JP5429839B1 - Staff support system - Google Patents

Abstract

An object of the present invention is to manage a large number of personal information in a batch so that a plurality of staff can update and browse at a plurality of locations, and each staff does not require human effort, and can be obtained from a large number of personal information at any location. To provide a staff support system that enables users to accurately grasp and refer to personal information existing in a place in a short time.
A server having storage means for storing personal information and information processing means for processing personal information, and a plurality of terminals for displaying and inputting the personal information. The information processing means communicates with the terminal. The exit / exit management function that manages the exit / exit of individuals, and the processing, output, and editing of only the personal information that actually exists at the location where the terminal is used, and the personalized information can be output as icons Have a friendly staff support function.
[Selection] Figure 1

Description

  The present invention relates to a staff support system having a server that manages personal information and a plurality of terminals that communicate with the server and display and input personal information.

Conventionally, personal information such as a large number of customers in stores, a large number of users in physical education facilities, medical facilities, nursing care facilities, etc., a large number of employees in companies, etc. is accumulated and managed on a server, and the staff is these customers and users. Various staff support systems that refer to personal information of employees and the like are well known.
For example, as a system in which staff (store staff, employees) refer to information on a large number of customers in stores, etc., a headquarter server installed in the headquarters and a store terminal installed in a plurality of stores and connected to the headquarters server via communication lines And a staff support system (customer management system) composed of a portable terminal possessed by a staff (store clerk, employee) of each store and connected to the headquarters server or the store terminal via a communication line (Patent Document 1). reference.).

In this known staff support system (customer management system), the store terminal stores a store database storing personal information (electronic medical record) about the customer, and the headquarter server stores personal information (electronic medical record) corresponding to the store database. Has a headquarters database.
Personal information (electronic medical records) in the store database can be updated from the headquarters server or mobile terminal, and the store database and headquarters database are synchronized based on the updated contents, and are carried by staff (sales staff, employees) In response to a browsing request from the terminal, personal information (electronic medical chart consisting of handwritten image data) read from the headquarter database is transmitted.

  In this way, personal information of many customers who visit a plurality of stores can be stored, and the stored customer's personal information can be viewed and updated in each store. , Efficiently manage information about customers who visit each store among multiple staff (employees) in the store, between multiple stores, or between the store and the headquarters, and provide meticulous customer service It is something that is going to be realized.

JP 2011-243150 A

  However, in the known technology as described above, when a large number of customers visit the same store at short intervals and stay at the same time, the corresponding staff identifies and possesses each customer. It takes time to request browsing and confirm the personal information sent, and it has been difficult to provide detailed services in a short time.

  In order to be able to perform these tasks in a short time, it may be possible to make a list display on the terminal and make selections, improve communication response, etc., but the corresponding staff can reliably identify the customers who visited the store For example, if there are shifts in stores, times, etc., where many staff are in charge, stores where each customer visits, or if the time is not constant, the customers who visit the store immediately There was a problem that it was difficult to specify and the system itself could not be used.

It is common to take measures to improve such problems by each staff making efforts to learn customers individually, and each staff's personal abilities, efforts, and education to each staff There was no choice but to rely on human behavior such as organizational management.
However, there are limitations to the methods that depend on the actions of these people. For example, in the case of a usage pattern in which a large number of staff members randomly correspond to a large number of customers visiting unspecified places and time, There was a problem that the use would be impossible.

  The present invention has been made in view of the above-described circumstances, and manages a large amount of personal information in a batch so that a plurality of staff can be updated and viewed at a plurality of locations, and each staff needs to make human efforts. It is an object of the present invention to provide a staff support system that can reliably grasp and refer to personal information that actually exists at a given place from a large number of pieces of personal information in a short time.

  The invention according to claim 1 is a staff support system having a server that manages personal information and a plurality of terminals that communicate with the server to display and input personal information, and the server includes the personal information Storage means for storing information, and information processing means for processing and outputting the personal information and receiving and processing and storing the input from the terminal. The personal information includes personal basic information and personal storage information. And the information processing means communicates with the terminal to enable processing, output and editing of the information stored in the storage means, and communicates with the terminal to a predetermined place of the individual. The exit / exit management function unit for managing the exit / exit of the terminal, and processing, outputting, and editing of only the personal information that actually exists at the location where the terminal is used by communicating with the terminal, and the personal storage information is converted into an icon Output possible By having staff support function unit, it is intended to solve the above problems.

In the invention according to claim 2, in addition to the configuration of the staff support system according to claim 1, the personal storage information is classified for each preset attribute, and the terminal The above-described problem is solved by configuring the icons to be output so that they can be displayed vertically or horizontally for each individual and for each attribute.
In addition to the configuration of the staff support system described in claim 2, the invention according to claim 3 is configured such that the icons can be displayed in the same color vertically or horizontally for each attribute. Thus, the problem is solved.
In the invention according to claim 4, in addition to the configuration of the staff support system described in claim 2 or claim 3, the staff support function unit is converted into an icon when personal information is requested from the terminal. The above-described problem is solved by having a function of outputting predetermined personal information including personal storage information that has not been stored.

The invention according to claim 5 is configured such that, in addition to the configuration of the staff support system according to claim 4, the staff support function unit is configured to receive input of personal accumulation information from the terminal. The above-mentioned problem is solved.
In the invention according to claim 6, in addition to the configuration of the staff support system according to any one of claims 1 to 5, the plurality of terminals include touch input means on a display screen. The problem is solved by including a portable terminal that can communicate with the support function unit.
According to the seventh aspect of the invention, in addition to the configuration of the staff support system according to any one of the first to sixth aspects, the plurality of terminals include a card reader and an overall management function unit and the output unit. The problem is solved by including a management terminal capable of communicating with the withdrawal management function unit.

In the invention according to claim 8, in addition to the configuration of the staff support system described in claim 6, the portable terminal has a card reader and can communicate with the staff support function unit and the exit / exit management function unit Therefore, the above-mentioned problem is solved.
According to the ninth aspect of the present invention, in addition to the configuration of the staff support system according to any one of the first to eighth aspects, the personal information includes personal related information indicating relevance of a plurality of individuals. The staff support function unit has a function of collating personal related information of individuals who are simultaneously present in the same place, and upon receiving the collation result output of the staff support function unit, The above-mentioned problem is solved by being configured to be able to display the relevance of a plurality of individuals who are actually present at the place.

According to the tenth aspect of the present invention, in addition to the configuration of the staff support system according to any one of the first to ninth aspects, the personal storage information includes personal exit / exit history at a predetermined location, staff The information processing means solves the problem by having a function of processing the personal history information in a time series and classifying it into a plurality of attributes.
According to the eleventh aspect of the present invention, in addition to the configuration of the staff support system according to any one of the first to tenth aspects, the personal accumulation information is acquired when an individual actually exists at a predetermined place. The information processing means includes a function of calculating a time-dependent change of the personal numerical information and dividing it into a plurality of attributes, thereby solving the above-mentioned problem. It is.
In the invention according to claim 12, in addition to the configuration of the staff support system according to any one of claims 1 to 11, the personal accumulation information is input when an individual actually exists at a predetermined place. The information processing means includes the personal status information related to the individual, and the information processing means has a function of classifying the personal status information into a plurality of attributes, thereby solving the problem.

According to the staff support system of the invention according to claim 1, the information processing means communicates with the terminal and has an exit / exit management function unit for managing the exit / exit of a person to a predetermined place. Can identify individuals who exist in a given location and need to be addressed by staff from employees, employees, etc. It becomes.
Individuals such as customers, users, employees, etc. may enter their own or staff at specified locations, or read bar codes, magnetic cards, IC cards, etc. Alternatively, it may be managed by automatically reading by an RFID or the like possessed by an individual, or may be acquired from prior reservation information and managed.
In addition, by having a staff support function that can process, output, and edit only personal information that actually exists at the location where the terminal is used, and that personalized information can be output in the form of icons, the staff can become customers, users, and employees. When referring to personal information to deal with individuals such as employees, it is possible to display only personal information that actually exists at the point of use at that time in a list display etc., for example, facial photos etc. as personal information If displayed, the staff can easily identify an individual, and can easily access personal information to be handled.

Furthermore, by making it possible to output personal storage information as an icon, for example, it can be displayed visually recognizable as an image on a list display screen of a plurality of individuals that actually exist in the place of use. It is possible to grasp personal information that should be handled in a very short time without being acquired and displayed.
In this way, each staff member can cope with a usage pattern in which a large number of staff members randomly correspond to a large number of customers, users, employees, etc. visiting unspecified places and times. It is not necessary to make a human effort to identify the individual who should be, and it is possible to accurately and quickly grasp personal information that exists and needs to be dealt with from a large number of personal information at any location in a short time. Service can be realized.

According to the configuration of the present invention, the personal storage information is divided for each preset attribute, and the icons can be displayed vertically or horizontally for each individual, for each attribute. The staff can conceptually quickly grasp the personal information of customers, users, employees, etc. that exist at the place of use from the list display etc., for example, visually the overall situation such as whether there are individuals who should specially respond It becomes possible to grasp, and it becomes possible to realize a more detailed service.
For example, by providing information with attributes that require attention, if there are individuals with many icons with such attributes in a list display etc., it can be recognized and judged at a glance as an image. It is possible to respond accurately.
According to the configuration of the third aspect of the present invention, the icons can be displayed vertically or horizontally in the same color for each attribute, so that the overall situation can be more visually and quickly displayed by the staff. It becomes possible to make a judgment and to realize a more detailed service.
According to the configuration described in claim 4, when personal information is requested from the terminal, the staff has a function of outputting predetermined personal information including personal storage information that is not iconified, so that the staff can Therefore, it is possible to browse detailed information in order to deal individually with each other, and it is possible to realize a more detailed service.

According to the configuration described in claim 5, the staff support function unit is configured to accept input of personal accumulation information from the terminal, so that when the staff individually responds to the individual, It is possible to input and change information that reflects the results that are handled on site, and it is possible to store and manage more accurate and up-to-date personal information.
According to the configuration described in claim 6, the plurality of terminals include the portable terminals that have the touch input means on the display screen and can communicate with the staff support function unit, so that each staff carries the portable terminals. As a result, personal information can be browsed and input freely and freely at any location, and can be browsed and input more quickly, and responses to individuals such as customers, users, and employees can be made more quickly. This makes it possible to provide more detailed services.
According to the configuration of the present invention, the plurality of terminals include a management terminal that has a card reader and can communicate with the overall management function unit and the exit / exit management function unit, so that customers, users, employees By placing the card in a specific location that is easily accessible to individuals (eg, near the entrance), it is easy for customers, users, employees, and other individuals or staff to use the card reader to easily leave or leave the location. It becomes possible to input information.

According to the configuration described in claim 8, the portable terminal has a card reader and can communicate with the staff support function unit and the exit / exit management function unit, so that it can be used outdoors or in a place where it is temporarily used. Even if it exists, it becomes possible to input the information of exit / exit of individuals such as customers, users, employees, and the like.
According to the configuration described in claim 9, the staff support function unit has a function of collating personal related information of individuals who are simultaneously present at the same place, and a plurality of screens of the terminal are present on the terminal screen. It is possible to deal with a plurality of existing individuals more finely by being configured to be able to display the relevance of each individual.
For example, by accumulating friendships, hostile relationships, family relationships, etc. as personally-related information, the staff browses personal information such as customers, users, employees, etc. that happened to exist simultaneously in the same place. It is possible to take a response with reference to the information.

According to the configuration of the present invention, the personal storage information includes personal history information related to a person's exit / exit history at a predetermined location and support history by the staff, and the information processing means converts the personal history information into time series. By having a function to process and categorize into multiple attributes, it is possible to store information that is classified into predetermined attributes and converted into icons without input by staff, thereby realizing more detailed services Is possible.
According to the configuration of claim 11, the personal storage information includes the digitized personal numerical information related to the individual acquired when the individual exists at a predetermined location, and the information processing means includes the personal numerical value By having a function to calculate the change over time of information and classify it into multiple attributes, the staff does not need to examine the trend over time and the staff does not need to determine which attribute to classify. Accurate and up-to-date personal information can be stored and managed.
For example, if you are a customer of a store, enter the purchase amount at that time, the measured value for the human body if you are a user of a physical education facility, medical facility, nursing care facility, etc., if you are an employee of a company, etc. With this, it is possible to automatically determine whether the product is good or not, and to classify the information into attributes and store them.
According to the configuration of the present invention, the personal storage information includes personal status information related to the individual that is input when the individual actually exists at a predetermined location, and the information processing means includes a plurality of the personal status information. By having the function to classify the attributes, it is not necessary for the staff or individuals to determine which attribute to classify even when the staff or individuals input information, and more accurate and up-to-date personal information is stored and managed. It becomes possible to do.
For example, by preparing the satisfaction of individuals such as customers, users, employees, etc. at the time of leaving in a standard input format, it is possible to automatically judge pass / fail and caution, and classify the information into attributes It becomes possible to accumulate.

The conceptual diagram which shows the basic composition of one Embodiment of this invention. The hardware block diagram of one Embodiment of this invention. The (a) list screen and (b) detail screen of the portable terminal of one Embodiment of this invention.

  The present invention is a staff support system having a server that manages personal information and a plurality of terminals that communicate with the server to display and input personal information, and the server includes storage means for storing personal information; And information processing means for processing and outputting personal information and receiving and processing and storing input from the terminal. The personal information includes personal basic information and personal stored information. An overall management function unit that enables processing, output, and editing of information stored in the storage means through communication, and an exit management function unit that communicates with a terminal to manage exit / exit of individuals to a predetermined place, And a staff support function unit that can process, output, and edit only personal information that exists in the place where the terminal is used by communicating with the terminal, and that can output personalized information as an icon. personal information It is managed in a lump and can be updated and viewed by multiple staff at multiple locations, and each staff does not require human effort, and from a large number of personal information at any location, personal information existing in that location can be shortened. Any specific configuration may be used as long as it can be surely grasped and referred to in time.

For example, the specific form of the server may be anything, may be provided independently on the communication network, or may be used as one of a plurality of terminals. These functions may be distributed to a plurality of terminals, and the server may be logically provided as a whole.
In addition, the specific form of the terminal may be anything, depending on the type of industry in which this system is used, the function required by the staff to use, the place where it is used, the form of use, etc. Any device such as a notebook computer, a tablet terminal, a smartphone, or a mobile phone may be used.
In particular, a portable terminal used by a staff member who refers to personal information while directly dealing with an individual at each place of use is preferably a tablet terminal.
In addition, each management terminal and mobile terminal may have appropriate settings such as limiting the scope of browsing, inputting, updating, etc. for personal information according to the location used, usage pattern, etc. Of course, appropriate settings may be made for each staff member who uses these restrictions.

As shown in FIG. 1, a logical basic configuration of a staff support system according to an embodiment of the present invention is a server 110 that manages personal information, and communicates with the server 110 to display and input personal information. A plurality of terminals (management terminal 121, portable terminal 122) are provided.
The server 110 includes a storage unit 115 that stores personal information, and an information processing unit 111 that processes and outputs the personal information, and receives and processes and stores the input from the terminal.
The information processing unit 111 communicates with the management terminal 122 and communicates with the card reader 123 and the like via the management terminal 122 and the overall management function unit 112 that enables processing, output, and editing of information stored in the storage unit 111. The exit / exit management function unit 113 for managing the exit / exit of a person to / from a predetermined location, and processing, output, and editing of only personal information that actually exists in the place where the mobile terminal 122 is used by communicating with the mobile terminal 122 It has a staff support function unit 114 that can output personalized information as an icon.

As shown in FIG. 2, the hardware configuration of the staff support system according to an embodiment of the present invention includes a server 110 and a management terminal 121 in a management location 101 such as a head office of the system operating entity or a separately contracted system operating company. Are arranged, and a management terminal 121 and a portable terminal 122 are arranged in a plurality of use places 102 corresponding to customers such as sales offices and stores.
The management place 101 and the plurality of use places 102 are connected by known communication means such as the Internet, and the mobile terminal 122 of each use place 102 is connected by wireless communication means provided in the use place 102.
As a data security measure in the communication means, a known means such as VPN is used.
In addition, a bar code reader 123 is connected to the management terminal 121 arranged in the use place 102, and a customer's etc. card is read to manage exit / exit of the customer etc.

In each use place 102 (the management place 101 when the management place 101 is the head office or the like of the operating entity), the staff S of the operating entity of this system operates the management terminal 121 and the portable terminal 122 to personal information such as customers. Can be viewed, entered, and managed as appropriate.
At this time, setting of the authority range for browsing / input / management of personal information of each management terminal 121 and portable terminal 122, and setting of the authority range for browsing / input / management of personal information by each staff S who uses them May be designed arbitrarily according to the form of use and purpose of use by appropriately combining known means such as authority management by software and authority management by ID input at the time of use.

As described above, with respect to the usage form of the staff support system according to the embodiment of the present invention configured as described above, the operating body of the system has a plurality of sports gyms as a plurality of use places 102, and each gym has a staff S. As an example, a plurality of instructors are arranged, and the gym user pays a predetermined membership fee and registers as a member, and an arbitrary gym is available at an arbitrary time. .
The personal information of each member is entered at the management terminal 121 at the time of enrollment and stored in the server, and each member is given an individual ID, and a card in which the ID is recorded with a barcode is assigned to each member. Or it is loaned.

When a member uses the gym, the visitor's information is sent to the server 110 by reading the card at the time of admission, and the card is read again at the time of leaving, or the staff S leaves by entering the member's history information. Is sent to the server 110.
The instructor who is the staff S of the gym is in charge of supporting and instructing members who have visited the gym, carry the tablet terminal that is their own portable terminal 122, and refer to the member information from the portable terminal 122 By doing so, it is possible to perform an optimum response to the member.

Here, it is difficult for each instructor to grasp all the many members who can use an arbitrary gym at an arbitrary time, and when referring to the server 110 by using the tablet terminal to refer to the information on the members. In addition, it is extremely difficult for each member to perform quickly while performing the minute menu.
Therefore, in the present invention, it is possible to process, output, and edit only the personal information that actually exists at the place where the tablet terminal is used, and to display the personally stored information as an icon so that it can be visually recognized as an image. In addition, it is possible to grasp the status of each member to be handled in a very short time without displaying the personal information of each member in detail.

One embodiment of the screen of the tablet terminal which is the most characteristic configuration of the present invention will be described below.
First, on the list screen of the tablet terminal, as shown in FIG. 3A, only necessary items of personal information of members who are visiting at that time are displayed.
In the illustration, the information of 6 members is displayed, but if all the members who are present do not fit on the screen, swipe the screen and scroll up and down to quickly view the information of all members It is possible.
On this list screen, basic information such as face photo, name, etc. is displayed for each member, and personal accumulation information classified by attribute is iconified, and only the icon is displayed side by side for each attribute. .

Each instructor can identify a member who is visiting by a facial photograph in a very short time, and can provide a detailed service by grasping the personal information of each member even in a short time.
In addition, for example, if the period since the previous visit is open, the gym use effect is not good, the member is dissatisfied, etc., the attribute information that needs attention should be arranged in the upper row as a red icon and frequently visited By arranging the attribute information in the lower row with blue icons, such as that the gym use effect is sufficient, the friend wants to invite, etc. It is possible to determine points to keep in mind when dealing with members.

In addition, it is possible to judge specific points of attention by making each icon a letter or shape whose contents can be judged at a glance (the illustrated icon shows an example represented by a letter). Yes.)
Further, when detailed information of each member is required, the position of each member on the list display screen is tapped to move to a detailed display screen as shown in FIG. By checking the personal information, it is also possible to take more detailed measures.
At this time, according to the position where the screen is tapped, the detailed information of the personal information (for example, an icon in the figure) displayed at the position may be displayed on the detail display screen.
Note that the type, display layout, display form, and the like of the personal information displayed on the detailed screen may be optimized according to the use form.

Personally-acquired information that is classified and iconified for each attribute is information that the member obtains through interviews with members while using or leaving the gym, numerical information obtained through physical measurements, and members who do not use the gym Any information such as information obtained by support by telephone etc. may be used.
Also, for example, whether the satisfaction level of the member is input by a simple index when leaving, and depending on the situation, whether it is displayed with an icon as a caution attribute or an icon as a positive attribute Alternatively, it may be determined whether or not to display. This makes it possible for the staff to quickly determine what kind of response to the member is necessary by looking at the icon.
In addition, it is also possible to determine whether various information is displayed with an icon as an attribute requiring attention, an icon as a positive attribute, or not according to the contents as necessary. Good.
Furthermore, the information regarding the staff's response to each member may be recorded as the personal storage information of the member, and may be divided into attributes as necessary and displayed as icons.
This kind of information on staff responses is useful for sharing information between staff members and sharing information between staff members and managers in a short time and closely. It can also be used for teaching.
The personal storage information may be input by the staff S at the management terminal 121, or the portable terminal 122 may have an input function.

In the above embodiment, the staff support in the membership-type sports gym has been described as an example. However, any form of work is required as long as the staff needs to refer to any personal information from a large number of personal information in a short time. It can also be used in business.
In addition, since personal information includes personal accumulation information that is classified according to attributes, it can be used not only for staff support but also for recruiting and acquiring members. It is also possible to apply it to the management of the staff's work by acquiring the support work performed for the information as information.
Furthermore, by collecting personal information of solicitation candidates obtained from information from members, it can be used as a tool for business expansion.

101 ... Management place 102 ... Use place 110 ... Server 111 ... Information processing means 112 ... Overall management function part 113 ... Exit management function part 114 ... Staff support function part 115 ... Storage means 120 ... Terminal 121 ... Management terminal 122 ... Portable terminal 123 ... Card reader S ... Staff

Claims (12)

A staff support system having a server that manages personal information and a plurality of terminals that communicate with the server to display and input personal information,
The server includes storage means for storing the personal information, and information processing means for processing and outputting the personal information and receiving and inputting the input from the terminal.
The personal information includes personal basic information and personal stored information,
The information processing means communicates with the terminal to enable processing, output and editing of information stored in the storage means, and communicates with the terminal to output information to a predetermined place of an individual. An exit / exit management function unit for managing exits, and processing, outputting, and editing of only personal information that exists at the location where the terminal is used by communicating with the terminal, and the personal stored information can be output as an icon A staff support system characterized by having a staff support function unit. The personal accumulation information is divided for each preset attribute,
The staff support system according to claim 1, wherein the terminal is configured to be able to display icons output from the staff support function unit vertically or horizontally for each individual or for each attribute.   The staff support system according to claim 2, wherein the icons are configured to be displayed in the same color vertically or horizontally for each attribute.   The said staff support function part has a function which outputs the predetermined | prescribed personal information including the personal accumulation | storage information which is not iconified when the personal information is requested | required from the said terminal. The staff support system described in.   The staff support system according to claim 4, wherein the staff support function unit is configured to receive an input of personal accumulation information from the terminal.   The staff support system according to claim 1, wherein the plurality of terminals include a mobile terminal having a touch input unit on a display screen and capable of communicating with the staff support function unit. .   The staff support according to claim 1, wherein the plurality of terminals include a management terminal having a card reader and capable of communicating with an overall management function unit and the exit / exit management function unit. system.   The staff support system according to claim 6, wherein the portable terminal has a card reader and can communicate with the staff support function unit and the exit / exit management function unit. The personal information includes personal related information indicating relevance of a plurality of individuals,
The staff support function unit has a function of collating personal related information of individuals who are simultaneously present in the same place,
The display of the relevance result of the staff support function unit is configured so that the display of the relevance of a plurality of individuals existing in a predetermined place can be displayed on the screen of the terminal. The staff support system according to claim 8. The personal accumulation information includes personal history information related to a personal history at a predetermined location, support history by staff,
10. The staff support system according to claim 1, wherein the information processing means has a function of processing the personal history information in a time series and classifying the personal history information into a plurality of attributes. The personal accumulation information includes digitized personal numerical information related to the individual obtained at the time of the actual existence of the individual at a predetermined location,
The staff support system according to any one of claims 1 to 10, wherein the information processing means has a function of calculating a time-dependent change of the personal numerical information and dividing it into a plurality of attributes. The personal storage information includes personal status information about the individual that is input when the individual exists at a predetermined location,
The staff support system according to any one of claims 1 to 11, wherein the information processing means has a function of dividing the personal status information into a plurality of attributes.