JP2008242722A - Task management method and task management system - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a task management system integrally having functions of task progress management, result management, and approval. <P>SOLUTION: A task management computer 101 reads a standard procedure for performing a task from a host computer 103 and registers the standard procedure in accordance with the content of the task. A task executing computer 102 displays the working procedure for performing the task, sent from the task management computer 101, and registers results to the working procedure and the results and an approval request are formed into a workflow. A computer 104 for viewing the progress of the task displays the progress of the task in different colors according to the date of reception of an approval flag sent from the task executing computer 102; if a predetermined date comes, delay information is sent to the task management computer 101. The task management computer 101 checks the results, and forms a workflow if there is no flaw. After checked by the computer 104 for viewing the progress of the task, the work completion date is reported. <P>COPYRIGHT: (C)2009,JPO&INPIT

Description

  The present invention relates to a task management that displays a work procedure indicating the content and order of tasks necessary for performing a task, and manages progress and deliverables.

  Conventionally, management has been performed in which a business administrator inputs progress by a dedicated progress management application installed in a client computer and records progress information in a storage medium of a server computer system. A progress management system is proposed in which progress is input from a screen for inputting a start date and an end date of a process, and the progress is grasped by a screen visualizing the process. Patent Document 1 is a system that can grasp the progress of processes and work in product design work and can manage them in an integrated manner.

JP 2002-123657 A

  However, Patent Document 1 does not include a product check function. Therefore, there is a possibility that the business execution may be delayed due to a content error, and a business delay notification function for the business manager is not implemented.

  In addition, the administrator must confirm the degree of progress with the person in charge, enter the progress for each work, and grasp the progress on the progress reference screen. On the other hand, the person in charge describes the work procedure for performing the work in the standard, but there may be a case in which the execution of the work procedure of the work may be omitted depending on the individual's proficiency with the standard. In addition, the management of deliverables in business execution may depend on the person in charge, and the deliverables may be lost.

  The purpose of the present invention is to solve the above-mentioned problems of the prior art, create a work procedure suitable for the work scale, integrate the product management for the work procedure, and check the work product. To provide a system and a business management method.

  The business management system of the present invention is a system in which a business management computer, a business execution computer, a database, and these are connected by a communication line. The above database may be managed by the host computer, and the host computer stores the standard procedure for business execution by business, and further enables selection to provide the work procedure for business execution that matches the business content. .

  The business management computer reads the standard procedure of business execution corresponding to the ID of the person in charge of performing the business from the database, and sets business information such as business name, work procedure of business execution, worker, registration of deliverable template, etc. . For the work procedure, a corresponding work procedure is selected from a plurality of standard procedures displayed by check boxes, and these are transmitted to the business execution computer. In addition, a work product workflow is checked from the business execution computer, and if there is no defect, the workflow is performed and the work end date is automatically input.

  The business execution computer displays the work procedure transmitted from the business management computer on the display, and after the work is completed on the screen, the work execution work procedure and the corresponding product are registered. Creation of a deliverable is input via a deliverable template by a check box. The deliverables are workflowd to the business management computer together with the approval request.

  Furthermore, it is possible to provide a business performance status browsing computer for senior managers to check the deliverables workflowd from the business management computer. The business performance status browsing computer displays the business performance status by color according to the work end date transmitted from the workflow function, and when the predetermined scheduled date is exceeded, delay information is transmitted to the business management computer. It has a function.

  According to the business management system of the present invention, the product management for the work procedure is integrated and the product can be checked, so there is no possibility of business delay due to a content error after the work is completed.

  Further, the business management computer has a function of reading a standard procedure for business execution from the host computer and changing the standard procedure for business execution according to the business content. As a result, it is possible to easily and quickly create a work procedure for performing business according to various business such as large-scale business and small-scale business.

  Also, the business execution computer has a product registration function and an approval function for the business execution work procedure, so that the business execution work procedure is displayed on the screen of the business execution computer and the product registration is performed. Work efficiency is dramatically improved. Also, by checking the registered deliverables, it is possible to confirm the incompleteness of the contents.

  Since the business performance status browsing computer displays the colors on the display according to the business performance status according to the work end date transmitted from the workflow function, it is possible to easily grasp the delay status in business performance.

  A business management system according to an embodiment of the present invention includes a business management computer, a business performance computer, a host computer equipped with a database, and a business performance status browsing computer, each computer being connected by a communication line. ing.

  The business management computer has a function of reading a standard procedure for business execution corresponding to the ID of a person in charge of performing business from the host computer, and adding and deleting the standard procedure for business execution by checking a check box.

  The business execution computer displays a work execution work procedure transmitted from the business management computer on a display of the business execution computer. On one screen on the display, it has the registration of deliverables for the work procedure of business execution, reference of standards, and workflow functions.

  The business performance status browsing computer displays the business performance status by color on the display of the business performance status browsing computer according to the work end date transmitted from the workflow function of the business performance computer. When a predetermined scheduled date is exceeded, a function of transmitting delay information to the business management computer and a function of copying the created work performance work procedure to the business performance status browsing computer are provided.

  Since the business management system of the present invention is configured as described above, the manager and the person in charge can perform the following management. The intermediate manager uses a business management computer to select a work procedure, a product template, a standard, and a workflow function according to the business from the standard business procedure. Also, the scheduled end date of the work is registered. The person in charge uses the business execution computer to proceed with the work in accordance with the work procedure selected by the intermediate manager, and creates and registers a product based on the product template. The intermediate manager confirms the contents of the deliverable using the business management computer. The upper manager manages the progress from the registration status of the deliverables using the business performance status browsing computer. The person in charge, the intermediate manager, and the upper manager communicate with each other through a workflow from each computer. The intermediate manager and the upper manager can be realized by the same person. Hereinafter, a plurality of embodiments of the present invention will be described with reference to the drawings.

  FIG. 1 is a configuration diagram of a business management system according to an embodiment. It has a business management computer 101, a business execution computer 102, a host computer 103 having a database 103A-D, and a business execution status browsing computer 104. These are connected by a business management computer communication line 105 A, a business performance computer communication line 105 B, a business performance status browsing computer communication line 105 C, and a host computer communication line 105. Each communication line includes a communication unit for transmitting and receiving data.

  The business management computer 101 reads a standard procedure for performing business from the host computer 103 by the work procedure selection processing unit 101A and displays it on the display of the business management computer 101. The standard procedure for business execution corresponds to the ID of the person in charge who performs the business. The work procedure registration processing unit 101B selects a standard procedure for performing the business by checking the check box in accordance with the business content, and further registers the scheduled date of business end. These work procedures are duplicated by the work procedure duplication processing unit 101C, and are transmitted to the business execution computer 102 together with the scheduled work end date. The scheduled job end date is also transmitted to the job execution status browsing computer 104.

  In the business execution computer 102, the work procedure display processing unit 102A displays a work execution work procedure transmitted from the business management computer 101 on the display. The product processing unit 102B reads a product template stored in the host computer 103, creates a product input area, and displays the input area on the display. The standard reference processing unit 102C reads standard information related to the work procedure for performing the business from the host computer 103 and displays it on the display. After completing the input of the deliverable, the approval processing unit 102D performs an approval request workflow, and transmits the work end date to the business performance status browsing computer 104.

  The host computer 103 includes a standard procedure information database 103A having a person-in-charge ID, a standard information database 103B, a product template database 103C, and an approval information database 103D associated with the person-in-charge ID.

  The progress document folding unit 104A of the business performance status browsing computer 104 displays the business progress status by color on the display of the business performance status browsing computer 104 according to the work end date transmitted from the business performance computer 102. In addition, even if the scheduled date registered in advance in the business management computer 101 is exceeded, a process for notifying the delay information when the work end date cannot be received is performed.

  FIG. 2 is a person ID registration screen used by the work procedure selection processing unit 101 </ b> A on the display screen of the business management computer 101. The person in charge name input area 201 is used to input the name of the person in charge who performs the business. The person-in-charge name input area 202 is used to input the name of the person in charge who performs the business. The person-in-charge section name input area 203 inputs the section name of the person in charge who performs the business. The intermediate manager name input area 204 is used to input the name of a middle manager who is in charge of business. The intermediate manager department name input area 205 is used to input the department name of the intermediate manager who performs the business. The intermediate manager section name input area 206 is used to input the section name of the intermediate manager who performs the business. In the senior manager name input area 207, the name of the senior manager of the person in charge performing the business is entered. The senior manager department name input area 208 is used to enter the department name of the senior manager who performs the business. The senior manager section name input area 209 is used to input the section name of the senior manager who performs the business. The person-in-charge ID input area 210 inputs the ID of the person in charge who performs the business. In the standard procedure name setting area 211 for business execution, the name of the standard procedure manual registered in the standard procedure information database 103A is input.

  After such input, the OK button 212 is pressed. Personnel name, person in charge department name, person in charge section name, intermediate manager name, intermediate manager department name, intermediate manager department name, senior manager name, senior manager department name, senior management The section name, the person in charge ID, and the name of the standard procedure manual for business execution are transmitted to the host computer 103. These data are stored in the database 103A of the host computer 103, and the person-in-charge ID registration screen is closed. When the cancel button 213 is pressed, the screen is closed without storing all information in the person-in-charge ID registration screen.

  By storing the standard procedure (book) name associated with the person-in-charge ID in advance in the host computer 103, it becomes possible to automatically read out the standard procedure for business execution from the host computer 103 and connect it to the business management computer 101. The work procedure can be displayed instantly on the displayed display.

  FIG. 3 is a flowchart showing a process in which the business management computer 101 acquires the standard procedure manual. First, a process for acquiring a standard procedure name associated with the person-in-charge ID and stored in the host computer 103 is activated (S31). This is called standard procedure name A. A standard procedure name reference counter to the standard procedure information database 103A stored in the host computer 103 is set to 0 (S32). 1 is added to the standard procedure name reference counter to the standard procedure information database 103A (S33). The standard procedure name on the standard procedure information database 103A indicated by the reference counter is acquired (S34). This is called standard procedure name B. It is determined whether the standard procedure name A and the standard procedure name B match (S35). If they do not match, the process jumps to step S33. If they match, the standard procedure name is stored in the business management computer 101, and the standard procedure is displayed on the display of the business management computer (S36). Next, a business management ID is created from the person-in-charge ID, the current year, and the serial number, and the business management ID is displayed (S37).

  FIG. 4 is a work procedure definition screen for defining information by the business management computer. In FIG. 4, a light black display area is an area that is automatically set by the work procedure selection processing unit 101A. The business management computer 101 reads a standard procedure for business execution corresponding to the ID of the person in charge of performing business from the host computer 103 and displays it on the display of the business management computer.

  The business management ID display area 401 displays the business management ID acquired in the process of selecting a work procedure (FIG. 3). The business name input area 402 is used to input a business name. The standard procedure name display area 403 displays the standard procedure name acquired in the process of selecting a work procedure (FIG. 3). The upper manager name display area 404 displays the upper manager name from the approval information associated with the person-in-charge ID stored in the host computer 103. The upper manager department name display area 405 displays the department name of the upper manager from the approval information associated with the person-in-charge ID stored in the host computer 103. The upper manager section name display area 406 displays the section name of the upper manager from the approval information associated with the person-in-charge ID stored in the host computer 103. The intermediate manager name display area 407 displays the intermediate manager name from the approval information associated with the person-in-charge ID stored in the host computer 103. The intermediate manager name display area 408 displays the name of the intermediate manager from the approval information associated with the person-in-charge ID stored in the host computer 103. The intermediate manager section name display area 409 displays the section name of the intermediate manager based on the approval information associated with the person-in-charge ID stored in the host computer 103.

  The person-in-charge name display area 410 displays the name of the person in charge of approval information associated with the person-in-charge ID stored in the host computer 103. The business person name input area 411 is used to input all the persons in charge related to the business. The person in charge is input by pressing the triangle button 411A on the right side of the person-in-charge name input area 411. A name list is displayed, and selecting a name from the list automatically enters the person-in-charge name input area 411. To display.

  The work name input area 412 is used to input a work name of a job. In the scheduled end date input area 413, the scheduled end date of the work input in the work name input area 412 is input. In the work warning period input area 414, the number of days before the scheduled end date is entered for delay notification. The worker name input area 415 inputs a person in charge related to the work. The person in charge is input by pressing the triangle button 415A on the right side of the worker name input area 415 to display a list of person in charge of the work, and selecting a name from the list automatically enters the worker name input area 415. Display.

  A check box 416 is a list of work procedures for performing a task read from the host computer 103. The black color of the check box, for example, 416A, is a work procedure transmitted to the business execution computer 102. The check box 417 is standard information read from the host computer 103. The black color of the check box, for example, 417A, is standard information transmitted to the business execution computer 102. A check box 418 is a deliverable template read from the host computer 103. The black color of the check box, for example 418A, is a deliverable template to be transmitted to the business execution computer 102.

  The approval process 419 is an area for selecting execution of a workflow for requesting approval. The black “valid” 419A in the radio box performs the approval request workflow on the business execution computer 101 and transmits the work end date to the business execution status browsing computer 104.

  When the OK button 420 is pressed, the task management ID, task name, task procedure name, upper manager (upper manager name, upper manager department name, higher manager section name), intermediate manager ( Intermediate manager name, intermediate manager department name, intermediate manager section name), business person name, work name, work person, work procedure list selected by check box, standard information, deliverable template, approval flag To the business execution computer 102. Also, the task management ID, task name, standard procedure name, super administrator (super administrator name, super administrator department name, super administrator section name), administrator (intermediate manager name, intermediate management) on the work procedure definition screen The department name, intermediate manager section name), business person name, work name, scheduled end date, and work warning period are sent to the work performance status browsing computer and stored. When the cancel button 421 is pressed, the work procedure definition screen is closed.

  The work procedure definition screen of FIG. 4 includes a super administrator (super administrator name, super administrator department name, super administrator section name) and administrator (intermediate manager name, intermediate manager department name, intermediate manager section). Name) is obtained from the approval information database and automatically set to improve operability. Further, necessary information can be selected from the work procedure list 416, the standard information list 417, the deliverable template information list 418, and the approval flag list 419 with check boxes. Further, by arranging these on the grid, the work procedure list 416, the standard information list 417, the product template information list 418, and the workflow execution 419 can be selected intuitively, and the operability of the business definition is improved. . Further, by selecting a work person from the work person name input area 411 list, the business person clarifies the work contents to be performed.

  FIG. 5 is a business performance work registration screen displayed on the business performance computer. The light black display area in FIG. 5 is an area in which data transmitted by the business management computer 101 is automatically set by the work procedure display processing unit 102A.

  The business management ID display area 501 is a business management ID transmitted from the business management computer 101. The business name input area 502 is a business name transmitted from the business management computer. The standard procedure name display area 503 is a standard procedure name transmitted from the business management computer. The work person name display area 504 is a work person name transmitted from the work management computer.

  A work procedure 505 which is a check box is a list of work procedures transmitted from the work management computer 101. In the work procedure name display area 505A, for example, a work procedure name for creating an estimate is displayed. The work product 506 is an area for inputting a product for the work procedure 505 or attaching a file. The product registration area 506A inputs or attaches a product corresponding to the work procedure area 505A. The product template 507 is a list of product template information 418 transmitted from the business management computer 101. The template activation button 507A is a function for displaying the product template on a display connected to the business execution computer 102 by pressing the template activation button.

  After completion of the work, the worker in charge inputs necessary items according to the deliverable template displayed on the display. After completing the input, the product registration button 506B is pressed to automatically attach the template to the product registration area 506A. The standard 508 is a list of standard information 417 transmitted from the business management computer 101. The standard reference button 508A has a function of displaying the standard on a display connected to the business execution computer 102 by pressing the standard reference button.

  The work person name display area 509 is the name of the work person sent from the work management computer 101. The person-in-charge section name display area 510 is a person-in-charge section name transmitted from the work management computer 101. The work person section name display area 511 is a work person section name transmitted from the work management computer 101. The intermediate manager name display area 512 is an intermediate manager name transmitted from the business management computer 101. The intermediate manager department name display area 513 is an intermediate manager department name transmitted from the business management computer 101. The intermediate manager section name display area 514 is an intermediate manager section name transmitted from the business management computer 101. The upper manager name display area 515 is the upper manager name transmitted from the business management computer 101. The upper manager part name display area 516 is the upper manager part name transmitted from the business management computer 101. The upper manager section name display area 517 is the upper manager section name transmitted from the business management computer 101.

  The work completion confirmation request button 518 is a function for transmitting a review request notification from the work person to the intermediate manager when the work person presses the work completion confirmation request button 518. The confirmation request date 522 stores the date when the work end confirmation request button is pressed.

  The business management computer 101, the business performance computer 102, and the business performance status browsing computer 104 can display the progress status of the business stored in the database on a display connected to each computer. On this display screen, a workflow for requesting approval is performed to the computer of the intermediate manager or the upper manager, and can be managed by each computer. The approval button 519 is a function for transmitting a notification of an approval request from the intermediate manager to the higher manager when the intermediate manager presses the approval button 519. The work confirmation date 523 stores the date when the intermediate manager presses the approval button 519. Further, an approval button 519 on the computer of the higher-level administrator transmits the work end date to the business performance status browsing computer 104 when the higher-level administrator presses the approval button 519. The work end date 524 stores the date when the upper manager presses the approval button 519. The denial button 520 is a function for transmitting a denial notice to the worker when the intermediate manager presses the denial button 520. Also, this is a function for sending a notice of denial to the worker when the upper manager presses the denial button 520.

  The system area display area 520 is an area for displaying the time when the work end confirmation request button 518, the approval button 519, and the denial button 520 are pressed, and the name of the pressed person.

  According to the business execution work registration screen of FIG. 5, from the business management computer 101, a business management ID, business name, standard procedure name, worker name, work procedure, deliverable template, standard, creator name, creator section First name, creator section name, intermediate manager name, intermediate manager department name, intermediate manager section name, upper manager name, upper manager department name, upper manager section name are automatically acquired. This saves input and improves work efficiency.

  By referring to the work procedure displayed on the work execution work registration screen, the work can be carried out without any omissions. That is, by providing the product input area 506A in the same row of the work procedure display area 505A, the work procedure and the work product can be managed one-on-one. By arranging the template start button 507A and the standard reference button 508A on the same line in the work procedure display area 505A column, it is possible to easily refer to the product templates and standards related to the work procedure, thereby improving work efficiency. .

  In addition, by providing a work completion confirmation request button 518, an approval button 519, and a denial button 520, intermediate managers and higher-level managers can confirm the contents of the deliverables, and it is possible in advance to perform business execution failures due to incomplete contents. Can be prevented.

  FIG. 6 is a business performance status display screen displayed by the business performance status browsing computer. As shown in the figure, for example, development of embedded software includes mechanical control system development and screen display system development indicated by work names in product development. Each development function is composed of work procedures for creating an estimate, designing a system, and producing, and displays a business execution status 606 based on these procedures.

  The work procedure creation button 601 has a function of displaying the work procedure definition screen shown in FIG. 4 on the business management computer when the button is pressed. The work procedure copy button 602 has a function of copying the same work procedure as the work management ID 606A selected with the mouse by pressing the button and displaying the work procedure definition screen in FIG. 4 on the work management computer.

  The department name display area 603 displays the department name of the upper manager. When the triangle button 603A adjacent to the left of the department name display area is pressed, a section name with a habit of the department name is expanded. The section name display area 604 displays the section name of the upper manager. When the triangle button 604A on the left side of the section name display area is pressed, the manager name with the section name is expanded. The upper manager name display area 605 displays the name of the upper manager. When the triangle button 605A on the left side of the upper manager name display area is pressed, the business execution status 606 of the manager is expanded.

  The business execution status 606 displays a business management ID display area 606A, a business name display area 606B, a work name display area 606C, a work procedure 606D, and a scheduled end date 606E received from the business management computer 101. Further, delay information 606F is calculated and displayed (refer to FIG. 7 for the calculation method).

  A business performance status viewer (superior manager) can grasp at a glance which work is delayed by referring to all business statuses displayed on the business performance status display screen. In addition, the same work procedure can be utilized by the work procedure duplication button 602, and work efficiency is improved.

  FIG. 7 is a flowchart showing a delay information display method. A scheduled work end date (S71) and a work warning period are input (S72), and it is determined whether the work is started (S73). If the work has not started, “-” is displayed in black in the delay information display area 606F (S74). Next, it is determined whether the scheduled end date is smaller than before (before) (S75). If larger, ◯ is displayed in red on the delay information display area 606F (S76). Next, it is determined whether the scheduled end date is smaller than the work warning period (S77). If it is larger, ◯ is displayed in yellow on the delay information display area 606F (S78). Next, it is determined whether or not an approval flag is received by pressing the approval button 519 (S79). If not received, ○ is displayed in blue on the delay information display area 606F (S80). When the work end date is received, the received date is displayed in black in the delay information display area 606F (S81).

The block diagram which showed the structure of the business management system. Explanatory drawing which showed the person in charge ID registration screen. The flowchart which showed the procedure which selects a work procedure. Explanatory drawing which showed the work procedure definition screen. Explanatory drawing which showed the business performance work registration screen. Explanatory drawing which showed the business performance status display screen. The flowchart which showed the procedure of the system which displays delay information.

Explanation of symbols

  DESCRIPTION OF SYMBOLS 101 ... Business management computer, 102 ... Business execution computer, 103 ... Host computer, 104 ... Business performance status browsing computer, 105 ... Communication line, 101A ... Work procedure selection processing unit, 101B ... Work procedure registration processing unit, 101C ... work procedure duplication processing unit, 102A ... work procedure display processing unit, 102B ... product processing unit, 102C ... standard reference processing unit, 102D ... approval processing unit, 103A ... standard procedure information database, 103B ... standard information database, 103C ... Deliverable template database, 103D ... approval information database, 104A ... progress display processing unit.

Claims (9)

In a business management system that manages the progress of a business to be executed by connecting a business management computer, a business execution computer, and a database via a communication line,
The business execution computer reads a standard procedure for business execution corresponding to the ID of the person in charge of performing the business from the database, and sets business information such as a business name, a work procedure for business execution, a worker, and a product template. In addition, the work product is checked by the workflow from the business execution computer, and if there is no deficiency, a work end date is set.
The business execution computer displays a work procedure transmitted from the business management computer, and after completion of the work, registers the work procedure of the business execution and the corresponding product, and approves the data and approval A business management system characterized by having a function for workflow of a request. In claim 1,
The business management computer is divided into an intermediate manager and an upper manager, and the upper manager computer rechecks the work product from the workflow from the intermediate administrator computer, and sets the work end date if there is no defect. A business management system characterized by having functions. In claim 1 or 2,
The database is managed by a host computer, creates a progress status of the business based on information transmitted from the business execution computer, and stores the progress status in the database. In claim 1, 2 or 3,
The business execution computer reads a template for creating a work product in the business from the database, inputs data to the template after work, and attaches the template to a product registration area. Business management system. In claim 4,
After the data is input to the template, it is transmitted to the database and stored, so that a work end date indicating that the work is completed is sent from the host computer to the work management computer. system. In claim 4 or 5,
If the deliverable in the work executed by the work execution computer is not received even if it exceeds a predetermined scheduled date, the host computer at least receives delay information indicating the delay of the work. A business management system characterized by transmitting to a computer. In a business management method in which a business management computer, a business execution computer, and a database are connected via a communication line to manage the progress of business,
The business execution computer reads a standard procedure for business execution corresponding to the ID of the person in charge of performing the business from the database, and sets business information such as a business name, a work procedure for business execution, a worker, and a product template. At the same time, check the work product by the workflow from the business execution computer, if there is no deficiency, set the work end date,
The business execution computer displays a work procedure transmitted from the business management computer, and after completion of the work, registers the work procedure of the business execution and the corresponding product, and approves the data and approval A business management method characterized by workflow of a request. In claim 7,
The business management computer can read out the deliverable executed by the business execution computer from the database upon notification of the approval request, display the deliverable, and store the work end date. Business management method. In claim 8,
When the product registered in the business execution computer exceeds the predetermined scheduled date, if the approval request is not notified, at least the delay information indicating the delay of the business is included in the business management computer. The business management method characterized by transmitting to.

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