JP2008158890A5

JP2008158890A5 -

Info

Publication number: JP2008158890A5
Application number: JP2006348346A
Authority: JP
Filing date: 2006-12-25
Publication date: 2010-01-21

Claims

In a workflow management system that manages workflows that process documents in one or more processes,
A terminal corresponding to one or more checkpoints provided in each process;
A server system connected to each terminal via a communication network,
The terminal
An IC tag reader for reading information of an IC tag attached to each document;
A reading and transmitting means, wherein an arithmetic control unit of a computer reads identification information from a document by the IC tag reading device and transmits the identification information to the server system;
Have
The server system is
A database for storing the management data of the document status and processing history including the passage of checkpoints;
A management means for processing or updating the management data relating to the corresponding document based on what identification information has been transmitted from which terminal, and a management means for providing the requested operation in response to a requested operation;
A workflow management system comprising:

The workflow management system according to claim 1, wherein an IC tag in which a unique code and a document type that do not overlap each other is used as the identification information.

3. The workflow management system according to claim 1, wherein the check point is when a document is received in the process and when the document is transferred from the process to the outside.

The workflow management system according to any one of claims 1 to 3, wherein each step of the process included in the process is set as the check point.

The management means includes
From the management data of each process, the number of documents existing between desired processes or checkpoints is totaled and output by performing a conditional search for those that have passed one or more checkpoints and those that have not passed. The workflow management system according to claim 1, further comprising a counting unit.

By reading the identification information of the IC tag at different checkpoints corresponding to each of whether the document is unprocessed, processed, or on hold in the process, and transmitting it to the server system, The workflow management system according to any one of claims 1 to 5, wherein the database and management means are used for identification.

When reading the identification information of the IC tag at the checkpoint, the terminal accepts an operation of selecting whether the document is unprocessed, processed, or held in the process and reads the selection. The workflow according to any one of claims 1 to 6, wherein the workflow is transmitted to the server system together with identification information, and the management unit of the server system identifies the processing state of the document based on the transmitted information. Management system.

Also regarding the start and completion of application of special processing or deficiency handling in a document, the terminal reads the identification information of the IC tag of the document by the IC tag reader at a predetermined checkpoint, and reflects it in the management data by transmitting it to the server system The workflow management system according to any one of claims 1 to 7, wherein:

When inserting and removing documents in filing, each time a different checkpoint terminal reads the identification information stored in the IC tag of the document with an IC tag reader, or a predetermined checkpoint terminal is IC 2. The tag reader reads and accepts another selection operation of insertion or extraction and transmits the selection together with the read identification information to the server system, and the management means identifies the selection. The workflow management system according to any one of 1 to 8.

The workflow management system according to claim 1, wherein the IC tag reader reads a plurality of IC tags for each bundle including a plurality of documents.

Each IC tag of each document stores a group ID different from each other in advance, the IC tag reader sequentially transmits a read signal with designation of each group ID, and each IC tag has its own group ID. The workflow management system according to claim 10, wherein the workflow management system responds to the read signal that matches.

The terminal or the server system has a document search means for determining whether or not a target document exists by causing the IC tag reader to collectively read a plurality of IC tags for a bundle including the plurality of documents. The workflow management system according to claim 10 or 11, wherein the calculation control unit is realized.

For the bundle including the plurality of documents, the IC tag reading device collectively reads the plurality of IC tags, thereby counting the number of the plurality of documents included in the bundle. The workflow management system according to any one of claims 10 to 12, wherein the calculation control unit is realized.

Said terminal, said with IC tag reader, workflow management system according to any one of claims 1 to 13, characterized in that it comprises a bar code reader.

An IC tag storing each identification information associated with each other is attached to each leaf of the copy-type document spelling,
The server system is operated by an arithmetic control unit of the computer.
Regarding a problem relating to a part of the leaf of the copy-type document spelling, a report from the terminal is received together with the identification information of the IC tag of the leaf and recorded in the database, and attached to another leaf in the copy-type document spelling. The related processing means for displaying the predetermined alert information on the document on the terminal when the identification information of the IC tag is transmitted from any terminal is realized. The workflow management system according to any one of the above.

The IC tag reader in at least one of the terminals has a function of writing to an IC tag,
The said management means of the said server system memorize | stores and reads a part of the said management data in an IC tag by the IC tag reader of each terminal, The Claim 1 characterized by the above-mentioned. Workflow management system.

The workflow management system according to any one of claims 1 to 16, wherein at least a part of the management data is stored and read in synchronization with both the database and the IC tag.

For the IC tag storing the management data related to the synchronization, when an update instruction operation is accepted in the terminal, update recovery means for copying the management data related to the synchronization from the database to a new IC tag, The workflow management system according to claim 1, which is realized by a server system or the arithmetic control unit of the terminal.

The terminal is provided with optical character reading means for recognizing the entry contents of each entry column of the document,
A blank detection means for preliminarily storing which column is required according to the type of document, and detecting a blank column that is blank despite this information and the result of the recognition,
When the blank detection means detects a blank entry field that is essential, a predetermined process defined in advance is executed based on the identification information of the document read by the IC tag reader of the terminal. Coping measures,
The workflow management system according to claim 1, further comprising:

The management means of the server system includes:
About return to customer due to document deficiency, information of return record including identification information is received from the terminal and recorded in the database, and then the same identification information is transmitted from any terminal based on the information of the return record If this happens, maintain management data for the document of the return record and continue workflow management. For new documents of the same customer and document type, new identification information different from the return record is transmitted from one of the terminals. The workflow management system according to any one of claims 1 to 19, characterized in that, in the case of a return record, management data is closed for a document of return record, and workflow management is started based on the management data for the new document. .

The management means of the server system includes:
Preliminary information on the prescribed processing period corresponding to the type of document
For documents in which IC tag identification information has been transmitted from the terminal, a deadline based on the specified processing period or an individual designated period in the document is set and recorded in the database, and each document is subject to a margin period until the deadline. The workflow management system according to any one of claims 1 to 20, wherein processing priority is determined and output.

In the server system,
Receive records of the person in charge of operating each terminal, and based on the identification information of the IC tag transmitted during the operation of each person in charge, total the number of cases of processing and deficiencies for the type and number of documents The workflow management according to any one of claims 1 to 21, wherein the arithmetic control unit realizes a result management unit that stores data in a predetermined result storage unit and outputs the result according to a requested operation. system.

The server
Having customer attribute storage means for storing customer data including attributes for each customer in advance;
The calculation control unit realizes a deficiency analysis means for analyzing and outputting the deficiency type and the number according to the document type and the customer attribute based on the deficiency information included in the management data and the customer data. The workflow management system according to any one of claims 8 to 22, wherein

The IC tag reader in at least one of the terminals has a function of writing to an IC tag,
When a predetermined operation for returning a document to the outside of the workflow is input, the IC tag reading device having a function of writing to an IC tag and the terminal have deletion means for deleting information other than identification information. The workflow management system according to any one of claims 1 to 23, characterized by the following.

A copy-type document spelling characterized in that the IC tag is provided at a different position for each leaf of the copy-type document spelling.

A work platform having a mounting surface for loading documents;
An IC tag reader provided in the mounting surface for reading an IC tag of a document mounted on the mounting surface;
The terminal device characterized by having.

A box-shaped process identification box having a slit for inputting documents;
An IC tag reader that is provided in the slit and reads an IC tag of a document inserted from the slit;
The terminal device characterized by having.

A terminal device comprising a plurality of IC tag readers for reading IC tags provided at different positions of a document.

A workflow that has a terminal corresponding to one or more checkpoints provided in each process and a server system connected to each terminal via a communication network, and manages a workflow for processing documents in one or more processes In the management method,
In the terminal,
In addition to having an IC tag reader that reads the information of the IC tag attached to each document,
A calculation control unit of the computer reads the identification information from the document by the IC tag reader and transmits the identification information to the server system,
In the server system,
It has a database to store the management data of the document status and processing history including the passage of checkpoints,
Based on what identification information has been transmitted from which terminal, the calculation control unit of the computer processes or updates the management data relating to the corresponding document, and executes management processing provided in response to the requested operation A workflow management method characterized by:

30. The workflow management method according to claim 29, wherein an IC tag in which a unique code and a document type that do not overlap each other is used as the identification information.

31. The workflow management method according to claim 29 or 30, wherein the check point is when a document is received in the process and when the document is transferred from the process to the outside.

32. The workflow management method according to claim 29, wherein each step of the process included in the process is set as the check point.

The management process includes
From the management data of each process, the number of documents existing between desired processes or checkpoints is totaled and output by performing a conditional search for those that have passed one or more checkpoints and those that have not passed. The workflow management method according to claim 29, further comprising a counting process.

By reading the identification information of the IC tag at different checkpoints corresponding to each of whether the document is unprocessed, processed, or on hold in the process, and transmitting it to the server system, The workflow management method according to any one of claims 29 to 33, wherein the database and the management unit are used for identification.

When reading the identification information of the IC tag at the checkpoint, the terminal accepts an operation of selecting whether the document is unprocessed, processed, or held in the process and reads the selection. The workflow according to any one of claims 29 to 34, wherein the workflow is transmitted to the server system together with identification information, and the management means of the server system identifies the processing state of the document based on the transmitted information. Management method.

Also regarding the start and completion of application of special processing or deficiency handling in a document, the terminal reads the identification information of the IC tag of the document by the IC tag reader at a predetermined checkpoint, and reflects it in the management data by transmitting it to the server system The workflow management method according to any one of claims 29 to 35, wherein:

When inserting and removing documents in filing, each time a different checkpoint terminal reads the identification information stored in the IC tag of the document with an IC tag reader, or a predetermined checkpoint terminal is IC 30. Another selection operation of insertion and extraction is received while being read by a tag reader, and the selection is transmitted to the server system together with the read identification information, and is identified by the management process. 37. The workflow management method according to any one of items 36 to 36.

The workflow management method according to any one of claims 29 to 37, wherein the IC tag reader reads a plurality of IC tags for each bundle including a plurality of documents.

Each IC tag of each document stores in advance different group IDs, and the IC tag reader sequentially transmits a read signal with designation of each group ID, and each IC tag has its own group ID. 39. The workflow management method according to claim 38, wherein a response is made to the read signal that matches.

In the terminal or the server system, a document search process for determining whether or not there is a target document by collectively reading a plurality of IC tags with the IC tag reader for a bundle including the plurality of documents is performed in the computer. 40. The workflow management method according to claim 38 or 39, which is executed by an arithmetic control unit.

For the bundle including the plurality of documents, the IC tag reading device collectively reads the plurality of IC tags, thereby counting the number of the plurality of documents included in the bundle. The workflow management method according to any one of claims 38 to 40, wherein the calculation control unit is executed.

The terminal, said with IC tag reader, by bar code reader, workflow management method according to any one of claims 29 41, characterized in that read information from the document.

An IC tag storing each identification information associated with each other is attached to each leaf of the copy-type document spelling,
In the server system, by the arithmetic control unit of the computer,
Regarding a problem relating to a part of the leaf of the copy-type document spelling, a report from the terminal is received together with the identification information of the IC tag of the leaf and recorded in the database, and attached to another leaf in the copy-type document spelling. and when the identification information of the IC tag is transmitted from one of the terminals, to the terminal, we claim 29, characterized in that perform related processing for displaying a predetermined alert information about the document 42 The workflow management method according to any one of the above.

When the IC tag reader in at least one of the terminals has a function of writing to the IC tag,
44. The server system according to any one of claims 29 to 43, wherein the server system stores and reads a part of the management data in an IC tag by the IC tag reader of each terminal in the management process. The workflow management method described.

45. The workflow management method according to claim 29, wherein at least a part of the management data is stored and read in synchronization with both the database and the IC tag.

For the IC tag storing the management data related to the synchronization, when an update instruction operation is accepted in the terminal, the update recovery process of copying the management data related to the synchronization from the database to a new IC tag, 46. The workflow management method according to claim 29, which is executed by a server system or the arithmetic control unit of the terminal.

In the terminal having the optical character reading means for recognizing the entry contents of each entry column of the document,
A blank detection process for preliminarily storing which column is essential according to the type of document, and detecting a blank entry column that is mandatory despite this information and the result of the recognition,
In the blank detection process, when a blank entry field is detected although it is essential, a predetermined process defined in advance is executed based on the identification information of the document read by the IC tag reader of the terminal. Coping process,
47. The workflow management method according to any one of claims 29 to 46, wherein:

In the management process of the server system,
About return to customer due to document deficiency, information of return record including identification information is received from the terminal and recorded in the database, and then the same identification information is transmitted from any terminal based on the information of the return record If this happens, maintain management data for the document of the return record and continue workflow management. For new documents of the same customer and document type, new identification information different from the return record is transmitted from one of the terminals. 48. The workflow management method according to any one of claims 29 to 47, wherein, if the return document is received, the management data is closed for the document of the return record, and the workflow management is started based on the management data for the new document. .

In the management process in the server system,
Prepare in advance information on the prescribed processing period according to the type of document,
For documents in which IC tag identification information has been transmitted from the terminal, a deadline based on the specified processing period or an individual designated period in the document is set and recorded in the database, and each document is subject to a margin period until the deadline. 49. The workflow management method according to any one of claims 29 to 48, wherein processing priority is determined and output.

In the server system,
Receive records of the person in charge of operating each terminal, and based on the identification information of the IC tag transmitted during the operation of each person in charge, total the number of cases of processing and deficiencies for the type and number of documents The workflow management according to any one of claims 29 to 49, wherein the arithmetic control unit executes a result management process that is stored in a predetermined result storage unit and that is output in response to a given requested operation. Method.

In the server,
Store customer data including attributes for each customer in a predetermined customer attribute storage means in advance,
The calculation control unit executes a defect analysis process for analyzing and outputting the defect type and the number for each document type and customer attribute based on the defect information included in the management data and the customer data. 51. The workflow management method according to any one of claims 36 to 50, wherein:

The IC tag reader in at least one of the terminals has a function of writing to an IC tag;
Including an erasure process for erasing information other than identification information by the IC tag reader having the function of writing to an IC tag and the terminal when a predetermined operation for returning a document to the outside of the workflow is input. 52. A workflow management method according to any one of claims 29 to 51, wherein:

53. The workflow management method according to any one of claims 43 to 52, wherein the copy-type document spelling in which the IC tag is provided at a different position for each leaf is used.

Using the terminal provided with a work mounting table having a mounting surface for mounting documents,
54. The workflow management method according to any one of claims 29 to 53, wherein an IC tag reading device provided in the mounting surface reads an IC tag of a document mounted on the mounting surface.

Using a box-shaped process identification box with a slit for document input,
The workflow management method according to any one of claims 29 to 54, wherein an IC tag of a document input from the slit is read by an IC tag reader provided in the slit.

The workflow management method according to any one of claims 29 to 55, wherein the IC tags respectively provided at different positions of the document are read by a plurality of IC tag readers.

A program for causing a computer to function as the workflow management system according to any one of claims 1 to 24 .