JP2009076024A - Case information managing method - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a PDCA case information managing method using a case information database for facilitating sharing of information on similar cases by approaching the essence of case information in order to derive a measure more easily. <P>SOLUTION: A key point information management step is provided in which a subject to achieve a target level is abstracted to treat an essential portion thereof as a key point subject in consideration of information on difference between plan and action, so that a proper measure can be easily derived from a higher and wider viewpoint. The essential portion is retrieved and similar case information is referred, thereby providing a wide application. After deciding a policy for handling the key point subject, a concrete measure can be easily derived by focusing on the decided policy. <P>COPYRIGHT: (C)2009,JPO&INPIT

Description

The present invention is mainly applied to a case information sharing management system having a case information database of shared cases, and relates to a case information management method for sharing and managing case information.

In the field of quality control, it is widely practiced to improve the manufacturing process by the PDCA method comprising the Plan, Do, Check, and Action steps. Improvement case records are also described according to the plan (Plan), do (Do), check (Check), and action (Action), and can be stored in the case information database on the computer so that they can be searched. There are many. Implementation of work by the PDCA method and managing it as case information may be performed not only at the manufacturing site but also in the sales department or the office management department. Furthermore, the idea of the PDCA method is applied to achieving a target in a fairly wide range of fields, not limited to business, and case information sharing management systems of various themes described in the PDCA method are used.

[“PDCA” is a concatenation of the initial letters of the above four English words. “Action” may be expressed as “Act”, but both are included in the word “Action”. ]

Looking at PDCA method case information management in general, out of the four steps of plan, do, check, and action, the three steps from plan, do, and check are relatively easy. Often struggling with steps. At the beginning, the actions to achieve the goal are easy, but as the goal level increases, the immediate countermeasures often fail. At this stage, we will rethink the problem from a broad perspective and begin to think about the essence of the problem. Only by grasping the essence of the problem, it seems that a good countermeasure that can greatly improve the target level appears, and a radical countermeasure may be born. If we could see the essence from a high point of view at an earlier stage, good results would have been obtained earlier.

Also, if you do not come up with a good idea within an individual or group, you will be able to investigate other cases for reference. In response to such needs, a case information sharing management system is created, and the purpose is to reflect existing experiences in new cases by accumulating and searching existing cases in a case information database. If you search with the case information sharing management system, you may get a reference case immediately, but it is quite difficult to search for the specific case you want, even if the case information database is large. There are many things.

Each case information is specifically written as a record. However, it is difficult for other users to understand only by the individual details, and it is difficult to refer to other cases. If there is a description of the essence of what was the fundamental issue or a policy of how you basically tried to deal with it, it will be general information, so more information will be shared. And is useful for general purposes. In addition, there is also a good record, and even the essential items of 5W1H (What, Why, Where, Where, Who, How) are not written as chitin, and the contents of the contents that only the people of the group and the people concerned can understand The fact is that there is a lot of information.

In this situation, in consideration of making it easy to refer to the case information, there is a demand for a case information management method developed by the PDCA method so that countermeasures can be more easily considered. There is a technique devised based on this PDCA method. Evaluation is newly incorporated in the PDCA cycle, and is used as a PDC + E + A cycle for building design evaluation (see Patent Document 1).

Japanese Patent Laid-Open No. 2003-041649

In the case information management method based on the PDCA method, in order to make it easier to think about countermeasures in the action information management step, it is an object of the invention to develop the approach to think about the essence of case information. This is solved by providing a new step between the action information management steps. In addition, regarding the sharing of case information, a solution is also presented for making it easier to refer to similar cases with similar essential parts. The present invention solves the above-described problems of the invention and provides a case information management method that makes it easy to share information on similar case information in a case information sharing management system using a case information database, so that a better countermeasure can be derived. The purpose is to do.

In order to achieve the above object, the present invention takes the following measures. The case information management method according to claim 1 is a case information management method for managing case information using a case information database, wherein the input means for receiving input of case information is target plan information for achieving the target. Is stored on the plan information screen, and the storage means for storing the plan information management step for storing the target plan information in the case information database and the action content information indicating the contents of the executed action are stored by the input means. The input means accepts the information on the information screen, and the storage means stores the action content information in the case information database, and the input means compares the planned action difference information comparing the target plan information and the action content information. Check information received on the check information screen, and the storage means stores the planned behavior difference information in the case information database Based on the reflection of the management step and the plan action difference information, the task for securing the target level is abstracted and the essential part is re-recognized as a key point task. The key information is received on the point information screen, the key point information is stored in the case information database by the storage means, and the specific countermeasure information specifically devised based on the key point information, And an action information management step in which the input means receives an action information screen and the storage means stores the specific countermeasure information in the case information database.

The case information management method according to claim 2 includes display control means for displaying a screen on a display unit, input means that can be input by a user, storage means for storing case information of shared cases in a case information database, In a case information management method in a case information sharing management system provided with search means for searching case information from the case information database, the input means for receiving input of case information includes plan schedule data for achieving a goal Plan information management step for receiving target plan information on a plan information screen, the storage means storing the target plan information in the case information database, and action content information including action content data indicating the content of the executed action, The input means accepts a do information screen, and the storage means stores the action content information in the case information database. The input means accepts on the check information screen the plan action difference information including the plan management difference data and the plan action difference data obtained by comparing the plan schedule data and the action content data, and the storage means receives the plan action difference information. Based on the reflection of the check information management step stored in the case information database and the plan action difference information, the problem for securing the target level is abstracted and the essential part is re-recognized as a key point problem. The input means accepts problem essential data on the keypoint information screen, and the input means accepts countermeasure policy data indicating a policy for dealing with the keypoint problem on the keypoint information screen. Key point information consisting of countermeasure policy data is stored in the case information database by the storage means. The key unit information management step to be stored, and specific countermeasure information including specific countermeasure data specifically devised based on the countermeasure policy data are received by the input means on the action information screen, and the storage means An action information management step of storing countermeasure information in the case information database.

The case information management method according to claim 3 is the case information management method according to claim 1 or 2, wherein target level data indicating a target level is displayed on the plan information screen in the plan information management step. And the case title data indicating the title of the case are included in the target plan information, and the similar case reference process for referring to the similar case on the similar case reference screen from the key point information screen of the key point information management step. It is characterized by being made available.

The case information management method according to claim 4 is the case information management method according to claim 3, wherein the similar case reference process used from the key point information screen of the key point information management step is similar. A similar case search sub-step in which the search means searches for a similar case from the case information database on the basis of a search condition that the input means accepts a search keyword on a case search screen and that the search keyword is included in keypoint information. A case title list in which case title data of the searched similar cases is listed is displayed on a case title list screen, and a case selection input means for selecting and inputting a desired case from the case title list designates one case. Similar case selection sub-step and the search means searches the specified case information database from the case information database to detect it. Characterized in that by a similar case display substep of keypoints information 該事 example displayed in similar cases reference screens, a similar case reference process consisting.

The case information management method according to claim 5 is the case information management method according to claim 4, wherein it is determined whether or not the target level data has been reached on the check information screen of the check information management step. And whether the achievement determination data has reached the target level data in the similar case search screen of the similar case search sub-step in the similar case reference process. Whether or not the input means receives and adds to the search condition, the search means can search from the case information database.

The case information management method according to claim 6 is the case information management method according to any one of claims 1 to 5, wherein a new case is input on the plan information screen of the plan information management step. , There is a display showing the contents of 5W1H to be input. Note that “5W1H” means “What, Why, Where, When, Who, How”.

The case information management method according to claim 7 is the case information management method according to any one of claims 1 to 6, wherein the display data on each screen is described in a language in a markup language format. It is characterized by being.

According to the case information management method according to claim 1, by providing a key point information management step as compared with the conventional information management step of the PDCA method, the target level is secured based on the reflection of the planned behavior difference information. We will abstract the problem toward the problem and re-examine the essential part as a key point problem. This framework, which is abstracted into key point issues, makes it possible to think broadly from a high point of view, and has the effect of making it easier to devise good countermeasures.

(If you are a patent expert, you can see that the invention proposal uses “springs” and claims that the claim should be written as “elastic body” and include “rubber”. Even if it is not conscious, it will be taken for granted.It is not a habit for engineers and ordinary people to abstract and think at the level of a superordinate concept like a patent person. (Most people want to judge the extent of the effect, taking into account the reality that thoughts tend to be fixed in the specifics in front of them.)

According to the case information management method according to claim 2, in addition to the effect of claim 1, the essential matter is clarified by considering the subject matter data of the key point task, and the countermeasure policy data is considered in dealing with the matter. Establish a policy. And after the policy of coping is decided, I think about a concrete coping measure concretely. In this way, it is more efficient to think in the order of “the first is the essence of the problem, the second is the policy of the countermeasure, and then the specific countermeasure”, rather than thinking about the countermeasure immediately. It is possible to think about it, and the countermeasures can be easily figured out. Also, in terms of content, it is often a good countermeasure compared to what was considered ad hoc. In addition, since the essence and the way of thinking leading to the countermeasures are organized in an easy-to-understand manner, the case information can be easily understood by anyone.

According to the case information management method according to claim 3, since the similar case reference screen can be referred to, the similar case can be referred to. Then, it has the effect of being able to come up with a wide variety of countermeasures that could not be conceived.

According to the case information management method according to the fourth aspect, since it is possible to search with a search keyword on the similar case search screen, there is an effect that a similar case can be found efficiently and a countermeasure can be efficiently devised. In particular, the search is made for the essential part, and the contents of the case where the essential part is similar are likely to be applicable. Even if a specific content is not searched and a hit is found, if a search is made with essential information, a case that serves as a reference is often found.

According to the case information management method according to claim 5, since it is possible to narrow down and search whether or not the case has reached the target level data by the achievement determination data, the similar measures are referred to more accurately, and the countermeasure is further efficient. There is an effect that can be obtained. And when similar cases can be easily searched, including the achievement of the target level, it is also possible to predict and determine which is the best among several types of countermeasures from the number of cases in the past. It is possible to be effective.

According to the case information management method according to claim 6, since the content to be input is clear by the display indicating 5W1H, the incompleteness of the case record is reduced and it is easy for other users to understand. is there. Beginners know what items to fill out, prevent entry by experienced people, and help to standardize case information in general. And since the quality of the whole case information database is maintained above a certain level and the confidence in the contents of case information is increased, it will be used more effectively.

If the case information management method according to claim 7 is used, HTML can use the Internet environment with a standard specification, and the case information database can be accessed from a remote personal computer. . In addition, since remote case information can be shared, a large amount of case information is collected in the case information database, and there is an effect of increasing the possibility of finding case information to be used as reference.

First, the idea of the PDC + K + A cycle, which is partly expanded by applying the idea of the PDCA cycle to the information management step of the case information management method, will be described. The newly added K is an acronym for KeyPoint and is characterized by a key point information management step. FIG. 2 shows a relationship diagram of each information management step. In the conventional way of thinking of PDCA cycle, in the process from the plan action difference information of the check information management step to the countermeasure information of the action information management step, it is not good, otherwise it will be troublesome to think about it. There were many things. Therefore, since it is important to consider the essence at an abstract level, a key point information management step has been provided.

To explain in detail, first, based on the reflection of the planned behavior difference information in the check information management step, the task for securing the target level is abstracted to a higher concept and the essential part is re-recognized as a key point task. Among them, it becomes clear what the essence of the key point task is as a task, and it is compiled into task essence data. Furthermore, it is better to think about coping policy data indicating the basic policy for coping with key point issues and clarify the direction of coping. After that, it is only necessary to concentrate the idea within the range of the directionality, and it is possible to easily devise concrete countermeasure data by devising and making it concrete. In other words, when thinking, clarifying the essence and thinking step by step makes it a logical process that is straightforward, and can reduce the loss of thought that was often hit.

By explicitly incorporating this keypoint information management step into the basic PDCA method and making it a “PDCKA cycle”, the time required to consider a countermeasure can be reduced, and the contents of the countermeasure are more than before. It is definitely getting better. Furthermore, since the contents of key point information such as task essence data are abstracted and have high generality, users of different specialized fields can understand the case contents well. And since the abstracted content is also highly versatile, it can be applied in a wide range and can be used as a reference when considering countermeasures in new cases.

FIG. 3 shows a system configuration diagram of one form of the case information sharing management system for carrying out the present invention. The basic configuration of the case information sharing management system is displayed as a storage storage unit 82 that stores and stores a case information database in an auxiliary storage device such as a hard disk, and a display unit 83 that displays a screen on a display device such as a display. An input unit 84 for a user to input to a screen from an input device such as a keyboard, and a processing unit 81 for controlling each of these devices and executing processing by the CPU 18. These devices and units are connected to each other via a bus. The hardware of the above system configuration is the one provided in the current standard personal computer (personal computer). Various peripheral devices such as a printer device and a CD-ROM drive device may be connected, and a communication control device may be connected. (The system configuration of the form having the communication control device will be described later.)

The display control means generates and displays a screen by controlling a display device such as a liquid crystal display, a CRT display, or a plasma display from data for display on the screen. As the input means, an input device called a touch screen, a trackball, or a mouse can be used in addition to an input using a keyboard. If the mouse is used, for example, by moving the mouse cursor to the display position of the target process number on the screen and clicking the position, the process number can be designated and selected and input.

As the case information database of the case information sharing management system, for example, a relational database expressed in a tabular format is used, and a search or the like can be performed by a database language called SQL (starting from Structured Query Language). The search means can generate an SQL sentence based on the search condition and search information in the relational database from within the program. In addition, since the SQL sentence has a function of not only searching but also storing it in the database, similarly, the storage means can generate and execute the SQL sentence and store the information in the relational database.

A case information sharing management system program is also stored in an auxiliary storage device such as a hard disk. When the case information sharing management system is activated, this program is read from the hard disk or the like onto the memory unit 19, and the CPU 18 executes the processing of the case information sharing management system according to the instructions of the program. More specifically, each step of the method of the present invention is normally created in the form of a subprogram and is implemented so as to be called by executing the main program, and is implemented as each process of the case information sharing management system. . Through a practical example of the case information sharing management system for implementing the method of the present invention, a general description will be given a little, and then each process corresponding to each step of the method of the present invention will be described.

FIG. 1 shows an input / output diagram of a case information database and case information. First, an outline of menu screen processing for selecting each processing will be described. When the case information sharing management system is started, various initial settings are executed in the initial process, and the process proceeds to the menu screen process. In the menu screen processing, a menu screen is displayed, and “plan information management processing” for managing target plan information 12, “do information management processing” for managing action content information 13, and plan behavior difference information 14 are managed. “Check information management process”, “Key point information management process” for managing key point information 15 and “Action information management process” for managing specific countermeasure information 16 can be selected, and each case information is stored in the case information database. 10 is stored. In addition, by selecting “general search processing”, various case information can be searched from the case information database 10 under various conditions. In addition, “print processing” and “system termination” can be selected.

From here, the details of each process of the present embodiment will be described according to the flow chart of each process. An embodiment of the plan information management process will be described based on the procedure flow chart of FIG. When “plan information management processing” is selected on the menu screen of the menu screen processing, the plan information management processing is started. Initial values are set and the plan information screen 1 is displayed (S201). A screen display example of the plan information screen 1 is shown in the upper part of FIG. Data is input from the user to the case number column 20 (S202). If the input data is empty after the use of the plan information screen 1 is completed (Yes in S203), it means the new case, and the number issued by the number management sub-process is set as the case number (S206), Depending on the setting, the contents of the template file are set in the plan schedule data, and the process proceeds to the display of the plan information screen 2 (S208). Note that the issue number management sub-process is a process in which serial numbers are sequentially issued as case numbers, and the next latest number to be issued can also be referred to.

If the case number is specified (No in S203) and compared with the latest number referenced in the calling number management sub-process, if the entered case number is not smaller (No in S204), the input data is incorrect. “Input data value error” is set in the error message (S205), and the plan information screen 1 is displayed again. In the processing of other screens, the input data is similarly checked and an error message is displayed.

If the entered case number is smaller than the latest number referenced in the issue number management sub-process (Yes in S204), the existing case is corrected, and a record of this case number is extracted from the case information database. (S207). Data items as shown in FIG. 6 are stored in the case information database. The extracted data is set and the plan information screen 2 is displayed (S208). A screen display example of the plan information screen 2 is shown in the lower part of FIG. The user inputs the target level data field 22, the planned schedule data field 23, the process selection field 28, etc. (S209).

Depending on the setting, a template indicating the content of 5W1H may be displayed in the plan schedule data field 23 so that it can be easily input. In this case, Where may literally be the content related to “location”. Further, an item “Bow Much” may be added as necessary. Also, from a psychological point of view, setting “reward” may increase the morale to achieve the goal, so it is a good idea to consider including it in the template. Although an example showing the contents of 5W1H by a template has been described, it is conceivable to provide one data item indicating the contents of 5W1H one by one, and the search can be specified in detail, which is convenient.

After the use of the plan information screen 2 is completed, if 0 is specified for the process number input in the process selection field 28 (Yes in S210), it means “cancel”, and the process immediately proceeds to the menu screen process. That's fine. If 0 is not specified for the process number (No in S210), each data such as target level data and planned schedule data is set in the record, and stored in the case information database based on the case number (S211), Proceed to menu screen processing.

Next, an embodiment of the do information management process will be described based on the procedure flow chart of FIG. When “do information management process” is selected on the menu screen of the menu screen process, the do information management process starts. The initial value is set and the do information screen 1 is displayed (S301). A screen display example of the do information screen 1 is shown in the upper part of FIG. The user enters the case number field 30 (S302). After the use of the do information screen 1 is completed, if the entered case number is not smaller (No in S303) as compared with the latest number referenced in the calling number management sub-process (S303: No) "Error" is set in the error message (S304), and the DO information screen 1 is displayed again.

If the entered case number is smaller than the latest number referenced in the issue number management sub-process (Yes in S303), a record of this case number is extracted from the case information database (S305). Data items as shown in FIG. 6 are stored in the case information database. The extracted data is set and the do information screen 2 is displayed (S306). A screen display example of the do information screen 2 is shown in the lower part of FIG. The user inputs the action content data column 31 and the process selection column 38 (S307). After the use of the do information screen 2 is completed, if 0 is specified for the process number input in the process selection field 38 (Yes in S308), it means “cancel”, and the process immediately proceeds to the menu screen process. That's fine. If 0 is not specified for the process number (No in S308), action content data and the like are set in the record, stored in the case information database based on the case number (S309), and the process proceeds to menu screen processing.

About the input timing of the action content information in case an action over a fixed period, it may be inputted and written every day, or the contents of the action record memo may be inputted together. That is, in one case, the input in the do information management process may be performed once or multiple times. Similarly, in the above-described plan information management processing, the input may be completed once, or the target plan information can be corrected by noticing immediately after the input (No in S203). In the case of Yes in S204).

Next, an embodiment of the check information management process will be described. When “check information management process” is selected on the menu screen of the menu screen process, the check information management process starts. The procedure flow of the check information management process is the same as the procedure flow of the do information management process. In the procedure flow diagram of FIG. 9, the do information screen 1 is replaced with the check information screen 1, and the do information screen 2 is replaced with the check information screen 2. Will be replaced with. A screen display example of the check information screen 1 is shown in the upper part of FIG. 11, and a screen display example of the check information screen 2 is shown in the lower part of FIG. On the check information screen 2, the user inputs the planned behavior difference data column 41, the process selection column 48, etc., sets the planned behavior difference data etc. in the record, and stores it in the case information database based on the case number. It will be. In the display related to achievement judgment data, if the target level data is reached, it will be colored blue, and if it has not reached the target level data, it will be colored red, and it will be unified according to the color. Can be color-coded in an easy-to-understand manner.

Here, with reference to FIG. 6, data items in the case information database and main influence relationships between the data items will be described. On the left side of FIG. 6, data items stored in the case information database are shown. For example, the plan action difference data 95 is a comparison between the plan schedule data 93 and the action content data 94. Looking at the double circles showing the planned behavior difference data, an arrow enters from the double circle indicating the planned planned data, and an arrow also enters from the double circle indicating the action content data. The influence relationship is expressed. From this figure, it can be seen that as the case progresses, each data is stored in the case information database in each information management step in the order of the influence relation.

First, in the plan information management step, target plan information including plan schedule data 93 may be stored in the case information database, and may also be stored including target level data 92 and case title data 91. The case number 90 is also stored, but this is not input from the user, but is automatically generated by the number management sub-process on the system side. Next, in the do information management step, the action content information including the action content data 94 is stored in the case information database. Next, in the check information management step, planned behavior difference information including the planned behavior difference data 95 may be stored in the case information database, and may also be stored including the achievement determination data 96. Further, in the key point information management step, key point information including the problem essence data 97 is stored in the case information database, and the countermeasure policy data 98 may be stored at the same time. In the action information management step, the specific countermeasure information including the specific countermeasure data 99 is stored in the case information database.

It is also shown that if the target case cannot be achieved in the current case, it will continue to the planned data for the next case, based on the data for specific measures in the current case. Yes. Even if the target is fully achieved, the target level may be further increased and continued to the next case. As described above, since there are many patterns in which cases are continued, it is practical to configure a case number with a main number and its branch number. Further, if the branch number part is expressed in alphabets, it can be easily distinguished from the numeric part of the main number.

Next, an embodiment of the key point information management process will be described based on the procedure flow chart of FIG. When “key point information management process” is selected on the menu screen of the menu screen process, the key point information management process starts. Initial values are set and the key point information screen 1 is displayed (S501). A screen display example of the key point information screen 1 is shown in the upper part of FIG. The user enters the case number field 50 (S502). After the use of the key point information screen 1 is completed, it is compared with the latest number referenced in the issue number management sub-process. If the entered case number is not smaller (No in S503), the input data is incorrect. Value error ”is set in the error message (S504), and the key point information screen 1 is displayed again.

If the entered case number is smaller than the latest number referenced in the issue number management sub-process (Yes in S503), a record of this case number is extracted from the case information database (S505). Data items as shown in FIG. 6 are stored in the case information database. The extracted data is set and the key point information screen 2 is displayed (S506). A screen display example of the key point information screen 2 is shown in the lower part of FIG. The user inputs the problem essential data column 51, the countermeasure policy data column 52, and the process selection column 58 (S507). After the use of the key point information screen 2 is finished, if 0 is specified for the process number input in the process selection field 58 (Yes in S508), it means “cancel”, and the process immediately goes to the menu screen process. Just go ahead.

If 0 is not specified for the process number (No in S508) and 2 is specified for the process number input in the process selection field (Yes in S509), it means "to similar case reference process" Therefore, the process proceeds to the similar case reference process. If 2 is not specified as the process number (No in S509), each data such as problem essence data and countermeasure policy data is set in the record and stored in the case information database based on the case number (S510). ), Proceed to menu screen processing. It should be noted that the details of the data input in the problem essence data column 51 and the countermeasure policy data column 52 of the keypoint information screen 2 are held by program variables, so that after similar case reference processing ( When the key point information screen 2 is displayed again (S506), the previous contents that were held are displayed again in the problem essence data column 51 and the countermeasure policy data column 52. Yes.

The task essence data of the key point task is obtained by abstracting the task for securing the target level based on the reflection of the plan action difference information and re-examining the essential part. Here, the work of abstraction will be described with an example. Even if you look at the case report “No. 9 is ...” written in the subject of the proper noun, this report has no meaning except for those who know what kind of machine this No. 9 is. You will hardly understand. If it is expressed from a proper noun to a general common noun, the report contents will be understood by engineers in the same industry as "It's about a machine like that." If it seems likely that it can be generalized to a generic name with a broader meaning, the experience in this case will be relevant to more engineers involved in the generic name machine in general. The abstraction work can be started from a place where it can be easily executed in this way without feeling difficult. Similarly, not only nouns but also verbs should be considered whether they can be paraphrased into words with a wide meaning. In addition, in this paraphrase work, the field of view expands, you can notice and remove the subjective constraints that you were imagining, and you will be able to recapture the problem correctly. Abstraction work expands the scope of the case, making the case information versatile and increasing the value of the information. If this case information is referred to by other users, the experience of this case can be shared and applied widely.

Next, an embodiment of the similar case reference process will be described based on the procedure flow chart of FIG. When “similar case reference processing” is selected on the key point information screen 2 of the key point information management processing, the similar case reference processing is started. An initial value is set, and a similar case search screen (similar case screen 1) is displayed (S701). A screen display example of the similar case search screen (similar case screen 1) is shown in the upper part of FIG. Data is input from the user to the search keyword field 71 (S702). After the use of the similar case search screen is completed, if the input data is empty (Yes in S703), it means “return” and the process proceeds to the display (S506) of the key point information screen 2 of the key point information management process. If a search keyword is specified (No in S703), all records that include the search keyword as a partial match in the keypoint information are searched from the case information database (S704). If the result of the search is 0 (no in S705), “No search result” is set in the error message (S706), and the similar case search screen is displayed again.

If there is a search result (Yes in S705), the case number and case title data are extracted from the case information database, and these data are set and the case title list screen (similar case screen 2) is displayed (S707). A screen display example of the case title list screen (similar case screen 2) is shown in the center of FIG. The user enters the case number field 72 (S708). If a mouse is used, the case number can be designated and selected and input by moving the mouse cursor to the display position of the target case number on the screen and clicking the position. A record of this case number is extracted from the case information database (S709).

The task essence data, countermeasure policy data, and the like are set, and key point information and the like are displayed on the similar case reference screen (similar case screen 3) (S710). A screen display example of a similar case reference screen (similar case screen 3) is shown in the lower part of FIG. The user inputs to the process selection field 78 (S711). After the use of the similar case reference screen is completed, if 1 is specified as the process number input in the process selection field 78 (Yes in S712), it means “case title list screen”, so the case title list screen (S707). If 1 is not specified for the process number (No in S712), it means “return to the key point information screen”, and the process proceeds to the display (S506) of the key point information screen 2 of the key point information management process.

Here, it will be described that the search target by the search keyword is set only to the key point information. For example, if you want to include target plan information in the search, it is easy to actually include it. (If such a search is necessary, it can be handled by general search processing.) It may seem that the search results will increase if the search target is expanded, but it is often noise information, so refer to it. It takes time and the search work efficiency decreases. It is often the case that a reference case is found by considering the essence from the viewpoint of an abstract level and referring to a similar case having a similar essence part. Among key point information, work efficiency may be further improved if the search is performed by narrowing down the search target to the problem essence data. The problem essence data is provided to manage information, and compared to the time when only specific contents are managed and searched, accumulated cases can be reciprocally referred to each other. It is emphasized that it is extremely important to provide the essential data for sharing the experiences of each case and sharing them.

In addition, as for the countermeasure data, it is often difficult to know what a person other than the related person sees simply by describing specific things. There were few. Information on not only the specific countermeasure data but also the countermeasure policy data is managed, so that the idea of dealing with the problem can be understood well and the contents of the whole case can be understood better. Even if the specific content itself is different in the specialized field and cannot be applied, it may be inspired by the approach method of the coping policy itself, leading to new ideas, leading to specific coping measures in each field Helpful. It is emphasized that this coping policy data is important for sharing information on cases along with problem essence data.

Next, an embodiment of the action information management process will be described. When “action information management process” is selected on the menu screen of the menu screen process, the action information management process starts. The procedure flow of the action information management process is the same as the procedure flow of the do information management process. In the procedure flow diagram of FIG. 9, the do information screen 1 is replaced with the action information screen 1, and the do information screen 2 is replaced with the action information screen 2. Will be replaced with. A screen display example of the action information screen 1 is shown in the upper part of FIG. 14, and a screen display example of the action information screen 2 is shown in the lower part of FIG. On the action information screen 2, the user inputs the specific countermeasure data field 61 and the processing selection field 68, sets the specific countermeasure data, etc. in the record, and stores them in the case information database based on the case number. become.

In addition to the above description, “general search processing”, “print processing”, “system termination”, and the like can be selected on the menu screen. In order to terminate the system, the system termination process is executed by selecting “system termination” from the menu screen, and the case information sharing management system is terminated. This completes the description of the details of the processing procedure of the case information sharing management system.

In retrospect, one example of the basic configuration of the case information sharing management system is as described above with reference to FIG. For example, if you want to form a quality case information sharing management system for small factories that manages information on quality management cases in small factories, this basic configuration consisting of a single computer is sufficient Is possible.

From here, the system configuration of the form using the communication of the case information sharing management system will be described. FIG. 4 is a configuration diagram of the entire system in one form of the case information sharing management system via the communication line 85. Since it has the communication control part 87 which mutually transmits / receives data between communication control apparatuses via the communication line 85, the example server 88 (right part of FIG. 4) which has the memory | storage storage part 82, and a user The client terminal 89 to be operated (the left part of FIG. 4) can be divided into a configuration. As a result, the user can also manage the case information from the client terminal 89 via the communication line 85 using the remote case server 88.

FIG. 5 is a configuration diagram of the entire system of one form of a case information sharing management system in which a plurality of client terminals 89a, 89b,..., 89n are connected to a case server 88 via a communication network 86. . In order to enable operation from a large number of users, the case server 88 may be accessed using a large number of personal computers (personal computers) in the home as client terminals using the Internet environment.

This is an excellent form in which information can be shared with a large number of users, and can be suitably used, for example, in the form of a public learning case information sharing management system for sharing information on learning cases on social. (Learning here does not mean e-learning in a narrow sense. In a broad sense, we continue to devise and continuously strive for the goals of various themes that each person is interested in. Learning: It may be a hobby or business content, and is suitable for spontaneous learning.) Increasing the number of users who share information and increasing the content of case information databases As the number of cases that can be mutually referred to as similar cases increases, more appropriate similar cases can be found, and the use effect of the case information sharing management system increases. If you want to further deepen information sharing among users, you can enhance communication in both directions by preparing a comment adding function.

The most used language for describing data for display on the screen on the Internet is a kind of markup language called HTML (Hyper Text Markup Language). From the case server 88, for example, display data of each screen including case information and the like is described by a notation called HTML, and each client terminal uses HTTP (Hyper Text Transfer Protocol) as a communication protocol between client servers. 89. A standard personal computer is equipped with browsing software called a web browser, which serves as a display control means for the client terminal, generates a screen from the received display data described in the HTML format, and displays it on the display device. So that the control is running.

As a description example in a markup language called HTML, for example, a search condition addition selection column for pull-down selection as shown in the similar case search screen of FIG. 17 can be created. When the mouse cursor is moved and pressed to the triangular button on the right side of the search condition addition selection field, choices are displayed. By clicking one of the displayed options with a mouse or the like, it can be selected and input. Specific display data for creating a pull-down selection column uses a select tag in the form area, and each selectable option is described by an option tag. (In this pull-down selection column, there is no input mistake that would cause option number data that does not exist as an answer option to be input, and it is possible to omit a check process for an input error in the post-input processing.)

The screen of the patent electronic library (IPDL) published on the Internet is also described in HTML, and such a pull-down selection column can be seen in the screen, which is a suitable selection format for selection. It is. If the case title list screen is described by applying HTML, the case is specified by moving the mouse cursor to the display position of the case title data or the case number to be viewed on the screen and clicking. It is also possible to proceed to a similar case reference screen.

Further, as a network for communicating display data described in HTML, there is a communication network called an intranet that is configured by the same technology as the Internet but is restricted so that it cannot be used from the outside. For example, a company in a large organization uses an in-house intranet to connect from a personal computer in each department to a business case server that has been made public for the company. Since business case information can be shared on the business case server, it can also be used in the form of an internal strategic business (case information sharing) management system that develops and promotes the company's strategic goals for each department. It is.

Note that HTML is derived from a markup language called SGML (Standard Generalized Markup Language), and the case where display data is described in HTML has been described. However, the format is limited or expanded to the SGML format or the SGML format. The same applies to the case where the markup language of the same system is used.

It should be noted that when accessing the case server 88 from a plurality of client terminals 89a, 89b,..., 89n, the data may be updated at the same time. is there. Specifically, exclusive control such as locking the database in record units must be performed.

As mentioned above, although this invention was demonstrated based on the Example, this invention method is not limited to the range described in the said Example. Various improvements and modifications can be made to the embodiments within the technical scope of the present invention.

Case information database and input / output diagram of case information Relationship diagram of each information management step System configuration diagram of one form of case information sharing management system System configuration diagram of one form of case information sharing management system (configuration via communication line) System configuration diagram of one form of case information sharing management system (network configuration) Data items in the case information database and the main influence relationships between the data items Plan flow chart of plan information management processing Screen display example of plan information screen Procedure flow diagram of Do information management process Screen display example of Do information screen Screen display example of check information screen Key point information management process flow chart Screen display example of the key point information screen Screen display example of action information screen Procedure flow chart of similar case reference processing Screen display example of similar case screen Example of similar case search screen

Explanation of symbols

DESCRIPTION OF SYMBOLS 10 Case information database 12 Target plan information 13 Action content information 14 Plan action difference information 15 Key point information 16 Specific countermeasure information 81 Processing part 82 Storage accumulation part 83 Display part 84 Input part 91 Case title data 92 Target level data 93 Plan plan Data 94 Action content data 95 Plan action difference data 96 Achievement judgment data 97 Problem essence data 98 Countermeasure policy data 99 Specific countermeasure data

Claims (7)

A case information management method for managing case information using a case information database,
A plan information management step in which the input means for receiving the input of case information receives the target plan information for achieving the target on the plan information screen, and the storage means for storing in the database stores the target plan information in the case information database When,
The input means accepts action content information indicating the content of the executed action on the do information screen,
Do information management step in which the storage means stores the action content information in the case information database;
Check information management step in which the input means accepts the plan action difference information obtained by comparing the target plan information and the action content information on the check information screen, and the storage means stores the plan action difference information in the case information database. When,
Based on the reflection of the planned behavior difference information, the task for securing the target level is abstracted and the essential part is re-recognized as a key point task. Receiving the key point information, the key point information management step in which the storage means stores in the case information database;
Action information management step in which the input means accepts specific action information specifically devised based on the key point information on the action information screen, and the storage means stores the specific action information in the case information database The case information management method characterized by including these. Display control means for displaying a screen on a display unit, input means that can be input by a user, storage means for storing case information of a shared case in a case information database, and search means for searching case information from the case information database In case information management method in case information sharing management system with
Plan information in which the input means for receiving input of case information receives target plan information including plan schedule data for achieving a target on a plan information screen, and the storage means stores the target plan information in the case information database Administrative steps;
Action information information including action contents data indicating the contents of the executed action is received by the input means on a do information screen, and the storing means stores the action contents information in the case information database;
The input means accepts on the check information screen the planned action difference information including the planned action difference data obtained by comparing the planned schedule data and the action content data, and the storage means stores the planned action difference information in the case information database. A check information management step to store;
Based on the reflection of the planned behavior difference information, the task for securing the target level is abstracted and the essential part is re-recognized as the key point task. The input means displays the task essential data of the key point task on the key point information screen. Further, the input means accepts on the keypoint information screen the countermeasure policy data indicating the policy for dealing with the keypoint problem, and the keypoint information composed of the problem essence data and the countermeasure policy data,
Key point information management step stored in the case information database by the storage means;
Based on the countermeasure policy data, the input means accepts concrete countermeasure information including concrete countermeasure data specifically devised on the action information screen, and the storage means stores the concrete countermeasure information in the case information database. A case information management method comprising: storing an action information management step. In the plan information screen of the plan information management step, target level data indicating a target level and case title data indicating a title of a case are included in the target plan information;
3. The similar case reference process for referencing a similar case on a similar case reference screen can be used from the key point information screen of the key point information management step. 4. Case information management method. 4. The case information management method according to claim 3, wherein the similar case reference process used from the key point information screen of the key point information management step is such that the input means accepts a search keyword on the similar case search screen, A similar case search sub-step in which the search means searches for a similar case from the case information database, using the search keyword in the information as a search condition;
A case title list in which case title data of the retrieved similar cases is listed is displayed on a case title list screen, and a case selection input means for selecting and inputting a desired case from the case title list designates one case. A case selection substep;
A similar case reference process comprising: a similar case display sub-step in which the search means searches the specified case from the case information database and displays keypoint information of the searched case on a similar case reference screen. Case information management method characterized by being. 5. The case information management method according to claim 4, wherein the planned behavior difference information includes achievement determination data for determining whether or not the target level data has been reached on the check information screen in the check information management step. And
In the similar case search screen of the similar case search sub-step in the similar case reference process, the input means accepts whether or not the achievement determination data has reached the target level data, and adds to the search condition, the search means Can be searched from the case information database. The case information management method according to any one of claims 1 to 5, wherein, in the plan information screen of the plan information management step, there is a display indicating the contents of 5W1H to be input when a new case is input. Characteristic case information management method. 7. The case information management method according to claim 1, wherein the display data on each screen is described in a language of a markup language format.

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