, the corresponding activity is selected from the activity selection area (). Drag the selected activity to the schedule list or double-click in the activity selection area ().

Since the activity management module 114 recognizes which activity is assigned to which date and time zone by the above processing, the activity management module 114 displays this activity in the corresponding time zone of the schedule list.

The activity selection area is provided with a column for displaying the total time allocated for each activity. When an activity is assigned to the schedule list, the behavior management module 114 calculates the assigned time length, and displays the associated time length in the accumulated time display field of the corresponding activity in the activity selection area. This allows the user to know which activity has been allocated and how much.

(Processing of Reservation Management Module) When the user selects the icon of the reservation management module on the action management terminal 1, the reservation management module 115 operates. The reservation management module 115 stores the reservation management table 1
With reference to 007 or the like, a reservation management window 321 as shown in FIG. 14 is displayed on the screen of the display device 15, for example.

[0119] In the reservation management window 321, the reservation management module 115 displays a reservation management list in which resources are compared with use schedules of the resources. The reservation management list is a list showing how reservations are made for each resource using people, conference rooms, facilities, and the like as resources.

When reserving a new resource in the reservation management list, as shown in FIG. 14, the user selects a group () and selects a resource from the resource list (). When a person is reserved as a resource, the members of the selected group are displayed in a list, and their reservation status (work status) is listed in a reservation management list. When a conference room is reserved as a resource, the usage status of each conference room set as a group is listed in the reservation management list.

In the reservation management list, when the user changes the work schedule of any one of the human resources to another time, the user drags the scheduled block to the time zone to be changed. There is a case where the schedule of the human resources to be changed is a meeting or the like, and the same work schedule is assigned to other human resources belonging to the same group. In such a case, the reservation management module 115 is also configured to be able to simultaneously change the time slot of the work schedule assigned to another human resource assigned to the same work schedule. In the conventional personal information application, the schedule management is performed independently by an individual, and when the meeting time changes, all the members scheduled to attend the meeting have to change the reservation.

In addition to the reservation management list, the reservation management module 115 calculates, in the reservation management list, the density of the use schedule allocated to each resource for each unit period, and according to the density, the unit period Is displayed in the density notification area. The unit time is a unit of time suitable for knowing the resource reservation status, for example, morning / afternoon. Reservation management module 1
For example, as shown in FIG. 14, 15 is converted into a color density and displayed according to the resource reservation density. If it is a human resource, the busy person will be displayed darker and the leisure person will be displayed lighter, so that it is possible to intuitively judge when to set the conference.

(Process of Expense Management Module) When the user selects the icon of the expense management module on the behavior management terminal 1, the expense management module 116 operates. The expense management module 116 uses the expense management table 1
With reference to 009 etc., an expense management window 322 as shown in FIG. 15 is displayed on the screen of the display device 15.

[0124] In the expense list, details of expenses relating to the selected project are displayed in a list. When the user selects a particular record in the expense list, the expense management module 116 prompts the detail entry page 32
3 is displayed. Here, a calendar is displayed. When the user selects an arbitrary date on the calendar, the expense management module 116 changes the recording date of this record. The details of the expenses can be performed in the same manner as the conventional expense input processing.

(Advantage) According to the present embodiment, the user can connect the behavior management terminal to the information providing host and select the minimum necessary information only when data copying is necessary, and can copy the data. Therefore, individual business management based on the master database can be performed while minimizing the amount of information.

Conventionally, only an independent information management environment only for individuals has been provided. However, resources can be shared as a whole corporation, so that an effective information use environment which did not exist conventionally can be provided. It is.

Since copying and uploading are made possible only by a temporary connection, the portable information terminal can be used stand-alone as compared with a form in which the master information is simply connected to a network. It is easy to use.

Since the database used by each user is local to the last, the protection of the master information can be achieved and the database is safe.

According to the present embodiment, since the second and subsequent copies need only be the changed or added data, it is possible to minimize the copying time.

According to the present embodiment, a table that is difficult to select is copied regardless of whether or not the copy data is specified, so that it is not necessary to know which table to copy, and the minimum effort is required. Copying becomes possible. In the past, all copying of the database was based on user instructions.

According to the present embodiment, since data changed by an individual such as reservation management and expense management can be uploaded, mutual data update between the master and the local can be performed.

According to the present embodiment, since the company information module can display a list of billing destinations and a list of payees which were not displayed conventionally, effective behavior management can be performed.

According to the present embodiment, since the company information is displayed in a changed form according to the contents of the cooperation, the visibility of the list can be improved and a quick decision can be made.

According to the present embodiment, since the entire contract can be displayed and printed, it is effective for checking the contents of the contract.

According to this embodiment, in the contract history,
Since important items are displayed in different colors, it is easy to determine the contract history.

According to this embodiment, in the contract history,
Since it is configured so that the input can be performed only in a certain order, it is possible to prevent incorrect input.

According to the present embodiment, the competitor list is
Since the information is displayed separately according to the outcome, it is possible to provide auxiliary information with good visibility of the list and effective business judgment.

According to the present embodiment, the members of the project are distinguished on display by type, so that the visibility of the list is good.

According to the present embodiment, the amount list is distinguished on display according to the presence or absence of determination, etc., so that the visibility of the list is good.

According to this embodiment, the contract amount is displayed in proportion to the man-hours, so that it is easy to compare with the actual progress of each month.

According to the present embodiment, individual performance is displayed by the number of points for each subdivided category, so that it is possible to provide an individual ability evaluation system that is objective and easy to analyze.

According to the present embodiment, since the guideline of the points in the profession evaluation can be displayed, it is possible to provide a system in which individuals have clear goals.

According to the present embodiment, the reservation management can be assigned based on the unified standard of activity.
It is possible to provide a system that makes it easy to tabulate the behavior management status of each individual and that is useful for objective work analysis.

According to the present embodiment, since the accumulated time for each activity is configured to be displayed in comparison with the activity, it is possible to provide a system in which individuals can easily grasp the work assignment status.

According to the present embodiment, the reservation status of resources such as people, conference rooms, and facilities is made to correspond to the change of the display mode, so that the reservation density can be intuitively notified and the system can be easily scheduled. Can be provided.

According to the present embodiment, since the schedule change of the human resources related to the same work can be performed collectively, it is possible to provide a system that can easily change the schedule of a plurality of persons.

(Other Modifications) The present invention is not limited to the above embodiment, but can be implemented with various modifications.

For example, with respect to the database configuration and module configuration, the above embodiment is merely an example and can be arbitrarily changed.

[0149]

According to the present invention, since the master information is selectively downloaded, the master information in the company can be stored in a terminal having an appropriate capacity and a relatively small capacity, and the master information can be effectively used. be able to.

Conventionally, only an independent information management environment only for individuals has been provided. However, since the resources of the entire corporation can be shared, an effective information use environment which has not existed conventionally is provided. did it.

[Brief description of the drawings]

FIG. 1 is a system diagram illustrating an action management system according to the present invention.

FIG. 2 is a hardware block diagram of the behavior management system according to the present invention.

FIG. 3 is a functional module block diagram of the present invention.

FIG. 4 is an explanatory diagram of a data structure and a flow in the present invention.

FIG. 5 is a processing flowchart of the behavior management terminal of the embodiment.

FIG. 6 is a processing flowchart of the information providing server of the embodiment.

FIG. 7 is an example of a window display by the copy management module.

FIG. 8 is a screen display example for explaining a detailed display in a company information module.

FIG. 9 is a screen display example for explaining a contract relationship display in a company information module.

FIG. 10 is a screen display example for explaining a contract relationship display in the project information module.

FIG. 11 is a screen display example for explaining a money amount display in the project information module.

FIG. 12 is a screen display example for explaining processing in a staff information module.

FIG. 13 is a screen display example for explaining processing in the behavior management module.

FIG. 14 is a screen display example for explaining processing in the reservation management module.

FIG. 15 is a screen display example for explaining processing in the expense management module.

[Explanation of symbols]

 DESCRIPTION OF SYMBOLS 1 Behavior management terminal 2 Information providing server 100 Local database 101 Copy management module 102 Project information module 103 Company information module 104 Stap information module 105 Behavior management module 106 Expense management module 107 Reservation management module 200 Master database 201 Information provision module

 ──────────────────────────────────────────────────続 き Continued on the front page F term (reference) 5B019 GA01 KA04 5B075 KK07 ND03 5B089 GA11 GA25 GB03 JB22 KA02 KC32 KC53 LB14

Claims (23)

[Claims] 1. A behavior management system in which a master information provision server that provides master information and a behavior management terminal are connected, wherein the master information provision server is requested to copy master information from the behavior management terminal. In this case, the information corresponding to the copy request is configured to be extracted from the master information and transmitted to the behavior management terminal.When the behavior management terminal is connected to the master information providing server, Making a copy request that specifies information selected by a user from the master information; storing information including the selected information transmitted from the master information providing server in response to the copy request; A behavior management system characterized in that a display based on the stored information can be provided to a user irrespective of whether or not the providing server is connected. . 2. The master information providing server searches a master database storing the master information and the master database when the copy request is received from the behavior management terminal, and stores information corresponding to the copy request. An information providing module to be transmitted to the behavior management terminal;
The behavior management system according to claim 1, comprising: 3. The behavior management terminal, comprising: a local database capable of storing information used by the behavior management terminal; and a master database in response to a user operation when connected to the master information providing server. A copy management module for transmitting a copy request specifying information selected by the user among the information, and storing the information transmitted from the master information providing server in the local database in response to the copy request. The behavior management system according to claim 1. 4. The behavior management system according to claim 1, wherein the copy management module is configured to be able to copy predetermined essential copy information to be surely copied from the master information in addition to the selected information. . 5. When the copy management module is connected to the master information providing server, and the information stored in the local database is changed or added, the copy management module copies the changed or added information. The behavior management system according to claim 3, wherein the behavior information is transmitted to a master information provision server, and wherein the master information provision server updates the master information based on information transmitted from the behavior management terminal. 6. The behavior management terminal, wherein the copy management module is configured to change or add information in the master information when information similar to the information to be copied is already stored in the local database. 4. The behavior management system according to claim 3, wherein the behavior management system is configured to be able to request copying. 7. The copy management module is configured to be able to copy a company information table composed of records including fields of detailed billing information and detailed payment information to the local database, and to copy the company information table to the local database. A billing party and / or payee list is displayed with reference to the company information table, and when any billing party or payee is selected by the user, the billing party detailed information or the payee corresponding to the selection. The behavior management system according to claim 3, further comprising a submodule configured to display contents of each field of the detailed information. 8. The copy management module is configured to be able to copy a company information table including a record including a type field indicating a type of cooperation content to the local database, and to copy the company information table copied to the local database. 4. The behavior management system according to claim 3, further comprising a sub-module configured to change a display mode of the record in accordance with the content of the type field when displaying the list by referring to. 9. The copy management module is configured to be able to copy a contract table composed of records including fields recording all items described in a contract document to the local database. 4. The behavior management system according to claim 3, further comprising: a sub-module configured to print a contract related to the record by referring to the contents of each field of the record when the record is selected. 5. 10. The behavior management terminal, wherein the copy management module is configured to be able to copy a contract history table including records including fields indicating contract date and time and contract contents to the local database. When the contract history list is displayed with reference to the contract history table copied in the above, when the content of the contract content field is a predetermined required item, the display mode of the record can be changed. The behavior management system according to claim 3, further comprising a submodule. 11. The sub-module is configured so that a record in the contract history table can be modified and a record can be additionally written. When a record is changed or added, the contents of the contract contents field in the record are changed. 11. The behavior management system according to claim 10, wherein a change or addition of the record is prohibited when the record is not recorded in a predetermined order. 12. The copy management module copies, to the local database, a company information table including a record including fields of a type of cooperative relationship, an offer amount, and a win / loss result in the company information table. When displaying a competitor list with reference to the company information table copied to the local database, the display mode of the record can be changed based on the contents of the win / loss result field. 4. The behavior management system according to claim 3, further comprising a sub-module. 13. The behavior management terminal, wherein the copy management module is configured to be able to copy a member table including a record including a type field indicating a type of a team involved in a project to the local database. The sub-module according to claim 3, further comprising a sub-module configured to change a display mode of the record according to the content of the type field when displaying the member list with reference to the member table copied to the database. Behavior management system. 14. The behavior management terminal, wherein the copy management module is configured to be able to copy an amount table in which an amount corresponds to a team, including a determination field indicating whether or not the amount is determined, to the local database. 4. A sub-module configured to be able to change the display mode of the record in accordance with the contents of the confirmed field when displaying the amount list with reference to the amount table copied to a local database. Behavior management system described in. 15. The behavior management terminal, wherein the copy management module is configured to be able to copy an amount table in which the amount corresponds to the team, including respective fields indicating a monthly standard man-hour and a contract amount, to the local database. When displaying an amount list with reference to the amount table copied to the local database, the contract amount of the record is proportionally divided into months according to the reference man-hours, and a list can be displayed. The behavior management system according to claim 3, further comprising a sub-module. 16. The behavior management terminal, wherein the copy management module stores data on a user who uses the behavior management terminal, and stores a point table indicating the degree of the function of the employer in terms of business units in terms of points. When a point list is displayed with reference to the point table stored in the local database, the number of points in the point table can be displayed in a category unit. The behavior management system according to claim 3, further comprising a submodule. 17. The copy management module is configured to be able to copy to the local database, further including a message field in which the point table further includes a message describing a point number and a required function level in a business unit. When displaying a point list with reference to the point table stored in the local database, the sub-module refers to the message table, and a message list corresponding to a task selected by a user. 17. The behavior management system according to claim 16, wherein the action management system is configured to be able to display. 18. The behavior management terminal, wherein the copy management module is configured to download an activity table made up of activity unit records in which a project and a task are compared, and to copy the activity table to the local database. When the schedule table and the activity list are displayed by referring to the activity table copied to the local database, and the user designates a time zone in the schedule list and selects one of the activities in the activity list 4. The apparatus according to claim 3, further comprising: a sub-module configured to assign and display the selected activity at a designated time zone of the schedule list.
Behavior management system described in. 19. The behavior management module, when an activity is assigned to the schedule list,
19. The behavior management system according to claim 18, wherein the action management system is configured to calculate an assigned time length, display the time length in association with a corresponding activity in the activity list. 20. The behavior management terminal, wherein the copy management module is configured to be able to copy a reservation management table, which is a record in which a resource is compared with a use schedule of the resource, to the local database, When referring to the reservation management table copied to the database and displaying a resource list indicating the correspondence between the unit period and each resource, calculate the density of the use schedule assigned to each resource for each unit period And
The behavior management system according to claim 3, further comprising: a submodule configured to change a display mode of the density notification area in the unit period according to the density. 21. The sub-module for displaying a schedule list indicating correspondence between time and human resources, wherein a user changes a business schedule of one of the human resources to another time. 21. The behavior management system according to claim 20, wherein, in such a case, the time zone of the work schedule assigned to another human resource assigned by the same work schedule can be changed at the same time. 22. A behavior management terminal used in the behavior management system according to claim 1. Description: 23. A machine-readable recording medium in which a program that causes a computer as the behavior management terminal to execute the function of each module according to claim 1 is recorded.