JPH10322383A - System for setting circulation/approval route for electronic document - Google Patents

Abstract

PROBLEM TO BE SOLVED: To prevent erroneous setting owing to the error of route grasping and to facilitate previous setting and maintenance by retrieving individual information corresponding to a post name on a circulation/approval route from an individual information table, applying it to the route and deciding the route containing an individual name. SOLUTION: CPU 1 has an inner memory for storing a control program, a program for regulating the circulation/approval processing procedure of the electronic document and necessary data. The circulation/approval route by the post name of the pertinent document is obtained from the route information table 21 of a storage device based on a document name, for example. The individual name corresponding to the post of the circulation/approval route is retrieved from an individual information table 22 based on user ID. Individual ID of a person in charge of reception is obtained from the name of the other department in an other department information table 23, the individual name of the part is retrieved and a concrete route is decided. When the same person emits the same type of document next time from a route history information table 24, the information is set to be an initial value and automatic setting is realized.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

[0001] 1. Field of the Invention [0002] The present invention relates to a setting system in a digital document circulation / approval route process using a computer.

[0002]

2. Description of the Related Art In an organization such as a company, paper is generally used as a medium as a method of circulating various documents and obtaining approval of related parties, but with the spread of computers in recent years. In addition, various documents are converted into electronic data, and circulation / approval processing by computer is also in practical use.

[0003] Conventionally, as a method for setting the circulation / approval route of such an electronic document, when a sender transmits a document, a method of inputting and setting all persons who should circulate the document, or There is known a method in which a sender and an approver input and set only the next-ranked person, respectively. However,
In the case of the former caller's input method for all parties involved, it is not necessary for all parties to be involved in the route setting, but it is easy for the caller to misconfigure the route due to mistakes in grasping the entire route, etc. In the case of the ranking input setting method, although there is no error in the route setting, there is a problem that all the persons involved on the route must be involved in the route setting one by one.

[0004] On the other hand, if all the specific routes including the titles and the personal names of all the persons concerned are input and registered in advance for each individual and for each type of document, the erroneous setting of the route as described above is possible. Although the problem of involvement of all the concerned parties can be solved, in such a system, there are as many routes as there are members such as employees for one document. For example, according to an example of the circulation / approval route for the X document shown in Table 1 below, the route is as follows.

[0005]

[Table 1]

As a result, if the number of documents increases, the number of routes multiplied by the number of members multiplied by the number of documents is required as a whole, and a large number of input man-hours are inevitably required for advance setting and maintenance. The actual situation was a heavy burden on the manager.

[0007]

SUMMARY OF THE INVENTION The present invention has been made in view of the above-described conventional problems, and can prevent erroneous setting due to a mistake in grasping a route. Circulating electronic documents using a computer that is easy to set up and maintain easily.
An object of the present invention is to provide a route setting system in an approval process.

[0008]

According to the present invention, there is provided a route information table for storing circulation / approval routes based on job titles determined for each document type, and for each member, the name, job title and supervisor of the member. A personal information table for storing each personal information including information, a means for finding a circulation / approval route by the title of the document from the route information table, and a correspondence to the title on the circulation / approval route from the personal information table Means for retrieving personal information to be applied and determining a specific route including a personal name by applying the route to the route by a route setting system in the circulation and approval processing of electronic documents using a computer. The above object has been achieved.

In the electronic document circulation / approval route setting system according to the present invention, the route information table is different from the conventional one, and is not a specific route including the personal names of all related persons.
For example, the route set by the title of the organization, including the section manager to which the sender belongs, the section manager, the section manager to which the sender does not belong, the related section reception, the section manager, and the related section manager to the final approver. And the personal information table stores personal information including the name, title and boss information of all members of the organization such as company employees, so let's send a specific document Without knowing the specific route to circulate the document or the name of a specific post in the department, the person can first find out the route of the document from the route information table by post, and then By knowing personal information such as a specific personal name corresponding to the position title from the information table and applying this to the position name, a specific route including the personal name can be determined.

Further, according to the present invention, the route setting system further includes an other department information table for storing related other department name information, and a reception corresponding to the other department reception on the post title route from the other department information table. Means to retrieve personal information corresponding to the title on the other department route from the personal information table of the recipient after obtaining the person information, and apply the route to the route to determine the specific route including the personal name It also provides a route setting system in the circulation / approval processing of electronic documents.

In this route setting system, when it is necessary to circulate and approve not only the own department but also other related departments, a specific route to the other department is determined by acquiring the personal information of the other department receptionist. So you can
Routes can be set up across departments.

[0012] The present invention further provides a route history table for storing a history of a specific route including a personal name set in the past for each type of document and for each sender in the route setting system. Also provided is a route setting system in electronic document circulation / approval processing, which is provided with means for automatically setting the information as an initial value when the same person transmits the same type of document next time from the table.

In this route setting system, the specific route once set is stored, and can be used as it is next time unless the route is changed, so that it is not necessary to perform the above-mentioned fitting work every time a call is made.

[0014]

DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS Next, circulation of an electronic document according to the present invention will be described.
As an embodiment of the approval route setting system, a description will be given of a main example of setting a circulation / approval route of a business trip expense application.

FIG. 1 is a hardware configuration diagram of the route setting system. In FIG. 1, reference numeral 1 denotes a main control unit (hereinafter abbreviated as "CPU") for controlling the whole system as a whole, to which a storage device 2 is connected. The input device 4 including a pointing device such as a keyboard and a mouse, a display device 5 used for monitoring input data, and an output device 6 for outputting search data are connected to the CPU 1 via an input / output control unit 3. ing.

The CPU 1 has an internal memory for storing a control program such as an OS (Operating System), a program defining a circulation / approval processing procedure of an electronic document, and necessary data. Means for obtaining a circulation / approval route based on the title of the document from the table 21, a personal information table 2 using a user ID as a key
2 to retrieve a personal name or the like corresponding to the title of the circulation / approval route, or obtain the personal ID of the other department receptionist from the other department information table 23 using the other department name as a key, and then obtain the personal ID. Means for finding a personal name or the like corresponding to the position title on the other department route from the personal information table 22 by using the key as a key, determining a specific route including the personal name by applying to the route, and using the same route information from the route history table 24 next time. When a person sends a document of the same type, a means for automatically setting the information as an initial value is realized.

The storage device 2 is a storage means such as a hard disk, a flexible disk, or an optical disk.
2. Other department information table 23 and route history table 2
4 is stored.

In the route information table 21, a circulation / approval route determined for each document type is stored by title, for example, in the example shown in FIG. The own department route to which the caller belongs is the title of the section manager-manager, the name of the other department to which the caller does not belong is the accounting department, and the route within the accounting department as the other department is the reception-section manager-manager's title. Is stored. Incidentally, these document names, post names, and other department names are appropriately assigned codes and stored in a predetermined storage area of the route information table 21 in association with the respective names.

In the personal information table 22, personal information including the name of the person, the title of the person, and information on his / her boss is assigned to an ID code for each member of the organization such as a company employee. In the example shown in FIG. 3 (1), the boss information is stored in the form of a post title, a name, and a code, such as a section chief pID, a section manager bID, a section manager aID...

The other section information table 23 stores the related other section name and personal information of the person in charge of receiving the other section. For example, in the example shown in FIG. Person's personal information is stored as a receptionist ID.

In the route history table 24, a history of a specific route including a personal name set in the past is stored for each document type and for each sender. For example, in the example shown in FIG. Along with the ID, the route related persons in the own department and in other departments are stored by ID.

Next, according to the route setting system of the present invention according to the above-described embodiment, in the organization shown in Table 1, when the department A is the sales department and the department H is the accounting department, the sales staff d goes on a business trip. An example of route setting when applying for travel expenses will be described.

First, the sender (applicant) d inputs his / her user ID and the business trip expenses P as the document name. Note that the input of the document name may be an individual input using a keyboard or a selection input from a document name list previously input as data. With these two inputs, the CPU 1 searches the route information table 21 for a circulation / approval route based on the job title relating to the business trip expenses and displays the route on the display device 5.
It can be understood that the route for circulating and approving business trip expenses is the section manager / manager of the person / boss in the own department, and the reception / section manager / manager of the accounting department as other related departments (FIG. 2). At this stage, the specific personal names on each route are unknown.

Next, d uses its own user ID as a key and
PU1 retrieves the personal IDs of the section manager and the sales manager who are the bosses from the personal information table 22 [FIG.
(1)], assigning the corresponding personal ID to the title on the route in the own department, and circulating and approving the route in the sales department as the own department including the personal name of the principal DB section manager b-sales manager a. Confirm. If the final approver is the sales manager a and there are no related departments on the route, a specific route is determined at this stage.

In this example, since the accounting department as another department exists on the route, the code name R of the accounting department is used as a key.
The CPU 1 acquires the personal ID of the receiver of the accounting department from the other department information table 24 (FIG. 4). Then, using the personal ID of the recipient as a key, the CPU 1 searches the personal information table 22 for the name of the recipient and the personal ID of the section manager i and the manager h of the accounting department h (FIG. 3 (4)). By assigning the corresponding personal ID to the position on the route in the accounting department and applying the corresponding personal ID, the circulation / approval route in the accounting department as another department including the personal name of the receptionist k-I section manager i-manager h of the accounting department is determined. For example, all the specific routes are determined together with the route within the sales department which is the own department which has already been determined.
Is displayed on the display device 5 as shown in FIG.

When the sender d transmits by such a specific route, the electronic document is sequentially circulated and approved by each party on the route based on the user ID and the password.

The specific route including the personal name determined as described above is stored in the route history table 23 for each type of document and for each sender at the time of transmission, and the same person, for example, when the same d, for example, For example, when the travel expense P is transmitted, the above-mentioned person d-sales department B section manager b-sales department manager a-accounting department reception k-accounting department I section manager i-accounting department manager h is automatically set as an initial value. With this function, the caller does not need to set a specific route each time unless the route is changed.

[0028]

According to the system of the present invention, since the route can be known by the name of the official from the route information table, the specific whole route can be set without the sender having to know the whole route of the document. In addition to preventing erroneous setting due to a mistake in grasping the route, it is not necessary for all the concerned parties to be involved in the route setting.

Further, in the system of the present invention, not all the specific routes are registered in advance, but the routes by the title and each personal information are stored in separate tables, respectively. When using 10 types of documents, the conventional method requires 100 employees.
× The number of documents required to register 10 = 1,000 routes, whereas the system of the present invention required only registration of personal information for 100 employees and the registration of routes using 10 titles. And the prior setting and maintenance are extremely easy.

If the automatic setting function based on the route history table is used, particularly good results can be obtained in erroneous setting of the route and reduction in the number of input steps of the caller.

[Brief description of the drawings]

FIG. 1 is a schematic block diagram illustrating an example of a hardware configuration of a route setting system according to the present invention.

FIG. 2 is an explanatory diagram of the contents of a route information table in one embodiment of the route setting system of the present invention.

FIG. 3 is an explanatory view of the contents of a personal information table in one embodiment of the route setting system of the present invention.

FIG. 4 is an explanatory view of the contents of a route history table in one embodiment of the route setting system of the present invention.

FIG. 5 is an explanatory diagram of the contents of another department information table in one embodiment of the route setting system of the present invention.

FIG. 6 is an example of a display screen of a confirmed route in the embodiment of the route setting system of the present invention.

Claims (3)

[Claims] 1. A route information table for storing a circulation / approval route based on a job title determined for each document type, and for each member, individual information including the member's name, job title and supervisor information are stored. From the personal information table and the route information table.
Means for finding an approval route; means for finding personal information corresponding to the title on the circular / approval route from the personal information table, and applying a specific route including the personal name to the route, A route setting system in an electronic document circulation / approval process using a computer, characterized in that the system has a computer. 2. A department information table for storing related department information, and information on a recipient corresponding to the reception of another department on the post title route from the other department information table. 2. The route according to claim 1, further comprising: means for searching for personal information corresponding to the title on the other department route from the personal information table, and determining a specific route including the personal name by applying the route to the route. Setting system. 3. A route history table for storing a history of a specific route including a personal name set in the past for each type of document and for each sender, 3. A route setting system according to claim 1, further comprising means for automatically setting the information as an initial value when the information is transmitted.