JP4960430B2 - Information management system - Google Patents

Description

  The present invention relates to an information management system that collectively manages information generated by a plurality of business applications.

  In general, since a certain business is composed of a plurality of different functions, it is necessary to manage information generated by a business application for each function when managing this business.

  For example, regarding a customer service related to a certain product, it is necessary to manage a service request for managing a request from a customer and manage an action for the request. In service request management, the customer name, date and time of request occurrence, request contents, and so on are managed. In action management, management is performed according to action contents, for example, actions such as repair and parts ordering. As for repair, it is necessary to manage the name of the service person and the dispatch date, and in ordering parts, it is necessary to manage what parts are ordered when, the delivery date, etc. Such management is performed using a business application preset in the computer.

  In this way, when a plurality of tasks are shared and processed by each business application, it has been proposed to provide a search list screen for each application and to be able to grasp the current business status for each application (for example, Patent Document 1).

JP 2008-27079 A

  However, data generated for each application is generally searched and information is referred to by the search function of each application, and it is difficult to centrally manage actions across applications.

Thus, when managing the information produced | generated for every some application, the matter shown below is desired.
-I want to automatically compile related data for the generated data.
・ I want to centrally manage the data generated by each functional block.
・ I want to smoothly transition to each function from the top screen of the information management system.
・ I want to flexibly change my ToDo and my team's ToDo.
・ I want to make my own ToDo.
・ I want to see data from the registrant, person in charge, approver, etc.

  In response to these demands, the present invention realizes centralized management of data generated by each application, and further dynamically derives a function for executing the next action to support improvement of usability. The purpose is to provide a system.

  The information management system of the present invention is an information management system that has a plurality of applications that manage tasks having different functions from each other and generate information related to the tasks, and that integrally manages the information generated by the plurality of applications. Among the information generated by each application, a master having a binding rule table in which rules for bundling mutually related information are set in advance, and the rules set in the binding rule table, the respective applications A binding means for bundling the information generated in step 1 for each newly assigned integrated action ID based on a preset order, and an integrated action table for managing information bound by the integrated action ID by the binding means; This integrated action table From information managed by, characterized in that the information corresponding to the login condition to the system and a display control means for displaying the display screen for each of the integrated action ID.

  In the present invention, the display control means incorporates information belonging to another specific integrated action ID among information to be displayed for each integrated action ID into information belonging to a specific integrated action ID, and the specific integrated action ID. The information may belong to the above-described order.

  Further, according to the present invention, the master has a work derivation master in which the next function to be performed and its display comment are set for each piece of information corresponding to the function type and the status indicating the current state. The display control means can select and select any one of the information for each integrated action ID displayed on the display screen, and the function and current status of the selected information can be selected. It may be configured to have a function of taking out the next function corresponding to the above and its display comment from the work derivation master and displaying them on the display screen.

  Further, in the present invention, the display control means causes the next function extracted from the work derivation master to be displayed as an operation button on the display screen, and a display comment corresponding to the operation button is operated. May be displayed.

  According to the present invention, the “integrated action ID” is defined for the data generated by each application, thereby realizing the unified management of these. Furthermore, it is possible to support improvement in usability by associating actions to be performed simultaneously and dynamically deriving a function for executing the next action.

1 is a schematic configuration diagram illustrating an embodiment of an information management system according to the present invention. It is a figure explaining the bind process in one embodiment same as the above. It is a figure explaining the information produced | generated by each application before binding in one Embodiment same as the above. It is a figure explaining the bind process in one embodiment same as the above in detail. It is a figure explaining the work derivation master used for one embodiment same as the above.

  Hereinafter, an embodiment of an information management system according to the present invention will be described in detail with reference to the drawings.

  FIG. 1 shows a schematic configuration of an information management system 10 in this embodiment. This information management system includes a computer and peripheral devices such as a storage device.

  The information management system 10 has a plurality of applications A to G that manage tasks having different functions, and generates information related to the tasks, and integrally manages information generated by the plurality of applications A to G. It is an information management system. In the figure, 11 indicates functions of the applications A to G, and 12 indicates information generated by the applications A to G.

  The binding means 13 newly assigns the information 12 generated by the applications A to G according to the rules set in the bind rule table 14 as shown in FIGS. 2 to 4 (details will be described later). Bundling based on a preset order for each integrated action ID. The bind rule table 14 is provided in the master 15 that stores various rules and data, and rules for bundling the information 12 related to each other among the information 12 generated by the applications A to G are set. Yes. The integrated action table 17 manages information bound by the integrated action ID by the binding means 13.

  Information managed by the integrated action table 17 is displayed on the display screen 19 by the display control means 18. The display control unit 18 retrieves information corresponding to the designated person in charge from the integrated action table 17 when logging in to the system 10 by specifying a login condition, for example, a person in charge, and displays the display screen 19 for each integrated action ID. Display above.

  Further, the display control means 18 is configured so that any one of the information for each integrated action ID displayed on the display screen 19 can be selected and indicated by hatching with a mouse (not shown). Yes. The selected information has the function of taking out the next function corresponding to the function and the current status and the display comment from the work derivation master 20 and displaying them on the display screen 19. The work derivation master 20 is provided in the master 15, and as will be described later with reference to FIG. 5, for each piece of information 12, the status indicating the function type and the current status, and what to do in response to this status The following functions and their display comments are set.

  In the above configuration, in the present invention, data generated for each of the applications A to G for each function 11 is centrally managed as an “integrated action list”. That is, it has a function of assigning and managing “integrated action ID” and “order NO” on the integrated action table 17 for integrating data generated by the applications A to G. For this purpose, the integrated actions are automatically bundled based on the binding rules that have been mastered in advance. Then, using the “integrated action ID” and “order NO” as keys, an “integrated action list” for centrally managing data generated by each function is displayed on the display screen 19 having a user interface function.

  First, these functions will be described with reference to FIGS. In FIG. 2, it is assumed that information 12 (only 12A1, 12B1, and 12C1 are shown in the example in the figure) is individually generated from each of the applications A to G shown in FIG. The binding means 13 bundles information related to each other (12A1, 12B1, and 12C1 in the example shown in the figure) according to the rules set in the bid rule table 14.

  In the bind rule table 14, rules are set such that each action is associated with a service request as a key. For this reason, the contents of “service request classification”, “order NO”, and “function type” are defined. That is, “repair”, “inspection”, “installation”, “quality measures”, and the like are defined as “service request classification”, and binding is performed for each “service request classification”. For example, when “Service Request Classification” is “Repair”, there are three “Service Request”, “Parts Order”, and “Work” as “Function Type” of information. “0”, “Parts order” is “1”, and “Work” is “2”.

  The binding means 13 performs binding for each “service request classification” classification in accordance with the binding rules set in the binding rule table 14.

  Here, from the application A, the “function type” is “service request”, the “service request classification” is “repair (request NO: S0001)”, and the person in charge: XXX information 12A1 is generated. To do. From application B, “function type” is “work (work NO: A0001)”, request NO: S0001, action classification: “repair”, person in charge: XXX, replacement parts required for work: PPP1 Information 12B1 is generated. Furthermore, from the application C, the “function type” is “part order (part order NO: P0001)”, work NO: A0001, request NO: S0001, part order classification: normal part, replacement part: PPP1, : XXX information 12C1 is generated.

  For example, when the binding means 13 binds with respect to the classification “repair”, in the example shown in the figure, the information 12A1 has “function type” “service request”, “service request classification” “repair”, and request NO: S0001. With this as a key, the information with the request NO: S0001 is bound. The information 12B1 is bound because “service request classification” is “work”, work NO: A0001, and request NO: S0001. The information 12C1 is bound because “service request classification” is “part order”, part order NO: P0001, work NO: A0001, and request NO: S0001. These binding orders NO are defined in the binding rule table 14 as “service request” “0”, “parts order” “1”, and “operation” “2”. (In the example in the figure, they are bound in the order 12A1, 12C1, 12B1).

  The information bound by the binding means 13 is numbered with an integrated action ID (I000001 in the example in the figure), and the request NO (S0001 in the example in the figure) as a key and the person in charge (example in the figure). XXX) is added and stored in the integrated action table 17 shown in FIG. 1 for each integrated action ID.

  The binding process will be described in detail with reference to FIGS. FIG. 3 shows a list of data images (header information) generated by the applications A, B, C, and G, respectively. In the figure, reference numeral 12A denotes a service request information list generated by the application A, which has a function of managing the requested items from the customer and serves as a parent (key) in the entire system. Reference numeral 12B denotes a work information list generated by the application B, and has a function of managing work actually performed on a service request (work performed by a service engineer). 12C is an information list related to part ordering generated by the application C, and has a function of managing the ordering of replacement parts generated in the work. 12G is information related to the delivery device generated by the application G, and has a function of associating and managing the customer and the delivery device after the new installation.

  These information lists 12A, 12B, 12C, and 12G have items related to “key NO”, “classification” of each function, “status”, “expiration date”, “person in charge”, and “remarks” representing the current state, Further, the information list 12A related to the service request and the information list 12B related to the work have an item “customer”, the information list 12C related to the delivered device has an item “customer”, and the information list related to the delivered device is “installed”. Have items.

  In binding these pieces of information, the binding means 13 first creates an integrated action list (before binding) 17a as shown in FIG. Since the integrated action list 17a is before binding, the information list 12A, 12B, 12C, 12G shown in FIG. 3 is simply integrated. As items, “integrated action ID” and “order NO” are newly provided. Since these items are before binding, “integrated action ID” is sequentially numbered from I000001 to I000018 in the order of data, and “order NO” is all “0”. Other items include “function issuance NO” corresponding to FIG. 3 (corresponding to “key NO” in FIG. 3), “classification within function” (corresponding to “classification” in FIG. 3), “status within function” ( 3), “time limit”, “person in charge”, and “remarks”.

  Next, the binding means 13 binds the action by the automatic logic according to the rules set in the bind rule table 14, and creates a bound action list 17b. In binding, information having “service request” as “function type” is bound as a key. For example, the information with the “integrated action ID” I000001 has the “function type” “service request”, which is a key. That is, since the “function issue NO” is S0001, the key NO is request NO: S0001.

  In the example of the figure, in the integrated action list 17a before binding, the information of “Integrated action ID” is I000006, “Function type” is “Work”, and “Function issue NO” is A0001, as shown in FIG. It is assumed that request NO: S0001 is attached to. For this reason, as shown in the bound action list 17b, the “integrated action ID” is bound as I000001. In addition, in the integrated action list 13a before binding, the information “integrated action ID” is I000011, “function type” is “part order”, “function issuance NO” is P0001, and the request as shown in FIG. NO: S0001 shall be attached. For this reason, as shown in the bound action list 17b, the “integrated action ID” is bound as I000001. That is, these three pieces of information are bound as “integrated action ID: I000001”. The “order NO” of these three pieces of information is “0” for “function type” “service request”, “1” for “part order”, “work” according to the rules of the bind rule table 14. "Is" 2 ".

  Hereinafter, “integrated action IDs: I000002, I000003, I000004, I000005” are similarly bound.

  Next, when the login information to the system 10 shown in FIG. 1 is input by the user using a keyboard (not shown), the display control means 18 is integrated on the screen 19 based on the input login information. Corresponding information is extracted from the integrated action table 17 to display the action list. For example, when the person in charge: XXX is specified in the login information, the integrated action list 17 c regarding the person in charge: XXX is extracted from the integrated action table 17. That is, the display control means 18 extracts information corresponding to the login condition to the system 10 from the information managed by the integrated action table 17 and displays the information on the display screen 19 for each integrated action ID.

  At this time, the display control means 18 removes the already completed action (integrated action ID: I000001 in the example in the figure) from the integrated action list 17 c regarding the person in charge: XXX and displays it on the display screen 19. Let Also, the user can manually integrate actions and set the order. 17d is an action list after adjustment by the user, and recombination is performed to “order” parts necessary for “installation” and parts necessary for “repair” at the same timing.

  That is, the display control means 18 incorporates information belonging to another specific integrated action ID into information belonging to a specific integrated action ID among the information displayed for each integrated action ID, and belongs to the specific integrated action ID. The information can be rearranged as information. In the example of the figure, “integrated action ID: I000005, order NO: 1, function issuance NO: P0005” in the action list 17c before recombination, and “integrated action ID: I000003, Order NO: 2, function issue NO: P0005 ”. The “order NO” of other actions related to this recombination is also changed as shown in the figure. On the display screen 19, as shown in FIG. 1, the adjusted action list 17d is displayed.

  Next, a description will be given of a case where guidance on what to do next is performed by designating an arbitrary action in the action list 17d displayed on the display screen 19. For example, as shown in FIG. 1, when the action (hatched portion) on the second line from the top of the action list 17d displayed on the display screen 19 is designated by a mouse or the like not shown, the display control means 18 designates this designation. For the action (information), the next function corresponding to the function and the current status and the display comment thereof are taken out from the work derivation master 20 and displayed on the display screen 19.

  As shown in FIG. 5, the work derivation master 20 is configured with a mechanism for deriving a function to be used next for a selected action and a message prompting the use of the function. That is, the table 20a in which the “function type” of each action and the “status” indicating the current status are set, and the table in which the next function to be performed corresponding to this status and its display comment are set. 20b.

  Therefore, for example, when the “function type” of the designated action indicated by hatching in FIG. 1 is “part order” and the “status” indicating the current state is “unpublished”, “management NO: 0000009” in the table 20a. "Is specified, and" Message management NO: 0000010 "in the table 20b corresponding to this is selected. Therefore, the display control means 18 extracts the “function name” of “message management NO: 0000010” and its “message (display comment)” from the table 20 b and displays them in the display area 19 a of the display screen 19. In this case, as shown in FIG. 1, “function name” may be displayed as an operation button, and a corresponding display comment may be displayed when the operation button is operated.

  As described above, since the function to be used next and the message prompting the use of the function are derived for the selected action, it is possible to support the improvement of usability. In other words, because the database manages the usage function and message mapping definition according to the combination of the type of integrated action (source application and the management type in it) and status, this usage function and message mapping definition The next action (usage function) corresponding to the type and status of the integrated action can be automatically derived.

  Thus, according to the present invention, actions to be managed can be grasped in an integrated manner without starting each application. In addition, since actions to be performed are automatically derived, it is possible to prevent omission of actions. Furthermore, the system can automatically derive the function to be used next for the selected action.

DESCRIPTION OF SYMBOLS 10 ... System 11 ... Application function 12 ... Information generated by application 13 ... Binding means 14 ... Binding rule table 15 ... Master 17 ... Integrated action table 18 ... Display control means 19 ... Display screen 20 ... Work derivation master

Claims (4)

An information management system for managing tasks having different functions from each other, having a plurality of applications for generating information related to the tasks, and integrating and managing information generated by the plurality of applications,
Among the information generated by each application, a master having a bind rule table in which rules for bundling information related to each other are set in advance,
Binding means for bundling the information generated by each application according to the rules set in the bind rule table based on a preset order for each integrated action ID to be newly assigned,
An integrated action table for managing information bound by the integrated action ID by the binding means;
From the information managed by this integrated action table, display control means for displaying information corresponding to the login condition to the system on the display screen for each integrated action ID,
An information management system characterized by comprising:   The display control means incorporates information belonging to a specific integrated action ID into information to be displayed for each integrated action ID, and includes information belonging to another integrated action ID as information belonging to the specific integrated action ID. The information management system according to claim 1, wherein the information can be rearranged. The master has a work derivation master in which the next function to be performed and the display comment thereof are set for each piece of information corresponding to the function type and the status indicating the current state,
The display control means can select and instruct an arbitrary one of the information for each integrated action ID displayed on the display screen, and the selected information corresponds to its function and current status. The information management system according to claim 1, wherein the information management system has a function of taking out the next function and the display comment thereof from the work derivation master and displaying them on the display screen.   The display control means displays on the display screen the next function extracted from the work derivation master as an operation button, and displays a corresponding display comment when the operation button is operated. The information management system according to claim 3.

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