JP2013257909A - Workflow system, workflow control method, program, and recording medium - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a workflow system capable of opening a stored slip with a proper right when a slip issuance person having a plurality of rights opens the stored slip again.SOLUTION: A workflow system comprises: suspending means for suspending an electronic document as temporarily storage together with a role of a slip issuance person who issued the electronic document; right determining means for determining whether an operator has a slip issue right for a suspended slip when opening the suspended slip; and affiliation determining means for determining whether there has been any change in an affiliation organization of the slip issuance person during a period before opening the electronic document after suspending it. When opening the suspended slip, if it is determined that the operator has the slip issue right and there has been change in affiliation, a list, showing that the slip is to be opened as which organization, is displayed. Alternatively, and if it is determined that the operator has the slip issue right and there has been no change in the affiliation, the electronic document is opened as an organization to which the slip issuance person belonged when storing the slip.

Description

  The present invention relates to a workflow system capable of opening a storage slip with an appropriate authority when a slip stored by a drafter having a plurality of authorities is opened again.

  2. Description of the Related Art Conventionally, in a workflow system, when a slip is issued, it is checked whether the user has authority by the role or organization of the user. Further, Patent Document 1 discloses that the issued slip is temporarily saved and reopened.

JP 2000-251022 A

  By the way, in general, in a workflow system, when a drafter having a plurality of authorities issues a slip, the authority to be drafted is selected and issued. Then, when reopening a slip once saved, it may be opened with the authority at the time of drafting. However, there is a problem that it may become impossible to open with the original authority, for example, when a personnel change occurs in the drafter after saving the slip. Although it may be possible to check with which authority each time it is opened, there is a problem that it is troublesome for the user.

  Therefore, an object of the present invention is to provide a workflow system capable of opening a stored slip with an appropriate authority when a slip stored by a drafter having a plurality of authorities is reopened.

In a workflow system that allows you to apply for electronic documents while also serving as a role,
A holding means for holding the electronic document as a temporary storage together with the role of the drafter who drafted the electronic document;
Authority determining means for determining whether an operator has a drafting authority for the held slip when opening the held slip;
Affiliation determination means for determining whether there is a change in the organization to which the drafter belongs after the electronic document is held and opened,

  When opening the suspended slip, if the operator has the drafting authority by the authority determining means and the affiliation determining means determines that the affiliation has been changed, the organization of the slip as the organization Display a list of whether to open,

  On the other hand, when it is determined that the operator has the drafting authority and the affiliation has not been changed, the electronic document is opened as an organization when the drafter stores the slip. .

  According to the present invention, when a slip stored by a drafter having a plurality of authorities is reopened, the stored slip can be opened with an appropriate authority without trouble.

It is a figure which shows schematic structure of the workflow system to which this embodiment is applied. It is a block diagram which shows an example of the hardware constitutions of the computer applicable to this embodiment. It is a schematic diagram which shows the flow of the slip in a workflow system. It is a flowchart which shows the process at the time of receiving the draft in the workflow server in a present Example. It is a flowchart which shows the process at the time of opening the pending | holding slip in the workflow server in a present Example. It is a figure which shows the path | route figure of the path | route which shows the flow of a slip. It is a figure which shows an example of the organization chart which can be utilized in a present Example. It is a figure which shows an example of concurrent staff DB. It is a figure which shows an example of the drafting organization selection screen displayed when a concurrent employee drafts. It is a figure which shows an example of a purchase request form slip. It is a figure which shows an example of the error screen displayed when the operator has no drafting authority. It is a figure which shows an example of the pending | holding slip in this embodiment. It is a figure which shows an example of the option setting screen at the time of the design of a slip.

[First Embodiment]
Hereinafter, details of the present invention will be described with reference to the drawings.
FIG. 1 is a diagram showing a schematic configuration of a workflow system to which this embodiment is applied.

  A workflow system according to the embodiment includes a workflow and slip design computer terminal (workflow and slip design terminal) 400, and a workflow operation computer terminal (workflow operation terminal) provided corresponding to a processor (person in charge) who performs a task. Terminal) 300, various tables for executing a workflow, and a workflow server 200 for storing various programs.

  The workflow and slip design terminal 400, the workflow operation terminal 300, and the workflow server 200 are each connected to a network 500 and operated.

  The workflow and slip design terminal 400 includes a slip designer program 401 and a system management program 402, and creates a slip definition used in the workflow system and various definition information used in the workflow system. For example, the workflow and slip design terminal 400 can register an organization table, role table, user table, user role table, delivery definition information, various slip information, and the like in the workflow server 200. In order to perform these operations, the workflow and slip design terminal 400 can connect to the workflow server 200 by inputting its own identification information.

  The workflow operation terminal 300 uses the Web browser 301 executed on the workflow operation terminal 300 to transmit access information regarding the slip to the workflow server 200 by HTTP, and receives the result. At this time, the generated display / calculation processing is executed by using a Java (registered trademark) applet 302 or the like. The workflow operation terminal 300 is arranged for a person in charge (for example, a drafter, a section manager, a department manager, etc.) who performs a predetermined job specified in advance.

  The workflow server 200 includes information related to the workflow system (organization table, role table, user table, user role table, delivery definition information, delivery information table, viewing right table (former viewing right table, approver viewing right table), various types RDBMS (Relational DataBaSe Management System) 205 for storing slip information, HTTP server 201 for receiving a request from workflow operation terminal 300 and executing the request, servlet engine 202, workflow program 203, SMTP for realizing a workflow notification function The server 204 is configured.

  Hereinafter, a hardware configuration of a computer applicable to the workflow server 200, the workflow operation terminal 300, the workflow and the slip design terminal 400 illustrated in FIG. 1 will be described with reference to FIG.

  FIG. 2 is a block diagram showing an example of a hardware configuration of a computer applicable to the workflow server 200, the workflow operation terminal 300, the workflow and slip design terminal 400 shown in FIG.

  In FIG. 2, reference numeral 101 denotes a CPU, which is stored in a ROM 103 or a hard disk (HD) 104 (any other storage device such as a flexible disk, CD-ROM, DVD-ROM, etc.) 104. The entire computer is controlled by loading the program onto the RAM 102 and executing it. The RAM 102 is used as a work area for the CPU 101.

  A communication interface 108 enables connection to the communication network 500. An input device 106 corresponds to a pointing device such as a keyboard or a mouse. Reference numeral 107 denotes a display device, which includes a CRT, LCD, or the like.

  Note that the RDBMS 205 of the workflow server 200 illustrated in FIG. 1 is built in the HD 104 of the workflow server 200. In addition, the HTTP server 201, the servlet engine 202, the workflow program 203, and the SMTP server 204 of the workflow server 200 are realized by the CPU 101 of the workflow server 200 loading and executing a program stored in the HD 104 on the RAM 102. The

  Further, the Web browser 301 of the workflow operation terminal 300 shown in FIG. 1 is realized by the CPU 101 of the workflow operation terminal 300 loading and executing a program stored in the HD 104 on the RAM 102.

  Further, the Java (registered trademark) applet 302 of the workflow operation terminal 300 shown in FIG. 1 is executed by the CPU 101 of the workflow operation terminal 300 executing the program downloaded from the workflow server 200 on the Web browser 301. Realized.

The slip designer program 401 and the system management program 402 of the workflow and slip design terminal 400 shown in FIG. 1 are loaded into the RAM 102 by the CPU 101 of the workflow and slip design terminal 400 by loading a program stored in the HD 104. It is realized by executing.
FIG. 3 is a schematic diagram showing the flow of slips in the workflow system shown in FIG.

  In the workflow system according to the present embodiment, as shown in FIG. 3, using the workflow operation terminal 300, the person in charge defined by an organization and a role called a node for issuing a slip and approving / rejecting the slip. Do. A business process is defined as a group of nodes to which a slip is delivered.

  A business process requires several steps from its start to its end. In each step, several procedures (draft, approval, denial, hold, etc.) can be taken.

  For example, in the case of the business process shown in FIG. 3, in order from node 0 to node 4, the steps of employee → department → department manager → department manager → president are taken, “draft” → “approval / denial” → “approval / Consists of procedures of “deny” → “approval / denial” → “approval / denial”.

The procedure can take several procedures at each step (node). It can be classified mainly into forward procedures (application, approval, etc.) and backward procedures (denial).
Information defining such a business process is called route information.
FIG. 4 is a flowchart showing processing when accepting a draft in the workflow server in the present embodiment.
First, a login to the job selected in step S401 is accepted. In the present embodiment, it is assumed that “purchase request form” is selected as the business.
In step S402, it is confirmed whether there is a slip that can be drafted by the operator. Specifically, the processing is performed based on the route diagram shown in FIG. 6 and the organization chart shown in FIG.

  FIG. 6 is a diagram showing a route diagram of the route showing the flow of the slip. The transportation expense slip 601 is associated with different divisions 602, that is, A division / B division / C division, and different routes 603 are set for each. As a result, different routes can be defined for each organization even in the same slip. Forms can be set for each node in the route.

  FIG. 7 is a diagram showing an example of an organization chart that can be used in this embodiment. The A division / B division / C division corresponds to the organization 602 shown in FIG. In step S402, if the organization to which the operator belongs is associated with the slip, it is assumed that there is an authority to issue a vote. In FIG. 6, since there is no route for the C division, the person belonging to the C division has no drafting authority.

  If it is determined in step S402 that there is a drafting authority, it is confirmed in step S403 whether the operator is a concurrent person. Judgment is made based on whether or not a plurality of route diagram organization tables 701 exist. Alternatively, a concurrent person DB as shown in FIG. 8 may be possessed. If the person is a part-timer, a draft organization selection screen as shown in FIG. 9 is displayed in step S404.

  FIG. 8 is a diagram illustrating an example of the concurrent staff DB. As can be seen from the figure, it can be seen that the draft Taro a has both a role and an organization as described in the role column 802 and the organization column 803. In this embodiment, the organization determines whether or not the drafting authority is present, but it is also possible to determine the combination of the role and the organization, and it is also possible to determine using other items. is there.

  FIG. 9 is a diagram illustrating an example of a drafting organization selection screen displayed when a concurrent staff drafts. The drafting organization selection screen 901 includes a drafting organization selection column 902, and a name column 903, a role column 904, and an organization column 904 are displayed in association with each other. This screen ends when the cancel button 907 is pressed. On the other hand, when the OK button 906 is pressed in the selected state, a purchase request form slip is opened in the selected organization. Also, the selected organization is stored, and the organization can be selected by default from the next time onward.

  FIG. 10 is a diagram illustrating an example of a purchase request form slip. It is a screen displayed by the process of step S405. The drafter can fill out the necessary items and apply for a voucher. When an application button 1002 is pressed, the process moves to the next node defined in the route diagram. When the save button 1003 is pressed, the slip is temporarily stored and stored in the RDBMS 205. The slip as shown in FIG. 12 is stored in the on-hold slip.

  If it is determined in step S402 that the drafting authority is not granted, an error screen as shown in FIG. 11 is displayed in step S406. FIG. 11 is a diagram illustrating an example of an error screen displayed when the operator has no drafting authority.

FIG. 12 is a diagram illustrating an example of a pending slip in the present embodiment. The slip list screen 901 includes a slip status 1202, a slip number 1203 uniquely assigned by the system, a reception date 1204 which is a date when the slip is put on hold, a slip name 1205, a drafter 1206, and an organization 1207 at the time of drafting , And the creation date 1208 when the slip was created are stored.
FIG. 5 is a flowchart showing a process for opening a pending slip in the workflow server in this embodiment.

  First, in step S501, a login to the workflow system is accepted. Next, in step S502, a suspended slip list screen with the name of the logged-in user is displayed. The list screen may be displayed when a display request is received, or may be displayed unconditionally when a pending slip exists at the time of login. Also, nothing is displayed when there is no pending slip.

  In step S503, the screen of FIG. 12 is displayed and the selection of the slip is accepted. A slip is selected by depressing a selection button 1209 that is activated by placing the held slip in a selected state and selecting it.

  In step S504, it is determined whether the operator has authority for this slip. If there is no authority, the process proceeds to step S513, an error screen as shown in FIG. 11 is displayed, and the process ends. Here, as a case where authority is lost with respect to a held slip, a case where it does not belong to the organization 602 of the route diagram 603 due to personnel change or the like can be considered.

  On the other hand, in step S505, it is determined whether the operator is a concurrent person. If it is determined that the person is a concurrent person, in step S506, it is compared whether the current organization is the same as that at the time of drafting. The organization at the time of drafting is stored in the organization column 1207 of the pending slip list. In step S507, if the organization at the time of drafting is the same as the current organization, the processing proceeds to steps S508 to S510, which is a determination process for determining whether or not to select an organization when opening a pending slip.

  In step S508, the operator determines whether the organization has been changed due to personnel changes between the time of drafting and the present time. The organization table 701 or the like is used for this determination. In step S509, it is determined whether or not the design of the corresponding slip has been changed between the draft time and the present time. For this, the contents set in the slip 601 are used. In step S510, it is determined whether or not there is a month between the draft and the present. Whether or not to make these determinations is set as shown in FIG. 13 and can be set when the slip 602 is designed.

  FIG. 13 is a diagram illustrating an example of an option setting screen at the time of designing the slip 602. In the option setting screen 1301, “purchase request form” is set in the target slip column 1302 for setting, and it can be seen that the purchase request form is set. In the judgment item column 1303, it is possible to set a condition as to whether or not to select an organization when opening a pending slip.

In step S508 to S510, if any one of them is applicable, an organization selection screen 901 is displayed in step S511. On the other hand, if none corresponds, the process proceeds to step S512, and the pending slip is opened in the organization set in the slip. Similarly, when it is determined in step S505 that the person is not a concurrent person, the slip is controlled to be opened without selecting an organization.
Therefore, according to the present invention, when a voucher stored by a drafter having a plurality of authorities is reopened, the stored voucher can be opened with an appropriate authority.

  Although one embodiment has been described above, the present invention can take an embodiment as, for example, a system, apparatus, method, program, or recording medium, and specifically includes a plurality of devices. The present invention may be applied to a system including a single device.

  The program according to the present invention is a program that can be executed by a computer according to the processing method of the flowchart shown in the present invention. The storage medium according to the present invention stores a program that can be executed by a computer. The program in the present invention may be a program for each processing method of each device.

  As described above, a recording medium that records a program that implements the functions of the above-described embodiments is supplied to a system or apparatus, and a computer (or CPU or MPU) of the system or apparatus stores the program stored in the recording medium. It goes without saying that the object of the present invention can also be achieved by executing the reading.

  In this case, the program itself read from the recording medium realizes the novel function of the present invention, and the recording medium storing the program constitutes the present invention.

  As a recording medium for supplying the program, for example, a flexible disk, hard disk, optical disk, magneto-optical disk, CD-ROM, CD-R, DVD-ROM, magnetic tape, nonvolatile memory card, ROM, EEPROM, silicon A disk, solid state drive, or the like can be used.

  Further, by executing the program read by the computer, not only the functions of the above-described embodiments are realized, but also an OS (operating system) operating on the computer based on an instruction of the program is actually It goes without saying that a case where the function of the above-described embodiment is realized by performing part or all of the processing and the processing is included.

  Furthermore, after the program read from the recording medium is written to the memory provided in the function expansion board inserted into the computer or the function expansion unit connected to the computer, the function expansion board is based on the instructions of the program code. It goes without saying that the case where the CPU or the like provided in the function expansion unit performs part or all of the actual processing and the functions of the above-described embodiments are realized by the processing.

  Further, the present invention may be applied to a system composed of a plurality of devices or an apparatus composed of a single device. Needless to say, the present invention can be applied to a case where the present invention is achieved by supplying a program to a system or apparatus. In this case, by reading a recording medium storing a program for achieving the present invention into the system or apparatus, the system or apparatus can enjoy the effects of the present invention.

Furthermore, by downloading and reading a program for achieving the present invention from a server, database, etc. on a network using a communication program, the system or apparatus can enjoy the effects of the present invention.
In addition, all the structures which combined each embodiment mentioned above and its modification are also included in this invention.

101 CPU7
102 RAM
103 ROM
104 HD
106 Input Device 107 Display Device 108 Communication Interface

Claims (6)

In a workflow system that allows you to apply for electronic documents while also serving as a role,
A holding means for holding the electronic document as a temporary storage together with the role of the drafter who drafted the electronic document;
Authority determining means for determining whether an operator has a drafting authority for the held slip when opening the held slip;
Affiliation determination means for determining whether there is a change in the organization to which the drafter belongs after the electronic document is held and opened,
When opening the suspended slip, if the operator has the drafting authority by the authority determining means and the affiliation determining means determines that the affiliation has been changed, the organization of the slip as the organization Display a list of whether to open,
On the other hand, when it is determined that the operator has the drafting authority and the affiliation has not been changed, the electronic document is opened as an organization when the drafter stores the slip. Workflow system. A voucher design change judging means for judging whether or not there has been a change in the voucher design of the electronic document between the holding and opening of the electronic document;
When opening the suspended slip, if the operator has a drafting authority by the authority determining means and the slip design change determining means determines that the design has been changed, Display a list of organizations to open,
On the other hand, when it is determined that the operator has a drafting authority and the slip design has not been changed, the electronic document is opened as an organization when the drafter saves the slip, Workflow system. A month-stretching judging means for judging whether or not the month spans the date and time when the electronic document is held and opened;
When opening the held slip, the operator has a drafting authority by the authority determining means, and the month straddling determining means determines that the date of the slip is a month straddling, Displays a list of organizations for which the document is opened,
On the other hand, if the operator has a drafting authority and is determined to be within the same month, the workflow system is characterized in that the electronic document is opened as an organization when the drafter stores the slip. . In a workflow system control method that allows you to apply for electronic documents while also serving as a role,
A holding step of holding the electronic document as a temporary storage together with the role of the drafter who drafted the electronic document;
An authority determination step for determining whether an operator has a drafting authority for the held slip when opening the held slip;
An affiliation determination step for determining whether there is a change in the organization to which the drafter belongs after the electronic document is suspended and opened;
When opening the suspended slip, if the operator has the drafting authority by the authority determining means and the affiliation determining means determines that the affiliation has been changed, the organization of the slip as the organization Display a list of whether to open,
On the other hand, when it is determined that the operator has the drafting authority and the affiliation has not been changed, the electronic document is controlled to open as the organization when the drafter stores the slip A method for controlling a workflow system characterized by the above.   A program for causing a computer to execute the workflow system control method according to claim 4.   A recording medium in which the program according to claim 5 is recorded so as to be readable by a computer.

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