JP2023079535A - Form management method, system, program, apparatus, database, and recording medium - Google Patents

Abstract

To create a database of information necessary for periodic repair, establish a distinction among information tables for each management function, and spread input information, thereby enabling an orderer, a contractor, and a person in charge of construction to easily grasp information.SOLUTION: A form management method using a computer includes the steps of: generating a task information table (24) for storing two or more pieces of task information and storing the task information on the task information table; generating two or more task management tables (28) specified with management functions (T1-Tn); generating an execution task selection table (26) to which selection information is input, the selection information being information for selecting task information to be executed from among the above task information; and selecting one of or two or more of the task management tables on the basis of the selection information acquired from the execution task selection table, the task information selected with the selection information being stored in the task management tables.SELECTED DRAWING: Figure 1

Description

The present disclosure relates to, for example, a form management technique used for maintenance management such as regular maintenance work of a heat exchange system included in an oil refining plant.

Regular maintenance work for petroleum refining plant facilities including heat exchange systems, or preparatory work necessary for regular maintenance work, is ordered from the owner company that operates the plant to the cooperating company. In such periodic maintenance work, the operation of the plant is stopped before it is executed, so prompt processing is required, and in addition, management for security and safety, including the progress of the construction work and inspections after the periodic maintenance, is essential.

Regarding the progress management of maintenance and inspection, the list creation means that receives the list creation request selects the maintenance and inspection items in the confirmation information database, creates a checklist, distributes this checklist to the terminal device, and follows this checklist. It is known that confirmation items such as performed maintenance inspections and measurement items are taken into a server device through a terminal device, stored in a confirmation information database, and distributed to the terminal device upon request (for example, Patent Document 1).

Regarding construction progress management, in construction work, the storage means accumulates a construction plan consisting of a plurality of processes, progress information on the construction plan, and resource input plans including people and heavy machinery, and the actual information acquisition means accumulates each process. The progress rate and the resource input result are acquired, and the rate review means compares the actual rate converted from the resource input result and the planned rate converted from the resource input plan, and determines the future rate of construction. It is known that the amount of work is determined and the amount of work calculation means calculates the amount of leftovers and the amount of work based on the future commission (for example, Patent Document 2).

Regarding the progress management of construction work, we have a construction plan support system, an inspection schedule database that accumulates data related to inspection schedules, and an inspection schedule actual database that accumulates inspection progress data that integrates inspection schedules and actual results. Combined with a progress confirmation system that transmits construction progress data converted to physical quantity of construction progress to the construction plan support system, integrates the process by section and the previous construction progress data, and charts showing construction progress A progress chart with a lightning bolt display. is known (for example, Patent Document 3).

Japanese Unexamined Patent Application Publication No. 2004-227307 JP 2013-45308 A JP 2010-282496 A

In regular maintenance work of a heat exchange system included in a petroleum refining plant, the orderer is the owner company that operates the plant, and the contractor is the cooperating company that undertakes construction processing and management. If the target of regular maintenance work is a heat exchange system, the system includes multiple heat exchangers with different specifications, as well as a large number of parallel devices. Since turnaround work is carried out with the heat exchange system stopped, a construction period is required to minimize the period of stoppage. In addition, factors such as system specifications and costs for regular maintenance are added as considerations.

For the orderer of regular maintenance work, in addition to the progress management, inspections according to the progress are major items to be handled. In response to this, the contractor grasps the concept of the ordering party and the overall picture of the system that is subject to periodic maintenance, formulates a periodic maintenance plan, executes the construction process, and undergoes periodic inspections by the ordering party at any time. Construction is required to be completed.

In the past, the processing of such periodic maintenance work by the orderer and the contractor was executed based on document preparation, and it was necessary to prepare documents according to the scale of the system and the amount of equipment involved, and many documents were prepared. There is a problem that the work burden of manually performing is enormous.

Regular maintenance work includes multiple processes such as progress of construction, reporting, permission for inspection, and confirmation. For example, when regular maintenance work for one piece of equipment is completed, inspection permission is obtained from the contractor who received the completion report. I can't. This is excellent management from a safety point of view, but there are also issues such as entrusting the progress of construction to the person in charge of inspection by the ordering party. Information sharing between the ordering party and the contractor is essential, but if this is insufficient, there is a problem of inducing time loss between processes in basic points such as searching for the location of inspection equipment. .

In the past, sheets generated by spreadsheet software were used for information input, and it was difficult to link these sheets together. In other words, after inputting data into one sheet, if you need to take out another necessary sheet, for example, if the process and construction quality control information are written in separate sheets, find these and search for related information between processes. It was troublesome. Creating and associating sheets requires a large number of manual steps, which can lead to human error and imposes a huge workload on workers.

In addition, if the construction worker or manager takes time to check the status information such as the progress of the construction work as well as the progress of the construction work, there is a problem of delaying the construction work.

With respect to such problems, the structures disclosed in Patent Documents 1 to 3 cannot solve the problems presented by the present disclosure.

The inventor of the present disclosure relates to form management necessary for regular maintenance work such as a heat exchange system, creating a database of information necessary for regular maintenance work, automatically creating sheet information, sharing information such as progress management in regular maintenance work We have learned that it is possible to reduce the burden of all management, shorten the time required for regular maintenance, and improve reliability.

Therefore, in view of the above-mentioned problems and knowledge, the purpose of this disclosure is to create a database of information necessary for regular maintenance work, to distinguish information tables for each management function, and to process input information. The objective is to facilitate the grasping of information by the person in charge.

In order to achieve the above object, according to one aspect of the form management method of the present disclosure, there is provided a form management method using a computer, in which a task information table storing two or more pieces of task information is generated, and the task information table , generating two or more task management tables specified by the management function, and an execution task selection table for inputting selection information for selecting task information to be executed from the task information and selecting one or more of the task management tables based on the selection information acquired from the execution task selection table, and storing the task information specified by the selection information. include.

This form management method may further include the step of presenting one or more of the task information table, the task management table, the execution task selection table, and transition information on the task management table to an information terminal. .

This form management method may further include a step of selecting one or more of the other task management tables based on the input of information to the specific task management table to reflect the input information.

This form management method may further include the step of acquiring input information from one or more of the plurality of task management tables and presenting all of the input information in a specific task management table.

In order to achieve the above object, according to one aspect of the form management system of the present disclosure, a storage unit that stores information, a task information table that stores information on two or more tasks, and two or more tasks specified by the management function An execution task selection table is generated for inputting selection information for selecting task information to be executed from the management table and the task information, and any one of the task management tables is generated based on the selection information acquired from the execution task selection table. a processing unit that selects one or more and stores the task information specified by the selection information in the storage unit; the task information table, the task management table, the execution task selection table, or the task management table and an information terminal provided with an information presentation unit that presents any one or more of the above transition information.

To achieve the above object, according to one aspect of the program of the present disclosure, there is provided a program to be executed by a computer, which generates a task information table storing two or more pieces of task information, and stores a task in the task information table. A function of storing information, a function of generating two or more task management tables specified by the management function, and generating an execution task selection table for inputting selection information for selecting task information to be executed from the task information. and a function of selecting one or more of the task management tables based on the selection information acquired from the execution task selection table and storing the task information specified by the selection information. to execute.

The program further causes the computer to execute a function of presenting one or more of the task information table, the task management table, the execution task selection table, and transition information on the task management table to an information terminal. you can

In this program, the computer may further execute a function of selecting one or more of the other task management tables and reflecting the input information based on information input to the specific task management table. .

In this program, the computer may further acquire input information from one or more of the plurality of task management tables and present all of the input information in a specific task management table. .

In order to achieve the above object, according to one aspect of the form management apparatus of the present disclosure, a storage unit that stores information, a task information table that stores information on two or more tasks, and two or more tasks specified by the management function An execution task selection table is generated for inputting selection information for selecting task information to be executed from the management table and the task information, and any one of the task management tables is generated based on the selection information acquired from the execution task selection table. a processing unit that selects one or more and stores the task information specified by the selection information in the storage unit; the task information table, the task management table, the execution task selection table, or the task management table An information presenting unit for presenting one or more of the above transition information is installed in the housing.

In order to achieve the above object, according to one aspect of the database of the present disclosure, a database used for form management, comprising a task information table storing two or more pieces of task information, and two or more pieces specified by the management function a task management table; and an execution task selection table into which selection information for selecting task information to be executed from the task information is input; any one of the task management tables selected based on the selection information; In two or more, the task information specified by the selection information is stored.

In order to achieve the above object, according to one aspect of the recording medium of the present disclosure, the task information table and task management table included in the form management method, the task information table and task management table included in the form management system, and the any one or two or more of the programs of

According to the present disclosure, one of the following effects can be obtained.

(1) If a task information table storing two or more pieces of task information is generated, two or more task management tables specified by the management function are generated, and the task information is stored in the task information table, this task information is It is possible to automatically classify into two or more task management tables specified by the management function, and to automatically generate two or more task management tables in which task information is stored.

(2) If selection information for selecting task information to be executed from the task information existing in the task information table is input to the execution task selection table, the task management table is created based on the selection information. can be selected, and the task information specified by the selected information can be automatically stored in the task management table.

(3) Create two or more task management tables for two or more pieces of task information, edit the task information by selecting the task management table and changing the task information, and reflect the edited contents in the task management table. be able to.

1 is a diagram illustrating a configuration example of a form management system according to a first embodiment; FIG. It is a figure which shows an example of a table generation function. It is a figure which shows the structural example of a task information table. FIG. 10 is a diagram showing a configuration example of an execution task selection table; 3 is a diagram showing a configuration example of a task management table F1; FIG. FIG. 11 is a diagram showing a configuration example of a task management table F2; FIG. FIG. 11 is a diagram showing a configuration example of a task management table F3; It is a figure which shows the structural example of the task management table F4. 10 is a flow chart showing an example of processing for form management; FIG. 10 is a diagram showing a linked state between task management tables; 6 is a flow chart showing an example of a form management process; FIG. 11 is a diagram showing a configuration example of a form management system according to a second embodiment; FIG. 6 is a flow chart showing an example of a form management process;

[First Embodiment]
FIG. 1 shows a configuration example of a form management system according to the first embodiment. The configuration shown in FIG. 1 is an example, and the technology of the present disclosure is not limited to such a configuration.
This form management system 2 manages processes such as pre-inspection work, inspection processing, and subsequent recovery processing, progress, inspection result recording, etc. It is equipped with functions for creating forms used for data management, notifying administrators, and sharing information. These form management processes are executed by a computer. In this form management system 2, for example, as shown in FIG. 1, a management server 4 and an information terminal 6 communicate using a network 8 to exchange input information necessary for form management processing and notification information such as management information. done.

<Management Server 4>
The management server 4 is an example of the document management device of the present disclosure, and is a device that uses task information such as regular maintenance work and equipment inspection to create a document for each management function. The management server 4 is a computer equipped with a processor, a memory, an input/output unit (I/O), a communication unit, etc., and is composed of, for example, a processing unit 10, a storage unit 12, an information input unit 14, and an information presentation unit 16. It is
The processor is a functional unit that executes arithmetic processing of various programs such as an OS (Operating System) and a form management program stored in the memory, and constitutes the processing unit 10 .
The memory is composed of storage elements such as ROM (Read-Only Memory) and RAM (Random-Access Memory), and is an example of the recording medium of the present disclosure. The memory includes, for example, a work area for performing arithmetic processing such as an OS and a form management program, and a storage unit 12 for storing tables, databases, and the like generated by the form management process.
The input/output unit (I/O) is an interface to which the information input unit 14 and the information presentation unit 16 are connected and which takes in input information to the management server 4 and outputs information under the control of the processor.
The communication unit communicates with the information terminal 6 and an information source (not shown) under the control of the processor. This communication can be either wireless or wired.

The processing unit 10 includes a table generation function unit 20 that generates forms by, for example, arithmetic processing of a form management program. The table generation function unit 20 generates, for example, a task information table 24, an execution task selection table 26 for inputting selection information for selecting task information, and two or more task management tables 28 specified by the management function.
The storage unit 12 stores, for example, a task information database (DB) 22 that stores task information, a task information table 24 generated by the table generation function unit 20, an execution task selection table 26, and a task management table 28. FIG.

The information input unit 14 is an example of means for inputting selection information, other setting information, and authentication information such as an administrator's ID number to the management server 4, and includes operation means such as a keyboard and a touch panel.
The information presentation unit 16 is a means for displaying the task information table 24 and the execution task selection table 26 in the generation of forms, and the notification information such as the generated task management table 28. For example, the LCD (Liquid Crystal Display) and other information presentation devices.

<Information terminal 6>
The information terminal 6 performs data communication with the management server 4, receives and displays notification information such as the generated task management table 28, and displays the execution status of tasks such as regular maintenance work and inspection of plant equipment. and the results thereof are sent to the management server 4 . This periodic maintenance work and inspection work involve, for example, at least an administrator on the side of the plant owner who performs inspection processing and an administrator on the side of a cooperating company who executes periodic maintenance work. 1, 6-2, . . . 6-N are used. These information terminals 6-1, 6-2, .

<Network 8>
The network 8 is an example of means for performing data communication between the management server 4 and the administrator's information terminals 6-1, 6-2, . This network 8 may use, for example, a public line, or a private line that is accessible only within the plant.

<Regarding the table generation function unit 20>
FIG. 2 shows an example of the table generation function.
2, the table generation function unit 20 uses task information read from the task information DB 22 to generate a task information table 24 set for each management function T1, T2, T3, . . . Tn. At the same time, task management tables F1, F2, F3, . . .

The task information DB 22 stores task information representing a large number of work processes performed in regular maintenance work and inspection processing and their contents. Further, the task information DB 22 stores, for example, device information and management function information corresponding to the task information in association with each other. As a result, in the process of creating forms, the table generation function unit 20 can read, for example, input or set device information and task information related to management functions, and store the information in the task information table 24 .

<Task information table 24>
The task information table 24 is an example of a data table for automatically generating the task management table 28, which collects and stores task information to be executed on equipment that is subject to regular maintenance work or inspection processing. This task information table 24, for example, as shown in FIG. 3, is provided with a management function section 30, and is divided into management functions T1, T2, T3, T4, . and task information corresponding to each is stored. The set management functions include, for example, an inspection progress management function (T1), a process management function (T2), a daily report management function (T3), a construction quality management function (T4), and other management functions (Tn). is included.
The task information table 24 includes, for example, a number section 31, reflection sections 32, 34 and 36, task information sections 33, 35, 37 and 39, a classification section 38, an administrator setting section 40, and the like. The task information table 24 is configured such that, for example, task steps are arranged in the vertical direction and related task information is arranged in the horizontal direction in a matrix.

The number portion 31 indicates the order of steps and stores vertical coordinate information representing the storage position of the task information in the task information table 24 .
The reflecting units 32, 34, 36 set whether or not to interlock task information in a task management table (F1 to Fn) 28 generated for each management function T1, T2, T3, T4, . . . Tn. It is an example of information. That is, when the administrator inputs information to one of the generated task management tables (F1 to Fn) or a plurality of task management tables (F1 to Fn) 28, the reflection units 32, 34, and 36 store the same information as the input information. A condition is set as to whether or not information, part of the information, or information generated based on the input information is to be reflected in the other task management tables (F1 to Fn) . The input information includes, for example, construction and inspection dates, result information, progress information, and the like.

The task information sections 33, 35, 37, and 39 are areas in which work information of regular maintenance work and inspection is set, and task information read from the task information DB 22 is stored. Task information units 33, 35, 37, 39 store task information (B12, B13, C11, O11, P11, A21 to A26, B21, B22-1, B22-2, .・Pn1) and the like are stored. In this task information table 24, for example, task information set for the same step (numbered portion 31) has the same or highly related processing content set. Therefore, in the task information units 33, 35, 37 and 39, task information may not be stored partly between the management functions T1 to Tn in a predetermined process. In the management functions T2 to Tn, task information A21, A31, A41 and An1 are stored at number "1", for example. On the other hand, in the management function T1, the task information section 33 is blank because the related task is not performed or does not exist based on the management contents, and the result of other task information is not reflected. The part 32 is set to "x". Specifically, it is assumed that, for example, “inspection progress management” is set as the management function T1, and task information that does not include inspection is set in the steps numbered “1” to “7”. In this case, the “inspection progress management” is set so that task information unrelated to inspection processes and results is not read from the task information DB 22 . That is, task information is stored in the task information table 24 based on the management functions T1 to Tn and processes.
The classification section 38 is an example of an area in which classification information of task information is stored, and includes information indicating stages of regular maintenance work and inspection. This classification section 38 stores information representing the types of construction such as "incidental construction", "release", "cleaning", and "repair" in addition to large classifications such as "pre-construction" and "inspection". be. These classification information are associated with respective task information in the task information DB 22, for example.

Although the classification unit 38 is set within the range of the management function T4, it is not limited to this. The classification unit 38 may be provided in any range of each of the management functions T1 to Tn, or independent setting items may be set.

The administrator setting section 40 is an example of an area for setting administrators for construction, inspection, etc. of task information set for each of the management functions T1 to Tn. In this administrator setting unit 40, for example, which of company X, which is the plant owner, and company Y, which is a cooperating company, is in charge of management is set. For each manager, for example, a plurality of persons in charge x1, x2, x3, y1, and y2 can be set. In the manager setting section 40, "○" is set as instruction information indicating which manager and person in charge can manage each process set in the number section 31. FIG.

<Execution task selection table 26>
FIG. 4 shows a configuration example of the execution task selection table 26. As shown in FIG. The configuration shown in FIG. 4 is an example, and the technology of the present disclosure is not limited to such a configuration.
The execution task selection table 26 is an example of a table for setting selection information for selecting task information to be executed in the task information table 24 . In this execution task selection table 26, for example, as shown in FIG. 4, selection information can be set for each device such as a device to be subjected to periodic maintenance work or inspection, or plant equipment. consists of

The number portion 41 is an example of position information representing the selected positions of the task information portions 33, 35, 37, and 39 of the task information table 24, and information identical to or linked to the number portion 31 of the task information table 24 is stored. there is
The selection section 42 is an example of a selection input section that selects the task information sections 33 , 35 , 37 and 39 of the task information table 24 .

Then, the table generation function unit 20 extracts the task information of the task information table 24 based on the information of the number portion 41 that has been selectively input. Then, the table generation function unit 20 creates a plurality of task management tables (F1) 28-11, 28-12, . . . 28 corresponding to the management functions (T1, T2, T3, . -1N, task management table (F2) 28-21, 28-22, ... 28-2N, task management table (F3) 28-31, 28-32, ... 28-3N, ... task management Tables (Fn) 28-n1, 28-n2, . . . 28-nN are generated. The task management tables (F1 to Fn) to be generated are generated based on management functions set in advance based on, for example, plant management information, or information set by the administrator. The setting of this management function is set, for example, for each plant facility or each device to be inspected. In other words, management functions should be selected differently for equipment such as heat exchangers and pressure vessels that require strict periodic maintenance and inspections, and other equipment that can be easily managed. good too.

<Task management table F1>
FIG. 5 shows a configuration example of the task management table F1.
This task management table F1 is, for example, an inspection progress management table, and includes a plurality of data 28-11, 28-12, . . . 28-1N for each device or plant facility. The task management table F1 includes, for example, a classification section 50, a number section 51, an apparatus name section 52, a reflection section 53, a construction information section 54, a management information input section 55, a completion monitoring section 56, and an authority section 57. FIG.

The classification unit 50 is an example of an area in which classification information of task information is stored, and includes information indicating stages of regular maintenance work and inspection. Information of the classification section 38 of the task information table 24 is stored in the classification section 50 .
A management number is stored in the number portion 51 . In this task management table F1, for example, a plurality of pieces of information on devices with similar functions are registered.
The device name field 52 stores the device name of the device subject to inspection progress management. The device name field 52 stores, for example, the device name input to the execution task selection table 26 .
The reflection unit 53 stores setting instruction information as to whether or not input information is mutually linked with other task management tables F2, F3, and F4 generated for the same device name. In the reflecting unit 53, for example, by setting “◯” to F2 to F4, the determination result of inspection progress management, date information, etc. are linked with other task management tables F2 to F4.
The construction information section 54 is an area into which data such as text information and photographs can be input by the manager or the like using the information input section 14 of the management server 4 or the input functions of the information terminals 6 . The construction information section 54 may store, for example, specific work contents, inspection procedures, precautions, etc. in regular maintenance work, as well as transmission information unique to the equipment.

The management information input section 55 is an area in which information such as the progress of the set task information, whether the task has been completed, and the date of the task is stored. This management information input section 55 is blank for the portions where information from the other task management tables F2 to F4 is reflected for each task information, and check boxes or the like for the portions to be directly input. should be set.
The completion monitoring section 56 is an area into which a check result by the administrator is input as to whether or not all or a predetermined number of task information set in the task management table F1 have been completed.
The authority section 57 is set with authority information of a person in charge who can judge completion of a task and input processing of check results to the management information input section 55 and the completion monitoring section 56 . In the form management process, for example, in information input to the task management table F1, if the person in charge does not have the necessary authority, the input information may be invalidated or the information input prohibited.

<Task management table F2>
FIG. 6 shows a configuration example of the task management table F2.
This task management table F2 is, for example, a process chart for regular maintenance work and inspection processing, and includes a plurality of data 28-21, 28-22, . . . The task management table F2 includes, for example, a date section 60, an apparatus name section 61, a classification section 62, a task information section 63, and a process management section 64. FIG.

The date section 60 is set with calendar information for regular maintenance work and inspection, and includes, for example, a date and month entry frame.
The device name part 61 is an area for setting the name of the device to be monitored, and stores the device name input to the execution task selection table 26 .
The classification section 62 is an example of an area in which classification information of task information is stored, and includes information indicating stages of regular maintenance work and inspection. Information of the classification unit 38 set in the management function T4 of the task information table 24 may be reflected in the classification unit 62, for example.

The task information section 63 is an area for storing process information of regular maintenance work and inspection, and task information set in the task information section 35 of the task information table 24 is stored. In the task information section 63, for example, adjustment processing may be performed so as to vertically arrange task information that can be executed simultaneously based on the processing content while maintaining the set order.
The process control unit 64 displays the daily or half-day process in the calendar information for the processing schedule set for the task information arranged in the task information unit 63 . Although the process control unit 64 displays the task information within the frame representing the number of days, the display state is not limited to this. In the task management table F2, for example, the task information in the task information section 63 may be classified by color or pattern, and displayed in the same color or pattern within the frame of the process control section 64 corresponding to each piece of task information. good.

In addition, the task information section 63 and the process management section 64 of the task management table F2 are provided with an information input area 65 along with the process and calendar information. In the information input area 65, it is possible to enter the process start date, completion date, progress status, etc. as actual information of the work process.

The table generation function unit 20 extracts the task information of the task information table 24 based on the information of the number portion 41 selected and input, for example. Schedule information such as a work period, a start date, and a completion date is set according to the steps arranged in the read task information section 63 .

<Task management table F3>
FIG. 7 shows a configuration example of the task management table F3.
This task management table F3 is, for example, a daily report for notifying daily process information such as regular maintenance work and inspection processing, and storing the work results to manage the work status. -31, 28-32, . . . 28-3N. The task management table F3 includes a header section 70, a device name section 71, a task information section 72, and a management information section 73, for example.

The header section 70 is an area for storing headline information of the daily report, and includes, for example, information on the administrator or person in charge of inputting information to the daily report, date information, and description of information displayed in the daily report.
The device name part 71 is an area for setting the name of the device to be monitored, and stores the device name input to the execution task selection table 26 .
The task information section 72 is an area in which process information of regular maintenance work and inspection and task classification information are stored, and task information set in the task information section 37 of the task information table 24 is stored.
The management information section 73 is an area for storing the progress status of task information, and stores construction result and inspection result information, completion date, construction start permission information from the plant owner, etc. as schedule information by the manager or person in charge. be done. In the schedule information, for example, codes are assigned to "new" indicating the start of a process, "continuing" indicating that the process is in progress, and "completion" indicating the end of the process.

<Task management table F4>
FIG. 8 shows a configuration example of the task management table F4.
This task management table F4 is a construction quality management table that stores, for example, monitoring results of regular maintenance work and inspection processing, and includes a plurality of data 28-41, 28-42, . 4N is included. The task management table F4 includes, for example, a classification section 80, a task information section 81, a confirmation content section 82, an examination content section 83, a start information section 84, a monitoring result section 85, and an authority section 86. FIG.

The classification section 80 is an example of an area in which classification information of task information is stored, and includes information indicating stages of regular maintenance work and inspection. Information of the classification section 38 of the task information table 24 is stored in the classification section 80 .
The task information section 81 is an area in which process information of regular maintenance work and inspection is stored, and task information set in the task information section 39 of the task information table 24 is stored.
The confirmation content part 82 is an information transmission area in which maintenance work, process details and precautions in inspections can be entered. The confirmation content section 82 stores, for example, text information such as the content of instructions given by the manager to the person in charge of the work, past regular maintenance work, and items pointed out in inspections.

The inspection content part 83 stores instruction information that designates execution means in inspection processing. This instruction information includes, for example, "visual observation", which is an instruction to directly see the person in charge or to confirm an image taken by the camera of the information terminal 6, and "documents" to be confirmed in a report or the like. The information in the inspection content section 83 includes, for example, instruction information to the information terminal 6 that has read the task management table F4. good too.
The start information part 84 is an area for storing the start date of regular maintenance work and inspection, and in addition to storing the date information of the check, the company name of the person in charge or the manager may be recorded.
The monitoring result part 85 is an area for storing check results of regular maintenance work and inspections. The monitoring result part 85 includes, for example, a part that is directly input by the administrator and a part that reflects information input to another task management table.
The authority section 86 is set with authority information of a person in charge who can judge completion of a task and input processing of check results to the monitoring result section 85 . In the form management process, for example, in information input to the task management table F4, if the person in charge does not have the necessary authority, the input information may be invalidated or the information input prohibited.

<Regarding form management processing>
FIG. 9 shows a processing example of form management. The processing shown in FIG. 9 is an example of the form management method and program of the present disclosure, and the technology of the present disclosure is not limited to such processing contents and processing procedures.
For example, as shown in FIG. 9, this form management processing includes task information reading processing (S1), task information table generation processing (S2), execution task selection table reading processing (S3), and device information input processing. (S4), execution task selection input processing (S5), task management table generation processing (S6), task information storage processing for the task management table (S7), task management table notification and display processing (S8). be

The management server 4 executes the form management program and starts up the table generation function unit 20 in response to the setting information or an input instruction from the administrator. When the table generation function unit 20 accesses the task information DB 22, for example, it reads the name of the equipment to be monitored, its type information, and task information for regular maintenance work and inspection associated with plant information (S1). , the task information table 24 is generated using the task information, the device information, and setting conditions such as the types and numbers of the management functions T1 to Tn (S2).

For example, when the table generation function unit 20 reads out the execution task selection table 26 that has not been input stored in the storage unit 12 (S3), it inputs device information such as the name of the device to be monitored (S4). When the administrator or the like inputs the selection information of the execution task to the execution task selection table 26 (S5), the table generation function unit 20 creates a task management table (for each set management function (T1 to Tn)). F1 to Fn) are generated (S6). The settings of the management functions (T1 to Tn) are selected according to, for example, setting information input by an administrator, the type of plant equipment, and the like. In other words, the management functions (T1 to Tn) include, as described above, all of inspection progress management, process management, daily reports, and construction quality management. management function may be set.

The table generation function unit 20 stores the task information read from the task information table 24 based on the selection information of the execution task selection table 26 for each of the set management functions (T1 to Tn) into the task management tables (F1 to Fn). It is stored (S7), and notified or displayed on the information terminal 6 of the manager or person in charge (S8).

Note that the task information table 24 is not limited to the case where it is newly generated for each regular maintenance work or inspection. or data generated by other plant equipment may be read and used.

<Regarding information sharing among task management tables F1 to F4>
FIG. 10 shows the linkage state between task management tables. The relationships and linked states shown in FIG. 10 are examples.
In this form management system 2, for example, in the task management tables F1 to F4 generated using the common task information table 24, instruction information for linking input information is set for each stored task information. there is Such instruction information includes the reflecting units 32, 34, 36, etc. stored in the task information table 24. FIG. In the task management tables F1 to F4, administrators to be used are set, for example, based on the management functions T1 to T4, and information such as inspection results is input by the set administrators. Specifically, the task management table F1 used for the inspection progress management function is used by the plant owner, and the task management table F2 used for process management and the task management table F3 used for the daily report are used by the managers of cooperating companies. The task management table F4 used for construction quality control is used by the plant owner and subcontractors.

With such user settings, the task management table F1 functions, for example, as shown in FIG. Information is shared with cooperating companies by reflecting it in the task management table F3 that functions as a construction quality management table and the task management table F4 that functions as a construction quality management table. In addition, the task management table F4 reflects, for example, "construction information", which is information input by the manager of the cooperating company, to the task management tables F1, F2, and F3, thereby providing the plant owner with information on the progress of the construction work. The quality monitoring results are shared. In addition, when the task management table F2 receives date and time information including the progress of the process, it is reflected in the task management table F3. Since the task management table F3 is a daily report presenting, for example, process schedules and construction or inspection results, it only reflects the information input to the other task management tables F1, F2, and F4.

<Example of information sharing process>
FIG. 11 shows an example of form management processing regarding information sharing. The processing contents and processing procedure shown in FIG. 11 are examples. Also, this form management process is an example of the form management method of the present disclosure and its program.

For example, as shown in FIG. 11, this form management processing includes authentication processing (S11), device information acquisition processing (S12), task management table reading processing (S13), information input determination processing (S14), reflection It includes a setting determination process (S15), an input process to another task management table (S16), and a task management table notification and display process (S17).

The management server 4 authenticates the information terminal 6 that accesses the form management system 2 (S11), and obtains information as to whether the administrator is the plant owner or the cooperating company, name information of the person in charge, and set authority information. When the management server 4 acquires the information of the device to be monitored (S12) and reads out the task management tables (F1 to Fn) generated for this device (S13), it determines whether information has been input to the task management tables F1 to Fn. It is determined whether or not (S14). When the management server 4 identifies the task management tables F1 to Fn in which information such as inspection results and construction completion notifications have been input (YES in S14), the management server 4 determines whether the task information corresponding to the input information is set to be reflected. (S15). When the management server 4 determines that the task information has been set to be reflected (YES in S15), based on the setting conditions of the reflection destination, the same or processed information as the input information is input to another task management table. (S16), and notification and display processing are performed on the information terminal 6 in which the task management table is set (S17). When the management server 4 determines that the task information is not set to be reflected (No in S15), only the task management table in which the information has been input is notified and displayed on the information terminal 6 of the administrator. I do.

[Effect of the first embodiment]
According to such a configuration, the following effects are obtained.

(1) Generate a task information table 24 storing two or more pieces of task information, generate two or more task management tables 28 (F1 to Fn) specified by management functions (T1 to Tn), and store task information. When stored in a task information table, this task information can be automatically classified into two or more task management tables specified by the management function, and two or more task management tables in which task information is stored can be automatically generated. .
(2) A task in which the task information table 24 is automatically generated using the device information and the task information associated with the management functions (T1 to Tn), and the task information is selected for each management function by a selection operation by the administrator. Since the management tables 28 (F1 to Fn) are automatically generated, the load of creating the forms can be reduced.

(3) Task information necessary for each management function is stored, and by using the information to automatically generate the task management table 28 (F1 to Fn), it is possible to prevent problems such as lack of construction processes and inspection details. Human error can be prevented, and the reliability of regular maintenance work and inspections is improved.

(4) Since the administrator can set necessary task information in the execution task selection table 26 simply by performing selection operations, adjustment processing such as increase or decrease of task information can be easily performed when the task management table 28 (F1 to Fn) is generated. , and can be done quickly.
(5) Two or more pieces of task information are converted into two or more task management tables, and at the time of selection of task information, editing including selection of the task management table and change of task information is performed, and the edited contents are transferred to the task management table 28 (F1 ~Fn).

[Second embodiment]
FIG. 12 shows a configuration example of a form management system according to the second embodiment. The configuration shown in FIG. 12 is an example, and the technology of the present disclosure is not limited to such a configuration.
For example, as shown in FIG. 12, the form management system 2 includes an administrator database (DB) 90 in the storage unit 12 and an authentication processing unit 92 in the processing unit 10. Accordingly, the task information DB 22 and the task information table 24 are provided with adjustment functions such as addition, deletion, and change of task information. The task information adjustment process also includes changing the setting information of the reflection units 32, 34, and 36 in the task information table 24 and setting information such as task classification information.

The administrator DB 90 is an example of a database in which at least information specifying administrators and persons in charge who access the management server 4 directly or by using the information terminal 6 and authority information are registered. In this manager DB 90, for example, the company name of the manager, the name of the person in charge, the department to which he/she belongs, and rank information are registered, and the authority information given to each manager or person in charge is registered. This authority information is information stored, for example, in the authority sections 57 and 86 of the task management tables F1 and F4, and limits the range of access to executable tasks and data in the management server 4. FIG. In the form management system 2, for example, authority to adjust task information is given to a person in charge of rank or responsibility, such as a work supervisor, the head of a department, or a higher rank. The task information is information directly related to regular maintenance work, inspection processes, inspection items, and the like. Therefore, in the form management system 2, task information adjustment authority is granted only to a limited number of persons in charge who are authorized to have a high degree of responsibility.

The authentication processing unit 92 is an example of a functional unit that identifies a person who accesses the task information adjustment function and determines whether or not he/she has the authority to access the task information adjustment function. In the authentication process, ID (IDentification) information including names, company names, fingerprint information, etc., for example, is taken in, and two-dimensional code information, one-time passwords, etc. given only to authorized persons may be read.

<Form management processing>
FIG. 13 shows an example of form management processing according to the second embodiment. The processing contents and processing procedure shown in FIG. 13 are examples. Also, this form management process is an example of the form management method of the present disclosure and its program.
In this form management process, for example, as shown in FIG. 13, administrator authentication process (S31), task information table correction or task information DB input mode setting process (S32), authority confirmation process (S33) , task information input processing (S34), reflection information setting processing (S35), update processing (S36), and warning information presentation processing (S37).

The management server 4 collects information necessary for authentication, including names, from the administrator and the person in charge who access using the information input unit 14 and the information terminal 6, and uses this information to verify the identity and register. An authentication process including the presence or absence of the authorized authority information is performed (S31). For example, when an administrator who has passed authentication corrects the task information table 24 and sets the task information input mode to the task information DB 22 (S32), the management server 4 refers to the administrator's authentication result, The authority for task information adjustment is confirmed (S33). When the management server 4 is authorized to the administrator (YES in S33), the task information linked to the device information to be monitored is input (S34), and the task management table 28 (F1 to Fn) The reflection information between them is set (S35), and the update information of the task information table 24 and the task information DB 22 is stored (S36).

If the administrator is not authorized, or if the administrator is not authorized to adjust the task information (NO in S33), the management server 4 displays the screen of the information presentation unit 16 or the information terminal 6 used by the person who accessed it. (S37).

<Effects of Second Embodiment>
According to such a configuration, one of the following effects can be obtained.

(1) An effect similar to that of the first embodiment can be obtained.
(2) It becomes possible to adjust the task information for the task information DB 22 and the task information table 24, so that conditions peculiar to plant equipment and inspections for each plant owner can be handled.
(3) By setting the administrator's authority to adjust task information at a high level and managing the adjustment process precisely, it is possible to improve the reliability and safety of regular maintenance work and inspections.

[Other embodiments]
Other modifications of the embodiment described above will be listed below.

(1) In the above embodiment, the execution task selection table 26 and the task information table 24 are configured independently, but the present invention is not limited to this. The execution task selection table 26 may be formed integrally with the task information table 24, for example. When formed integrally with the task information table 24 in this manner, the execution task selection table 26 may omit, for example, the number portion 41 .
Further, the execution task selection table 26 may display a task information selection section 42 at a position adjacent to each management function (T1 to Tn) of the task information table 24, for example.

(2) In the above embodiment, the execution task selection table 26 and the task management table 28 are generated for each device name, but the present invention is not limited to this. The execution task selection table 26 and the task management table 28 may be generated, for example, for each facility including a plurality of plant facilities or a plurality of plant facilities. In this document management system 2, for example, even if the equipment in the plant facility is the same or highly related, or even if the equipment is of a different type, the task of the same content is performed for the equipment including the same or similar task information in regular maintenance work and inspection. A plurality of task management tables 28 containing information may be generated.

(3) In the above embodiment, in the form management process, the case where selection information is input to the execution task selection table 26 for each device has been shown, but the present invention is not limited to this. The management server 4 stores, for example, the equipment information together with the selection information of the past execution task selection table 26 and other selection information set in the same or highly related equipment in the storage unit 12, and performs the next maintenance. The stored selection information may be read at the timing of construction and inspection, and task information may be read from the task information table 24 and the task management table 28 may be generated.

(4) The table generation function unit 20 reads, for example, the past execution task selection table 26 stored in the storage unit 12 or the execution task selection information acquired from the outside, and generates the execution task selection table 26 based on the administrator's selection. selection information and comparison processing may be performed. That is, the table generation function unit 20 compares, for example, task information set in the past or in other plants for the same equipment or highly related equipment, and the selection information in the newly generated execution task selection table 26 is If the information is insufficient or if a lot of selection information is set, warning processing including the display of the comparison result screen is performed. As a result, in the form management process, it is possible to prevent wasteful construction work and inspections from being performed due to the lack of task information necessary for regular maintenance work and inspections or the setting of excessive task information.

As described above, the most preferred embodiments and the like of the technology of the present disclosure have been described. The technology of the present disclosure is not limited to the above description. Various modifications and changes can be made by those skilled in the art based on the gist described in the claims or disclosed in the detailed description. It goes without saying that such modifications and changes are included in the technical scope of the present disclosure.

According to the configuration of the present disclosure, when generating forms used for regular maintenance work and inspection processing, equipment information is input, and selection information input to a task information table storing task information and an execution task selection table. can be used to automatically generate a task management table containing multiple pieces of task information for each management function.

2 form management system 4 management server 6, 6-1, 6-2, ... 6-N information terminal 8 network 10 processing unit 12 storage unit 14 information input unit 16 information presentation unit 20 table generation function unit 22 task information DB
24 task information table 26 execution task selection table 28, 28-11, 28-12, ... 28-1N, 28-21, 28-22, ...
28-2N, 28-31, 28-32, . . . 28-3N, 28-41, 28-42, .
30 management function unit 31, 41, 51 number unit 32, 34, 36, 53 reflection unit 33, 35, 37, 39 task information unit 38, 50, 62, 80 classification unit 40 administrator setting unit 42 selection unit 52, 61 , 71 device name section 54 construction information section 55 management information input section 56 completion monitoring section 57, 86 authority section 60 date section 63 task information section 64 process control section 65 information input area 70 header section 72, 81 task information section 73 management information Section 82 Confirmation content section 83 Inspection content section 84 Start information section 85 Monitoring result section 90 Administrator DB
92 authentication processing unit

Regarding the progress management of construction work, we have a construction plan support system, an inspection schedule database that accumulates data related to inspection schedules, and an inspection schedule actual database that accumulates inspection progress data that integrates inspection schedules and actual results. Combined with a progress confirmation system that transmits construction progress data converted to physical quantity of construction progress to the construction plan support system, integrates the construction progress data with the process by section, and charts the progress chart with a lightning bolt display that shows the construction progress. is known (for example, Patent Document 3).

Regular maintenance work includes multiple processes such as progress of construction, reporting, permission for inspection, and confirmation. For example, when regular maintenance work for one piece of equipment is completed, inspection permission is obtained from the ordering party who received the completion report. I can't. This is excellent management from a safety point of view, but there are also issues such as entrusting the progress of construction to the person in charge of inspection by the ordering party. Information sharing between the ordering party and the contractor is essential, but if this is insufficient, there is a problem of inducing time loss between processes in basic points such as searching for the location of inspection equipment. .

The task information DB 22 stores task information representing a large number of work processes performed in regular maintenance work and inspection processing and their contents. Further, the task information DB 22 stores, for example, device information and management function information corresponding to the task information in association with each other. As a result, in the process of creating forms, the table generation function unit 20 can read task information related to, for example, input or set device information and management function information , and store the information in the task information table 24. .

The task information sections 33, 35, 37, and 39 are areas in which work information of regular maintenance work and inspection is set, and task information read from the task information DB 22 is stored. Task information units 33, 35, 37, 39 store task information (B12, B13, C11, O11, P11, A21 to A26, B21, B22-1, B22-2, .・Pn1) and the like are stored. In this task information table 24, for example, task information set for the same step (numbered portion 31) has the same or highly related processing content. Therefore, in the task information units 33, 35, 37 and 39, task information may not be stored partly between the management functions T1 to Tn in a predetermined process. In the management functions T2 to Tn, task information A21, A31, A41 and An1 are stored at number "1", for example. On the other hand, in the management function T1, the task information section 33 is blank because the related task is not performed or does not exist based on the management contents, and the result of other task information is not reflected. The part 32 is set to "x". Specifically, it is assumed that, for example, “inspection progress management” is set as the management function T1, and task information that does not include inspection is set in the steps numbered “1” to “7”. In this case, the “inspection progress management” is set so that task information unrelated to inspection processes and results is not read from the task information DB 22 . That is, task information is stored in the task information table 24 based on the management functions T1 to Tn and processes.
The classification section 38 is an example of an area in which classification information of task information is stored, and includes information indicating stages of regular maintenance work and inspection. This classification section 38 stores information representing the types of construction such as "incidental construction", " overhaul inspection ", "cleaning", and "repair", in addition to large classifications such as "pre-construction" and "inspection". be done. These classification information are associated with respective task information in the task information DB 22, for example.

The classification unit 50 is an example of an area in which classification information of task information is stored, and includes information indicating stages of regular maintenance work and inspection. Information of the classification section 38 of the task information table 24 is stored in the classification section 50 .
A management number is stored in the number portion 51 . In this task management table F1, for example, a plurality of pieces of information on devices with similar functions are registered.
The device name field 52 stores the device name of the device subject to inspection progress management. The device name field 52 stores, for example, the device name input to the execution task selection table 26 .
The reflection unit 53 stores setting instruction information as to whether or not input information is mutually linked with other task management tables F2, F3, and F4 generated for the same device name. In the reflecting unit 53, for example, by setting “◯” to F2 to F4, the determination result of inspection progress management, date information, etc. are linked with other task management tables F2 to F4.
The construction information section 54 is an area into which data such as text information and photographs can be input by the manager or the like using the information input section 14 of the management server 4 or the input functions of the information terminals 6 . The construction information section 54 may store, for example, specific work contents, inspection procedures, precautions, etc. in regular maintenance work, as well as transmission information unique to the equipment.

Claims (12)

A form management method using a computer,
generating a task information table storing two or more pieces of task information, and storing the task information in the task information table;
generating two or more task management tables identified by the management function;
generating an execution task selection table for inputting selection information for selecting task information to be executed from the task information;
a step of selecting one or more of the task management tables based on the selection information acquired from the execution task selection table, and storing the task information selected by the selection information in the task management table;
Form management method including. 2. The form according to claim 1, further comprising a step of presenting one or more of said task information table, said task management table, said execution task selection table, or transition information on said task management table on an information terminal. Management method. Further, based on input of information to a specific task management table, the task management table includes a step of selecting one or more of the other task management tables to reflect the input information. Described form management method. 4. The method according to any one of claims 1 to 3, further comprising acquiring input information from one or more of the plurality of task management tables and presenting all of the input information to a specific task management table. The form management method according to claim 1. a storage unit that stores information;
Generates a task information table storing two or more pieces of task information, two or more task management tables specified by the management function, and an execution task selection table for inputting selection information for selecting task information to be executed from the task information a processing unit that selects one or more of the task management tables based on the selection information acquired from the execution task selection table, and stores the task information specified by the selection information in the storage unit; ,
an information terminal including an information presentation unit that presents one or more of the task information table, the task management table, the execution task selection table, or transition information on the task management table;
Form management system, including A program for a computer to execute,
a function of generating a task information table storing two or more pieces of task information and storing the task information in the task information table;
a function to generate two or more task management tables specified by the management function;
a function of generating an execution task selection table for inputting selection information for selecting task information to be executed from the task information;
a function of selecting one or more of the task management tables based on the selection information acquired from the execution task selection table and storing the task information specified by the selection information;
A program for causing the computer to execute. Further, a claim for causing the computer to execute a function of presenting one or more of the task information table, the task management table, the execution task selection table, or transition information on the task management table to an information terminal. 6. The program according to 6. Further, according to claim 6 or claim 6, for causing the computer to execute a function of selecting one or more of the other task management tables and reflecting the input information based on information input to the specific task management table. 8. A program according to claim 7. Further, for causing the computer to execute a function of acquiring input information from one or more of the plurality of task management tables and presenting all of the input information to a specific task management table. 9. A program as claimed in any one of claims 8 to 10. a storage unit that stores information;
Generates a task information table storing two or more pieces of task information, two or more task management tables specified by the management function, and an execution task selection table for inputting selection information for selecting task information to be executed from the task information a processing unit that selects one or more of the task management tables based on the selection information acquired from the execution task selection table, and stores the task information specified by the selection information in the storage unit; ,
an information presentation unit that presents one or more of the task information table, the task management table, the execution task selection table, or transition information on the task management table;
is installed in the housing. A database used for form management,
a task information table storing two or more pieces of task information;
two or more task management tables identified in the management function;
an execution task selection table in which selection information for selecting task information to be executed from the task information is input;
wherein the task information specified by the selection information is stored in one or more of the task management tables selected based on the selection information. The task information table and the task management table included in the form management method according to any one of claims 1 to 4, and the task information table and the task information table included in the form management system according to claim 5. A recording medium storing a task management table and one or more of the programs according to claims 6 to 9.

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