JP2010097380A - Business execution request and execution situation management system - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To easily perform schedule management, and to perform proper deadline management, in a business request. <P>SOLUTION: When request destination information showing approver information and a request destination is input when an in-company self task is registered, a management computer 20 registers the in-company self task as a request task, and sends a notification of whether to approve the request task in reference to the approver information to a terminal device of an approver. The management computer transmits a business request notification mail to a request destination terminal device when receiving a notification of the approval from the terminal device of the approver, and copies the request task and allows the request destination terminal device to browse and process the request task as a request destination self task, when confirming that the request destination terminal device receives the business request notification mail. <P>COPYRIGHT: (C)2010,JPO&INPIT

Description

  The present invention relates to a system for requesting execution of business and managing the execution status of the business related to the request.

  In general, when requesting a variety of work to an external client, the person in charge has sent a request document about the contents of the job to the client by mail or facsimile, but in recent years it has been using a network such as the Internet. Request documents are also sent by e-mail.

  When making a business request as described above, the person in charge needs to manage the schedule of the business (request contents, deadline, etc.), and at this time, the schedule management function (so-called ToDo function) of the computer system is used. Schedule management.

  When managing the schedule of requested work using a computer system, the person in charge registers the work schedule (including work contents) with the ToDo function from the terminal device to the main computer system (server computer) as a self-task, Schedule management is performed by this self-task.

  In other words, the person in charge refers to the self task, operates the terminal device, sends the request e-mail to the request destination, and completes the receipt of the business request and the requested operation according to the contact e-mail from the request destination. The deadline management of whether or not it was done.

  When a business request is made using the network, the business request form blank data is called and displayed by the terminal device, and predetermined information including request destination information and request content information is input according to the setting items. Send the completed business request form data to the requested terminal device, and when the person in charge of the request performs the work according to the requested content, the requested work completion report data is opened and information indicating the completion of the requested work is entered. Then, it may be transmitted to the requesting terminal device (see, for example, Patent Document 1).

Furthermore, in order to ensure deadline management, an e-mail describing the response deadline and the matter specifying the processor is sent from the client information terminal to the management server, and the contents of the e-mail received by the management server and the reply deadline are recorded. If an e-mail is given an identifier, the e-mail is transferred to the designated processor information terminal, and the management server does not receive the e-mail of the final answer with the identifier by a predetermined time before the reply deadline. In some cases, an e-mail message indicating that the response deadline is approaching is sent to the processor information terminal (see, for example, Patent Document 2).
JP 2003-36344 A JP 2006-190177 A

  By the way, in order to execute the business correctly and reliably, it is important that the requested items are received correctly at the request destination without fail and the deadline of the business request is strictly observed. Conventionally, when a business request is made using e-mail as described above, the requested business is rarely performed correctly.

  The reason for this is that despite the fact that the requesting work was correctly transmitted from the requesting party, the requesting party could not substantially receive the e-mail due to oversight or erroneous deletion of the e-mail. This means that the business itself is not carried out.

  In this case, the requester can confirm the non-recipient by the mail reception record, but if the request destination receives the request as described above, the request destination does not have to confirm it (if it is deleted by mistake). It is difficult for the client to confirm whether the client has read the request mail.

  In addition, although a business request by e-mail has been received, the requested business time limit may not be observed because the requested business is not managed by the request destination. As a matter of course, it is difficult for the request source to grasp the schedule management status of the request destination.

  When performing schedule management, it is necessary for both the requester person in charge and the requestee person in charge to register their own task as a new task by the ToDo function, and there is a problem that the registration of the own task is troublesome.

  In other words, in the conventional system, there is a problem that not only the schedule management is troublesome but also it is difficult to perform appropriate deadline management when a business request is made.

  SUMMARY OF THE INVENTION An object of the present invention is to provide a business execution request / execution status management system that can easily manage a schedule for a business request and can perform appropriate time limit management.

  (1) The present invention relates to a business execution request / execution status management system in which a management computer connected to a requested terminal device via a network registers and manages business management data having at least business contents and a deadline as an in-house self-task. In the management computer, when the in-house self-task is registered, approver information indicating an approver who approves the business content and request destination information indicating a request destination for requesting the business content are input. Task registration means for registering the in-house self-task as a request task; approval request means for sending a notification to the approver's terminal device whether to approve the requested task with reference to the approver information; When a notification of approval is received from the approver's terminal device, a business requester sends a business request notification email to the request destination terminal device And copy means for copying the request task and allowing the request destination terminal apparatus to view and process the request destination self-task when the request destination terminal apparatus confirms that the business request notification mail has been received. It is characterized by this.

  In the business execution request / execution status management system described in (1), when a notification of approval of the requested task is received, a business request notification mail is transmitted to the request destination terminal device, and the request destination terminal device notifies the business request. When confirming that the email has been received, the requested task is copied so that it can be viewed and processed as the requested task on the requested terminal device. Can be reliably confirmed at the requester.

  (2) In the business execution request / execution status management system according to (1), when the management computer confirms that the request destination terminal device has received the business request notification mail, the request task And a notification receiving means for entering the date of receipt.

  In the business execution request / execution status management system described in (2), when the request destination terminal device confirms that the business request notification email has been received, the date of receipt is entered in the request task. You can easily check the date on which you checked your work.

  (3) In the business execution request / execution status management system according to (1) or (2), the management computer receives a notification from the request destination terminal device that the business content has been completed. And a completion receiving means for entering the completion date in the requested task.

  In the business execution request / execution status management system described in (3), when the notification of completion of the business content is received from the request destination terminal device, the completion date is entered in the request task. Easily confirm the date of completion of business.

  (4) The present invention provides the business execution request / execution status management system according to any one of (1) to (3), wherein the requested terminal device logs into the management computer and receives the business request notification mail. When the receiving process is performed, the copying means confirms that the request destination terminal apparatus has received the business request notification mail.

  In the business execution request / execution status management system described in (4), when the request destination terminal device logs into the management computer and performs reception processing indicating that the business request notification mail has been received, the copy means is the request destination terminal. Since the apparatus confirms that the business request notification mail has been received, it is possible to reliably know that the business request has been made to the request destination, including whether or not the request destination has browsed the business content.

  As described above, according to the present invention, when a notification of approval of a request task is received, a business request notification email is transmitted to the request destination terminal device, and the request destination terminal device receives the business request notification email. When the request is confirmed, the request task is copied so that it can be viewed and processed as a request-destination self-task in the request-destination terminal device. Therefore, it is easy to manage the schedule when a business request is made, and it is possible to perform an appropriate deadline management.

  The present invention will be described below with reference to the drawings. FIG. 1 is a block diagram showing an example of a business execution request / execution status management system according to an embodiment of the present invention. In FIG. 1, a management server system 10 includes a plurality of terminal devices (PCs) via a network 11 such as the Internet. ) And 11-M, and connected to the PC 12-N (both M and N are integers of 1 or more) by the in-house network 13. In the illustrated example, each of the PCs 11-M is a terminal device arranged at the request destination, and the PC 12-N is a terminal device used by an individual (person in charge, etc.) at the requesting company.

  The management server system 10, which is a computer system, includes a management computer 20 and a storage device 21, and as described later, business management data created by the PC 12-N is registered in the management computer 20 as an in-house self-task, The management computer 20 stores the in-house self task in the storage device 21.

  In addition, when the in-house self-task requests a request from the client, the management computer 20 stores the in-house self-task in the storage device 21 as the requested task. The self-task stored in the storage device 21 can be viewed and processed by logging into the management computer 20 from another PC 12-N.

  FIG. 2 is a functional block diagram showing functions of the management computer 20. The management computer 20 includes a self-task / request task registration unit 20a, a task approval processing unit 20b, a business request transmission unit 20c, a copy registration unit 20d, and a receipt confirmation. A unit 20e and an execution completion confirmation unit 20f.

  The self-task / request task registration unit 20a accepts the registration of the in-house self-task and the request task from the PC 12-N (FIG. 1) and stores them in the storage device 21. The task approval processing unit 20b approves the task when a request task described later is registered. When the business approval is obtained, the business request transmission unit 20c sends the business request to the request destination by e-mail. When the request destination receives the electronic mail and performs the reception process, the copy registration unit 20d copies and registers the request task as the request destination self-task so that the request destination can be viewed and processed. The receipt confirmation unit 20e confirms whether or not the business request has been received by the request destination, and the execution completion confirmation unit 20f for registering (filling in) the date confirms whether or not the requested business has been completed. Register the date.

  FIG. 3 is a diagram showing request destination information and approver information used when registering an in-house self task as a request task. FIG. 3A shows request destination information, and FIG. 3B shows approver information. Is shown. In FIG. 3A, the request destination information includes columns for request destination, destination (person in charge: e-mail address), reception date, and completion date. The completion date is blank. Further, in FIG. 3B, the approver information has each column indicating the approval order and the approver (e-mail address) (the approver is determined according to the contents of the requested business). .

  FIG. 4 is a diagram showing the structure of the in-house self-task. In FIG. 4, the in-house self-task is a task flag, task name, status, contents (request contents), priority, request source information, request destination information, deadline date. , Approver Information, Completion Date, Remarks, Related Location, Attached Document, Person in charge Information, and Date of Occurrence. And the contents are described corresponding to each item. In FIG. 4, for convenience of explanation, the data format of each item, the input source of the item, and remarks are shown.

  The requester person in charge inputs a predetermined item among the items of the in-house task shown in FIG. 4 using the PC 12-M assigned to himself / herself. Here, the task name, contents, priority, deadline date, completion date, remarks, related location, and attached document are input, and the self-task / requested task registration unit 20a is in charge of being assigned the PC 12-M. The person's information is added as person-in-charge information, and the input date is added as the occurrence date, and is registered as an in-house self-task.

  When the person in charge inputs request source information, request destination information, and approver information for the in-house self-task, the self-task / request task registration unit 20a sets task flag = 1 and the in-house self-task as the requested task. Register (in the case of in-house self-task, task flag = 0).

  FIG. 5 is a diagram for explaining the operation of the business execution request / execution status management system according to this embodiment. In FIG. 5, the approver information (FIG. 3B) reference having the approvers 1 to 3 as the approver is input from the PC 12 -N, and the request destination information having the request destinations 1 to 3 is the request destination. It is assumed that it is input from the PC 12-N.

  2 and 5, as described above, the person in charge registers the in-house self-task 31 in the management server system 10 (that is, the management computer 20) from the PC 12-M. When the original information, the request destination information, and the approver information are input, the management computer 20, that is, the self task / request task registration unit 20 a registers the in-house self task 31 as the request task 32.

  Subsequently, the task approval processing unit 20b refers to the approver information of the request task 32, and first sends an approval notification mail to the approver 1 as the first approver. When the approver 1 approves the mail to the task approval processing unit 20b, the task approval processing unit 20b sequentially sends an approval notification mail to the approvers 2 and 3, and the approver 2 and 3 approves the approval. Is received (that is, when the approval of the final approver is obtained), the business request transmission unit 20c is notified that the approval has been obtained.

  Upon receiving the notification that the approval has been obtained, the business request transmission unit 20c refers to the request destination information of the request task, and mails the business request notification to the request destinations 1 to 3. In response to the business request notification mail, when the PC 11-M logs in to the management computer 20 and notifies that the business request notification mail has been received (that is, mail reception processing), the copy registration unit 20d The request task 32 is copied and registered so that it can be viewed and processed as the request-destination self-task 33. Then, the receipt confirmation unit 20e registers (fills in) the date of reception processing on the receipt date in the approver information.

  At the request destination, the request destination self-task 33 is browsed to know the contents of the requested task, and when the task is completed at the request destination, the request destination performs the completion process of the request destination self-task 33. Thereby, the execution completion confirmation unit 20f enters the date on the completion date in the request destination information. Then, the completion date is registered (filled in) in the requested task.

  As described above, in the above-described embodiment, when request source information, request destination information, and approver information are input to an in-house self-task for indicating a business content and performing schedule management of the relevant business, this in-house self-task After obtaining the approval of the approver, notify the business request to the request destination by e-mail, and perform the receiving process at the request destination so that the requested task can be viewed and processed as the request destination self-task Therefore, it is possible to reliably confirm that the request destination has received the business request mail.

  Furthermore, in this embodiment, by simply registering in-house self-tasks at the request source, it is possible to perform business schedule management at both the request source and the request destination, and at least the request destination registers the request-destination self-task using the ToDo function. There is no need to do.

  As described above, according to the present embodiment, it is possible to easily manage a schedule for a business request and to perform appropriate time limit management.

  As mentioned above, although embodiment of this invention was described, this invention is not restricted to embodiment mentioned above. The effects described in the embodiments of the present invention are only the most preferable effects resulting from the present invention, and the effects of the present invention are limited to those described in the embodiments of the present invention. is not.

It is a block diagram which shows an example of the business performance request / execution status management system by embodiment of this invention. It is a functional block diagram which shows an example of the function of the management computer shown in FIG. FIG. 2 is a diagram for explaining request destination information and approver information used in the business execution request / execution status management system shown in FIG. 1, (a) shows request destination information, and (b) shows approver information. FIG. It is a figure which shows the structure of the in-house self task used with the business execution request / execution status management system shown in FIG. It is a figure for demonstrating operation | movement of the business execution request / execution status management system shown in FIG.

Explanation of symbols

10 Management Server System 11 Network 11-M, 12-N Terminal Device (PC)
13 Internal network 20 Management computer 21 Storage device 20a Self task / request task registration unit 20b Task approval processing unit 20c Business request transmission unit 20d Copy registration unit 20e Receipt confirmation unit 20f Execution completion confirmation unit

Claims (4)

In a system in which a management computer connected to a requested terminal device via a network registers and manages business management data having at least business content and a deadline as an in-house self-task,
When the in-house self-task is registered, the management computer receives approver information indicating an approver who approves the business content and request destination information indicating a request destination for requesting the business content. Task registration means for registering the in-house self-task as a requested task;
Approval request means for sending a notification to the approver's terminal device whether to approve the requested task with reference to the approver information;
When receiving a notification of approval from the approver's terminal device, business request means for transmitting a business request notification email to the request destination terminal device;
When the request destination terminal device confirms that the business request notification mail has been received, the request destination terminal device has a copy unit that copies the request task and allows the request destination terminal device to view and process it as a request destination self task. A business execution request / execution status management system.   2. The business according to claim 1, wherein said management computer has a notification receiving means for entering a date of receipt in said request task when it is confirmed that said request destination terminal device has received said business request notification mail. Execution request / execution status management system.   3. The management computer according to claim 1, further comprising: a completion receiving means for entering a completion date in a requested task when a notification that the business content is completed is received from the request destination terminal device. Business execution request / execution status management system.   When the requested terminal device logs in to the management computer and performs a reception process indicating that the business request notification email has been received, the copying means indicates that the requested terminal device has received the business request notification email. 4. The business execution request / execution status management system according to claim 1, wherein the system is confirmed.

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