JP2021051723A - Information processor, information processing method, and program - Google Patents

Abstract

To provide an information processor, an information processing method, and a program which easily automate business form work of a user and enhances work efficiency of business form work.SOLUTION: In an information processor (server 1), a method associates a data input field with a code indicating a function of the data input field. A server includes a business form management section 112 for managing business form data used in this service by a business form DB400 by including a corresponding section 121 including a naming rule indicating a correspondence between the function of the data input field and the code, and a setting section 122 for setting the code to the data input field for exhibiting the function indicated by the code as a business form registration screen having a plurality of data input field is displayed and the user enter the code to each data input field.SELECTED DRAWING: Figure 4

Description

The present invention relates to an information processing device, an information processing method and a program.

Conventionally, companies and the like have been promoting automation of work in order to carry out the work efficiently. However, although so-called automation is being promoted at production sites such as factories, the current situation is that it is not easily applied to so-called desk work including accounting affairs and general affairs.
In addition, one of the desk work, for example, the work of transferring the contents of a handwritten form to another form and the circulation work, etc., are mostly performed by human hands, and inevitably there are humans. Since an error occurs, it is difficult to reduce the cost because extra work such as confirmation and correction of the manually input part is added.
Therefore, a technique related to an automation system applied to desk work has been proposed (see, for example, Patent Document 1).

Japanese Unexamined Patent Publication No. 2019-075084

However, it can be said that the prior art including the technique described in Patent Document 1 described above is a system for automating a business process involving the operation of a web browser, and sufficiently supports operations other than the web browser. There wasn't.
In addition, since there are various types of desk work, it is necessary to automate the forms of various types of business.

The present invention has been made in view of such a situation, and an object of the present invention is to easily automate a user's form work and improve work efficiency.

In order to achieve the above object, the information processing device of one aspect of the present invention is
Corresponding means for associating the data input field with the code indicating the function of the data input field, and
A setting means for setting the code in the data input field that exerts the function indicated by the code, and
To be equipped.

According to the present invention, the user's work can be easily automated and the work efficiency can be improved.

It is a schematic diagram explaining an example of the outline of the electronic form service to which the information processing system which concerns on one Embodiment of this invention is applied. It is a figure which shows the configuration example of the information processing system applied when providing the electronic form service shown in FIG. 1, that is, the information processing system including the server which is one Embodiment of the information processing apparatus of this invention. It is a block diagram which shows the hardware configuration of the server in the information processing system of FIG. It is a functional block diagram which shows an example of the functional configuration of the server of FIG. It is a figure which shows an example of the naming rule of the PDF form in the electronic form service of FIG. It is a figure which shows an example of the correlation between the prefix code and the function name of an input field in the naming convention of FIG. It is a figure which shows the form which corresponds to the form. It is a flowchart which shows the template generation operation of the server of FIGS. 1 to 4. It is a flowchart which shows the PDF form generation operation of the server of FIGS. 1 to 4. It is a figure which shows the processing function of a PDF file in the electronic form service of FIG. It is a figure which shows the processing function of a PDF file in the electronic form service of FIG. It is a figure which shows the screen for creating a new template. It is a figure which shows the screen for the template new execution. It is a figure which shows an example of the template execution screen. It is a figure which shows an example of the template execution screen. It is a figure which shows the PDF form of the employment contract created by merging the information input in the input form of FIG. 14 and FIG. It is a figure which shows the screen of the template progress status. It is a figure which shows the screen of the input completion form. It is a figure which shows the screen of the template which displayed the circulation form which needs to input. It is a figure which shows the screen of the template which is displayed when the circulation form is circulated to the next person in charge. It is a figure which shows the screen of the template which displayed the circulation form circulated to the next person in charge. It is a figure which shows the setting screen for performing the division processing of the designated template form. It is a figure which shows the mode of setting the process step of the division process on the setting screen of FIG. It is a figure which shows the template execution screen which inputs the data in the 1st processing step. It is a figure which shows the template execution screen which inputs the data in the 2nd processing step. It is a figure which shows the template execution screen which inputs the data in the 3rd processing step. It is a figure which shows the template execution screen which displayed the PDF form generated by completing all the processing steps. It is a figure which shows the screen in order to collectively specify the form to be circulated to the worker himself / herself. It is a figure which shows the screen which executes the batch approval of a circulation form. It is a figure which shows the screen which displays the customized background image at the time of form display. It is a figure which shows the screen which displays the thumbnail of the registered form. It is a figure which shows the screen which creates the process procedure by arranging thumbnails of registered forms.

Hereinafter, an example of providing this service will be described with reference to FIG.
FIG. 1 is a schematic diagram illustrating an example of an outline of an electronic form service (hereinafter referred to as “the service”) to which a server according to an embodiment of the information processing apparatus of the present invention is applied.

This service is a service that allows you to start paperless immediately without the need for development and on-site initiative by replacing the form work that was operated with paper with electronic paper that utilizes PDF (PDF is displayed on the tablet). is there.
In addition to this service, BizRobo! Has been provided as one of the PDF reading services. By linking with the RPA series (manufactured by RPA Technologies), etc., it is possible to provide a one-stop solution for linking existing systems. The PDF reading service is a service that can read and acquire the character data embedded in the PDF file together with the image of the PDF file.
The user of this service in the example of FIG. 1 executes the form business in the following three usage steps.
First, in step S1, the form is designed and prepared. In this step S1, the form of the form is set based on the naming convention. The form of the form is a form in which the correspondence and arrangement of a plurality of items in the form and the input fields of each item are determined. There are two types of form forms: an input form, which is an input side form, and an output form, which is an output side form.

In step S2, the designed and prepared form is registered. In this step S2, the form of the input form set by the user is uploaded to the server of this service.
In step S3, the form is displayed on a tablet or the like and handwritten. In this step S3, the candidates of the form (input side) uploaded to the server are displayed on the web browsing function of the tablet, that is, the screen of the browser, and the desired form is selected and operated. As a result, the form input screen corresponding to the selected form is displayed, and data can be input.
Since the opened form input screen has almost the same form as the form, the user can input data with almost the same feeling as the form. The data to be input to the form input screen is specified by the function of the input field of each item, and for example, text or handwritten characters can be input.

After inputting data to the form input screen, by the operation of input completion, data is automatically replaced for each item with other forms (output side) set in advance for output based on the preset naming convention. Therefore, no manual work is required to transfer the data.

In this service, by executing the form work in these three usage steps, the work of transferring the contents of the handwritten form to another form can be confirmed without causing a human error. , Modifications, etc. are not required, and costs can be reduced.
In addition to this, this service has the following effects in terms of quality, lead time, and cost.
In terms of quality, rework can be zero. Punching mistakes can be eliminated. Compliance can be strengthened.
In terms of lead time, it is possible to improve UX and sales opportunities. Real-time visualization of business processes can improve the efficiency of the entire business.
In terms of cost, the printing cost of paper can be reduced to zero. Posting work can be reduced to zero. Documents can be easily stored and searched.

Next, an information processing system that realizes the service shown in FIG. 1 will be described with reference to FIGS. 2 to 4.
FIG. 2 is a diagram showing a configuration example of an information processing system applied when providing the service shown in FIG. 1, that is, an information processing system including a server according to an embodiment of the information processing apparatus of the present invention. ..

The information processing system shown in FIG. 2 is configured by connecting a server 1 and n user terminals 2-1 to 2-n (n is an arbitrary integer value of 1 or more) via a network N such as the Internet. Will be done.
The server 1 is managed by the service provider A of this service. Each of the user terminals 2-1 to 2-n is operated by n users U-1 to Un, respectively.

Hereinafter, when it is not necessary to distinguish the users U-1 to Un individually, these are collectively referred to as "user U". When it is called "user U", the user terminals 2-1 to 2-n are collectively called "user terminal 2".

FIG. 3 is a block diagram showing a hardware configuration of a server in the information processing system of FIG.

The server 1 includes a CPU (Central Processing Unit) 11, a ROM (Read Only Memory) 12, a RAM (Random Access Memory) 13, a bus 14, an input / output interface 15, an output unit 16, and an input unit 17. , A storage unit 18, a communication unit 19, and a drive 20.

The CPU 11 executes various processes according to the program recorded in the ROM 12 or the program loaded from the storage unit 18 into the RAM 13.
Data and the like necessary for the CPU 11 to execute various processes are also appropriately stored in the RAM 13.

The CPU 11, ROM 12 and RAM 13 are connected to each other via the bus 14. An input / output interface 15 is also connected to the bus 14. An output unit 16, an input unit 17, a storage unit 18, a communication unit 19, and a drive 20 are connected to the input / output interface 15.

The output unit 16 is composed of a display, a speaker, and the like, and outputs various information as images and sounds. The input unit 17 is composed of a keyboard, a mouse, and the like, and inputs various information.

The storage unit 18 is composed of a hard disk, a DRAM (Dynamic Random Access Memory), or the like, and stores various data.
The communication unit 19 communicates with other devices (user terminals 2-1 to 2-n in the example of FIG. 2) via a network N including the Internet.

A removable media 21 made of a magnetic disk, an optical disk, a magneto-optical disk, a semiconductor memory, or the like is appropriately mounted on the drive 20. The program read from the removable media 21 by the drive 20 is installed in the storage unit 18 as needed.
Further, the removable media 21 can also store various data stored in the storage unit 18 in the same manner as the storage unit 18.
Although not shown, the user terminal 2 and the advertiser terminal 3 of the information processing system of FIG. 2 have basically the same configuration as the hardware configuration shown in FIG.

Hereinafter, an example of the functional configuration of the server 1 for providing the service of FIG. 1 will be described with reference to FIG. FIG. 4 is a functional block diagram showing an example of the functional configuration of the server of FIG.

As shown in FIG. 4, a user DB 300 and a form DB 400 are provided in one area of the storage unit 18 of the server 1 shown in FIG.
The user DB 300 stores the information of the user U. The information of the user U includes, for example, a user ID, a user's company name, a department, a name, and the like.

The form data is stored in the form DB 400. The form data includes, for example, a form format (input format, output format), a registered template form, a template form, a generated PDF form, a naming convention and correlation, input data (text or character image), and the like.

Further, when the process corresponding to the service of FIG. 1 is executed, the public unit 111, the form management unit 112, the PDF processing unit 113, and the circulation control unit 114 function in the CPU 11 of the server 1. ..
The public unit 111 publishes the site of this service on the network N such as the Internet. User U can receive the service related to the electronic form by registering as a user on the site of this service.
The form management unit 112 manages the form data used in this service in the form DB 400.
The form management unit 112 has a corresponding unit 121 and a setting unit 122.
Corresponding unit 121 associates a data input field with a code indicating a function of the data input field. Specifically, it includes a naming convention (see FIG. 5) indicating the correspondence between the function of the data input field and the code.
The setting unit 122 sets the code in the data input field that exerts the function indicated by the code. More specifically, a form registration screen having a plurality of data input fields is displayed, and when a code is input by the user in each data input field, the code is set in the data input field that exerts the function indicated by the code. ..
The PDF processing unit 113 executes processing related to PDF. The processing related to PDF is, for example, the processing to generate a PDF form based on the data extracted from the form input screen or the selected input template, as well as the circulation of PDF forms, form division and merging, division display, copying, and multiple form merging. , Collective approval, repeat, etc.
The PDF processing unit 113 includes a form display unit 131, an extraction unit 132, and a generation unit 133.
The form display unit 131 displays an input form in which a part of the data input fields of the form is hidden.

The extraction unit 132 extracts the data input in the data input field of the form in correspondence with the code set in the data input field.
The extraction unit 132 extracts data for each area in which the form is divided into a plurality of forms, for example, at the time of form division and merging. Further, the extraction unit 132 extracts data from each of the plurality of forms, for example, when merging a plurality of forms.

The generation unit 133 generates a form in which the data extracted by the extraction unit 132 is inserted into another data input field in which a code is set in advance based on the naming convention.
Further, the generation unit 133 generates one form by inputting the data extracted for each area of the form by the extraction unit 132 into the input form composed of a plurality of areas, for example, at the time of form division and merging.
Further, for example, when merging a plurality of forms, the generation unit 133 inputs data extracted from each of the plurality of forms by the extraction unit 132 into a form form in which a plurality of forms are concatenated to generate a form. To do. The generation unit 133 generates the form in a circulation format.

The circulation control unit 1 displays a screen for circulation (see FIGS. 19, 21, 28, and 29). The circulation control unit 114 controls to circulate the circulation-type form generated by the generation unit 133 to one or more users U in a designated order.

Here, the naming convention and the correlation will be described with reference to FIGS. 5 and 6.
As shown in FIG. 5, the naming convention 31 is a table in which a function in the function classification of the information input field and a code indicating the function are associated with each other. The code consists of a prefix code and the name of the item given after it. The code is also referred to as a function code or an item code. This table also has a remarks column to supplement the explanation of each function.
The function classification is classified into "handwriting input", "other input", "attachment" and the like.
For example, the prefix code "HP_" is classified into "handwriting input" as a function classification, and the specific function is "handwriting input, type embedding".
Further, the prefix code "CL_" is classified into "other input" in the function classification, and the specific function is "calendar input".
The prefix code "FA_" is classified into "attachment" as a function classification, and the specific function is "file attachment". In the field where the prefix code is not set, the function is "keyboard input".

As shown in FIG. 6, the correlation 32 defines the function of the information input field as in the naming convention 31, and depends on the relationship between the prefix codes and the names of the prefix codes and the items given to the prefix codes. , Specify the data to be input.
For example, in the function of "automatic insertion of name and kana", if "HP_ and KN_ have the same name below _", the code of the information input field is "HP_name" and "KN_name".
In addition, in the case of the code names "PC_address 1" and "PC_address 2" in the "zip code search" function, up to the prefecture, city, town, and village name is inserted in the information input field in which "PC_address 1" is set. .. In "PC_Address 2", the address (address, number, etc.) below the name of the municipality is manually input by the user.
FIG. 7 shows an example form 41 in which the information input field is named and set according to the naming convention 31 of FIG. 5 and the correlation 32 of FIG.

Next, the operation of the server 1 of FIGS. 2 to 4 in the information processing system of FIG. 2 will be described with reference to the flowcharts of FIGS. 8 and 9. First, the template generation operation of the server 1 will be described with reference to FIG. FIG. 8 is a flowchart showing a template generation operation of the server 1 of FIGS. 2 to 4.
In the server 1, when the form 41 corresponding to the handwritten form is generated, in step S11 of FIG. 8, the corresponding unit 121 associates the data input field with the code indicating the function of the data input field.
The setting unit 122 displays a new template creation screen, and displays a plurality of template form input forms on this screen. Then, the form registration screen for registering the template form input form selected by the user as a template is displayed.
Next, in step S12, the setting unit 122 sets the code in the data input field that exerts the function indicated by the code by inputting the code in each data input field of the input form of the form registration screen. As a result, the form 41 is registered in the form DB 400 as a template of the input form in which the code is set in the data input field.

Next, the PDF form generation operation of the server 1 of FIGS. 2 to 4 will be described with reference to FIG. FIG. 9 is a flowchart showing the PDF form generation operation of the server 1 of FIGS. 2 to 4.
In the server 1, in step S21, the form display unit 131 displays a template (for example, form 41) which is an input form corresponding to the handwritten form (first form).
Then, when data is input to the data input field of the displayed template by the user, in step S22, the extraction unit 132 extracts the code of the data input field of the template in association with the input data. It is stored in the form DB 400.
Subsequently, when the output form is specified by the user, the generation unit 133 reads the data and the output form from the form DB 400 in step S23, and reads them into the data input field in which the code is set in advance in the output form. A PDF form (second PDF) in which data is inserted is generated.
In step S24, the generation unit 133 outputs the generated PDF form (second PDF) as desired. Specifically, the generated PDF form (second PDF) is displayed on the screen and saved or transmitted to the save destination specified by the user.

Hereinafter, the operation of the server 1 will be described in detail with reference to FIGS. 10 to 32.
10 and 11 are diagrams showing a PDF file processing function executed by the server 1 in this service.
As shown in FIG. 10, the PDF file processing functions executed by the server 1 include "circulation", "form division and merging", "division display", and "copying" of PDF forms as form processing forms. As shown in, there are functions such as "merge multiple forms", "batch approval", and "repeat".
The function of "circulation" is a function of circulating one PDF by a plurality of people, one template of a form, and a plurality of inputters or confirmers per template.
The function of "form division and merging" is a function to merge the data input to multiple electronic forms into one PDF. There is one form template and N for division (however, N is an integer of 1 or more). ), The number of input persons or confirmers per template is 1 or more, and it depends on the number of divided forms.
The function of "split display" is a function to divide the entry part from one PDF and merge the data into the original form each time it is filled in. 1 or more, depending on the number of divided forms.
The "copy" function is an automatic data transfer function that inserts the data entered in one PDF into a PDF in another format (same data). There is one template for the form, N for copying, and one template. The number of input persons or confirmers per person is 1 or more, and it depends on the number of divided forms.
The function of "Merge multiple forms" is a function to merge multiple PDF files, generate one PDF file, and then input and confirm. One template of form is the input person or confirmation per template. There are multiple people.
The "Batch Approval" function is a function that processes the form specified by the confirmation approver with a series of UI and highlights the approved part, and there are N form templates and the input person per template. Or, there is only one confirmer.
The "Repeat" function is a function that displays the form, and after the input is completed, resets it to the initial input state without returning to the main menu. There are multiple people.

Hereinafter, each of the above functions will be described with reference to the screen. First, with reference to FIGS. 12 to 18, the "form division &merge" function of the server will be described as a first example of using the input template. FIG. 12 is a diagram showing a screen for creating a new template.
Here, the "form division &merge" function will be described in the flow of dividing a form, creating and registering a new template for each division area, and then merging the data input to each template to create one form. The "form division &merge" function is executed by the PDF processing unit 113.

In this case, when the user logs in to the site of this service, the front page of the site is displayed. As shown in FIG. 12, the front page 50, in the left column thereof, "dashboard" 51a, "form input" 51b, "temporary storage form" 51c, "input completion form" 51d, "template list" 51e, "template progress" A menu field 51 for selection items such as 51f, "management" 51g, and "change password" 51h, and a screen field 52 to the right of the menu field 51 are provided. The screen of the selected item selected in the menu field 51 is displayed in the screen field 52.

Here, when the user selects and operates the selection item of the management 51g in the menu field 51 of the front page 50, the template creation screen 53 shown in FIG. 12 is displayed.
On the template creation screen 53, a template name designation field 53a, an entry type designation field 53b, a form registration field 53c, a form 1 designation field 53d, a form 2 designation field 53e, a form addition button 53f, a template registration button 53g, etc. Is provided.

On the template creation screen 53, the user inputs the template name in the template name designation field 53a, for example, "employment contract", and then in the entry type designation field 53b, of "circulation entry" and "form division entry". Select "Form split entry".
Further, in the form registration field 53c, the PDF form to be registered is specified as "employment contract (merge) .pdf" from the pull-down menu, and the form 1 of the part to be divided is set in the specification field 53d of form 1, for example, "employment contract". It is designated as ".pdf", and the form 2 of the part to be divided is designated as, for example, "wage .pdf" in the designation field 53e of the form 2. Further, if there is a form to be divided, a form designation field can be added by pressing the form addition button 53f.
After specifying in each of the above designated fields, by clicking the template registration button 53g, each designated form is registered in the form DB 400 as a form to be processed.

Next, when the template is executed, when the user selects the selection item of the template list 51e in the menu field 51 of the front page 50, the created template list is displayed. When the template created on the template creation screen 53 of FIG. 12 is selected from the template list, the template (new implementation) screen 54 shown in FIG. 13 is displayed.

On the template (new implementation) screen 54, the template name is "employment contract", the entry type is "form split entry", and the step is 1.1. employment agreement. pdf, 2.2. wage. pdf, as the final merge original form, 3. Employment contract (merge). The pdf is displayed. On the right side of the screen, a template execution button 54a is provided, and the processing of the form is the employment contract. pdf, wages. pdf, employment contract (merge). It can be seen that it is performed in the order of pdf.

When the user confirms the contents of the template (new execution) screen 54 and clicks the template execution button 54a, the template execution screen 55 shown in FIG. 14 is displayed.
On the template execution screen 55, a menu area 55a showing the progress of the form processing and an employment contract to be processed first in the order of the form processing. A screen 55c on which the pdf input form 55b is displayed is provided. In the menu area 55a, the file name 55d to be processed this time is specified in, for example, red.
A background image is displayed on the screen 55c, which can be changed by the user as desired. Further, the screen 55c is provided with a check column 55e for omission of entry, etc., and the user can prevent omission of entry, erroneous entry, etc. by checking after inputting the data.

Here, when the user clicks the button 55f of the next "step" after inputting data in each field of the input form 55b, the template execution screen 56 (see FIG. 15) of the next form processing order is displayed. Is displayed.
On the template execution screen 56 shown in FIG. 15, a menu area 56a showing the progress of the form processing and wages to be processed next in the order of the form processing are displayed. A screen 56c on which the pdf input form 56b is displayed is provided.
In the menu area 56a, the file name 56d to be processed this time is specified in, for example, red. A background image is displayed on the screen 56c, which can be changed by the user as desired.

Here, when the user clicks the button 56e of the next "step" after inputting data in each field of the input form 56b, the template execution screen 57 (see FIG. 16) of the final form processing order is displayed. Is displayed.

On the template execution screen 57 shown in FIG. 16, a menu area 57a showing the progress of form processing and an employment contract (merge) to be processed last in the order of form processing. A screen 57c on which pdf57b is displayed is provided. In the menu area 57a, the file name 57d to be processed this time is specified in, for example, red.

The user can see the employment contract (merge) displayed on the screen 57c. After confirming the data merge location 57e of pdf57b, when the completion button 57f is clicked, the completion status is set in the flow of this form processing and the record of the corresponding form in the form DB 400 is updated.

After completing the form processing, the screen returns to the original template creation screen 53 (menu screen shown in FIG. 12), and when the selection item of "template progress" 51f in the menu column 51 is clicked, the template progress status screen 58 shown in FIG. 17 is clicked. Is displayed.

On the template progress screen 58, a list 58a of forms for which the form processing has been completed is provided. The data of the employment contract processed this time is inserted in the top row of the list 58a. "3" is inserted in the first row of the "number of completed steps" item in the list table 58a, and "implementation completed" is inserted in the "status" column. By checking the "number of completed steps" and "status" columns in the list 58a, the user can know that a series of form processing has been completed.

Further, when the user clicks the selection item of the "input completion form" 51d in the menu field 51 of the template progress screen 58, the input completion form screen 59 shown in FIG. 18 is displayed.
On the screen 59 of the input completion form, a list 59a of the forms for which the input has been completed is provided. The list 59a is provided with a record of the form for which the input is completed. The record is provided with items such as file name, form type, creator, creation date, output format "PDF", "CSV", deletion, etc., and the completed form file is in PDF or CSV format. It can be output as an input completion form with. Further, on this screen 59, it is possible to delete the file of the form for which the input has been completed.

Next, with reference to FIGS. 12, 19 to 21, the "circulation" function of the server 1 will be described as a second example of using the input template. FIG. 19 is a diagram showing a screen of the template of the person in charge at the beginning. FIG. 20 is a diagram showing a screen of the template progress status. FIG. 21 is a diagram showing a screen of a template of the next person in charge. The "circulation" function is executed by the circulation control unit 114.

In this case, on the template new creation screen 53 of the front page 50 shown in FIG. 12, the user inputs the template name in the template name designation field 53a and then selects "circulation entry" in the entry type designation field 53b. ..
Further, in the form registration field 53c, for example, "inspection form circulation" or the like is selected from the pull-down menu for the template form to be registered as the circulation target.
Then, the person in charge of circulation is designated in the designated field 53d of the form 1 and the designated field 53e of the form 2. Here, it is assumed that, for example, "AAA" is designated as the implementer in the designated column 53d, and "BBB" is designated as the person in charge of management in the designated column 53e.
After that, by clicking the template registration button 53g, the designated form is registered in the form DB 400 as the form to be processed.

Next, when the template is executed, when the user selects the selection item of the template list 51e in the menu field 51 of the front page 50, the created template list is displayed. When the template created on the template creation screen 53 of FIG. 12 is selected from the template list, the circulation control unit 114 sends the user terminal of the person in charge at the beginning of the circulation target, for example, user 2-1 or the like. The template screen 60 shown in 19 is displayed.

On the screen 60 of this template, when data is entered in the form field 60a entered by the user U-1 of the first person in charge and then the entry completion button 60b is clicked, the form for which the data has been entered is clicked. The contents of the above are reflected in the form DB 400, the form is circulated to the next person in charge, and the user terminal of the user of the next person in charge, for example, user 2-2, is notified that the form has been circulated. After that, the circulation of the form is repeated. Only the person in question can process the circulated form.

When the form circulation is completed or during the form circulation, the original template creation screen 53 (menu screen shown in FIG. 12) is returned, and when the selection item of "template progress" 51f in the menu column 51 is clicked, FIG. 20 The template progress screen 58 shown in is displayed.
On the template progress screen 58, a list 61a of forms for which the form processing has been completed is provided. The data of the inspection form circulation processed this time is inserted in the top row of the list 61a.
When the form is being circulated, "in progress" is inserted in the "status" column of the list 61a, the person in charge name "AAA" is inserted in the "first implementer" column, and "next implementation". The person in charge "BBB" is inserted in the "person" column.
By checking this list 61a, the user can check the status of the form, such as how far the circulation of the form has progressed.

When the user U-2, who is the next person in charge of the circulation notification, specifies the form in charge of himself / herself on the user terminal 2-2, the template screen 61 shown in FIG. 21 is displayed.
On the screen 61 of this template, when data is input to the form field 61a to be input by the user U-2 of the next person in charge, and then the entry completion button 61b is clicked, the data-entered form is entered. Is reflected in the form DB 400, and if the person in charge of management is the person in charge at the end of the circulation, the input is completed. The subsequent processing is the same as that of the first example, and the description thereof will be omitted.

Next, with reference to FIGS. 22 to 27, the "split display" function of the server 1 will be described as a third example of using the input template. FIG. 22 is a diagram showing a setting screen for performing the division processing of the designated template form. FIG. 23 is a diagram showing how the processing step of the division process is set on the setting screen of FIG. 22. FIG. 24 is a diagram showing a template execution screen for inputting data in the first processing step. FIG. 25 is a diagram showing a template execution screen for inputting data in the second processing step. FIG. 26 is a diagram showing a template execution screen for inputting data in the third processing step. FIG. 27 is a diagram showing a template execution screen on which the PDF form generated by completing all the processing steps is displayed. The "split display" function is executed by the PDF processing unit 113.

In this case, the form to be processed is registered on the template new creation screen 58 of the front page 50 shown in FIG. The form registration operation is the same as in the first example above, and detailed description thereof will be omitted.
Next, when executing the template, select the selection item of the template list 51d, select the form to be processed from the displayed template list, and select the template execution button (for example, refer to the template execution button 54a in FIG. 13). ) Is clicked to display the setting screen 62 shown in FIG.

The setting screen 62 is provided with a display area 62b on which the form 62a selected as the processing target is displayed, and a display area 62c for setting a processing step for dividing the template form and performing processing.
In the display area 62c, an input field 62d for the flow name, which is the name of the process, a plurality of input fields 62e for designating the template form name for dividing and inputting the part of the form 62a, and a worker's designation field 62f. And are provided.
The plurality of input fields 62e of the template form name are arranged in the order of the processing steps, and are numbered as "1", "2", and "3".

On the split display screen 62, as shown in FIG. 23, the user inputs, for example, “flow 1” or the like as the flow name, and then drags and drops the area 62 g of the form split processing target displayed in the display area 62b. Select (designate) by operation, enter the form name in the first input field, for example, the input field 62e of "1", for example, "divided form 1", and enter the worker in the worker's designation field 62f, for example, " By designating "Mr. A" or the like, the area 62g is defined and set as the first processing step.

By performing this work for the input field 62e of "2" and the input field 62e of "3", the area 62h is defined as the second processing step, and the area 62i is defined and set as the third processing step.
When a check is required between the processing steps, it is possible to check for omission of entry or the like by checking the check column 62f arranged between the processing steps.

Next, an operation in which the server 1 executes the processing step set on the setting screen 62 will be described.
On the template execution screen shown in FIG. 13, when the flow name to be processed is specified and the template execution button is clicked, the first processing step is executed and the user terminal of Mr. A (for example, FIGS. 2 and 4). The template execution screen 63 shown in FIG. 24 is displayed on the user terminal 2-1 or the like).
The template execution screen 63 is provided with a display area 63a on which an image of a form selected as a processing target is displayed, and a display area 63b for inputting data into an input form corresponding to a division area of the form. In the image of the form displayed in the display area 63a, the division area 63c to be processed is displayed by, for example, a wavy line, and the operator can know which part of the form is being processed in the first processing step. To.
The display area 63b is provided with an input form 63d corresponding to the form division area 63c.

When the user clicks the next button 63e after inputting data in the input form 63d, the next second processing step is executed, and the user terminal of Mr. B (for example, the user terminal 2 of FIGS. 2 and 4) is executed. -2 etc.) The input form 64a is displayed on the template execution screen 63 shown in FIG. 25. In the image of the form displayed in the display area 63a, the divided area 64b to be processed is displayed by, for example, a wavy line, and the operator determines which part of the form is being processed in the second processing step. It is designed to be understood.

When the user clicks the next button 63e after inputting data in the input form 64a, the next third processing step is executed, and the user terminal of Mr. C (for example, the user terminal 2 in FIGS. 2 and 4) is executed. The input form 65a is displayed on the template execution screen 63 shown in FIG. 26 (-3 etc.). In the image of the form displayed in the display area 63a, the division area 65b to be processed is displayed by, for example, a wavy line, and the operator determines which part of the form is being processed in the third processing step. I understand.

When the user clicks the next button 63e after inputting the data in the input form 65a, the input data merging process of the first to third processing steps is executed, and as shown in FIG. 27, the template form is executed. The PDF form 66a in which all the data has been input to is displayed on the template execution screen 63. The PDF form 66a is a state in which data is input to the original template form.

The user confirms the input data of the PDF form 66a and corrects it if necessary. After that, by clicking the completion button 66b, the PDF form 66a is stored in the form DB 400, the completion status is set in the flow of this form processing, and the record of the form DB 400 is updated.

Next, with reference to FIGS. 28 and 29, the "batch approval" function of the server 1 will be described as a fourth example of using the input template. FIG. 28 is a diagram showing a screen for collectively designating the forms to be circulated to the worker himself / herself. FIG. 29 is a diagram showing a screen for executing batch approval of circulation forms. The "batch approval" function is executed by the circulation control unit 114.

In this embodiment, the worker collectively approves the forms that the worker is in charge of by inputting circulation or the like.
Among the plurality of forms for circulation registered, for example, when the selection item of "template progress" 51f is clicked on the front page 50 of FIG. 12, the template progress screen 67 shown in FIG. 28 is displayed.
The template progress screen 67 is provided with a list 67a, a search button 67b, a batch confirmation button 67c, and the like.

When the user selects the next implementer's column 67d in the list 67a of the template progress screen 67 and uses the search button 67 to search for the one in which his / her name is set in the next implementer's column 67d, The template for which the next practitioner is himself is displayed in the list 67c.
After confirming the contents (template name, entry type, status, etc.) of each template displayed in the list 67c, the user clicks the batch confirmation button 67c to display the screen 68 shown in FIG. 29. ..

The screen 68 is provided with a menu column 68a. In the menu column 68a, the file names of the opened forms are arranged vertically. The file names are arranged in order from the top in the order of processing.
Further, on the right side of the menu field 68a of the screen 68, a display area 68b of the form to be processed is provided. In the display area 68b of the form to be processed, the template 68c of the first form searched is displayed.

Of the input fields of the form template 68c, the approved part 68d in which a specific code (HI_ or the like) is set is highlighted, and the part to be signed by the user can be seen at a glance.
When the user signs the highlighted approval part 68d and clicks the button 68f of "Next form", the approval is confirmed, the corresponding record of the form DB400 is updated, and the template of the next form is updated. Is displayed.
When the approval is confirmed, the approved file name in the menu column 68a is switched to the highlight display, so that the user can see the approved form and the progress of the approval at a glance. The following procedure is the same as the normal circulation function, and the description thereof will be omitted.

Hereinafter, other functions of the server 1 will be described with reference to FIGS. 30 to 32.
FIG. 30 is a diagram showing a screen for displaying a customized background image when displaying a form.
Normally, in a business system used for form business, when a form file in which an input form is added to an image of a form is displayed on the screen, the screen is generally displayed according to the form size. In other words, the screen is designed so that there is no margin around the form.
On the other hand, for example, when counseling a user in a company that operates a bridal salon or the like, there is a case where the counseling sheet to be filled in by the user is presented to the user as an electronic form by utilizing this service.
In such a case, when the user fills out the counseling sheet, the screen of the counseling sheet as it is is often dull and does not generate inspiration, and it may be desired to devise the background of the screen.

Therefore, in this embodiment, the server 1 makes the screen for displaying the image of the electronic form wider than the width of the image of the electronic form, and sets the background image visible between the image of the electronic form and the screen for each company or. It has a function to customize the page for each form.
In this case, the server 1 displays the background image 69a on the wide screen 69 and then displays the form image 69b, as shown in FIG. 30, for example.
By making the background image customizable on a screen wider than the form image in this way, it is possible to create an interface that matches the user who fills out the form, and it is possible to produce a production that matches the usage scene and the image of the company. Become.

Subsequently, the thumbnail view function of the server 1 will be described with reference to FIG. 31.
FIG. 31 is a diagram showing a screen of a function for displaying form data registered in the form DB 400 in the form of thumbnails.
For example, when a plurality of forms having the same file name but different contents formats are registered in the form DB 400, the selection item of the form input 51b is selected from the menu fields 51 of the front page 50 shown in FIG. Then, the form input screen 70 shown in FIG. 31 is displayed.
At this time, the server 1 reads the data of one or more created form templates registered in the form DB 400, generates thumbnails 70a, 70b, 70c, etc., respectively, and generates the generated thumbnails 70a, 70b, 70c. It is displayed on the form input screen 70.
In this way, according to the thumbnail view function, by displaying the form to be input by the user in the form of a thumbnail, the user can see the rough contents (format, etc.) of the form by looking at the thumbnails 70a, 70b, and 70c. Therefore, which form should be used as a template can be identified from the thumbnail, and the desired form can be easily selected without opening the files one by one.

Next, the form flow design function of the server 1 will be described with reference to FIG.
FIG. 32 is a diagram showing a screen for creating a processing procedure by arranging thumbnails of registered forms.
The form flow design function is an extension of the thumbnail view function shown in FIG. 31, and displays, for example, the screen 71 shown in FIG. 32. This screen 71 has a thumbnail list 71a in which a plurality of thumbnails are displayed and a flow creation area 71b. Note that flow is an abbreviation for a flowchart. In the thumbnail list 71a, the thumbnail 71c of the registered form template is displayed.

On this screen 71, the user selects a desired thumbnail 71c from the thumbnail list 71a, moves it to the flow creation area 71b by dragging and dropping, and arranges the thumbnail 71c according to the desired processing flow.
Then, a desired processing flow can be created by connecting the thumbnails 71c to each other with an object of the arrow 71d or the like, or by branching the arrow 71d.
As described above, according to the form flow design function, a desired processing flow can be created based on GUI (Graphical User Interface), so that the design of the flow for processing the form can be facilitated.

Although one embodiment of the present invention has been described above, the present invention is not limited to the above-described embodiment, and modifications, improvements, and the like within the range in which the object of the present invention can be achieved are included in the present invention. Is.

For example, in the above-described embodiment, as an example of this service, it has been described that the transfer of the form entry location in desk work is converted into an electronic form, but the process of converting the form into an electronic form in this service is not particularly limited to this. .. That is, this service is not limited to automation such as transfer of entry points on forms.
Specifically, for example, it is possible to automate and streamline work such as desk work in various industries such as the retail, wholesale industry, and the media industry.

Further, for example, the above-mentioned series of processes can be executed by hardware or software.
In other words, the functional configuration of FIG. 1 is merely an example and is not particularly limited.
That is, it suffices if the information processing system is provided with a function capable of executing the above-mentioned series of processes as a whole, and what kind of functional block is used to realize this function is not particularly limited to the example of FIG. Further, the location of the functional block is not particularly limited to FIG. 1, and may be arbitrary. For example, the functional block of the server may be transferred to a user terminal or the like. On the contrary, the functional block of the user terminal may be transferred to a server or the like.
Further, one functional block may be configured by a single piece of hardware, a single piece of software, or a combination thereof.

When a series of processes are executed by software, the programs constituting the software are installed on a computer or the like from a network or a recording medium.
The computer may be a computer embedded in dedicated hardware.
Further, the computer may be a computer capable of executing various functions by installing various programs, for example, a general-purpose smartphone or a personal computer in addition to a server.

The recording medium containing such a program is not only composed of a removable medium (not shown) distributed separately from the main body of the device in order to provide the program to the user or the like, but also a user in a state of being preliminarily incorporated in the main body of the device. It is composed of a recording medium or the like provided to the above.

In the present specification, the steps for describing a program to be recorded on a recording medium are not only processed in chronological order but also in parallel or individually, even if they are not necessarily processed in chronological order. It also includes the processing to be executed.
Further, in the present specification, the term of the system means an overall device composed of a plurality of devices, a plurality of means, and the like.

In other words, it is sufficient that the information processing apparatus to which the present invention is applied has the following configuration, and various various embodiments can be taken.
That is, the information processing device to which the present invention is applied (for example, the server 1 in FIG. 4) is
Corresponding means for associating the data input field with the code indicating the function of the data input field (for example, the corresponding part 121 in FIG. 4) and
A setting means for setting the code in the data input field for exerting the function indicated by the code (for example, the setting unit 122 in FIG. 4) and
To be equipped.
By setting a naming convention that associates the data input field with the code indicating its function in this way, if a PDF form input form is generated based on the naming convention, data to another format PDF form can be generated. Is easy to replace.
Further, the information processing device (for example, the server 1 in FIG. 4) is
Further, an extraction means (for example, the extraction unit 132 in FIG. 4) for extracting the data input in the data input field corresponding to the code set in the data input field, and
A generation means (for example, FIG. 4) in which the data extracted by the extraction means is inserted into another data input field in which the code is set in advance based on the correspondence between the data input field and the code. Generation unit 133, etc.) and
To be equipped.
With such a configuration, the user can use the form in various input formats without going through the development act of the PDF form. In addition, it is possible to eliminate the work of transferring the entered data in the form work.
As a result, the user's work can be easily automated and the work efficiency can be improved.
The generation means (for example, the generation unit 133 in FIG. 4) is
Generate the above form in circulation format and
A circulation control means (for example, a circulation control unit 114 in FIG. 4) that controls circulation of a circulation-type form generated by the generation means to one or more users in a designated order.
To be equipped.
With this configuration, the electronic form can be circulated to a plurality of users for processing, so that the efficiency of the form work can be improved.
The extraction means (for example, the extraction unit 132 in FIG. 4) is
Data is extracted for each area in which the form is divided into a plurality of areas, and data is extracted.
The generation means (for example, the generation unit 133 in FIG. 4) is
The data extracted for each area by the extraction means is input to an input form composed of a plurality of areas to generate one form.
This makes it possible to automate the process of dividing the form into areas and merging them.
The extraction means (for example, the extraction unit 132 in FIG. 4) is
Extract data from multiple forms and
The generation means (for example, the generation unit 133 in FIG. 4) is
Data extracted from each of the plurality of forms by the extraction means is input to a form form in which the plurality of forms are concatenated to generate the form.
This makes it possible to automatically merge a plurality of forms.
A form display means (for example, the form display unit 131 of FIG. 4) for displaying an input form in which a part of the data input field of the form is hidden.
By providing, it is possible to create an input form in which the form is divided and partially hidden. Therefore, when a plurality of workers process one form, each worker can perform all the contents of the form. You can work without knowing.
The form is a portable document format electronic form (PDF form) in which the data input in the data input field is embedded.
As a result, sentences, images, etc. can be viewed in almost the same state in all environments without being influenced by a specific environment.

Claims (9)

Corresponding means for associating the data input field with the code indicating the function of the data input field, and
A setting means for setting the code in the data input field that exerts the function indicated by the code, and
Information processing device equipped with. An extraction means for extracting the data input in the data input field corresponding to the code set in the data input field, and
A generation means for generating a form in which the data extracted by the extraction means is inserted into another data input field in which the code is set in advance based on the correspondence between the data input field and the code.
The information processing apparatus according to claim 1. The generation means
Generate the above form in circulation format and
A circulation control means that controls circulation of a circulation-type form generated by the generation means to one or more users in a designated order.
The information processing apparatus according to claim 2. The extraction means
Data is extracted for each area in which the form is divided into a plurality of areas, and data is extracted.
The generation means
The data extracted for each area by the extraction means is input to an input form composed of a plurality of areas to generate one form.
The information processing device according to claim 2. The extraction means
Extract data from multiple forms and
The generation means
Data extracted from each of the plurality of forms by the extraction means is input to a form form in which the plurality of forms are concatenated to generate the form.
The information processing device according to claim 2. A form display means for displaying an input form in which a part of the data input field of the form is hidden.
The information processing apparatus according to claim 2. The form is an electronic form in a portable document format in which the data entered in the data entry field is embedded.
The information processing device according to any one of claims 2 to 6. In the information processing method executed by the information processing device,
A step of associating a data entry field with a code indicating the function of the data entry field, and
The step of setting the code in the data input field that exerts the function indicated by the code, and
Information processing methods including. For computers that control information processing devices
A step of associating a data entry field with a code indicating the function of the data entry field, and
The step of setting the code in the data input field that exerts the function indicated by the code, and
A program that executes control processing including.

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