JP2023173515A - Information processing system, information processing device, and program - Google Patents

Abstract

To reduce information leakage, duplicate business, and the risk of occurrence of trouble with a customer, when handing over contents agreed with the customer in a visit destination between persons in charge.SOLUTION: A management server 10 as an information processing device includes a control section 11. In the control section 11, an information management section 101 manages progress information indicating the progress of each of a plurality of tasks constituting a predetermined business for each customer, an instruction information acquisition section 102 acquires instruction information on an instruction of an update of the progress information including at least adding contents agreed with a customer and adding data on a captured image of a medium, and a progress information update section 104 updates the progress information on the basis of the instruction information.SELECTED DRAWING: Figure 5

Description

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

Techniques that support handover between persons in charge (for example, a sales person or a worker) based on input work contents and handover information have conventionally existed (for example, Patent Document 1).

JP2019-079158A

However, when the contents agreed upon with the customer at the visited place are to be handed over between representatives, notes or the like written by the responsible person on a paper medium at the visited place are often used. In this case, there is an unavoidable risk of information leakage and duplication of work due to the loss of the memo, as well as the risk of trouble with the customer due to a discrepancy between the content of the memo and the customer's understanding.

An object of the present invention is to reduce the risk of information leakage, duplication of work, and trouble with the customer when the contents agreed with the customer are handed over between the representatives at the visited place.

The invention described in claim 1 includes: a management means for managing, for each customer, progress information indicating the progress status of each of a plurality of tasks constituting a predetermined task; an imaging control means for controlling the imaging of a medium on which a text indicating the content of an agreement between a person in charge of the customer and the customer has been formed; an acquisition means for acquiring instruction information regarding an instruction to update the progress information of a second task among the plurality of operations, including at least the above, and managed by the management means based on the acquired instruction information. The information processing system is characterized by having an update means for updating the progress information.
In the invention described in claim 2, the content of the agreement with the customer is based on an agreement between the person in charge of the first work among the plurality of works and the customer, and the progress information of the second work is based on the content of the agreement with the customer. 2. The information processing system according to claim 1, wherein the instruction is for updating.
The invention set forth in claim 3 is characterized in that, when the agreed content is agreed upon, output control means for controlling the formation and output of a text indicating the agreed content on a medium is further obtained, as claimed in claim 2. This is an information processing system described in .
The invention described in claim 4 is characterized in that the management means classifies and manages the data of the captured image as the progress information into a plurality of hierarchies based on predetermined classification criteria. , the information processing system according to claim 3.
The invention described in claim 5 provides a management means for managing, for each customer, progress information indicating the progress status of each of a plurality of tasks constituting a predetermined task; an imaging control means for controlling the imaging of a medium on which a text indicating the content of an agreement between a person in charge of the customer and the customer has been formed; an acquisition means for acquiring instruction information regarding an instruction to update the progress information of a second task among the plurality of operations, including at least the above, and managed by the management means based on the acquired instruction information. The information processing apparatus is characterized by having an update means for updating the progress information.
In the invention described in claim 6, the content of the agreement with the customer is based on an agreement between the person in charge of the first work among the plurality of works and the customer, and the progress information of the second work is based on the content of the agreement with the customer. 6. The information processing apparatus according to claim 5, wherein the instruction is for updating.
The invention described in claim 7 provides progress information indicating the progress status of each of a plurality of tasks constituting a predetermined task, and a communication between a person in charge of a first task among the plurality of tasks and a customer. comprising at least a reception means for accepting an operation for inputting the content of an agreement, an imaging control means for controlling imaging of a medium on which a text indicating the content of the agreement is formed, and addition of data of a captured image generated by the imaging; The information processing apparatus includes a transmission control unit that controls transmitting instruction information regarding an instruction to update the progress information of the second operation among the plurality of operations to another information processing apparatus.
The invention set forth in claim 8 is characterized in that, when the content of the agreement is agreed upon, an output control means for controlling the formation and output of a text indicating the content of the agreement on a medium is obtained, as claimed in claim 7. The information processing device described in .
The invention described in claim 9 provides a computer with a function of managing, for each customer, progress information indicating the progress status of each of a plurality of tasks constituting a predetermined business, and a function of managing a first task among the plurality of tasks in a computer. an imaging control means for controlling the imaging of a medium on which a text indicating the content of the agreement between the person in charge of the work and the customer has been formed; a function of acquiring instruction information regarding an instruction to update the progress information of a second task among the plurality of tasks, including at least adding, and the progress information being managed based on the obtained instruction information; It is a program to realize the function to update the .

According to the invention of claim 1, it is possible to reduce the risk of information leakage, duplication of work, and trouble with the customer when handing over the content agreed with the customer at the visited place between the staff in charge. We can provide an information processing system that
According to the invention of claim 2, it is possible to reduce the risk of information leakage, duplication of work, and trouble with the customer when handing over the content agreed with the customer at the visited place between the personnel in charge. We can provide an information processing system that
According to the present invention of claim 3, it is possible to reduce the risk of information leakage, duplication of work, and trouble with the customer when handing over the content agreed with the customer at the visited place between the personnel in charge. We can provide an information processing system that
According to the present invention of claim 4, it is possible to reduce the risk of information leakage, duplication of work, and trouble with the customer when handing over the content agreed with the customer at the visited place between the personnel in charge. We can provide an information processing system that
According to the present invention of claim 5, it is possible to reduce the risk of information leakage, duplication of work, and trouble with the customer when handing over the content agreed with the customer at the visited place between the staff in charge. It is possible to provide an information processing device that
According to the invention of claim 6, it is possible to reduce the risk of information leakage, duplication of work, and trouble with the customer when the contents agreed with the customer at the visited place are handed over between the personnel in charge. It is possible to provide an information processing device that
According to the present invention of claim 7, it is possible to reduce the risk of information leakage, duplication of work, and trouble with the customer when handing over the content agreed with the customer at the visited place between the personnel in charge. It is possible to provide an information processing device that
According to the present invention of claim 8, it is possible to reduce the risk of information leakage, duplication of work, and trouble with the customer when handing over the content agreed with the customer at the visited place between the personnel in charge. It is possible to provide an information processing device that
According to the present invention of claim 9, it is possible to reduce the risk of information leakage, duplication of work, and trouble with the customer when handing over the content agreed with the customer at the visited place between the personnel in charge. We can provide programs to

1 is a diagram illustrating an example of the overall configuration of an information processing system to which this embodiment is applied. 1 is a diagram illustrating an example of a hardware configuration of a management server as an information processing device to which this embodiment is applied. 1 is a diagram illustrating an example of a hardware configuration of a user terminal as an information processing device to which this embodiment is applied. 2 is a diagram illustrating an example of the hardware configuration of a portable image forming apparatus in the information processing system of FIG. 1. FIG. FIG. 3 is a diagram illustrating an example of a functional configuration of a control unit of a management server. FIG. 3 is a diagram illustrating an example of a functional configuration of a control unit of a user terminal. 3 is a flowchart illustrating an example of a process flow of a management server. It is a flowchart which shows an example of the flow of processing of a user terminal operated by a first user. It is a flowchart which shows an example of the flow of processing of a user terminal operated by a second user. FIG. 7 is a diagram illustrating a specific example of a user interface displayed on the display unit of the user terminal when the first user performs an input operation to instruct update of progress information. FIG. 7 is a diagram illustrating a specific example of a user interface displayed on the display unit of the user terminal when the first user performs an input operation to instruct update of progress information. FIG. 3 is a diagram illustrating a specific example of paper output from a portable image forming apparatus. FIG. 7 is a diagram illustrating a specific example of a user interface displayed on the display unit of the user terminal when the first user takes an image of the “meeting sheet” for a copy. FIG. 7 is a diagram illustrating a specific example of a user interface displayed on the display unit of the user terminal when the second user confirms the content of the agreement with the customer registered as progress information.

Hereinafter, embodiments of the present invention will be described in detail with reference to the accompanying drawings.
(Configuration of information processing system)
FIG. 1 is a diagram showing an example of the overall configuration of an information processing system 1 to which this embodiment is applied.
The information processing system 1 is configured by connecting a management server 10, user terminals 30-1 to 30-n (n is an integer value of 2 or more), and a portable image forming device 50 via a network 90. has been done. The network 90 is, for example, a LAN (Local Area Network), the Internet, or the like. Note that if there is no need to explain each of the user terminals 30-1 to 30-n individually, they will be collectively referred to as the user terminal 30.

Since the portable image forming apparatus 50 only needs to be connected to at least the user terminal 30, it is not essential that the portable image forming apparatus 50 be connected to the network 90. For example, even if the system configuration is such that the user terminal 30 and the portable image forming apparatus 50 are directly connected using a communication method such as infrared communication, visible light communication, close proximity wireless communication, Bluetooth (registered trademark), or RFID (registered trademark), good.

The management server 10 is an information processing device that serves as a server that manages the entire information processing system 1. For example, the management server 10 stores information indicating the progress status of each of a plurality of tasks constituting a predetermined business (hereinafter referred to as "progress information") in a database, and manages the information for each customer. The management server 10 also receives information regarding instructions for updating progress information (hereinafter referred to as "instruction information"), which is transmitted from the user terminal 30 and includes at least an instruction to add the content of the agreement with the customer to the progress information. ) and update the progress information stored in the database based on the instruction information. Furthermore, the management server 10 acquires information related to inquiries about progress information (hereinafter referred to as "inquiry information") transmitted from the user terminals 30, and performs control for providing progress information. Note that details of these processes by the management server 10 will be described later.

The user terminal 30 is an information processing device such as a personal computer, a smartphone, or a tablet terminal operated by a user. For example, the user terminal 30 displays a predetermined user interface on the display unit 36 (see FIG. 3). Further, for example, the user terminal 30 displays information transmitted and received from the management server 10 or the outside on the user interface. Examples of the information displayed on the user interface include progress information for each customer.

Further, for example, when an agreement is reached with a customer, the user terminal 30 controls to form and output a text indicating the content of the agreement on a paper medium, and to output a text indicating the content of the agreement formed on the output paper. and control for imaging. Specifically, the user terminal 30 transmits text data indicating the content of the agreement to the portable image forming device 50, and transmits text data indicating the content of the agreement formed on the paper output from the portable image forming device 50. is imaged by an imaging unit 37 (see FIG. 3), which will be described later.

Further, for example, the user terminal 30 receives input information input into the user interface and transmits it to the management server 10. Examples of the input information transmitted from the user terminal 30 to the management server 10 include instruction information, inquiry information, and the like. Among these, the instruction information includes an instruction to add data of an image of a document indicating the content of the agreement, generated by imaging by the imaging unit 37, to the progress information. Note that details of these processes by the user terminal 30 will be described later.

The portable image forming device 50 forms and outputs a text indicating the content of the agreement with the customer on a paper medium. Specifically, the portable image forming apparatus 50 acquires text data indicating the content of the agreement with the customer transmitted from the user terminal 30, forms the document data on paper, and outputs it. The paper output from the portable image forming device 50 is handed over from the user to the customer as a copy of the agreed details.

The above-described processes of each of the management server 10, user terminal 30, and portable image forming device 50 that constitute the information processing system 1 are merely examples, and the information processing system 1 as a whole must have a function to realize the above-described processes. Bye. For this reason, some or all of the functions for realizing the above-described processing may be shared within the information processing system 1 or may be performed in collaboration.

That is, some or all of the functions of the management server 10 may be implemented as functions of the user terminal 30 or the portable image forming apparatus 50, or some or all of the functions of the user terminal 30 may be implemented as the functions of the management server 10 or the portable image forming apparatus. It is also possible to have 50 functions. Furthermore, some or all of the functions of the portable image forming apparatus 50 may be implemented as functions of the management server 10 or the user terminal 30. Further, part or all of the functions of the management server 10 that constitutes the information processing system 1 may be transferred to another server (not shown) or the like. This facilitates the processing of the information processing system 1 as a whole, and also makes it possible to complement each other in processing.

(Hardware configuration of management server)
FIG. 2 is a diagram showing an example of the hardware configuration of the management server 10 as an information processing device to which this embodiment is applied.
The management server 10 includes a control section 11 , a memory 12 , a storage section 13 , a communication section 14 , an operation section 15 , and a display section 16 . These units are connected via a data bus, an address bus, a PCI (Peripheral Component Interconnect) bus, and the like.

The control unit 11 is a processor that controls the functions of the management server 10 through execution of various software such as an OS (basic software) and application software. The control unit 11 is composed of, for example, a CPU (Central Processing Unit). The memory 12 is a storage area that stores various software and data used for its execution, and is used as a work area during calculations. The memory 12 is composed of, for example, a RAM (Random Access Memory).

The storage unit 13 is a storage area that stores input data for various software, output data from various software, and the like. The storage unit 13 includes, for example, an HDD (Hard Disk Drive), an SSD (Solid State Drive), a semiconductor memory, etc. used for storing programs, various setting data, and the like. The storage unit 13 stores, as a database that stores various information, a customer DB 131 that stores progress information for each customer, for example.

The communication unit 14 transmits and receives data between the user terminal 30 and the outside via the network 90. The operation unit 15 includes, for example, a keyboard, a mouse, mechanical buttons, and switches, and accepts input operations. The operation unit 15 also includes a touch sensor that integrally forms a touch panel with the display unit 16. The display unit 16 is configured with, for example, a liquid crystal display or an organic EL (Electro Luminescence) display used for displaying information, and displays images, text data, and the like.

(Hardware configuration of user terminal)
FIG. 3 is a diagram showing an example of the hardware configuration of the user terminal 30 as an information processing apparatus to which this embodiment is applied.
The user terminal 30 includes a hardware configuration corresponding to each of the control unit 11, memory 12, storage unit 13, communication unit 14, operation unit 15, and display unit 16 of the management server 10 in FIG. have. Each of these units is connected via a data bus, address bus, PCI bus, etc.

That is, the user terminal 30 includes a control unit 31 made up of a processor such as a CPU, a memory 32 made up of a storage area such as a RAM, and a storage unit 33 made up of a storage area such as an HDD, SDD, or semiconductor memory. It has It also includes a communication unit 34 that sends and receives data to and from the management server 10 and the outside via the network 90.

Further, the user terminal 30 has an operation section 35 composed of a keyboard, a mouse, a touch panel, etc., and a display section 36 composed of a liquid crystal display, an organic EL display, etc. It also includes an imaging section 37 that is composed of a camera or the like and that captures an image of a subject displayed on a display section 36 that also functions as a finder of the camera and obtains it as image data. The imaging unit 37 performs operations such as controlling the light irradiated onto the subject and controlling the orientation of the subject displayed via the display unit 36 in response to an input operation or automatically to assist the user's imaging operation.

(Hardware configuration of portable image forming device)
FIG. 4 is a diagram showing an example of the hardware configuration of the portable image forming apparatus 50 in the information processing system of FIG. 1. As shown in FIG.
The portable image forming apparatus 50 has a hardware configuration corresponding to each of the control unit 11, memory 12, storage unit 13, communication unit 14, operation unit 15, and display unit 16 of the management server 10 in FIG. 57. Each of these units is connected via a data bus, address bus, PCI bus, etc.

In other words, the portable image forming apparatus 50 includes a control unit 51 made up of a processor such as a CPU, a memory 52 made up of a storage area such as a RAM, and a storage area such as an HDD, SDD, or semiconductor memory. It has a storage section 53. It also includes a communication unit 54 that sends and receives data to and from the management server 10 and the outside via the network 90.

Further, the user terminal 30 has an operation section 55 composed of a keyboard, a mouse, a touch panel, etc., and a display section 56 composed of a liquid crystal display, an organic EL display, etc. It also includes an image forming section 57 that forms an image based on image data on the printing surface of paper as a recording medium using an electrophotographic method, an inkjet method, or the like. The image data in this embodiment includes, for example, text data indicating the content of the agreement with the customer.

(Functional configuration of control unit of management server)
FIG. 5 is a diagram illustrating an example of the functional configuration of the control unit 11 of the management server 10.
In the control unit 11 of the management server 10, an information management unit 101, an instruction information acquisition unit 102, a progress information update unit 103, and a transmission control unit 104 function.

The information management unit 101 stores and manages various information in a database. For example, the information management unit 101 stores progress information for each of a plurality of tasks constituting a predetermined task in the customer DB 131, and manages the progress information for each customer. Specifically, for example, the information management unit 101 classifies and manages data of a captured image of a text indicating the content of an agreement captured by the user terminal 30 into a plurality of hierarchies based on predetermined classification criteria. . For example, classification is performed in the form of major classification, medium classification, and small classification.

The instruction information acquisition unit 102 acquires instruction information regarding an instruction to update progress information transmitted from the user terminal 30. The "instruction information" includes, for example, an instruction to add the content of the agreement with the customer to the progress information. The "instruction to add the content of the agreement with the customer to the progress information" is, for example, an agreement between the customer and the person in charge of the first task (hereinafter referred to as the "first user"). , an instruction to update the progress information of the second task, an instruction to add data of a captured image of a text indicating the content of the agreement captured by the user terminal 30, and the like.

The progress information update unit 103 updates the progress information stored in the customer DB 131 based on the instruction information acquired by the instruction information acquisition unit 102.
The transmission control unit 104 controls the transmission of various information to the user terminal 30, the portable image forming apparatus 50, or the outside via the communication unit 14 (see FIG. 2). For example, the transmission control unit 104 performs control to transmit progress information to the user terminal 30. Furthermore, the transmission control unit 104 controls the transmission of progress information to the user terminal 30.

(Functional configuration of control unit of user terminal)
FIG. 6 is a diagram illustrating an example of the functional configuration of the control unit 31 of the user terminal 30.
In the control unit 31 of the user terminal 30, an information acquisition unit 301, a display control unit 302, an input operation reception unit 303, an output control unit 304, an imaging control unit 305, and a transmission control unit 306 function.

The information acquisition unit 301 acquires various information. For example, the information acquisition unit 301 acquires progress information for each customer sent from the management server 10.
The display control unit 302 performs control to display various information on the display unit 36 (see FIG. 3). For example, the display control unit 302 controls the display unit 36 to display a user interface. The user interface can be displayed by activating application software for users installed in advance on the user terminal 30, or by accessing a website for users.

For example, progress information for each customer is displayed on the user interface. The user interface also displays input fields for inputting instruction information and inquiry information. Note that a specific example of the information displayed on the user interface will be described later with reference to FIG.

The input operation reception unit 303 serves as reception means and accepts input operations from the user. Examples of user input operations include finger touch operations and mouse operations. The input operation accepting unit 303 accepts an input operation for starting application software. In addition, the input operation accepting unit 303 accepts various information input via the user interface displayed on the display unit 36 by starting the application software.

Examples of the information input via the user interface include instruction information and inquiry information for displaying progress information. The operation of inputting the instruction information is performed as an input operation for instructing the first user to update the progress information of the second task among the plurality of tasks constituting the business.

The output control unit 304 performs control to form and output a text indicating the content of the agreement with the customer on paper as a paper medium. Specifically, the output control unit 304 transmits text data indicating the content of the agreement with the customer to the portable image forming apparatus 50 based on an input operation on the user interface. Then, control is performed to form and output a text indicating the content of the agreement with the customer on paper.

The image capturing control unit 305 performs control to image a text indicating the content of the agreement with the customer. Specifically, the imaging control unit 305 controls the imaging unit 37 (see FIG. 3) to image the text indicating the content of the agreement with the customer, which is formed on the paper output from the portable image forming device 50. .

The transmission control unit 306 controls the transmission of various information to the management server 10 or the outside via the communication unit 34 (see FIG. 3). For example, the transmission control unit 306 performs control to transmit instruction information whose input is accepted by the input operation reception unit 303 to the management server 10 . The instruction information sent to the management server 10 includes, for example, an instruction to add captured image data of a text indicating the content of the agreement with the customer to the progress information. Further, the transmission control unit 306 controls the transmission of inquiry information to the management server 10.

(Management server processing flow)
FIG. 7 is a flowchart illustrating an example of the flow of processing by the management server 10. Note that in the following, the user terminal 30-1 is operated by the first user, and the user terminal 30-2 is operated by the person in charge of the second task (hereinafter referred to as the "second user"). Assumed to be performed.
The management server 10 stores progress information of each of a plurality of tasks constituting a predetermined task in a database, and manages the progress information for each customer (step 701). Specifically, the management server 10 associates progress information with information that can uniquely identify a customer (for example, customer name, customer number, etc.) and stores it in the customer DB 131 (see FIG. 2) of the storage unit 13. Let and manage.

When the management server 10 receives the instruction information from the user terminal 30-1 (YES in step 702), it acquires the transmitted instruction information (step 703), and stores the information in the database based on the acquired instruction information. The stored progress information is updated (step 704). On the other hand, if the instruction information has not been transmitted (NO in step 702), the management server 10 repeats step 702 until the instruction information is transmitted.

When the management server 10 receives the inquiry information from the user terminal 30-2 (YES in step 705), it acquires the sent inquiry information (step 706), and updates the progress information updated in step 704 to the user terminal. 30-2 (step 707). On the other hand, if the inquiry information has not been transmitted (NO in step 705), step 705 is repeated.

(Processing flow of user terminal)
FIG. 8 is a flowchart showing an example of the process flow of the user terminal 30-1 operated by the first user.
When the user terminal 30-1 performs an input operation to start the application software (YES at step 801), the user terminal 30-1 accepts the input operation (step 802) and displays the user interface on the display unit 36 (see FIG. 3). Display (step 803). On the other hand, if the input operation for starting the application software is not performed (NO in step 801), the user terminal 30 repeats step 801 until the input operation for starting the application software is performed.

When an input operation is performed on the user interface to output the content of the agreement with the customer (YES at step 804), the user terminal 30-1 accepts the input operation (step 805) and outputs the agreement with the customer. Control is performed to form and output a text indicating the content on paper as a paper medium (step 806). Specifically, the user terminal 30-1 transmits textual data indicating the content of the agreement with the customer to the portable image forming device 50 based on an input operation on the user interface, and transmits text data indicating the content of the agreement with the customer. Control is performed to form and output a sentence indicating the following on a sheet of paper. On the other hand, if the input operation for outputting the content of the agreement with the customer has not been performed (NO in step 804), the user terminal 30-1 performs the input operation for outputting the content of the agreement with the customer. Step 804 is repeated until .

When an input operation is performed on the user interface to capture a text indicating the content of the agreement with the customer (YES at step 807), the user terminal 30-1 accepts the input operation (step 808) and A text indicating the content of the agreement is captured (step 809). Specifically, the user terminal 30-1 uses the imaging unit 37 (see FIG. (see). On the other hand, if the input operation for capturing an image of the text indicating the content of the agreement with the customer has not been performed (NO in step 807), the user terminal 30-1 captures the image of the text indicating the content of the agreement with the customer. Step 807 is repeated until an input operation is performed to do so.

When an input operation for instructing the user interface to update progress information is performed (YES at step 810), the user terminal 30-1 accepts the input operation (step 811) and updates the input information. is transmitted to the management server 10 as instruction information (step 812). On the other hand, if the input operation for instructing update of the progress information is not performed (NO in step 810), the user terminal 30-1 repeats step 810.

FIG. 9 is a flowchart showing an example of the process flow of the user terminal 30-2 operated by the second user. Note that each process from step 901 to step 903 in FIG. 9 is the same as each process from step 801 to step 803 in FIG. 8, and a description thereof will be omitted.

When an input operation for displaying progress information is performed on the user interface (YES at step 904), the input operation is accepted (step 905), and the input information is directed to the management server 10 as inquiry information. and transmits it (step 906). On the other hand, if the input operation for displaying progress information has not been performed (NO in step 904), the user terminal 30-2 repeats step 904.

(Concrete example)
10 and 11 are diagrams showing specific examples of the user interface displayed on the display unit 36 of the user terminal 30 when the first user performs an input operation to instruct update of progress information. In the following, it is assumed that the user terminal 30-1 is operated by a first user, and the user terminal 30-2 is operated by a second user.

Here, as a specific case, for example, the first user, who is a sales representative of a manufacturer that sells water heaters, has a meeting with the customer at the destination as the first task of on-site visit, and during the meeting, Let's say you receive a consultation about the noise of the water heater you just delivered. At this time, since the first user is a sales person and the water heater is installed in a high place, the second user, who is the person in charge of the same manufacturer's work, has to deal with the situation again. agreed with the customer. Further, it is assumed that the first user brings the portable image forming apparatus 50 with him to the place he visits.

In such a case, the first user immediately confirms the content of the agreement with the customer at the destination and outputs the content of the agreement with the customer to the user terminal 30-1 in order to maintain the existence of the agreement. Perform input operations. Specifically, the first user operates the user terminal 30-1 to start the application software and display the user interface shown in FIG. 10(A).

The user interface shown in FIG. 10(A) includes an information display field R1 in which information such as notifications to the user is displayed, a button B1 labeled "Today's Work Instructions", and a button B1 labeled "Continued Work Instructions". Button B2, button B3 labeled "Next project", button B4 labeled "Photo (equipment/paper document shooting)", and button B5 labeled "Create meeting sheet/print" It is located.

Information that should be made known to the user is displayed in the information display column R1. Button B1 is a button that the user presses when confirming the work to be done on the day. Button B2 is a button that the user presses when confirming the details of the work related to him or herself. Button B3 is a button that the user presses when confirming the details of the work related to the user. Button B4 is a button that the user presses when capturing an image. Button B5 is a button that the user presses when registering the content of the agreement with the customer as progress information, printing the content on paper, and outputting it from the portable image forming apparatus 50.

Here, when the first user presses button B1, a user interface shown in FIG. 10(B) is displayed. An information display column R2 is displayed on the user interface shown in FIG. 10(B). In the information display field R2, a work instruction number, installation location number, work classification, and work detailed classification are displayed as "work instruction information" as the work and work contents that the user should perform on the day. Note that the user interface shown in FIG. 10(B) may be displayed side by side with the user interface shown in FIG. 10(A), or may be displayed individually.

When button B5 arranged on the user interface shown in FIG. 10(A) is pressed while the user interface shown in FIG. 10(B) is displayed, the user interface shown in FIG. 11 is displayed. FIG. 11A shows a specific example of the user interface in a state where the tab button B11 labeled "Case Basics" is pressed. The user can access information such as "work order number," "customer number," "customer name," "scheduled work date," and "work time zone" displayed on the user interface shown in Figure 11(A). While referring to , input the contents of the consultation received from the customer at the visited place in text into the input field R11 labeled "Request contents." Specifically, for example, a sentence such as "I'm concerned about the sound of the water heater and would like you to take a look at it." is input. The user also inputs a telephone number in the "own store contact telephone number" field.

Next, the user presses the tab button B12 labeled "Meeting Details." Then, the user interface shown in FIG. 11(B) is displayed. The user inputs the content agreed upon with the customer at the visited place into an input field R12 labeled "Meeting content" displayed on the user interface shown in FIG. 11(B). Specifically, for example, a sentence such as "The water heater is installed in a high place, so I will bring a four-step stepladder with me." is input.

When the user completes these input operations, the user presses a button B13 labeled "Register". As a result, the content of the agreement with the customer is registered as progress information. At this time, the button B13 is inactive until the essential information "Meeting content" is input into the input field R11, and when the "Meeting content" information is input, the button B13 becomes active. You can do it like this. Thereby, it is possible to prevent omission of information printed on paper and output.

Next, the user causes the portable image forming device 50 to output paper. Specifically, the user causes the portable image forming apparatus 50 to output paper by pressing the printout button B14. This allows users to immediately confirm the agreement at the destination they visit. FIG. 12 shows an example of paper output from the portable image forming apparatus 50.

FIG. 12 is a diagram showing a specific example of paper output from the portable image forming apparatus 50.
FIG. 12 shows a "meeting sheet T" as a specific example of the paper output from the portable image forming apparatus 50. The following information is printed on the meeting sheet T: ``Customer number,''``Name,'' ``Next visit schedule,'' and ``What to prepare.'' Also printed are a column R21 labeled "Request Contents," a column R22 labeled "Meeting Contents," and a column R23 labeled "Customer Signature." Further, the name of the first user is printed on the right side of the label "in charge".

Among these pieces of information printed on the meeting sheet T, the "customer number" and "name" are the same as the "customer number" and "name" displayed on the user interface shown in FIG. 11(A) above. This reflects the information for each customer's name. Furthermore, among these pieces of information printed on the meeting sheet T, the information on the "next visit schedule" is the same as the "scheduled work date" and "work time period" displayed on the user interface shown in FIG. 11(A) above. information is reflected. Furthermore, among the information printed on the meeting sheet T, the information on "things to be prepared" is specified by the "work order number" information displayed on the user interface in FIG. 11(A) described above. This information reflects information associated with each task in advance.

In addition, among the information printed on the meeting sheet T, the information printed in the "Proposal content" displayed in column R21 is the "Proposal content" displayed in the user interface of FIG. 11(A) described above. This information reflects the information in "Contents". Further, the information printed in the "meeting content" displayed in column R22 reflects the information in the "meeting content" displayed on the user interface of FIG. 11(B) described above. The first user hands the meeting sheet T output from the portable image forming apparatus 50 to the customer so that the customer can confirm this information on the spot.

As a result of the customer's confirmation, if there are no problems with the contents of the meeting sheet T, ask the customer to write his or her handwritten signature in column R23 labeled "Customer Signature", and the customer's signature will be entered. An image of the meeting sheet T is taken in the state in which the meeting sheet is At this time, the display unit 36 of the user terminal 30-1 displays a dialog box with information to support the handling of the printed meeting sheet T at the destination and a button to proceed to the next step. be done. This allows the first user to respond smoothly and completely to customers.

"Information to support the handling of the meeting sheet T at the destination" displayed in the dialog box includes, for example, although not shown, "Printing of the meeting sheet has been completed. A signature has been received from the customer." Please take a photo of the entire meeting sheet as a copy.'' When the first user presses a button displayed in the dialog box to proceed to the next step, a user interface for capturing an image of the meeting sheet T is displayed. An example is shown in FIG.

FIG. 13 is a diagram showing a specific example of the user interface displayed on the display section 36 of the user terminal 30-1 when the first user images the "meeting sheet T" for a copy.
In the user interface shown in FIG. 13A, in addition to the tab buttons B11 and B12 shown in the example of FIG. 11 described above, a tab button B15 labeled "backup storage" is displayed. When the tab button B15 is pressed, a user interface shown in FIG. 13(A) is displayed. Here, when the button B16 is pressed, the mode shifts to the photographing mode shown in FIG. 13(B), so that the meeting sheet T is imaged. When capturing an image, the user can adjust the amount of light irradiated onto the meeting sheet T as a subject and the orientation of the meeting sheet T by pressing the light button B19 or the orientation correction button B20.

If the user completes the registration of the content of the agreement with the customer as progress information without taking an image of the meeting sheet T, the user should write "Do not take a copy of the meeting sheet" as shown in FIG. 13(A). button B17 is pressed. Further, the button B17 can be used in a situation where the first user wants to save the content of the conversation with the customer or what he noticed at the place he visited as a memo for himself. In this case, the user registers the meeting sheet, only prints it, and saves it as a memo for himself/herself.

FIG. 14 is a diagram showing a specific example of the user interface displayed on the display unit 36 of the user terminal 30-2 when the second user confirms the content of the agreement with the customer registered as progress information.
When the second user confirms the content of the agreement with the customer registered as progress information, the second user operates the user terminal 30-2 to check the contents of the agreement with the customer, which is registered as progress information. Press the button B4 labeled "Photo (equipment/paper document photography)". Then, the user interface shown in FIG. 14(A) is displayed. In the user interface shown in FIG. 14(A), there is a button B21 labeled "Meeting Sheet," and below it, customer name, work order number, installation location number, business classification, and business detail classification. registration information is displayed.

Here, when the user presses button B21, a user interface shown in FIG. 14(B) is displayed. The user interface shown in FIG. 14(B) has a button B24 labeled "Photo function" and below it, customer name, work order number, customer number, scheduled work date, work time, print, The registered information of the NW location in charge of the matter, contact telephone number, contents of the request, contents of the meeting, and a copy of the photo are displayed. By checking this information displayed on the user interface, the user can easily check the content of the agreement between the first user and the customer. Note that the user can display the user interface shown in FIG. 14(A) again by pressing the button B21.

The user can also register a paper document (for example, a contract, etc.) other than the meeting sheet T shown in FIG. 12 as the content of the agreement with the customer. In this case, the user sets the classification of the paper document to be imaged by selecting "major classification" and "medium classification" in the "imaging object" column shown in FIG. 14(A). do. For example, assume that the paper document to be photographed is a "sales contract." In this case, the user selects the major category "Contract Documents" by pressing the drop-down button B22, and selects the medium-category "Sales Contract" by pressing the drop-down button B23. Perform operations such as

Although this embodiment has been described above, the present invention is not limited to this embodiment described above. Further, the effects of the present invention are not limited to those described in the present embodiment described above. For example, the configuration of the information processing system 1 shown in FIG. 1 and the hardware configurations of the management server 10, user terminal 30, and portable image forming apparatus 50 shown in each of FIGS. 2 to 4 are all in accordance with the present invention. This is merely an example for achieving the purpose of the above, and is not particularly limited. Furthermore, the functional configuration of the management server 10 shown in FIG. 5 and the functional configuration of the user terminal 30 shown in FIG. 6 are merely examples, and are not particularly limited. It is sufficient that the information processing system 1 in FIG. 1 has a function that can execute the above-mentioned process as a whole, and the functional configuration used to realize this function is limited to the examples in FIGS. 5 and 6. Not done.

Furthermore, the order of steps in the process of the management server 10 shown in FIG. 7 and the order of steps in the process of the user terminal 30 shown in FIGS. 8 and 9 are merely examples, and are not particularly limited. The processing is not limited to being performed chronologically according to the illustrated order of steps, but may not necessarily be performed chronologically, but may be performed in parallel or individually. Moreover, the specific examples shown in FIGS. 10 to 14 are only examples, and are not particularly limited.

DESCRIPTION OF SYMBOLS 1... Information processing system, 10... Management server, 11... Control unit, 30... User terminal, 31... Control unit, 50... Portable image forming apparatus, 90... Network, 101... Information management unit, 102... Instruction information acquisition unit , 103... progress information update section, 104... transmission control section, 301... information acquisition section, 302... display control section, 303... input operation reception section, 304... output control section, 305... imaging control section, 306... transmission control section

Claims (9)

a management means for managing, for each customer, progress information indicating the progress status of each of a plurality of tasks constituting a predetermined task;
an imaging control unit that performs control to image a medium on which a text indicating an agreement between a person in charge of a first task among the plurality of tasks and the customer is formed;
Acquisition means for acquiring instruction information regarding an instruction to update the progress information of a second operation among the plurality of operations, including at least adding the content of the agreement with the customer and adding data of the captured image of the medium. and,
updating means for updating the progress information managed by the management means based on the acquired instruction information;
characterized by having
Information processing system. The content of the agreement with the customer is based on an agreement between the person in charge of the first task among the plurality of tasks and the customer, and is an instruction to update the progress information of the second task. Characterized by
The information processing system according to claim 1. Further, when the content of the agreement is agreed upon, an output control means for controlling the formation and output of a text indicating the content of the agreement on a medium is further obtained,
The information processing system according to claim 2. The management means is characterized in that, as the progress information, the data of the captured image is classified and managed into a plurality of hierarchies based on predetermined classification criteria.
The information processing system according to claim 3. a management means for managing, for each customer, progress information indicating the progress status of each of a plurality of tasks constituting a predetermined task;
an imaging control unit that performs control to image a medium on which a text indicating an agreement between a person in charge of a first task among the plurality of tasks and the customer is formed;
Acquisition means for acquiring instruction information regarding an instruction to update the progress information of a second operation among the plurality of operations, including at least adding the content of the agreement with the customer and adding data of the captured image of the medium. and,
updating means for updating the progress information managed by the management means based on the acquired instruction information;
characterized by having
Information processing device. The content of the agreement with the customer is based on an agreement between the person in charge of the first task among the plurality of tasks and the customer, and is an instruction to update the progress information of the second task. Characterized by
The information processing device according to claim 5. A reception means that accepts an operation for inputting the content of an agreement between a person in charge of a first task among the plurality of tasks and a customer as progress information indicating the progress status of each of the plurality of tasks constituting a predetermined task. and,
Imaging control means that performs control to image the medium on which the text indicating the content of the agreement is formed;
Control for transmitting instruction information regarding an instruction to update the progress information of a second task among the plurality of tasks, including at least adding data of the captured image generated by the imaging, to another information processing device. a transmission control means for performing
has,
Information processing device. Further, when the content of the agreement is agreed upon, an output control means for controlling the formation and output of a text indicating the content of the agreement on a medium is further obtained,
The information processing device according to claim 7. to the computer,
A function to manage progress information for each customer indicating the progress status of each of multiple tasks that make up a predetermined task;
an imaging control unit that performs control to image a medium on which a text indicating an agreement between a person in charge of a first task among the plurality of tasks and the customer is formed;
a function of acquiring instruction information regarding an instruction to update the progress information of a second task among the plurality of tasks, including at least adding the content of the agreement with the customer and adding data of the captured image of the medium; ,
a function of updating the managed progress information based on the acquired instruction information;
A program to make this happen.