JP6741443B2 - Schedule management device, schedule management system, and schedule management method - Google Patents

Description

The present invention relates to a schedule management device, a schedule management system, and a schedule management method.

2. Description of the Related Art Conventionally, a visiting person such as a sales person visits a plurality of visiting places of existing customers to support route sales for business negotiations. For example, in Patent Document 1, a visit person is instructed to visit, and visit instruction information including information about the visited person is created and transmitted to a mobile terminal owned by the visit person. Discloses a sales support system that performs order receiving processing, deposit processing, and the like in response to reception of visit result information in.

JP, 2002-312563, A

The sales support system described in Patent Document 1 has a problem that it is not possible to instruct the visiting person's visited place in consideration of the visiting person's schedule. For this reason, an administrator who gives a visiting instruction to a visiting person confirms the schedule of the visiting person and confirms that the visiting person who can give the visiting instruction and the visiting person can visit the visited person. There is a problem that it is necessary to specify the optimum time, and the specifying work takes time.

Therefore, the present invention has been made in view of these points, and provides a schedule management device, a schedule management system, and a schedule management method capable of efficiently creating a schedule relating to a visit to a visited place. With the goal.

A schedule management device according to a first aspect of the present invention is a location of a visited place assigned to a visiting person, a scheduled visit time to the visited person, and a scheduled stay time of the visiting person at the visited person. A storage unit that stores a schedule indicating that for each person in charge of visit, a place of a visit destination that is scheduled to be added to any of the schedules, an appointment reception unit that accepts a planned stay time at the visit destination, and a plurality of visit persons Based on the schedule of each of the above, the place of the visited place to be added, and the planned stay time at the visited place, the visiting person who can visit the visited place to be added and the visiting person. Based on the selected candidate information and a candidate reception unit that displays the candidate information indicating the time that the person can visit and the planned stay time on the display unit, and that selects the candidate information, and the visit person in charge. The schedule of (1) is provided with a place of the visited destination to be added, a scheduled visit time to the visited destination, and a reflection unit that reflects the planned stay time at the visited destination as a tentative schedule.

The schedule reception unit, as the constraint information regarding the visit to the destination to be added, information relating to the time when the visit to the destination is permitted and the time when the visit to the destination is not permitted. Further, at least one of the related information may be further received, and the candidate receiving unit may display the candidate information on the display unit based on the constraint information.

The candidate receiving unit may display the candidate information on the display unit based on the working hours set for the visiting person.
The candidate receiving unit may display the candidate information on the display unit, further based on the overtime available time set for the visiting person.

Regarding the schedule of the date and time when the provisional schedule is reflected by the reflection unit, the scheduled visit time corresponding to the provisional schedule is adjusted so that the visit person can visit the last destination at the date and time earlier. You may further provide the adjustment part to do.

In the case where the schedule includes a plurality of the tentative schedules, the adjustment unit is in the middle of all the visit orders that can be taken when any one of the plurality of the tentative schedules is the first visited place. The order of visits up to, and the order of visits with a low evaluation are excluded from the evaluation, and the order of subsequent visits is evaluated, so that the order of visits of the above-mentioned provisional plans is relatively high. You may adjust the order of visits.

The schedule receiving unit receives a plurality of places to be visited that are scheduled to be added to the schedule corresponding to one date of one of the visiting persons, and the reflecting unit uses the schedule receiving unit. As a plurality of provisional schedules, the locations of the additional planned visits received are reflected in the schedule corresponding to the one date of the one visit person, and the adjustment unit is the one of the one visit person. With respect to the schedule corresponding to one date, the scheduled visit time corresponding to the tentative schedule may be adjusted so that the visit person can visit the last visited place at the date and time earlier.

The schedule management device causes the display unit to display a map corresponding to the visited place, and an image showing the visited place corresponding to the schedule on the map, and an image showing a visiting order. You may further provide the map display control part which displays.

The schedule reception unit may receive the place of the visit planned to be added to any of the schedules via the map displayed on the display unit.
The map display control unit may display an image showing the place of the visited place in a different display mode for each person in charge of visiting the visited place.

A schedule management system according to a second aspect of the present invention is a schedule management system including a terminal and a schedule management device, wherein the terminal includes a place of a visit assigned to a person in charge of the visit and the visit. The schedule management device has a display control unit that displays a schedule indicating a scheduled visit time to the destination and a scheduled stay time of the visiting staff at the visited destination, and the schedule management device, for each visiting staff. A storage unit that stores the schedule, a location of a visited destination that is scheduled to be added to any of the schedules, a schedule receiving unit that receives a planned staying time at the visited destination from the terminal, and a plurality of visiting persons Of the above-mentioned schedule, the place of the visited place to be added, and the planned staying time at the visited place, the visiting person who can visit the visited place to be added and the visiting person are A time that can be visited and candidate information indicating the planned staying time are displayed on the display unit of the terminal, and a candidate receiving unit that receives selection of the candidate information from the terminal, and based on the selected candidate information, In the schedule of the visiting person, a location of the destination to be added, a scheduled visit time to the visited destination, and a reflection unit that reflects the planned stay time at the visited destination as a tentative schedule, The display control unit may cause the display unit to display information indicating the tentative schedule on the schedule.

A schedule management method according to a third aspect of the present invention is a computer-implemented schedule management method that is executed by a computer, the location of a visit assigned to a person in charge of visit, the scheduled visit time to the visit, and the visit at the visit. A step of accepting the place of the visit to be added to any of the schedules of the plurality of visit staff indicating the staff's expected stay time and the planned stay time of the visit, and each of the plurality of visit staff. Based on the schedule, the location of the planned addition destination, and the planned staying time at the destination, the visit person who can visit the planned addition destination and the visit person visit A step of displaying the possible time and the candidate information indicating the planned stay time on the display unit and accepting the selection of the candidate information, based on the selected candidate information, in the schedule of the visiting person, And a step of reflecting, as a tentative schedule, the place of the visited place to be added, the scheduled visit time to the visited place, and the planned stay time at the visited place.

According to the present invention, there is an effect that it is possible to efficiently create a schedule for a visit to a visited place.

It is a figure which shows the outline of the schedule management system which concerns on this embodiment. It is a figure which shows the structure of the schedule management apparatus which concerns on this embodiment. It is a figure which shows an example of a schedule management screen. It is a figure which shows an example of the state where the map was displayed on the schedule management screen. It is a figure showing an example of a state where candidate information was displayed on a schedule management screen. It is a figure which shows an example of the state where the tentative schedule was displayed on the schedule management screen. It is a figure explaining a reroute process and a confirmation process. It is a figure which shows an example of the schedule screen classified by person in charge. It is a flow chart which shows a flow of processing of a schedule management device concerning addition of a visit place when a schedule management screen is displayed. It is a flow chart which shows a flow of processing of a schedule management device concerning addition of a visit place in a schedule screen classified by person in charge.

[Outline of Schedule Management System S]
FIG. 1 is a diagram showing an outline of a schedule management system S according to this embodiment. The schedule management system S is a system that includes a schedule management device 1 and a terminal 2 and manages the schedules of a plurality of visiting staff who perform route sales, for example. Although only one terminal 2 is shown in FIG. 1, the present invention is not limited to this, and a plurality of terminals 2 may be connected to the schedule management device 1.

The schedule management device 1 is a server including a control unit and a storage unit, and the terminal 2 is a terminal such as a personal computer or a tablet including the control unit and the storage unit. The terminal 2 communicates with the schedule management device 1 via a communication network such as a mobile phone line or the Internet.

The schedule management device 1 displays the schedule of the visiting staff on the terminal 2 in response to the acquisition of the schedule display request from the terminal 2 ((1) in FIG. 1). When the schedule management device 1 receives information indicating a place to be visited and a planned staying time from the terminal 2 as a schedule to be added to the schedule ((2) in FIG. 1), the schedule is visited by the person in charge of the visit. One or more pieces of candidate information indicating the time that the person in charge can visit and the planned stay time are displayed ((3) in FIG. 1). The schedule management device 1 reflects the tentative schedule in the schedule of the visiting person based on the candidate information selected by the terminal 2 from one or more pieces of candidate information ((4) in FIG. 1). The schedule management device 1 adjusts the scheduled visit time to the visited place corresponding to the tentative schedule according to the instruction from the terminal 2 ((5) in FIG. 1). Here, the tentative schedule is a schedule that has not been fixed as the schedule of the person in charge of the visit, and the scheduled visit time can be adjusted.

By doing so, the user of the terminal 2 can grasp the visit contact person who can visit the destination to be added, and the visit person who can visit the destination to be added. Since it is possible to know the optimum time to visit the visited place, it is possible to efficiently create the schedule of the visiting person.

FIG. 2 is a diagram showing the configuration of the schedule management device 1 according to the present embodiment. The schedule management device 1 includes a communication unit 11, a storage unit 12, and a control unit 13.
The communication unit 11 communicates with the terminal 2 via a communication network such as a mobile phone line or the Internet.

The storage unit 12 is, for example, a ROM, a RAM, a hard disk, or the like. The storage unit 12 stores various programs for causing the schedule management device 1 to function. The storage unit 12 stores a schedule management program that causes the control unit 13 of the schedule management device 1 to function as the schedule display unit 131, the schedule reception unit 132, the candidate reception unit 133, the reflection unit 134, and the adjustment unit 135. The storage unit 12 may read and store a program stored in a storage medium such as an external memory, or may store a program downloaded from an external device via a communication network.

In addition, the storage unit 12 visits a schedule indicating a place where the visit is assigned to a plurality of persons in charge of visit, a scheduled visit time to the visit, and a planned stay time of the visit staff at the visit. Remember for each person in charge.

The control unit 13 is, for example, a CPU. The control unit 13 controls various functions of the schedule management device 1 by executing various programs stored in the storage unit 12. The control unit 13 includes a schedule display unit 131, a schedule reception unit 132, a candidate reception unit 133, a reflection unit 134, and an adjustment unit 135.

[Adding tentative appointments to multiple visitors]
The control unit 13 uses the schedule display unit 131, the schedule receiving unit 132, the candidate receiving unit 133, the reflecting unit 134, and the adjusting unit 135 to add the temporary schedule to a plurality of visiting persons. Then, the control unit 13 performs a rerouting process for adjusting the temporality of the added provisional schedule and a confirmation process for confirming the provisional schedule as a confirmed schedule. The function related to the addition of the tentative schedule to a plurality of persons in charge of visit will be described below. As a general rule, it is not possible to change the scheduled visit time for the confirmed schedule.

In response to the acquisition of the schedule display request from the terminal 2, the schedule display unit 131 causes the terminal 2 to display a schedule management screen showing the schedules of the plurality of visiting staff members.
FIG. 3 is a diagram showing an example of the schedule management screen. A first display area A1, a second display area A2, and a third display area A3 are displayed on the schedule management screen.

In the first display area A1, there is a confirmed scheduled object corresponding to each of the plurality of visiting staff, which shows the planned visiting time to the visited location and the planned visiting time of the visiting staff at the visited location. You can see that the included schedule is displayed. In the schedule object, for example, supplier names such as "Company A" and "Company B" are shown. When the scheduled object is selected on the terminal 2, the schedule display unit 131 causes the terminal 2 to display a screen showing the details of the confirmed schedule corresponding to the scheduled object.

In the second display area A2, a list of information indicating each of a plurality of customers is displayed. For example, the schedule display unit 131, in the terminal 2, in response to the selection of the button “select report” is selected, master information indicating a plurality of business partners to be displayed in the second display area A2. Is displayed from the terminal 2 and a list of information indicating a plurality of suppliers included in the master information is displayed in response to selection of the master information on the screen.

Further, a first switching image displayed as “list” and a second switching image displayed as “map” are displayed above the second display area A2, and the schedule display unit 131 , The list display and the map display are switched according to the selection of the first switching image or the second switching image.

The schedule display unit 131 functions as a map display control unit in response to the selection of the second switching image, and corresponds to the visited place in the second display area A2 displayed on the display unit of the terminal 2. In addition to displaying the map, the image showing the place corresponding to the schedule and the image showing the order of visit are displayed on the map.

FIG. 4 is a diagram showing an example of a state in which a map is displayed on the schedule management screen. As shown in FIG. 4, the schedule display unit 131 causes a plurality of circle images to be displayed on the map as an image showing the position of the customer. Further, the schedule display unit 131 displays an image showing the visiting person “user A” at a position corresponding to each of a plurality of destinations visited by the visiting person “user A”, as an image showing a place corresponding to the schedule. (For example, a visitor's face photograph) is displayed. In addition, the schedule display unit 131 displays the scheduled visit time to each of the plurality of visited places. In addition, the schedule display unit 131, as an image showing the order of visits, corresponds to each of the plurality of destinations visited by the person in charge of visit on the map, and an arrow indicating the destination to be visited next by the person in charge of visit. Is displayed. By doing so, the user of the terminal 2 can easily understand the schedule of the visiting staff by visually recognizing the map, and also easily know when and where the visiting staff is. You can

In the example shown in FIG. 4, the image showing the place corresponding to the schedule of one visiting person and the image showing the order of visiting are displayed, but the present invention is not limited to this. The schedule display unit 131 may display an image showing a place corresponding to the schedules of a plurality of visiting staff and an image showing a visiting order. In this case, the schedule display unit 131 may display the image showing the place of the visited place in a different display mode for each person in charge of visiting the visited place. By doing so, the user of the terminal 2 can easily distinguish the schedules of the plurality of visiting staffs by visually recognizing the map, and easily understand when and where the plurality of visiting staffs are. it can.

Further, when the information indicating each of a plurality of suppliers is displayed in a list in the second display area A2, the schedule display unit 131 selects the information indicating one supplier in the list, The information indicating the destination is displayed in a different mode from the information indicating the other business partner. In the example shown in FIG. 3, it can be confirmed that the customer “Y company” is selected.

When the information indicating one supplier is selected in the second display area A2, the schedule display unit 131 displays the information such as the location (address) of the supplier and the person in charge in the third display area A3, and the transaction. In addition to displaying the planned staying time and the like at the destination, a candidate selection button that displays "Search for assignment destination" is displayed. Here, as the scheduled stay time, a predetermined time (for example, 30 minutes) is displayed, but a change may be accepted in the third display area A3.

In response to the selection of the candidate selection button, the schedule receiving unit 132 displays the place of the visit planned to be added to any of the schedules corresponding to each of the plurality of visit staffs and the planned stay time at the visit. Accept. Specifically, the schedule receiving unit 132, the address of the customer displayed in the third display area A3, and the planned stay time, the place of the visit planned to be added to any of the schedules, and the visit destination. Accepted as scheduled stay time in.

Note that the schedule receiving unit 132 may receive the place of the visit planned to be added to any of the schedules via the map included in the schedule management screen displayed on the display unit of the terminal 2. Specifically, the schedule reception unit 132 selects the circle image showing the position of the supplier displayed on the map shown in FIG. 4 to add the schedule to one of the schedules of the plurality of visiting staff. You may make it accept the place of the visit of. By doing so, the user of the terminal 2 can efficiently check the visiting position of the visiting person displayed on the map and the position of the visiting destination to be added, while the visiting person efficiently It is possible to select a destination that can be visited as a destination to be added.

Further, the schedule reception unit 132, as the constraint information regarding the visit to the planned addition destination, information related to the time when the visit to the planned addition destination is permitted, and the visit to the planned addition destination are permitted. You may receive at least one of the information relevant to the time when it is not performed.

For example, the information related to the time when the visit to the planned addition destination is permitted is the information presented in advance from the visit destination or the information grasped by the visiting person who visited the visit destination in the past. The information is information indicating at least one of a visitable date and time, a visitable day of the week, a visitable time zone, a schedule of a person concerned at the visited place, and a visiting person who is permitted to visit the visited place.

In addition, the information related to the time when the visit to the planned additional destination is prohibited is the information presented in advance from the relevant visited destination or the information grasped by the visiting person who visited the relevant visited destination in the past. Information indicating at least one of a visit prohibited date and time, a visit prohibited day, a visit prohibited time period, a date and time when a person concerned at the visited destination is absent, and a visit person who is not allowed to visit the visited destination. Is.

The candidate reception unit 133, based on the schedules of the plurality of person in charge of visit, the place of the planned addition destination received by the schedule reception unit 132, and the planned staying time at the destination, the planned addition destination. The display section of the terminal 2 displays the candidate information indicating the visiting person who can visit, the time when the visiting person can visit, and the planned staying time, and accepts the selection of the candidate information.

Specifically, the candidate receiving unit 133 refers to the respective schedules of the plurality of visiting staff members and specifies the free time in the visiting staff members' schedule. Then, the candidate receiving unit 133 moves, in the specified free time, from the visited place immediately before the free time to the place of the added planned visit, the stay based on the planned stay time of the added planned visit, and the added plan. By determining whether or not it is possible to move from the visited place to the visited place immediately after the free time, it is determined whether or not the candidate information can be inserted into the free time.

Here, when there are a plurality of consecutive free times for one user, the candidate receiving unit 133 determines whether or not the candidate information can be inserted for each of the plurality of free times. When the candidate receiving unit 133 determines that the candidate information can be inserted into the specified free time, the candidate information is displayed in the display area corresponding to the free time in the first display area A1 displayed on the terminal 2. Display the candidate object corresponding to.

FIG. 5 is a diagram showing an example of a state in which candidate information is displayed on the schedule management screen. In the example shown in FIG. 5, it can be confirmed that the candidate object corresponding to the candidate information is displayed in a display mode different from that of the scheduled object corresponding to the confirmed schedule. For example, in the schedule of the user D, it can be confirmed that the candidate objects indicated as “Y company” are displayed at 12:00 and 17:00.

Here, when the schedule receiving unit 132 receives the constraint information, the candidate receiving unit 133 may display the candidate information on the display unit of the terminal 2 based on the constraint information. Specifically, the candidate reception unit 133 determines, for each of the plurality of available times, based on the constraint information received by the schedule reception unit 132, whether or not the visiting person corresponding to the available time can visit. To judge.

When the candidate accepting unit 133 accepts, as the constraint information, the information related to the time during which the visit to the destination to be added is permitted, the candidate accepting unit 133 determines that only the free time corresponding to the relevant time can be visited. You may judge. In addition, when the candidate receiving unit 133 receives, as the constraint information, information related to a time when the visit to the planned addition destination is not permitted, a free time different from the free time corresponding to the time. May be determined to be a time zone during which the visit is possible.

When the candidate receiving unit 133 determines that the candidate information can be inserted into the free time specified based on the constraint information, the candidate receiving unit 133 corresponds to the free time in the first display area A1 displayed on the terminal 2. A candidate object corresponding to the candidate information is displayed in the display area.

Further, the candidate receiving unit 133 may display the candidate information on the display unit of the terminal 2 based on the working hours set for each of the plurality of visiting staff. For example, when the administrator of the schedule management device 1 sets the working hours of each of the plurality of visiting staffs from 9:00 to 18:00, the candidate reception unit 133 cannot visit the free time after 18:00. The time zone is set, and the time zone in which the person in charge of visiting can visit is specified from the free time before 18:00.

The working hours set for each of the plurality of visiting persons may be different from each other. Further, the working hours may include overtime available hours. For example, it is assumed that the administrator of the schedule management device 1 sets the working hours of the visiting user “user A” from 9:00 to 21:00, and sets the working hours from 18:00 to 21:00 as overtime workable hours. In this case, the candidate accepting unit 133 sets the free time from 9:00 to 21:00 for the visit person in charge “user A” as a visitable time zone, and identifies the visitable time zone from the available time. Good. Here, different overtime possible times may be set for each of the plurality of visiting personnel. By doing so, the schedule management device 1 can display the candidate information according to the situation of the person in charge of visiting.

Further, the candidate receiving unit 133 may display an object indicating the travel time to each of the visiting places corresponding to each of the plurality of planned objects and the candidate objects, immediately before the planned object and the candidate object. By doing so, the user of the terminal 2 can easily confirm the travel time to each destination.

Based on the selected candidate information, the reflecting unit 134 tentatively adds the place of the planned visit destination, the scheduled visit time to the visited destination, and the planned stay time at the visited destination to the schedule of the visiting person. Reflect as a schedule.

Specifically, the reflecting unit 134 displays the destination indicated by the selected candidate object in the third display area A3 in response to the selection of one candidate object from the plurality of candidate objects on the terminal 2. The displayed information, the person in charge of visiting, the scheduled visit time, and the planned stay time are displayed, and a reception button (not shown) for accepting the registration of the temporary schedule is displayed.

In response to the selection of the reception button, the reflection unit 134 adds the planned visit location to the visiting person in charge, the planned visit time to the visited location, and the planned visit time at the visited location. The planned stay time and the temporary schedule are reflected. The reflecting unit 134 displays the provisional scheduled object instead of the selected candidate object in the first display area A1 displayed on the terminal 2 and hides the unselected candidate objects.

FIG. 6 is a diagram showing an example of a state in which a tentative schedule is displayed on the schedule management screen. In the example shown in FIG. 6, it can be confirmed that the temporary schedule object indicated as “Y company” is displayed in the display mode different from the schedule object and the candidate object in the schedule of the user D.

The adjusting unit 135 adjusts the scheduled visit time corresponding to the temporary schedule when one or more temporary schedules display one or more temporary schedules. Specifically, the adjustment unit 135 reflects the tentative schedule by the reflection unit 134 in response to receiving an instruction to execute the reroute process, which is a process of adjusting the scheduled visit time corresponding to the tentative schedule on the schedule management screen. For the schedule on a different date, the rerouting process is executed to adjust the scheduled visit time corresponding to the tentative schedule so that the visit person can visit the last visited destination earlier on that date.

FIG. 7 is a diagram illustrating a rerouting process and a confirmation process for confirming a tentative schedule. FIG. 7 shows the schedule of the visiting person “user D” as a schedule for performing the reroute process. FIG. 7A is a diagram showing an example of a schedule before the reroute process is executed. In FIG. 7(a), it can be confirmed that provisional schedule objects corresponding to the visit destinations “X company”, “Y company”, and “Z company” to be added are displayed as provisional schedule objects indicating the provisional schedule. .. Further, it can be confirmed that the first image i1 in the shape of a car and the second image i2 in the shape of a cloud are displayed in the schedule.

The first image i1 is an image that receives a reroute process execution instruction from the user of the terminal 2. In response to the selection of the first image i1, the adjustment unit 135 executes the reroute process of the schedule of the visiting person (user D) corresponding to the first image i1.

FIG. 7B is a diagram showing an example of the schedule after the reroute process is executed. In FIG. 7B, the provisional scheduled visit time corresponding to the additional visit destinations “X company” and “Y company” is adjusted during the free time from 12:00 to 14:20. At the same time, it can be confirmed that the temporary scheduled visit time corresponding to the additional visit destination “Company Z” is adjusted during the free time from 14:40 to 16:00. As a result, it can be confirmed that the last visit destination of the person in charge of visit “user D” is “S company”, and the scheduled visit time to the last visit destination is earlier than before the adjustment. In this way, the schedule management device 1 can adjust the schedule so that the free time included in the schedule of the person in charge of visit is shortened and the scheduled visit time to the last visit destination is shortened.

The second image i2 is an image that receives an instruction to execute a confirmation process for confirming the tentative schedule from the user of the terminal 2. The reflecting unit 134 executes the process of confirming the schedule of the visiting person corresponding to the second image i2 in response to the selection of the second image i2.

FIG. 7C is a diagram showing an example of the schedule after the confirmation process is executed. In FIG. 7C, it can be confirmed that the tentative schedule objects corresponding to the visit destinations “X company”, “Y company”, and “Z company” to be added have changed to schedule objects indicating a confirmed schedule. ..

[Create a schedule for one visitor]
The control unit 13 can collectively add the temporary schedule to one visiting person by the schedule display unit 131, the schedule reception unit 132, the reflection unit 134, and the adjustment unit 135. Then, the control unit 13 performs a reroute process for the plurality of added provisional schedules and a confirmation process for confirming the provisional schedules. The function related to the creation of the schedule of one visit person will be described below.

When one visit person is selected in the first display area A1 of the schedule management screen, the schedule display unit 131 displays a schedule screen for each person who shows the schedule of the selected one visit person. FIG. 8 is a diagram showing an example of a schedule screen for each person in charge. As shown in FIG. 8, a fourth display area A4, a fifth display area A5, a sixth display area A6, and a seventh display area A7 are displayed on the person-in-charge schedule screen.

In the fourth display area A4, a map showing the location of each of a plurality of business partners is displayed. In the fifth display area A5, information indicating each of a plurality of customers is displayed in a list. The list displayed in the fifth display area A5 is provided with a check box for selecting a customer as an order to be added, and "Add checked record to schedule list" is displayed. A first addition button for registering a plurality of registered business partners in a schedule list indicating a tentative schedule is displayed. The schedule receiving unit 132 plans to add the locations of a plurality of business partners whose checkboxes are checked to the schedule corresponding to one date of one visit person in response to the selection of the first addition button. Accepted as multiple places to visit. Here, the one person in charge is the visiting person displayed at the top of the person-in-charge schedule screen, and is the user C in the example shown in FIG. 8. In addition, the date and time of one is the date displayed at the top of the schedule screen for each person in charge, which is December 11, 2015 in the example shown in FIG.

In the sixth display area A6, the information of the supplier selected in the fifth display area A5 is displayed, and the second addition button displayed as "Add to schedule list" is displayed. The second addition button is a button for registering one supplier displayed in the sixth display area A6 in the schedule list. In response to the selection of the second addition button, the schedule reception unit 132 schedules the location of the one supplier displayed in the sixth display area A6 corresponding to the date of one visitor. Accepted as multiple places to be added to.

The reflection unit 134 indicates the places of the additional planned visits, which the schedule reception unit 132 has received via the fifth display area A5 and the sixth display area A6, as a plurality of temporary schedules on the schedule screen for each person in charge. The provisional schedule is displayed in the seventh display area A7 by reflecting it on the schedule corresponding to the one date of the one visiting person. In the seventh display area A7, information corresponding to the business partner accepted as the place of the visited place to be added is displayed as the tentative schedule. Further, in the seventh display area A7, “Reroute” is displayed, and an execution button for receiving an instruction to execute a reroute process that is a process of adjusting the scheduled visit time corresponding to the displayed provisional schedule is displayed.

The adjusting unit 135, in response to the execution button displayed in the seventh display area A7 being selected, regarding the schedule corresponding to one date of one visit person, the last time of the visit person at the date and time. The scheduled visit time corresponding to the tentative schedule is adjusted so that the visit time to the destination is shortened. Here, for example, ten provisional schedules are shown in the seventh display area A7 shown in FIG. There are 10 factorial visit orders (3628800 ways) for the 10 tentative appointments. If the time to visit the last visited destination is calculated for all the visit orders and the visit order is evaluated, the processing load of the schedule management device 1 increases, so the adjustment unit 135 causes all the visit orders to be evaluated. Regarding the visit order, the visit order up to the middle is evaluated, and the visit order with the lowest evaluation is excluded from the evaluation.

Specifically, when there are a plurality of tentative schedules in the schedule corresponding to one date, the adjusting unit 135 selects the first visiting place corresponding to one tentative schedule of the plurality of tentative schedules. And For example, the adjustment unit 135 determines, as the first visiting place, the closest visiting place from a predetermined position (for example, the working place of the visiting person) among the plurality of visiting places corresponding to the plurality of provisional schedules. Then, the adjustment unit 135 evaluates the visit order up to the middle of all the visit orders that can be taken when the first visit place visits all other visit places.

For example, the adjustment unit 135 orders all visits from the first visited place to some of the other visited places (eg, 10 visited places) (eg, 3 visited places). About, the time required for the visit is calculated and the order of the visit is evaluated.

Then, the adjustment unit 135 excludes the visit order in which the visit time is relatively long, that is, the visit order with a low evaluation, and evaluates the subsequent visit orders, thereby making a plurality of temporary schedules. Adjust the order of visits in the order of visits with a relatively high evaluation. Here, the adjustment unit 135 may evaluate the visit order up to the middle again when the visit order to be evaluated is evaluated, and exclude the visit order with a low evaluation from the evaluation targets. .. In this way, the schedule management device 1 does not evaluate the possible visit orders at one time, evaluates the visit order up to the middle, limits the visit order with the highest evaluation, and continues the evaluation. It is possible to specify a visit order close to the optimum visit order in a short time.

In addition, as a result of executing the reroute process, the adjustment unit 135 indicates that if it is impossible to visit all the destinations during the working hours of the visiting person, it is impossible to visit during the working hours. The error message may be displayed on the schedule screen for each person in charge. In addition, as a result of executing the reroute process, the adjustment unit 135 excludes one or more planned visit destinations from the visit schedule targets when it is impossible to visit all the visited destinations during the working hours of the visit person. Reroute processing may be performed. Then, as a result of executing the reroute process, the adjustment unit 135 temporarily changes the planned visit destinations that are not the visit target, when the planned visit destinations left as the visit target during the working hours of the visiting person can be visited. By deleting from the schedule, a message indicating that a visit is possible during working hours may be displayed on the schedule screen for each person in charge.

When the reroute process is performed on the person-in-charge schedule screen, the reflecting unit 134 may change the tentative schedule after the reroute process to the confirmed schedule. Further, the reflecting unit 134 causes the seventh display area A7 to display a button for accepting the confirmation processing for changing the provisional schedule after the reroute processing into the confirmed schedule, and the provisional portion after the reroute processing is displayed according to the selection of the button. The schedule may be changed to a confirmed schedule.

[Processing flow for adding visits on the schedule management screen]
Subsequently, a flow of processing in the schedule management device 1 will be described. FIG. 9 is a flowchart showing the flow of processing of the schedule management device 1 relating to the addition of a visited place when the schedule management screen is displayed.

First, it is determined whether the schedule receiving unit 132 has received the information on the planned visit destinations to be added to the schedule by pressing the candidate selection button that is displayed as “Search for an assignee” in the third display area A3 in FIG. Is determined (S1). If the schedule receiving unit 132 determines that the information of the planned visit destination has been received, the process proceeds to S2, and if the schedule receiving unit 132 determines that the information of the planned visit destination has not been received, the schedule receiving unit 132 shifts the process to S3.
In S2, the candidate receiving unit 133 displays the candidate objects corresponding to the candidate information in the schedules of the plurality of visiting staff displayed in the first display area A1.

Subsequently, the reflection unit 134 determines whether the candidate object corresponding to the candidate information displayed in the schedule has been selected (S3). If the reflecting unit 134 determines that the candidate object is selected, the reflecting unit 134 shifts the processing to S4, and if it determines that the candidate object is not selected, the reflecting unit 134 shifts the processing to S5.
In S4, the reflecting unit 134 reflects the tentative schedule in the schedule based on the candidate information corresponding to the selected candidate object.

Subsequently, the adjustment unit 135 determines whether or not the reroute processing execution instruction has been received by determining whether or not the first image i1 that receives the reroute processing execution instruction displayed in the schedule has been selected. (S5). When determining that the instruction to execute the reroute process has been received, the adjustment unit 135 moves the process to S6, and if it determines that the instruction to execute the reroute process has not been received, the adjuster 135 moves the process to S7.
In S6, the adjustment unit 135 executes the reroute process of the schedule of the visiting person corresponding to the first image i1.

Subsequently, the reflecting unit 134 determines whether or not the confirmation process execution instruction is received by determining whether or not the second image i2 that receives the confirmation process execution instruction for confirming the tentative schedule displayed in the schedule is selected. It is determined whether or not (S7). When the reflection unit 134 determines that the confirmation processing execution instruction has been received, the processing proceeds to S8, and when the reflection processing execution instruction determines that the confirmation processing execution instruction has not been received, the processing proceeds to S1.
In S8, the reflection unit 134 executes the process of confirming the schedule of the visiting person corresponding to the second image i2 in response to the selection of the second image i2. As a result, the tentative schedule is changed to the confirmed schedule.

[Processing flow for adding visits on the schedule screen for each person in charge]
FIG. 10 is a flowchart showing the flow of processing of the schedule management device 1 relating to the addition of a visited place on the schedule screen for each person in charge.

First, the schedule receiving unit 132 displays the first addition button displayed in the fifth display area A5 or the second addition button displayed in the sixth display area A6 on the staff-specific schedule screen shown in FIG. Based on the selection, it is determined whether or not the information on the planned visit destination has been received (S11). When the schedule receiving unit 132 determines that the information of the planned visit destination has been received, the process proceeds to S12, and when the schedule receiving unit 132 determines that the information of the planned visit destination has not been received, the schedule receiving unit 132 shifts the process to S13.
In S<b>12, the reflection unit 134 reflects the information of the visit destination to be added, which is received by the schedule reception unit 132, as a plurality of provisional schedules in the schedule corresponding to one visiting person.

Subsequently, the adjustment unit 135 determines whether or not the execution button for accepting the execution instruction of the reroute process displayed in the seventh display area A7 is selected on the schedule screen for each person in charge shown in FIG. It is determined whether an instruction to execute the reroute process has been received (S13). When determining that the instruction to execute the reroute process is received, the adjustment unit 135 moves the process to S14, and if it is determined that the instruction to execute the reroute process is not received, the adjuster 135 moves the process to S11.
In S14, the adjustment unit 135 executes the reroute process of the schedule of the visiting person corresponding to the schedule screen for each person in charge.

Subsequently, the reflecting unit 134 performs a confirmation process of changing the tentative schedule after the reroute processing to the confirmed schedule (S15). The reflecting unit 134 causes the seventh display area A7 to display a button for accepting the confirmation process for changing the provisional schedule after the reroute process to the confirmed schedule, and the provisional unit after the reroute process is displayed according to the selection of the button. The schedule may be changed to a confirmed schedule.

[Effects of this embodiment]
As described above, the schedule management device 1 according to the present embodiment receives a place of a visit planned to be added to the schedule and a planned staying time at the visit, and schedules of each of a plurality of visiting persons and an addition schedule. Based on the location of the customer's place of visit and the planned staying time at the visiting place, the visiting person who can visit the additional visiting place, the time that the visiting person can visit, and the staying time. The candidate information indicating is displayed on the display unit, the selection of the candidate information is accepted, and based on the selected candidate information, the visiting person's schedule and the location of the planned additional destination and the visit to the relevant destination are received. The scheduled time and the planned staying time at the visited place are reflected as a temporary schedule. By doing so, the user of the terminal 2 can grasp the visit contact person who can visit the destination to be added, and the visit person who can visit the destination to be added. Since it is possible to know the optimum time to visit the visited place, it is possible to efficiently create the schedule of the visiting person.

Although the present invention has been described above using the embodiment, the technical scope of the present invention is not limited to the scope described in the above embodiment. It is apparent to those skilled in the art that various changes or improvements can be added to the above-described embodiment. It is apparent from the scope of the claims that the embodiment added with such changes or improvements can be included in the technical scope of the present invention.

1...Schedule management device, 11...Communication unit, 12...Storage unit, 13...Control unit, 131...Schedule display unit, 132...Schedule receiving unit, 133...Candidate Reception unit, 134... Reflection unit, 135... Adjustment unit, 2... Terminal

Claims (11)

For each visitor, a schedule indicating the place of the visit assigned to the visitor, the confirmed scheduled time for the visit, and the planned staying time of the visitor at the visit is stored for each visitor. Storage unit
A schedule receiving unit that receives a place to be visited that is scheduled to be added to any of the schedules, and a scheduled stay time at the visited place,
Based on the schedule of each of the plurality of visit staff, the place of the planned visit to be added, and the planned staying time at the visited place, the plurality of visits capable of visiting the planned visit to be added. and personnel, and the visitors personnel can visit time, is displayed on the display unit a plurality of candidate information indicating said scheduled stay time, among the plurality of candidate information, candidate for accepting a selection of one of the candidate information With the reception department,
In the schedule of the visiting person corresponding to the selected one piece of the candidate information, the location of the destination to be added, the scheduled visit time to the visited destination, and the scheduled stay time at the visited destination are shown. , A reflection unit for reflecting the tentative schedule whose scheduled visit time is an undetermined schedule ,
In the schedule of the date and time when the tentative schedule is reflected by the reflecting unit, the visit time of the visiting person to the last destination at the date and time is the last time when the reflecting unit reflects the tentative schedule. An adjustment unit that adjusts the scheduled visit time corresponding to the tentative schedule so that it is earlier than the visit time to the destination,
After the adjustment unit adjusts the scheduled visit time corresponding to the tentative schedule, when the execution instruction of the confirmation process for confirming the tentative schedule is accepted, the adjustment unit confirms the tentative schedule in which the scheduled visit time is adjusted. A confirmation processing unit that confirms the schedule in which the tentative schedule is reflected by changing the schedule to the completed schedule, and displays the confirmed schedule on the display unit;
A schedule management device provided with. The schedule reception unit, as the constraint information regarding the visit to the destination to be added, information relating to the time when the visit to the destination is permitted and the time when the visit to the destination is not permitted. Further acceptance of relevant information and/or
The candidate receiving unit displays the candidate information on the display unit based on the constraint information.
The schedule management device according to claim 1. The candidate receiving unit causes the display unit to display the candidate information based on the working hours set for the visiting staff.
The schedule management device according to claim 1. The candidate receiving unit causes the display unit to display the candidate information based further on the overtime available time set for the visiting person.
The schedule management device according to claim 3. In the case where the schedule includes a plurality of the tentative schedules, the adjustment unit is in the middle of all the visit orders that can be taken when any one of the plurality of the tentative schedules is the first visited place. The order of visits up to, and the order of visits with a low evaluation are excluded from the evaluation, and the order of subsequent visits is evaluated, so that the order of visits of the above-mentioned provisional plans is relatively high. Adjust the order of visits,
The schedule management device according to claim 1 . The schedule reception unit receives a plurality of places to be visited that are scheduled to be added to the schedule corresponding to one date of one of the plurality of visiting staff,
The reflecting unit reflects a plurality of provisional schedules of the visited places of the additional schedule received by the schedule receiving unit as a plurality of temporary schedules, and reflects the schedule corresponding to the one date of the one visiting person,
The adjusting unit responds to the tentative schedule so that the visit person in the schedule corresponding to the one date has a shorter visit time to the last visit destination at the date and time of the visit person. Adjust your scheduled visit time,
The schedule management device according to claim 1 . Map display control for displaying a map corresponding to the visited place on the display unit, and displaying an image showing the visited place corresponding to the schedule and an image showing a visit order on the map. Further comprises a section,
Schedule management apparatus according to any one of claims 1 to 6. The schedule receiving unit receives a place of a visit planned to be added to any of the schedules via the map displayed on the display unit,
The schedule management device according to claim 7 . The map display control unit displays an image showing the place of the visited place in a different display mode for each person in charge of visiting the visited place,
Schedule management apparatus according to claim 7 or 8. A schedule management system comprising a terminal and a schedule management device,
The terminal is
Display the schedule indicating the place of the visit assigned to the visit person, the confirmed planned visit time to the visit person, and the planned stay time of the visit person at the visit person on the display unit Has a display control unit for
The schedule management device,
A storage unit that stores the schedule for each visitor,
A location of a visited site that is scheduled to be added to any of the schedules, and a scheduled reception unit that receives a planned stay time at the visited site from the terminal,
Based on the schedule of each of the plurality of visit staff, the place of the planned visit to be added, and the planned staying time at the visited place, the plurality of visits capable of visiting the planned visit to be added. A plurality of candidate information indicating a person in charge, a time that the visit person can visit, and the planned stay time are displayed on the display unit of the terminal , and one candidate is selected from the plurality of candidate information from the terminal. A candidate reception part that accepts information selection,
In the schedule of the visiting person corresponding to the selected one piece of the candidate information, the location of the destination to be added, the scheduled visit time to the visited destination, and the scheduled stay time at the visited destination are shown. , A reflection unit for reflecting the tentative schedule whose scheduled visit time is an undetermined schedule ,
In the schedule of the date and time when the provisional schedule is reflected by the reflection unit, the visit time of the visit person to the last destination at the date and time is the visit to the last destination at the time when the provisional schedule is reflected. An adjustment unit that adjusts the scheduled visit time corresponding to the tentative schedule so that it is earlier than the time,
After the adjustment unit adjusts the scheduled visit time corresponding to the tentative schedule, and when an instruction to execute a confirmation process for determining the tentative schedule is received from the terminal, the adjustment unit adjusts the scheduled visit time. By changing the schedule to a confirmed schedule, a confirmation processing unit for confirming the schedule reflecting the tentative schedule ,
The display control unit causes the display unit to display information indicating the tentative schedule on the schedule, and displays an image that receives an instruction to execute a confirmation process for confirming the tentative schedule .
Schedule management system. Executed by a computer,
Schedules of multiple visitors indicating the location of the visit assigned to the visitor, the confirmed planned visit time to the visit, and the planned stay time of the visitor at the visit. A step of accepting the place of the visit planned to be added to any of the places and a planned stay time at the visit,
Based on the schedule of each of the plurality of visit staff, the place of the planned visit to be added, and the planned staying time at the visited place, the plurality of visits capable of visiting the planned visit to be added. A step of displaying a plurality of candidate information indicating a person in charge, a time that the person in charge can visit, and the planned stay time on the display unit, and receiving a selection of one candidate information from the plurality of candidate information. When,
In the schedule of the visiting person corresponding to the selected one piece of the candidate information, the location of the destination to be added, the scheduled visit time to the visited destination, and the scheduled stay time at the visited destination are shown. , A step of reflecting a tentative schedule whose scheduled visit time is an undetermined schedule ,
In the schedule of the date and time when the tentative schedule is reflected, the visit time of the visiting person to the last destination at the date and time is earlier than the time to visit the last destination at the time when the tentative schedule is reflected. So that the scheduled visit time corresponding to the tentative schedule is adjusted,
After the scheduled visit time corresponding to the tentative schedule is adjusted in the adjusting step, when an instruction to execute a confirmation process for confirming the tentative schedule is received, the temporary schedule with the scheduled visit time adjusted is already confirmed. A step of fixing the schedule in which the tentative schedule is reflected by changing the schedule,
A step of displaying the schedule after confirmation, in which the temporary schedule is reflected by the step of confirming, on the display unit,
A schedule management method comprising: