JP6397627B2 - Business task management device, business task management method, and business task management program - Google Patents

Description

  The present invention relates to a business task management device, a business task management method, and a business task management program.

  2. Description of the Related Art Conventionally, business systems have been used in various business operations in corporations in order to efficiently perform business operations. For example, in a sales management business such as a wholesale business, there are a large number of business operations such as orders, orders, sales, etc., and each business process is further subdivided. Each business handles a wide variety of data, and business data is linked between each business.

  Examples of such work include work that is completed by the person in charge, and work that is carried out jointly with a supervisor or the like according to a workflow. For this reason, the person in charge selects a business process from the business screen or the like, and requests each member who performs the business to execute the business process.

  For example, a business system that performs ordering business processing displays a list screen of slip numbers to be processed in ordering processing from a person in charge and accepts selection of the corresponding slip number. Then, the business system executes order processing for the selected slip number. At this time, the person in charge notifies each member of the slip number to be processed by telephone or e-mail, and requests execution of the business process.

  In recent years, business systems that automatically request business processing have been used. Specifically, the business system automatically transmits a request mail to the approver when receiving the application process from the business process applicant, and automatically transmits a completion mail to the applicant when the approver approves.

JP 2004-054717 A JP 2006-338473 A Japanese Patent Laid-Open No. 10-334077

  However, with the above technology, there are various types of business, and there are various types of business processing such as settlement and approval, so the business processing requested by the person in charge cannot be executed easily. It is difficult to perform business efficiently.

  For example, even if a business person such as a boss receives a business process request mail from a person in charge, it may be difficult to determine the work content or the like only by the mail. In this case, the person in charge transmits details of the work to the business performer. As described above, when a complicated task is handled by a plurality of people, it is not easy to efficiently perform the task.

  In one aspect, an object is to provide a business task management device, a business task management method, and a business task management program that can efficiently perform a business.

  The business task management device disclosed in the present application includes, in one aspect, a request reception unit that displays a business screen on which business information related to a business is input and receives a business task registration request via the business screen. The business task management device includes a task reception unit that displays a task registration screen and receives task information related to the business task when the business task registration request is received. The business task management device includes a generation unit that generates a business task that associates the business information input on the business screen with the task information received by the task reception unit.

  According to one embodiment, work can be performed efficiently.

FIG. 1 is a diagram illustrating an example of the overall configuration of a system according to the first embodiment. FIG. 2 is a diagram illustrating the relationship between the business and the business task according to the first embodiment. FIG. 3 is a functional block diagram illustrating the functional configuration of the business task management apparatus according to the first embodiment. FIG. 4 is a diagram illustrating an example of information stored in the business data table. FIG. 5 is a diagram illustrating an example of information stored in the task management table. FIG. 6 is a diagram illustrating an example of information stored in the task-related function table. FIG. 7 is a diagram illustrating an example of information stored in the task-related user table. FIG. 8 is a diagram illustrating an example of information stored in the task attachment table. FIG. 9 is a diagram illustrating an example of information stored in the task history information table. FIG. 10 is a diagram illustrating an example of a job input screen. FIG. 11 is a diagram illustrating an example of a task input screen. FIG. 12 is a diagram illustrating an example of a task list screen. FIG. 13 is a flowchart showing the flow of processing from the task input screen to task registration. FIG. 14 is a flowchart showing a flow of processing from task search to display of a job input screen. FIG. 15 is a diagram for explaining a screen transition example of task processing. FIG. 16 is a functional block diagram of the functional configuration of the business task management apparatus according to the second embodiment. FIG. 17 is a diagram illustrating an example of information stored in the template table. FIG. 18 is a flowchart showing the flow of notification mail generation processing. FIG. 19 is a diagram illustrating a hardware configuration example.

  Hereinafter, embodiments of a business task management device, a business task management method, and a business task management program disclosed in the present application will be described in detail with reference to the drawings. Note that the present invention is not limited to the embodiments. Each embodiment can be appropriately combined within a consistent range.

[overall structure]
FIG. 1 is a diagram illustrating an example of the overall configuration of a system according to the first embodiment. As shown in FIG. 1, in this system, a user terminal A, a user terminal B, and a business task management apparatus 10 are connected to be communicable with each other. In addition, the number of illustrated user terminals is an illustration and is not limited to what is illustrated.

  The user terminal A and the user terminal B are general terminal devices such as a personal computer, a mobile phone, and a smartphone, and access the business task management device 10 using a Web browser or the like. A user who uses these user terminals is a registered user who is assigned a user ID or the like, and can use each function of the business task management device 10 when login is permitted by the business task management device 10. .

  The business task management device 10 is a server device that manages business information and task information. The business task management apparatus 10 receives an input to business information related to a business and generates a business task related to the business by an instruction operation by a user.

  Examples of business operations include order management and purchase management, which are identified by a slip number or the like. Examples of business tasks include tasks related to work such as order approval requests, schedule confirmation, and purchase unit price input, and tasks that are not related to work such as calls. These include task IDs, etc. Identified by.

  Such a business task management apparatus 10 displays a business input screen on which business information related to a business is input, and accepts a business task registration request via the business input screen. When the business task registration request is received, the business task management apparatus 10 displays a task input screen and receives task information related to the business task. Thereafter, the business task management apparatus 10 generates a business task that associates the business information input on the business input screen with the task information input on the task input screen.

  In other words, the business task management device 10 provides each user with business management centered on business tasks, rather than business management centered on functions such as accounting and sales. Here, the business management provided by the business task management apparatus 10 will be described.

  FIG. 2 is a diagram illustrating the relationship between the business and the business task according to the first embodiment. As shown in FIG. 2, the business task management apparatus 10 manages a business and a business task in association with each user. Specifically, the business task management apparatus 10 manages the task X associated with the business X and the task Y associated with the business Y as business tasks processed by the user A. Further, the business task management apparatus 10 manages the task X associated with the business X, the task C associated with the business C, and the task Z associated with the business Z as business tasks processed by the user B.

  Therefore, the user A can automatically process the task X by processing the task X, and can automatically process the task Y by processing the task Y. Similarly, the user B can automatically process the task X by processing the task X, and can automatically process the task C by processing the task C. By processing, the job Z can be automatically processed.

  In this way, each user can manage his / her work with a business task directly related to the business without using detailed business information having complex information as a component. As a result, business can be performed efficiently.

[Functional configuration of business task management device]
FIG. 3 is a functional block diagram illustrating the functional configuration of the business task management apparatus according to the first embodiment. As illustrated in FIG. 3, the business task management apparatus 10 includes a communication control unit 11, a storage unit 13, and a control unit 30. Note that the functional units shown here are examples, and the business task management apparatus 10 may include an input unit such as a mouse and a display unit such as a display.

  The communication control unit 11 is a processing unit that controls communication between other devices, and is, for example, a network interface card. For example, the communication control unit 11 establishes a session between the user terminal and the business task management device using a Web browser or the like, and transmits and receives various types of information.

  The storage unit 13 is a storage device that stores various tables, such as a memory or a hard disk. The storage unit 13 stores a business data table 14, a task management table 15, a task related function table 16, a task related user table 17, a task attached file table 18, and a task history information table 19.

  The storage unit 13 also stores associations between user IDs and passwords necessary for login. The storage unit 13 also stores various user information used for task generation.

  The business data table 14 is a table that stores business information input on the business input screen. FIG. 4 is a diagram illustrating an example of information stored in the business data table. As shown in FIG. 4, the business data table 14 stores “order slip number, order date, takeover slip number, planned shipping date, scheduled delivery date” and the like.

  The “order slip number” stored here is information for identifying the business information allocated to the input business information. “Order received date” is the date when the business information is registered. The “takeover slip number” is the slip number of the line information taken over by the business information specified by the slip number. “Scheduled shipping date” is a scheduled shipping date of a product or the like registered as business information. “Scheduled delivery date” is a scheduled delivery date of a product or the like registered as business information. The business data shown here is an example and can be changed arbitrarily.

  The task management table 15 is a table that stores task information input on the task input screen. FIG. 5 is a diagram illustrating an example of information stored in the task management table. As shown in FIG. 5, the task management table 15 stores “task ID, task subject, disclosure level, content, user in charge, drafter, priority, deadline, related number, progress”, and the like.

  The “task ID” stored here is an identifier for identifying a business task allocated to the input task information. “Task subject” is the name of the task. “Publication level” is information indicating the scope of disclosure of business tasks, and only related parties and all members are set. “Content” is the content of the process processed by the business task. The “in-charge user” is a user who processes business tasks. The “drafter” is a user who created a business task.

  “Priority” is a work priority of a business task, and is set as urgent, high, standard, low or the like. “Time limit” is the processing time limit of the business task. “Related number” is a task ID of another business task associated with the business task. The “progress status” is information indicating the progress of the business task and is updated at the timing processed by the user in charge.

  The first line in FIG. 5 is information on the business task identified by the task ID “T-0001”. This business task is a business task for performing an “order approval request”, which is set to “Please approve the order slip” and is disclosed to “only related parties”. Further, this business task is a task generated by “founder 1”, and “Taro Fuji” whose user ID is “001” is in charge. Further, this business task is the highest priority task with the priority set to “urgent”, and the completion deadline is “2013/11/12”. Further, “T-0004” is set as a related task in this business task. This business task is currently “not started”.

  The task-related function table 16 is a table that stores associations between business tasks and various types of information. That is, the task related function table 16 stores information associated with each task information stored in the task management table 15. FIG. 6 is a diagram illustrating an example of information stored in the task-related function table. As shown in FIG. 6, the task related function table 16 stores “task ID, business, screen, program ID, slip ID” and the like.

  The “task ID” stored here is an identifier for identifying a business task. “Business” is information indicating a business associated with the business task specified by the task ID. The “screen” is information for specifying the screen on which the business task specified by the task ID is generated. “Program ID” is an identifier of a program that executes the business task specified by the task ID, that is, the business in which the business task is generated. The “slip ID” is a slip number associated with the business task specified by the task ID, and is the same information as the order slip number in the business data table 14.

  The first line of FIG. 6 is information on the business task identified by the task ID “T-0001”. To this business task, “order management” is associated as a business, and an order slip with a slip ID “J001001010” is associated as a slip. The business task is a task created on the “order input screen”. Further, this business task is executed by a program whose program ID is “PGID-j00100”.

  The task-related user table 17 is a table that stores user information related to business tasks. FIG. 7 is a diagram illustrating an example of information stored in the task-related user table. As illustrated in FIG. 7, the task-related user table 17 stores “task ID, corresponding user, corresponding order”.

  The “task ID” stored here is an identifier for identifying a business task. “Corresponding user” is an identifier of a user associated with a business task. The “correspondence order” is the order of the user in charge associated with the business task, and is the order in which the business task is processed.

  In the example of FIG. 7, the business task with the task ID “T-0001” is associated with Shiro Fuji, Fujitaka, and Kenji Fuji. This business task is a business task processed in the order of Shiro Fuji, Fujitaka, and Kenji Fuji.

  The task attachment file table 18 is a table for managing files attached to business tasks. FIG. 8 is a diagram illustrating an example of information stored in the task attachment file table. As illustrated in FIG. 8, the task attachment file table 18 stores “task ID and attachment file name” in association with each other.

  The “task ID” stored here is an identifier for identifying the business task, which is allocated to the input business task information. The “attached file name” is a file name attached to the business task. The actual file is stored in the storage unit 13 or the like. In the case of FIG. 8, the output.xlsx file and the 20100915.pdf file are attached to the business task with the task ID “T-0001”.

  The task history information table 19 is a table for storing a business task update history. FIG. 9 is a diagram illustrating an example of information stored in the task history information table. As shown in FIG. 9, the task history information table 19 stores “task ID, update date, update user, comment” in association with each other.

  The “task ID” stored here is an identifier for identifying a business task. “Update date” is the date when the business task was updated. “Update user” is the date when the business task was updated. “Comment” is the content of the comment described by the update user. The history shown in the first line of FIG. 9 indicates that Fuji Jiro updated the T-0001 business task and left “draft” as a comment at 21:11:21 on October 19, 2013.

  The control unit 30 is a processing unit that controls the entire business task management apparatus 10, and includes a business reception unit 31, a task reception unit 32, a task generation unit 33, and a screen display unit 34. The control unit 30 is, for example, a processor. Each processing unit is a process executed by the processor, an electronic circuit included in the processor, or the like.

  The business reception unit 31 is a processing unit that receives business information. Specifically, the business operation reception unit 31 executes login processing for a user who has received access, and displays a business input screen on the terminal of the user permitted to log in. Then, the job reception unit 31 receives the job information on the job input screen and stores the received job information in the job data table 14.

  FIG. 10 is a diagram illustrating an example of a job input screen. The business reception unit 31 displays the business input screen A shown in FIG. 10 and receives business information from the user. As shown in FIG. 10, the business input screen A is a screen for accepting inputs such as an order slip number, an order date, a takeover slip number, a planned shipping date, a scheduled delivery date, and the like. Further, the business input screen A accepts information such as a transaction category indicating a transaction category, a product code, a product name, a unit, an input quantity, an order quantity, an order price. Then, the business reception unit 31 stores the information regarding the business received in FIG. 10 in the business data table 14 in association with the order slip number. In FIG. 10, items marked with * are input-required items, and these items need to be input to create a business.

  The task receiving unit 32 is a processing unit that receives task information that is information related to a task on the task input screen. For example, the task receiving unit 32 displays the task input screen B on the requesting user terminal when a function key (for example, F7) is received on the business input screen A in FIG.

  FIG. 11 is a diagram illustrating an example of a task input screen. When the task reception unit 32 receives a task generation request on the business input screen A illustrated in FIG. 10, the task reception unit 32 displays the task input screen B illustrated in FIG. 11. As shown in FIG. 11, the task input screen B includes a classification, a task, a subject, a disclosure / non-disclosure, contents, a priority, a start date, a user in charge, a deadline, a related number, a progress status, an achievement rate, a related function, and a relationship. This is a screen for accepting users, attached files, history information, comments, and the like.

  The classification is information indicating the classification of the task, the drafting user is a logged-in user who inputs task information, and the disclosure / non-disclosure is information for determining whether to disclose the business task. In addition, the user in charge and the related user can be selected from users registered in the business task management apparatus 10. In FIG. 11, items to which an asterisk (*) is added are input-required items, and these items must be input to generate a business task.

  The task generation unit 33 is a processing unit that generates a business task in which the business information input on the business input screen A and the task information received by the task reception unit 32 are associated with each other. Specifically, the task generation unit 33 inputs, to the related function of the task input screen B displayed by the task reception unit 32, information specifying the “business” of the business input screen A for which a task generation request is requested. . At this time, the task generation unit 33 inputs a URL (Uniform Resource Locator) of the business input screen A on which the business information of the “business” is input as information for specifying the “business”.

  Further, the task generation unit 33 can additionally input information for specifying the “business” designated by the user in addition to the “business” automatically input. For example, the task generation unit 33 may display a business list or the like and select a business to be added. The example of FIG. 11 illustrates an example in which a task generation request is received on the “order received” business input screen.

  Then, the task generation unit 33 assigns a task ID of the received task information. Thereafter, the task generation unit 33 registers information in each table of the task management table 15, the task related function table 16, the task related user table 17, the task attached file table 18, and the task history information table 19 using the task information. .

  For example, the task generation unit 33 extracts “subject, disclosure level, content, user in charge, drafting user, priority, time limit, related number, progress” from the received task information, and the extracted information and task ID Are stored in the task management table 15 in association with each other. The task generation unit 33 also displays the name of the business input screen for which task generation is requested, the name of the business corresponding to the business input screen, the ID of the program corresponding to the business, and the order slip number input on the business input screen. The assigned task IDs are associated with each other and stored in the task related function table 16.

  Further, the task generation unit 33 extracts a responsible user and a related user from the received task information. Then, the task generation unit 33 assigns the correspondence order in the order of registration to the related users, with the correspondence order of the responsible user as 1. Thereafter, the task generation unit 33 associates each user with the correspondence order and the task ID, and stores them in the task-related user table 17.

  Further, the task generation unit 33 extracts the attached file name from the received task information and stores it in the task attached file table 18 in association with the task ID. Further, the task generation unit 33 extracts history information, comments, date / time when the history information is input, update information about the user, and the like from the received task information, and stores them in the task history information table 19 in association with the task ID. .

  The screen display unit 34 includes a task list display unit 34a and a task display unit 34b, and is a processing unit that controls display of a screen provided to the user terminal.

  The task list display unit 34a is a processing unit that displays a task list on the user terminal. Specifically, the task list display unit 34a accepts search conditions such as a deadline and a responsible user and displays a corresponding task list.

  FIG. 12 is a diagram illustrating an example of a task list screen. The task list display unit 34a displays a task list screen C shown in FIG. 12 for the user who is permitted to log in. Then, the task list display unit 34 a accepts an input of “search condition” on the task list screen C. Thereafter, the task list display unit 34a searches the task management table 15 or the like for the business task corresponding to the input “search condition” and displays the result in the “task list” on the task list screen.

  Further, the task list display unit 34a can also display a task task including a login user as one of a responsible user, a related user, and a drafting user in the task list when task search conditions are not specified. . That is, the task list display unit 34a can cause each user to display a list of business tasks with which the user is associated.

  Furthermore, when the business task displayed on the task list is selected, the task list display unit 34a can display detailed information on the business task. For example, when the business task with the subject “Test 1” shown in FIG. 12 is selected, the task list display unit 34a displays the task input screen B in which the task information with the subject “Test 1” is input. By doing in this way, the user can confirm the details of the task from the business task.

  The business display unit 34b is a processing unit that displays business information from a business task on the user terminal. Specifically, when a request for displaying “business” is received on the screen displaying the detailed information of the business task, the business display unit 34 b displays the detailed information of the “business”.

  For example, the task display unit 34b displays “task order input” described in “related function” in FIG. 11 in a state where the task list display unit 34a displays the task input screen B shown in FIG. 11 as the task detailed information. Accepts click operations on. Then, the task display unit 34b accesses the clicked “order input” URL to display the task input screen A on which the task information of the task “order input” is input. By doing in this way, the user can confirm the details of the business itself from the business task.

[Process flow]
Next, the flow of processing executed by the business task management apparatus will be described. Here, the flow of processing from the task input screen to task registration and the processing from task search to display of the task input screen will be described.

(Processing from business entry screen to task registration)
FIG. 13 is a flowchart showing the flow of processing from the task input screen to task registration. As illustrated in FIG. 13, when the user who has received access is permitted to log in (S101: Yes), the job reception unit 31 displays the job input screen A on the permitted user terminal (S102). . Since the login process is the same as a general login process using a user ID and a password, a detailed description is omitted.

  Subsequently, when receiving the input of the business information on the business input screen A (S103: Yes), the business reception unit 31 stores the received business information in the business data table 14 (S104).

  After that, when receiving a task generation request on the business input screen A (S105: Yes), the task reception unit 32 acquires the business data being worked from the business data table 14 (S106). For example, the task reception unit 32 acquires business information such as an order slip number input on the displayed business input screen A from the business data table 14.

  Then, the task reception unit 32 refers to each table related to the task (S107), and determines whether the business task of the business data has been registered (S108). For example, the task reception unit 32 determines whether or not the task ID associated with the order slip number acquired in S106 or the displayed task input screen A is registered in the tables shown in FIGS. Determine whether.

  Then, when the business task is not registered (S108: No), the task reception unit 32 displays the task input screen B in the registration mode (S109). After that, when the task information input ends (S110: Yes), the task generation unit 33 assigns a unique task ID to the received task information, and registers the task information in each table (S111).

  On the other hand, when the business task has been registered (S108: Yes), the task reception unit 32 determines whether there are two or more registered business tasks (S112). When there are two or more task reception units 32 (S112: Yes), the task reception unit 32 receives selection of a business task to be updated (S113). Note that when the number of registered business tasks is less than two (S112: No), the task reception unit 32 executes S114 without executing S113.

  Thereafter, the task reception unit 32 sets the business data acquired in S106 on the task input screen B, and displays the task input screen B on the user terminal in the update mode (S114). Note that the update mode is a mode for accepting business task updates, and is a mode in which a task input screen B on which already registered task information is input is displayed. The registration mode is a mode in which business task registration is accepted, and a task input screen B in which no task information is input is displayed.

  Then, when the task information input ends (S115: Yes), the task generation unit 33 updates each table with the input information (S116).

(Processing from task search to display of business entry screen)
FIG. 14 is a flowchart showing a flow of processing from task search to display of a job input screen. As shown in FIG. 14, when the login of the user who has received access is permitted (S201: Yes), the screen display unit 34 displays a task search screen on the user terminal (S202).

  Then, the task list display unit 34a receives search conditions from the user terminal (S203), searches for business tasks that match the received search conditions, and displays the search results on the user terminal (S204).

  Thereafter, when the task list display unit 34a receives selection of a business task from the list of business tasks (S205: Yes), the task list display unit 34a displays task information of the selected business task on the user terminal (S206).

  Furthermore, when the task display unit 34b accepts selection of a task displayed in the related function in the displayed task information (S207: Yes), the task display unit 34b displays a task input screen A corresponding to the selected task on the user terminal ( S208). Specifically, the task display unit 34b acquires the task information of the selected task from the task data table 14, and displays the task input screen A on which the acquired task information is input on the user terminal.

[Screen transition example]
FIG. 15 is a diagram for explaining a screen transition example of task processing. As shown in FIG. 15, the business task management apparatus 10 receives input of business information on the business input screen A, and registers the input business information in the business data table 14 (S1).

  Subsequently, when receiving a task generation request on the business input screen A, the business task management apparatus 10 displays the task input screen B and receives input of task information (S2). Then, the task generation unit 33 generates a business task that associates the task information input on the task input screen B with the business on the business input screen A that started the task input screen B, and stores each information Register in the table (S3).

  Thereafter, when the task list display unit 34a receives a search request for a business task and receives an input such as a search condition for the business task, the task list display unit 34a displays a task list screen C that displays the search result of the business task (S4).

  Then, when a business task to be displayed on the task list screen C is selected, the task list display unit 34a acquires information on the selected business task from each table, and displays a task input screen B on which the acquired information is input. (S5).

  Further, when “order input” described in the related function is selected on the task input screen B displayed by the task list display unit 34a, the business display unit 34b displays the business input screen A of “order input”. (S6). Specifically, the task display unit 34b acquires the task information of the selected “order input” from the task data table 14, and displays the task input screen A on which the acquired information is input.

[effect]
As described above, the business task management apparatus 10 according to the first embodiment can directly issue business task information from the screen during the work information input operation. The business task management apparatus 10 can also register target business slip information as business tasks. As a result, the user can generate a business task without transmitting detailed contents verbally or by e-mail.

  Moreover, even if it is a plurality of data, by registering the extraction condition as task information, it is not extracted at the request destination. Also, tasks that individuals can register can be registered and shared among members, making it easier to manage tasks for themselves and their subordinates.

  Further, the user can easily generate a business task associated with a business from the business input screen A. In addition, the user can easily search for a business task to be processed, a business task related to the user, a business task to be approved by the user, and the like by designating a search condition. In addition, the user can easily browse business information from the business task input screen B, and can easily grasp what kind of processing he should perform.

  As described above, the business task management apparatus 10 can provide a simple user interface to the user, and can support a complicated process for the user to perform the business. As a result of such support, an increase in the number of users can be expected.

  By the way, when the business task management device 10 generates a business task, it can notify each user registered in the business task that the business task has been generated by e-mail or the like. Accordingly, in the second embodiment, automatic notification of business tasks will be described.

[Functional configuration of business task management device]
FIG. 16 is a functional block diagram of the functional configuration of the business task management apparatus according to the second embodiment. As illustrated in FIG. 16, the business task management apparatus 10 includes a communication control unit 11, a storage unit 13, and a control unit 30 as in the first embodiment.

  Here, the contact table 20 and the template table 21 of the storage unit 13, and the task update unit 35 and the notification unit 36 of the control unit 30, which are functions different from those of the first embodiment, will be described. Other processing units and the like are the same as those in the first embodiment, and a detailed description thereof will be omitted.

  The contact table 20 is a table that stores contact information of registered users registered in the business task management apparatus 10. For example, the contact table 20 stores a user name, a department, a telephone number, an extension number, an e-mail address, a work location, and the like in association with the user ID of each user.

  The template table 21 is a table that stores a template sentence of an e-mail. Specifically, the template table 21 is a template for requesting work, a template for notifying the update of a business task, and notification of completion of the business task as a template for an email to be sent to a user registered in the business task. Memorize the model to be used.

  FIG. 17 is a diagram illustrating an example of information stored in the template table. The template in FIG. 17 is an example of a template for a work request mail. As illustrated in FIG. 17, the template table 21 stores “title” and “text” in association with “model ID” for identifying a template. Here, the “title” is information input to the “subject” of the e-mail, and the “text” is information input to the “text” of the e-mail.

  In the example of FIG. 17, a template whose template ID is “H-01” is shown, and this template indicates that “work request mail, task.subject” is input to “title”. Here, task. The subject indicates that information registered in the “subject” on the task input screen is input.

  This template indicates that “task. Comment, order receipt number, scheduled shipping date, scheduled inspection date, scheduled inspection date, etc.” are entered in the text. Here, task. The comment indicates that information registered in “comment” on the task input screen is input. Further, the order slip number is information input on the task input screen or information input on the business input screen.

  The task update unit 35 is a processing unit that updates business tasks. For example, the task update unit 35 receives an update of business task information that has already been registered on a task input screen that displays detailed information about the business task. Then, the task update unit 35 registers the received updated information in the corresponding table, and updates the task task information.

  In addition, when the business task is processed by the user, the task update unit 35 updates the progress status of the business task to “completed”. The progress status of the business task can be updated by the user on the task input screen.

  The notification unit 36 is a processing unit that notifies the user of the update of the business task or the like by e-mail. Specifically, when a task such as registration or update is performed on a business task, the notification unit 36 acquires a template corresponding to the task from the model table 21. Further, the notification unit 36 extracts information to be input to the specified template from the business data table 14 and each task table.

  Further, the notification unit 36 identifies each user registered in the business task that has been worked on, and identifies the email address of each user from the contact table 20. Thereafter, the notification unit 36 generates a body text in which information acquired from each table is input in a template. At this time, the notification unit 36 describes the URL of the business system, that is, the URL of the business task detail screen or the URL of the business detail screen. Thereafter, the notification unit 36 transmits to each electronic mail address specified from the contact table 20.

  In addition, the notification part 36 can also make a user select the model to be used about specification of a model. As another example, the notification unit 36 can automatically identify a template that matches the processing content executed for the business task by classifying the template by work.

  When the URL described in the text is clicked by the notification unit 36, the corresponding Web page can be displayed. For example, the business task management apparatus 10 displays on the user terminal a business input screen A in which business information is input and a task input screen B in which task information is input.

[Process flow]
FIG. 18 is a flowchart showing the flow of notification mail generation processing. As shown in FIG. 18, the notification unit 36 is a table such as the task management table 15 when a business task is registered by the task generation unit 33 or when the business task is updated by the task update unit 35 (S301: Yes). Task information is acquired from (S302).

  The notification unit 36 determines whether there is a next user in charge in the business task from the acquired task information (S303). And the notification part 36 complete | finishes a process, when there is no next charge user (S303: No).

  On the other hand, when there is a next user in charge (S303: Yes), the notification unit 36 acquires a model suitable for the work of the business task from the model table 21 (S304). Subsequently, the notification unit 36 acquires an attached file attached to the business task (S305), and acquires the contact information of the next user in charge from the contact table 20 (S306).

  Thereafter, the notification unit 36 inputs the task information acquired in S302 to the template acquired in S304, creates an e-mail attached with the file acquired in S305 (S307), and sends the electronic mail to the user in charge acquired in S308. A mail is transmitted (S308).

[effect]
As described above, when the business task is updated, the business task management apparatus 10 can notify the related user of the updated content. Therefore, each user can collect the latest information without checking the progress of the business task every time.

  Further, when the task of the task is completed, the task task management apparatus 10 can notify the next user in charge of the progress and request the execution of the task. Therefore, the user can grasp that the turn in which he / she is in charge of the business task has come. As a result, the business task management apparatus 10 can suppress delays in business tasks.

  In addition, when the business task management apparatus 10 accepts a click operation on a link in the mail text, the business task management apparatus 10 can display a screen on which business information or task information is set on the user terminal. Therefore, even when the user receives a work request by e-mail or the like, the user can easily access a screen and data for confirming the requested work. In this way, the business task management device 10 can reduce the work burden on the user.

  Although the embodiments of the present invention have been described so far, the present invention may be implemented in various different forms other than the embodiments described above. Therefore, different embodiments will be described below.

(Screen example)
The screen configuration and the like illustrated in the first and second embodiments can be arbitrarily changed. In addition, it is possible to arbitrarily change which item is input and which item is selected from a pull-down menu or a list. Also, which items are required input items can be arbitrarily changed. Further, the business task management apparatus 10 can accept corrections and the like from the user at any timing for the business information and task information once created.

(Business registration for business tasks)
The business task management apparatus 10 can also generate a task that is not related to a business by deleting the business associated with the business task when it is generated. For example, in FIG. 11, the business task management apparatus 10 deletes “order input” when receiving an instruction to delete “order input” described in “related function” from the user. As a result, the business task management apparatus 10 can generate tasks that are not related to business.

(Notification of business task)
In addition, when a plurality of users in charge are registered in a business task, the business task management apparatus 10 can register a business task for the next user in charge each time the work of each user in charge is completed. For example, it is assumed that the user in charge of the business task XX is registered as user A, user B, and user C for the business task XX. In this case, the business task management apparatus 10 first registers the business task XX as the business task of the user A. Next, when the task of the user A is completed, the task task management apparatus 10 registers the task task XX as the task task of the next user, user B. Thereafter, when the task of the user B is completed, the task task management apparatus 10 registers the task task XX as the task task of the next user C.

  As described above, the business task management apparatus 10 can sequentially register one business task according to the user's work when working by a plurality of people. Therefore, even if each user does not create a plurality of the same business tasks, each user can accurately manage his / her business tasks with one business task.

(Business task registration notification)
For example, the business task management apparatus 10 can monitor a system log or the like, and can transmit a notification that prompts the user in charge to register a business task when a business task registration opportunity is detected. Specifically, the business task management apparatus 10 monitors the work log of the system, and when a log that matches a predetermined rule is output, the business task management apparatus 10 sends an e-mail using a mail template associated with the rule. Generate and send to the responsible user.

  Here, an example of a rule will be described. The business task management apparatus 10 stores “rule ID, valid, business name, rule name, content, template ID” in association with each other. The rule ID is an identifier for identifying a rule, and the business name is a business name associated with the business task requested to be created. The rule name is the name of the rule, the content is information for specifying an event log to be emailed, and the model ID is information for specifying a model stored in the model table 21.

  As an example of the content, “Log“ When a direct delivery order slip is (registered) / (corrected), the operator is (self) and (customer) is (○○) ”, operation“ “Send an email to (self)” ”. Here, the parentheses can be arbitrarily set by the user. Then, when a work log that matches the log with the above contents is output, the business task management apparatus 10 executes a process specified by the operation with the above contents. As a result, the user can easily confirm the business task registration opportunity. Therefore, the business task management apparatus 10 can reduce the burden on the user who registers the business task.

(system)
In addition, among the processes described in the present embodiment, all or a part of the processes described as being automatically performed can be manually performed. Alternatively, all or part of the processing described as being performed manually can be automatically performed by a known method. In addition, the processing procedure, control procedure, specific name, and information including various data and parameters shown in the above-described document and drawings can be arbitrarily changed unless otherwise specified.

  Further, each component of each illustrated apparatus is functionally conceptual, and does not necessarily need to be physically configured as illustrated. That is, the specific form of distribution and integration of each device is not limited to the illustrated one. That is, all or a part of them can be configured to be functionally or physically distributed / integrated in arbitrary units according to various loads or usage conditions. Further, all or any part of each processing function performed in each device may be realized by a CPU and a program analyzed and executed by the CPU, or may be realized as hardware by wired logic.

(hardware)
FIG. 19 is a diagram illustrating a hardware configuration example. The hardware configuration shown in FIG. 19 is the hardware configuration of the business task management apparatus 10 shown in FIG. As illustrated in FIG. 19, the business task management apparatus 10 includes a CPU (Central Processing Unit) 101, a memory 102, a storage device 103, and a communication interface 104. Further, the units shown in FIG. 19 are connected to each other by a bus or the like.

  The communication interface 104 is a network interface card or the like. The storage device 103 is a storage device such as a hard disk, and stores programs for operating the functions shown in FIG. 3 and the tables shown in FIGS. As an example of the recording device, various programs may be stored in another computer-readable recording medium such as a ROM (Read Only Memory), a RAM, and a CD-ROM, and read by the computer. Note that the recording medium may be arranged at a remote place, and the computer may acquire and use the program by accessing the storage medium. At that time, the acquired program may be stored in the recording medium of the server 100 itself and used.

  The CPU 101 operates a process that executes each function described in FIG. 3 and the like by reading a program that executes the same processing as each processing unit shown in FIG. . That is, the CPU 101 reads out from the storage device 103 or the like a program having the same functions as those of the job reception unit 31, the task reception unit 32, the task generation unit 33, the screen display unit 34, the task update unit 35, and the notification unit 36. And CPU101 performs the process which performs the process similar to each process part.

  As described above, the business task management apparatus 10 operates as an information processing apparatus that executes a business task management method by reading and executing a program. Further, the business task management apparatus 10 can realize the same function as the above-described embodiment by reading the program from the recording medium by the medium reader and executing the read program. The program referred to in the other embodiments is not limited to being executed by the business task management apparatus 10. For example, the present invention can be similarly applied to a case where another computer or server executes the program or a case where these programs cooperate to execute the program.

DESCRIPTION OF SYMBOLS 10 Business task management apparatus 11 Communication control part 13 Storage part 14 Business data table 15 Task management table 16 Task related function table 17 Task related user table 18 Task attached file table 19 Task history information table 20 Contact table 21 Model table 30 Control Unit 31 Business reception unit 32 Task reception unit 33 Task generation unit 34 Screen display unit 34a Task list display unit 34b Business display unit 35 Task update unit 36 Notification unit

Claims (10)

When a business task generation request is received from a drafting user regarding the business handled by the first responsible user and the second responsible user , a business screen on which business information related to the business is input is displayed. A business acceptance unit that accepts business task registration requests via
When a registration request for the business task is received, a task reception unit that displays a task registration screen and receives task information related to the business task;
A task generation unit that generates a business task that associates the business information input to the business screen with the task information received by the task reception unit;
Task update for registering history information including processing status of the business task, execution history of the business task, or communication items to the second user in charge when the business task is executed by the first user in charge And
A display control unit for displaying the business information and the history information registered by the drafting user to the second responsible user when the business task browsing request is received from the second responsible user ; A business task management device comprising: A task list display unit for displaying a list of business tasks generated by the task generation unit;
A business display unit that displays the business screen on which the business information associated with the selected business task is input when the selection of the business task is received from the business task list displayed by the task list display unit; The business task management device according to claim 1, further comprising: The task reception unit receives the slip issuance user to generate the business task, user responsible responsible for processing of the business task, the selection of the related user for sharing the business task,
The task list display unit accepts user designation, and displays the list of business tasks of the designated user when the designated user is one of the drafting user, the responsible user, or the related user. The business task management apparatus according to claim 2, wherein a list of the business tasks including a message is displayed.   A notification unit for notifying the user in charge that the business task has been registered when the user in charge of processing the business task is specified when the business task is registered by the task reception unit. The business task management apparatus according to claim 1, further comprising: The notification unit, when the business task has been updated, and the user in charge, and the slip issuance user to generate the business task, in the related user for sharing the business task, said business task is updated The business task management device according to claim 4, wherein:   The notifying unit transmits an email including the location information of the business screen to which the business information associated with the business task is input to the user in charge, and the location information of the business screen is selected by the user in charge. 5. The business task management device according to claim 4, wherein the business screen is displayed.   When a plurality of users in charge of the business task are registered in the order of processing with respect to the business task, the task generation unit, when the work of the user in charge is completed, the business task of the next user in charge The business task management apparatus according to claim 1, wherein the business task is registered. The task generating unit, according to claim 1, characterized in that the relative to the business task associated with the business information, further associates other business information instructed from the slip issuance user who generated the business task The business task management device described in 1. Computer
When a business task generation request is received from a drafting user regarding the business handled by the first responsible user and the second responsible user , a business screen on which business information related to the business is input is displayed. Accept business task registration requests via
When a registration request for the business task is received, a task registration screen is displayed, and task information related to the business task is received,
Generating a business task associating the business information input on the business screen with the task information;
When the business task is executed by the first user in charge, register the history information including the processing status of the business task, the execution history of the business task, or a notification to the second user in charge,
Executing a process of displaying the business information and the history information registered by the drafting user to the second responsible user when a request for browsing the business task is received from the second responsible user. Business task management method characterized by On the computer,
When a business task generation request is received from a drafting user regarding the business handled by the first responsible user and the second responsible user , a business screen on which business information related to the business is input is displayed. Accept business task registration requests via
When a registration request for the business task is received, a task registration screen is displayed, and task information regarding the business task is received,
Generating a business task associating the business information input on the business screen with the task information;
When the business task is executed by the first user in charge, register the history information including the processing status of the business task, the execution history of the business task, or a notification to the second user in charge,
Executing a process of displaying the business information and the history information registered by the drafting user on the second responsible user when a request for browsing the business task is received from the second responsible user. Business task management program characterized by

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