JP2014178725A - Schedule management device, method and program - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide a schedule management device, method and program capable of temporarily setting the end scheduled date of a case including a request for decision, and confirming or reviewing a settlement schedule before the progress of the case.SOLUTION: A management server 10 includes: a specification part 111 for specifying the approver of a request for decision accompanied by a case in a work flow in accordance with a person in charge of the case; an extraction part 112 for extracting an approval enabling date from the schedule data of the specified approver; and a setting part 113 for setting the extracted approval enabling date as the approval scheduled date of the request for decision.

Description

  The present invention relates to an apparatus, a method, and a program for managing a schedule of items in a workflow system.

  2. Description of the Related Art Conventionally, a workflow system that collects and distributes electronic applications and notifications according to a predetermined decision route has been used. In the workflow system, approval procedures such as deliberation, reports, and notification applications are digitized to improve work efficiency.

  In addition, if the approver is absent during a business trip, vacation, meeting, or the like in a series of approval procedures, the case processing deadline may be exceeded. In view of this, a system has been proposed that confirms the schedule and sets a proxy for the person in charge of processing who is absent (see, for example, Patent Document 1).

JP 2004-013321 A

  However, when setting an approver for approval, a substitute may not be provided or preferable in order to meet the processing deadline depending on the organization configuration or the content of the approval.

  It is an object of the present invention to provide a schedule management apparatus, method, and program that can temporarily set a scheduled end date of a project including a request and can check or review a settlement schedule before the progress of the project.

  The schedule management apparatus according to the present invention, in correspondence with a person in charge of a matter in a workflow, identifies from an identification unit that identifies an approver of a deliberation associated with the matter, and approver schedule data identified by the identifying unit, An extraction unit that extracts possible dates; and a setting unit that sets an approval-permitted date extracted by the extraction unit as an approval-scheduled approval date.

  The specifying unit may specify the approver based on a category included in the request data of the case.

  The schedule management device includes a storage unit that stores past work time results in association with item classifications, and the setting unit calculates the work expected time of the person in charge based on the results, and the calculation The start date of the approval may be set based on the estimated work time.

  The schedule management device is configured to notify the person in charge of warning data when the expected completion date of the case according to the scheduled approval date set by the setting unit exceeds a deadline date included in the request data of the case. May be provided.

  The schedule management device includes an output unit that outputs display data indicating a progress stage of the discussion for each case, and the display data includes a predetermined image corresponding to each of the cases, and the predetermined image is the progress information. You may arrange | position in the area | region according to a step.

  The area corresponding to the progress stage may be provided for each requester of the case.

  The predetermined image may be provided separately for each person in charge.

  The predetermined image may be provided separately for each work amount of the case.

  According to the schedule management method of the present invention, an approval process is performed based on a specific step for identifying a person who approves a deliberation associated with the matter in correspondence with a person in charge of the matter in the workflow, and schedule data of the approver identified in the specific step. The computer executes an extraction step for extracting possible dates, and a setting step for setting the approval-permitted date extracted in the extraction step as the approval approval scheduled date.

  The schedule management program according to the present invention, in response to a person in charge of a matter in the workflow, specifies a approval step from a specific step of identifying an approver of the approval associated with the case, and the approver's schedule data specified in the specific step. An extraction step of extracting a possible date and a setting step of setting the approval-permitted date extracted in the extraction step as the approval approval scheduled date are executed by the computer.

  According to the present invention, the person in charge can confirm the scheduled end date of the matter before proceeding.

It is the schematic which shows the structure of the workflow system which concerns on embodiment. It is a block diagram which shows the function structure of the management server which concerns on embodiment. It is a business flow figure showing the matter processing procedure concerning an embodiment. It is a figure which shows the example of a setting of the schedule which concerns on embodiment. It is a figure which shows the example of a screen showing the matter process status which concerns on embodiment. It is a flowchart which shows the notification process which concerns on embodiment.

Hereinafter, an example of an embodiment of the present invention will be described.
FIG. 1 is a schematic diagram illustrating a configuration of a workflow system 1 according to the present embodiment.

  In the workflow system 1 of this embodiment, the schedule and progress of each requested item are managed by the management server 10 as a schedule management device. A terminal 20 used by each person in charge is connected to the management server 10 via a predetermined network, and a schedule or result is input from the terminal 20 and a progress status is output to the terminal 20.

  Further, the management server 10 can refer to a schedule DB (database) 30 that stores user schedule data. Based on this schedule data, the management server 10 automatically sets a request item deliberation schedule and notifies the terminal 20 of it.

FIG. 2 is a block diagram illustrating a functional configuration of the management server 10 according to the present embodiment.
The management server 10 includes a control unit 11, a storage unit 12, a communication unit 13, an input unit 14, and a display unit 15.

  The control part 11 is a part which controls the whole management server 10, and implement | achieves the various functions in this embodiment by reading and running the various programs memorize | stored in the memory | storage part 12 suitably. The control unit 11 may be a CPU (Central Processing Unit).

  The storage unit 12 is a storage area for various programs and various data for causing the hardware group to function as the management server 10, and may be a ROM, a RAM, a flash memory, a hard disk (HDD), or the like. Specifically, the storage unit 12 stores a program for causing the control unit 11 to execute each function of the present embodiment, and stores a performance DB 121 that accumulates the processing results of cases.

  The communication unit 13 is a network adapter when the management server 10 communicates with another device. Specifically, the communication unit 13 communicates with the terminal 20 using a predetermined protocol under the control of the control unit 11.

  The input unit 14 is an interface device that receives an instruction input from the user to the management server 10. The input unit 14 is configured by, for example, a keyboard and a mouse.

  The display unit 15 displays a screen for accepting data input to the user or displays a processing result screen by the control unit 11 according to display control by the control unit 11. The display unit 15 may be a display device such as a liquid crystal display (LCD) or an organic EL display.

  Further, the control unit 11 includes a specifying unit 111, an extracting unit 112, a setting unit 113, a notification unit 114, and an output unit 115.

The identifying unit 111 identifies the approver of the deliberation associated with this case, corresponding to the person in charge of the case in the workflow. Specifically, the specifying unit 111 specifies the approver based on the classification included in the request data of the case. The specifying unit 111 may accept designation input from the person in charge of the case and set or change the approver.
The specifying unit 111 specifies a plurality of approvers and the approval order of the plurality of approvers.

  The extraction unit 112 refers to the schedule DB 30 and extracts an applicable date from the schedule data of the approver specified by the specifying unit 111.

  The setting unit 113 sets the approval available date extracted by the extraction unit 112 as the approval approval scheduled date. At this time, the setting unit 113 sets the start date of the approval based on the estimated work time of the person in charge calculated from the work results stored in the result DB 121. In the result DB 121, past work time results are stored in association with case classifications as work results. Therefore, the setting unit 113 calculates the expected work time by statistically processing the work results for the same type of case by the person in charge or the predecessor.

  FIG. 3 is a business flow diagram showing a matter processing procedure in the workflow system 1 according to the present embodiment.

  When a case request mail is sent from the requester person A to the requestee administrator a (step 1), the administrator a who has received the request mail determines the person in charge b (step 2). A work request is made to b (step 3).

  When the person in charge b confirms the approver of the approval, the management server 10 sets the scheduled approval date based on the schedules of the primary approver c and the final approver d (steps 4 and 5).

  When the person in charge b finishes the preliminary work before the approval and starts the approval (step 6), the primary approver c is notified of the approval request, and when the primary approver c approves, the approval request is notified to the final approver d. The

  When the final approver d approves (step 7), the person in charge b transmits an answer mail to the person in charge A who is the request source (step 8).

FIG. 4 is a diagram illustrating a setting example of a schedule according to the present embodiment.
The setting data is generated by the management server 10 and stored in the storage unit 12.

  When the request mail is transmitted in step 1, request source information (request source organization, request source person in charge, request date, deadline date, method) and request destination information organization are set. When this request mail is received in step 2, the receipt date of the request destination information is set.

  When the manager a of the request destination makes a work request to the person in charge b in step 3, the person in charge of the request destination information is set, and the approval status is initially set to unapproved.

  In step 4, the scheduled primary approval date is set from the schedule of the primary approver c, and subsequently, the planned final approval date is set from the schedule of the final approver d in step 5.

In step 6, when the person in charge b finishes the work and starts the approval, the approval status is changed during approval. Thereafter, when the final approver d approves in step 7, an approval date is set and the approval status is changed to approved.
In step 8, when the person in charge b transmits a reply mail to the requester, a reply date is set.

  The notification unit 114 notifies the person in charge and the approver of warning data when the estimated end date of the case according to the scheduled approval date set by the setting unit 113 exceeds the deadline date included in the request data of the case. Thereby, the person in charge who received the warning data at the terminal 20 can take measures such as resetting the deadline date or the approver, or adjusting the schedule by the approver in advance.

The output unit 115 outputs display data indicating the progress stage of the approval for each case and causes the terminal 20 to display the display data.
The display data includes a predetermined image corresponding to each case, and this predetermined image is arranged in an area corresponding to the progress stage of the case. An area corresponding to the progress stage is provided for each requester of the project. Further, the predetermined image is provided separately for each person in charge of the project and for each work size.

FIG. 5 is a diagram illustrating an example of a screen representing the case processing status according to the present embodiment.
The terminal 20 receives data from the management server 10 in response to a request from the user or at a predetermined timing, and performs screen display.

  In this screen example, areas corresponding to the request source (for example, the general affairs department, the planning department) and the progress stage (for example, before the start of the approval, during the primary approval, during the final approval) are provided.

  For example, an image corresponding to each case requested by the general affairs department is first displayed in the area 41 regardless of the progress stage, and among these cases, the case waiting for approval is the area 42 or the area 43 corresponding to the approval stage. Is displayed.

  The image corresponding to the case has a size corresponding to the amount of work (for example, “large”, “medium”, “small”), and is further displayed in different colors for each person in charge of the case.

  Further, for example, when the case B-2 in FIG. 5A is approved, the total number of cases and the image of the case B-2 arranged during the final approval are deleted as shown in FIG. 5B. . In this way, the number of cases for each request source, each person in charge, the amount of work, and the progress stage are displayed in a graph.

  FIG. 6 is a flowchart showing notification processing for a scheduled approval date and a warning according to the present embodiment.

  In step S <b> 11, the specifying unit 111 specifies the approver of the approval based on the item classification or the designation input by the person in charge.

  In step S <b> 12, the extraction unit 112 reads schedule data in which the action plan of the approver specified in step S <b> 11 is stored from the schedule DB 30.

  In step S <b> 13, the extraction unit 112 extracts a date that can be approved by the approver after the start date of the approval according to the work amount and the work classification, and sets the date as a scheduled approval date.

  In step S14, the notification unit 114 determines whether or not the matter ends within the time limit based on the scheduled approval date set in step S13. If this determination is YES, the process proceeds to step S15, and if the determination is NO, the process proceeds to step S16.

  In step S <b> 15, the notification unit 114 notifies the terminal 20 of the matter schedule including the scheduled approval date for the approval.

  In step S <b> 16, the notification unit 114 notifies the terminal 20 of a warning that the scheduled end date of the case exceeds the deadline date.

  As described above, according to the present embodiment, in the workflow system 1, when the approver for approval is specified, the management server 10 sets the approval approval date based on the schedule of the approver. Therefore, since the management server 10 can temporarily set the scheduled end date of the item including the approval, the person in charge can confirm or review the approval schedule before the progress of the item.

  Moreover, since the management server 10 can identify the approver with one or more approvers along with the approval order based on the classification included in the request data of the case, the approval schedule can be automatically set while reducing the burden on the person in charge. .

Further, since the management server 10 can set the start date of the approval based on the estimated work time of the person in charge, it can set the scheduled approval date more accurately.
Furthermore, the management server 10 can calculate the estimated work time based on the results by storing the past results of the work hours in association with the case classifications, so that the accuracy of the approval schedule can be improved.

  In addition, the management server 10 notifies the person in charge of the warning data when the expected end date of the case exceeds the deadline date included in the request data. Therefore, the person in charge who has received the warning data at the terminal 20 Measures can be taken in advance.

In addition, the management server 10 displays the images corresponding to the respective cases in an area indicating the progress stage of the deliberation, so that the manager and the person in charge can easily determine the total number of cases waiting to be processed and the progress stage. It can be grasped.
Furthermore, since the display data is generated by distinguishing the requester of the project, the person in charge, and the amount of work, the management server 10 can notify the status of the deliberation in more detail.

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

  The management server 10 is an example of an information processing device that can be connected to a network, and may be various information processing devices (computers) such as a server device or a PC (Personal Computer), and each of the functions described above is realized by software. Is done. When realized by software, a program constituting the software is installed in the information processing apparatus. These programs may be recorded on a removable medium such as a CD-ROM and distributed to the user, or may be distributed by being downloaded to the user's computer via a network.

  Further, the management server 10 and the schedule DB 30 may be an integrated information processing device, or may be further distributed to a plurality of information processing devices for each function.

1 Workflow system 10 Management server (schedule management device)
11 Control unit 12 Storage unit 20 Terminal 30 Schedule DB
111 Identification Unit 112 Extraction Unit 113 Setting Unit 114 Notification Unit 115 Output Unit 121 Performance DB

Claims (10)

Corresponding to the person in charge of the matter in the workflow, a specific part that identifies the approver of the approval associated with the matter,
From the approver's schedule data identified by the identifying unit, an extracting unit that extracts an applicable date;
A schedule management apparatus comprising: a setting unit configured to set an approval-permitted date extracted by the extraction unit as the approval approval scheduled date.   The schedule management apparatus according to claim 1, wherein the specifying unit specifies the approver based on a category included in request data of the case. A storage unit that stores past work time results in association with item classifications,
The schedule management according to claim 1, wherein the setting unit calculates an expected work time of the person in charge based on the actual result, and sets a start date of the approval based on the calculated expected work time. apparatus.   2. The information processing apparatus according to claim 1, further comprising: a notification unit that notifies the person in charge of warning data when an estimated end date of the case corresponding to the scheduled approval date set by the setting unit exceeds a deadline date included in request data of the case. The schedule management device according to claim 3. An output unit for outputting display data indicating the progress stage of the approval for each case;
The schedule management apparatus according to claim 1, wherein the display data includes a predetermined image corresponding to each of the cases, and the predetermined image is arranged in an area corresponding to the progress stage.   The schedule management apparatus according to claim 5, wherein an area corresponding to the progress stage is provided for each request source of the case.   The schedule management apparatus according to claim 5, wherein the predetermined image is provided separately for each person in charge.   The schedule management apparatus according to claim 5, wherein the predetermined image is provided separately for each work amount of the case. In response to the person in charge of the matter in the workflow, a specific step for identifying the approver of the approval associated with the matter,
An extraction step for extracting an applicable date from the schedule data of the approver specified in the specifying step;
A schedule management method in which a computer executes a setting step of setting an approval-permitted date extracted in the extraction step as an approval approval scheduled date. In response to the person in charge of the matter in the workflow, a specific step for identifying the approver of the approval associated with the matter,
An extraction step for extracting an applicable date from the schedule data of the approver specified in the specifying step;
A schedule management program for causing a computer to execute a setting step of setting an approval-appropriate date extracted in the extraction step as an approval approval scheduled date.

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