JP2023117199A - Check list management system and program - Google Patents

Abstract

To reduce the time and effort of a reporter and a manager of a check list.SOLUTION: A check list management system comprises: a terminal device including a terminal check list presentation part which presents a check list on a terminal display part of the terminal device when preset presentation timing comes, an information input operation reception part which receives an information input operation to each check item of the presented check list, and a presentation operation reception part which receives a presentation operation of presenting the check list with information input to a prescribed management device; and the management device including a presentation timing determination part which determines whether or not the check list is presented within a prescribed time from the terminal device and a determination result presentation part which presents the determination result by the presentation timing determination part on a management device display part by making presentation modes different from each other depending on whether or not the check list is presented within the prescribed time.SELECTED DRAWING: Figure 2

Description

Application for application of Article 30, Paragraph 2 of the Patent Act (1) Date of issue (publication date) February 19, 2021 Publication name Announcement information leaflet “[Kaminashi] Notice of addition of new functions” Publisher Kaminashi Co., Ltd. < Materials> Announcement information leaflet “[Kaminashi] Notice of new function addition” (2) Release date February 24, 2021 Release URL https://kaminashi. jp/kaminashi/function/ Publisher Kaminashi Co., Ltd. <Reference> Kaminashi Co., Ltd. website “Kaminashi” product description page / function introduction

The present invention relates to a checklist management system and program.

Conventionally, in order to improve the quality of products and the quality of services, there has been a site management method using a checklist in which inspection items are described at a site such as a store or a factory. Various computer systems have been proposed to support these on-site management (see Patent Document 1, for example).

JP-A-2002-92091

However, according to the technique described in Patent Document 1, there is a problem that it takes time and effort for the manager when setting the check items of the checklist, and it takes time and effort for the reporter when entering answers in the created checklist. Ta.

Accordingly, the present invention provides a checklist management system and a program that can reduce the work of a checklist manager and a reporter.

One embodiment of the present invention is a list to be presented at a preset timing and to be submitted within a predetermined time after being presented, and is created by combining a plurality of check items included in a pre-created template. a checklist presentation unit that presents a checklist, which is a list to be displayed, on a screen of a terminal device when a preset presentation timing arrives; and receives information input operation for each check item of the presented checklist. a terminal device comprising: an information input operation reception unit; and a submission operation reception unit that receives a submission operation of submitting the checklist with input information to a predetermined management device; and the checklist is received from the terminal device within the predetermined time. a submission timing determination unit that determines whether or not the document has been submitted within the predetermined period of time; A checklist management system comprising: a presentation unit; and a management device.

One embodiment of the present invention is a list to be presented to a computer provided in a management device at a preset timing and to be submitted within a predetermined time after being presented, and includes a plurality of items included in a pre-created template. obtaining a checklist submitted from a terminal device as a list created by combining check items; determining whether or not the checklist has been submitted from the terminal device within the predetermined time; and presenting the checklists on a screen in different presentation modes depending on whether or not the checklists have been submitted within the predetermined time.

According to the present invention, it is possible to simplify the work procedure when digitizing the checklist, so that, for example, compared to the case of using a paper checklist or a conventional checklist system, the trouble of the reporter and the manager is reduced. can be reduced.

It is a figure which shows an example of the apparatus configuration of the checklist management system of this embodiment. It is a figure showing an example of functional composition of a checklist management system of this embodiment. It is a figure which shows an example of the checklist of this embodiment. It is a figure which shows an example of the screen which creates a checklist using a template. It is a figure which shows an example of the setting screen of the conditional branch in a template. FIG. 10 is a diagram showing an example of a setting screen based on an entry-type template; FIG. 11 is a diagram showing an example of an edit screen for a display comment when departing. It is a figure which shows an example of the setting of the presentation timing of a checklist. It is a figure which shows an example of the flow of operation|movement of checklist presentation of a checklist management system, and submission. It is a figure which shows an example of the report screen displayed on the terminal display part. It is a figure which shows an example of a pop-up image. It is a figure which shows an example of the additionally presented check item. It is a figure which shows an example of the site image displayed on the terminal display part. It is a figure which shows an example of a submission button image. It is a figure which shows an example of the presentation mode after predetermined time progress. It is a figure which shows an example of a checklist management table. It is a figure which shows an example of the presentation mode of a determination result. It is an example of an approval screen when a collective approval function is provided.

[Overview of checklist management system]
FIG. 1 is a diagram showing an example of the device configuration of a checklist management system 1 of this embodiment. The checklist management system 1 is configured by connecting a terminal device 10 and a management device 20 via a network N. FIG. Both the terminal device 10 and the management device 20 are computer devices such as smartphones, tablets, and personal computers.

The checklist management system 1 is operated by a reporter using the terminal device 10 and an administrator using the management device 20 . The terminal device 10 is placed at a so-called site such as a store or factory, and is used by a reporter to report the situation at the site. The management device 20 is placed in the management department of a store or factory, and is used by the manager to confirm the content of the report made by the reporter. The checklist management system 1 digitizes the on-site situation report work that has been conventionally done on paper, thereby reducing the time and effort required for reporting work and management work.

An administrator sets up a checklist 30 . The setting of the checklist 30 includes the setting of the check item 31 and the setting of the presentation timing T1 of the checklist 30 . That is, the administrator sets check items 31 and presentation timing T1 for the checklist 30 .
Note that the administrator can set a plurality of types of checklists 30, for example, checklists 30 for check work at the start of work, check work at the end of work, regular cleaning work, and inventory work. When multiple types of checklists 30 are set, the administrator sets check items 31 and presentation timing T1 for each checklist 30 . In this embodiment, an example will be described in which a checklist 30 for check work at the start of work (start-up check) is set.

The checklist management system 1 presents the checklist 30 set by the administrator to the terminal device 10 when the presentation timing T1 set by the administrator arrives.
When the checklist 30 is presented to the terminal device 10 , the reporter performs an information input work of answers to the presented check items 31 . The reporter submits the checklist 30 to the administrator by transmitting the information-inputted checklist 30 from the terminal device 10 to the management device 20 . The checklist management system 1 presents the checklist 30 submitted by the reporter (that is, the checklist 30 with information input) to the management device 20 . By confirming the response status and response content of the checklist 30 presented to the management device 20, the manager grasps the site situation and performs management work.

In the following description, setting the check items 31 of the checklist 30 and the presentation timing T1 of the checklist 30 by the administrator is also referred to as "creating the checklist 30". In addition, inputting information into the presented checklist 30 by the reporter is also referred to as "inputting the checklist 30", and submitting the checklist 30 with information input to the administrator is referred to as "checklist 30 It is also said to submit the

Note that part of the functions of the terminal device 10 and the management device 20 may be configured by a cloud server (not shown).
The checklist management system 1 may be configured such that a plurality of terminal devices 10 are connected to the management device 20 . For example, if an organization into which the checklist management system 1 is introduced has multiple sites, the terminal device 10 is arranged for each site. In the following description, the terminal devices 10-1, 10-2, . In addition, these plural terminal devices 10 may be collectively referred to as the terminal device 10 in some cases.
Next, functional configurations of the terminal device 10 and the management device 20 will be described with reference to FIG.

[Functional configuration of checklist management system]
FIG. 2 is a diagram showing an example of the functional configuration of the checklist management system 1 of this embodiment.
The terminal device 10 includes a terminal display section 110 , an imaging section 120 , a terminal operation section 130 , a terminal communication section 140 and a terminal control section 150 .

The terminal display unit 110 has, for example, a liquid crystal display, and displays characters and images under the control of the terminal control unit 150 .
The image capturing unit 120 includes, for example, a camera device, and captures still images and moving images based on the operation of the reporter. The imaging unit 120 outputs the captured still image or moving image to the terminal control unit 150 .

The terminal operation unit 130 has, for example, a touch panel, and detects operations by the reporter. Operations by the reporter include an information input operation OP1, a submission operation OP2, an imaging operation OP5, and a storage operation OP6.

The information input operation OP1 is an operation in which the reporter inputs an answer to the check item 31 of the checklist 30 . If the checklist 30 includes a plurality of check items 31 , the information input operation OP<b>1 is performed for each check item 31 .
The submission operation OP2 is an operation of transmitting the checklist 30 with the answers input from the terminal device 10 to the management device 20 . That is, the submission operation OP2 is an operation in which the reporter submits the checklist 30 to the manager.

The imaging operation OP5 is an operation in which the reporter takes an image (also referred to as imaging; the same applies in the following description) of the situation within the angle of view of the camera with the camera provided in the imaging unit 120 . The image capturing operation OP5 includes a moving image capturing operation for capturing a moving image and a still image capturing operation for capturing a still image. Checklist 30 includes an image item 311 . The image item 311 is an item among the check items 31 in which the photo data DP is stored as an answer. The photo data DP referred to in this embodiment includes moving images and still images. Note that in the present embodiment, the photo data DP is an image captured at the site to be checked. In other words, the image item 311 can be said to be an item that stores the photo data DP taken at the site to be checked.

The storage operation OP6 is an operation for storing the captured moving image or still image in the image item 311 of the checklist 30 . That is, the storage operation OP6 is an operation of pasting the photo data DP to a predetermined position of the image item 311. FIG. Here, the photo data DP captured by the imaging unit 120 may be stored in the image item 311 when the image is captured, or temporarily stored in the image storage unit 160 of the terminal device 10 . When the photo data DP is once stored in the image storage unit 160, the storage operation OP6 includes an operation by the reporter to select the photo data DP stored in the image storage unit 160, and an operation to store the selected photo data DP. and an operation of pasting by the reporter to the image item 311 .
Terminal operation unit 130 outputs the detected operation to terminal control unit 150 .

The terminal communication unit 140 has, for example, a wireless or wired communication function, and performs information communication with another device (for example, the management device 20) under the control of the terminal control unit 150. FIG.
In addition, when the terminal communication unit 140 performs information communication with the management device 20, it is performed via the network N. It is described that the device 10 and the management device 20 communicate with each other.
The terminal control unit 150 includes, for example, a microcomputer, and operates based on a program (also referred to as software) installed in the terminal device 10 .
The image storage unit 160 stores image information of still images or moving images captured by the imaging unit 120 .

The management device 20 includes a management device display section 210 , a management device operation section 220 , a management device communication section 230 and a management device control section 240 .

The management device display unit 210 has, for example, a liquid crystal display, and displays characters and images under the control of the management device control unit 240 .
The management device operation unit 220 includes, for example, a keyboard, mouse, or touch panel, and detects operations by the administrator. Operations by the administrator include a collective selection operation OP3, an approval operation OP4, a checklist creation operation OP7, and a presentation timing setting operation OP8.

The collective selection operation OP3 is an operation for the administrator to collectively (that is, collectively) select a plurality of checklists 30 when the checklists 30 are submitted from each of the plurality of terminal devices 10 .
The approval operation OP4 is an operation of approving the checklist 30 that the administrator has determined to approve among the checklists 30 submitted from the terminal device 10 .
The checklist creation operation OP7 is an operation for the administrator to create the checklist 30 using the template 40. FIG. The creation operation of the checklist 30 includes setting of check contents for each check item 31, setting of determination conditions for answers to the check items 31, setting of the order of the check items 31, and the like.
The presentation timing setting operation OP8 is an operation for the administrator to set the timing of presenting the checklist 30 to the terminal device 10 (that is, the presentation timing T1). The presentation timing T1 includes the date and time when the checklist 30 is presented, the day of the week, and the like.
Management device operation unit 220 outputs the detected operation to management device control unit 240 .

The management device communication unit 230 has, for example, a wireless or wired communication function, and performs information communication with another device (eg, the terminal device 10) under the control of the management device control unit 240. .
The management device control unit 240 includes, for example, a microcomputer, and operates based on a program (also referred to as software) installed in the management device 20 .

When the presentation timing T1 arrives, the management device 20 causes the terminal display unit 110 of the terminal device 10 to display the checklist 30 and prompts the reporter to answer.
When the reporter operates the terminal device 10 to input an answer to the checklist 30 and performs a submission operation, the checklist 30 with the completed answer is transmitted from the terminal device 10 to the management device 20 .
The management device 20 presents the checklist 30 transmitted from the terminal device 10 to the manager.
The checklist 30 and its presentation timing T1 will be described with reference to FIGS. 3 to 8. FIG.

[Construction of checklist]
FIG. 3 is a diagram showing an example of the checklist 30 of this embodiment. This checklist 30 consists of a plurality of check items 31 . Each check item 31 includes columns for check item ID, item display name, answer pattern, required answer, conformity criterion, comment displayed when deviation from criterion, and conditional branching.
In the following description, the case where the checklist 30 is used for the start-up check work in a restaurant will be described as an example.

(1) Creation of checklist The checklist 30 is created by combining a plurality of check items 31 included in the template 40 . In the template 40, a typical format of the check items 31 is patterned and prepared in advance. In other words, the template 40 is an answer pattern created in advance.

As an example, the template 40 includes a choice-type answer pattern and an entry-type answer pattern.
Multiple-choice is a format in which the reporter selects an answer from options. In addition, in the selection type, the format of the options may be, for example, two options of "yes/no", three options of "yes/no/none", or four or more options. In addition, the representation of selection-type options can be freely changed by the administrator. For example, the three options may be changed from "Yes/No/None" to "Complete/Contacted/Problem".
The fill-in type is a format in which the reporter inputs numerical values and character strings representing, for example, temperature, number of times, state, and the like.
The template 40 simplifies the work of creating the checklist 30 when the administrator of the checklist management system 1 creates the checklist 30 .

FIG. 4 is a diagram showing an example of a screen for creating the checklist 30 using the template 40. As shown in FIG. The template 40 has an item display name input field CL1, an answer pattern selection field CL2, a mandatory answer selection field CL3, and a conditional branching selection field CL4.
The item display name input field CL<b>1 is a field for inputting the item name of the check item 31 displayed on the terminal device 10 . The answer pattern selection column CL2 is a column for setting whether the check item 31 is a selection type or an entry type. The mandatory answer selection field CL3 is a field for setting whether the check item 31 is a mandatory reply item or an optional reply item. The conditional branch selection column CL4 is a column for setting whether or not to present an additional check item 31 whose condition is the answer result to the check item 31. FIG.

FIG. 5 is a diagram showing an example of a setting screen for conditional branching in the template 40. As shown in FIG. When the administrator selects the conditional branch selection column CL4 on the checklist 30 creation screen shown in FIG. 4, the checklist management system 1 presents a conditional branch setting screen. An example of the figure shows a setting screen for conditional branching in a selection-type answer pattern.
The conditional branch setting screen includes a normal violation selection button B1 and a branch rule setting button B2.
The normal violation selection button B1 branches when the option answered for a certain check item 31 satisfies the conditions for normality set by the administrator (that is, when the answer is normal) or This is a button image for selecting whether to branch when the normal condition is not satisfied (that is, in the case of violation). In this example, the choices for normal are "yes" and the choices for violation are "no" and "neither". In the example shown in the figure, if the options are "no" and "neither" (that is, in the case of violation), it is selected to branch.
The branch rule setting button B2 sorts the branch destination check item 31 for each option when there are a plurality of options (in this example, options for violation) that satisfy the branch condition selected by the normal violation selection button B1. , is a button image for setting whether to branch to the same check item 31 for any of the options. In this example, there are two options for violations: "no" and "neither". The branch rule setting button B2 is a setting for sorting the check item 31 of the branch destination in the case of "No" and the check item 31 of the branch destination in the case of "neither", which is "Branch with each selected item". ” and “Branch to one question collectively”, which is a setting for branching to one check item 31 regardless of whether “no” or “neither”, is presented.

FIG. 6 is a diagram showing an example of a setting screen based on an entry-type template 40. As shown in FIG. A setting screen based on the fill-in template 40 is presented when the fill-in type is selected in the answer pattern selection column CL2 shown in FIG. The entry-type answer patterns include answer patterns in which numerical values are entered. In answer patterns for entering numerical values, it is possible to set upper limit values, lower limit values, units, and a normal numerical range as numerical rules.

FIG. 7 is a diagram showing an example of an edit screen for a display comment when departing. Departure display comment is when the response entered by the reporter does not meet the normal conditions set by the administrator (in other words, in the case of violation), when the reporter enters the response, the terminal display section 110 is information such as a character string and an image. The administrator can arbitrarily edit the comment displayed at the time of deviation.

[Timing of presentation of checklist]
FIG. 8 is a diagram showing an example of setting the presentation timing T1 of the checklist 30. As shown in FIG. In the checklist management system 1, the administrator can create multiple types of checklists 30. FIG. In this example, four types of checklists 30, checklists 30-1 to 30-4, are created.
As an example, the checklist 30-1 has a checklist ID of "C1", a display name displayed on the terminal display unit 110 of "before opening", and a checklist presentation day of the week of "Monday through Saturday". , the checklist presentation time (presentation timing T1) is "9:00" and the checklist submission deadline (submission timing T2) is "9:30". That is, the checklist 30-1 is the checklist 30 used for the start-up check of the store, is presented to the terminal device 10 at 9:00 am every day except Sunday, and is submitted within a predetermined time TP (for example, 30 minutes). It is created as something that should be done. Note that the checklists 30-2 to 30-4 are the same as the checklist 30-1, so description thereof will be omitted. In the following, the checklist 30-1 will be described as the checklist 30. FIG.

That is, the checklist 30 is a list to be presented at a preset timing and to be submitted within a predetermined time TP after being presented.

The checklist creating operation accepting unit 247 accepts an operation of creating the checklist 30 by combining a plurality of check items 31 selected from the template 40 (checklist creating operation OP7).
The timing setting operation accepting unit 248 accepts an operation of setting the presentation timing T1 of the checklist 30 (presentation timing setting operation OP8).

(2) Example of Created Checklist Returning to FIG. 3, a specific example of the checklist 30 created based on the template 40 described above will be described. The checklist 30 in this example includes check items 31-1 to 31-6.

The check item ID column is an identifier for mutually identifying a plurality of check items 31 included in the check list 30 . The check item ID of the check item 31-1 “Is the kitchen clean or not?” is “Q1”. The check item ID of the check item 31-2 “whether cooking appliance is normal” is “Q2”.
The item display name column is a character string displayed on the terminal display unit 110 for each check item 31 . For example, the display item name "Is the kitchen clean?" for the check item ID "Q1" is set. The display item name "Is the cooking appliance normal?" of the check item ID "Q2" is set.
The answer pattern column indicates whether the pattern of the template 40 is a selection type or an entry type. If the template 40 is of a selection type, the answer pattern column contains character strings (eg, "Yes/No/None") displayed on the terminal display unit 110 as options. If the template 40 is a fill-in type, it is set in the answer pattern column.
The mandatory answer field indicates whether the answer to the check item 31 is mandatory or optional, that is, whether the check item 31 is a mandatory answer item or an optional answer item.
The conformity determination criteria column indicates conditions (that is, determination conditions 32) for determining that the content of the reply to the check item 31 is normal. For example, if the match criteria column is "Yes" and the answer pattern is a multiple choice of "Yes/No/None", if the option "Yes" is selected, it will be determined as a normal answer and the option If "No" or the option "None" is selected, it is judged as a violation answer.
The display comment field at the time of standard deviation shows a character string displayed on the terminal display unit 110 when it is determined as a violation answer.
The conditional branching column indicates the branching condition of the check item 31 . In the example shown in the figure, when the option "No" is selected as the answer to the check item ID "Q4", the terminal display unit 110 displays the check item 31 with the check item ID "Q4-1". An answer to the check item ID "Q4-1" is given prior to the answer to the item ID "Q5". Further, when the option "Yes" or the option "None" is selected as the answer to the check item ID "Q4", the check item 31 with the check item ID "Q4-1" is not displayed on the terminal display unit 110. , the check item ID "Q5" is answered.

So far, the configuration and creation procedure of the checklist 30 have been described. Returning to FIG. 2, detailed functional configurations of the terminal device 10 and the management device 20 will be described.

[Functional configuration of terminal device and management device (details)]
The terminal control unit 150 includes a terminal checklist presenting unit 151, a check item presenting unit 152, an information input operation accepting unit 153, and a submission operation accepting unit 154 as software functional units.

The management device control unit 240 includes a submission timing determination unit 241, a condition determination unit 242, a determination result presentation unit 243, a checklist presentation unit 244, a batch selection operation reception unit 245, an approval operation reception unit 246, and a checklist creation operation reception unit 247. and a timing setting operation reception unit 248 as a software function unit.

The terminal checklist presenting unit 151 presents the checklist 30 to the terminal display unit 110 of the terminal device 10 when the preset presentation timing T1 comes.
The checklist 30 may be provided and presented to the terminal device 10 from the management device 20 when the presentation timing T1 arrives. The checklist 30 is provided in advance from the management device 20 to the terminal device 10 and stored in a checklist storage section (not shown) of the terminal device 10. When the presentation timing T1 arrives, the checklist storage section It may be read and presented from.
The check item presenting unit 152 selects check items 31 to be displayed on the terminal display unit 110 from among a plurality of check items 31 included in the check list 30 presented by the terminal check list presenting unit 151 .

The information input operation accepting unit 153 accepts an information input operation OP1 for each check item 31 in the presented checklist 30 .
The submission operation receiving unit 154 receives a submission operation OP2 of submitting the checklist 30 with information input to the predetermined management device 20 .

The management device 20 provides various operation assistance functions for simplifying the operations of the administrator in confirming and approving the checklist 30 .

[Function 1: Judgment of submission timing]
The submission timing determination unit 241 determines whether or not the checklist 30 has been submitted from the terminal device 10 within the predetermined time TP. For example, the submission timing determination unit 241 determines whether the checklist 30 has been submitted from the terminal device 10 within a predetermined time TP (eg, 30 minutes) from the presentation timing T1 (eg, 9:00 am). determine whether or not

[Function 1-1: Determining whether or not to submit a checklist]
The submission timing determination unit 241 may determine whether or not the checklist 30 is submitted. In this case, the submission timing determination unit 241 determines whether or not the checklist 30 has been submitted within the predetermined time TP from the terminal device 10 registered in advance as a device to which the checklist 30 should be submitted. For example, a plurality of terminal devices 10 may be registered in the checklist management system 1 as devices to which the checklist 30 should be submitted. In this case, the submission timing determination unit 241 presents the checklist 30 to the plurality of terminal devices 10 all at once. The submission timing determination unit 241 determines the terminal device 10 that submitted the checklist 30 within the predetermined time TP and the terminal device 10 that did not submit the checklist 30 within the predetermined time TP. The submission timing determination unit 241 determines that the terminal device 10 that has not submitted the checklist 30 within the predetermined time TP among the plurality of terminal devices 10 violates the rules for submission of the checklist 30 .

[Function 1-2: Judgment of submission timing of submitted checklist]
Although the submission timing determination unit 241 determines the submission timing T2 of the checklist 30 when the checklist 30 is submitted, it is not limited to this. The submission timing determination unit 241 may determine the submission timing T2 for the checklist 30 that has already been submitted. In this case, the submission timing determination unit 241 adds a time stamp to the checklist 30 when the checklist 30 is submitted from the terminal device 10 . The submission timing determination unit 241 compares the time stamp attached to the checklist 30 with the predetermined time TP at which the checklist 30 should be submitted, and determines whether the submission timing of the checklist 30 is appropriate.
That is, the submission timing determination unit 241 determines whether or not the checklist 30 submitted from the terminal device 10 was submitted within the predetermined time TP.

The information input operation reception unit 153 is configured to store information (time information DT) indicating the time at which the information input operation OP1 for the check item 31 is received in the checklist 30 in association with the check item 31. good too.
In this case, the submission timing determination unit 241 may determine the entry timing of the checklist 30 based on the time information DT linked to the check item 31 .

The determination result presentation unit 243 presents the determination results 33 by the submission timing determination unit 241 to the management device display unit 210 in different presentation modes PM depending on whether or not they have been submitted within the predetermined time TP.

[Function 2: Judgment of rule deviation]
The condition determination unit 242 performs input for each check item 31 indicated by the information input operation OP1 received by the information input operation receiving unit 153 for each check item 31 based on the predetermined determination condition 32 defined in the check list 30. judge the results.
In this case, the determination result presentation unit 243 of the management device 20 presents the determination result 33 by the condition determination unit 242 to the management device display unit 210 .

[Function 2: Checklist Approval]
Approval operation reception unit 246 receives an approval operation OP4 for approving checklist 30 .

[Function 2-1: Batch approval]
The collective selection operation receiving unit 245 collectively selects the checklists 30 including the check items 31 determined by the condition determination unit 242 to satisfy the predetermined determination condition 32 from among the plurality of checklists 30 in a collective selection operation OP3. accept.
The approval operation accepting unit 246 accepts an approval operation OP4 of approving the checklists 30 selected by the collective selection operation OP3.
According to this collective selection operation reception unit 245, the checklists 30 containing only correct answers can be collectively selected and approved, so the administrator's convenience is improved as compared with the case of individually approving the checklists 30 one by one. .

[Function 2-2: Rule deviation display]
The checklist presentation unit 244 does not present the checklist 30 for which the condition determination unit 242 has determined that all the check items 31 to be input satisfy the predetermined determination conditions 32. A checklist 30 including check items 31 determined to be unsatisfied is presented.
That is, the checklist presenting unit 244 displays only those checklists 30 that have deviations. As a result, the checklists 30 having rule deviations can be easily extracted in the approval work by the manager, and the convenience of the manager is improved compared to the case of individually confirming whether or not the checklists 30 have rule deviations.

[Function 3: Operation assistance when entering answers to check items]
The terminal device 10 provides various operation assistance functions for simplifying the operation of the reporter when inputting answers to the check items 31 .

[Function 3-1: Storage Operation Assistance for Photo Data DP]
Depending on the setting of the checklist 30, it is possible to request the reporter to submit the photo data DP according to the answer to the check item 31 by the reporter. The terminal control unit 150 determines whether or not it is necessary to submit the photo data DP, and if it determines that it is necessary, prompts the reporter to submit the photo data DP. Here, the condition that the photo data DP needs to be submitted includes, for example, the case where the condition determination unit 242 determines that the answer to the check item 31 does not satisfy the predetermined determination condition 32 .
If the answer to the check item 31 does not satisfy the predetermined determination condition 32, the terminal control unit 150 displays on the terminal display unit 110 prompting the user to take a photograph of the site, and the imaging unit 120 prepares for imaging. .
The information input operation accepting unit 153 accepts the imaging operation OP5 in the information input of the image item 311 in the checklist 30 for the check item 31 determined by the condition determination unit 242 not to satisfy the predetermined determination condition 32. At the same time, a storage operation OP6 for storing the photo data DP captured by the imaging operation OP5 in the image item 311 is accepted.
According to the terminal device 10 configured in this manner, preparation for photographing is automatically performed according to the content of the answer to the check item 31 without depending on the operation of the reporter. can be simplified.

[Function 3-2: Branching display of check items according to the contents of answers to check items]
The check items 31 may conditionally branch according to the contents of the answers to the check list 30 . In this case, the check item presentation unit 152 of the terminal control unit 150 determines that the check item 31 of the branch destination is the terminal If the conditions for branching are satisfied without being presented on the display unit 110 , the check item 31 of the branch destination is presented on the terminal display unit 110 .
That is, the check item presentation unit 152 changes the check item 31 and presents the check item 31 when the condition determination unit 242 determines that the predetermined determination condition 32 is not satisfied. Specifically, the check item presentation unit 152 refers to the setting of the conditional branch column of the checklist 30 shown in FIG. do.

In addition, as described above, the check item presenting unit 152 has been described as additionally presenting the check item 31 . That is, as an example of changing the check item 31, adding and presenting the check item 31 has been described, but the present invention is not limited to this.
In the conditional branch column, it is possible to set omission of some of the check items 31, exchange of the display order of the check items 31, and the like.

[Function 3-3: Pop-up display when deviation from conditions]
The check item presenting unit 152 changes the check item 31 by presenting a pop-up image P1 indicating rule deviation. The pop-up image P<b>1 is an image superimposed on the image of the checklist 30 displayed on the terminal display unit 110 . By presenting the pop-up image P1, the checklist management system 1 can call the reporter's attention more clearly.

The pop-up image P<b>1 includes presentation contents that can be set by the administrator according to the check items 31 .

[Function 4: Warning display due to elapse of submission timing]
The checklist presenting unit 244 presents the checklist 30 that has not been submitted even after the predetermined time TP has passed, in a different presentation mode PM from the checklist 30 that has not passed the predetermined time TP.
Here, "different presentation modes PM" means that the checklist management system 1 has different effects on the five senses of the user. For example, different presentation modes PM include different display positions, shapes, sizes, colors of images, and presence/absence, pitch, and strength of sounds and vibrations.

[System operation]
The operation of the checklist management system 1 will be described.
FIG. 9 is a diagram showing an example of the flow of checklist presentation and submission operations of the checklist management system 1 .

(Step S110) The terminal control unit 150 of the terminal device 10 determines whether or not the presentation timing T1 has arrived. When terminal control section 150 determines that presentation timing T1 has arrived, the process proceeds to step S120.
(Step S<b>120 ) When the presentation timing T<b>1 arrives, the terminal checklist presentation unit 151 of the terminal device 10 presents the checklist 30 . Specifically, the terminal checklist presentation unit 151 causes the terminal display unit 110 to display the screen of the checklist 30 . In the following description, the screen of the checklist 30 is also called a report screen. A report screen is a screen configured by combining a plurality of check items 31 defined in a checklist 30 as shown in FIG. The check item presentation unit 152 configures a report screen by combining the check items 31 defined in the check list 30 .

FIG. 10 is a diagram showing an example of a report screen displayed on the terminal display unit 110. As shown in FIG. The report screen includes an item display name (for example, is the kitchen clean?) and an answer pattern (for example, yes/no/none) for each check item 31 defined in the checklist 30 .
In response to the report screen being displayed on the terminal display unit 110, the user of the terminal device 10 (that is, the reporter) operates the terminal operation unit 130 to perform the information input operation OP1, thereby completing the checklist 30. answer to For example, the reporter performs the information input operation OP1 to select “yes” from among the options “yes”, “no”, and “none” of the check item 31-1 displayed on the terminal display unit 110. FIG. Terminal operation unit 130 outputs detected information input operation OP<b>1 (in this example, an operation to select “yes”) to information input operation reception unit 153 .

(Step S130) Returning to FIG. 9, the information input operation reception unit 153 receives the information input operation OP1 detected by the terminal operation unit 130. FIG. When the checklist 30 includes a plurality of check items 31 , the information input operation accepting unit 153 performs an operation of accepting the information input operation OP<b>1 for each check item 31 . In the example shown in FIG. 10, the information input operation OP1 is performed for three check items 31, 31-1 to 31-3.

[Pop-up display when deviating from rules (when answering violations)]
The information input operation receiving unit 153 determines whether the received information input operation OP1 satisfies the normal condition set by the administrator (that is, whether it is a normal response or a violation response). When the information input operation receiving unit 153 determines that the received information input operation OP1 deviates from the rules (that is, is a violation answer), it presents a pop-up image P1 indicating the rule deviation.

FIG. 11 is a diagram showing an example of the popup image P1. As an example, for the check item 31-4, a rule is set such that "yes" is normal, and "no" and "none" are abnormal. In this case, when the reporter selects "No" for check item 31-4, the information input operation reception unit 153 determines that the information input operation OP1 (that is, selection of "No") received for check item 31-4 is , is determined to be out of the rules.
Information input operation accepting portion 153 presents pop-up image P1 indicating rule deviation.

The pop-up image P1 includes a character string (for example, "violating") set as a comment to be displayed when the standard is deviated for each check item 31 shown in FIG. That is, the pop-up image P1 includes presentation contents that can be set by the administrator according to the check items 31 .

[Branch of check items when deviating from rules]
The check item presentation unit 152 changes the check item 31 and presents the check item 31 when the condition determination unit 242 determines that the predetermined determination condition 32 is not satisfied. Changes to the check items 31 include branching, addition, omission, and rearrangement of the order of the check items 31 . A case of additionally presenting the check item 31 will be described with reference to FIG. 12 .

FIG. 12 is a diagram showing an example of additionally presented check items 31. As shown in FIG. The check item presentation unit 152 changes the check item 31 by additionally presenting the check item 31-4-1. In this example, the additionally presented check item 31-4-1 is an item for storing photo data DP as an answer (that is, image item 311). A check item 31-4-1 displays a character string of "Record as an image and select a response" to prompt the reporter to take an image.

FIG. 13 is a diagram showing an example of the site image P2 displayed on the terminal display unit 110. As shown in FIG. In this example, the reporter puts the detergent bottle within the angle of view of the imaging unit 120 and performs the imaging operation OP5. Upon receiving the image capturing operation OP5, the information input operation receiving unit 153 causes the image capturing unit 120 to capture an image, and causes the terminal display unit 110 to display the captured image of the detergent bottle. The reporter performs a storage operation OP6 to store the displayed image in the check item 31-4-1 (that is, the image item 311). Upon receiving the storing operation OP6, the information input operation receiving unit 153 stores the displayed image as the scene image P2 in the check item 31-4-1.
That is, the information input operation receiving unit 153 receives the imaging operation OP5 in the information input of the image item 311 in the checklist 30, and stores the photo data DP captured by the imaging operation OP5 in the image item 311. Operation OP6 is accepted.

The reporter inputs answers to the check items 31 in the same manner as described above for the subsequent check items 31 as well.

Note that the information input operation receiving unit 153 may store information (time information DT) indicating the time when the information input operation OP1 for the check item 31 is received in the check list 30 in association with the check item 31 . According to the checklist management system 1 configured in this way, it is possible to grasp when the reporter performed the information input operation OP1 for each check item 31 . Therefore, the checklist management system 1 can grasp variations in response times among the plurality of check items 31 included in the checklist 30 .

(Step S140) Of the check items 31, the reporter confirms whether or not all required answer items and optional answer items for which answers have been entered have been answered correctly. If the reporter determines that the answer is correct, the reporter performs the submission operation OP2. The submission operation OP2 is an operation to submit the checklist 30 from the terminal device 10 to the management device 20 by operating the submission button image P3 (for example, tapping the terminal display unit 110).

FIG. 14 is a diagram showing an example of the submission button image P3. The submission operation reception unit 154 causes the terminal display unit 110 to display the submission button image P3. As an example, the submission operation receiving unit 154 displays the submit button image P3 at the position next to the last check item 31 (check item 31-n) among the check items 31 of the checklist 30. FIG. The reporter taps the submit button image P3. The submission operation receiving unit 154 receives a tap on the submission button image P3 as a submission operation OP2.

(Step S<b>150 ) Upon receiving the submission operation OP<b>2 , the submission operation reception unit 154 submits the input checklist 30 to the management device 20 . Note that submitting the checklist 30 to the management device 20 means transmitting the checklist 30 from the terminal device 10 to the management device 20 via the terminal communication unit 140 .

Note that the checklist presenting unit 244 presents the checklist 30 that has not been submitted even after the predetermined time TP has passed in a different presentation mode PM from the checklist 30 that has not passed the predetermined time TP. may

FIG. 15 is a diagram showing an example of the presentation mode PM2 after the predetermined time has elapsed. In the presentation mode PM2 of the checklist 30 after the elapse of the predetermined time, as an example, the terminal display unit 110 displays the image P4 in which the submission timing has not passed. The submission timing missed image P4 is an image displayed on the terminal display unit 110 when the predetermined submission timing T2 has passed for the unsubmitted checklist 30 . The submission timing failure image P4 includes, for example, a character string such as "Checklist submission deadline has passed."

(Step S<b>220 ) Returning to FIG. 9 , the management device communication section 230 receives the checklist 30 transmitted from the terminal device 10 . This checklist 30 contains the results of the answers given by the reporter.
When the checklists 30 are submitted from a plurality of terminal devices 10 , the management device communication section 230 receives the checklists 30 from the respective terminal devices 10 . The management device 20 manages the submitted checklist 30 using a checklist management table.

FIG. 16 is a diagram showing an example of a checklist management table. The checklist management table is stored in a storage device (not shown) of management device 20 . When receiving the checklist 30 from the terminal device 10, the management device 20 registers each received checklist 30 in the checklist management table. In the checklist management table, the checklist ID of the received checklist 30, the terminal ID of the terminal device 10, the time when the checklist 30 was presented to the terminal device 10, the time when the checklist 30 was submitted from the terminal device 10, and Each item of the determination result of submission timing T2 is included.

(Step S230) Returning to FIG. 9, the submission timing determination unit 241 determines the submission timing T2 of the checklist 30 received by the management device communication unit 230. FIG. Specifically, the submission timing determination unit 241 determines whether or not the submission timing T2 of the submitted checklist 30 is within a predetermined time TP from the presentation timing T1. The submission timing determination unit 241 stores the determination result in the item of the determination result of the submission timing T2 of the checklist management table.

(Step S<b>240 ) The determination result presentation unit 243 presents the determination result 33 by the submission timing determination unit 241 to the management device display unit 210 . Here, the determination result presentation unit 243 presents the determination result 33 by the submission timing determination unit 241 to the management apparatus display unit 210 in different presentation modes PM depending on whether or not the submission timing determination unit 241 has submitted within the predetermined time TP.

[Dashboard function]
FIG. 17 is a diagram showing an example of the presentation mode PM of the determination result 33. As shown in FIG. The determination result presentation unit 243 displays the determination result of the checklist 30 on the management device display unit 210 . The determination result of this checklist 30 is generated based on the checklist management table shown in FIG.
Here, the determination result presentation unit 243 may display the checklist 30 determined as NG after the deadline for submission in a more conspicuous manner than the checklist 30 determined as OK.
For example, the determination result presenting unit 243 shades the checklists 30 for which the determination result is OK to make them inconspicuous, and presents the checklists 30 for which the determination result is NG with an asterisk to make them stand out. good too.
As another example, the determination result presentation unit 243 does not display the checklists 30 with the determination result of OK, and displays only the checklists 30 with the determination result of NG. 30 may be presented prominently.
According to the checklist management system 1 configured in this way, it is possible to present checklists 30 that have been submitted before the submission deadline and checklists 30 that have passed the submission deadline so that they can be easily distinguished. As a result, it is possible to reduce the time and effort of checking the checklist 30 by the administrator.

(Step S250) Returning to FIG. 9, the approval operation reception unit 246 receives an approval operation OP4 by the administrator for the submitted checklist 30. FIG.
As shown in FIG. 17, the management apparatus display section 210 displays the determination result of the checklist 30 together with the collective selection button image P5 and the approval button image P6.
The administrator selects the checklist 30 to be approved from among the plurality of checklists 30 displayed on the management device display section 210, and then approves the checklist 30 by operating the approval button image P6. Here, the operation of the approval button image P6 by the administrator is also referred to as approval operation OP4.

The approval operation OP4 may be performed by the administrator selecting the checklist 30 to be approved one by one. If the management device 20 has a collective approval function, the approval operation OP4 may be performed by collectively selecting a plurality of checklists 30 to be approved.
If the management device 20 has a batch approval function, the manager operates the batch selection button image P5. Here, the operation of the collective selection button image P5 by the administrator is also referred to as collective selection operation OP3. When the collective selection operation OP3 is performed, the collective selection operation reception unit 245 selects the checklist 30 including the check items 31 determined by the condition determination unit 242 to satisfy the predetermined determination condition 32 from among the plurality of checklists 30. Select all at once.
When the administrator performs the approval operation OP4 while the checklists 30 are collectively selected, the approval operation reception unit 246 collectively approves the checklists 30 selected by the collective selection operation OP3.
Note that the management device 20 may have a collective approval function.

FIG. 18 is an example of an approval screen when the collective approval function is provided. In this case, the collective approval button image P7 is displayed on the management device display section 210. FIG. The administrator operates the collective approval button image P7. Here, the operation of the collective approval button image P7 by the administrator is also referred to as collective approval operation OP9. When the collective approval operation OP9 is performed, the management device 20 batches the checklists 30 including the check items 31 determined by the condition determination unit 242 to satisfy the predetermined determination conditions 32 from among the plurality of checklists 30. After selection, the selected checklist 30 is collectively approved.
According to the checklist management system 1 configured in this way, it is possible to reduce the time and effort of the administrator to approve the checklist 30 .

As described above, the embodiments of the present invention have been described in detail with reference to the drawings. may be

Also, a program for realizing the functions of any component in the apparatus described above may be recorded in a computer-readable recording medium, and the program may be read and executed by a computer system. It should be noted that the "computer system" referred to here includes hardware such as an OS (Operating System) and peripheral devices. In addition, "computer-readable recording medium" refers to portable media such as flexible disks, magneto-optical disks, ROM (Read Only Memory), CD (Compact Disk)-ROM, and storage such as hard disks built into computer systems. It refers to equipment. In addition, "computer-readable recording medium" means the volatile memory (RAM: Random Access Memory) inside the computer system that acts as a server or client when the program is transmitted via a network such as the Internet or a communication line such as a telephone line. Memory), which holds the program for a certain period of time.

Moreover, the above program may be transmitted from a computer system storing this program in a storage device or the like to another computer system via a transmission medium or by a transmission wave in a transmission medium. Here, the "transmission medium" for transmitting the program refers to a medium having a function of transmitting information, such as a network (communication network) such as the Internet or a communication line (communication line) such as a telephone line.
Also, the above program may be for realizing part of the functions described above. Furthermore, the above program may be a so-called difference file (difference program) that can realize the functions described above in combination with a program already recorded in the computer system.

DESCRIPTION OF SYMBOLS 1... Checklist management system 10... Terminal device 20... Management apparatus N... Network 30... Check list 31... Check item 40... Template

Claims (15)

A checklist is a list to be presented at a preset timing and to be submitted within a predetermined time after being presented, and is a list created by combining multiple check items included in a pre-created template. , a checklist presentation unit that presents on the screen of the terminal device when a preset presentation timing arrives;
an information input operation reception unit that receives an information input operation for each check item of the presented checklist;
a submission operation receiving unit that receives a submission operation of submitting the checklist with input information to a predetermined management device;
a terminal device comprising
A submission timing determination unit that determines whether the checklist has been submitted from the terminal device within the predetermined time;
a determination result presenting unit that presents the results of the determination by the submission timing determination unit on a screen in different presentation modes depending on whether or not they have been submitted within the predetermined time;
a management device comprising
A checklist management system with The submission timing determination unit
The checklist management system according to claim 1, further comprising determining whether or not the checklist has been submitted within the predetermined time from the terminal device registered in advance as a device to which the checklist should be submitted. The submission timing determination unit
3. The checklist management system according to claim 1, further comprising determining whether or not the checklist submitted from the terminal device was submitted within the predetermined time. The management device
a condition determination unit that determines an input result for each check item indicated by the information input operation received by the information input operation receiving unit for each check item, based on predetermined determination conditions defined in the checklist. ,
The determination result presentation unit is
The checklist management system according to any one of claims 1 to 3, wherein the judgment result by the condition judging section is presented. The management device
a collective selection operation receiving unit that collectively selects from among the plurality of checklists the checklists that include check items determined by the condition determination unit to satisfy the predetermined determination condition;
an approval operation reception unit that receives an approval operation for approving the checklist selected by the batch selection operation;
5. The checklist management system of claim 4, further comprising: The management device
For all check items to be input, the checklist determined by the condition determination unit to satisfy the predetermined determination condition is not presented, and the condition determination unit determines that the predetermined determination condition is not satisfied. The checklist management system according to claim 4 or 5, further comprising: a checklist presentation unit that presents the checklist including items. The check items include an image item, which is an item for storing photographic data taken at the site to be checked,
The information input operation reception unit
For a check item determined by the condition determining unit not to satisfy the predetermined determination condition, an image capturing operation is accepted in inputting information of the image item in the checklist, and a photograph taken by the image capturing operation. 7. A checklist management system according to any one of claims 4 to 6, wherein a store operation is received to store data in the image item. The terminal device
8. A check item presentation unit that changes the check items and presents the check items when the condition determination unit determines that the predetermined determination conditions are not satisfied. or the checklist management system described in paragraph 1. The check item presentation unit
The checklist management system according to claim 8, wherein the check items are changed by adding and presenting the check items. The check item presentation unit
10. The checklist management system according to claim 8, wherein the check item is changed by presenting a pop-up image indicating rule deviation. 11. The checklist management system according to claim 10, wherein the popup image includes presentation contents that can be set by an administrator according to the check items. The information input operation reception unit
The checklist management system according to any one of claims 1 to 11, wherein information indicating a time at which an information input operation for the check item is accepted is stored in the checklist in association with the check item. The checklist presentation unit
13. Any one of claims 1 to 12, wherein the checklist that has not been submitted even after the predetermined time has elapsed is presented in a different manner from the checklist that has not been submitted for the predetermined time. The checklist management system according to paragraph 1. a template creation operation reception unit that accepts an operation of creating the checklist by combining a plurality of check items selected from the template;
a timing setting operation receiving unit that receives an operation for setting the presentation timing of the checklist;
14. The checklist management system of any one of claims 1-13, further comprising: on the computer provided in the management device,
A list to be presented at a preset timing and to be submitted within a predetermined time after being presented, and submitted from a terminal device as a list created by combining multiple check items included in a pre-created template. obtaining a completed checklist;
Determining whether the checklist has been submitted from the terminal device within the predetermined time;
presenting the checklist on a screen in different presentation modes depending on whether or not the checklist has been submitted within the predetermined time;
program to run the

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