JP2016224824A - Document management device, document management method, and document management program, and document management system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To provide easy grasping of a current status in which a document as a processing item is in a series of processes of document management.SOLUTION: A document management device 12 includes a determination unit 28E and a display control unit 28F. The determination unit 28E determines a current status of a document based on document management information defining a status of processing to be performed on a document as a processing item and the transition order of status. The display control unit 28F displays, in a display unit, the status determined by the determination unit 28E, with a first image arranged in each status in the transition order defined by the document management information.SELECTED DRAWING: Figure 3

Description

  The present invention relates to a document management apparatus, a document management method, a document management program, and a document management system.

  There are known systems that digitize procedures performed on various documents such as contracts, reports, and notification applications. For example, a system related to examination of contracts is disclosed (for example, see Patent Document 1).

  Patent Document 1 asks the Legal Department to review the contract information generated by the person in charge of the business department, etc., and repeats the response and correction by the Legal Department until it passes the examination by the person in charge of the Legal Department. A system has been disclosed that digitizes a series of procedures such as using a contract information to conclude a contract with a business partner.

  However, in the past, it has been difficult to provide an easy-to-understand understanding of the status of documents in processing matters such as contract information in document management.

  In order to solve the above-described problems and achieve the object, the document management apparatus according to the present invention is based on document management information that defines the state of processing performed on a document of a processing item and the order of transition of the state. A determination unit that determines a current state of the document; and display control that displays the state determined by the determination unit on a display unit using a first image in which each of the states is arranged in the transition order. A section.

  According to the present invention, there is an effect that it is possible to provide an easy-to-understand understanding of the status of a document of a processing item currently in a series of document management processes.

FIG. 1 is a schematic diagram of a document management system according to the present embodiment. FIG. 2 is a functional block diagram of the terminal device. FIG. 3 is a functional block diagram of the document management apparatus. FIG. 4 is a diagram illustrating an example of a data structure of each piece of information stored in the storage unit. FIG. 5 is a diagram illustrating an example of the first image. FIG. 6 is a diagram illustrating an example of another form of the first image. FIG. 7 is a diagram illustrating an example of another form of the first image. FIG. 8 is a diagram illustrating an example of a screen displayed on the terminal device. FIG. 9 is a diagram illustrating an example of the input screen. FIG. 10 is a flowchart illustrating an example of a procedure of document management processing. FIG. 11 is a flowchart showing the procedure of the contract examination process. FIG. 12 is a flowchart illustrating an example of an interrupt processing procedure. FIG. 13 is a diagram illustrating an example of a hardware configuration.

  Embodiments of the present invention will be described below.

  FIG. 1 is a schematic diagram of a document management system 10 according to the present embodiment.

  The document management system 10 is a system that executes document management processing on a document of a processing item. The document of the processing item includes contract information used in contract work, report information used for reporting, notification information used for notification, application information used for application, and the like.

  In the present embodiment, as an example, a case will be described in which a document of a processing item is contract information used in contract work. Further, in the present embodiment, a case where the document management system 10 is applied to a system in which a procedure performed in contract work is digitized will be described as an example. In the present embodiment, an example in which the document management system 10 is installed in a company will be described.

  The target document managed by the document management system 10 is not limited to contract information. Further, the application target business of the document management system 10 is not limited to contract work. Further, the installation target of the document management system 10 is not limited to a company.

  The document management system 10 includes a document management device 12 and a terminal device 14. The document management device 12 and the terminal device 14 are connected via a network 16 such as a LAN (Local Area Network).

  The terminal device 14 functions as a user interface (UI) of the document management device 12. The terminal device 14 accesses the document management device 12, accepts an instruction such as input or change of contract information, and transmits it to the document management device 12. The terminal device 14 displays a screen corresponding to the information received from the document management device 12 and displays information requested to be browsed by the user.

  In the present embodiment, the terminal device 14 includes a business department terminal device 18, a legal department terminal device 20, and an external terminal device 22. Although FIG. 1 illustrates one of each of the business department terminal device 18, the legal department terminal device 20, and the external terminal device 22, each of these terminal devices 14 is not limited to one.

  The business unit terminal device 18 is installed in, for example, a business unit that applies for a contract. The business unit terminal device 18 is a terminal device 14 operated by a person in charge of a business unit that negotiates a contract with the other party. For example, the business unit terminal device 18 receives a contract information browsing request, a specific processing item selection instruction, a new registration request, input of examination request information, an input of conclusion registration, Accepts input of shipping instructions, input of change instructions, and the like.

  In the following description, the person in charge of the business unit who operates the business unit terminal device 18 will be referred to as a business unit user. Further, a legal department person who operates the legal department terminal device 20 will be referred to as a legal department user. Further, the person in charge of shipping destination who operates the external terminal device 22 will be described as a shipping destination user. In addition, when a business department user, a legal department user, and a shipping destination user are collectively described, they are simply referred to as a user.

  The contract information browsing request indicates requesting browsing of contract information of a desired processing item. The instruction for selecting a specific processing item indicates selection of a specific processing item among the processing items managed by the document management apparatus 12. The selection instruction includes, for example, identification information (hereinafter, may be referred to as a case ID) of a processing case selected by the user. The new registration request indicates that registration of a new processing item is requested.

  The examination request information indicates contract information for requesting examination from the business department user to the legal department user. The conclusion registration indicates that the contract with the business partner is concluded for the contract information that has passed the examination. The dispatch instruction indicates that the dispatch of the conclusion information which is the contract information concluded is instructed. The change instruction indicates a change of contract information or the like.

  The business department user inputs the various information by operating the business department terminal device 18. The business unit terminal device 18 transmits the various types of information received as input to the document management device 12.

  Further, the business unit terminal device 18 displays a screen corresponding to the information received from the document management device 12. The user inputs the above-described various information and browses contract information of a desired processing item via a screen displayed on the business unit terminal device 18.

  FIG. 2 is a functional block diagram of the terminal device 14. FIG. 2A is a functional block diagram of the business unit terminal device 18. The business unit terminal device 18 includes a UI unit 18A, a storage unit 18B, and a control unit 18C. The UI unit 18A and the storage unit 18B are connected to the control unit 18C so as to be able to exchange signals.

  The UI unit 18A accepts display of various images and input from the user. In the present embodiment, the UI unit 18A includes a display unit 18D and an operation unit 18E. The display unit 18D is a known display device that displays various images. The operation unit 18E receives input from the user. The operation unit 18E is, for example, a keyboard. Note that the display unit 18D and the operation unit 18E may be integrally configured to function as a touch panel.

  The storage unit 18B stores various types of information. The control unit 18C controls the business unit terminal device 18 and includes a CPU, a ROM, a RAM, and the like. The control unit 18C includes a communication unit 18F, a reception unit 18G, and a display control unit 18H. The communication unit 18 </ b> F communicates with other terminal devices 14 and the document management device 12 via the network 16. The accepting unit 18G accepts an operation instruction of the operation unit 18E by the user. The display control unit 18H performs control to display various images on the display unit 18D.

  Returning to FIG. 1, the legal department terminal device 20 is installed in, for example, the legal department, which is an examination department that examines contracts. The legal department terminal device 20 is a terminal device 14 operated by a legal department user. For example, the legal department terminal device 20 receives, from the legal department user, registration of a legal department user who is in charge of a processing case, input of a reply to contract information requested to be examined, and the like.

  The legal department user inputs the various information by operating the legal department terminal device 20. The legal department terminal device 20 transmits the various types of information received as input to the document management device 12.

  The legal department terminal device 20 displays a screen corresponding to the information received from the document management device 12. The user performs input of the above-described various information, browsing of contract information of the processing item, and the like via the screen displayed on the legal department terminal device 20.

  FIG. 2B is a functional block diagram of the legal department terminal device 20. The legal department terminal device 20 includes a UI unit 20A, a storage unit 20B, and a control unit 20C. The UI unit 20A and the storage unit 20B are connected to the control unit 20C so as to be able to exchange signals.

  The UI unit 20A accepts display of various images and input from the user. In the present embodiment, the UI unit 20A includes a display unit 20D and an operation unit 20E. The display unit 20D is a known display device that displays various images. The operation unit 20E receives input from the user. The operation unit 20E is, for example, a keyboard. Note that the display unit 20D and the operation unit 20E may be configured integrally to function as a touch panel.

  The storage unit 20B stores various information. The control unit 20C controls the legal department terminal device 20, and includes a CPU, a ROM, a RAM, and the like. The control unit 20C includes a communication unit 20F, a reception unit 20G, and a display control unit 20H. The communication unit 20 </ b> F communicates with other terminal devices 14 and the document management device 12 via the network 16. The accepting unit 20G accepts an operation instruction of the operation unit 20E by the user. The display control unit 20H performs control to display various images on the display unit 20D.

  Returning to FIG. 1, the external terminal device 22 is installed, for example, in a management department or the like that manages a printed matter or the like on which the conclusion information that is the concluded contract information is printed. The management department may be installed in a company (management company) different from the business department terminal device 18 and the legal department terminal device 20. The printed matter on which the fastening information is printed is, for example, the original contract signed.

  The delivery destination user is a user belonging to the management department. That is, the external terminal device 22 is the terminal device 14 operated by the shipping destination user. For example, when the shipping destination user receives the original contract sent from the business unit user side, the shipping destination user operates the external terminal device 22 to input a receiving instruction. When the external terminal device 22 accepts such a receipt instruction input from the delivery destination user, the external terminal device 22 transmits the accepted receipt instruction and the corresponding item ID to the document management device 12.

  The external terminal device 22 displays a screen corresponding to the information received from the document management device 12. The user inputs the above-described various information and browses contract information of a processing item through a screen displayed on the external terminal device 22.

  Note that the document management apparatus 12 sets an access right for restricting information that can be browsed for each user, and information that the user who operates the terminal apparatus 14 has the browsing authority is the terminal apparatus that is the transmission source of the browsing request. 14 may be selectively distributed.

  FIG. 2C is a functional block diagram of the external terminal device 22. The external terminal device 22 includes a UI unit 22A, a storage unit 22B, and a control unit 22C. The UI unit 22A and the storage unit 22B are connected to the control unit 22C so as to be able to exchange signals.

  The UI unit 22A accepts display of various images and input from the user. In the present embodiment, the UI unit 22A includes a display unit 22D and an operation unit 22E. The display unit 22D is a known display device that displays various images. The operation unit 22E receives input from the user. The operation unit 22E is, for example, a keyboard. Note that the display unit 22D and the operation unit 22E may be integrally configured to function as a touch panel.

  The storage unit 22B stores various types of information. The control unit 22C controls the external terminal device 22 and includes a CPU, a ROM, a RAM, and the like. The control unit 22C includes a communication unit 22F, a reception unit 22G, and a display control unit 22H. The communication unit 22F communicates with other terminal devices 14 and the document management device 12 via the network 16. The accepting unit 22G accepts an operation instruction of the operation unit 22E by the user. The display control unit 22H performs control to display various images on the display unit 22D.

  Next, details of the document management apparatus 12 will be described. The document management apparatus 12 is a computer that manages the document management system 10. In the present embodiment, the document management apparatus 12 executes document management processing on the contract information requested for examination by the business division user.

  FIG. 3 is a functional block diagram of the document management apparatus 12. The document management apparatus 12 includes a UI unit 24, a storage unit 26, and a control unit 28. The UI unit 24 and the storage unit 26 are connected to the control unit 28 so as to exchange signals.

  The UI unit 24 accepts display of various images and input from the user. In the present embodiment, the UI unit 24 includes a display unit 24A and an operation unit 24B. The display unit 24A is a known display device that displays various images. The operation unit 24B receives input from the user. The operation unit 24B is, for example, a keyboard. The display unit 24A and the operation unit 24B may be integrally configured to function as a touch panel.

  The storage unit 26 stores various information. In the present embodiment, the storage unit 26 stores document management information, condition information, management information, and a document management database. The storage unit 26 may store in advance user information of a user who uses the document management system 10, a contract template, and the like. The user information includes, for example, a user name, an email address, a department to which the user belongs, information browsing authority, and the like.

  The document management information defines a status indicating the status of processing performed on a document of a processing item, and a transfer order indicating a gradual shift of the status.

  As described above, in the present embodiment, a case where the document management system 10 is applied to a system in which a procedure performed in contract work is digitized will be described as an example. For this reason, in the present embodiment, it is assumed that at least document management information 30 corresponding to contract work is stored in the storage unit 26 in advance. Note that the storage unit 26 may further store a document management system corresponding to a job other than the contract job.

  FIG. 4 is a diagram illustrating an example of the data structure of each piece of information stored in the storage unit 26.

  FIG. 4A is a schematic diagram illustrating an example of a data configuration of the document management information 30 corresponding to the contract work.

  The document management information 30 is information that associates the status indicating the status of processing performed in the contract work with the order of transition of each status in the document management information 30. In the example shown in FIG. 4A, the document management information 30 defines “Request”, “Consultation”, “Conclusion”, “Dispatch”, “Management”, and “End” as statuses. The document management information 30 includes statuses “Request”, “Consultation”, “Conclusion”, “Shipment”, “Management”, and “End” in the transition order “1”, “2”, “ “3”, “4”, “5”, and “6” are associated with each other.

  In other words, the document management information 30 of the contract work stipulates that the processing stage shifts in this order of status “request”, “consultation”, “conclusion”, “shipment”, “management”, and “end”. doing. In other words, the document management information 30 indicates that the statuses of the processes indicated by the statuses “request”, “consultation”, “conclusion”, “shipping”, “management”, and “end” proceed in this order. ing.

  Note that the statuses and transition orders defined in the document management information 30 shown in FIG. 4A are examples, and are not limited to these statuses and transition orders.

  In addition, the storage unit 26 stores in advance condition information corresponding to each business for each business performed in the company. The condition information is information in which status identification information (hereinafter referred to as status ID), transition conditions, and transition destination information are associated at least.

  FIG. 4B shows an example of the condition information 31 corresponding to the contract work. In the example shown in FIG. 4B, the condition information 31 is information in which a status ID, a status, a migration condition, and migration destination information are associated with each other.

  The status ID in the condition information 31 is information for identifying each of a plurality of statuses included in the document management information 30 for contract work. The status in the condition information 31 is a status identified by the corresponding status ID, and matches the status specified in the document management information 30.

  The transition condition indicates a condition for shifting from the status identified by the corresponding status ID to another status. The transition condition is, for example, reception of instruction information input by the user, a determination result by a determination process of the control unit 28, or the like.

  In this embodiment, the reception of the instruction information is input by an operation instruction by the user of the terminal device 14 (the business department terminal device 18, the legal department terminal device 20, and the external terminal device 22) that functions as the UI of the document management device 12. It means to accept various information. The determination process includes, for example, a determination process regarding whether or not the contract period has expired, a determination process regarding whether or not examination by a legal department user is unnecessary, and the like.

  The migration destination information is information indicating another status next to the migration destination.

  In the present embodiment, the condition information 31 indicates “legal officer registration” indicating acceptance of registration of a legal officer as a transition condition for shifting from the status “request” to another status, and a determination that examination is unnecessary. “Judgment unnecessary” is registered. In addition, status ID “B” of status “consultation” is registered as transfer destination information when the transfer condition “registration of legal personnel” is satisfied. Further, status ID “F” of status “finished” is registered as migration destination information when the migration condition “determination unnecessary judgment” is satisfied.

  That is, in the condition information 31, when the document management apparatus 12 accepts registration of a legal officer when the processing case is in the status “request” stage in the document management information 30, the corresponding migration destination information “B” is used. A transition to the identified status "consultation" is shown.

  The condition information 31 is identified by the corresponding migration destination information “F” when the document management apparatus 12 determines that the examination is not necessary when the processing case is in the status “request” stage in the document management information 30. It is indicated that the status shifts to “END”.

  Similarly, the condition information 31 is associated with the status ID “B” of the status “consultation”, the transition condition “confirmation registration acceptance” indicating acceptance of conclusion registration, and the destination information “C” indicating status “conclusion”. "Is registered. Further, the condition information 31 is associated with the status ID “C” of the status “concluded”, the transition condition “shipment instruction reception” indicating reception of the shipping instruction, and the transfer destination information “D” indicating status “shipping”. Is registered.

  Further, the condition information 31 is associated with the status ID “D” of the status “shipping”, the transition condition “reception instruction reception” indicating reception of the reception instruction, and the transfer destination information “E” indicating status “management”. Is registered.

  Further, the condition information 31 is associated with the status ID “E” of the status “management”, the transfer condition “change instruction reception” indicating the reception of the change instruction, and the transfer destination information “B” indicating the status “consultation”. The transfer condition “contract period has expired” indicating the expiration of the contract period and the transfer destination information “F” indicating the status “end” are registered.

  As shown in FIG. 4B, the transfer destination information registered in the condition information 31 is information indicating the shift to the next other status according to the transfer order defined in the document management information 30 (first Information including the information (second information) indicating the transition from the downstream status in the transition order defined in the document management information 30 to another status upstream. Good.

  Specifically, as described above, in the condition information 31, the transfer condition “change instruction reception” corresponding to the status ID “E” of the status “management” is in accordance with the transfer order defined in the document management information 30. Transfer destination information “F” (first information indicating status “end”) and transfer destination information “B” indicating other upstream statuses in the transfer order (second information indicating upstream status “consultation”) Information) may be associated with each other.

  Next, management information will be described. The management information is information in which the case ID of the processing case is associated with the current status. FIG. 4C is a schematic diagram illustrating an example of the data structure of the management information 32.

  In the present embodiment, the management information 32 is information that associates the case ID, the current status, and the date and time of transition to the current status.

  In the document management apparatus 12, a case ID is assigned and managed for each processing case of contract information for which a business department user requests a legal department user to review. The “current status” in the management information 32 means a status where the processing item identified by the corresponding “item ID” is currently located. The “date and time of transition to the current status” in the management information 32 indicates the time of transition to the corresponding “current status”. The migration date and time may be expressed by, for example, year, month, date and time.

  The “case ID”, “current status”, and “date and time of transition to the current status” in the management information 32 are appropriately updated by the control unit 28 of the document management apparatus 12 executing document management processing described later. Is done.

  Next, the document management database will be described. The document management database is a database for registering various types of information used when the document management system 10 executes document management processing. The storage unit 26 stores a document management database corresponding to each business.

  FIG. 4D is a diagram illustrating an example of a data configuration of the document management database 33 corresponding to contract work. The document management database 33 stores the case ID and the contract information in association with each other. The contract information includes, for example, examination request information, detailed information, and conclusion information.

  The examination request information indicates contract information requested to be examined by the business department user who operates the business department terminal device 18 for the processing case identified by the corresponding case ID. The detailed information is information indicating details of the processing item identified by the corresponding item ID. The detailed information includes, for example, the details of the request for examination of the document of the processing case identified by the corresponding case ID, the reply by the user of the Legal Department, the reason for returning the request to the business department user, etc. Including. The conclusion information is contract information that has been concluded.

  Note that the document management database 33 may be one in which other information related to contract work is further registered, and the type of information to be registered is not limited to the example shown in FIG.

  Returning to FIG. 3, the description will be continued. The control unit 28 is a computer that controls the entire document management apparatus 12 and includes a CPU, a ROM, a RAM, and the like. The control unit 28 may be configured with a circuit or the like.

  The control unit 28 includes a reading unit 28A, a reception unit 28B, an execution unit 28C, a change unit 28D, a determination unit 28E, and a display control unit 28F. Some or all of the reading unit 28A, the reception unit 28B, the execution unit 28C, the change unit 28D, the determination unit 28E, and the display control unit 28F, for example, cause a processing device such as a CPU to execute a program, that is, by software Realize it. Note that some or all of the reading unit 28A, the receiving unit 28B, the executing unit 28C, the changing unit 28D, the determining unit 28E, and the display control unit 28F may be realized by hardware such as an IC (Integrated Circuit). It may be realized by using software and hardware together.

  Specifically, the document management program executed by the control unit 28 includes the above-described units (reading unit 28A, receiving unit 28B, execution unit 28C, changing unit 28D, determining unit 28E, and display control unit 28F). As the actual hardware, the CPU reads the document management program from the storage medium and executes it, so that the above-described units are loaded onto the main storage device, and the above-described units are generated on the main storage device. It is like that.

  The reading unit 28A reads the document management information. In the present embodiment, the reading unit 28A reads the document management information corresponding to the job instructed by the user from the storage unit 26. In the present embodiment, a case where the reading unit 28A reads the document management information 30 corresponding to the contract work from the storage unit 26 will be described.

  The accepting unit 28B accepts various instructions from the user. In the present embodiment, the accepting unit 28B accepts various instruction information from the terminal device 14.

  Specifically, the receiving unit 28B receives a contract information browsing request, a specific processing item selection instruction, a new registration request, examination request information input, conclusion registration input, and the like from the business unit terminal device 18. , Receiving an input of a shipping instruction, an input of a change instruction, and the like. Further, the accepting unit 28B accepts registration of a person in charge of legal affairs, input of a response to requested contract information, and the like from the legal department terminal device 20. In addition, the reception unit 28 </ b> B receives a reception instruction from the external terminal device 22.

  The execution unit 28C executes document management processing. In the present embodiment, the execution unit 28C executes document management processing.

  The changing unit 28D changes the current status of each case ID registered in the management information 32 (see FIG. 4C). Specifically, the changing unit 28D, for each case ID registered in the management information 32, the current status corresponding to the case ID corresponds to the status in the condition information 31 (see FIG. 4B). When the migration condition is satisfied, the current status corresponding to the case ID in the management information 32 is changed to the status indicated in the corresponding migration destination information.

  For example, when the current status of a processing case identified by a case ID registered in the management information 32 is “request”, the transition condition “registration of legal affairs” corresponding to the status in the condition information 31 Is satisfied. In this case, the changing unit 28D changes the current status of the case ID in the management information 32 to the status “consultation” identified by the corresponding migration destination information “B” in the condition information 31.

  When the current status in the management information 32 is changed, the changing unit 28D registers the changed date and time as “the date and time of transition to the current status” in the management information 32.

  For this reason, the management information 32 is in a state in which the current status and the latest information on the date and time of transition to the current status are stored for each processing case identified by each case ID.

  The determination unit 28E determines the current status for the document of the processing item. Specifically, the determination unit 28E determines the current status by reading the current status corresponding to the case ID in the management information 32.

  The display control unit 28F displays the status (state) determined by the determination unit 28E based on the first image in which the statuses (states) are arranged in the order of transition defined in the document management information 30. 14 display units (display unit 18D, display unit 20D, display unit 22D).

  That is, the display control unit 28F displays a first image indicating the current status of the processing case in the document management information 30 on the display unit. In the present embodiment, the display control unit 28F generates a first image using the document management information 30 read by the reading unit 28A and the current status determined by the determination unit 28E. Then, the display control unit 28F displays the generated first image on the display unit (display unit 18D, display unit 20D, display unit 22D) of the terminal device 14.

  The first image is an image showing the relative relationship of the current status among the plurality of statuses defined by the document management information 30.

  FIG. 5 is a diagram illustrating an example of the first image 42. The first image 42 includes a plurality of second images 42A. The second image 42 </ b> A is an image showing each of a plurality of statuses defined in the document management information 30. The first image 42 is an image in which the plurality of second images 42 </ b> A are arranged in the order of transition defined in the document management information 30.

In the example shown in FIG. 5, the first image 42 has a plurality of statuses “request”, “consultation”, “conclusion”, “shipment”, “management”, and “end” defined in the document management information 30. second image 42A showing the respective (second image 42A ₁ ~ second image 42A ₆₎ is, the transfer order is defined in the document management information 30 "1", "2", "3", "4" , “5”, and “6”.

The display control unit 28F has, in the first image 42, the third image 42B ₂ that indicates the current status "consultation", another second image 42A (the second image 42A _1, second image 42A ₃ To the second image 42A ₆ ). A 3rd image is an image which shows the 2nd image which shows the present status in the display form different from the 2nd image which shows another status.

  Different display forms indicate that the status is highlighted. Different display forms may be at least visually different forms, for example, indicating that colors, shapes, sizes, and the like are different. Further, the third image 42B indicating the current status may be in a display form including a character image or the like.

In the example shown in FIG. 5, the first image 42, the third image 42B ₂ that indicates the current status "consultation", another second image 42A (the second image 42A _1, second image 42A ₃ to the second image 42A ₆ ) are displayed in different colors.

6 and 7 are diagrams showing other forms of the first image 42 (first image 42 to first image 45). 6 (A) is a third image 42B ₁ that indicates the current status "request", in a color different from the other second image 42A (the second image 42A ₂ ~ second image 42A ₆₎ It is a figure which shows the displayed form (similar to FIG. 5).

6 the first image 43 shown in (B) is a third image 43B ₁ that indicates the current status "request", is an image showing the display form including character image 43C. In the example shown in FIG. 6 (B), the first image 43B ₁ includes an image 43D showing the status "request", and character image 43C indicating that the status "request" is the current status, the.

  In the example shown in FIG. 6B, the case where an image showing a living thing (including a virtual living thing) such as a person or an animal is used as the character image 43C. However, the character image 43C is not limited to an image showing a living thing such as a person or an animal, and may be an image showing a non-living thing.

The display control unit 28F, the third image (e.g., third image 42B ₁ and the third image 43B ₁₎ a display mode of, according to the elapsed time from the transition to the current status to the document You may show by a display form.

  For example, it is preferable that the display control unit 28F changes the third image indicating the current status to a display mode that prompts the user to gaze as the elapsed time from the transition to the current status is longer. For example, the display control unit 28F may change the color of the third image to a color (for example, saturation) that promotes gaze as the elapsed time from the transition to the current status is longer. The size of the image 3 may be enlarged and displayed. In addition, the display control unit 28F may change the facial expression of the character image 43C indicating the current status to a facial expression that further encourages gaze. For example, the facial expression of the character image 43C may be changed from a smiling facial expression to an angry facial expression as the elapsed time from the transition to the current status is longer.

Specifically, as illustrated in FIG. 6C, the display control unit 28 </ b> F includes the first image 44 </ b> B ₁ that is larger as the elapsed time from the transition to the current status “request” is longer. The image 44 may be generated. Further, as shown in FIG. 6D, the longer the time elapsed since the transition to the current status “request”, the longer the character image 45C with an angry expression and the second image 45D including the second image 45D. an image 45B ₁ of 3, may generate a first image 45.

In addition, each process is executed in accordance with the transition order defined in the document management information 30 for the current status, and after transitioning from the downstream side to another status on the upstream side, the transition defined in the document management information 30 is performed again. Processes may be executed in order. In this case, as shown in FIG. 7, the display control unit 28F generates a first image 46 including an image indicating the previously executed document management information 30 and an image indicating the current document management information 30. That's fine. FIG. 7 shows, as an example, a case where the status “consultation” in the second document management information 30 is the third image 42B ₈ indicating the current status. Also in this case, the third image 42B _8, the other of the second image 42A ₁ ~ second image _{A 7,} if a display form different from the second image 42A ₉ ~ second image _{42A 12} Good.

  The display control unit 28F displays information for displaying a screen including the generated first image 42 (first image 43 to first image 46), as a terminal device 14 that is a transmission source of instruction information such as a browsing request. Send to. Therefore, the first image 42 (the first image 43 to the first image 46) is displayed on the display unit (display unit 18D, display unit 20D, display unit 22D) of the terminal device 14 used by the user who performs the contract work. ) Is displayed.

  FIG. 8 is a diagram illustrating an example of a screen displayed on the display unit (display unit 18D, display unit 20D, display unit 22D) of the terminal device 14. FIG. 8 shows an example of the home screen 48. The home screen 48 displays a display unit (display unit 18D, display unit 20D, display unit 22D) when a user operating the terminal device 14 instructs a predetermined display area for instructing execution of the document management process. ).

  When the document management apparatus 12 receives an activation instruction from the terminal device 14, the document management apparatus 12 executes a known login process or the like, and displays the home screen 48 on the display unit of the terminal device 14.

  The home screen 48 includes a list of case IDs managed by the document management apparatus 12 and a processing case name corresponding to each case ID. The home screen 48 includes a first image 42 corresponding to each case ID.

  The display control unit 28F performs control to generate a first image 42 corresponding to each case ID and display a home screen 48 including the first image 42.

  For example, the display control unit 28F includes a first screen 42 generated for each processing case identified by each case ID, and each piece of information (case ID and processing case name) included in the home screen 48. Is transmitted to the business unit terminal device 18. The communication unit 18F of the business unit terminal device 18 receives information for displaying the home screen 48 from the document management device 12. Then, the display control unit 18H displays a home screen 48 corresponding to the received information on the display unit 18D. For this reason, the home screen 48 is displayed on the display unit 18 </ b> D of the business unit terminal device 18.

  The legal department terminal device 20 and the external terminal device 22 may perform similar processing.

  Then, when the user operates the terminal device 14 and a desired item ID displayed on the home screen 48 is selected, the display control unit 28F displays the processing item identified by the item ID that has received the selection. A first image 42 indicating the current status in the document management information 30 is generated. Then, the display control unit 28F displays an input screen including the first image 42 and the contract information of the processing item identified by the selected item ID on the display unit (display unit 18D, display unit 20D) of the terminal device 14. , Display control on the display unit 22D).

  In addition, when registration of new case ID is instruct | indicated by operation of the terminal device 14 by a user, the display control part 28F displays the input screen 40 corresponding to new case ID on the display part (display part 18D of the terminal device 14). Display unit 20D and display unit 22D).

  FIG. 9 is a diagram illustrating an example of the input screen 40. The input screen 40 includes a first image 42, contract information of a processing item identified by the corresponding item ID, an input field for each item included in the contract information, a display area for receiving various instructions, and the like. .

  The user operates the input area of each item via the input screen 40 and the display area for accepting various instructions, thereby inputting examination request information, entering registration, and inputting shipping instructions. In addition, input of change instructions, registration of legal personnel, input of responses to requested contract information, input of receipt instructions, and the like are performed.

  Next, a document management process procedure executed by the document management apparatus 12 according to this embodiment will be described.

  FIG. 10 is a flowchart illustrating an example of a procedure of document management processing executed by the document management apparatus 12.

  First, the receiving unit 28B of the document management apparatus 12 determines whether an activation instruction has been received from any of the terminal devices 14 (step S100). For example, the activation instruction includes information indicating a job to be activated. In the present embodiment, a case will be described in which the activation instruction includes information indicating contract work as the work to be activated.

  If a negative determination is made in step S100 (step S100: No), this routine ends. If an affirmative determination is made in step S100 (step S100: Yes), the process proceeds to step S102.

  In step S102, the reading unit 28A stores the condition information 31, the management information 32, and the document management database 33 corresponding to the activation target business (contract business in this case) included in the activation instruction received in step S100. 26 (step S102).

  Next, the reading unit 28A reads from the storage unit 26 the document management information 30 corresponding to the contract work to be activated, which is included in the activation instruction received in step S100 (step S104). Next, the determination unit 28E determines the current status of each case ID in the management information 32 (step S106). In step S106, the determination unit 28E determines the current status by reading the current status of each item ID in the management information 32.

  Next, the display control unit 28F generates a first image 42 corresponding to each case ID (step S108). Next, the display control unit 28F includes at least a list of case IDs managed by the document management apparatus 12, a processing case name corresponding to each case ID, and a first image 42 corresponding to each case ID. Information necessary for displaying the home screen 48 (see FIG. 8) is displayed on the display unit of the terminal device 14 that is the transmission source of the activation instruction received in step S100 (step S110).

  For example, the display control unit 28 </ b> F transmits information necessary for displaying the home screen 48 to the business unit terminal device 18. The display control unit 18H of the business unit terminal device 18 displays the home screen 48 on the display unit 18D using the received information.

  For this reason, the home screen 48 shown in FIG. 8 is displayed on the display unit 18D of the business unit terminal device 18, for example. The business division user visually recognizes the first image 42 corresponding to each case ID on the home screen 48, so that the current status of the processing case identified by each case ID is at which stage in the document management information 30. It can be easily confirmed whether it exists.

  Next, the receiving unit 28B determines whether or not selection of any case ID has been received from the list of case IDs displayed on the home screen 48 from the terminal device 14 (step S112).

  The receiving unit 28B determines whether or not a specific processing item selection instruction has been received from the terminal device 14, thereby performing the determination in step S112. For example, the business department user who operates the business department terminal device 18 selects one of the plurality of project IDs displayed on the home screen 48. Then, the communication unit 18F of the business unit terminal device 18 transmits the selected case ID to the document management device 12. The accepting unit 28B of the document management apparatus 12 may determine that it has accepted a selection instruction for a specific processing item when it receives a case ID from the business unit terminal device 18.

  If an affirmative determination is made in step S112 (step S112: Yes), the process proceeds to step S120. If a negative determination is made in step S112 (step S112: No), the process proceeds to step S114.

  In step S114, the receiving unit 28B determines whether or not a new registration request for requesting registration of a new processing item has been received from the terminal device 14 (step S114). The accepting unit 28B determines whether or not a new registration request has been accepted from the terminal device 14, thereby performing the determination in step S114.

  For example, a business unit user who operates the business unit terminal device 18 selects a display area for instructing registration of a new processing item by operating the operation unit 18E while referring to the displayed home screen 48. To do. Then, the communication unit 18F transmits a new registration request to the document management apparatus 12. Then, the receiving unit 28B of the document management apparatus 12 may perform the determination in step S114 by determining whether or not a new registration request has been received.

  If the user gives an instruction to terminate the process via the home screen 48, a negative determination is made in step S114 (step S114: No), and this routine is terminated.

  On the other hand, if an affirmative determination is made in step S114 (step S114: Yes), the process proceeds to step S116. In step S116, the execution unit 28C issues a new case ID (step S116) and registers it in the management information 32 (see FIG. 4C) and the document management database 33 (see FIG. 4D).

  Next, the changing unit 28D registers the status “request” in the management information 32 in association with the case ID as the current status corresponding to the case ID issued in step S116 (step S118). The changing unit 28D registers the current date and time as “the date and time of transition to the current status” corresponding to the case ID in the management information 32.

  Next, the reading unit 28A reads from the storage unit 26 the document management information 30 corresponding to the contract work to be activated, which is included in the activation instruction received in step S100 (step S120).

  Next, the determination unit 28E determines the current status of the case ID issued in step S116 or the case ID selected in step S112 (step S122). The determination unit 28E reads the current status of the case ID issued in step S116 or the case ID selected in step S112 from the management information 32 (see FIG. 4C), thereby making the determination in step S122. .

  Next, the display control unit 28F generates the first image 42 corresponding to the case ID issued in step S116 or the case ID selected in step S112 (step S124). Next, the display control unit 28F displays information necessary for displaying the input screen 40 (see FIG. 9) corresponding to the processing case identified by the case ID issued in step S116 or the case ID selected in step S112. Then, it is displayed on the display unit of the terminal device 14 that is the source of the activation instruction received in step S100 (step S126).

  For example, the display control unit 28 </ b> F transmits information necessary for displaying the input screen 40 to the business unit terminal device 18. The display control unit 18H of the business unit terminal device 18 displays the input screen 40 on the display unit 18D using the received information.

  Therefore, for example, an input screen 40 shown in FIG. 9 is displayed on the display unit 18D of the business unit terminal device 18. The business division user can easily confirm which stage in the document management information 30 the current status of the processing item being viewed is by visually recognizing the first image 42 displayed on the input screen 40. be able to.

  Next, the accepting unit 28B determines whether or not an instruction to end the document management process has been accepted (step S128). For example, the business unit user of the business unit terminal device 18 operates the operation unit 18E to instruct a display area indicating the end included in the input screen 40. When the receiving unit 18G of the business unit terminal device 18 receives an end instruction indicating the end from the operation unit 18E, the communication unit 18F transmits the end instruction to the document management device 12. The receiving unit 28B of the document management apparatus 12 may perform the determination in step S128 by determining whether an end instruction has been received.

  If an affirmative determination is made in step S128 (step S128: Yes), this routine ends. On the other hand, if a negative determination is made in step S128 (step S128: No), the process proceeds to step S130. In step S130, a contract examination process described later is executed, and this routine is terminated.

  In the processing of step S100 to step S128 described above, the business unit terminal apparatus 18 accesses the document management apparatus 12 as an example. However, the legal department terminal apparatus 20 and the external terminal apparatus 22 access the document management apparatus 12. The same applies to the case. That is, even when the activation instruction is received from the legal department terminal device 20 or the external terminal device 22, the document management device 12 performs the same processing as in steps S100 to S128. Therefore, by viewing the home screen 48 displayed on the display unit (display unit 20D, display unit 22D) of the legal department terminal device 20 or the external terminal device 22, the legal department user or the shipping destination user can manage the document management information. The current status at 30 can be easily confirmed.

  Next, the contract examination process (step S130) in FIG. 10 will be described. FIG. 11 is a flowchart showing the procedure of the contract examination process. In FIG. 11, the processing case that is the subject of the contract review is a processing case that is newly identified in step S116 in FIG. 10 or that is identified by the case ID selected in step S112 in FIG. is there. In FIG. 11, this processing case is simply referred to as “selected processing case”.

  First, the execution unit 28C of the control unit 28 sets the current status corresponding to the case ID of the selected processing case in the management information 32 (see FIG. 4C) as the initial status (transition) in the document management information 30. It is determined whether the status is “request” in the order “1” (step S200). If an affirmative determination is made in step S200 (step S200: Yes), the process proceeds to step S202.

  In step S202, the reception unit 28B determines whether a request instruction has been received from the terminal device 14 (step S202).

  For example, the business unit user who operates the business unit terminal device 18 inputs the examination request information by operating the operation unit 18E while referring to the input screen 40 displayed on the display unit 18D, and instructs the examination request. To do. The receiving unit 18G of the business unit terminal device 18 receives the input examination request information and examination request instruction from the operation unit 18E. The communication unit 18F of the business unit terminal device 18 transmits the examination request information received by the receiving unit 18G and the examination request instruction to the document management apparatus 12. The receiving unit 28B of the document management apparatus 12 may perform the determination in step S202 by determining whether or not the examination request information and the request instruction are received from the business unit terminal apparatus 18.

  If a negative determination is made in step S202 (step S202: No), the process proceeds to step S204. In step S204, the receiving unit 28B of the document management apparatus 12 determines whether examination request information and a temporary storage instruction have been received from the terminal device 14 (step S204). If an affirmative determination is made in step S204 (step S204: Yes), the process proceeds to step S206. In step S206, the execution unit 28C registers the examination request information received in step S204 in the document management database 33 in association with the item ID of the selected processing item (step S206). Then, this routine ends.

  If the accepting unit 28B accepts request information indicating that the process is to be terminated without temporarily saving, a negative determination is made in step S204 (step S204: No), and this routine is terminated.

  On the other hand, if an affirmative determination is made in step S202 (step S202: Yes), the process proceeds to step S208. In step S208, the execution unit 28C determines whether or not examination by the legal department user is unnecessary for the examination request information received in step S202 (step S208).

  For example, the execution unit 28C determines that the examination is unnecessary when the accepted examination request information includes information indicating that the contract does not require a contract.

  The information indicating that the contract does not require a contract is, for example, information indicating that the contract is for a service or an article used only in the company. Contracts relating to services or goods used only within the company include, for example, maintenance contracts for general-purpose software, lease contracts for devices such as servers used in the company, rental contracts for rental cars used by employees. Information indicating that the contract partner is an affiliated company of the company is also information indicating that the contract does not require a contract.

  If the execution unit 28C determines that the contract template stored in advance or the contract that has been reviewed in the past can be used by analyzing the received review request information, the execution unit 28C determines that the review is unnecessary. May be.

  When an affirmative determination is made in step S208 (step S208: Yes), the changing unit 28D reads the “current status” corresponding to the case ID of the selected processing case in the management information 32, and the status “finished” of the read status ID. (Step S210). Then, this routine ends.

  More specifically, in step S210, the changing unit 28D is status information that is transition destination information when the condition information 31 satisfies “examination unnecessary determination” that is a transition condition for shifting from the status “request” to another status. The ID “F” is read. Then, the changing unit 28D changes the “current status” corresponding to the case ID of the selected processing case to the status “end” identified by the status ID “F”. The changing unit 28D registers the current date and time as “the date and time of transition to the current status” corresponding to the case ID in the management information 32.

  The execution unit 28C may register information indicating that the examination is unnecessary in the document management database 33 in association with the case ID.

  If a negative determination is made in step S208 (step S208: No), the process proceeds to step S212. In step S212, the receiving unit 28B determines whether registration of a legal officer is received (step S212).

  For example, the Legal Department user selects the Legal Department from the list of case IDs displayed on the home screen 48 displayed on the display unit 20D of the Legal Department terminal device 20 for the case IDs whose current status is the status “Request”. Register the department manager. For example, the legal department user registers the person in charge of the legal department by operating the operation unit 20E. When the accepting unit 20G of the legal department terminal device 20 accepts the registration of the person in charge of the legal department from the operation unit 20E, the communication unit 20F transmits the user information and the case ID of the person in charge of the legal department to the document management apparatus 12. The reception unit 28B of the document management device 12 determines whether or not the registration of the legal person is accepted by determining whether or not the user information and the case ID of the legal department person are received from the legal department terminal device 20. That's fine.

  The accepting unit 28B registers the user information corresponding to the accepted case ID in the detailed information column corresponding to the case ID in the document management database 33.

  If a negative determination is made in step S212 (step S212: No), this routine ends. If an affirmative determination is made in step S212 (step S212: Yes), the process proceeds to step S214.

  In step S214, the changing unit 28D changes the “current status” corresponding to the item ID of the selected processing item in the management information 32 to the status “consultation” (step S214).

  Specifically, in step S214, the changing unit 28D is the destination information when the condition information 31 satisfies “legal officer registration”, which is a transition condition for shifting from the status “request” to another status. Read the status ID “B”. Then, the changing unit 28D changes the “current status” corresponding to the item ID of the selected processing item to the status “consultation” identified by the read status ID “B”. The changing unit 28D registers the current date and time as “the date and time of transition to the current status” corresponding to the case ID in the management information 32.

  Next, the control unit 28 executes examination processing (step S216). In step S216, the control unit 28 inputs a response to the examination request information, which is contract information requested by the legal department user, until the examination by the legal department user passes the examination for the selected processing case, or the business department An input of a change instruction by the user is accepted from the business department terminal device 18 and the legal department terminal device 20.

  Next, the receiving unit 28B determines whether or not an input of conclusion registration has been received from the business unit terminal device 18 (step S218). If a negative determination is made in step S218 (step S218: No), this routine ends. If an affirmative determination is made in step S218 (step S218: Yes), the process proceeds to step S220.

  In step S220, the changing unit 28D changes the “current status” corresponding to the item ID of the selected processing item in the condition information 31 to the status “concluded” (step S220).

  More specifically, in step S220, the changing unit 28D is status information that is transition destination information when the management information 32 satisfies “concluding registration acceptance” that is a transition condition for transitioning from the status “consultation” to another status. The ID “C” is read. Then, the changing unit 28D changes the “current status” corresponding to the case ID of the selected processing case to the status “concluded” identified by the read status ID “C”. The changing unit 28D registers the current date and time as “the date and time of transition to the current status” corresponding to the case ID in the management information 32.

  Next, the receiving unit 28B determines whether or not a shipping instruction has been received from the business unit terminal device 18 (step S222). If a negative determination is made in step S222 (step S222: No), this routine ends. If an affirmative determination is made in step S222 (step S222: Yes), the process proceeds to step S224.

  In step S224, the changing unit 28D changes the “current status” corresponding to the item ID of the selected processing item in the management information 32 to the status “shipping” (step S224).

  More specifically, in step S224, the change unit 28D is status information that is transition destination information when the condition information 31 satisfies “shipping instruction acceptance” that is a transition condition for transitioning from the status “concluded” to another status. The ID “D” is read. Then, the changing unit 28D changes the “current status” corresponding to the case ID of the selected processing case to the status “shipping” identified by the read status ID “D”. The changing unit 28D registers the current date and time as “the date and time of transition to the current status” corresponding to the case ID in the management information 32.

  Next, the reception unit 28B determines whether or not a reception instruction has been received from the external terminal device 22 (step S226). If a negative determination is made in step S226 (step S226: No), this routine ends. If an affirmative determination is made in step S226 (step S226: Yes), the process proceeds to step S228.

  In step S228, the changing unit 28D changes the “current status” corresponding to the item ID of the selected processing item in the management information 32 to the status “management” (step S228).

  Specifically, in step S228, the change unit 28D is status information that is the destination information when the condition information 31 satisfies the “accept receipt instruction” that is the transition condition for shifting from the status “shipping” to another status. The ID “E” is read. Then, the changing unit 28D changes the “current status” corresponding to the case ID of the selected processing case to the status “management” identified by the read status ID “E”. The changing unit 28D registers the current date and time as “the date and time of transition to the current status” corresponding to the case ID in the management information 32.

  Next, in step S230, the execution unit 28C determines whether or not a change instruction has been received from the business unit terminal device 18 (step S230). If an affirmative determination is made in step S230 (step S230: Yes), the process proceeds to step S232.

  In step S232, the changing unit 28D changes the “current status” corresponding to the item ID of the selected processing item in the management information 32 to the status “consultation” (step S232). Then, this routine ends. In addition, you may return to the said step S216 after the process of step S232.

  In step S232, in detail, the changing unit 28D is status information that is the destination information when the condition information 31 satisfies “change instruction acceptance” that is a transition condition for shifting from the status “management” to another status. ID “B” is read. Then, the changing unit 28D changes the “current status” corresponding to the item ID of the selected processing item to the status “consultation” identified by the read status ID “B”. The changing unit 28D registers the current date and time as “the date and time of transition to the current status” corresponding to the case ID in the management information 32.

  On the other hand, if a negative determination is made in step S230 (step S230: No), the process proceeds to step S234. In step S234, the changing unit 28D determines whether or not the contract period of the selected processing item has expired (step S234).

  For example, the changing unit 28D determines in step S234 by determining whether or not the contract period indicated in the conclusion information corresponding to the item ID of the selected processing item in the document management database 33 has expired. . Specifically, the changing unit 28D determines that the period from the conclusion date and time of the contract indicated in the conclusion information corresponding to the item ID of the selected processing case in the document management database 33 to the present is the contract period indicated in the conclusion information. The determination in step S234 may be performed by determining whether or not the threshold is exceeded.

  If a negative determination is made in step S234 (step S234: No), this routine ends. If an affirmative determination is made in step S234 (step S234: Yes), the process proceeds to step S236. In step S236, the changing unit 28D changes the “current status” corresponding to the case ID of the selected processing case in the management information 32 to the status “finished” (step S236).

  More specifically, in step S236, the changing unit 28D is status information that is transition destination information when the condition information 31 satisfies “contract term expiration”, which is a transition condition for shifting from the status “management” to another status. The ID “F” is read. Then, the changing unit 28D changes the “current status” corresponding to the item ID of the selected processing item to the status “end” identified by the read status ID “F”. The changing unit 28D registers the current date and time as “the date and time of transition to the current status” corresponding to the case ID in the management information 32. Then, this routine ends.

  On the other hand, if a negative determination is made in step S220 (step S220: No), the process proceeds to step S238. In step S238, the execution unit 28C determines that the current status corresponding to the case ID of the selected processing case in the management information 32 (see FIG. 4C) is the next status (transition order “ It is determined whether the status is “consultation” (step S238). If an affirmative determination is made in step S238 (step S238: Yes), the process proceeds to step S216.

  If a negative determination is made in step S238 (step S238: No), the process proceeds to step S240. In step S240, the execution unit 28C determines that the current status corresponding to the case ID of the selected processing case in the management information 32 (see FIG. 4C) is the next status in the document management information 30 (transition order “ It is determined whether or not “3” status) is “engaged” (step S240). If an affirmative determination is made in step S240 (step S240: Yes), the process proceeds to step S222.

  If a negative determination is made in step S240 (step S240: No), the process proceeds to step S242. In step S242, the execution unit 28C determines that the current status corresponding to the case ID of the selected processing case in the management information 32 (see FIG. 4C) is the next status (transition order “ It is determined whether the status is “shipping” (step 4242). If an affirmative determination is made in step S242 (step S242: Yes), the process proceeds to step S226.

  If a negative determination is made in step S242 (step S242: No), the process proceeds to step S244. In step S244, the execution unit 28C determines that the current status corresponding to the case ID of the selected processing case in the management information 32 (see FIG. 4C) is the next status (transition order “ It is determined whether or not the status is “management” (step S244). If an affirmative determination is made in step S244 (step S244: Yes), the process proceeds to step S230.

  If a negative determination is made in step S244 (step S244: No), this routine ends.

  Note that the control unit 28 performs the processing from step S234 to step S236 for each predetermined time for each processing item identified by each item ID registered in the document management database 33 (see FIG. 4D). It is preferable to execute an interrupt process that is repeatedly executed. FIG. 12 is a flowchart illustrating an example of an interrupt processing procedure.

  The control unit 28 repeats the processes in steps S300 to S304 for each processing case identified by each of the case IDs registered in the document management database 33 (see FIG. 4D) every predetermined time. Run.

  Specifically, first, the changing unit 28D of the control unit 28 deals with the case ID registered in the document management database 33 (see FIG. 4D) in the management information 32 (see FIG. 4C). It is determined whether or not the “current status” is the status “management” (step S300).

  If the “current status” is not the status “management” (step S300), this routine is terminated. On the other hand, when the “current status” is the status “management” (step S300: Yes), the process proceeds to step S302.

  In step S302, the changing unit 28D determines whether or not the contract period has expired for the processing case identified by the case ID whose “current status” is the status “management” (step S302). The determination in step S302 may be performed in the same manner as in step S234.

  If it is determined that the contract period has not expired (step S302: No), this routine ends. On the other hand, when it is determined that the contract period has expired (step S304: Yes), the process proceeds to step S304.

  In step S304, the changing unit 28D changes the “current status” corresponding to the item ID of the processing item whose contract period has expired in the management information 32 to the status “end” (step S304). The process in step S304 may be performed in the same manner as in step S236. Then, this routine ends.

  As described above, the document management apparatus 12 according to the present embodiment includes the determination unit 28E and the display control unit 28F. The determination unit 28E determines the current status of the document based on the document management information 30 that defines the status (state) of processing performed on the document of the processing case and the order of status transition. The display control unit 28F displays the status (state) determined by the determination unit 28E as a first image (first image) in which the statuses (states) are arranged in the order of transition defined in the document management information 30. The image 42 to the first image 46) are displayed on the display unit (display unit 18D, display unit 20D, display unit 22D).

  For this reason, the display unit (display unit 18D, display unit 20D, display unit 22D) of the terminal device 14 (business unit terminal device 18, legal department terminal device 20, external terminal device 22) has the first image (first The home screen 48 and the input screen 40 including the first image 42 to the first image 46) are displayed (see FIGS. 8 and 9). Therefore, the user who operates the terminal device 14 visually recognizes the displayed first image (the first image 42 to the first image 46), so that the current status of the processing item is in the document management information 30. You can easily check which stage you are in.

  Therefore, the document management apparatus 12 according to the present embodiment can provide an easy-to-understand understanding of the status of the document of the processing item currently in a series of document management processes.

The display control unit 28F includes a second image (second image 42A ₁ ~ second image _{42A 12)} representing the each of the plurality of status defined in the document management information 30 (state), the document Arranging the first images (first image 42 to first image 46) on the display units (display unit 18D, display unit 20D, display unit 22D) by arranging them in the order of transition defined in the management information 30. indicate.

The display control unit 28F is the array containing the third image highlighting the status (state) in a different display form than the second image (second image 42A ₁ ~ second image _{42A 12)} The first image (the first image 42 to the first image 46) is displayed on the display unit (display unit 18D, display unit 20D, display unit 22D).

  For this reason, the document management apparatus 12 of the present embodiment can provide the current status of the processing item more easily.

In addition, the display control unit 28F displays the third image (third images 44B ₁ , 45B ₁ ) in a display form according to the elapsed period after the transition to the current status (state) of the document. It is preferable to show.

  For this reason, in the document management apparatus 12 of this Embodiment, the elapsed period after shifting to the present status can be provided easily.

  In addition, the document used in the document management apparatus 12 according to the present embodiment is, for example, contract information regarding contract work.

  Moreover, it is preferable that the document management apparatus 12 of this Embodiment is provided with the memory | storage part 26 and the change part 28D. The storage unit 26 stores condition information 31 and management information 32. The condition information 31 includes a status (state) ID for identifying each of a plurality of statuses (states) included in the document management information 30 and another status (state) from the status (state) identified by the status (state) ID. This is information that associates the migration condition when migrating to and the migration destination information indicating the next status (state) of the migration destination. The management information 32 is information in which the case ID of the processing case is associated with the current status (state).

  When the current status (state) corresponding to the case ID in the management information 32 satisfies the corresponding transition condition in the condition information 31, the changing unit 28 </ b> D displays the current status corresponding to the case ID in the management information 32 ( (Status) is changed to the next status (status) indicated in the migration destination information. The determination unit 28E preferably determines the current status (state) by reading the current status (state) corresponding to the case ID in the management information 32.

  The transition condition may be reception of instruction information input by the user, or may be expiration of a specified period. The expiration of the designated period is, for example, the expiration of the contract period.

  The migration destination information includes the first information indicating the transition to the next other status according to the migration order defined in the document management information 30 and the migration order defined in the document management information 30. Second information indicating transition from the status (state) on the downstream side to another status (state) on the upstream side may be included.

  The document management method according to the present embodiment is based on the document management information 30 that defines the status (state) of processing performed on a document of a processing item and the order of transition of the stage of the state, and A step of determining a status (state); and a step of displaying the determined status (state) on a display unit by a first image in which the statuses (states) are arranged in the order of transition.

  In addition, the document management program of the present embodiment is based on the document management information 30 that defines the status (state) of processing performed on a document of a processing item and the order of transition of the stage of the state. A step of determining a status (state) and a step of displaying the determined status (state) on a display unit by a first image in which the statuses (states) are arranged in the order of transition are executed on a computer. This is a document management program.

  The document management system 10 of this embodiment includes a document management device 12 and a terminal device 14 connected to the document management device 12 via a network 16. The document management apparatus 12 includes a determination unit 28E and a display control unit 28F. The determination unit 28E determines the current status of the document based on the document management information 30 that defines the status (state) of processing performed on the document of the processing case and the order of status transition. The display control unit 28F displays the status (state) determined by the determination unit 28E as a first image (first image) in which the statuses (states) are arranged in the order of transition defined in the document management information 30. The image 42 to the first image 46) are displayed on the display unit (display unit 18D, display unit 20D, display unit 22D) of the terminal device 14.

  Next, the hardware configuration of the document management device 12 and the terminal device 14 (the business department terminal device 18, the legal department terminal device 20, and the external terminal device 22) in the above embodiment will be described.

  FIG. 13 is a diagram illustrating an example of a hardware configuration of the document management device 12 and the terminal device 14 (the business department terminal device 18, the legal department terminal device 20, and the external terminal device 22) in the above embodiment.

  The document management device 12 and the terminal device 14 (business department terminal device 18, legal affairs department terminal device 20, external terminal device 22) in the above embodiment are a CPU 80, a ROM 82, a RAM 84, an I / F (Interface) 86, and a UI. Part 88. The CPU 80, the ROM 82, the RAM 84, the I / F 86, and the UI unit 88 are connected to each other via a bus 90 and have a hardware configuration using a normal computer. The I / F 86 is connected to a known display device, an operation unit that accepts various operations by the user, a communication unit that communicates with other devices, and the like. The UI unit 88 includes an operation unit 88A such as a keyboard and a display unit 88B. In the case where the interrogation device and the operation unit are connected via the I / F 86, the UI unit 88 may be omitted.

  A program for executing the various processes executed by the document management device 12 and the terminal device 14 (business department terminal device 18, legal department terminal device 20, external terminal device 22) in the above embodiment is stored in the ROM 82 or the like. Provided in advance.

  Note that the programs for executing the various processes executed by the document management device 12 and the terminal device 14 (the business department terminal device 18, the legal department terminal device 20, and the external terminal device 22) in the above-described embodiment are as follows. Provided by being recorded in a computer-readable storage medium such as a CD-ROM, a flexible disk (FD), a CD-R, a DVD (Digital Versatile Disk), etc. You may comprise as follows.

  In addition, a program for executing the various processes executed by the document management device 12 and the terminal device 14 (the business department terminal device 18, the legal department terminal device 20, the external terminal device 22) in the above-described embodiment is provided on the Internet. It may be configured to be provided by being stored on a computer connected to a network such as, and downloaded via the network. In addition, a program for executing the various processes executed by the document management device 12 and the terminal device 14 (the business department terminal device 18, the legal department terminal device 20, the external terminal device 22) in the above-described embodiment is provided on the Internet. It may be configured to be provided or distributed via a network.

  The programs for executing the various processes executed by the document management device 12 and the terminal device 14 (business department terminal device 18, legal affairs department terminal device 20, external terminal device 22) in the above embodiment are the above-described units. The module configuration includes As actual hardware, the CPU 80 reads out each program from a storage medium such as the ROM 82 and executes the program, so that the above-described units are loaded onto the main storage device and generated on the main storage device.

  In addition, although embodiment of this invention was described above, the said embodiment is shown as an example and is not intending limiting the range of invention. The above-described novel embodiments can be implemented in various other forms, and various omissions, replacements, and changes can be made without departing from the spirit of the invention. The above embodiments are included in the scope and gist of the invention, and are also included in the invention described in the claims and the equivalents thereof.

DESCRIPTION OF SYMBOLS 10 Document management system 12 Document management apparatus 14 Terminal device 18D, 20D, 22D Display part 28A Reading part 28D Change part 28E Determination part 28F Display control part 42 1st image 42A 2nd image 42B 3rd image

Japanese Patent No. 5655456

Claims (12)

A determination unit that determines a current state of the document based on document management information that defines a state of processing performed on the document of the processing case and a transition order of the state;
A display control unit for displaying the state determined by the determination unit on a display unit by a first image in which each of the states is arranged in the transition order;
A document management apparatus comprising: The display control unit
2. The first image is displayed on the display unit by arranging a second image expressing each of the plurality of states defined in the document management information along the transition order. Document management device. The display control unit
The document management apparatus according to claim 2, wherein the first image is displayed on the display unit by an array including a third image in which the state is highlighted in a display form different from the second image.   The document management apparatus according to claim 3, wherein the display control unit indicates a display form of the third image in a display form corresponding to an elapsed period after shifting to the current state for the document.   The document management apparatus according to claim 1, wherein the document is contract information regarding contract work. State identification information for identifying each of the plurality of states included in the document management information, a transition condition when transitioning from the state identified by the state identification information to another state, and a destination next A storage unit that stores management information that associates the condition information associated with the migration destination information indicating the state, the item identification information of the processing case, and the current state;
When the current state corresponding to the case identification information in the management information satisfies the transition condition corresponding to the condition information, the current state corresponding to the case identification information in the management information is changed to the transition. A change unit for changing to the next state indicated in the previous information;
With
The determination unit determines the current state by reading the current state corresponding to the case identification information in the management information.
The document management apparatus according to claim 1.   The document management apparatus according to claim 6, wherein the migration condition is reception of instruction information input by a user.   The document management apparatus according to claim 5, wherein the transition condition indicates expiration of a specified period.   The migration destination information includes first information indicating a transition to the next other state according to the migration order defined in the document management information, and downstream of the migration order defined in the document management information. The document management apparatus according to claim 6, further comprising second information indicating a transition from the state on the side to the other state on the upstream side. Determining the current state of the document based on document management information defining the state of processing performed on the document of the processing case and the order of transition of the stage of the state;
Displaying the determined state on the display unit by a first image in which each of the states is arranged in the transition order; and
Document management method. Determining the current state of the document based on document management information defining the state of processing performed on the document of the processing case and the order of transition of the stage of the state;
Displaying the determined state on the display unit by a first image in which each of the states is arranged in the transition order; and
Document management program for causing computer to execute. A document management system comprising a document management device and a terminal device connected to the document management device via a network,
The document management apparatus includes:
A determination unit that determines a current state of the document based on document management information that defines a state of processing performed on the document of the processing case and a transition order of the stage of the state;
A display control unit for displaying the state determined by the determination unit on the display unit of the terminal device by a first image in which each of the states is arranged in the order of transition;
A document management system comprising:

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