JP4852388B2 - Electronic document confirmation necessity determination method, electronic document confirmation necessity determination device, electronic approval device, electronic approval system, and electronic document confirmation necessity determination program - Google Patents

Description

  The present invention relates to an electronic approval device that constitutes an electronic approval system. In particular, in the electronic approval device, the electronic approval device receives an electronic approval application for a plurality of electronic documents, and the plurality of the electronic approval devices. Electronic document confirmation necessity determination method and electronic document confirmation necessity determination device for determining whether it is necessary to confirm the contents of each electronic document when the electronic document includes a read electronic document The present invention relates to an electronic approval device, an electronic approval system, and an electronic document confirmation necessity determination program.

  In recent years, with the aim of improving work efficiency and paperless, electronic documents created by each employee can be viewed by related parties using a terminal connected to an intranet, etc., and there is no problem with the content. Increasingly, companies adopt an electronic approval system in which approval is performed on a terminal that has been browsed.

  As a conventional technique related to such an electronic approval system, there is a technique described in Patent Document 1 below. According to the following Patent Document 1, when an electronic document is created, each person who performs approval confirms and approves the electronic document in a predetermined order according to the purpose and type of the electronic document. In addition, if it is determined that the item needs to be returned (there is an incomplete item that needs to be corrected), the person in charge (the person in charge of inputting the item that cannot be approved (the person in charge)) is given a comment on the item to be corrected Return to At this time, in the electronic approval system, the electronic document is returned by determining the destination to be returned from the incomplete items pointed out by the person in charge of approval. As a result, the person in charge who found the deficient item can send it back without considering who the person in charge of the deficient item is. In addition, the person in charge of the sentence can easily acquire information on the incomplete content from the comment attached to the returned electronic document.

Japanese Patent Laid-Open No. 9-34948

  However, in the technique described in Patent Document 1, when the electronic document once sent back is updated, the checker confirms when the person in charge of approval who has sent back checks the updated electronic document again. I don't know if the electronic document (updated electronic document) has been sent back once or whether it is a new confirmation. Also, in a business such as an accounting firm, multiple electronic documents (for example, trial balance sheet, checkout table, ledger) are created for one client at the same time, and the electronic documents created at the same time are grouped together. It is often confirmed and approved as one project. Therefore, for example, if there are deficient items only in some of the electronic documents of the returned item, if the deficient items are corrected and an approval request is received again, which electronic document is the corrected one If it cannot be determined, the confirmer confirms all the electronic documents again, which is inefficient.

  In addition, it is possible to notify which electronic document has been corrected by giving a comment of the electronic document that has been corrected by the corrector and requesting approval again. Therefore, there are problems such as the possibility of notifying the wrong content, the notification content (comment description format) may be different for each corrector, or the comment itself may not be given.

  In addition, financial and tax applications used by accounting firms, etc., centrally manage each data related to finance and tax. When generating various electronic documents, centrally managed data (accounting data) is used. Use. In other words, if deficient items are found and returned in the electronic document for which approval has been requested, all of the electronic documents generated using the deficient accounting data will be corrected in order to actually correct the deficient accounting data. Will be updated. In such a case, it is very troublesome for the renewer to give information (comments) about the updated electronic document and make a confirmation (approval) request again, and notification omission is likely to occur.

  The present invention has been made in view of the above. For example, when a confirmation request (approval application) in which a plurality of electronic documents are collected together is received, whether or not confirmation is necessary for each of the plurality of electronic documents ( Wasteful work of checking an electronic document that does not need to be confirmed by notifying the checker (the person who received the approval application) It is an object of the present invention to obtain an electronic document confirmation necessity determination method for realizing an electronic approval device that prevents the occurrence of the problem and improves the efficiency of business.

In order to solve the above-described problems and achieve the object, the electronic document confirmation necessity determination method according to the present invention constitutes an electronic approval system and approves an electronic approval application in which a plurality of electronic documents are designated as approval targets. Alternatively, in the electronic approval device capable of sending back, when at least one approval target electronic document that has been sent back is corrected and an approval application is received again, the plurality of approval target electronic documents including the corrected documents The electronic document confirmation necessity determination method for determining the necessity of content confirmation, wherein the already-read information management unit determines whether a specific determination target electronic document in the approval-target electronic document is already read The read information read step for reading the read information for determining the read information from the read information storage unit and the read information management unit read in the read information read step An already-read determination step for determining whether or not the determination target electronic document is already read based on the read information, and an update in which the read information management unit reads the update date and time information of the determination target electronic document from the file information storage unit The date information reading step, the read information management unit, the read determination result in the read determination step, the read information read in the read information read step, and the update date read in the update date information read step And a reconfirmation necessity determination step for determining whether or not it is necessary to reconfirm the content of the determination target electronic document based on the information. In the reconfirmation necessity determination step, the read determination result is In the case of indicating that “the determination target electronic document is unread”, it is determined that the content confirmation of the determination target electronic document is necessary, and When the read determination result indicates that “the determination target electronic document is already read”, the read date and time indicated by the read date and time information included in the read information and the update date and time indicated by the update date and time information If the read date / time is earlier than the update date / time, it is determined that the content confirmation of the determination target electronic document is necessary, and the determination result is obtained for all the approval target electronic documents. Each step is repeatedly executed.

  In the electronic document necessity determination method according to the next invention, in the read determination step, when the read information includes read date and time information, it is determined that the determination target electronic document has been read. It is characterized by doing.

  In the electronic document necessity determination method according to the next invention, in the update date and time information reading step, when it is determined in the already-read determination step that the determination-target electronic document is already read, the determination-target electronic document The update date / time information is read from the file information storage unit.

The electronic document confirmation necessity determining device according to the next invention constitutes an electronic approval system, and an electronic approval device capable of approving or sending back an electronic approval application in which a plurality of electronic documents are designated as approval targets. If at least one approval target electronic document that has been sent back is modified and an approval application is received again, electronic document confirmation is required to determine the necessity of confirming the contents of the plurality of approval target electronic documents including the revised document A read information storage means for storing read information for determining whether or not a specific determination target electronic document in the approval target electronic document has been read; and the read information A read determination unit that determines whether the determination target electronic document has been read based on the read information stored in the storage unit; and update date / time information of the determination target electronic document. The determination target based on the file information storage means for storing the file information, the read determination result by the read determination means, the read information, and the update date / time information stored in the file information storage means Re-confirmation necessity determination means for determining whether or not it is necessary to re-confirm the contents of the electronic document, and the re-confirmation necessity determination means indicates that the already- read determination result by the already-read determination means is “the determination object” If the electronic document is unread ”, it is determined that it is necessary to confirm the content of the determination target electronic document, and the already-read determination result by the already-read determination unit is“ the determination target electronic document is already read. The read date and time indicated by the read date and time information included in the read information is compared with the update date and time indicated by the update date and time, and the read date and time is greater than the update date and time. In the previous case, Serial determination target determines that the electronic document is required to confirm the contents, for all approved target electronic document until the determination result is obtained, that the read judging means and the re-confirmation necessity judging means repeatedly executes It is characterized by.

  In the electronic document check necessity determination device according to the next invention, the read determination unit has read the determination target electronic document when the read information includes read date and time information. It is characterized by determining.

  An electronic approval apparatus according to the next invention includes any one of the electronic document confirmation necessity determination apparatuses, and displays a determination result by the reconfirmation necessity determination means on a display unit to notify a user. .

  An electronic approval system according to the next invention includes a plurality of the electronic approval devices, and the plurality of electronic approval devices are connected to each other via a network.

The electronic document confirmation necessity determination program according to the next invention is characterized by causing a computer to execute each step of any one of the electronic document confirmation necessity determination methods.

  The electronic document confirmation necessity determination method according to the present invention determines whether or not the electronic document subject to electronic approval is really required to be confirmed, and notifies the confirmer of the result. Has an effect that it is possible to easily recognize which electronic document is updated and needs to be reconfirmed when the electronic approval application once sent back is received again.

  In addition, the determination of the necessity of confirmation for each electronic document to be approved is made based on whether or not the confirmer has previously confirmed the electronic document to be determined (confirmation history), and the update date and time of the electronic document to be determined If, for example, the confirmer once confirms a specific electronic document, the confirmed electronic document is corrected (updated) for some reason, and then an electronic approval application is received again. In this case, since it is determined that reconfirmation is necessary for an electronic document that has been confirmed once (an electronic document that has been updated after confirmation), there is a disadvantage that the confirmer forgets to reconfirm the updated electronic document. Can be prevented.

  Embodiments of an electronic document confirmation necessity determination method according to the present invention will be described below in detail with reference to the drawings. Note that the present invention is not limited to the embodiments.

  FIG. 1 shows a computer system having a function as an electronic document confirmation necessity determining device for realizing the electronic document confirmation necessity determining method according to the present invention and capable of executing the electronic document confirmation necessity determining program according to the present invention. It is a figure which shows the example of a structure. This computer system includes a control unit 1, a storage unit 2, a display unit 3, an input unit 4, and a communication unit 5.

  In FIG. 1, the control unit 1 executes an electronic document confirmation necessity determination program according to the present invention. The storage unit 2 includes various memories such as a RAM and a ROM, and stores programs to be executed by the control unit 1 and necessary data obtained in the course of processing. The display unit 3 is composed of a CRT, LCD (liquid crystal display panel), etc., and displays various screens for the computer system user. The input unit 4 includes, for example, a keyboard 41 and a mouse 42, and is used by a computer system user to input various information. In addition, this computer system exchanges various types of information with other computer systems connected to the communication network by connecting to the communication network via the communication unit 6.

  Here, an operation example of the computer system until the electronic document confirmation necessity determination program according to the present invention becomes executable will be described. In the computer system having the above-described configuration, for example, an electronic document confirmation necessity determination program is installed in a disk unit (not shown) from a CD-ROM set in a CD-ROM drive unit (not shown). When the electronic document confirmation necessity determination program is executed, the electronic document confirmation necessity determination program read from the disk unit is stored in a predetermined location in the storage unit 2. In this state, the control unit 1 executes an electronic document confirmation necessity determination process according to a program stored in the storage unit 2.

  In the present invention, a CD-ROM is used as a recording medium to provide a program describing the electronic approval process. However, the present invention is not limited to this, depending on the configuration of the computer system, the capacity of the provided program, etc. For example, a recording medium such as a magnetic disk such as a floppy (registered trademark) disk, a magneto-optical disk, or a magnetic tape can be used. Moreover, it is good also as using the program provided by transmission media, such as an email and the internet.

  FIG. 2 is a diagram showing a configuration example of an electronic approval device including the electronic document confirmation necessity determination device according to the present invention. The computer system (the control unit 1, the storage unit 2, the display unit 3, the input described above) 4 and communication unit 5). The control unit 1 includes a general control unit 10, a file information management unit 11, a read information management unit 12, an approval information management unit 13, and a request information management unit 14.

  The overall control unit 10 follows the instruction information from the user acquired from the input unit 4 for each of the file information management unit 11, the read information management unit 12, the approval information management unit 13, and the request information management unit 14. Instruct operation. Detailed operations of the file information management unit 11, the read information management unit 12, the approval information management unit 13, and the request information management unit 14 will be described later.

  The storage unit 2 also includes a database 20 for storing various electronic documents in its own specific area, and file information of the electronic documents stored in the database 20 (information on the names and storage locations of the electronic documents). , Etc.) and information such as whether or not a specific electronic document among the electronic documents stored in the database 20 has been confirmed by an approver ( A read information storage unit 22 for storing read information), an approval information storage unit 23 for storing information such as an approval status for each approval request item, and an approval request source (request) for each approval request item A request information storage unit 24 for storing information such as an approval request destination (requestee). Moreover, although not shown in figure, the memory | storage part 2 contains the memory area for work which is used when each part of the control part 1 mentioned above performs each process, and each part of the control part 1 is memory for work as needed. Processing described later is executed using all or part of the area.

  Although the database 20 and the file information storage unit 21 are illustrated as being configured in one device for the sake of simplicity of explanation, the present invention is not limited to this, and other devices connected via a network, for example. It may be configured inside.

  Here, operations of the file information management unit 11, the already-read information management unit 12, the approval information management unit 13, and the request information management unit 14 constituting the control unit 1 of the electronic approval device will be briefly described. The file information management unit 11 stores and reads out file information (information about the electronic document to be applied for electronic approval) in the file information storage unit 21 in accordance with instructions from the overall control unit 10. The read information management unit 12 that performs operations as the read determination unit and the reconfirmation necessity determination unit, according to the instruction of the overall control unit 10, reads the read information for the read information storage unit 22 (an electronic document to be applied for electronic approval). Storage, reading, etc.). Further, the electronic document designated by the overall control unit 10 is determined based on the file information and the read information to determine whether the user has already confirmed the content, and the determination result is notified to the overall control unit 10. . The approval information management unit 13 stores, reads, etc., approval information (information indicating whether or not application for electronic approval, examination, and approval has been performed by the user) with respect to the approval information storage unit 23 in accordance with instructions from the overall control unit 10. . The request information management unit 14 stores and reads request information (information indicating the request source, request destination, and related parties of the electronic approval application) with respect to the request information storage unit 24 in accordance with instructions from the overall control unit 10.

  A procedure for applying for electronic approval using the electronic approval device including the electronic document confirmation necessity determination device as described above will be briefly described. The person in charge of requesting electronic approval creates in advance an electronic document to be approved. The electronic document is created using specific application software different from the electronic approval program. Then, the person in charge who makes the electronic approval request logs in to the electronic approval device including the electronic document confirmation necessity determination device according to the present invention, specifies the target electronic document of the application for approval, and the destination (request destination) that requests electronic approval. ), Etc., and apply for electronic approval to the senior manager who is the person in charge of the request. The person in charge who has received the electronic approval application examines the electronic document subject to the approval application, and approves if there is no defect in the electronic document. On the other hand, if a deficiency is found, a comment about the deficiency is given as necessary, and the electronic approval application is returned to the person in charge of the request. The person in charge of the request who received the refund corrects the deficiency and then applies for electronic approval again. Such a process is repeatedly executed by the person in charge of the requester and the person in charge of the request until all deficiencies included in the electronic document subject to the approval application are resolved.

  Subsequently, the user of the electronic approval device including the electronic document confirmation necessity determination device according to the present invention confirms the content (electronic approval) of the specific electronic document stored in the database 20 to other users. The operation (initial approval request operation) of the electronic approval apparatus when making a request to the apparatus will be described.

  In actual operation, it is necessary that the requester first activates the electronic approval program and logs in the electronic approval device to make the electronic approval program usable. The explanation will be made on the assumption that is normally activated and usable.

  In the following description, the case where the format of the electronic data stored in the database 20 is PDF will be described, but other formats may be used. The electronic data stored in the database 20 is generated as an electronic book table by financial application software used in an accounting office or the like. Since the procedure for creating electronic data (electronic book table) using financial application software is already widely known, a description thereof will be omitted.

  When the electronic approval program is activated, the overall control unit 10 causes the display unit 3 to display an information input initial screen (see FIG. 3A) for making an electronic approval request. In the state where the information input initial screen is displayed, the user (authorization requester) uses the input unit 4 to enter necessary items (“subject”, “request source”, “request destination”, “related party”, “comment”). Etc.). The item to be input is selected by moving a mouse pointer (not shown) on the information input initial screen by operating the input unit 4 (mouse 42), for example. Note that “requester” is not necessarily input because it is a logged-in user. If the configuration is such that no input is made, the name of the logged-in user is displayed from the beginning at a predetermined display position.

  Further, the approval requester selects an electronic book table for which an application for approval is made. As a specific example, the approval requester first selects “Add book table” (click the “Add book table” button) arranged near the middle of the information input initial screen in FIG. Invoke the selection menu. More specifically, when the “book table addition” button is clicked, the overall control unit 10 accesses the database 20 and acquires the file information of the stored electronic book table. The file information referred to here includes electronic book table name information, update date / time information, storage location information, and the like. When the file information of the electronic book table is acquired, the overall control unit 10 causes the display unit 3 to display an electronic book table selection screen. In this electronic book table selection screen, for example, a list of electronic book tables stored in the database 20 is displayed. The approval requester selects the electronic book table using the keyboard 41 or the mouse 42 of the input unit 4 while checking the electronic book table selection screen. Note that the electronic book table to be selected is not limited to one, and a plurality of electronic book tables can be selected.

  When the electronic book table is selected by the approval requester and the electronic book table selection menu is completed, the overall control unit 10 passes the file information of the selected electronic book table to the file information management unit 11. The file information management unit 11 stores the received file information in the file information storage unit 21. Further, the overall control unit 10 causes the display unit 3 to display the contents illustrated in FIG. 3-2. FIG. 3-2 illustrates an example of display contents on the display unit 3 when the approval requester performs the above-described “input of necessary items” and “selection of electronic book table” after the electronic approval program is started. Yes. Figure 3-2 shows that the requester of approval (person A who is logged in) responds to person B with three electronic books (salary payment report / withholding slip-2005.pdf, trial calculation table-2005.pdf). , Balance Sheet-2005.pdf) shows an example of screen display when requesting approval. Note that the approval requester's mark (display of “person A” surrounded by a circle) can be given (displayed) by clicking the “application” button.

  After performing “input of necessary items” and “select electronic book table” as described above, the approval requester clicks the “end” button to complete the electronic approval request operation. When the request for electronic approval is completed, the communication unit 5 of the electronic approval device used by the approval requester uses the electronic approval device (electronic approval program used by the requesting user (person B in the example of FIG. 3-2)). The electronic approval application information is transmitted to the computer system on which is installed. The electronic approval application information includes request information (information indicating request source, request destination, and related parties of electronic approval application) including subject information, requesting user (person A in the example of FIG. 3-2) information, electronic Identification information (for example, the name of the electronic book table, storage location, update date and time), comments, and approval information (application for electronic approval, review, and approval were performed by the user) The information about the contents that the requesting user has input to the electronic approval device is included. The electronic approval application information is generated by the overall control unit 10. In addition, various information included in the electronic approval application information acquires information stored in the file information storage unit 21 or the like via the file information management unit 11 or the like. Alternatively, it is acquired from the work memory area included in the storage unit 2.

  Next, the operation of the electronic approval device when an electronic approval request is received (electronic approval application information is received) will be described. Here, as an example, an operation when electronic approval application information based on the contents of FIG. 3-2 described above is received will be described. In other words, the person in charge B who is the confirmer has the subject line “XX Sports Salary Payment Report / Withholding Form-2005” and the electronic book subject to approval is “XX Sports Salary Payment Report”. -The operation when receiving the electronic approval application information of "withholding slip-2005.pdf, trial calculation table-2005.pdf, loanable table-2005.pdf" will be described.

  When the communication unit 5 receives the electronic approval application information, the overall control unit 10 stores the received information in a predetermined area inside the storage unit 2 by giving an instruction to each unit constituting the control unit 1. For example, the overall control unit 10 passes file information included in the received information to the file information management unit 11, and the file information management unit 11 stores the received file information in the file information storage unit 21. The same applies to approval information and request information. When the file information in the received data includes only the name and storage location of the electronic book table and does not include the update date / time information, the overall control unit 10 determines the update date / time information from the storage location of the electronic book table. Is also transferred to the file information management unit 11 together. At this time, if the database storing the electronic book table is not located in the own device but in another location, the overall control unit 10 accesses the database via the communication unit 5 and displays the update date / time information. get.

  Further, the overall control unit 10 notifies the user by displaying on the display unit 3 content indicating that the electronic approval application information has been received (electronic approval application has been received). Thereafter, when a predetermined electronic approval application content confirmation operation by the user is received via the input unit 4, the overall control unit 10 displays an electronic approval application list screen illustrated in FIG. 4 on the display unit 3. Instead of displaying the electronic approval application list screen after notifying the user and accepting the confirmation operation, the electronic approval application list screen is automatically displayed when the communication unit 5 receives the electronic approval application information. You may do it.

  When the electronic approval application list screen is displayed on the display unit 3, when the information on the electronic approval application (subject) selected by the person in charge B (confirmer) is acquired from the input unit 4, the overall control unit 10 acquires the information. An electronic approval application confirmation screen corresponding to the information is displayed on the display unit 3. The electronic approval application confirmation screen has the contents shown in FIG. 5-1, for example. This electronic approval application confirmation screen has the same display format as the “information input screen for making an electronic approval request” shown in FIG. 3-2. “Subject”, “Requester”, “Approval target electronic book list” "Is displayed. In the list display of the approval target electronic book table, the confirmation status of each electronic book table (determination result of confirmation necessity of each electronic book table) is also displayed. When the communication unit 5 receives the electronic approval application information, the electronic approval application confirmation screen (see FIG. 5) is not immediately displayed instead of temporarily displaying the electronic approval application list screen (see FIG. 4) in accordance with the user operation. 1) may be displayed.

  Here, the reason for displaying the confirmation status of each electronic book table together will be described. For example, in the business of accounting firms, it is necessary to create multiple types of financial electronic books at the end of the fiscal year and submit them to clients. For this reason, as in the example shown in FIG. 5A, the person in charge often applies a plurality of electronic book tables to the senior manager or the like as an application for approval. When a plurality of electronic book tables are applied for approval in this way and all of the electronic book tables are found to be defective, all electronic book tables are returned to the person in charge (authorization requester). Then, the approval requester who has received the refund corrects the deficiencies and applies for approval again. At this time, the electronic book table subject to the application for approval must contain both the electronic book table that was found deficient last time and replaced with a new one (updated), and the same electronic book table that was not found deficient last time and was exactly the same as the previous one. It becomes. From the viewpoint of the confirmer, it is inefficient to reconfirm the electronic book table that has not been updated.

  In consideration of the above situation, the electronic document confirmation necessity determination device according to the present invention is the past confirmation state of the confirmer (the person who received the electronic approval application) about the target electronic book table of the electronic approval application, The confirmation status (necessity of confirmation) of each electronic book table is determined based on the update date / time information of the target electronic book table. Details of the method for determining the necessity of confirmation of each electronic book table will be described later. Then, the confirmation status of each electronic book table is also displayed in the list display of the approval target electronic book table. In this way, when the application is approved again after being sent back, the confirmer easily recognizes which electronic book table has been updated and which has not been confirmed last time. be able to. For example, the electronic approval application confirmation screen display when the electronic book table of the electronic approval application once sent back is updated and the electronic approval application is received again is as shown in FIG. Figure 5-2 shows an example of the electronic approval application confirmation screen displayed when a deficiency was found in the previous confirmation in “Salary payment report / withholding slip-2005.pdf” and the other electronic book tables have been confirmed last time. is there.

  Returning to the explanation of the operation in the state where the electronic approval application confirmation screen is displayed, if the details of the electronic book table listed on the electronic approval application confirmation screen as illustrated in FIG. Select the electronic book table you want to check using the input unit 4 (by clicking the electronic book table name, etc.), and then click the “Display” button to display the selected electronic book table. Is done. Specifically, first, the overall control unit 10 acquires information about the storage location of the selected electronic book table from the storage unit 2. Next, an electronic book table is acquired from the storage location indicated by the acquired information, and the contents are displayed on the display unit 3. The electronic book table is displayed by starting an application corresponding to the file format.

  If the overall control unit 10 determines that the displayed electronic book table has been confirmed by the person in charge B, the overall control unit 10 displays on the display unit 3 that it has been confirmed. Specifically, the display of the confirmation status display column (“Confirm” column) of the electronic book table determined to have been confirmed in the electronic book table list display of the electronic approval application confirmation screen (see FIG. 5-1) is changed from “not yet”. Change to "Done". At the same time, the overall control unit 10 passes the displayed identification information of the electronic book table, date and time information at the time of display, and information of the confirmer to the read information management unit 12. The already-read information management unit 12 associates the received identification information, date / time information, and confirmer information, and stores them in the already-read information storage unit 22 as already-read information. Whether or not the electronic book table has been confirmed by the confirmer (person in charge B) is determined based on, for example, whether or not the electronic book table has been normally displayed. In this case, the confirmer actually determines that the confirmation has been completed even though the confirmation of all the contents of the electronic book table is not completed, which may cause a problem. Therefore, the confirmer can change the display of the confirmation status display column from “completed” to “not yet” by using the input unit 4 as necessary. The change operation is performed by a right-click menu of a mouse, which is also adopted in general application software.

  Person in charge B confirms the details of all the displayed electronic book tables (electronic book tables subject to application for electronic approval), and if there are no deficiencies, puts them in the “Review” and / or “Approval” fields. Approve by giving your own mark, and click the “Finish” button to finish the work.

  On the other hand, if the person in charge B finds an incompleteness in the displayed electronic book table, the person in charge B clicks the “send back” button and sends the electronic approval application back to the requester (person in charge A). Finish the work. At this time, a comment may be entered and then sent back (click on the “send back” button). When the return is performed, the communication unit 5 of the electronic approval device used by the confirmer (person in charge B) sends the electronic approval application return information to the electronic approval device used by the requesting user (person in charge A). Send. The electronic approval application return information includes subject information, requested user (person in charge B) information, identification information (file information) of the electronic book table subject to electronic approval application, comments, information on processing status, and the like. The electronic approval application return information is generated by the overall control unit 10 in the same manner as the electronic approval application information.

  When there is an electronic book table that has not been confirmed (content display is not performed) when the person in charge B sends back, the overall control unit 10 determines the identification information of the electronic book table that has not been confirmed and Only the confirmer information is passed to the read information management unit 12. The already-read information management unit 12 associates the received identification information and confirmer information, and stores them in the already-read information storage unit 22 as already-read information (information that actually indicates an unread electronic book table). In this way, when receiving a second approval request for the same electronic book table, the read information management unit 12 can determine whether each electronic book table has been read. That is, it is determined that the electronic book table corresponding to the identification information associated with the date information is already read (confirmed), and the electronic book table corresponding to the identification information not associated with the date information is unread. . Further, since the read information includes the confirmer information, it is possible to determine who has been confirmed and who has not been confirmed for a specific electronic book table. However, the method for determining whether or not each electronic book table has been read is not limited to this. For example, the read information management unit 12 associates the identification information, the confirmer information, and information indicating whether or not the information has been read and stores the information in the read information storage unit 22 so as to store the stored information (read (Reading information) may be used to make a read determination.

  The requesting user (person in charge A) who has received the refusal corrects the found deficiencies and generates the electronic book table using predetermined application software and the like, and then performs the same procedure as the initial approval request described above. The approval request is again made to the person in charge B. In the second and subsequent approval request procedures for the returned approval application, the electronic book table selected at the time of the previous approval application request is automatically selected. Thereafter, if necessary, the same exchange is performed between the requester (person A) and the requester (person B), and when all the electronic book tables subject to the electronic approval application are completed (in charge) The electronic approval process by the person in charge B is completed).

  Subsequently, after the electronic approval device receives the electronic approval application information, when the electronic approval application confirmation screen (see FIGS. 5-1 and 5-2) is first displayed, the electronic document confirmation necessity determination device according to the present invention is displayed. The operation of determining the confirmation status (necessity of confirmation) of the target electronic book table of the electronic approval application will be described with reference to FIG. FIG. 6 is a flowchart showing an example of an operation for determining whether or not to confirm an electronic approval application target electronic book table.

  First, the overall control unit 10 sends to the read information management unit 12 the identification information and confirmer information (identification information and request destination information included in the received electronic approval application information received) of the electronic book table to be checked for confirmation. )give. Here, the confirming person is a logged-in user (person in charge B). The read information management unit 12 selects one of the identification information received from the overall control unit 10, and acquires the read information corresponding to the selected identification information and confirmer information from the read information storage unit 22. (Step S1). Next, the read information management unit 12 determines whether or not the corresponding electronic book table has been read based on the read information acquired in step S1 (step S2). When it is determined in step S2 that the electronic book table is unread (step S2, No), it is determined that the electronic book table to be determined is a file that needs to be confirmed (step S6), and the determination result is sent to the overall control unit 10. To notify. Here, in step S2, the read information management unit 12 determines that the acquired read information does not include date / time information “unread”, and the acquired read information includes date / time information. Is determined as “read”. In addition, the display of the confirmation status display column (see FIGS. 5-1 and 5-2) in the approval target electronic book table list display of the electronic approval application confirmation screen corresponding to the electronic book table determined to be confirmed is “Not yet”. "

  On the other hand, if the already-read information management unit 12 determines in step S2 that the electronic book table is already read (step S2, Yes), the file information storage unit 21 stores the update date / time information of the electronic book table determined to be read. (Step S3). Then, the date information (read date information) included in the read information acquired in step S1 is compared with the update date information acquired in step S3 (step S4). When the update date and time indicated by the update date and time information is earlier than the read date and time indicated by the read date and time information (Yes in step S4), it is determined that the electronic book table to be determined is a file that does not require confirmation (step S5). ), And notifies the overall control unit 10 of the determination result. On the other hand, when the update date / time is later than the read date / time (step S4, No), it is determined that the electronic book table to be determined is a file that needs to be confirmed (step S6), and the determination result is entirely displayed. Notify the control unit 10.

  The electronic document confirmation necessity determination device repeatedly performs the processes of steps S1 to S6 on all confirmation status determination target electronic book tables (electronic approval application target electronic book tables), thereby all target electronic book tables. Determine the need for confirmation.

  When the determination of the necessity for confirmation is completed for all the confirmation necessity determination target electronic book tables, the overall control unit 10 displays the contents on the display unit 3 (list of approval target electronic book tables on the electronic approval application confirmation screen) The information is reflected in the confirmation status display field in the display) and notified to the user (person in charge B). Specifically, the display of the confirmation status display field corresponding to the electronic book table determined to be unnecessary for confirmation is, for example, “completed”, while the confirmation status display field corresponding to the electronic book table determined to be required for confirmation is displayed. For example, “not yet” is displayed (see FIG. 5B). FIG. 5-2 shows a display example when it is determined that the “trial calculation table-2005.pdf” and “balance sheet-2005.pdf” are not required to be confirmed.

  As described above, in the present invention, when there is an electronic approval application for the user (logged-in user), the electronic approval device needs to be confirmed by the user for each electronic document (electronic book table) to be approved. It was decided to notify the user of the result. As a result, the user can easily determine which electronic document is updated and needs to be reconfirmed when the electronic approval application that has been sent back is received again, and the work efficiency can be improved. .

  The determination of the necessity of confirmation for each electronic document to be approved is based on whether the user who is the confirmer has confirmed the electronic document to be determined before and the update date of the electronic document to be determined. I decided to do it. As a result, for example, after a user once confirms a specific electronic document, the confirmed electronic document is corrected (updated) for some reason (for example, a defect is discovered by another confirmer), When the electronic approval application is received again, it is possible to prevent the user from forgetting to reconfirm the updated electronic document (the electronic document updated after the confirmation is once completed).

  As described above, the electronic document confirmation necessity determination method according to the present invention is, for example, an electronic approval in which an approver approves an electronic document created by a person in charge using an electronic approval terminal connected to a network. Useful for systems, especially when an electronic approval terminal is equipped with a function to determine the necessity of confirmation of each electronic document and notify the result when multiple electronic documents are submitted for approval as a single project. Useful.

Configuration example of a computer system having a function as an electronic document confirmation necessity determination device for realizing the electronic document confirmation necessity determination method according to the present invention and capable of executing the electronic document confirmation necessity determination program according to the present invention FIG. It is a figure which shows the structural example of the electronic approval apparatus containing the electronic document confirmation necessity determination apparatus concerning this invention. It is a figure which shows an example of the information input initial screen for performing an electronic approval request. It is a figure which shows an example of the information input screen for performing an electronic approval request. It is a figure which shows an example of an electronic approval application list screen. It is a figure which shows an example of an electronic approval application confirmation screen. It is a figure which shows an example of an electronic approval application confirmation screen. It is a flowchart which shows an example of the confirmation condition determination operation | movement of an electronic book table | surface.

Explanation of symbols

DESCRIPTION OF SYMBOLS 1 Control part 2 Memory | storage part 3 Display part 4 Input part 5 Communication part 10 Overall control part 11 File information management part 12 Read information management part 13 Approval information management part 14 Request information management part 20 Database 21 File information storage part 22 Read Information storage unit 23 Approval information storage unit 24 Request information storage unit 41 Keyboard 42 Mouse

Claims (8)

In an electronic approval device that constitutes an electronic approval system and can approve or send back an electronic approval application in which a plurality of electronic documents are designated as approval targets, at least one electronic document to be approved once is corrected, An electronic document check necessity determination method for determining the necessity of content confirmation of the plurality of approval target electronic documents including the corrected document when receiving an approval application again,
A read information reading step in which the read information management unit reads the read information from the read information storage unit for determining whether or not the specific determination target electronic document in the approval target electronic document is read; ,
A read determination step in which the read information management unit determines whether the determination target electronic document has been read based on the read information read in the read information read step;
An update date and time information reading step in which the read information management unit reads the update date and time information of the determination target electronic document from the file information storage unit;
Based on the read determination result in the read determination step, the read information read in the read information read step, and the update date information read in the update date information read step, the read information management unit, A reconfirmation necessity determination step for determining whether it is necessary to reconfirm the contents of the determination target electronic document;
Including
In the reconfirmation necessity determination step, when the already-read determination result indicates that “the determination target electronic document is unread”, it is determined that content determination of the determination target electronic document is necessary, and When the read determination result indicates that “the determination target electronic document is already read”, the read date and time indicated by the read date and time information included in the read information and the update date and time indicated by the update date and time information And when the read date / time is earlier than the update date / time, it is determined that the content confirmation of the determination target electronic document is necessary,
An electronic document confirmation necessity determination method characterized by repeatedly executing each of the steps until determination results are obtained for all electronic documents to be approved.   2. The electronic device according to claim 1, wherein the read determination step determines that the determination target electronic document is already read when the read information includes read date information. Document confirmation necessity judgment method.   In the update date and time information reading step, when it is determined in the already-read determination step that the determination target electronic document is already read, the update date and time information of the determination target electronic document is read from a file information storage unit. The electronic document confirmation necessity determination method according to claim 1 or 2. In an electronic approval device that constitutes an electronic approval system and can approve or send back an electronic approval application in which a plurality of electronic documents are designated as approval targets, at least one electronic document to be approved once is corrected, An electronic document confirmation necessity determination device for determining the necessity of content confirmation of the plurality of approval target electronic documents including the corrected document when receiving an approval application again,
Read information storage means for storing read information for determining whether or not a specific determination target electronic document in the approval target electronic document has been read;
A read determination unit that determines whether the determination target electronic document has been read based on the read information stored in the read information storage unit;
File information storage means for storing file information including update date and time information of the determination target electronic document;
Whether the content of the determination target electronic document needs to be reconfirmed based on the read determination result by the read determination unit, the read information, and the update date / time information stored in the file information storage unit Re-confirmation necessity determination means for determining whether or not,
With
The reconfirmation necessity determination unit determines that the determination of the content of the determination target electronic document is necessary when the read determination result by the read determination unit indicates that the determination target electronic document is unread. In addition, when the read determination result by the read determination unit indicates that “the determination target electronic document is already read”, the read date and time information included in the read information indicates Comparing the date and time with the update date and time indicated by the update date and time information, if the read date and time is earlier than the update date and time, it is determined that the content confirmation of the determination target electronic document is necessary,
An electronic document confirmation necessity determination device, wherein the already-read determination unit and the reconfirmation necessity determination unit repeatedly execute processing until determination results are obtained for all approval-target electronic documents. The read determination means, wherein if it contains already読日time information in the read information, according to claim 4, wherein the determination target electronic document and judging that the read Electronic document confirmation necessity judgment device. 6. An electronic approval apparatus comprising the electronic document confirmation necessity determination device according to claim 4 or 5 , wherein a determination result by the reconfirmation necessity determination means is displayed on a display unit and notified to a user. An electronic approval system comprising a plurality of electronic approval devices according to claim 6 , wherein the plurality of electronic approval devices are connected to each other via a network. An electronic document confirmation necessity determination program for causing a computer to execute each step of the electronic document confirmation necessity determination method according to claim 1, 2 or 3 .

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