JP2014131222A - Document management server, control method thereof, and program - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a mechanism for enhancing operability of a user while reducing the load of a system, by switching the notification method for requesting the registration processing of a received document for the user, depending on the backlog of each user.SOLUTION: A document management server acquires the backlog of a person in charge of receiving a document from an image processing apparatus and processing the document thus received from a case management server, selects a notification method for notifying the notification destination of the person in charge of the reception of a document, according to the fact whether or not the backlog thus acquired goes above a threshold indicating the value of backlog in one person in charge, and notifies the person in charge of the reception of a document according to a notification method thus selected.

Description

  The present invention relates to a document management server for registering a document received by fax, a control method therefor, and a program.

  Until now, with respect to receiving a fax (facsimile) document, a method of receiving a fax document from an external fax machine by a fax machine held by the fax receiver, printing it, and checking the contents has been the mainstream. In recent years, a fax reception and transfer service has been developed that can confirm a fax document received from an external fax machine without printing. In this service, a fax document received by a fax machine is transmitted as electronic data to a fax reception / transfer apparatus on the network and processed as electronic data. By providing this service, a user can check a fax document received remotely using an application such as a Web browser.

  In the fax reception and transfer service, a fax document received as electronic data is temporarily stored for each user by a fax transmission source number (hereinafter referred to as “transmission source number”) of an external fax machine. The user can register the temporarily received fax received document in the storage server by designating an arbitrary storage destination from the Web browser. Patent Document 1 discloses a system for determining and notifying a distribution destination user in consideration of the processing status of each user, instead of simply storing a document received from an external fax machine for each transmission source number for each user. ing. With this system, it is possible to solve the problem that the processing associated with fax reception is concentrated on a specific user depending on the timing and the throughput of the entire work is reduced.

  Further, the fax reception / transfer service has a function of notifying the user when the reception of the fax document is completed or when the data is registered in the storage server. As a notification content, a link to a Web site that can perform registration processing of a fax document to be processed is described. Upon receiving the notification, the user presses the link and performs subsequent registration processing for each notification. Can do. Patent Document 2 discloses a technique for performing attendance confirmation on a portable terminal of a prospective participant at an attendance confirmation notification time regarding attendance confirmation notification to an attendee in a conference management system. When there is no response to the notification, re-notification is performed at specific time intervals until the conference start time elapses. Thereby, the meeting organizer can grasp the user's attendance confirmation in real time.

JP 2012-058935 A JP 2000-194620 A

  However, the above prior art has the following problems. In the above prior art, when controlling users to be distributed according to the user's processing status, regarding the unprocessed fax document once distributed to the user, the user regarding the change of the notification method to the user or the registration of the unprocessed case There is a problem related to the complexity. For example, if the number of unprocessed cases increases, a registration operation is required for each process case, which is troublesome for the user. In addition, when notification is made at a fixed interval until an unprocessed matter is processed regarding the notification method, the notification is executed until the processing is completed when the unprocessed state continues, so the number of notifications to the user increases. End up. As a result, the complexity of the user's confirmation operation for the notification and the subsequent processing operation cannot be eliminated, and the load on the system increases.

  The present invention has been made in view of the above-described problems. By switching a notification method for requesting a user to register a received document according to the number of unprocessed items for each user, a user operation is performed. The purpose is to provide a mechanism for improving the performance and reducing the load on the system.

  The present invention is a document management server communicable with an image processing apparatus and a case management server that manages documents and cases in association with each other, the receiving unit receiving a document from the image processing device, and the reception unit receiving the document Acquisition means for acquiring the number of unprocessed cases in the person in charge of processing the processed document from the case management server, and the number of unprocessed cases acquired by the acquisition means indicates the value of the number of unprocessed cases for one person in charge The selection means for selecting a notification method for notifying that the document is received to the notification destination of the person in charge according to whether or not the threshold is equal to or greater than the threshold, and the document is received according to the notification method selected by the selection means And a notification means for notifying the person in charge.

  The present invention provides a mechanism for improving user operability and reducing system load by switching a notification method for requesting a user to register a received document according to the number of unprocessed items for each user. Can be provided.

1 is an overall view of a registration management system according to a first embodiment. FIG. 2 is a block diagram showing the configuration of the MFP 101 according to the first embodiment. The block diagram which shows the structure of the case management server 103 concerning 1st Embodiment. FIG. 2 is a block diagram showing a configuration of a fax management server 104 according to the first embodiment. The figure which shows the fax reception management list | wrist 500 which concerns on 1st Embodiment. The figure which shows the notification destination management list | wrist 600 concerning 1st Embodiment. The figure which shows the person-in-charge management list 700 which concerns on 1st Embodiment. The figure which shows the notification method management list 800 which concerns on 1st Embodiment. The figure which shows the operation screen which concerns on 1st Embodiment. The figure which shows the operation screen which concerns on 1st Embodiment. The figure which shows the operation screen which concerns on 1st Embodiment. The figure which shows the mail notification content which concerns on 1st Embodiment. The figure which shows the mail notification content which concerns on 1st Embodiment. 6 is a flowchart showing the operation of the fax management server 104 according to the first embodiment. FIG. 2 is a sequence diagram showing the entire fax registration management system according to the first embodiment. 6 is a flowchart showing the operation of the fax management server 104 according to the first embodiment. The figure which shows the notification method management list 1700 which concerns on 2nd Embodiment. The figure which shows the operation screen which concerns on 2nd Embodiment. The figure which shows the operation screen which concerns on 2nd Embodiment.

  Hereinafter, embodiments of the present invention will be described in detail with reference to the accompanying drawings. The following embodiments do not limit the present invention according to the claims, and all combinations of features described in the embodiments are not necessarily essential to the solution means of the present invention. .

<First Embodiment>
<Configuration of image processing system>
In the following, a first embodiment of the present invention will be described with reference to FIGS. First, an overall configuration of an image processing system that is a registration management system will be described with reference to FIG. An MFP (Multifunction Peripheral) 101, a PC 102, a case management server 103, and a fax (facsimile) management server 104 are communicably connected to each other on a LAN (Local Area Network) 100. Hereinafter, the term “facsimile” is abbreviated as “fax”. The MFP 101 is an example of an image processing apparatus. The PC 102 is an example of an information processing apparatus. The case management server 103 and the fax management server 104 are examples of a document management server.

  Further, the MFP 101 is connected to a PSTN (public telephone network) 110 and can perform fax transmission / reception with an external fax (facsimile) apparatus (not shown). In addition, the MFP 101 communicates with the fax management server 104 that provides a Web service using HTTP / HTTPS. Using this communication, the MFP 101 automatically transfers the received fax to the fax management server 104. The PC 102 has a web browser and a mail client. As a result, a screen based on HTML and JavaScript provided by the fax management server 104 can be displayed on the Web browser of the PC 102 and a user operation instruction of the PC 102 can be accepted. Further, the mail notified by the fax management server 104 can be displayed and confirmed on the mail client of the PC 102. Although FIG. 1 shows an example in which the matter management server 103 and the fax management server 104 exist on the LAN 100, the matter management server 103 and the fax management server 104 may exist on the Internet. Further, the case management server 103 and the fax management server 104 may be configured as a cloud server in which a plurality of servers cooperate to perform processing.

<Configuration of image processing apparatus>
Next, a configuration example of the MFP 101 that is an image processing apparatus will be described with reference to FIG. A control unit 210 including a CPU 211 controls the overall operation of the MFP 101. The CPU 211 performs various controls such as reading control and transmission control by reading and executing a control program stored in the ROM 212. The RAM 213 is used as a temporary storage area such as a main memory or work area for the CPU 211. In the case of the MFP 101, one CPU 211 executes each process shown in a sequence diagram to be described later using one memory (RAM 213 or HDD 214), but other modes may be used. For example, a plurality of CPUs, a plurality of RAMs, or HDDs can be cooperated to execute each process shown in a sequence diagram to be described later. The HDD 214 stores image data and various programs.

  The operation unit I / F 215 connects the operation unit 220 and the control unit 210. The operation unit 220 includes a liquid crystal display unit having a touch panel function, a keyboard, and the like. The printer I / F 216 connects the printer 221 and the control unit 210. Image data to be printed by the printer 221 is transferred from the control unit 210 via the printer I / F 216 and printed on a recording medium by the printer 221. The scanner I / F 217 connects the scanner 222 and the control unit 210. The scanner 222 reads an image on a document to generate image data (image file), and inputs the image data to the control unit 210 via the scanner I / F 217. The MFP 101 can send the image data (image file) generated by the scanner 222 as a file or mail.

  The modem I / F 218 connects the modem 223 and the control unit 210. The modem 223 connects the control unit 210 (MFP 101) to the PSTN 110. The modem 223 performs fax communication with the fax machine on the PSTN 110. A network I / F 219 connects the control unit 210 (MFP 101) to the LAN 100. Image data and various types of information are transmitted to external devices on the LAN 100 (the case management server 103, the fax management server 104 on the Internet through a firewall, the PC 105, etc.), and various types of information are received from the external devices on the LAN 100.

<Configuration of Item management server>
Next, a configuration example of the case management server 103 will be described with reference to FIG. A control unit 310 including a CPU 311 controls the operation of the entire case management server 103. The CPU 311 reads out the control program stored in the ROM 312 and executes various control processes. The RAM 313 is used as a temporary storage area such as a main memory or work area of the CPU 311. The HDD 314 stores image data and various programs. The network I / F 315 connects the control unit 310 (item management server 103) to the LAN 100. The network I / F 315 transmits and receives various information to and from other devices on the LAN 100.

<Fax management server configuration>
Next, a configuration example of the fax management server 104 will be described with reference to FIG. A control unit 410 including a CPU 411 controls the operation of the entire fax management server 104. The CPU 411 reads out a control program stored in the ROM 412 and executes various control processes. The RAM 413 is used as a temporary storage area such as a main memory or work area for the CPU 411. The HDD 414 stores image data and various programs. The network I / F 415 connects the control unit 410 (fax management server 104) to the LAN 100. The network I / F 415 transmits / receives various information to / from other devices on the LAN 100.

<Fax reception management list>
Next, the fax reception management list 500 stored in the HDD 414 of the fax management server 104 will be described with reference to FIG. When the fax management server 104 receives a fax document from the MFP 101, a new record is added to the fax reception management list 500, and information regarding fax reception is managed. The fax reception management list 500 includes information of a reception ID 501, a reception date / time 502, a number 503, a transmission source number 504, a status 505, and a person in charge ID 506.

  The reception ID 501 is information uniquely indicating each fax reception. The reception date and time 502 is information indicating the date and time when the fax document is received. The number of sheets 503 is information indicating the number of documents received by fax. The transmission source number 504 is information indicating the telephone number of the transmission source of the document received by fax. The status 505 is information indicating the processing status of the received fax document. The status includes, for example, NEW (new arrival), COMFIRM (confirmed), RUNNING (during registration), COMPLETE (registered), and ERROR (error). The person-in-charge ID 506 is information that uniquely indicates the person in charge who processes the received fax document. The person-in-charge ID 506 is determined from the notification destination management list 600 described later.

<Notification management list>
Next, the notification destination management list 600 stored in the HDD 414 of the fax management server 104 will be described with reference to FIG. The notification destination management list 600 includes information of a transmission source ID 601, a transmission source number 602, and a person in charge ID 603. The transmission source ID 601 is information that uniquely indicates the transmission source. The transmission source number 602 is information indicating the fax number of the user who transmitted the fax. A transmission source number 602 indicates the same information as the transmission source number 504. The person-in-charge ID 603 is information that uniquely indicates the person in charge who processes the fax document sent from the transmission source number 602. A person-in-charge ID 603 indicates the same information as the person-in-charge ID 506. Assume that the transmission source number 602 and the person-in-charge ID 603 are associated with each other on the operation screen.

<Person management list>
Next, the person-in-charge management list 700 stored in the HDD 414 of the fax management server 104 will be described with reference to FIG. The person-in-charge management list 700 includes information on a person-in-charge ID 701, a person in charge 702, a notification destination 703, a notification setting ID 704, a notification change flag 705, and the number of unprocessed cases 706. The person in charge ID 701 is information that uniquely indicates the person in charge. A person-in-charge ID 701 indicates the same information as the person-in-charge IDs 506 and 603. The person in charge 702 is information indicating the name of the person in charge. A notification destination 703 indicates information of a notification destination used at the time of notification. As notification destination information, a personal e-mail address or mailing list address can be designated. The notification setting ID 704 is information that uniquely indicates the notification setting. The notification change flag 705 is information indicating whether or not the notification method has been changed. When the flag is “true”, the notification method is being changed, and when the flag is “false”, the notification method is not changed. The number of unprocessed cases 706 is information indicating the number of unprocessed cases (NEW (new arrival) in the status 405) in the fax processing currently held by the person in charge.

<Notification method management list>
Next, the notification method management list 800 stored in the HDD 414 of the fax management server 104 will be described with reference to FIG. The notification method management list 800 includes information of a notification setting ID 801, a threshold value 802, a notification content ID 803, and a notification interval 804. The notification setting ID 801 is information that uniquely indicates the notification setting. The notification setting ID 801 indicates the same information as the notification setting ID 704.

  The threshold value 802 indicates the upper limit of the number of unprocessed cases for one person in charge, and is a numerical value indicating a trigger for changing the notification method. That is, the notification method is changed when the threshold value is exceeded. Usually, the threshold value is used for comparison with the number of unprocessed cases 706. For example, if “10” is set as the threshold value, it means that the notification method is changed when the number of unprocessed cases out of the number of cases processed by the person in charge becomes 10 or more.

  The notification content ID 803 is information that uniquely represents the content to be notified when the number of unprocessed cases exceeds the threshold value 802. As the notification content corresponding to the notification content ID 803, the notification content (FIG. 12) described later is specified and used as a standard before the notification method is changed. After the change, the notification content (FIG. 13) may be designated. The notification interval 804 is information indicating the notification timing after the notification method is changed. For example, when “immediate” is designated, this means that the user is immediately notified when a fax document is received. When “2 days” is specified, this means that the user is notified at intervals of 2 days.

<Operation during fax transmission>
Next, a series of operations when the fax management server 104 receives a fax automatically transferred from the MFP 101 will be described with reference to FIG. The processing described below is realized by the CPU 411 of the fax management server 104 executing a control program stored in the HDD 414.

  In step S <b> 1401, the CPU 411 receives a fax transmitted from the MFP 101 via the LAN 100. In step S <b> 1402, the CPU 411 specifies the person-in-charge ID 603 based on the transmission source number 602 of the notification destination management list 600. Then, the CPU 411 acquires the number of unprocessed cases 706 of the corresponding person in charge ID 603 from the person in charge management list 700.

  In step S <b> 1403, the CPU 411 acquires a notification setting corresponding to the notification setting ID 704 of the person-in-charge management list 700 from the notification method management list 800 and acquires a threshold value 802. Furthermore, the CPU 411 compares the acquired threshold value 802 with the number of unprocessed cases 706, and determines whether or not the number of unprocessed cases is equal to or greater than the threshold value. If the number of unprocessed cases is less than the threshold value, the process advances to step S1404, and the CPU 411 checks the notification change flag 705 to determine whether true is set. If the notification change flag 705 is false, the process advances to step S1408, the CPU 411 performs notification processing, and ends the processing. On the other hand, if the notification change flag 705 is true, the process advances to step S1405, and the CPU 411 determines that the number of unprocessed cases 706 has fallen below the threshold value 802, undoes the change of the notification method, performs notification processing in step S1408, and performs processing. finish.

  On the other hand, if it is determined in S1403 that the number of unprocessed cases is equal to or greater than the threshold value, the process advances to S1406, and the CPU 411 checks the notification change flag 705 to determine whether it is false. If true, the process advances to step S1408, and the CPU 411 performs notification processing. If false, the process advances to step S1407, and the CPU 411 changes the notification method from false to true, performs notification processing in step S1408, and ends the process.

  The notification method is changed based on the notification method management list 800. The notification processing in S1408 is performed based on the notification interval 804 of the designated notification setting ID 801, and the notification destination is determined based on the corresponding notification destination 703. The notification content is notified using the notification content corresponding to the notification content ID 803. The notification content will be described later with reference to FIGS.

<Notification contents>
Next, the contents of the notification mail notified by the fax management server 104 will be described with reference to FIGS. FIG. 12 shows the contents of the notification mail when the first notification method is selected, and shows the contents of the notification mail notified when the notification change flag 705 is false in S1408. From 1201 describes the mail address of the fax management server that sends the notification mail. In To1202, the e-mail address of the notification destination determined in S1408 is designated. In the subject 1203, a message indicating that a fax is received and the date and time when the fax is received are described.

  A URL 1204 is a URL used when confirming detailed information of a document received by fax and registering a case, type, and file name. In the URL character string, “xxx.com” indicates the fax management server 104, and “job / detail” indicates the display of the registration screen. Further, “id = 0101” in the query part indicates fax reception managed by the reception ID “0101” in the fax reception management list 500. A URL 1205 is a URL used when displaying a list of documents received by fax. In the URL character string, “xxx.com” indicates the fax management server 104, and “job / list” indicates display of the list screen. The attached file 1206 is a thumbnail image of the document received by fax in S1401.

  FIG. 13 shows the contents of the notification mail when the second notification method is selected, and shows the contents of the notification mail notified when the notification change flag 705 is true in S1408. From 1301 describes the mail address of the fax management server that sends the notification mail. To 1302, the e-mail address of the notification destination determined in S1408 is designated. In the subject 1303, a message indicating a fax reception notification and the date and time when the notification is performed are described. URL 1304 is a URL for displaying an unprocessed case list. Among the URL character strings, “xxx.com” indicates the fax management server 104, and “job / list_unprocessed” indicates the display of the unprocessed list screen.

<Operation screen>
Next, an operation screen displayed on the display of the PC 102 will be described with reference to FIGS. 9 to 11. A screen 900 in FIG. 9 is displayed by the Web browser of the PC 102 based on HTML and JavaScript provided by the fax management server 104. The screen 900 is displayed when the user of the PC 102 that has received the notification mail in FIG. 12 selects the URL 1205. Even when the screen 900 is displayed, the authentication processing of FIG. 15 described later is necessary.

  The screen 900 shows a list of fax receptions managed by the fax reception management list 500. The document list 901 displays a list of documents held by the user in charge. The unprocessed document list 902 displays a list of unprocessed matters held by the user in charge. The processed document list 903 displays a list of processes completed by the user in charge. When the notification setting 904 is pressed, a notification setting screen (FIG. 11) described later is displayed.

  When the person in charge selects an arbitrary fax reception item and operates the delete button 909, the received document can be deleted. When the update button 905 is operated, the latest fax reception management list 500 is read and the screen 900 is updated. In the screen 900, a link (URL 1205) for displaying the screen 1000 of FIG. 10 is embedded in each row, and the screen 900 can be changed to the screen 1000. A download button 906 is operated when the received fax document is downloaded.

  A registration button 907 is operated when registering a fax document in the case management server 103. A list 908 displays a list of documents in a list format. In this list, information of the fax document for the person who is currently logged in among the items in the fax reception management list is displayed. As the contents to be displayed, for example, a reception date and time (Date), a file name (FileName), and a transmission source number (SenderNo) are displayed. A reset button 910 is operated when resetting the selection state of the list.

  A screen 1000 in FIG. 10 is displayed by the Web browser of the PC 102 based on HTML and JavaScript provided by the fax management server 104, and sets information for registering the received document according to the user input. The screen 1000 is displayed when the user of the PC 102 that has received the notification mail in FIG. 12 selects the URL 1204. Even when the screen 1000 is displayed, the authentication processing of FIG. 15 described later is necessary.

  The screen 1000 shows a case name 1001 and a type 1002 managed by the case management server 103. Such information (detailed information) is acquired and displayed in S1512 of FIG. 15 to be described later in order to be added as attribute information of the registered fax document. A document name 1003 is a field in which a person in charge inputs a document name to be registered. Reference numeral 1004 denotes an area for displaying a preview image of a fax document, and a page transition is operated using a control button 1005. A registration button 1006 performs an operation of registering a fax document with the set attribute information in the matter management server 103. A delete button 1007 performs an operation for deleting a fax document. A print button 1008 operates printing of a fax document.

  A screen 1100 in FIG. 11 is displayed by the Web browser of the PC 102 based on HTML and JavaScript provided by the fax management server 104, and sets notification settings in a second notification method to be described later according to user input. The screen 1100 is displayed when the user presses the notification setting 904 on the screen 1000. The screen 1100 displays a notification method management list 800 managed by the fax management server 104. The threshold value 1101 is a field for designating the number of unprocessed cases that become a trigger for changing the notification method.

  The notification content 1102 selects the notification content to be notified when the notification method is changed. As options, normal (FIG. 12) or unprocessed list (FIG. 13) can be selected. The notification interval 1103 can select the notification interval after the notification change. Options can be specified by “immediate”, “time unit”, or “day unit”. The registration button 1104 adds the content specified on the screen 1100 to the record in the notification method management list 800. A clear button 1105 performs an operation of clearing the content specified on the screen 1100. When the return button 1106 is pressed, the screen transitions to the screen 900.

<Overall sequence>
Next, an overall sequence when the fax management server 104 receives a fax from an external fax machine when each management list is in the state shown in FIGS. 5 to 8 will be described with reference to FIG. Here, after the fax management server 104 notifies the user that the fax has been received, confirmation of the notification is performed, and registration of the matter, type, and file name is performed using the URLs 1204, 1205, and 1304 in FIGS. The case where it went is demonstrated.

  In step S1501, the MFP 101 receives a fax from the external fax machine. In step S1502, the MFP 101 transfers the received fax to the fax management server 104, and the fax management server 104 stores the received data. Here, the fax document and information such as the transmission source telephone number and the number of faxes are also transferred. In step S1503, the fax management server 104 determines a notification method based on the flowchart of FIG. Since the notification content (link destination URL) is different from the notification change flag state of the person-in-charge management list 700, description will be made for each case (flag: false / true).

<Notification change flag: false>
In the case of the reception ID: 0101 and the person in charge ID: 001, the notification change flag 705 of the person in charge ID 001 is “false”, so that it is notified as the notification contents with the contents of FIG. After the person in charge confirms the notification content in S1503, in S1504, the PC 102 designates the URL 1205 in the Web browser and makes a display request for the list screen. Receiving this, the fax management server 104 determines that the person in charge ID 001 of the PC 102 has not been authenticated, and responds with an authentication screen (not described) in S1505. Thereafter, the person-in-charge ID 001 inputs authentication information via the authentication screen displayed by the Web browser of the PC 102.

  In step S <b> 1506, the PC 102 transmits the input authentication information to the fax management server 104. If the check is successful in the fax management server 104 and authentication is successful, the fax management server 104 returns a list screen 900 to the PC 102 in step S1507, and the PC 102 displays the screen 900.

  When the unprocessed document list 902 with the person-in-charge ID 001 is selected on the screen 900, the PC 102 makes a request for an unprocessed list screen in S1508. In step S <b> 1509, the fax management server 104 acquires an unprocessed matter with the person-in-charge ID 001 from the fax reception management list 500, responds an unprocessed list screen (not shown) to the PC 102, and the screen is displayed on the PC 102. The display format of the unprocessed list screen is the same as the display format of FIG. The person in charge selects a fax document to be registered among unprocessed cases, and presses a registration button 907. Alternatively, when the URL 1204 is specified for the Web browser in S1504, S1511 is executed after the next authentication processing (S1505 to S1506) from S1510 is completed.

  In step S1510, the PC 102 requests a registration screen. In step S <b> 1511, the fax management server 104 requests the case management server 103 for information on the case name 1001 and the type 1002 held by the person-in-charge ID 001. In S1512, the matter management server 103 responds to the fax management server with information held by the person-in-charge ID 001 based on the request. In step S1513, the fax management server 104 responds to the PC 102 with the registration screen 1000 created from the case information acquired in step S1513, and the registration screen 1000 is displayed on the PC 102. When the person in charge inputs the case name 1001, the type 1002, and the document name 1003 on the registration screen 1000, the PC 102 transmits registration information to the fax management server 104 in S 1514. In step S1515, the fax management server 104 registers the fax document in the matter management server 103 using the acquired information. In step S1516, the matter management server 103 registers the fax document and notifies the fax management server 104 of the completion of registration. In step S <b> 1517, the fax management server 104 returns a registration completion screen to the PC 102, and the registration completion screen is displayed on the PC 102.

<Notification change flag: true>
In the case of the reception ID: 0102 and the person-in-charge ID: 002, the notification change flag 705 of the person-in-charge ID 002 is “true”, so the notification content is notified with the content of FIG. After the person in charge confirms the notification content in S1503, in S1508, the PC 102 designates the URL 1304 in the Web browser and makes a display request for an unprocessed document list screen (not shown). Upon receiving this, the fax management server 104 determines that the person-in-charge ID 002 of the PC 102 has not been authenticated, and performs an authentication check in the same manner as in S1505 / S1506. Respond. The subsequent processing is the same as the processing at the time of “notification change flag: false”, and therefore will be omitted.

  As described above, in the image processing system according to the present embodiment, when the MFP 101 receives a document via facsimile communication, the document is transferred to the fax management server 104. The fax management server 104 acquires the number of unprocessed cases of the person in charge of processing the received document from the case management server 103 and notifies the person in charge when the document is received according to the acquired number of unprocessed cases. Switch the notification method. Specifically, if the number of unprocessed cases is equal to or greater than a predetermined threshold value, the fax management server 104 transmits a notification mail for prompting registration of unprocessed cases to the PC 102 (first notification method), and the number of unprocessed cases is a predetermined number. If it is less than the threshold, a notification e-mail prompting registration of the received document is transmitted to the PC 102 (second notification method). In the case of the first notification method, the normal screen shown in FIG. 9 is displayed on the browser of the PC 102, and in the case of the second notification method, a link for displaying an unprocessed list is displayed. As shown in FIG. 11, notification contents 1102 and notification interval 1103 when the second notification method is selected can be set. As a result, when the number of unprocessed cases is greater than or equal to the threshold, that is, for the person in charge who has accumulated unprocessed cases, the notification interval as a system is reduced by setting a longer notification interval. can do. In addition, the operability can be improved by changing the screen displayed on the browser on the PC 102 as described above depending on whether or not an unprocessed matter has accumulated for the user. .

<Second Embodiment>
Hereinafter, a second embodiment of the present invention will be described with reference to FIGS. 16 to 19. In the present embodiment, an embodiment in which a notification upper limit is added to the notification change flag 705 will be described. In the present embodiment, since there is no change from the system configuration according to the first embodiment, a duplicate description is omitted.

<Notification method management list>
First, the notification method management list 1700 stored in the HDD 414 of the fax management server 104 will be described with reference to FIG. Reference numerals 1701 to 1704 are the same as 801 to 804 in FIG. The notification upper limit unit 1705 is a parameter that is set in order to further change the notification method according to the time or the number of notifications when the notification change flag is true. As an option, “time” or “number of times” can be designated. An upper limit value 1706 indicates value information of a notification upper limit value corresponding to the notification upper limit unit 1705. The notification method 1707 shows the behavior when the upper limit is reached. Options include “proxy notification” and “notify notification”. The proxy notification destination 1708 indicates notification destination information to be notified when proxy notification is designated by the notification method 1707. For example, it is assumed that the notification upper limit unit 1705 is “time”, the upper limit value 1706 is “24”, the notification method is “proxy notification”, and the proxy notification destination 1708 is “D@xxx.com”. In this case, if the notification change flag remains true for 24 hours, it means that the notification method is switched to “proxy notification” and the notification destination “D@xxx.com” is notified.

<Operation screen>
Next, the operation screen displayed on the display of the PC 102 will be described with reference to FIGS. A screen 1800 in FIG. 18 is displayed by the Web browser of the PC 102 based on HTML and JavaScript provided by the fax management server 104, and sets information related to the upper limit of the notification time or the number of notifications according to the user input. The screen 1800 is displayed when the user presses a notification setting 1904 on the screen 1900 described later.

  On the screen 1800, information of the notification method management list 1700 managed by the fax management server 104 is displayed. Reference numerals 1801 to 1803 are the same as 1101 to 1103 in FIG. A notification upper limit unit 1804 indicates a value set in the notification upper limit unit 1705 of the notification method management list 1700. An upper limit value 1805 indicates a value designated by the upper limit value 1706. A notification method 1806 indicates a value designated for the notification method 1707. Reference numeral 1807 denotes a value designated by the proxy notification destination 1708. A registration button 1808 adds the content specified on this screen to a record in the notification method management list 1700. A clear button 1809 clears the content specified on this screen. When the return button 1810 is pressed, the screen changes to a screen 1900.

  Next, the screen 1900 will be described with reference to FIG. A screen 1900 is displayed by the Web browser of the PC 102 based on HTML and JavaScript provided by the fax management server 104.

  A screen 1900 is the same as the document list screen, and only one point of difference will be described. Reference numeral 1911 denotes information displayed when “notification stop” is designated by the notification method 1707. If the notification to the person in charge is stopped, the person in charge cannot know which fax has not been notified. Therefore, in order to be able to judge the unprocessed document that has not been notified, the fact that notification has not been made in the unprocessed document list is displayed by displaying “NEW” to indicate that it has not been notified. . There is no problem even if this expression method is implemented by another character string or another display method.

<Operation during fax transmission>
Next, a series of operations when the fax management server 104 automatically receives a fax from the MFP 101 and receives the fax will be described with reference to FIG. The processing described below is realized by the CPU 411 of the fax management server 104 executing a control program stored in the HDD 414.

  Since S1601 to S1608 are the same as S1401 to S1408 in FIG. 14, only the difference will be described. In step S1606, if the notification change flag is true, the CPU 411 proceeds to step S1609 and checks the notification upper limit value. When checking, the CPU 411 acquires a notification upper limit unit 1705 and an upper limit value 1706 from the notification method management list 1700. In step S <b> 1610, the CPU 411 determines whether or not the notification upper limit value has been exceeded. If not, the notification processing in step S <b> 1608 is performed. On the other hand, if the notification upper limit is exceeded and the notification method 1707 of the notification method management list 1700 is “proxy notification”, the process advances to step S <b> 1611, and the CPU 411 switches the notification destination to the proxy notification destination 1708 and performs notification processing in step S <b> 1608. To implement. Alternatively, if the notification upper limit is exceeded and the notification method 1707 is “notification stop”, the process advances to step S1612 to stop the notification process, and when the unprocessed document list in FIG. Holds information that distinguishes documents.

  In the present embodiment, the upper limit of the notification process can be set, and further, the notification content and the notification method when the upper limit is reached can be set. Therefore, according to the present embodiment, by setting an upper limit for notification to the user, the load on the system can be further reduced, and the operability of the user can be improved as in the first embodiment. it can.

<Other embodiments>
The present invention can also be realized by executing the following processing. That is, software (program) that realizes the functions of the above-described embodiments is supplied to a system or apparatus via a network or various storage media, and a computer (or CPU, MPU, etc.) of the system or apparatus reads the program. It is a process to be executed.

Claims (10)

A document management server that can communicate with an image processing apparatus and a matter management server that associates and manages documents and matters,
Receiving means for receiving a document from the image processing apparatus;
An acquisition means for acquiring, from the matter management server, an unprocessed number of matters in a person in charge of processing a document received by the receiving means;
Notifying that the person in charge has received the document according to whether or not the number of unprocessed cases acquired by the acquisition means is equal to or greater than a threshold indicating the value of the number of unprocessed cases for one person in charge Selection means for selecting a notification method to be performed;
A document management server comprising: notification means for notifying the person in charge that a document has been received according to the notification method selected by the selection means. The selection means includes
If the number of unprocessed cases is not greater than or equal to the threshold, select a first notification method that prompts the person in charge to register the received document in the case management server;
The method according to claim 1, wherein if the number of unprocessed cases is equal to or greater than the threshold value, a second notification method for selecting the person in charge to register an unprocessed document in the case management server is selected. Document management server.   In the first notification method, at least one of a link for displaying detailed information of the received document, a link for displaying a list of unprocessed documents, and a thumbnail image of the received document is in charge. The document management server according to claim 2, wherein the document management server is notified to a user.   3. The document management server according to claim 2, wherein in the second notification method, the person in charge is notified of a link for displaying an unprocessed document list.   The apparatus further comprises setting means for setting at least one of the threshold, a notification interval to the person in charge in the second notification method, and a notification content of the second notification method according to a user input. Item 5. The document management server according to any one of Items 2 to 4.   The document management server according to claim 5, wherein the setting unit further sets an upper limit value of the notification time or the number of notifications related to the notification to the person in charge according to a user input. The setting means is further configured to input a notification method when the notification time or the number of notifications exceeds the upper limit value as a proxy notification for notifying another notification destination or a notification stop for stopping the notification. Set according to
When the notification time or the number of notifications exceeds the upper limit, the notification unit notifies the person in charge that the document has been received by the notification method set by the setting unit. The document management server according to claim 6.   The document management server according to claim 1, wherein the document received by the receiving unit is a document received by facsimile communication in the image processing apparatus. A method of controlling a document management server that can communicate with an image processing apparatus and a matter management server that associates and manages documents and matters.
A receiving means for receiving a document from the image processing apparatus;
An acquisition step in which an acquisition unit acquires from the case management server the number of unprocessed cases in the person in charge of processing the document received in the reception step;
The selection unit receives the document to the notification destination of the person in charge according to whether or not the number of unprocessed cases acquired in the acquisition step is equal to or greater than a threshold value indicating the value of the number of unprocessed cases for one person in charge. A selection step for selecting a notification method for notifying that,
A method for controlling a document management server, wherein the notification means executes a notification step of notifying the person in charge that a document has been received according to the notification method selected in the selection step.   The program for making a computer perform each step in the control method of the document management server described in Claim 9.

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