JP2003203102A - Document management system, method, and program - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a document management system, method, and program facilitating report-making at sites of civil engineering, construction, or the like, and the management of the contents of such reports. <P>SOLUTION: A document management section 1 manages documents as received, and a time limit management section 4 manages document submission time limits. The section 1 prepares new documents at specified time points prior to their submission time limits, and presents documents to the client which personnel at the site and the management office will also utilize, and stores them. A display processor section 6, upon presentation of a list of documents for the client, documents overdue for submission time are displayed in different colors for warning. <P>COPYRIGHT: (C)2003,JPO

Description

Detailed Description of the Invention

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a document management system, method and program, and in particular can easily manage various documents such as reports from construction sites in civil engineering and construction work. The present invention relates to a document management system and method and a program.

[0002]

2. Description of the Related Art Generally, in civil engineering work and construction work, a person in charge of supervising a construction site is resident at the construction site, but the person in charge of managing the construction itself is the head office of the company in charge of the construction. They are often stationed at offices, branches, sales offices, etc. Therefore, various reports are submitted as reports by the person in charge of the site to the person in charge of management.

Now, the flow of the conventional report processing will be described. FIG. 19 is a diagram showing a flow of the reporting process on the side of the site person in charge, and FIG. 20 is a diagram showing a flow of the report process on the side of the management person in charge. Further, FIG. 21 is a diagram showing the processing contents in each step shown in FIG. 19 and FIG.

First, the person in charge of the field confirms the report that needs to be processed as a daily routine (step 801). In the process of step 801, the person in charge of the site confirms the details with the person in charge of management by telephone or e-mail.

If there is a document to be processed as a result of the confirmation (YES in step 802), a new document is created or edited (step 803). In the process of step 803, when a document is newly created, a new file is generated and created, and when a document is edited, a target file is searched for and the editing process is performed.

When the new creation or editing of the document is completed, the document is submitted or resubmitted (step 804). In the processing of step 804, the created or edited file is attached to an email and sent to the administrator.

[0007] When such a process is performed for all the documents that require the report process, and when the process for all the documents is completed (NO in step 802), the report process by the person in charge of the site is completed.

On the other hand, the person in charge of management first confirms the unsubmitted report and the rejected report for each site unit (step 811). In the processing of this step 811, the person in charge of management extracts the file from the received mail and sorts the extracted file for each site. Then, check each sorted file.

[0009] As a result of confirmation, submitted to the person in charge of the site (for unsubmitted documents) or resubmitted (for unaccepted documents)
If it is necessary to request (YES at step 812),
An instruction to submit the documents is issued to the site (step 81).
3). In the processing of step 813, details are instructed to the person in charge at the site by telephone or email.

Then, the management person confirms all the sites managed by himself / herself (YES in step 814).
S, step 811, step 812, step 81
3) When the confirmation for all the sites is completed (NO in step 814), the reporting process ends.

[0011]

As described above, in civil engineering / construction work, etc., it is necessary to submit various reports to the person in charge of management from the site, and the labor required to submit them is great. Met. In particular, the reports to be submitted range from daily to weekly, monthly, and irregular reports, and the time and effort required to manage these documents without delay have been great.

[0012] Therefore, the present invention provides a document management system, method, and program capable of easily reporting from the construction site in civil engineering / construction work and the like, and easily managing the contents of the report. With the goal.

[0013]

In order to achieve the above-mentioned object, the invention of claim 1 is a document management system for managing various documents used in civil engineering / construction work, etc. A new document based on the document management means for managing various documents, the deadline management means for managing the respective submission deadlines of the documents managed by the document management means, and the submission deadline managed by the deadline management means. , A list generation means for generating a list of documents managed by the document management means including warning information for each document, a list generated by the list generation means, and the document management means Transmission / reception control means for transmitting / receiving various kinds of information including documents specified based on the list among the documents to be transmitted / received through the network. To.

According to the invention of claim 2, in the invention of claim 1, the list generation means is based on the state of the document including the state in which the submission deadline managed by the deadline management means has passed without being submitted. The character color of the generated list is changed.

The invention according to claim 3 is the invention according to claim 1, wherein the new generation means is for a corresponding document before the time set for each document type from the submission deadline managed by the deadline management means. Request the management to the document management means,
When the document is designated based on the list generated by the list generation means, the document is generated based on a predetermined format.

The invention according to claim 4 is a document management system for managing various documents used in civil engineering / construction work, and the like, and a form managing means for managing the forms of various documents, and the form managing means. Connected via a network, a document management means for managing the document created based on the format, a document format conversion means for converting the document managed by the document management means into a format that can be processed by the portable information terminal. A document transmitting unit for transmitting the document managed by the document managing unit to the terminal device, and transmitting the document converted by the document format converting unit to the portable information terminal,
Document registration means for receiving a document from the terminal device or the portable information terminal and registering the received document in the format management means.

According to a fifth aspect of the present invention, in the invention of the fourth aspect, the document format conversion unit uniquely specifies among the items to be entered in the document when the document managed by the document management unit is converted. It is characterized in that possible entries are filled in advance and a plurality of candidates to be entered in other entries are entered in a selectable format.

The invention according to claim 6 is a document management method for managing various documents submitted from a person in charge of civil engineering and construction work to a person in charge of management via a network,
Manage the submission deadline set for each type of report, generate a report that corresponds to the specified time before the submission deadline, manage the generated report together with its status, and edit or browse the report. When there is, change the state corresponding to the report, based on the state,
A warning is issued to the person in charge of the site and the person in charge of management for urging processing.

Further, in the invention of claim 7, in the invention of claim 6, when there is an edit to the report by the person in charge of the site, the completion of the editing causes the person in charge of management of the report to be informed. The present invention is characterized by issuing the warning when the report is approved and the report has not yet been submitted and the submission deadline has passed.

The invention according to claim 8 is the invention according to claim 6, wherein the warning is provided when a list of reports being managed is presented to the field staff and the management staff. The presenting method is characterized in that the presentation method is changed.

Further, the invention of claim 9 is a document management method for managing various documents used in civil engineering / construction works, etc., and manages formats of various documents, and documents created based on the formats. To transmit a document managed by the document management means to a terminal device connected via a network, and convert the document into a format that can be processed by the mobile information terminal to the mobile information terminal. Send and receive documents from the terminal device or the mobile information terminal,
It is characterized in that the received document is registered.

In the invention of claim 10, in the invention of claim 9, the conversion is such that, among the items to be entered into the document, the items which can be uniquely specified are entered in advance, and other items are entered. It is characterized in that a plurality of candidates to be entered are also input in a selectable format.

The invention according to claim 11 is a document management program for causing a computer device connectable to a network to manage various reports submitted from a person in charge of civil engineering and construction work to a manager in charge of management. Managing a submission deadline set for each type of report, generating a report corresponding to a predetermined time before the submission deadline, and managing the generated report together with its status; A step of changing the status corresponding to the report when edited or viewed, and a step of issuing a warning prompting the processing to the field staff and the management staff based on the status. It is characterized by including.

The invention according to claim 12 is a document management program for causing a computer device connectable to a network to manage documents for managing various documents used in civil engineering / construction work, etc. And a document management means for managing documents created based on the format managed by the format management means, and a document managed by the document management means in a format that can be processed by the portable information terminal. A document format converting means for converting and a document managed by the document managing means are transmitted to a terminal device connected via a network, and a document converted by the document format converting means is transmitted to the portable information terminal. And a document transmitting means for receiving the document from the terminal device or the portable information terminal, and registering the received document in the format managing means. And wherein the operating the recording means in the computer system.

[0025]

BEST MODE FOR CARRYING OUT THE INVENTION An embodiment of a document management system, method and program according to the present invention will be described in detail below with reference to the accompanying drawings.

FIG. 1 is a block diagram showing a configuration example of a reporting system. In the reporting system shown in FIG.
And branch 20, sales office 30, field office 40-1-40-
3 are each connected to the Internet 50.

At the head office 10, the report management server 11, the client 12-1, the client 12-2, and the GW (gateway) 13 are connected to the LAN 14, and the LAN 1
4 is connected to the Internet 50 via the GW 13.

In the branch 20, the client 22-1, the client 22-2, and the GW 23 are connected to the LAN 24, and the LAN 24 is connected to the Internet 50 via the GW 23.

Further, the sales office 30 and the field office 40-1,
In 40-2 and 40-3, the client 32-
1, 32-2, clients 42-1, 42-2, 42
-3 is connected to the Internet 50.

The configuration of the reporting system shown in FIG. 1 is an example, and the head office 10, the branch office 20, the sales office 30, and the field offices 40-1 to 40-3 may have any network configuration. The report management server 11 may be located anywhere. Also, the connection destination is not necessarily the Internet 50
Does not have to be. As the configuration of the reporting system, the report management server 11 and the client used by the person in charge of the site (for example, client 42-1), the client used by the person in charge of management (for example, client 22-1)
However, it suffices that each can be connected via a network. Furthermore, it should be appreciated that the head office 10 and branch 2
0, sales office 30, field offices 40-1 to 40-3,
It may have any organizational structure including the name.

In this reporting system, the reporting management server 1
1 manages including the deadline for submission of various documents.
By accessing the report management server 11, documents are created and managed.

The report management server 11 will now be described. FIG. 2 is a block diagram showing the functional configuration of the report management server 11. Note that the report management server 11 is actually realized by operating a program on a general-purpose computer device. This program not only realizes the functions of the respective units described below by a computer device, but also functions as a Web server and A
Includes SP functionality.

As shown in the figure, the report management server 11
Is a document management unit 1 and a document DB (database) 2, a format DB 3, a deadline management unit 4, an aggregation processing unit 5, a display processing unit 6,
The transmitter / receiver 7 is provided.

The document management unit 1 carries out overall processing for documents including generation, retrieval, acquisition, storage, etc. of documents (files). The document DB 2 stores created documents, documents in the process of being created, and the like. The format DB 3 stores the formats of various documents. The deadline management unit 4 manages deadlines for various documents.
The tallying processing unit 5 performs various tallying processing, statistical processing, and the like based on the documents stored in the document DB 2 and the contents thereof. The display processing unit 6 generates a web page including contents such as information to be displayed on the client 42-1 and the like. The transmission / reception unit 7 uses the network 4 to send the client
Information is transmitted to and received from 2-1 and the like. This transceiver 7
Provides the client 42-1 and the like with a function as a web server.

The clients 12-1, 12-2,
22-1, 22-2, 32-1, 32-2, 42-1,
Reference numerals 42-2 and 42-3 each are a general-purpose computer device in which a web browser operates, and are installed with an application for viewing and editing documents as necessary, and thus detailed description will be given. Is omitted.

Next, the operation of the report management server 11 will be described with reference to an example of a screen displayed on the client 42-1 or the like. First, an example of a screen displayed for an administrator will be described. .

The administrator is the client 2 of the branch 20.
When the user operates 2-1 to access the report management server 11, completes the necessary authentication processing, and logs in, the client 22-1 displays the screen 100 shown in FIG.
Is displayed. The screen 100 is a menu screen, and options 101, 102, 103, 104 are displayed.

Here, when the person in charge of management selects the option 101, the display transits to a screen for performing report submission management for each site, and when the option 102 is selected,
The display transitions to the screen for managing report submission for each report. When the option 103 is selected, the display transitions to a screen for displaying the data aggregation result for each site, and when the option 104 is selected, the data aggregation result for multiple sites is displayed. The display transitions to the screen.

The options 101, 102, 103, 1
Prior to the selection of any of 04, by setting the setting of the search column 105 to "all sites", "branch jurisdiction", "site in charge", the contents displayed when the screen transitions Change. For example, if the search field 105 is set to “all sites”, information about all sites will be displayed when the screen transitions, and if the search field 105 is set to “branch jurisdiction”, Only the information of the site managed by 20 is displayed. Further, when the search field 105 is set to “site in charge”, when the screen changes, only the information on the site in charge of the person in charge of management (who is logged in) is displayed.

The screen 100 is generated by the display processing unit 6 according to an instruction from the document management unit 1.

With this screen 100 displayed,
If the management person selects the option 101, the display on the display of the client 22-1 transits to the screen 110 shown in FIG. In addition, the manager is the option 101
When you select, the search field 105 is set to "All sites"
It was assumed that

On the screen 110, a list of sites required for performing report submission management for each site is displayed. At this time, all the sites are displayed because the setting of the search field 105 on the screen 100 is “all sites”. However, when there are many sites to be displayed, the “ A display instruction 111 for switching between “display” and “non-display” is displayed. Then, the site name under the jurisdiction of the branch whose display is instructed by the display instruction 111 is option 1
It is displayed as 12, 113, 114, etc. A detailed display instruction button 115 or the like is displayed for each option, and the administrator can display the detailed information of the corresponding site by pressing the detailed display instruction button 115 or the like.

Further, on the screen 110, in addition to the list of site names, a row designation field 116 and a search field 117 are displayed. The arrangement designation column 116 sets the arrangement order of the list of site names, and can select any of “construction name”, “start date”, “management person”, and “field person”. The search field 117 sets the type of the site name list to be displayed, and can select any of “all”, “valid only”, “edit required”, and “confirmation required”.

When the search field 117 is set to "valid only", only the currently valid spot names are displayed in the displayed spot name list. When the search column 117 is set to “edit required” and “confirmation required”, only the site names that require document editing and only site names that require document confirmation are displayed in a list.

The site where the document needs to be edited is a site where there is a document which has not been submitted yet or has been submitted but has not been resubmitted although the submission deadline has passed. . Sites that require editing of this document will appear in red on the site name list.

In addition, the site requiring the confirmation of the document means that although the person in charge of the site submitted or resubmitted the document,
It is a site where there are documents that the management staff has not checked. Sites that require confirmation of this document are displayed in yellow on the site name list. However, in the site where the document needs to be confirmed and the document needs to be edited, the red letters are preferentially used for displaying the site name list.

Sites that do not need to edit documents or confirm documents are displayed in blue as a site name list.

In FIG. 4, the option 112 is displayed in red characters, the option 113 is displayed in blue characters, and the option 114 is displayed in yellow characters.

This screen 110 is generated by the display processing unit 6 in accordance with an instruction from the document management unit 1. The document management unit 1 has a deadline for submitting documents managed by the deadline management unit 4 and documents stored in the document DB 2. The display processing unit 6 is instructed to display the display color of the site name list based on the above.

Next, the person in charge of management selects option 1 on the screen 110.
A case in which any one of 12, 113, and 114 is selected will be described, but here, it is assumed that the administrator has selected the option 112.

When the person in charge of management selects the option 112 on the screen 110, the display on the display of the client 22-1 transits to the screen 120 shown in FIG.

On the screen 120, a list of on-site reports corresponding to the options 112 is displayed. The screen 120 includes a display instruction 121 for switching between “display” and “non-display” settings for each document type, and each document name has a choice 12
Listed as 2,123,124.

In addition to the list of document names, a search field 125 is displayed on the screen 120. The search field 125 is
The type of document name list to be displayed is set, and "all" or "confirmation required" can be selected. When the search field 125 is set to “confirmation required”, the list of document names displayed is only those requiring confirmation by the administrator. Therefore, confirmation is necessary when the search field 125 is set to “confirmation required” on the screen (equivalent to the screen 120) displayed by selecting the option 113 displayed in blue on the screen 110. Since there is no such document, nothing will be displayed in the document name list.

Now, the options 122 and 12 are displayed on the screen 120.
The list of document names displayed as 3, 124, etc. is on screen 1
Similar to the case of 10, the display character color differs depending on the state. For example, since the “construction outline” document of the option 122 does not include any of “unsubmitted”, “unconfirmed”, and “not accepted”, the display character color is blue. Further, since the “work daily report” document of the option 123 includes the documents “not submitted” and “not accepted”, the display character color is red, and the “construction work report” document of the option 124 is Since there is no “unconfirmed” or “non-accepted” document and there is an “unconfirmed” document, the display character color is yellow.

This screen 120 is generated by the display processing unit 6 in accordance with an instruction from the document management unit 1. The document management unit 1 has a deadline for submitting documents managed by the deadline management unit 4 and a document stored in the document DB 2. The display processing unit 6 is instructed to display the display color of the site name list based on the above.

Next, the person in charge of management selects option 1 on the screen 120.
A case where any one of 22, 123, and 124 is selected will be described, but here, it is assumed that the administrator has selected the option 123.

When the person in charge of management selects the option 123 on the screen 120, the display on the display of the client 22-1 transits to the screen 130 shown in FIG.

On the screen 130, a list of "daily work reports" corresponding to the options 123 is displayed. This list contains options 131, 132, 133, and 13 for each date of the daily work report.
Listed as 4, 135, 136, etc. A browsing instruction button 137 or the like is displayed for each option, and when the management person presses the browsing instruction button 137 or the like, a browsing screen of the corresponding daily work report is displayed. Also,
The status of documents (work daily report) is displayed in the confirmation status column 138 of each option. For documents that have not been submitted, it is indicated that they have not been submitted, and for documents that have already been submitted. , “Unconfirmed”, “not accepted”, or “accepted”. In addition, for documents that do not need to be submitted, such as daily work reports corresponding to holidays at the work site, the message “Not required” is displayed.

In addition to the list of daily work reports, a search field 139 is displayed on the screen 130. Search field 139
Is for setting the type of the daily work report to be displayed, and can be selected from "all", "valid only", "edit required", and "confirmation required". The list of daily work reports displayed when the search field 139 is set to "confirmation required" is only the list requiring confirmation by the administrator, and the screen 130 'shown in FIG. 7 is obtained. Therefore, when the search field 139 is set to “confirmation required” on the screen (equivalent to the screen 130) displayed by selecting the option 122 displayed in blue on the screen 120, confirmation is required. Since there is no such document, nothing will be displayed in the document name list.

The options 131 and 13 are displayed on the screen 130.
In the list of daily work reports displayed as 2, 133, 134, 135, 136, etc., the display character color is different depending on the state, as in the case of the screen 110 and the screen 120. However, on the screen 130, green and gray are added as display character colors in addition to blue, yellow, and red.

For example, since the work daily report of the option 131 has not been submitted yet, it is originally displayed in red characters. However, since this work daily report is before the submission deadline, it is green here. It is displayed in characters. The work daily report of the option 132 has not been submitted yet and has not yet been submitted, so it is displayed in red characters. Since the daily work report of the option 133 is an unconfirmed one, it is displayed in yellow characters. Since the work daily report of the option 134 does not need to be submitted, it is displayed in gray characters. Since the daily work report of the option 135 has been rejected, it is displayed in red characters. Since the work daily report of the option 136 has been accepted, it is displayed in blue characters.

This screen 130 is generated by the display processing unit 6 in accordance with an instruction from the document management unit 1. The document management unit 1 has a document submission deadline managed by the deadline management unit 4 and a document stored in the document DB 2. The display processing unit 6 is instructed to display the display color of the site name list based on the above.

On the screen 130, a browse instruction button 137 is also displayed.
When the corresponding work daily report has not been submitted, the document management unit 1 reads the corresponding work daily report file from the document DB 2 and the client 22-1
Send to. Then, in the client 22-1 that has received the file, the application is activated as needed and the file is displayed. Thus, the person in charge of management browses and confirms the desired document, and determines acceptance / rejection of the document. Then, in response to the decision, the person in charge of management changes the state shown in the confirmation status column 138. It should be noted that the management person in charge may be allowed to edit the document, and if the document is not accepted, a comment for the person in the field may be added.

By the way, here, the confirmation of the daily work report has been described, but since the basic processing is the same for other documents selectable on the screen 120, the description thereof will be omitted. Further, the processing is the same for other sites that can be selected on the screen 110, and therefore the description thereof will be omitted.

When the person in charge of management presses the option 102 on the screen 100, the document display method is
The only difference is that each report is different, so the explanation is omitted. Further, in the screen 100, when the manager in charge presses the options 103 and 104, the totalized result is displayed. The display of the totaled result is the same as the totalized display by the head office manager described later. Therefore, the description here is omitted.

Next, the operation of the report management server 11 will be described with reference to an example of a screen displayed for the field staff.

When the person in charge of the site operates the client 42-1 of the site office 40-1 to access the report management server 11 and completes the necessary authentication processing and logs in,
A screen 220 shown in FIG. 8 is displayed on the display of the client 42-1. The screen 220 is basically the same as the screen 120 described above, and includes a display instruction 221 and the like for switching the setting of "display" / "non-display" for each document type, and each document name has options 223 and the like. Will be listed as.

On the screen 220, a search field 225 is displayed in addition to the document name list. The search field 225 is
The type of document name list to be displayed is set, and "all", "confirmation required", and "edit required" can be selected. In FIG. 8, the search field 225 is set to “edit required”, and the list of document names displayed is only the one that the person in charge of the site needs to edit.

The document name list displayed as the options 223 and the like on the screen 220 has a different display character color depending on its state, as in the case of the screen 120 described above. However, in FIG. 8, since the search field 225 is set to “edit required”, there are documents of “not submitted” and “not accepted” like the “work daily report” of the option 223. Only displayed in red characters.

This screen 220 is generated by the display processing unit 6 in accordance with an instruction from the document management unit 1, but the document management unit 1 manages the document submission deadline managed by the deadline management unit 4 and the documents stored in the document DB 2. The display processing unit 6 is instructed to display the display color of the site name list based on the above.

Next, the person in charge of the field selects option 2 on the screen 220.
When 23 is selected, the display on the display of the client 42-1 transits to the screen 230 shown in FIG.

This screen 230 basically corresponds to the above-mentioned screen 130, and a list of "daily work reports" corresponding to the options 223 is displayed. This list is displayed as options 231, 232, 235 and the like for each date of the daily work report. An edit instruction button 237 or the like is displayed for each option, and the person in charge of the site edits the edit instruction button 237.
When the user presses, etc., the edit screen of the corresponding daily work report is displayed. In addition, in the confirmation status column 238 of each option,
The status of the documents (work daily report) is displayed. For documents that have not been submitted, it is indicated that they have not been submitted, and for documents that have been submitted, they are in the “not accepted” state. Is shown.

Further, on the screen 230, a search field 239 is displayed in addition to the list of daily work reports. Search field 239
Is for setting the type of the daily work report to be displayed, and can be selected from "all", "valid only", "edit required", and "confirmation required". In FIG. 9, search field 2
Since 39 is set to "need to edit", the list of the daily work reports to be displayed is only the one that the person in charge of the site needs to edit.

The options 231 and 23 are displayed on the screen 230.
In the list of daily work reports displayed as 2, 235 and the like, the display character color differs depending on the state as in the case of the screen 13 described above, but in FIG. 9, only the daily work report that needs to be edited is displayed. Is displayed, all are displayed in red or green.

This screen 230 is generated by the display processing unit 6 in accordance with an instruction from the document management unit 1. The document management unit 1 manages the submission deadline of the document managed by the deadline management unit 4 and the document stored in the document DB 2. The display processing unit 6 is instructed to display the display color of the site name list based on the above.

On the screen 230, the edit instruction button 237 is also displayed.
If the corresponding work daily report has not been submitted, that is, if the new work is to be newly created, the document management unit 1 reads the work daily report format from the format DB 3 and creates a new file. Generate and transmit the generated file to the client 42-1. On the other hand, when the corresponding document is unacceptable, that is, when the already submitted one is edited, the document management unit 1 reads the corresponding work daily report file from the document DB 2 and sends it to the client 42-1. To do.

Then, in the client 42-1 that has received the newly generated file or the submitted file, the application is activated as necessary, and the edit screen of the file is displayed. As a result, the person in charge of the site fills in the necessary items and edits the document. The document edited by the person in charge of the site is transmitted to the report management server 11 when the storage is instructed, and the document management unit 1 documents the document DB 2
Stored in. Then, the state of the document is changed to unconfirmed.

When editing a document, the document being edited may be temporarily saved midway. In this case, the state of the document remains unsubmitted or unaccepted, and the editing is completed later. Then, when it is officially saved, the status of the document is changed to unconfirmed.

By the way, here, the confirmation of the daily work report has been described, but since the basic processing is the same for other documents selectable on the screen 220, the description thereof will be omitted.

Next, the operation of the report management server 11 will be described with reference to a screen example displayed for the head office manager.

The head office manager is the client 1 of the head office 10.
When the user operates 2-1 to access the report management server 11, completes the necessary authentication processing, and logs in, the client 12-1 displays the screen 10 shown in FIG.
A menu screen (not shown) corresponding to 0 is displayed. When the head office manager selects the item corresponding to the option 103 on this menu screen, the display of the client 12-1 is
The screen changes to the screen 340 shown in FIG. This screen 340
Shows a totaling result of various data for each site, and the content thereof is shown in the totaling result column 341. In addition, a detail display instruction button 342 is displayed in the aggregation result column 341, and the head office manager can confirm the details of each aggregation result by pressing the detail display instruction button 342.

The type of data displayed on this screen 340 is preset, and the totalization processing unit 5 performs totalization processing according to an instruction from the document management unit 1, and the display processing unit 6 uses the result based on the result. It is generated.

Further, the head office manager can display the screen 1 shown in FIG.
Option 104 on the menu screen (not shown) corresponding to 00
When the one corresponding to is selected, the display of the client 12-1 transits to the screen 350 shown in FIG. This screen 350 shows a result of totaling various data at a plurality of sites. Each site name has an option 352 along with a display instruction 351 for switching the setting of “display” / “non-display” for each branch. Listed as etc. Each list contains
The detail display instruction button 353 is displayed together with the totalization result, and the head office manager can confirm the details of the totalization result at each site by pressing the detail display instruction button 353.

The type of data displayed on the screen 350 is preset, and the totalization processing unit 5 performs totalization processing in accordance with an instruction from the document management unit 1, and the display processing unit 6 performs the totalization processing based on the result. It is generated.

In the above description, different screens are displayed for the three persons, that is, the person in charge of management, the person in charge of the field, and the person in charge of the head office, but it is also possible for each person to display another screen. .

By the way, so far, the client 42-1
Although the operation of the report management server 11 has been described with reference to examples of screens displayed in, etc., in many of the screens referred to, depending on the state of documents (unsubmitted, unconfirmed, rejected, accepted),
The display character color was changed. Therefore, the flow of changing the display character color will be described with reference to FIG. However, the explanation here is the flow of changing the display character color for each document unit, and if it is in a higher layer, for example, the site name list, etc. Character display, yellow character display is included when lower layer does not include red character display, and blue character display is displayed when lower layer does not include red character display and yellow character display. Become.

Each document is displayed as a list at the time of generation before the deadline, and at this time, the display character color of the document is green (step 401). Thereafter, when the deadline elapses without editing or submitting the document by the person in charge of the site (NO in step 402) (step 40).
3 is NO), the document has not been submitted, and the display character color is red.

Next, when the document in the generated state or the unconfirmed state is edited and submitted by the person in charge of the site (YES in step 402), the document is in the unconfirmed state and the display character color is yellow (step 405). ).

After that, the person in charge of management confirms the unsubmitted document (YES in step 406). If the confirmation result is unacceptable, the document becomes unacceptable.
The display character color is red (step 408). Documents that have become unacceptable will remain red in color until the site personnel edit / resubmit (NO at step 409), and the site personnel will edit / resubmit. (YES in step 409), the document is in the unconfirmed state, and the display character color is yellow (step 40).
5).

On the other hand, the document accepted by the person in charge of management (YES in step 407) is in the acceptance state, and the display character color is blue (step 410).

The state of the document is automatically changed by the system, except that the management person determines acceptance / rejection based on the result of the confirmation.

By the way, even when the reporting system according to the present invention is used, the outline of the processing flow performed by the person in charge of the site or the person in charge of management is as described with reference to FIGS. 19 and 20. Is the same as. However, the contents of each process are different from the conventional ones, and compared to the conventional ones, it is possible to report and manage them easily and appropriately.

FIG. 13 is a diagram showing the case of applying the present invention to FIG.
It is a figure which showed the processing content in each step shown in FIG. 9 and FIG.

First, as for the confirmation of the report requiring the processing in step 801, the person in charge of the field has conventionally confirmed the details in the management person in charge by telephone or e-mail. The person only needs to access the report management server 11 and display the report list of his / her own site.

In the process of newly creating or editing a document in step 803, conventionally, a new file was created and created, or a target file was searched and edited. By simply selecting a document to be processed, the application starts a new file or a file to be edited.

In the process of submitting and re-submitting documents in step 804, a file which has been created or edited and attached to an e-mail and sent to an administrator in the past only saves the created or edited file. It becomes processing. In addition, a formal error can be detected by the automatic check function of the application when saving.

Further, in the document confirmation processing of step 811, the person in charge of management conventionally takes out a file from the received mail, sorts the taken out file for each site, and confirms each sorted file. , You can check the documents by simply selecting the ones that require confirmation from the listed documents, and immediately confirm the result with "Accept" /
It can be classified as “not accepted”.

In the submission instruction processing of step 813, the administrator conventionally instructed the person in charge of the site by telephone or e-mail, but this reporting system does not need to do anything and is necessary. According to the above, the manager will instruct the person in charge of the site by telephone or email for details.

By the way, so far, the description has been centered on deadline management of reports and the like submitted from the site, but it is also possible to use the report management server 11 to support the preparation of reports and the like.

[0100] The person in charge of the field usually performs work such as patrolling the site in the daytime, and creates a report or the like after the work is completed. In the preparation of reports, etc., it is necessary to confirm the state of the site at the time of patrol and to confirm with each person in charge of work.
It often requires a lot of work. Therefore, during the work such as patrol, the person in charge of the site and each person in charge of work are
A: Personal Digital Assist
ance) and carry this PDA with the report management server 11
Information will be exchanged to support the preparation of reports, etc. by connecting with.

FIG. 14 is a diagram showing a configuration for supporting the preparation of a report or the like using the report management server 11. As shown in the figure, at the worksite 60, the worksite staff 45 and the work staff 46 are the PDA 61,
Carry the DA62. This PDA61 and PDA62 are
Each can be connected to the report management server 11 via the Internet 50.

Note that the PDA 61 and PDA 62 do not necessarily need to connect to the report management server 11 via the Internet 50, but connect to the AP (access point) connected to the LAN 14 as shown in FIG.
You may make it communicate with the report management server 11. In addition, a wireless LAN is built on site 60, and this wireless L
You may make it connect with the report management server 11 via AN.

Next, the flow of the process for supporting the preparation of a report or the like in the configuration shown in FIG. 14 or 15 will be described. FIG. 16 is a flowchart showing the flow of the process of supporting the creation of a report or the like.

First, the PDA 61 (or PDA 62)
When the report management server 11 is accessed from (step 501), the report management server 11 performs the authentication process (step 510). When the authentication is successful, the display processing unit 6
1 creates a menu for display on the PDA 61 (step 511). At this time, the report management server 11
Creates a menu for the on-site staff 45 for access from the PDA 61, and creates a menu for the work staff 46 for access from the PDA 62. Then, the report management server 11 transmits the created menu to the PDA 61 (step 512), and the PDA 6
1 displays the received menu (step 51).
3).

Next, when the on-site staff member 45 operates the PDA 61 to select a desired menu from the displayed menus (step 503), the report management server 11 receives the operation and the document management unit 1 causes the document management unit 1 to send the document. The document corresponding to the operation is retrieved from DB2 (step 513). Document Management Department 1
When it is determined that a new document needs to be created as a result of the search (YES in step 514), the document is newly created based on the format managed by the format DB 3 (step 515). Then, the retrieved or created document is converted into a displayable / editable format and transmitted to the PDA 61 (step 516). The conversion format of documents is PDA
It is converted into a file or a web page that can be processed by 61 applications.

On the other hand, the PDA 61 which has received the document displays the document (step 504). Then, when the on-site person 45 edits the document (step 505) and saves it (step 506), the document is transmitted to the report management server 11 and registered in the document DB 2 (step 517).

Next, a display screen example when a document is displayed on the PDA 61 will be described. FIG. 17 is a diagram showing a display screen example when a document is displayed on the PDA 61.

The screen 600 shown in FIG.
A registration content display field 602 is displayed. Edit column 601
Is an input field for the field staff 45 and the like to edit the document. In the edit field 601, the operability of the PDA 61 and the like is taken into consideration, and the input of characters is avoided as much as possible. For example, the name of the registrant, that is, the name of the editor is P
Based on the result of the authentication performed when accessing the report management server 11 from the DA 61, the report management server 11 inputs it in advance.

Further, with respect to other information, for example, a trader's name, etc., a plurality of candidates can be determined because the traders engaged in the business are usually limited. Therefore, when inputting this information, the person in charge of the field 45 or the like presses (selects) the selection instruction button 611 to post a candidate of the trader name to be input, and by selecting the desired trader name from here. , Be able to substitute for character input.

Further, in the instruction content description field 612 for describing the instruction content, it is necessary to enter a plurality of items, so that a plurality of items can be selected and input from another screen (not shown) or the like.

There is no problem even if the characters can be directly input for each information input.

The registration contents display field 602 displays a list of registration contents entered in the editing field 601, and the on-site staff member 45 confirms the display contents and registers the document.

In the example of the display screen shown in FIG. 17, the editing of the document is taken as an example. However, the document is simply displayed and the field staff 45 and the work staff 46 confirm the document. The PDA 61 or PDA 62 can also be used for browsing.

As described above, by using the PDA 61, the on-site person in charge 45 can input necessary information in the report when patrolling the site, and at any time can confirm items to be confirmed at the time of patrolling. Becomes Also, PDA6
The information entered in 1 can also be edited later by the client 42 or the like.
The information input in A62 can also be acquired, and a report or the like can be easily created.

Up to now, the case where the report management server 11 is used for the management of reports as the reporting system shown in FIG. 1 has been described, but the range of use of the report management server 11 is expanded and other reports are used. It is possible to manage all documents used.

FIG. 18 is a diagram showing the configuration of a document management system obtained by expanding the reporting system. As shown in the figure, in the document management system, in addition to the system shown in FIG.
Also connects to the report management server 11. Then, the report management server 11 manages various documents such as a plan, a purchase order, and a meeting document in addition to the management of the report.

In addition, the specialized construction company 70 and the equipment supplier 8
0 indicates a client 72 and a client 82, respectively.
In addition to accessing the report management server 11 by the
65 is used to access the report management server 11.

Further, the person in charge 33 of the branch 30 and the carrier 9
0 driver 91 is also PDA63, PDA66 respectively
To access the report management server 11.

With such a configuration, for example, the branch 30
When the person 33 in charge of the meeting and the person 71 in charge of the professional construction company 70 hold a meeting, regardless of the place where the meeting is held, by using the PDA 63 and PDA 64, the necessary documents are always browsed. It is also possible to register the meeting contents immediately. Further, by using the PDA 66 by the driver 91, it is possible to easily confirm the timing of bringing in the materials and equipment to the site 60, and it is possible to easily perform many operations.

Note that the system configuration shown in FIG. 18 is an example, and the report management server 11 can be used with other configurations, and the report management server 11 itself also uses ASP. It should be added that it can be realized by other configurations.

[0121]

As described above, according to the present invention, the management of the documents and the submission deadline is performed centrally, and at the time of creating a new document a certain time before the submission deadline and displaying the documents in a list. Since it is configured to display the color letters of documents that require warnings such as the deadline for submission, and to edit and browse documents by selecting a list, site personnel and management personnel browse the document list. It is possible to determine the document that needs to be processed only by itself, and it is not necessary to inspect the document to be processed, so that the document can be easily processed.

Further, by centrally managing the documents, it becomes possible to easily and quickly perform processing such as totalizing the managed documents.

Furthermore, by using the portable information terminal,
It is possible to create and browse documents at any time without choosing a location.

[Brief description of drawings]

FIG. 1 is a block diagram showing a configuration example of a reporting system.

FIG. 2 is a block diagram showing a functional configuration of a report management server 11.

FIG. 3 is a diagram (1) showing an example of a display screen.

FIG. 4 is a diagram (2) showing an example of a display screen.

FIG. 5 is a diagram (3) showing an example of a display screen.

FIG. 6 is a diagram (4) showing an example of a display screen.

FIG. 7 is a diagram (5) showing an example of a display screen.

FIG. 8 is a diagram (6) showing an example of a display screen.

FIG. 9 is a diagram (7) showing an example of a display screen.

FIG. 10 is a diagram (8) showing an example of a display screen.

FIG. 11 is a diagram (9) showing an example of a display screen.

FIG. 12 is a flowchart showing a flow of changing a display character color.

FIG. 13 is a view when the present invention is applied, and FIG. 14 and FIG.
6 is a diagram showing the processing contents in each step shown in FIG.

FIG. 14 is a diagram (1) showing a configuration for supporting creation of a report or the like using the report management server 11.

FIG. 15 is a diagram (2) showing a configuration for supporting the creation of a report or the like using the report management server 11.

FIG. 16 is a flowchart showing a flow of a support process for creating a report or the like.

FIG. 17 is a diagram showing an example of a display screen when a document is displayed on the PDA 61.

FIG. 18 is a diagram showing a configuration of a document management system that is an extension of the reporting system.

FIG. 19 is a diagram showing a flow of report processing on the side of the field staff.

FIG. 20 is a diagram showing a flow of a report process on the management staff side.

FIG. 21 is a diagram showing the processing content in each step shown in FIGS. 14 and 15.

[Explanation of symbols]

1 Document Management Department 2 documents DB 3 format DB 4 Deadline Management Department 5 Total processing section 6 Display processing unit 7 Transmitter / receiver 10 head office 11 Report management server 12-1, 12-2 Client 13 GW 14 LAN 15 AP 20 branches 22-1, 22-2 Client 23 GW 24 LAN 30 sales offices 32-1 and 32-2 clients 33 person in charge 40-1, 40-2, 40-3 Field office 42-1, 42-2, 42-3 Client 45 Field staff 46 worker 50 Internet 60 sites 61 PDA 62 PDA 63 PDA 64 PDA 65 PDA 66 PDA 70 Professional construction company 71 Person in charge 72 clients 80 Equipment supplier 81 Person in charge 82 clients 90 carriers 91 driver 100 screens 101 options 102 options 103 options 104 options 105 search field 110 screens 111 Display instruction 112 options 113 options 114 options 115 Detailed display instruction button 116 Sort designation column 117 Search field 120 screens 121 Display instruction 122 options 123 options 124 options 125 search field 130, 130 'screen 131 options 132 options 133 options 134 options 135 options 136 options 137 Browse instruction button 138 Confirmation status column 139 Search column 220 screen 221 Display instruction 223 options 225 Search field 230 screens 231 options 232 options 235 options 237 Edit instruction button 238 Confirmation status column 239 search field 340 screen 341 Total result column 342 Detailed display instruction button 350 screen 351 Display instruction 352 options 353 Detailed display instruction button 600 screens 601 edit column 602 Registration details display column 611 Selection instruction button 612 Instruction description field

Claims (12)

[Claims] 1. A document management system for managing various documents used in civil engineering / construction work, etc., and a document management unit for managing various documents submitted from a site to a person in charge of management, and the document management unit managing the documents. A deadline management unit that manages each submission deadline of the document, a new generation unit that creates a new document based on the submission deadline managed by the deadline management unit, and a list of documents managed by the document management unit. Various information including a list generation unit that generates warning information for each document, a list generated by the list generation unit, and a document managed by the document management unit that is designated based on the list. A document management system, comprising: a transmission / reception control unit that transmits / receives data via a network. 2. The list generation means changes the character color of the generated list based on the state of the document including the state in which the submission deadline managed by the deadline management means has passed without being submitted. Claim 1
Document management system described. 3. The new generation unit requests the document management unit to manage the corresponding document before the time set for each document type from the submission deadline managed by the deadline management unit, and the document is The document management system according to claim 1, wherein the document is generated based on a predetermined format when the document is designated based on the list generated by the list generation means. 4. A document management system for managing various documents used in civil engineering / construction work, etc., which is created on the basis of a form management means for managing the formats of various documents and a format managed by the format management means. A document management unit that manages the generated document, a document format conversion unit that converts the document managed by the document management unit into a format that can be processed by the portable information terminal, and a terminal device that is connected via a network. Document transmitting means for transmitting the document managed by the document managing means, and transmitting the document converted by the document format converting means to the portable information terminal, and receiving the document from the terminal device or the portable information terminal, A document management system comprising: a document registration unit that registers the received document in the format management unit. 5. The document format converting means, when converting a document managed by the document managing means, pre-fills uniquely identifiable items among the items to be entered in the document and other items to be entered. 5. The document management system according to claim 4, wherein a plurality of candidates to be filled in are input in a selectable format. [Claim 6] In a document management method for managing various documents submitted from a person in charge of civil engineering / construction work to a person in charge of management via a network, a submission deadline set for each type of report is managed, Generates a report corresponding to a predetermined time before the submission deadline, manages the generated report together with its status, and when the report is edited or viewed, the status corresponding to the report And a warning for urging the person in charge at the site and the person in charge of management to perform processing based on the state. 7. When the person in charge of the site edits the report, it is confirmed that the report is submitted to the person in charge of management when the editing is completed, and the report remains unsubmitted, 7. The document management method according to claim 6, wherein the warning is issued when the submission deadline has passed. 8. The warning is issued by changing the presenting method when presenting a list of managed reports to the field staff and the management staff. The document management method according to claim 6. 9. A document management method for managing various documents used in civil engineering / construction work, etc., managing formats of various documents and managing documents created based on the formats, through a network. A document managed by the document management means to a terminal device connected to the portable information terminal, the document is converted to a format that can be processed by the portable information terminal and transmitted to the portable information terminal, A document management method comprising receiving a document from the portable information terminal and registering the received document. 10. In the conversion, among the items to be entered in the document, items that can be uniquely specified are previously entered, and a plurality of candidates to be entered in other items are entered in a selectable format. 10. The document management method according to claim 9, further comprising: 11. A document management program for causing a computer device connectable to a network to manage various reports submitted from a person in charge of civil engineering and construction work to a manager in charge, set for each report type. The step of managing the submitted deadline, the step of generating a report corresponding to a predetermined time before the submission deadline, and the step of managing the generated report together with the status thereof, and editing or browsing the report. In this case, the method further comprises a step of changing the state corresponding to the report, and a step of issuing a warning urging the person in charge at the site and the person in charge of management to perform processing based on the state. Document management program to do. 12. A document management program for causing a computer device connectable to a network to manage documents for managing various documents used in civil engineering and construction work, and a format management means for managing the formats of various documents. A document management unit that manages a document created based on the format managed by the format management unit; and a document format conversion unit that converts the document managed by the document management unit into a format that can be processed by a mobile information terminal. A document transmission unit that transmits a document managed by the document management unit to a terminal device connected via a network, and transmits the document converted by the document format conversion unit to the mobile information terminal; A document registration means for receiving a document from the terminal device or the portable information terminal and registering the received document in the format management means. Document management program characterized by operating at data device.