JP6544177B2 - Work management device and program - Google Patents

Description

  The present invention relates to a work management apparatus and program.

2. Description of the Related Art Conventionally, there is known a technique in which a computer automatically analyzes, classifies, etc. data input by a user so that the user can perform various tasks as easily as possible.
For example, in the accounting process of a company, a journalizing process is required to prepare journal items for daily transactions and the like. Such work on corporate accounting is a heavy burden especially for SMEs and individual business owners.
Therefore, in order to be able to conduct accounting as easily as possible, the data to be entered for journal entry entered by the user is identified for each transaction, and each transaction is automatically assigned to a specific account item based on the description of the transaction content of each transaction. An accounting processing system etc. which are categorized are proposed (for example, refer to patent documents 1 and patent documents 2).

JP, 2014-182787, A JP 2011-170490 A

However, for example, in the accounting process described in the above example, it is assumed that the data itself that the computer automatically analyzes, classifies, etc. is input without omission by the user, and if there is a leak in the input items, it is correct Analysis and classification can not be performed.
In this respect, particularly when preparing a journal entry in the accounting of a company, there are many items to be input by the user, and the contents thereof are also specialized and complicated.
Therefore, for an individual business owner who is unfamiliar with accounting processing, data input itself is a heavy burden, and a system that supports accounting processing may not function sufficiently.

  An object of the present invention is to make it possible for a user to easily input data, and to accurately perform specialized work without burden.

In order to solve the above problems, the service management apparatus according to the present invention, the activity record acquisition means for acquiring the activity record that triggers the work start, work corresponding to the acquired behavior recorded by the activity record acquiring means First display control means for displaying an input work item list subdivided into a plurality of input work items, and any input work item selected by the user from the input work item list displayed by the first display control means A second display control means for displaying an input work page corresponding to the selected input work item when selected by the second display control means, the second display control means performing the input work page as the input work page Each item is displayed as a different page.
Further, a program according to the present invention includes a computer applied to a work management apparatus, an action record acquisition unit for acquiring an action record that triggers operation start, and an operation corresponding to the action record acquired by the action record acquisition unit A first display control means for displaying an input work item list subdivided into a plurality of input work items, any input work item selected by the user from the input work item list displayed by the first display control means Function as a second display control means for displaying an input work page corresponding to the selected input work item when selected by the second display control means, the second Each item is displayed as a different page.

  According to the present invention, it is possible for the user to easily input data, and to perform professional work accurately without any burden.

It is a block diagram showing a work management system of this embodiment. It is a block diagram which shows the function structure of a server apparatus. It is a block diagram which shows the function structure of a 1st terminal device. It is a block diagram which shows the function structure of a 2nd terminal device. It is a figure which shows the structural example of the data of the action recording memorize | stored in an action recording database. It is a figure which shows the structural example of the corresponding | compatible data of the action record memorize | stored in the journalization information database, and a work item. It is a figure which shows the structural example of the task data memorize | stored in a task management database. It is a figure which shows the structural example of the data of the journal entry memorize | stored in the journal information database. It is a flowchart which shows the work management process in this embodiment. It is an explanatory view showing typically a flow from an action record being inputted until a journal entry is created.

  Hereinafter, embodiments of the present invention will be described in detail with reference to the accompanying drawings. The present invention is not limited to the illustrated example.

First, the configuration of a work management system according to the present embodiment will be described with reference to FIGS. 1 to 4.
FIG. 1 is a block diagram showing a work management system 1 in the present embodiment.
As shown in FIG. 1, the work management system 1 includes a server device 10 that is a work management device, a first terminal device 20, and a second terminal device 30.

  In FIG. 1, the server device 10 transmits and receives information to and from the first terminal device 20 and the second terminal device 30 of one user, and manages the work of the user. However, the work management system 1 is not limited to this. In the work management system 1, the server device 10 transmits and receives information between the first terminal device 20 and the second terminal device 30 of a plurality of users, and the server device 10 centrally manages the work of each user It may be configured to

The work managed by the server apparatus 10, which is the work management apparatus of the present embodiment, can be divided into a plurality of work items (per unit work, hereinafter also referred to as "tasks"). It is assumed that the work itself is completed by completing all the work items.
In the following embodiment, the case of creating a journal entry in accounting processing will be described as an example.

The server device 10 is a work management device in the present embodiment.
The server device 10 is, for example, a server on the cloud, and in the present embodiment, performs a journal entry creation operation in the accounting process according to the user's input.
The server device 10 is connected to the communication network N. The communication network N is assumed to be the Internet, but may be another network such as a LAN (Local Area Network).

The internal functional configuration of the server device 10 will be described with reference to FIG.
FIG. 2 is a block diagram showing the functional configuration of the server device 10. As shown in FIG.
As shown in FIG. 2, the server device 10 communicates with a central processing unit (CPU) 11, a random access memory (RAM) 12, a storage unit 13 as storage means, an operation unit 14, a display unit 15, and A unit 16; Each part of the server device 10 is connected via a bus 17.

The CPU 11 controls each part of the server device 10. The CPU 11 reads out a designated program out of the system program and various application programs stored in the storage unit 13, develops the program in a work area of the RAM 13, and executes various processes in cooperation with the program.
In the present embodiment, the CPU 11 functions as a journal specification creation unit that performs journal specification processing in cooperation with the accounting processing program 131 for generating journal entries in the accounting processing.
In addition, the CPU 11 corresponds to an action record to be described later with respect to the terminal device of the user (that is, the first terminal device 20 and the second terminal device 30) in cooperation with the work instruction presentation program 132. Work instruction presentation means for performing work instruction presentation processing for presenting the selected work item (task) to the user (that is, the first terminal device 20 or the second terminal device 30 which is the user's terminal device) as a work instruction Function.
In addition, as described later, the CPU 11 selects an action record acquiring unit that acquires an action record that triggers an operation start, and an operation that selects work items corresponding to the action record acquired by the action record acquiring unit. It also functions as an item selection means.

  The RAM 12 is a volatile memory, and has a work area for temporarily storing programs read from the storage unit 13 by the CPU 11 and various data.

The storage unit 13 is configured by an HDD (Hard Disk Drive), an SSD (Solid State Drive), and the like, and is a storage unit capable of writing and reading data and programs.
In particular, the storage unit 13 according to the present embodiment includes an accounting program 131 for creating a journal entry of accounting, a work instruction presentation program 132, an action record database 133 described later, a journal information database 134, and a task management database 135. I remember.

The operation unit 14 has a key input unit such as a keyboard (not shown) and a pointing device such as a mouse, receives key input and position input, and outputs the operation information to the CPU 11.
The display unit 15 is configured by an LCD (Liquid Crystal Display), an EL (Electro Luminescent) display, or the like, and performs various displays in accordance with display information instructed from the CPU 11.
The communication unit 16 is configured by a network card or the like, and is communicably connected to the communication network N to communicate with devices on the communication network N. In the present embodiment, the CPU 11 can communicate with the first terminal device 20 and the second terminal device 30 on the communication network N via the communication unit 16.

Moreover, although illustration is abbreviate | omitted, the server apparatus 10 in this embodiment is equipped with a means to extract character data from image data.
That is, for example, the storage unit 13 is a software program for performing OCR recognition (optical character recognition) for converting a printed document included in image data into a format (a sequence of character codes) that can be edited by a computer. Is stored. Then, in cooperation with this program, the CPU 11 uses the image data such as a receipt and a receipt transmitted from the terminal device of the user (the first terminal device 20 in the present embodiment) to purchase the purchased item and the purchase price thereof. Acquires character information such as the purchaser's store name and purchase date and time.
When character information on an item requested to be input by the user is obtained as a work item (task) to be described later from the image data, the CPU 11 continues the process until the user inputs or corrects the work item. Are stored as initial information of the work item.

  Here, specific functions of the CPU 11 as action record acquisition means, work item selection means, work instruction presentation means, and journal specification creation means in the present embodiment will be described.

First, the CPU 11, as an action record acquisition unit, acquires an action record serving as an opportunity to start work.
Here, "work" is assumed to be work completed through a plurality of steps, and in this embodiment, it is work for creating a journal entry.
In addition, “action record” is a matter that triggers the start of work, and, for example, in the case of work of creating a journal entry, there is an action of the user that needs to create a journal entry. It is a record of the action to show.
Specifically, for example, when the user purchases at a store, the first terminal device 20 performs an input to the effect that shopping is performed, and when this is transmitted from the first terminal device 20 to the server device 10, the server The CPU 11 of the device 10 acquires information indicating that shopping has been made as an action record. Further, for example, when the user takes a receipt and the receipt is taken by the camera 26 of the first terminal device 20 and the image data is transmitted to the server device 10, the CPU 11 of the server device 10 The image data is acquired as an action record.
In addition, CPU11 will memorize | store this in the action recording database 133 of the memory | storage part 13, if an action recording is acquired. At this time, each action record is assigned an ID (hereinafter referred to as "action record ID") for identifying it as another action record. In addition, even if a plurality of pieces of information that can be an action record, such as, for example, an indication that the user has made a purchase and image data obtained by photographing a receipt received at that time, are transmitted to the server device 10 from the first terminal device 20 Is transmitted by an operation on one action record input screen 251 (see FIG. 10), the CPU 11 stores these in the action record database 133 as one action record in association with one action record ID.

FIG. 5 is a view showing an example of the data configuration of the action record stored in the action record database 133. As shown in FIG.
As shown in FIG. 5, the data of the action record includes “recording date and time” which is the date and time when the action record is recorded in the action record ID, “action type” which is the contents of the action inputted by the user, and the action record It is composed of the "action position" that is the position information of the transmission source (for example, the first terminal device 20) at the time of recording, the "attached image" that is the image data attached by the user, such as the data of the image of the receipt ing.
In the present embodiment, as described later, the first terminal device 20 includes the GPS information acquisition unit 28, and acquires GPS information (that is, position information of the own device) as needed. The GPS information is sent to the server device 10 together with information and the like input by the user when the action record is transmitted from the first terminal device 20 to the server device 10. In addition, the system time of the terminal device is also sent to the server device 10 together with information and the like input by the user when being transmitted from the first terminal device 20 to the server device 10. The GPS information and the system time of the terminal device are registered as initial information as “recording date and time” and “action position” of data of the action record.
In addition, the data of the action record is not limited to the state in which data of all the items are complete as shown in FIG. 5, for example, the user only inputs that purported shopping, and no image data is attached If it does, it is stored without an attached image.

Next, the CPU 11 selects, as work item selection means, a work item obtained by dividing the work corresponding to the action record acquired by the action record acquisition means.
Here, the “work item” is an individual task (unit work) required to complete a predetermined work (for example, work of creating a journal entry). In the present embodiment, the work item is an item of an input operation of items required to create a journal entry.
For example, when the creation of a journal entry is started triggered by an action record that the user has made a shopping, a task necessary for journalizing the shopping is selected as a work item.
What work items correspond to each action record is stored in the journal information database 134 of the storage unit 13.

FIG. 6 is a diagram showing a configuration example of correspondence data between an action record and a work item stored in the journalizing information database 134. As shown in FIG.
As shown in FIG. 6, for example, when the "action record" indicates that the user has made a purchase or the user has made a purchase, the input of the date of purchase (the task shown in FIG. 6) 01), purchase place input (task 02 in FIG. 6), purchase item input (task 03 in FIG. 6), purchase amount input (task 04 in FIG. 6), payment method input (task 05 in FIG. 6) Is the work item. Also, for example, when the “action record” is that the user travels by train, the movement date is input (task 01 in FIG. 6), the movement segment is input (task 02 in FIG. 6), and movement is The input of the transportation system used (task 03 in FIG. 6), the input of the payment amount (task 04 in FIG. 6), and the input of the payment method (task 05 in FIG. 6) are work items.

Furthermore, in cooperation with the work instruction presentation program 132, the CPU 11 presents the work item (task) selected by the work item selection means as a work instruction as a work instruction on the user terminal device.
Specifically, the work instruction screen such as the work instruction list screen 351 (see FIG. 10) or the work instruction input screen 352 (see FIG. 10) is displayed on the display unit of the user terminal device (the second terminal device 30 in this embodiment). An instruction signal to be displayed on 35 is transmitted to the second terminal device 30.
The work instruction list screen 351 is a screen for displaying a list of work instructions of all the work items selected as corresponding to the action record on the user terminal device.
The work instruction input screen 352 is a screen for showing the work instruction to the user and requesting execution of the work item. In the work instruction input screen 352, as shown in FIG. 10, even a user who is not familiar with accounting can easily understand the contents to be input such as "What did you use for payment?" It is preferable to display a question that can be performed.
It is stored in the task management database 135 of the storage unit 13 what task instruction (task) is to be displayed on the task instruction screen as what task instruction.
The work instruction input screen 352 is provided with a registration button 352a (see FIG. 10), and the input according to the work instruction is made in response to the question sentence, and the input content is determined when the registration button 352a is operated. .

Note that, as described above, in the case where character information can be acquired from image data for an item whose input is requested by the user as a work item (task), and this is stored as initial information of the work item The CPU 11 preferably displays a state in which the initial information is input on the work instruction screen, and requests the user to confirm the input initial information.
In this case, it is preferable to display on the work instruction screen, for example, a message asking to confirm if the initial information is correct, and to make an appropriate correction if it is incorrect.
By doing this, if there is no error in the information automatically read from the image data, the user only needs to confirm the already entered initial information, and only the unentered portion needs to be entered. It is possible to minimize the trouble of input.

FIG. 7 is a view showing a configuration example of task data stored in the task management database 135. As shown in FIG.
As shown in FIG. 7, the task data includes “task ID” for identifying each task, “display character string” indicating a character string to be displayed on the work instruction screen, and “occurrence date and time” indicating the date and time when the task occurred. To identify the “execution completion due date” which is the date and time of the deadline for executing the task, “completion date and time” which is the date and time when the task was actually executed, and the application to be activated when the task is selected. And a "function ID" for identifying a function on the application side to be executed when the application specified by the application ID is activated. The “execution completion deadline” is, for example, in the case of accounting, the deadline date of the final income tax return.
The task data is associated with the "action record ID" that specifies the action record that triggered the occurrence of the task, so that the CPU 11 can collectively manage the task generated from one action record as a series of tasks. It has become.

In the present embodiment, the CPU 11 also functions as a notification unit that notifies the user when the work item presented as the work instruction by the work instruction presentation unit is not completed by the predetermined time limit.
Specifically, for example, the day of the "execution completion deadline" or a day (for example, ten days before the "execution completion deadline") a predetermined number of days before that is set in advance as the predetermined deadline for the work item. When the work item is not completed by the predetermined time limit, the CPU 11 displays a message to that effect on the work instruction screen such as the work instruction list screen 351 (see FIG. 10) or the work instruction input screen 352 (see FIG. 10). Alert the user.
Note that the display for alerting is not limited to the display of a message. For example, the user may be alerted by, for example, changing the color of the text to red or by inverting the work item for which a predetermined time limit has passed. The display method may be changed, such as changing the color of characters as the time limit approaches.
In addition, the predetermined time limit to be notified may be set by default on the apparatus side, or may be set arbitrarily by the user.
Moreover, the method of alerting | reporting is not limited to what was illustrated here, For example, it is good also by methods, such as outputting the message by an audio | voice.

Further, in the present embodiment, when a task is executed, the CPU 11 deletes data of the task from the task management database 135.
When the task data is deleted, the CPU 11 as the work instruction presentation unit deletes the work instruction corresponding to the task from the work instruction list screen 351 (see FIG. 10). An instruction signal instructing update is transmitted to the second terminal device 30. Note that the display mode when task data is deleted is not limited to the deletion of the work instruction corresponding to the task. For example, the task instruction corresponding to the deleted task is checked, or the item part is highlighted, so that the displayed task can be distinguished from the executed task and the unexecuted task. May be

Further, when all the work items presented as the work instruction by the work instruction presentation means are completed as the journal specification creation means by the cooperation with the accounting processing program 131, the CPU 11 makes the journal items based on the work items. create. The items required to create the journal specification are stored in the journal information database 134 of the storage unit 13.
FIG. 8 is a diagram showing a configuration example of the journal specification data stored in the journal information database 134. As shown in FIG.
As shown in FIG. 8, the journal entry data includes, as a journal entry item, a “transaction date” indicating the date on which the transaction subject to the journal entry was made, and a “transaction number” for identifying the transaction. "Debit account item", "debit amount", "credit item item", "credit amount", "completion", "customer" etc.
In addition, the journal specification data is associated with the "action record ID" that specifies the activity record that triggered the creation of the journal item, and the journal specification was created with the activity record as the trigger. The CPU 11 can manage whether the

The first terminal device 20 is a terminal device owned by a user such as an individual shop owner or an individual company owner. Specifically, the first terminal device 20 is a smartphone, a tablet terminal, a portable telephone, a PDA (Personal Digital Assistant) Etc.) are assumed. Here, it is assumed that the first terminal device 20 is a smartphone.
The first terminal device 20 is not limited to a small-sized terminal device such as a smartphone, but may be another terminal device such as a notebook PC (Personal Computer).
The first terminal device 20 is connected to the communication network N via a base station on the communication network N, a wireless LAN router (all are not shown), and the like.

The internal functional configuration of the first terminal device 20 will be described with reference to FIG.
FIG. 3 is a block diagram showing a functional configuration of the first terminal device 20. As shown in FIG.
As shown in FIG. 3, the first terminal device 20 includes a CPU 21, a RAM 22, a storage unit 23, an operation unit 24, a display unit 25, a camera 26, a wireless communication unit 27, and a GPS information acquisition unit And 28. Each part of the first terminal device 20 is connected via a bus 29.
The CPU 21, the RAM 22, the storage unit 23, the operation unit 24, and the display unit 25 are common to the CPU 11, the RAM 12, the storage unit 13, the operation unit 14, and the display unit 15 of the server device 10 in many parts. Will be omitted, and different parts will be mainly described.

The CPU 21 controls each unit of the first terminal device 20.
The storage unit 23 is configured by a flash memory, an EEPROM (Electrically Erasable Programmable ROM), or the like, and is a storage unit capable of writing and reading data and programs. In particular, the storage unit 23 of the present embodiment stores various application programs such as an input screen display program 231 for displaying the action record input screen 251 (see FIG. 10).
The operation unit 24 has a button (not shown) and a touch panel provided on the display screen of the display unit 25. The operation unit 24 receives button operation and touch input from the user, and outputs the operation information to the CPU 21.
Further, the display unit 25 displays various screens in accordance with display information instructed from the CPU 21. In the present embodiment, the display unit 25 can display an action record input screen 251 (see FIG. 10) for inputting an action record.

As shown in FIG. 10, the action record input screen 251 is provided with an action record input unit 251a through which the user inputs an action record.
The action record input unit 251a preferably has a format in which the user selects an action record applicable to his or her action from items prepared in advance (for example, shopping, purchase, train movement, etc.). The input format of the action record input screen 251 is not limited to the one exemplified here, and the user may input an action record by inputting an arbitrary character by button operation or the like.
The action recording input screen 251 is provided with a shooting button 251b, and when the user operates the shooting button 251b, the camera 26 is activated to enable shooting of a receipt or the like.
In addition, the action record input screen 251 is provided with a send button 251c, and the user operates the send button 251c to send the information input on the action record input screen 251 to a predetermined transmission destination (a server in this embodiment). It is to be sent to the device 10).
Although illustration is omitted, when the image data is not attached, a message or the like prompting the user to attach the image data may be displayed on the action record input screen 251.

The camera 26 includes a lens (not shown) and an image sensor (for example, a charge coupled device (CCD) or a complementary metal-oxide semiconductor (CMOS)), and converts the optical image passing through the lens into a two-dimensional image signal by the image sensor. Shoot the subject by doing this.
In the present embodiment, the camera 26 functions as an image acquisition unit that captures a receipt or a receipt received when the user makes a shopping, etc., and acquires image data such as a receipt or a receipt.

The wireless communication unit 27 includes an antenna, a transmission / reception circuit, a signal processing circuit, and the like, and transmits / receives information to / from a base station on the communication network N by radio waves. Thus, the CPU 21 can communicate with the server device 10 via the wireless communication unit 27 via the base station on the communication network N.
In the present embodiment, the information transmitted from the first terminal device 20 to the server device 10 via the wireless communication unit 27 includes the current position information of the own device acquired by the GPS information acquisition unit 28 described later, the terminal device It is possible to attach current time information which is a system time managed by a timekeeping unit (not shown).

The GPS information acquisition unit 28 includes an antenna, a reception circuit, a signal processing circuit, and the like, receives radio waves transmitted from a GPS (Global Positioning System) satellite (not shown), and acquires a GPS signal. Then, the GPS information acquisition unit 28 has a current position detection function of calculating the current position of the first terminal device 20 based on the GPS signal and detecting the current position information (latitude information, longitude information). The GPS information acquisition unit 28 may detect the current time from the time information included in the GPS signal in addition to the current position information of the own device.
The GPS information acquisition unit 28 outputs the acquired current position information to the CPU 21. Thereby, the first terminal device 20 acquires current position information of the own device.
Note that the method for the first terminal device 20 to acquire current position information of its own device is not limited to the one exemplified here, and, for example, position information is received from a base station (not shown) on the communication network N The present position information of the own device may be detected based on the position information.

The second terminal device 30 is a user terminal device owned by a user such as an individual shop owner or an individual company owner, and more specifically, a desktop PC, a notebook PC, etc. installed in the user's office or home. The terminal device of is assumed.
The second terminal device 30 is not limited to the terminal device installed in the office or home of the user, and may be, for example, a portable terminal device such as a smartphone carried around by the user outside.
The second terminal device 30 is connected to the communication network N via a base station on the communication network N, a wireless LAN router (all not shown), and the like.

The internal functional configuration of the second terminal device 30 will be described with reference to FIG.
FIG. 4 is a block diagram showing a functional configuration of the second terminal device 30. As shown in FIG.
As shown in FIG. 4, the second terminal device 30 includes a CPU 31, a RAM 32, a storage unit 33, an operation unit 34, a display unit 35, and a wireless communication unit 36. Each part of the second terminal device 30 is connected via a bus 37.
The CPU 31, the RAM 32, the storage unit 33, the operation unit 34, and the display unit 35 are common to the CPU 11, the RAM 12, the storage unit 13, the operation unit 14, and the display unit 15 of the server device 10 in many parts. Will be omitted, and different parts will be mainly described.

The CPU 31 controls each part of the second terminal device 30.
The storage unit 33 is configured by a flash memory, an EEPROM (Electrically Erasable Programmable ROM), or the like, and is a storage unit capable of writing and reading data and programs. In particular, the storage unit 33 of the present embodiment stores various application programs such as a work instruction screen display program 331 for displaying a work instruction screen (see the work instruction list screen 351 of FIG. 10 and the work instruction input screen 352 of FIG. 10). doing.
The operation unit 34 has a key input unit such as a keyboard (not shown) and a pointing device such as a mouse, receives key input and position input, and outputs the operation information to the CPU 31. The operation unit 34 may be configured to have a touch panel provided on the display screen of the display unit 35. In this case, the operation unit 34 receives a touch input by the user and outputs the operation information to the CPU 31.
The display unit 35 also displays various screens in accordance with display information instructed from the CPU 31. In the present embodiment, the display unit 35 can display a work instruction screen (see the work instruction list screen 351 of FIG. 10 and the work instruction input screen 352 of FIG. 10) for inputting a work instruction.

  The wireless communication unit 36 includes an antenna, a transmission / reception circuit, a signal processing circuit, and the like, and transmits / receives information to / from a base station on the communication network N by radio waves. Thus, the CPU 31 can communicate with the server device 10 via the wireless communication unit 36 via the base station on the communication network N.

Next, with reference to FIGS. 9 and 10, the operation of the work management system 1 including the server device 10 which is the work management device will be described.
FIG. 9 is a flowchart showing work management processing performed in the work management system 1 of the present embodiment.
Further, FIG. 10 is an explanatory view schematically showing a flow from the input of the action record to the creation of the journal specification.

When the journal entry specification work is performed, when the user performs an action that requires the journal entry specification, as shown in FIG. 9, it is shown in FIG. The action record input screen 251 is opened to input an action record. The input information is sent to the CPU 21, and the acceptance of the action record (step S1) is completed in the CPU 21.
For example, when shopping is performed, “shopping” is input in the action record input unit 251 a of the action record input screen 251 of the first terminal device 20 when the user leaves the store. At that time, in the case where a receipt, a receipt, and the like are photographed by the camera 26, the photographing button 251b of the action record input screen 251 is operated. As a result, a receipt, a receipt, and the like are photographed, and the image data is attached to the information of the action record. Note that FIG. 10 exemplifies the case where the user inputs only “shopping” and the image data is not attached.
When the user operates the send button 251c on the action record input screen 251, the action record input by the user is sent from the first terminal device 20 to the server device 10 (step S2).

When an action record is transmitted from the first terminal device 20, the CPU 11 of the server device 10, as an action record acquisition unit, acquires an action record that triggers a work start (step S3).
Then, the CPU 11 determines, as a work item selection unit, what the action record corresponds to in the work of creating the journal entry, and the work item (task) required to create the journal entry It chooses (step S4). Then, these work items are registered in association with the action record ID for identifying the action record (step S5).
When the work item (task) is registered, the CPU 11 performs temporary registration of the journal entry (step S6). That is, among the items of the journalizing specification, those which can be input based on the information contained in the action record are stored in the journalizing information database 134 as initial information.

Further, the CPU 11 causes the second display of the work instruction list screen 351 (see FIG. 10) to present the list of registered work items (tasks) to the user as the work instruction list as the work instruction presenting means. The instruction signal is transmitted to the terminal device 30 of (step S7). That is, as shown in FIG. 10, when there are five work items (tasks) to be presented to the user as a work instruction, the CPU 11 displays the work instruction list screen 351 as shown in FIG. 10 for these five items. Command the second terminal device 30 to make the
The display mode, layout, and the like of the work instruction list screen 351 are not particularly limited. However, as shown in FIG. 10, it is preferable that a display is made to indicate which action record the work instruction relates to. Further, when the task has an execution completion time limit, it is preferable that the execution completion time limit, the remaining number of days until the execution completion time limit, and the like are displayed.
Further, in the present embodiment, when the task is not completed by the predetermined time limit, the user is warned by displaying the fact that the time limit is approaching or that the time limit has passed in red, or the like. It has become.
When the CPU 31 of the second terminal device 30 receives an instruction signal from the server device 10, the CPU 31 causes the display unit 35 to display a work instruction list screen 351 corresponding to the instruction (step S8).

The CPU 31 determines whether any work instruction is selected from the work instruction list screen 351 (step S9), and repeats the determination until it is selected.
On the other hand, when one of the work instructions is selected (step S9; YES), the CPU 31 transmits to the server device 10 that the work instruction has been selected (step S10).
In this case, the server device 10 transmits an instruction signal to the second terminal device 30 so as to cause the display unit 35 to display the work instruction input screen 352 for the work instruction (step S11).
For example, when the work instruction of “enter purchase date” arranged at the top of FIG. 10 from the work instruction list screen 351 is selected, “when did you purchase at the top of FIG. 10? The instruction signal is transmitted to display the work instruction input screen 352 on which the question sentence “?” Is displayed.
When receiving the signal from the server device 10, the CPU 31 of the second terminal device 30 causes the display unit 35 to display the instructed work instruction input screen 352 (step S12).

The CPU 31 determines whether the necessary items have been input from the work instruction input screen 352 (step S13), and repeats the determination until the necessary items are input. Then, when the necessary items are input from the work instruction input screen 352 (step S13; YES), that is, for example, in the work instruction input screen 352 at the top of FIG. 10, "when did you purchase?" When "2015/07/03" is input by the user in response to the question and the registration button 352a is operated, the input information is transmitted to the server device 10 (step S14).
When the input information is transmitted from the second terminal device 30, the CPU 11 of the server device 10 updates the data of the journal entry provisionally registered in the journal information database in step S6 with the input information (step S15).
Further, the CPU 11 deletes the work item (task) corresponding to the work instruction from the task management database 135 (step S16).
The CPU 31 of the second terminal device 30 determines whether or not another work instruction is selected from the work instruction list screen 351 (step S17). For example, when a state in which another work instruction is not selected continues for a predetermined time End the process.
On the other hand, when one of the work instructions is selected (step S17; YES), the process after step 10 is repeated.
When the work instruction screen is closed by the user in the second terminal device 30, the process ends.

Further, the CPU 11 of the server device 10 determines whether all work items associated with one action record have been deleted (step S18).
When it is determined that all the work items corresponding to the action record have been completed by the input processing according to the work instruction being sequentially performed by the user (step S18; YES), the CPU 11 of the server device 10 performs the input Based on the received information, for example, a journal entry 134a as shown in FIG. 10 is created (step S19), and the work management process is ended.
On the other hand, when it is determined that all work items corresponding to the action record have not been completed (step S18; NO), the CPU 11 of the server device 10 returns to step S7 and displays the work instruction list screen 351 again. An instruction signal is transmitted to the second terminal device 30 to cause the second terminal device 30 to At this time, the CPU 11 updates the work instruction list screen 351 so that the work instruction for the task already completed and deleted is deleted from the work instruction list screen 351, and the second terminal device Give a display instruction for 30.

As described above, according to the present embodiment, when the user takes an action that triggers the start of the work of creating the assortment statement, a simple action record such as a smart phone etc. can be made by, for example, performing “shopping”. The information is sent to the server device 10 simply by inputting from the first terminal device 20, and the work corresponding to the action record is automatically started.
For this reason, it is hard to happen that you forget to start the work to be done and leave the work to be done later to accumulate the work later.
Further, in the present embodiment, the input of the items necessary for performing the work is divided into detailed work items (tasks), and the subdivided work items are presented to the user as work instructions.
Therefore, the user can input each item by using a short time, and it is not necessary to be conscious of the time for performing the work. In this way, it is possible to perform input work and the like of matters necessary for creating the assortment statement without imposing much burden on the user.
Also, as shown in FIG. 10, by setting the work instruction in an easy-to-understand question format, even an expert user who is difficult for an unskilled user, such as creation of a journal entry in accounting, is difficult. Individual inputs can be easily performed without being aware that work is being performed.

Further, in the present embodiment, the display unit 35 of the user terminal device displays a list of work instructions.
For this reason, it is possible to clearly show the user what work items (tasks) have to be performed in order to complete the work based on one action record.

Further, in the present embodiment, when the task is not completed by the predetermined time limit, the CPU 11 as the work instruction presenting unit displays that the time limit is approaching or that the time limit is over. The operation instruction list screen 351 or the like of the section 35 is displayed in red.
As described above, by providing the notification means for notifying the user of the deadline of the task, the user is warned even when it is necessary to surely complete the work by a predetermined deadline date, such as a final declaration. Work can be completed reliably by the deadline date.

Further, in the present embodiment, when all the work items (tasks) presented as the work instruction are completed, the CPU 11 of the server device 10 creates a journal specification based on the work items.
The creation of journal items in accounting is specialized and complicated in the input items, and especially for small business owners and individual business owners, the task of creating journal items is postponed, and the work accumulated before finalization Tend to have things that need to be done together.
In this respect, as in the present embodiment, the journal items are automatically created in the server apparatus 10 which is the work management apparatus, only by performing the work items (tasks) divided into fine items and presented as the work instruction. If this is done, it will be less likely that work on creation will be left behind at a later date. In addition, it is possible to easily complete the creation of the journal entry without burdening the user without being aware of the creation of the journal entry.

  The description in the above embodiment is an example of the work management apparatus and program according to the present invention, and the work management apparatus and program of the present invention are not limited to this.

For example, although the case where the preparation operation of the journal entry of accounting is performed is shown as an example in the above-mentioned embodiment, the operation which can apply the operation management apparatus of this embodiment is not limited to the preparation operation of the journal entry. The work management apparatus and program of the present embodiment can be widely applied if the work can be finely divided into a plurality of work items (tasks) and completed through a plurality of steps.
For example, the work management apparatus of the present embodiment may be applied when performing an initial setting work when introducing any system, software program or the like. In this case, matters required to be input to perform initial setting are presented as tasks in the form of work instructions to the user to prompt entry of necessary items. Further, the work management apparatus of the present embodiment may be applied to payroll calculation and other processing tasks.

Moreover, although the case where the 1st terminal device 20 and the 2nd terminal device 30 were separate terminal devices was illustrated in the said embodiment, the 1st terminal device 20 and the 2nd terminal device 30 are separate. It is not limited to the case of
For example, a storage unit such as a smartphone or a tablet terminal assumed as the first terminal device 20 incorporates a work instruction display program provided in the second terminal device 30, and the display unit of the first terminal device 20 displays the work instruction A screen may be displayed so that each item of the work instruction can be input in the first terminal device 20.
In this case, it is possible to handle work items in a short time even when going out, etc., and the burden on the user can be further reduced.

Moreover, in this embodiment, when a user inputs a certain action record from the 1st terminal device 20, an action record is acquired by CPU11 of server apparatus 10 by this, and work, such as preparation of a journal entry, is started. Although the action record acquired in CPU11 of the server apparatus 10 is not limited to what the user input.
For example, GPS information acquired by the GPS information acquisition unit 28 at any time or every predetermined period from the user's first terminal device 20 to the server device 10 (that is, position information of the own device) or the first terminal device 20 The CPU 11 of the server device 10 acquires the position information (coordinate information) of the first terminal device 20 of the user from the GPS information. Then, the action record may be automatically acquired on the side of the CPU 11 of the server apparatus 10 based on the user's stay record acquired from the position information.
That is, when the past behavior status of the user is stored in the storage unit 13 of the server device 10, the GPS information and time information sent from the first terminal device 20 are compared with the past behavior of the user. If it is determined that the user carrying the first terminal device 20 at a time has stopped at a store where she has made a purchase or a transaction, even if there is no input by the user or transmission of image data, the CPU 11 May acquire the said GPS information etc. as an action record, and may start an operation | work automatically.
In this case, even if the user forgets to input any action record, it is possible to start the work without omission.
When a work instruction based on the action record is displayed on the display unit 35 of the second terminal device 30 as the work instruction list screen 351, an action (for example, shopping, transaction, etc.) corresponding to the action record by the user If the action record is deleted from the work instruction list screen 351, the work triggered by the action record can be ended.

Further, in the above embodiment, the case where image data is attached from the action record input screen 251 when the user acts is illustrated, but even if only simple input such as "shopping" is initially performed, receipts etc. will be received later. It may be possible to take a picture and transmit the image data.
In this case, the image data is associated with the action record previously input by the action record ID.
Then, when character data such as a purchase or a purchase price is acquired from the image data, information based on the character data is registered as initial information in the corresponding portion of the work instruction screen (work instruction input screen 352).
In this case, the user confirms whether or not the initial information is correct, and if it is correct, the user should confirm this, and only if the input is incorrect, correction input may be performed, thus ensuring an opportunity to correct the incorrect input. It is possible to reduce the burden of input work.

  Further, it is needless to say that the detailed configuration and the detailed operation of each component of the operation management apparatus in the above embodiment can be appropriately changed without departing from the spirit of the present invention.

Although the embodiments of the present invention have been described, the scope of the present invention is not limited to the above-described embodiments, but includes the scope of the invention described in the claims and the equivalents thereof.
In the following, the invention described in the claims initially attached to the request for this application is appended. The item numbers of the claims described in the appendix are as in the claims attached at the beginning of the application for this application.
[Supplementary Note]
<Claim 1>
Action record acquisition means for acquiring an action record that triggers work start;
Work item selection means for selecting a work item obtained by dividing the work corresponding to the action record acquired by the action record acquisition means;
Work instruction presentation means for presenting the work item selected by the work item selection means as a work instruction on the user terminal device;
A work management apparatus comprising:
<Claim 2>
2. The work management apparatus according to claim 1, wherein the work instruction presentation unit causes the user terminal device to display a list of work instructions of all the work items selected as corresponding to the action record.
<Claim 3>
The work management according to claim 1 or 2, further comprising notifying means for notifying the user when the work item presented as the work instruction by the work instruction presenting means is not completed by a predetermined time limit. apparatus.
<Claim 4>
The work item is an item of input work required to create a journal entry,
The method according to claim 1, further comprising: journalizing specification creating means for creating a journalizing specification based on the work item when all the work items presented as the work instruction by the work instruction presenting means are completed. The work management apparatus according to any one of the above.
<Claim 5>
A computer applied to the work management device;
Action record acquisition means for acquiring an action record that triggers work start;
Work item selection means for selecting a work item obtained by dividing the work corresponding to the action record acquired by the action record acquisition means;
Work instruction presentation means for presenting the work item selected by the work item selection means as a work instruction on the user terminal device;
A program to function as

1 Work management system 10 Server device 11 CPU
13 storage unit 15 display unit 20 first terminal device 21 CPU
23 storage unit 25 display unit 30 first terminal device 31 CPU
33 storage unit 35 display unit N communication network

Claims (6)

Action record acquisition means for acquiring an action record that triggers work start;
A first display control means for displaying an input work item list in which the work corresponding to the action record acquired by the action record acquisition means is subdivided into a plurality of input work items;
When any input work item is selected by the user operation from the input work item list displayed by the first display control means, the input work page corresponding to the selected input work item is displayed Second display control means,
Equipped with
The second display control means displays the input work page as a different page for each of the input work items.
A work management apparatus characterized in that. The input work page displays detailed instruction contents for input and an input field.
The work management apparatus according to claim 1, characterized in that: And a notification unit for notifying the user when the registration on the input work page by the user operation is not completed by a predetermined time limit .
The work management apparatus according to claim 2 , characterized in that: The second display control means displays, for each of the input work pages, a registration button for allowing the user to confirm registration on the input work page.
The work management apparatus according to claim 2 or 3 , characterized in that: Each of the plurality of input work items is an item of input work necessary to create a journal entry corresponding to the acquired action record,
The system further comprises: a journal specification creating unit that creates a journal specification corresponding to the acquired action record, when all registrations on the input work page for the plurality of work items are completed.
The work management apparatus according to any one of claims 1 to 4, characterized in that: A computer applied to the work management device;
Action record acquisition means for acquiring an action record that triggers work start;
A first display control means for displaying an input work item list in which the work corresponding to the action record acquired by the action record acquisition means is subdivided into a plurality of input work items;
When any input work item is selected by the user operation from the input work item list displayed by the first display control means, the input work page corresponding to the selected input work item is displayed Second display control means,
To act as
The second display control means displays the input work page as a different page for each of the input work items.
A program characterized by

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