JP2004302613A - Electronic decision processing method, electronic decision processor, program, and recording medium - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide an electronic decision processor and its method for supporting decision processing so that the processing can be flexibly performed on pictures in accordance with the states of matters and the states of an organization. <P>SOLUTION: In the electronic decision processor provided with an undecided box screen, a decided box screen, a decision screen, a decision route for setting the decision route of a document, a tag input for inputting tags or comments for the matters, a tag display screen for displaying tags, a matter history screen, a matter retrieval screen, and other screens, parallel addition, serial addition, deletion, change, and reception in the decision route are set, substitutive decision, post reading, etc. are explicitly displayed, tags or comments are inputted and displayed, and the subjects are retrieved. <P>COPYRIGHT: (C)2005,JPO&NCIPI

Description

[0001]
TECHNICAL FIELD OF THE INVENTION
The present invention relates to an electronic approval processing apparatus and a method for managing processing from the submission of a case to the approval of a plurality of persons using a computer.
[0002]
[Prior art]
Invoicing the matter and submitting one or more decision-makers (the decision here includes all of the series of deliberation acts related to the matter such as examination, approval, consultation, decision, etc. (Including all cases), the decision is made based on the content of the matter and the organizational structure, and the circulation is determined by the workflow management that manages the decision flow by either manually circulating the matter or making the matter electronic data. Processing. Here, the workflow management is an electronic decision processing method in which decision scenario information that defines the order of decision of a case is prepared for each case, and the cases are sequentially circulated based on this information to make a decision.
[0003]
Regarding such an electronic decision processing method, there is the following as a conventional technique (for example, see Patent Document 1). Japanese Patent Laid-Open No. 2005-157,086 manages the decision making scenario, the decision making person, the decision making scenario, and the decision making order for each form (case), and receives the form (case) from the originator when this form (case) is received. Based on the decision scenario information for the case, based on the decision scenario information, the originator of the form (case), each decider, the order of the decision, and the contents of the decision are managed as the decision status information. A method is disclosed in which a decision is requested from each decider in accordance with the decision order, and the information of the decider who made the decision and the contents of the decision are updated in the decision status information and managed. According to this method, since a decision is requested from the decider in accordance with the order of decision and the information of the decider and the contents of the decision are managed, the decision is properly and promptly made in accordance with the decider and the decision order managed for each form (item). Is performed, and the processing status of the decision can be checked quickly. Furthermore, there is an effect that even if a decision-maker changes due to a personnel change or the like, the decision-making process can be performed without error.
[0004]
[Patent Document 1]
JP-A-11-272777 (paragraphs [0006]-[0013])
[0005]
[Problems to be solved by the invention]
However, as the matter is managed by the workflow management, if the support for the decision can be flexibly and easily provided from the screen handled by the decider in the flow of the decision processing, the decision processing can be performed more quickly. As a means for this support, the operator can flexibly change the approval route by screen operation according to the situation of the case at that time and the organizational situation, and the drafter can be aware of even the approval route inside other departments. If the route can be set without using a route, the operational burden can be reduced. Further, if it is possible to flexibly and quickly make a decision on a case when an operator is absent, efficiency of case processing is improved. Furthermore, if additional information can be added when making a decision on a case, the decision can be made based on an appropriate decision. Furthermore, if the necessary matter can be immediately retrieved and the operability when circulating on a different medium such as a paper base synchronized with the electronic data can be improved, the approval process can be performed quickly and accurately. it can.
[0006]
SUMMARY OF THE INVENTION It is an object of the present invention to provide an electronic approval processing apparatus and a method thereof that can support the approval process flexibly from a screen according to the status of a case and the status of an organization.
[0007]
[Means for Solving the Problems]
In order to solve the above-mentioned problems, the electronic approval processing device has an undecided box screen, a decision screen, a decision route screen, and the like, in order to be able to flexibly and easily perform a decision process by a screen operation according to the status of a case or the status of an organization. Other screens are provided. On the decision route screen, it is possible to add, delete, or change the route in the middle of the decision so that the decision route can be handled flexibly, and parallel addition and serial addition settings are provided. In addition, the circulation after the approval can be set by the approval route, so that the matter can be circulated again in the organization in order to inform the user of the final result. Further, "acceptance" is provided in the decision making route so that the drafter does not have to be aware of the decision making route in another department. The acceptance is a decision route of a department other than the department to which the drafter belongs, and the drafter need only be aware of the decision route of his / her department. Also, the route of another department can be set flexibly. On the decision route screen, the proxy approver can check whether or not the review has been performed for the review process of the proxy decision matter. Furthermore, in order to facilitate the case processing in consideration of the organization, a concurrent staff member who also has the responsibility of another department can select his / her position and process the case.
[0008]
In order to flexibly and promptly approve a case, "pull up" is enabled on the undecided box screen. The "pull up" is a process in which an operator in the order prior to the operator does not approve and raises it in his own undecided box to approve it. As a usage, when the previous operator is absent and approval cannot be made, the processing can be promptly performed according to the situation of the organization at that time. In addition, it enables a proxy approver to make a proxy decision on an urgent matter such as when the authorizer is absent. The approval screen allows non-approval. This is a method of circulating to a later person without approval or return, and can be processed quickly by circulating the matter without stopping the matter.
[0009]
It is possible to display the contents of a plurality of attached materials (attached files) attached to an item at a shifted position, and to attach a tag or a comment to the item. By attaching a tag, the contents of the matter can be supplemented, and by attaching a comment, the operator can convey his / her thoughts to the drafter or a later operator. In addition, the decision maker can see the comments of others and use it as a basis for making a decision. As a result, the matter can be appropriately determined, and the processing determination of the matter does not need to be mistaken.
[0010]
Further, in order to improve the operability of the case decision, a filter is provided on the undecided box screen so that the case to be decided can be found immediately, and the filtering can be performed by the filter condition. In addition to the electronic data, a sending slip can be created to facilitate the operability of circulation on a paper basis. If the material is circulated on a paper basis, the same contents as the circulation route of the electronic data are printed and attached as the head of the material for circulation. As a result, a route can be reliably routed without mistake. Details will be described in embodiments of the invention.
[0011]
BEST MODE FOR CARRYING OUT THE INVENTION
Hereinafter, an electronic approval processing apparatus and a method thereof according to the present invention will be described in detail with reference to the drawings. FIG. 1 is a configuration diagram of an electronic settlement processing apparatus according to an embodiment of the present invention. The electronic settlement processing apparatus 1 forms a base (infrastructure) of a so-called business system specialized in business such as a financial accounting system 2, a document management system 3, and a general affairs office system 4 used in the administration and each company. Users (employees, employees) use each business system from a PC (Personal Computer) 7 through a portal system 5. Of course, each business system may be used directly from a PC through a communication line. The electronic settlement processing apparatus 1 mainly includes a communication unit 1a, a processing unit 1b, a screen display unit 1c, and a DB management unit 1d. The communication means 1a sets information on the setting of a decision route of each business (financial accounting, document management, general affairs), or information related to the decision such as approval, return, non-approval, etc., input by the user based on the screen displayed on the PC 7. The screen information is received or transmitted in response to a request from the screen display means 1c. The processing means 1b is configured to perform processing from the drafting of a case to be performed by the user to the approval of a plurality of persons based on the received information by means such as workflow management. In the case database (case DB) 6, information on the case used by the electronic approval processing apparatus 1, decision route information, attached materials, and the like are stored based on the DB management unit 1 d.
[0012]
[Draft and approval]
2 to 9 are diagrams showing a flow of a user operation in the electronic settlement processing method. Here, the user includes a person who issues a matter, a person who examines the matter, a person who approves the matter, a person who discusses the matter, and a person who makes a decision. Hereinafter, the operator will be referred to unless otherwise specified. FIG. 2 is a diagram showing a flow from the drafting of a matter to the approval. The drafter of the matter starts the business program (ST21), displays a matter drafting screen (not shown) from the portal screen, and creates a matter on the business system (ST22). When the matter draft screen is displayed, for example, if the matter is related to financial accounting, financial information is input from the business DB. After creating the case, the drafter sets a decision route on the decision route screen 12 shown in FIG. 12 described later with reference to the superior table in which the job system is registered (ST23). The decision route is a route through which a case flows to conduct a discussion, approval, decision, and the like of the case. Information on the drafted case and the decision route are stored in the case DB and the business DB.
[0013]
The operator selects an undecided box containing an undecided matter in order to perform examination, approval, discussion, and decision (hereinafter referred to as decision unless otherwise specified) (ST24). In this case, for example, information corresponding to an undecided box is selected from the portal screen, and an undecided box screen 10 shown in FIG. 10 described later is displayed. Since a list of cases to be processed by the operator is displayed on the undecided box screen 10, the case is selected (ST25) and the decision screen 11 shown in FIG. 11 is displayed. Next, a decision (ST26) can be made on the decision screen 11.
[0014]
When inputting a tag or a comment to a matter at the time of a decision, the operator inputs a tag or a comment on the tag input screen 14 (ST27). At the time of decision, a sticky note or a comment of another operator is displayed on the sticky note display screen 15 (ST28) to be used as a judgment material. If there are many cases, a temporary search condition is set on the search condition setting screen 16 (ST29), and a case is selected.
[0015]
FIG. 10 shows an undecided box screen 10 displaying a list of undecided cases. The undecided box screen 10 is a screen on which the operator displays a list of undecided cases, and the items and display conditions of the list are based on the settings of the personal tray (not shown) created in advance by the operator. Will be displayed. At the top of the screen, a screen title 1001 (undecided box in the example of FIG. 10), a staff name 1003, a department 1002, and a staff number 1004 are displayed. Below the title, the name 1005 of the transition source screen to the undecided box screen 10 is displayed. In this example, the transition is from the staff portal screen.
[0016]
The pending box screen 10 is provided with a case list display area 1027, and when the number of cases to be displayed is large, the operator selects a filter condition with a filter (combo box) 1006 and selects a case that meets this condition. It can be displayed in the case list display area 1027. For example, financial accounting is selected by a filter (combo box) 1006, and a financial accounting matter is displayed by a display button 1024. In the case of document management, a financial management matter is displayed. The operator can classify and display cases by selecting this filter (combo box) 1006, so that related cases and the like can be decided collectively, which is convenient for operation. The approval date 1007 is the date when approval was made, and is the system date unless otherwise specified. In the case of specification, when a change button 1008 is clicked, a transition is made to a calendar setting screen (not shown), and a date can be set by selecting from the calendar setting screen. Further, on the undecided box screen 10, radio buttons for selecting an operation relating to the case list are set. The radio buttons include a decision waiting 1012, a proxy decision 1013, a withdrawal 1015, and a reception tray 1016. When each of them is selected and the display button 1024 is clicked, a list of applicable cases is displayed. When the operator waits for a decision 1012, a list of cases awaiting the operator's decision is displayed. When the operator selects the radio button of the proxy decision 1013 and selects the staff member displayed in the proxy decision (combo box) 1014, the operator enters the proxy decision manager. Is displayed, and when the user selects the pull-up 1015, a list of cases for which the operator is scheduled to make a decision is displayed. When the radio button of the reception tray 1016 is selected and the organization name displayed in the reception tray (combo box) 1017 is selected, a list of cases in the reception tray of the relevant organization is displayed. By using these, the operator can display a list of matters other than the matter waiting for approval and make a decision. The operator can click the display button 1024 to display a case that satisfies the above condition in the case list display area 1027 and also display the number of cases 1025 acquired at this time. By displaying the number of cases, the operator can grasp the total number of cases in the case list.
[0017]
In the case list display area 1027, a personal tray (not shown) is searched with the staff number taken over from the transition source screen, and is displayed on the condition of a display item, a display width, and the like set in the personal tray. In this example, selection items 1018, processing 1019 such as approval and approval, processing state 1020, arrival date and time 1021, and subject 1022 are displayed items. The selection check box 1023 of the case list allows the checked case to be a target case for collective approval. The operator selects a matter to be settled from the case list, checks the check box 1023 and clicks the approval button 1009 to perform collective approval. Further, on the undecided box screen 10, a transition can be made to a decision screen 11 (see FIG. 11) for making a decision for each individual case separately from the collective decision. This is convenient when the operator examines the contents of the case, for example, by clicking the subject 1022 in the case list. The decision screen 11 will be described later. Further, when the search button 1010 is clicked, the screen transits to a search condition setting screen described later, and when the close button 1011 is clicked, the undecided box screen 10 is closed.
[0018]
As described above, since the undecided box screen 10 can classify a large number of cases by the filter condition, the operator can efficiently process the classified cases by batch approval. In addition, since a list of cases such as awaiting decision 1012, proxy decision 1013, pulling up 1015, reception tray 1016, etc. can be displayed, the processing can be performed more efficiently than a conventional paper-based processing.
[0019]
Next, the decision screen 11 will be described.
FIG. 11 is a decision screen for performing approval, return, and non-approval. The decision screen 11 is a screen in which the operator performs approval, non-approval, and return processing on individual cases, and is transited by clicking the subject of the case list on the undecided box screen 10. The description of the same content as the above-mentioned undecided box is omitted.
[0020]
The system type 1113 is the type of the business system that uses the approval screen 11, and can identify the financial accounting system 2, the document management system 3, the general affairs office system 4, and the like. The document number 1114 is the number of the case, and the subject 1115 is the name given to the case. In general, a document is attached to a case, and a file name 1118 and a file size 1119 attached to the case are displayed. When there are a plurality of file names 1118, they can be displayed in one column, and when they cannot be displayed in one column, they can be displayed and scrolled in a plurality of lines. In the display area 1121, the contents of the matter are displayed in a text display or the like, so that the operator can confirm the contents.
[0021]
When the title 1115 of the case is clicked, a form (case) is displayed in a separate browser on the left half of the screen. By clicking the file name 1118 of the attached material, the attached material can be displayed on the right half as an attached material screen (another browser). A form (item) screen (another browser) is displayed in the left half of the screen, and all the attached documents (another browser) that are displayed are displayed in the right half of the screen. Also, the top attachment is displayed on top, and each browser is displayed shifted.
[0022]
When the attached material is added to the case as described above, the decision screen 11 and the attached material can be displayed side by side, and the operator can make a decision by looking at the contents. Therefore, by using such a decision screen 11, the operator can compare the decision document with the attached document, so that the operator can efficiently confirm the contents of the case, for example, whether the billed amount is correct, and make a decision.
[0023]
The operator clicks an approval button 1106 to approve (approve) the displayed matter. When the button is clicked, the screen transitions to a decision route screen 12 described later, and the decision route can be confirmed and the decision can be made. If the user does not approve the case but does not send it back, he / she clicks a non-approval button 1107. When clicked, the screen transitions to the decision route screen 12 in the same manner. When the operator sends back the case, the operator clicks the send back button 1108. Similarly, the screen transitions to the decision route screen 12. The case history button 1109 is clicked when the operator views the processing history of this case, and when clicked, the screen transitions to a case history screen 13 described later. Further, the operator can attach a tag or a comment to the displayed matter. In this case, by clicking the tag button 1111, a transition can be made to a tag input screen described later. Further, the operator can refer to a tag relating to the matter or a comment of another operator. This reference can be made by clicking the tag button 1111 to shift to a tag display screen 15 described later. Finally, when the close button 1112 is clicked, the screen returns to the undecided box screen 10 described above.
[0024]
As a result, the operator can make a decision by referring to a tag or a comment of another operator as a reference.
[0025]
Although the sticky note input screen is not shown, it is possible to input a sticky note as auxiliary information for the case and to enter a comment when the operator has approved, disapproved, sent back, proxy approved, raised, etc. I do. The sticky note input screen is provided with a sticky note field in which a sticky note can be entered and a comment box in which a comment can be entered. The operator inputs a sticky note or a comment for this project in the sticky note box or the comment box, and clicks an OK button. Then you can register.
[0026]
FIG. 14 shows the tag display screen 15. In the sticky note display screen 15, past sticky notes and comments of the operator can be displayed, and when the operator wants to refer to the sticky notes or comments in the decision screen 11 shown in FIG. When the user clicks on 1111, the screen changes to the tag display screen 15 and can be referred to. The tag display screen 15 has a tag display field 1510 and a comment display field 1520. A tag and a comment related to the case indicated by the document number 1507 and the subject 1508 on the tag display screen 15 are displayed. The tag display field 1510 displays the name 1511, affiliation 1512, post 1513, and tag 1514 of the person who has input the tag. In the comment display column 1520, a comment 1525 is displayed for each of the processing history 1521, the name 1522, the affiliation 1523, and the position 1524. Since the comment 1525 is also displayed together with the processing history 1521, it can be referred to in order. An unnecessary comment 1525 can be deleted by selecting it with a check box 1526 and clicking a delete button 1530. Further, the user can input his / her own comment in the comment input list 1515.
[0027]
By inputting or displaying the sticky note or comment in this way, the operator can make a decision by referring to the sticky note or comment of another operator, and the drafter can confirm the reason for the return, etc. Therefore, there is an effect that the decision can be made efficiently.
[0028]
Although not shown in the search condition setting screen, the operator can temporarily set search conditions for the case list displayed on the undecided box screen 10. Therefore, the operator can narrow down the case list by the search condition from among a large number of displayed cases and display the case list. The search conditions include urgent, confidential, sticky, attached, separate, and proxy for the characteristics of the case. There are all radio buttons, urgent radio buttons, and normal radio buttons in the urgent case. To search for urgent items, select the urgent radio button. When all radio buttons are selected, urgent and normal cases are searched, and when a normal radio button is selected, non-urgent cases are searched. Similarly, when searching for a confidential matter, the confidential radio button is selected. In the case of a sticky note, when searching for a case with a sticky note, the user selects the Yes radio button. For attachments, click the Yes radio button to search for cases with attached materials. For separate delivery, click the Yes radio button to search for cases that have been sent on other media besides electronic data. In the case of a proxy decision, when searching for a proxy decision case, the respective radio buttons for proxy decision are selected. Further, by selecting a system type (combo box), it is possible to search for a matter of the selected business system. The decision category (combo box) indicates the title of a decision such as a department manager or section manager decision, the processing category (combo box) indicates a processing category such as approval or decision, and the status (combo box) indicates a process or unprocessed status. You can choose. As a direct search condition of a matter, a search can be performed by a document number or a subject. In addition, it is possible to select and search for a job belonging (combo box), which is a department to which the job belongs. Further, as another search condition, a search can be performed with a condition relating to date and time. As the elapsed days, it is possible to use, as a search condition, a case in which the number of days after the draft has elapsed with respect to the input number of days. In addition, the arrival date and time can be searched for by specifying a date range, and the date range can be specified on a calendar setting screen (not shown) by clicking a change button. The processing time limit can be set by specifying the date that is the processing time limit of the matter, and the corresponding matter can be searched in the set period.
[0029]
As a result, even if a large number of cases exist, the search can be performed under the above-described conditions, and the necessary cases can be processed preferentially.
[0030]
[Return of the project]
FIG. 3 is a flowchart for returning a case. FIG. 14 is a diagram illustrating a process in a case where an operator B returns a case. The return destination is the operator A or drafter who has already been approved. The operator B selects an undecided box (ST31). The selection of the undecided box is performed by, for example, selecting information corresponding to the undecided box from the portal screen and displaying the undecided box screen 10 shown in FIG. A case to be returned is selected from the displayed case list (ST32), and the decision screen 11 is displayed. When the return button 1108 displayed on the decision screen 11 shown in FIG. 11 is clicked, a transition is made to the decision route screen 12 shown in FIG. For example, an operator A (not shown in FIG. 12) as a return destination is selected on the decision route screen 12 (ST33), and the relevant case is returned (ST34). The decision route screen 12 will be described later.
[0031]
[Return of a completed case]
FIG. 4 is a flow chart in the case of returning the approved matter. FIG. 13 is a diagram illustrating a process in a case where an operator A returns an approved (determined) case. The operator A selects the determined box (ST41). The selection of the determined box is performed by, for example, selecting information corresponding to the determined box from the portal screen and displaying a determined box screen 17 shown in FIG. 15 described later. Since a list of cases that the operator has decided on is displayed on the decided box screen 17, the matter to be withdrawn is selected (ST42), the decided box is displayed from the decided box to the decided decision screen 1811 shown in FIG. 16, and the withdraw button is clicked. As a result, the retraction screen 19 is displayed. Next, withdrawal (ST43) can be performed on the withdrawal screen 19.
[0032]
FIG. 15 is a decided box screen displaying a list of decided (decided) cases. The decided box screen 17 is a screen that displays a list of decided cases decided by the operator. The operator can see the decided case list on this screen. The determined box screen 17 has a determined area list display area 1716 set therein. When a filter (combo box) 1710 is selected and a display button 1712 is clicked, a list of decided cases can be displayed in a display area 1716 based on the filter conditions. In the jump (combo box) 1711, a page number can be selected, and when the page number is selected, a list of resolved cases corresponding to the page is displayed in the display area 1716. If the number of displayed items per page is, for example, 20, the number of cases currently displayed and the total number of cases are displayed beside the jump (combo box) 1711. In this example, it is (1-20) / 45, and 1 to 20 cases are displayed, and the total number is 45 cases. Further, when the next button 1714 is clicked, a list of the determined cases on the next page is displayed. When the last page of the case is displayed, the user cannot click the next case. When the previous button 1713 is clicked, a list of the decided cases of the previous page is displayed. When the first page is displayed, the user cannot click the previous page. The display items of the list of the determined cases depend on the setting of a personal tray (not shown). The display items in FIG. 15 show, for example, the type of the case, the document number, the approval date, and the subject. When the operator wants to display each of the decided cases in detail, the operator can transition to the decided decision screen 18 shown in FIG. 16 by clicking the subject.
[0033]
As described above, the determined matter can be displayed, and the matter can be narrowed down and displayed by the filter, which is convenient in operation.
[0034]
FIG. 16 shows a decision screen for resolution used when pulling back a determined matter or changing a route. On the approved decision screen 18, the document number 1807, the subject 1808, and the contents of the draft document of the decided matter indicated by them are displayed in the display area 1810, and the attached file name and its file size are displayed. When the route is changed, the case is withdrawn, or the sending slip is created for the decided matter due to the change in the situation after the decision, the screen can be transited to each screen. In addition, it is possible to transit to the case history screen 13 to check the progress of the case, and to transit to the sticky display screen 15 to check the contents of the tag or the comment. These are displayed on the decision route screen 12 by clicking the route change button 1805, on the return screen by clicking on the pullback button 1804, on the transmission slip creation screen by clicking on the send slip creation button 1803, and on the matter history button 1802, respectively. By clicking on, the screen can be changed to the case history screen 13 shown in FIG. When the user selects the check box 1811 and clicks the display button 1809, the file content of the attached file name can be displayed. The display at this time is displayed on another browser. When a plurality of check boxes 1811 in the selection column are selected, the browsers corresponding to the number of selections are opened, and the corresponding contents are displayed.
[0035]
The retraction screen is not shown, but is a screen to which a transition is made by clicking on the retraction button 1804 on the determined decision screen 18 shown in FIG. 16, and is a screen for retrieving a case that has been decided by the operator in the past. The name of the staff member who has processed the approved matter corresponding to the document number and subject, such as examination and approval, and their affiliations and positions are displayed. This is a list showing how far the case is currently going. The operator can confirm the extent of the processing from the display information and click the OK button to return the case.
[0036]
By using the determined decision screen 18 and the pull-back screen, the operator can pull back the case or change the route of the decision if any situation changes after the decision, so that an efficient decision can be made.
[0037]
[Addition, deletion, and change of decision route during decision making]
FIG. 5 is a diagram showing a process for adding, deleting, or changing a decision route in the middle of a decision. First, the operator A selects an undecided box (ST51). From the list of cases displayed on the undecided box screen 10, a case for which the decision route is to be changed is selected (ST52), and the decision screen 11 shown in FIG. 11 is displayed. When the approval button 1106 displayed on the decision screen 11 is clicked, the screen transitions to the decision route screen 12 shown in FIG. The decision route is corrected on the decision route screen 12 (ST53).
[0038]
Assuming that the operator C is added to the decision route, the operator C selects an undecided box (ST54), selects the case (ST55), and makes a decision (ST56) as shown in FIG. .
[0039]
FIG. 12 shows a decision route screen 12. The decision route screen 12 changes when the approve button 1106, the non-approval button 1107, and the return button 1108 are clicked from the decision screen 11 or the like. In the approval route screen 12, if there is no need to reset the approval route in the approval, non-approval, and return processing, the user clicks the OK button 1220 to perform the process on the already set route. The setting of the decision route is defined as a transition from the draft screen (setting of a decision route after draft, not shown) or a transition from the decision screen 11 (route after approval, after non-approval). Of the route, the route of the return destination), transition from the correction screen (addition, deletion, change, not shown in the decision route due to the modification after drafting), transition from the decision screen 18 . FIG. 12 is an example of a decision route screen 12 when a transition is made from the decision screen 11. The description of the same items as those described above is omitted. The decision authority 1214 displays the authority to make a decision on this matter, for example, a section manager decision, a section manager decision, or the like. The approval date 1209 is the approval date of the route change. In the case of approval, non-approval, and return, the system date is used, and input change is not allowed. The affiliation / post 1212 selects an additional post in the case where the operator concurrently serves on the job system and makes a decision in a position (post) where he / she is concurrently serving. The urgent check box 1215 and the confidential check box 1216 are checked when the matter is urgently treated and when the matter is treated as confidential. A separate check box 1217 is checked when an attached document other than the electronic data, such as a paper-based document, is separately sent for the case. The operator can perform processing such as approval by setting these necessary information and clicking an OK button 1220. In addition, on the decision route screen 12, it is possible to perform processing of return or jump decision (jump). When the check box of the return / jump 1225 is checked and the OK button 1220 is clicked, a return or jump decision can be made to the checked operator. In addition, a circulation route (referred to as a parent matter) of a department to which the draft originator belongs can be displayed. For example, if the affiliation of the drafter is the Citizenship Section and the collaborative department is the Finance Section, in that case, the charge, the chief, the section manager, the manager, and the Finance Section reception are displayed. In the Finance Section reception, it is registered as another route (called a child case), and the route of the child case can also be displayed.
[0040]
Next, the editing of the approval route will be described. A decision route display area 1222 is set on the decision route screen 12, and the order 1223 representing the order of the decision as a decision route list, a processing category 1224, a return / judgement 1225, a name 1226, an affiliation 1227, a position 1228, and an approval A day 1229, a proxy decision 1230, a censorship 1231 and the like are displayed. In the column of the substitute decision 1230, "O" or the like is displayed when the proxy decision-maker makes a proxy decision. For example, in this example, the approval of Mr. Hitachi Jiro indicates that it was done by a proxy decision-maker. By clicking on the circle in the column of the substitution 1230, it is possible to know who made the substitution. Also, when Hitachi Jiro reviews, a circle or the like is displayed in the column of the review 1231. If the check box is checked in the column of the return / jump 1225 and the OK button 1220 is clicked, the return / jump to the checked operator can be performed.
[0041]
When the number of order 1223 in the list of the approval route to be edited is clicked, the selected approval route is displayed in order 1233, processing section 1234, name 1235, and position 1237 in correction box area 1232. When the order 1223 of the decision route display area 1222 is to be changed, a line of the selected order 1233 can be replaced with a line of the order higher by clicking the button 1238 up one. For example, when the line indicated by the order 3 is selected and the button 1238 is clicked up, the line is displayed on the line indicated by the order 4. If there is a number (parallel decision) in the same order as the number of the selected order 1233, the line with the same number is also replaced with the line in the order above by the selected order 1233. If the selected row in the order 1233 is at the top, clicking the up button 1238 does nothing. The down one button 1239 replaces the line in the selected order 1233 with a line in the next lower order. For example, when the row indicated by the order 3 is selected, it comes below the row indicated by the order 2. If there is a number (parallel decision) in the same order as the number of the selected order 1233, the line with the same number is also replaced with the line in the order above by the selected order 1233. Even if the button 1239 is clicked down one step, nothing is performed if the selected line of the order 1233 is at the bottom. In addition, when adding staff to make a decision, it is possible to perform serial addition to make a decision in order and parallel addition to make a decision in parallel with other staff. When adding in series, enter an appropriate number in the order 1233, enter or select the decision route to be added in the processing section 1234, the name 1235, and the position 1237 of the correction box area 1232, and click the add button 1240. Then, the user clicks the up one button 1238 or the down one button 1239 to move to the sequence number to be inserted. The processing section 1234 is selected from the processing section (combo box), and when the name 1235 cannot be entered because the details are unknown, a staff search button 1236 is clicked to transit to a staff search screen described later and search can be performed. The position 1237 is selected from the position (combo box). Routes after the inserted row are shifted by one. When adding in parallel, enter the same number as the order number of the decision route to be processed in parallel in the order 1233, and enter or select the decision route to be added in the processing section 1234, name 1235, and post 1237 of the correction box area 1232. Click the add button 1240. In addition, when the line in the selected order 1233 is to be corrected to the contents set in the processing section 1234, the name 1235, and the position 1237 in the correction box area 1232, the correction button 1242 is clicked. In order to delete the line in the selected order 1233, it is possible to click the delete button 1243. Further, in the decision route list, a circulation route of a case after the decision can be set. This can be done by inputting a circulation route into each item of the above-mentioned correction box area 1232 and using the add button 1240 and the like in the same manner as the setting of the decision route. As a result, the route can be easily changed, and a decision can be made on a suitable route.
[0042]
Accordingly, this allows the decision route screen 12 not only to set a decision route after drafting, but also during a decision such as when transitioning from the decision screen 11 (setting a route after approval, setting a route after non-approval, setting a route to return). Since a decision route can be added, deleted, changed, etc., the decision can be made efficiently.
[0043]
[Proxy decision on case]
FIG. 6 is a diagram illustrating a proxy decision process in which the operator B decides on the matter of A on behalf of the operator. The proxy approver of A is registered in the electronic approval processing apparatus in advance, and is B in this case. The operator B selects an undecided box (ST61). A is displayed in the proxy decision combo box on the undecided box screen 10 (ST62), A is selected (ST63), and the display button is clicked. In the case list, the operator B displays the undecided box of A to be settled by proxy. Therefore, the case is selected from the undecided boxes of A (ST64), and the decision screen 11 is displayed by clicking the subject. Next, a decision is made on the decision screen 11 (ST65). Also, on the undecided box screen 10 of A (see FIG. 10), it is also possible to collectively approve the proxy approval cases by checking the check box in the selection column and clicking the approval button 1009. When a proxy decision is made, a circle or the like is displayed in the substitute decision column of the decision route screen 12 described above.
[0044]
[Review after proxy decision]
FIG. 7 is a diagram showing a process in which the operator B approves the case of A on his / her behalf and A reviews the case. The process in which the operator B makes a proxy decision on A is the same as the process shown in FIG. An undecided box is selected (ST71), A is displayed in the proxy decision combo box on the aforementioned undecided box screen 10 (ST72), A is selected (ST73), and a case of A to be decided is selected (ST74). The decision screen 11 is displayed, and a decision (ST75) can be made on the decision screen 11. The operator A selects the undecided box to review the case for which B has made a proxy decision (ST76). Since a list of cases relating to A is displayed on the undecided box screen 10, the case where B has made a proxy decision (case to be censored) is selected (ST77), and the decision screen 11 is displayed. Next, when a decision is made on the decision screen 11 (ST78), the censorship process ends. When the review is performed, a circle or the like is displayed in the review column of the decision route screen 12 described above.
[0045]
[Confirmation of matter history]
FIG. 8 is a diagram illustrating a process in which the operator checks the progress from the approval of the matter, the history of the approval, and the like. The operator selects an undecided box (ST81). Since a list of cases to be processed by the operator is displayed on the undecided box screen 10, the user selects a case whose progress is to be checked (ST82) and displays the decision screen 11. Next, when a case history button is clicked on the decision screen 11, the screen transitions to a case history screen 13 shown in FIG. By referring to the case history screen 13 (ST83), the progress of the case can be confirmed.
[0046]
FIG. 13 is a case history screen that displays the history of a case. In the case history screen 13, a case history display area 1316 is set, and a list of past approvals and approvals for the case is displayed. In addition, it is possible to connect and display routes (future routes) to be approved or decided in the future. In the case history display area 1316, a processing history 1310, a processing category 1311, a name 1312, an affiliation 1313, a position 1314, and an approval date 1315 are displayed, and are displayed from a new date of the approval date 1315 to an old date from top to bottom. . In the column of the processing history 1310, it is possible to know how far approval has progressed. A blank in the processing history 1310 indicates a future route to be approved or decided in the future. In addition, when the column of the name 1312 is the reception name (in this example, reception of the finance section, reception of the accounting section), clicking the reception name (reception of the finance section, reception of the accounting section) displays the decision route in the reception. A history screen can be displayed (not shown). When displaying the decision route, the other departments display the reception departments, so that the decision routes in other departments are not displayed, thereby simplifying the display contents. The same applies to the above-mentioned decision route screen 12.
[0047]
As described above, the operator can check the progress of the decision using the case history screen 13, and can perform an accurate follow-up when the decision is delayed, so that the decision can be performed efficiently.
[0048]
[Search for Item]
FIG. 9 is a diagram showing a flow in which the operator searches for a case. The operator selects a case search screen 22 described later (ST91). The case search screen 22 can set search conditions, perform a case search using the elapsed days and the like as keywords (ST92), and refer to the search results on the case search result screen 23 described later (ST93). In the case search screen 22, a search by a staff name (employee search) can be performed as a search condition. In this case, a staff search screen 24 to be described later can be displayed, and staff names and staff numbers can be set as search conditions.
[0049]
The sending slip creation screen is not shown, but is a screen for displaying a front page when circulating attached materials such as a paper base separately from the electronic data for the matter. A document number, a subject, a drafter, a drafter affiliation, a drafter's position, a draft date, a decision processing category, a staff name, a department, and a post regarding the matter are displayed, and an approval date column is displayed. The operator can print the displayed contents by clicking the print button. The format of the printed sending slip is the same as the sending slip creation screen.
[0050]
By making the sending slip the head of the paper-based attachment, the attachment can be circulated along the same route as the decision route of the case, and the circulation destination can be assured.
[0051]
On the matter search screen, although not shown, conditions for searching for a matter from among a large number of operators are set. In order to perform a search using information on a case as a key, search conditions include a document number, a subject, a system type (combo box), priority, confidentiality, and a processing category (combo box). As for the priority, all the cases are usually provided with a radio button immediately, and the search condition is selected by the radio button. For all cases, all cases are used as search conditions regardless of priority, usually, normal cases except for urgent cases, and for urgent cases, urgent cases are used as search conditions. All the confidential items, usually those selected with the radio button among the confidential items are used as search conditions. In addition, the staff number can be manually set and searched by the staff number. When the staff number is unknown, the staff search button can be clicked to shift to a staff search screen described later, and the staff number selected on the staff search screen is set. The affiliation can be set manually and the affiliation name is used as a search condition. When an affiliation search button is clicked, the screen transitions to an affiliation search screen (not shown), and the affiliation name selected on the affiliation search screen is set. For the approval date, the range of the displayed date is used as a search condition. When the change button is clicked, the screen transits to a calendar setting screen (not shown). For the number of elapsed days, search for Items that have passed the set number of days or more. The filters 1 to 3 input item names or data and use the input items or data as search conditions. When these conditions are set and a search button is clicked, a search can be performed.
[0052]
Although a case search result screen for displaying a case search result is not shown, it is displayed when a search button is clicked on the case search screen described above. A document number, a subject, a system type, a priority, a processing category, a confidentiality, and the like are displayed, and a corresponding matter is displayed as a search result. If the user checks the check box and clicks the CSV output button, the searched matter can be output in CSV format. By clicking the case history button, it is possible to transit to the case history screen 13 of the case checked by the check box, and the past approval status and the future approval list can be viewed on the case history screen 13 shown in FIG. . The page number can be selected in the jump (combo box). When selected, a list of Items that correspond to the page is displayed. For example, there are 20 cases per page, and the page numbers of the target cases are displayed. Also, the number of cases and the total number of cases currently displayed are displayed beside the combo box. Click the Next button to display the list of Items on the next page, and click the Previous button to display the list of Items on the previous page.
[0053]
Therefore, the operator can search for a case to be displayed from a large number of cases by using the case search screen, and further, by displaying the case history screen 13, can confirm the stay status of the case. If the processing is delayed, the follow-up can be performed accurately, and the decision can be made efficiently.
[0054]
Although not shown, the staff search screen is a screen for searching for a staff name or a staff number on the decision route screen 12 or the case search screen. There is a search condition setting area and a search result display area. When the staff (radio box) is checked as the inspection condition, the staff is searched. If reception (radio box) is checked, search for reception. The date will be used to search for personnel as of the date set. When the change button is clicked, a transition is made to a calendar setting screen (not shown). When a staff (reception) number or staff (reception) name is set, or a post is selected in the post (combo box) and a search button is clicked, information on the corresponding staff is displayed in the search result display area. When the check box of the search result is checked and the OK button is clicked, the information of the checked staff is transferred to the transition source screen. When the cancel button is clicked, the screen returns to the transition source screen without passing the information even if the check box is checked. The jump (combo box), next button, and previous button are the same as those in the case search screen described above.
[0055]
As a result, the operator can efficiently search for the staff number, the staff name, the title, and the like on the decision route screen 12 and the case search screen.
[0056]
The present invention described above can be widely modified without being limited to the above embodiment. For example, screen display is not limited to a single screen, and may be performed using a plurality of screens. Also, a plurality of screens may be displayed collectively on a single screen.
[0057]
【The invention's effect】
Approval of a case in electronic approval and processing operations related to approval can be supported from the screen, and approval and approval processing can be performed quickly.
[Brief description of the drawings]
FIG. 1 is a configuration diagram of an electronic settlement processing apparatus according to an embodiment of the present invention.
FIG. 2 is a flow chart from the drafting of a matter to the approval.
FIG. 3 is a flowchart when a case is returned.
FIG. 4 is a flowchart in a case where an approved matter is returned.
FIG. 5 is a flowchart in a case where a decision route is added, deleted, or changed.
FIG. 6 is a flowchart in the case of making a proxy decision.
FIG. 7 is a flowchart in the case of performing censorship after proxy approval.
FIG. 8 is a flowchart for checking the progress.
FIG. 9 is a flowchart for searching for a case.
FIG. 10 is an undecided box screen displaying a list of undecided cases.
FIG. 11 is a decision screen for performing approval, return, and non-approval.
FIG. 12 is a decision route screen for setting a decision route.
FIG. 13 is a case history screen for displaying a case history.
FIG. 14 is a tag display screen for displaying a tag and a comment.
FIG. 15 is a decided box screen displaying a list of approved (decided) cases.
FIG. 16 is a decision screen for resolving a decided matter, changing a route, and the like.
1 ... Electronic approval processing device
2 ... Financial accounting system
3. Document management system
4 ・ ・ ・ General affairs office system
5 ・ ・ ・ (Staff) portal system
10 ・ ・ ・ Undecided box screen
11 ... approval screen
12 ... decision route screen
13 ・ ・ ・ Matter history screen
15: Sticky note display screen
17 ・ ・ ・ Determined box screen
18 ・ ・ ・ Decised decision screen

Claims (11)

An electronic settlement processing method for managing a process performed by a user from issuing a matter to approval by a plurality of persons using a computer connected through a communication line,
The setting of the decision route of the matter, the setting of addition, deletion, and change of the decision route, the setting of parallel addition or the serial addition of processing in parallel to the addition of the decision route, and the circulation after the matter is decided By displaying a single screen or a plurality of screens for setting a route and setting a reception for specifying a decision route in a decision department other than the drafting department of the case on a computer connected via the communication line, Prompt the user to enter settings,
The setting input by the prompting is received via a communication line, and processing from the drafting of the matter to the approval of a plurality of persons is managed based on the received setting. Decision processing method. The electronic settlement processing method, by displaying a single or multiple screens on a computer connected via the communication line, input from the single or multiple screens, approval and return of the matter and The method according to claim 1, wherein at least one of non-approval that does not correspond to any of approval and return is received and a decision is made to manage the process from the drafting of the case to the decision of a plurality of persons. 2. The electronic settlement processing method according to 1. The electronic settlement processing method displays a list of proxy decision cases that approve the case on behalf of the case and a list of pull-up cases that raises and displays cases that will be decided in the future, and displays each list based on display conditions. A single or a plurality of screens to be displayed on a computer connected via the communication line to manage processing from the drafting of the matter to the approval of a plurality of persons. The electronic approval processing method according to claim 1 or 2. The electronic approval processing method is a method for explicitly displaying a proxy approval process performed on the matter by a proxy approver and a censorship process performed by the original approval man on the case of the proxy approval processing. 4. The system according to claim 1, wherein a plurality of screens are displayed on a computer connected via the communication line to manage processing from the drafting of the case to the approval of a plurality of persons. The electronic approval processing method according to any one of the above. The electronic approval processing method simply displays the case on the left side of the screen, displays the attached material attached to the case on the right side of the screen, displays the first attached material in the foreground, and shifts and displays the second and subsequent attached materials. 4. The system according to claim 1, wherein one or a plurality of screens are displayed on a computer connected through the communication line to manage processing from the drafting of the case to the approval of a plurality of persons. 5. The electronic settlement processing method according to any one of 4. The electronic settlement processing method includes a single or a plurality of screens for prompting a user to input a sticky note supplementing the contents of the case and a comment on the decision, and a single or plural screens for displaying the sticky note and the comment or any one of the screens 5 is displayed on a computer connected via the communication line to manage the processing from the drafting of the case to the approval of a plurality of persons. 2. The electronic approval processing method according to claim 1. The electronic settlement method connects a screen supporting the creation of a sending slip for circulating the attached data on a medium different from the case converted into electronic data on the same decision route as the case via the communication line. 5. The electronic approval processing method according to claim 1, wherein the processing from the drafting of the matter to the approval of a plurality of persons is managed by displaying the information on a computer. Communication means and processing means, wherein the communication means is input by a user based on a screen displayed on a computer connected via a communication line, setting a decision route of the case and adding the decision route, Deletion, setting and parallel addition to process the addition of the decision route in parallel or serial addition to process in order, setting of the circulation route after approving the matter, and a decision department other than the drafting department of the matter And at least one of the settings of a reception for designating a decision route in step (a). An electronic approval processing device, characterized in that: The electronic approval processing device includes a screen for displaying a list of pending matters, a screen for displaying a list of pending matters, a screen for approving, returning, and disapproving the matter, a screen for setting a decision route of the matter, and a screen for setting the case. A screen for inputting a tag or a comment, a screen for displaying the tag and / or the comment, a screen for supporting creation of a sending slip, a screen for displaying the history of the case, and a screen for supporting the search for the case And a screen displaying search results on a computer connected via the communication line to perform processing from the drafting of the case to the approval of a plurality of persons. An electronic settlement processor according to claim 8. A program used in an electronic approval processing method that uses a computer to manage processing from drafting of a case performed by a user to approval of a plurality of people,
A screen displaying a list of pending matters, a screen displaying a list of pending matters, a screen for approving, returning, and disapproving the matter, a screen for setting a decision route for the matter, and a sticky note or comment for the matter can be input. And a screen for displaying the tag and / or the comment or any one thereof, a screen for supporting creation of a sending slip, a screen for displaying the history of the case, a screen for supporting the search for the case, and a search result. A program used in an electronic settlement processing method, wherein a computer operated by the user functions as means for displaying a screen. A computer-readable recording medium having recorded thereon a program used in the electronic settlement processing method according to claim 10.

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