JPH1139292A - Document management method and document retrieval method and device - Google Patents

Abstract

PROBLEM TO BE SOLVED: To smoothly and effectively perform various tasks to deal with a document by adding how to use a document in a task as an attribute for every document to be managed and managing the document and the task with relation secured between them. SOLUTION: A task registration processing part 3d registers a task, and a task retrieval processing part 3e retrieves the task based on the task name and the name of the person in charge of the task. A related document retrieval processing part 3f retrieves a related document that is referred to and produced for the task. A related task retrieval processing part 3g retrieves a related job that referred to and produced a document from another document. A task start processing part 3h designates true name and toe person in charge of the task to produce and display a task icon and starts the task. A task icon processing part 3i adds the document that is dragged and dropped on the task icon from a document list display part 3c and then deletes the task icon. Thus, how to use a document is added as an attribute in a task for every document to be managed. Then a document and a task are managed with relation secured between them.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

[0001] 1. Field of the Invention [0002] The present invention relates to a document management method and a machine-readable recording medium for associating a document with a business and applied to a system having a document management function.

[0002] The present invention relates to a document search method and a machine-readable recording medium that associate a document with a business and are applied to a client / server system that handles documents.

[0003] The present invention relates to a document retrieval apparatus having a document storage means for registering and retrieving documents, and a machine-readable recording medium used in the apparatus.

[0004]

2. Description of the Related Art Conventionally, as a document retrieval apparatus having a document storage means for registering and retrieving a document, an apparatus for retrieving a document from a keyword added at the time of document registration, or Japanese Patent Application Laid-Open No. 9-101990 (information There is a device for searching from the text or image of the document itself as shown in (Filtering Device).

Also, as shown in Japanese Patent Application Laid-Open No. 8-63465 (reference history display device), the name and time of a document referred to during document editing (creation) are recorded as history information for the edited document. There has been an apparatus which can obtain a reference history at the time of editing a specified document.

However, in each of the above-described prior arts, even if any of them can search for a document,
It is not possible to know what the document was created, referenced, changed, updated, and registered as a new document, by whom, for what business purpose, when, etc. For this reason, there is a problem that a required document cannot be searched efficiently with high reliability.

That is, in a conventional apparatus for searching a document from a keyword added at the time of registering the document, since the document search is simply based on the keyword, the search target document is uniquely determined by the keyword. For example, since search conditions are not considered at all with regard to the relationship between document creation or reference workers, there may be cases where it is not possible to reliably search for a document that is truly required, and therefore, a highly reliable document search function is realized. There is a problem that it cannot be done. Also, depending on the content and the number of keywords, there are a number of applicable documents, and a desired document must be extracted from the documents by an artificial visual operation. Therefore, it takes a lot of time and effort to search for the desired document. And a problem arises that efficient search operation cannot be performed.

In the conventional apparatus disclosed in Japanese Patent Application Laid-Open No. 9-101990 (information filtering apparatus), information having a high degree of similarity can be extracted and added with distribution of articles such as texts and images. This is information according to the similarity calculated according to the predetermined calculation,
Therefore, even in this type of apparatus, since search conditions are not considered at all with respect to, for example, document creation or the relationship between reference workers, a reliable search function for a document that is truly required cannot be expected, and reliability is not high. A problem arises in that a high document search cannot be efficiently performed.

A conventional apparatus disclosed in Japanese Patent Laid-Open No. 8-63465 (reference history display apparatus) has a history recording means for monitoring a reference action performed by the reference information display means and recording the same with time. Can be referred to as needed, and it is possible to search for documents referenced during the creation of the specified document, but search documents created from referenced documents in reverse. There was a problem that you can not do. In addition, since it is a one-way search function that enables a search for a reference document only for the specified document, the search is performed when the name of the specified document, such as a document created by Mr. A, cannot be clearly specified. Functions cannot be used. Therefore, even in this apparatus, since search conditions are not considered at all with respect to the relationship between a document creation or a reference worker, a reliable search function of a document which is truly required cannot be expected, and a highly reliable document can be expected. There is a problem that the search cannot be performed efficiently.

[0010]

As described above, in the prior art, in document management, a document under management is created by who, for what business purpose, and when. , Referenced, changed, updated, and registered as a new document, etc. There was a problem that it could not be searched.

When searching for a document, not only the keyword added at the time of document registration or the word in the text in the document, but also what kind of work the document was referred to or created in what kind of business, etc. By using the information (information that indicates the form of use of the document) that understands the “how documents are used in group work”, more efficient document search becomes possible.
In addition, here, the work that handles a document or the unit of a group of work is referred to as the work that handles the document or simply the work. For example, besides referring to related documents for creating a normal document, for example, menu information Various operations or tasks including provided information reference operations such as service menu reference, test and test result reference, and the like are referred to as operations.

The present invention has been made in view of the above circumstances,
Related tasks can be searched from documents, and related documents can be searched from tasks, so that necessary documents and tasks can be searched more efficiently, and various tasks handling documents can be performed efficiently. It is an object of the present invention to provide a document management method, a document search method, a document search device, and a machine-readable recording medium that can be frequently executed.

The present invention also provides a function for registering and storing a document operated in a document handling business together with a business name and a business person in charge, and a related document search function using this function. A document management method, a document search method, a document search device, and a machine-readable record that enable a related document to be searched from a person in charge or a business name, thereby enabling efficient and quick search for a required document. The purpose is to provide a medium.

Further, the present invention has a function of registering and storing a document operated in a document handling job together with a job name and a person in charge of the job, and a related job search function using this function. A document management method, a document search method, a document search device, and a machine readable device that enable a user or a creator to search for the contents of a related job, thereby enabling efficient and quick search of a required document. It is intended to provide a simple recording medium.

Further, the present invention has a function of registering and storing a document operated in a document handling job together with a job name and a person in charge of the job, and a related document search function using this function. A document management method, a document search method, a document search device, and a machine readable device that enable a user to search for a related document from a person in charge or a business name, thereby efficiently and quickly searching for a required document. It is intended to provide a simple recording medium.

Further, the present invention has a function of registering and storing a document operated in a job handling a document together with a job name and a person in charge of the job, and a related job search function using this function. A document management method, a document search method, a document search device, and a machine reading device that enable a user or a creator to search for the contents of a related task, thereby enabling efficient and quick search of required documents. It is an object to provide a possible recording medium.

[0017]

SUMMARY OF THE INVENTION The present invention relates to a business registration processing means for registering and storing, for each business, a business content comprising operation information such as reference and creation of a document, a business name, and a business person in charge. A related document search function that has a storage unit and searches for a related document from a business name or a business person in charge;
Implement the related business search processing function to search for related work from the document name, document creator name, and document creation time, and have the function to search for related documents from work and the function to search for related work from documents. Thus, the required documents and tasks can be searched more efficiently.

That is, the present invention relates to a document management method applied to a system having a document management function, in which each document to be managed is added with an attribute as to how the document is used in a business. And management by associating them with tasks.

Further, the present invention is a document management method applied to a system having a document management function, wherein a task for handling a document or a task in a group of tasks is utilized for each task. It is characterized in that a document and its form are added as attributes, and the document and business are managed in association with each other.

The present invention also relates to a client for handling documents.
A document search method applied to a server system, wherein at least a means for registering and managing the status of a business using a document with reference to or creation of a document is provided, and by correlating and managing the document and the business, It is characterized in that at least business can be searched from a document or a document can be searched from a business.

According to the present invention, there is provided a document retrieval apparatus having a document storage means for registering and retrieving a document.
In the business that handles documents, register the business content, business name, and business person name including at least the document identification information, the type information indicating the reference or creation of the document, and the time information at the time of business registration for each business Business registration processing means, and business storage means for storing each registered business, and input means for inputting search designation information including any of a business name, a business person's name, a document name, or a document person's name, A search unit for searching the business storage unit or the document storage unit for a business or a document related to the business based on the input search designation information, and capable of searching for a relevant business from the document; , A related document can be searched from.

According to the present invention, there is provided a document retrieval apparatus having a document storage means for registering and retrieving a document.
In the business that handles documents, register the business content, business name, and business person name including at least the document identification information, the type information indicating the reference or creation of the document, and the time information at the time of business registration for each business Task registration processing means, task storage means for storing the registered tasks, input means for designating the task name or the person in charge of the task, and the task corresponding to the designated task name or the person in charge of the task A business search means for searching from the storage means, a business display means for displaying and outputting the business searched by the business search means, and a related document search means for searching the business storage means for a document related to the searched business. Related document display means for displaying and outputting the document retrieved by the related document retrieval means, so that a related document can be retrieved from a person in charge of business or a business name.

According to the present invention, there is provided a document retrieval apparatus having a document storage means for registering and retrieving a document.
In the business that handles documents, register the business content, business name, and business person name including at least the document identification information, the type information indicating the reference or creation of the document, and the time information at the time of business registration for each business Task registration processing means, task storage means for storing registered tasks, input means for designating a document name or a document creator, and tasks related to the designated document name or the document creator. Related business search means for searching by means, and related business display means for displaying and outputting the business searched by the related business search means,
It is characterized in that the contents of the related business can be searched from the document name or the creator.

According to the present invention, there is provided a document retrieval apparatus having a document storage means for registering and retrieving a document.
In the business that handles documents, register the business content, business name, and business person name including at least the document identification information, the type information indicating the reference or creation of the document, and the time information at the time of business registration for each business Task registration processing means, task storage means for storing registered tasks, task start processing means for creating task icons for recording task contents and displaying them on a display screen, and following operation instructions of the task icons A task icon processing means for recording task contents in the task storage means, an input means for designating a task name or a person in charge of the task, and a corresponding task from the task storage means in accordance with the designated task name or the person in charge of the task A business search means for searching for a business, a business display means for displaying the business searched by the business search means, and a document related to the specified business name or business person name. A related document search means for searching from the business storage means, and a related document display means for displaying the document searched by the related document search means, and a business database can be constructed by a simple work content registration work; It is characterized in that a related document can be searched from a business person or a business name using this database.

According to the present invention, there is provided a document retrieval apparatus having a document storage means for registering and retrieving a document.
In the business that handles documents, register the business content, business name, and business person name including at least the document identification information, the type information indicating the reference or creation of the document, and the time information at the time of business registration for each business Task registration processing means, task storage means for storing registered tasks, task start processing means for creating task icons for recording task contents and displaying them on a display screen, and following operation instructions of the task icons Business icon processing means for recording business contents in the business storage means, input means for specifying a document name or a document creator,
A related task search means for searching the task storage means for a related task from the designated document name or document creator; and a related task display means for displaying the task retrieved by the related task search means. In addition, a business database can be constructed by a simple business content registration operation, and the database can be used to search for a relevant business content from a document name or a creator.

The present invention also provides a computer readable recording medium which has a document management function and adds, for each document to be managed, the use of the document in business as an attribute, A document management program for realizing a function of managing a document in association with a task is recorded.

The present invention also provides a computer readable recording medium, which has a document management function and adds, as an attribute, a utilized document and its form to each computer which handles documents. A document management program for realizing a function of managing a document in association with a task is recorded.

Further, the present invention is a machine-readable recording medium which registers and manages at least the status of a business using a document, which involves at least referencing or creating a document, in a client-server system handling the document. In addition, a document management program for realizing at least a function from a document or a function capable of searching for a document from a task by managing a document and a business in association with each other is recorded.

The present invention also relates to a computer-readable recording medium which is provided with a document storage unit and a business storage unit for registering and retrieving a document. A business registration and storage function for registering and storing the business content, business name, and business person's name in the business storage means for each business, and the business name, business person's name, document name, or document person's name A search specification information input function for receiving search specification information including any one of the following, and a search function for searching for a business or a document related to the business from the business storage unit or the document storage unit based on the input search specification information. Is recorded so that a related task can be searched from a document, and a related document can be searched from a task.

The present invention also relates to a computer-readable recording medium, which is a computer having a document storage unit and a business storage unit for registering and retrieving a document. A job registration and storage function that registers and saves the job content, job name, and job clerk name in the job storage unit for each job, and when the job name or job clerk name is specified, A task search function for retrieving a task corresponding to the task name or the person in charge of the task from the task storage unit, a task display function for displaying and outputting the task retrieved by the task retrieval function, and a task related to the retrieved task. A program for realizing a related document search function for searching a document to be searched from the business storage means and a related document display function for displaying and outputting a document searched by the related document search function is recorded. And said that it has to be able to search for relevant documents from the person in charge or business name.

The present invention also relates to a computer-readable recording medium, which is a computer having a document storage means and a business storage means for registering and retrieving a document. A task registration / save function for registering and managing the job contents, job names, and job manager names in the job storage means for each job, and when a document name or a document creator is specified, A program for realizing a related task search function for searching for a task related to a document name or a document creator from the task storage unit and a related task display function for displaying and outputting the task searched by the related task search function. It is characterized in that it is recorded so that the contents of related work can be searched from the document name or the creator.

The present invention also relates to a computer-readable recording medium which is provided with a document storage unit and a business storage unit provided for document registration and retrieval. A job registration and save function for registering and saving the job content, job name, and the name of the person in charge of the job in the job storage means for each job, and creating a job icon for recording the job content on the display screen A task start processing function to be displayed in the task icon, a task icon processing function to record the task contents according to the operation instruction of the task icon in the task storage unit, and a designated task name when a task name or a person in charge of the task is designated. A job search function for searching for a job from the job storage unit in accordance with the name of a job clerk; a job display function for displaying the job searched by the job search function; A program for realizing a related document search function for searching a document related to a business name or a business person name from the business storage unit and a related document display function for displaying the document searched by the related document search function. It is characterized in that a business database can be constructed by recording and simple registration of business contents, and a related document can be searched from a business person or a business name using this database.

The present invention also relates to a computer-readable recording medium, which is a computer having a document storage unit and a business storage unit for registering and retrieving a document. A job registration and save function for registering and saving the job content, job name, and the name of the person in charge of the job in the job storage means for each job, and creating a job icon for recording the job content on the display screen A task start processing function to be displayed on the screen, a task icon processing function for recording the task contents according to the operation instruction of the task icon in the task storage unit, and when a document name or a document creator is specified, the specified document name or A related task search function for searching for related tasks from the document creator from the task storage unit and a related task display function for displaying the tasks retrieved by the related task search function are realized. And record a program for creating a business database by registering simple business contents, and use this database to search for the relevant business contents from the document name or creator. I do.

By having the above-described document management function of the present invention which handles documents, it is possible to efficiently and quickly perform a required document search operation and a task content search operation using documents. .

[0035]

Embodiments of the present invention will be described below with reference to the drawings.

FIG. 1 is a block diagram showing the configuration of the entire system according to the embodiment of the present invention.

In FIG. 1, reference numerals 10 and 20 denote personal computers connected to each other via a communication line (L). Here, reference numeral 10 denotes a client-side personal computer processor (hereinafter referred to as a client PC). Reference numeral 20 denotes a server-side personal computer processor (hereinafter, referred to as a server).

Reference numeral 11 denotes a business management tool provided in the client PC 10 for realizing the business management function of the present invention. Reference numeral 21 denotes a business management service provided in the server 20 for realizing the business management function of the present invention. Module.

The processing unit shown in FIG. 2 described later is realized by the business management tool 11 provided in the client PC 10 and the business management service module 21 provided in the server 20.

Reference numeral 22 denotes a document storage unit provided in the server 20 for registering and retrieving documents, and constructs a document database. Reference numeral 23 denotes a business storage unit provided in the server 20, which constructs a business database. The task storage unit 23 stores task contents including operation information such as reference and creation of documents, and tasks including task names, names of persons in charge of tasks, and the like. Each of these data structures will be described later.

FIG. 2 is a block diagram showing a configuration of a main part in the embodiment of the present invention.

In FIG. 2, reference numerals 3a, 3b,..., 3i are realized by a business management tool 11 provided on the client PC 10 and a business management service module 21 provided on the server 20 shown in FIG. This is a processing unit having a specific processing function. Of these, 3a is a document registration processing unit for performing document registration processing, 3b is a document search processing unit for searching documents, and 3c is a document list display unit for displaying a document list.

Reference numeral 3d denotes a business registration processing unit for performing business registration processing, and reference numeral 3e denotes a business search processing unit for searching for a business based on a business name or a business person in charge. Reference numeral 3f denotes a related document search processing unit for searching for a related document referred to or created in the business, and reference numeral 3g denotes a related business search processing unit for searching for a related business in which the document is referenced or created from the document. Reference numeral 3h denotes a business start processing unit for creating and displaying a business icon by designating a business name and a business person in charge and performing a business start process, and 3i drag-and-drop from the document list display unit 3c onto the business icon.
This is a business icon processing unit that performs processing for adding a dropped (Drag & Drop) document to business content, processing for deleting a business icon, and the like.

Each of the processing units described above is executed by the client PC 1
0 and the CPU provided in the server 20, and the interaction with the user is performed by a personal computer (P
This is performed by a display and a keyboard or mouse (not shown) provided in C). The storage units provided in the server 20 are provided on a hard disk drive (HDD) not shown here, but may be provided, for example, outside the network.

The document registration processing section 3a, the document search processing section 3b, and the document list display section 3c are the same as those in the existing system configuration, and the description thereof is omitted here.

FIG. 3 shows the document storage unit 2 in the above embodiment.
FIG. 3 is a diagram illustrating an example of a data structure stored in a second example.

FIG. 4 shows the operation storage unit 2 in the above embodiment.
FIG. 3 is a diagram showing an example of a data structure stored in No. 3;

FIG. 5 is a diagram showing an example of a task management tool window displayed when the system is started in the above embodiment.

FIG. 6 is a flowchart showing the contents (procedure) of the business management tool processing in the above embodiment.

FIG. 7 shows a business registration process (step A) in the business management tool process shown in FIG. 6 in the above embodiment.
It is a figure showing an example of the business registration window displayed when 11) was started.

FIG. 8 shows a business registration process (step A) in the business management tool process shown in FIG. 6 in the above embodiment.
It is a flowchart which shows the procedure of the said business registration process when 11) was started.

FIG. 9 shows a business search process (step A) in the business management tool process shown in FIG. 6 in the above embodiment.
FIG. 12 is a diagram showing an example of a business search window displayed when 12) is activated.

FIG. 10 is a flowchart showing the procedure of the business search processing when the business search processing (step A12) is started in the business management tool processing shown in FIG. 6 in the above embodiment.

FIG. 11 shows a business list process (step C) in the business search process shown in FIG. 10 in the above embodiment.
It is a figure showing an example of the business list window displayed when 5) is started.

FIG. 12 shows a business list process (step C) in the business search process shown in FIG. 10 in the above embodiment.
It is a flowchart which shows the procedure of the said business list process when 5) was started.

FIG. 13 is a diagram showing an example of the related document search list window displayed when the related document search process (step D6) is started in the business list process shown in FIG. 12 in the above embodiment. It is.

FIG. 14 is a flowchart showing a procedure of the related document search process when the related document search process (step D6) is started in the business list process shown in FIG. 12 in the above embodiment.

FIG. 15 shows an example of the related work search list window displayed when the related work search processing (step E8) is started in the related document search processing shown in FIG. 14 in the above embodiment. FIG.

FIG. 16 is a flowchart showing a procedure of the related work search processing when the related work search processing (step E8) is started in the related document search processing shown in FIG. 14 in the above embodiment. .

FIG. 17 shows an example of the related document search list window displayed when the related document content display process (step E9) is started in the related document search process shown in FIG. 14 in the above embodiment. Here, a display example of work related to “work name: memo revision” performed by “Jiro” is shown.

FIG. 18 is a diagram showing an example of a business start window displayed when the business start processing (step A13) is started in the business management tool processing shown in FIG. 6 in the above embodiment. .

FIG. 19 is a diagram showing a display example of business icons displayed when the business start process (step A13) is started in the business management tool process shown in FIG. 6 in the above embodiment. Yes, here, a display example of a business icon named “Document Search” is shown.

FIG. 20 is a diagram showing an example of a screen operation when business contents are added under the display state of the business icons shown in FIG. 19 in the above embodiment. An example is shown in which a displayed document is set in a reference area of a business icon by a drag-and-drop operation using a mouse.

FIG. 21 is a flowchart showing the procedure of the work start processing (step A13) when the work start processing (step A13) is started in the work management tool processing shown in FIG. 6 in the above embodiment.

FIG. 22 is a flowchart showing a procedure of a business icon process when business contents are added by a process using a business icon in the business start process shown in FIG. 21 in the above embodiment.

FIG. 23 is a diagram showing an example of a data structure in the business storage unit 23 in a state where the above contents are additionally registered in the business icon processing shown in FIG. 22 in the above embodiment.

The processing functions shown in the above-mentioned flowcharts read a program recorded on a recording medium such as a magnetic disk, for example, and control the operation by the program, that is, the client PC 10 and the server 20 here. It is realized by.

The operation of the embodiment of the present invention will now be described with reference to the above-mentioned drawings.

In the document storage unit 22, as shown in FIG.
In one document unit, a document id which is an identifier for uniquely identifying a document, a document name, a name of a creator who created the document, a creation time, and an address to the document body which is a document content are included. They are stored in association with each other.

In the example shown in FIG. 3, “document id: D001”, “document name: catalog”, and “creator:
Taro "," Creation time: May 11, 1997 10: 0
A document “0” is stored.

As shown in FIG. 4, the business storage unit 23 stores, for each business unit, a business document id which is an identifier for uniquely specifying a business, a business name, and a person who has performed the business. Are stored in association with each other.

The business contents are stored with a related document id, a type indicating whether the document is referred to or created, a time at which the document was operated, and a comment that can be freely set by the user. ing.

In the example shown in FIG. 4, "job id: J001", "job name: catalog arrangement", and "person in charge: Hanako" are stored in the first job. The operation information for the document No. is stored. The first document includes “Document id: D001” and “Time: May 1997
10:00 on March 12 and “Type: Reference” are stored, and the second document contains “Document id: D002”, “Time: 11:00 on May 12, 1997”, and “Type: "Comment" and "comment: Email notification to Taro".

An operation example using the apparatus according to the embodiment of the present invention will be described with reference to the above data example, using an example of a window displayed on a display and a flowchart.

FIG. 5 shows an example of a window configuration of the task management tool 11 displayed when the system is started.

Here, “business registration”, “business search”,
"End" and "Start business" buttons are arranged,
Each process according to the operation can be activated by selection designation using a keyboard or a mouse.

FIG. 6 is a flowchart showing the contents (procedure) of the processing (business management tool processing) in the business management tool 11.

Here, first, the job management window shown in FIG. 5 is displayed (step A1 in FIG. 6), the command (cmd) input from the user is waited for (step A2 in FIG. 6), and the input command (cmd) is displayed. (Step A in FIG. 6)
3 to A5), activation of the business registration process (step A11 in FIG. 6) by the business registration processing unit 3d, or the business search processing unit 3
e, starting the business search process (step A12 in FIG. 6), starting the business start process (step A13 in FIG. 6) by the business start processing unit 3h, or deleting the window (step A6 in FIG. 6) and ending the process. Done.

FIG. 7 shows a job registration window displayed when the job registration process is started by the job registration processing unit 3d in the job management tool process, and the procedure of the job registration process is shown in the flowchart of FIG. Is shown in

In the business registration processing by the business registration processing section 3d, first, a business registration window shown in FIG. 7 is displayed (step B1 in FIG. 8).

The job registration window shown in FIG. 7 has an area for inputting information relating to the job to be registered. The user inputs necessary information here, and designates a “job registration” button arranged at the bottom of the window. Thus, the business is registered in the business storage unit 23 (steps B2 to B5 in FIG. 8).

At this time, the information to be entered is “business name”,
This is information on “doctor” and documents related to this business (business contents). The information on the document includes a time when the document was accessed, a type indicating whether the document was referenced or created, a document name, a comment that can be freely input by the user, and the like.
If the "cancel" button is instructed, the business registration is canceled and the process returns.

In the example of FIG. 7, "business name: catalog arrangement" performed by Hanako is input, and "document name: catalog" and "memo 1" are input as related documents. In this state, by instructing the “work registration” button, the above work is recorded in the work storage unit 23.

FIG. 9 shows a job search window displayed when the job search process (step A12 in FIG. 6) is started by the job search processing unit 3e in the job management tool process shown in FIG. FIG. 10 shows the procedure of the business search process.
Is shown in the flowchart of FIG.

In the business search processing by the business search processing section 3e, a business search window shown in FIG. 9 is first displayed (step C1 in FIG. 10).

The job search window shown in FIG. 9 has an area for inputting information for searching for a job. The user inputs necessary information here, and designates a “search execution” button arranged at the bottom of the window. (FIG. 10 steps C2 to C4
Thus, the business list processing (step C5 in FIG. 10) for retrieving the business and displaying a list of the relevant business is started.

At this time, the information for retrieving the work includes “work name”, “person in charge”, “period” in which the work was performed, and the like.
“*” Indicating that nothing has been specified is displayed as the initial value. In the example of the business search window shown in FIG.
"Hanako" has been entered in "Responsible person", and by instructing the "Execute search" button in this state, the business performed by Hanako is searched and the corresponding business list is displayed. (Step C5 in FIG. 10) is started.
At this time, the search information described above is given as a parameter to the business list processing.

In the business search processing shown in FIG.
A task list window displayed when the task list processing (step C5) is activated is shown in FIG. 11, and a flowchart of the task list processing is shown in FIG.

In the business list processing shown in FIG. 12, first, a business list window is displayed (step D1 in FIG. 12).
Next, using the search information (the job name, the person in charge, and the period) input in the job search window, a search is made in the job storage unit, and the corresponding job information is reflected in the window (step D2 in FIG. 12).

In the example shown in FIG. 11, a task whose "person in charge" is "Hanako" (task name: catalog arrangement) is displayed. A mark is displayed on the left side of each displayed task, and the user can select one task by attaching a reten- tation mark by operating the mouse.

The user designates a "Related Document Search" button arranged at the bottom of the window (FIG. 12, step D3 to step D3).
D4) By doing so, a related document search process for displaying related documents related to the job selected by the tenant mark (FIG. 12)
Step D6) is started. At this time, the task id of the selected task is given as a parameter to the related document search process.

In the work list process shown in FIG. 12, the related document search list window displayed when the related document search process (step D6) is started is shown in FIG.
3 and FIG. 14 shows a flowchart of the related document search process.

In the related document search process shown in FIG. 14, first, a related document search list window shown in FIG. 13 is displayed (step E1 in FIG. 14).
The period is extracted from the business name of the business corresponding to the business id given by the parameter, the person in charge, and the minimum value and the maximum value of the time for the document in the business content and reflected in the window (step E2 in FIG. 14).

After that, the type and comment corresponding to each document of the job contents corresponding to the job id are taken out from the job storage unit 23 and reflected on the window.
, The document name, creator, and creation time corresponding to the document id are extracted and reflected in the window (step E3 in FIG. 14).
).

In the example shown in FIG. 13, "business name: catalog arrangement", "person in charge: Hanako", "period: May 1, 1997"
10:00 on May 2, 11:00 on May 12, 1997 "is displayed, and" document name: catalog "and" document name: memo 1 "are displayed on the related documents.

At this stage, it is possible to search for documents that have been referenced and created by catalog organization, which is a task performed by Hanako.

[0097] A mark is displayed on the left side of each displayed document, and the user can select a single document by attaching a reten- tation mark. The user can display the contents of the selected document (step E9 in FIG. 14) by instructing the "document contents display" button arranged at the bottom of the window (step E6 in FIG. 14).

Here, when the "document content display" button is instructed, a process of extracting the document content from the document storage unit 22 based on the document id of the selected document and displaying it on the screen is performed.

When the "Related business search" button is instructed (step E5 in FIG. 14), the related business search process (FIG. 14) is performed using the document id of the selected document as a parameter.
Step E8) is started.

In this related document search process, FIG. 15 shows a related job search list window displayed when the related job search process is started, and FIG. 16 shows a flowchart of the related job search process.

In this related work search process, first, the related work list window shown in FIG. 15 is displayed (step F1 in FIG. 16), and then the document name corresponding to the document id given as a parameter from the document storage unit 22 is displayed. , Creator, and creation time are extracted and reflected in the window (step F2 in FIG. 16).
).

After that, the business storing unit 23 searches the business storing unit 23 for the business including the document id in the business content.
The job name, the person in charge, the period, and the type corresponding to the document id in the job content are extracted and reflected in the window (FIG. 1).
6 steps F3).

In the example of the related business search list window shown in FIG. 15, "document name: catalog", "creator: Taro", "creation time: May 11, 1997, 11:00"
Are displayed, and the related work shows “work name: catalog arrangement” performed by “Hanako” and “work name: memo revision” performed by “Jiro”.

At this stage, it is possible to search for the work of catalog organization and memo revision related to “document name: catalog” created by Taro.

The user can activate the related document retrieval processing shown in FIG. 14 by selecting one of the displayed tasks (FIG. 16, steps F4, F5, F5).
7).

FIG. 17 shows an example of the related document search list window at this time. In the example of the related document search list window shown in FIG. 17, "Job name:
The work related to "Memo Revision" is displayed.

In the business management tool processing shown in FIG. 6, a business start window displayed when the business start processing (step A13) is started is shown in FIG. 18, and a flow chart of the business start processing is shown in FIG. Show.

In the work start process shown in FIG. 21, first, the work start window shown in FIG. 18 is displayed (step G1 in FIG. 21), and the user waits for the input of the work name and the person in charge of the work to be started (FIG. 21). 21 step G2), after inputting, wait for selection of start button (FIG. 21 steps G3, G
Four ).

In the example of the business start window shown in FIG. 18, “business name: literature search” and “person in charge: Hanako” are input.

At this time, in the work start processing shown in FIG.
When the "start" button is pressed (step G4 in FIG. 21)
), The job name and the person in charge inputted by the user are stored as a new job in the job storage unit 23 (step G5 in FIG. 21).
A task icon (icon id) corresponding to this task (task id) is created and displayed on the display (step G6 in FIG. 21).

FIG. 19 shows an example in which the business icon is displayed on the display. The reference, creation, and end areas are arranged on an icon named "document search".

The business storage unit 23 immediately after the business start processing stores
Only the business name and the person in charge are set, the business content is blank, and the business content is added by the subsequent business icon processing. Here, the job id of the recorded job is "J05
0 ".

In the document list processing, each document in the document storage section 22 is displayed in a document list window shown in FIG. In the document list window, folders in which documents are stored are hierarchically displayed on the left side, and documents in the selected folder are displayed on the right side. In the example of FIG. 20, there are three folders, Sub1, Sub2, and Sub3, and the documents (document 21 and document 2) in the folder of Sub2 are included.
2) is displayed on the right side.

When a document in the document list window is dragged and dropped on the creation or reference area on the business icon with the mouse, and when the end area on the business icon is designated with the mouse, the business icon is displayed. The business icon processing by the processing unit 3i is activated.

FIG. 20 shows an example of a screen when business contents are added in the business icon processing at this time, and FIG. 22 shows a flowchart of the business icon processing.

In the business icon processing shown in FIG.
Use the mouse to drag and drop the document in the document list window onto the creation or reference area on the business icon.
When dropped, the business icon processing is
The time, type, and document id are added to the job contents of the job in the job storage unit 23 corresponding to the dropped and dropped job icon.
Is recorded (steps H1, H2 in FIG. 22).

At this time, the current time is set as the time,
In the document id, the document id corresponding to the name of the dragged and dropped document is taken out from the document storage unit 22 and set, and in the type, the dragged and dropped position is the reference area. Reference or creation is set depending on whether or not there is a creation area.

In the document list window shown in FIG.
An example in which “document 22” in the document list window is dragged and dropped into the reference area on the work icon of the document search is shown in FIG.
d: J050 ", the business content corresponding to the literature search,
"Time: May 20, 1997 10:00", "Type:
Reference "and" document id: D100 "are additionally recorded.

FIG. 23 shows an example of a data structure in the business storage unit 23 in a state where the contents are additionally registered.

As described above, the document in the document list window is dragged and dropped on the creation or reference area on the business icon with the mouse (Drag & D).
By repeating the operation of (rop), the specified document can be easily added to the task content of the designated task.

At this time, in the business icon process, when the end area on the business icon is designated by the mouse, a process of deleting the business icon dragged and dropped is performed.

As described above, in the apparatus according to the embodiment of the present invention, starting from the work of organizing a catalog performed by Hanako, a related catalog document created by Taro is searched. Based on this, it is possible to search for the memo revision work performed by Jiro and the memo revision document created by Jiro,
From the viewpoint of business, documents can be related and documents can be searched from various directions.

Further, by using the business icon, a document to be easily specified can be added to the business content of the business to be specified.

As described above, the documents operated in the business are stored together with the business name and the business person in charge, and the related document search function is provided, so that the relevant document can be searched from the business person or the business name. The required documents can be searched more efficiently.

Further, by storing a document operated in a business together with a business name and a business person in charge, and providing a related business search function, it is possible to search for the relevant business content from the document name or the creator. The required documents can be searched more efficiently.

Further, by storing the documents operated in the business together with the business name and the business person and providing a related document search function, it becomes possible to search for the relevant document from the business person or the business name. Documents that are needed efficiently can be searched. In addition, it is possible to easily record business contents by drag and drop (Drag & Drop) using a mouse.

Further, by storing a document operated in a job together with a job name and a person in charge of the job and providing a related job search function, it is possible to search the contents of the related job from the document name or the creator. The required documents can be searched more efficiently. In addition, drag-and-
Business contents can be easily recorded by dropping (Drag & Drop).

In the above-described embodiment, the tasks are as follows.
The creation and reference of a normal document is taken as an example, but the present invention is not limited to this, and includes operations such as changing, updating, and deleting the document.
For example, reference to menu information by the menu information service, reference to tests and test results, and the like are also included. For example, it is also possible for an individual to prepare a cooking menu as a document, refer to this document, create a document summarizing strategies for computer games, and refer to this document. Business. Also, simply referring to a document is included in the business of the present invention.

Further, the method described in the above-described embodiment can be executed by a computer as a program such as a magnetic disk (floppy disk, hard disk, etc.), an optical disk (CD-ROM,
It is also possible to write the data on a recording medium such as a DVD or a semiconductor memory and apply it to various devices, or to transmit it via a communication medium and apply it to various devices. Also, the computer (the client PC 10 and the server 20) that realizes the apparatus according to the above-described embodiment of the present invention reads the program recorded on the recording medium, and executes the above-described processing by controlling the operation of the program. be able to.

[0130]

As described above in detail, according to the present invention, related tasks can be searched from documents, and related documents can be searched from tasks. Can be searched for, and various tasks dealing with documents can be executed smoothly and efficiently.

Further, according to the present invention, there is provided a function for registering and storing a document operated in a job handling a document together with a job name and a person in charge of the job, and a related document search function using this function. In addition, since a related document can be searched from a business person or a business name, a required document can be efficiently and quickly searched.

Further, according to the present invention, a function for registering and storing a document operated in a job handling a document together with a job name and a person in charge of the job and a related job search function using this function are provided. Since the contents of the related business can be searched from the document name or the creator, the necessary document can be searched efficiently and quickly.

[Brief description of the drawings]

FIG. 1 is a block diagram showing the overall configuration of a system according to an embodiment of the present invention.

FIG. 2 is a block diagram showing a configuration of a main part in the embodiment of the present invention.

FIG. 3 is a view showing an example of a data structure stored in a document storage unit 22 in the embodiment.

FIG. 4 is a view showing an example of a data structure stored in a task storage unit 23 in the embodiment.

FIG. 5 is a view showing an example of a task management tool window displayed when the system is started in the embodiment.

FIG. 6 is an exemplary flowchart showing the procedure of a task management tool process in the embodiment.

FIG. 7 is a view showing an example of a business registration window displayed when a business registration process (step A11) is started in the business management tool process shown in FIG. 6 in the embodiment.

FIG. 8 is a flowchart showing the procedure of the job registration process when the job registration process (step A11) is started in the job management tool process shown in FIG. 6 in the embodiment.

FIG. 9 is a view showing an example of a business search window displayed when a business search process (step A12) is started in the business management tool process shown in FIG. 6 in the embodiment.

FIG. 10 is a flowchart showing a procedure of the business search processing when the business search processing (step A12) is started in the business management tool processing shown in FIG. 6 in the embodiment.

11 is a diagram showing an example of a job list window displayed when a job list process (step C5) is started in the job search process shown in FIG. 10 in the embodiment. FIG.

FIG. 12 is a flowchart showing a procedure of the business list processing when the business list processing (step C5) is started in the business search processing shown in FIG. 10 in the embodiment.

FIG. 13 is a diagram showing an example of a related document search list window displayed when a related document search process (step D6) is started in the business list process shown in FIG. 12 in the embodiment.

14 is a flowchart showing a procedure of a related document search process when a related document search process (step D6) is started in the business list process shown in FIG. 12 in the embodiment.

FIG. 15 is a related business search process (step E8) in the related document search process shown in FIG. 14 in the embodiment.
The figure which shows an example of the related business search list window displayed when is started.

FIG. 16 is a related business search process (step E8) in the related document search process shown in FIG. 14 in the embodiment.
9 is a flowchart showing a procedure of a related business search process when a is activated.

FIG. 17 shows a related document content display process (step E) in the related document search process shown in FIG. 14 in the embodiment.
FIG. 9 is a diagram showing an example of a related document search list window displayed when 9) is started.

FIG. 18 is a diagram showing an example of a business start window displayed when a business start process (step A13) is started in the business management tool process shown in FIG. 6 in the embodiment.

FIG. 19 is a view showing a display example of business icons displayed when a business start process (step A13) is started in the business management tool process shown in FIG. 6 in the embodiment.

FIG. 20 is a view showing an example of a screen operation when business contents are added under the display state of the business icons shown in FIG. 19 in the embodiment.

FIG. 21 is a flowchart showing a procedure of the business start processing when the business start processing is started in the business management tool processing shown in FIG. 6 in the embodiment.

FIG. 22 is a flowchart showing a procedure of a business icon process when business content is added by a process using a business icon in the business start process shown in FIG. 21 in the embodiment.

FIG. 23 is a diagram showing an example of a data structure in the business storage unit 23 in a state where the above contents are additionally registered in the business icon processing shown in FIG. 22 in the embodiment.

[Description of Signs] 10: client-side personal computer processor (client PC), 11: business management tool, 20: server-side personal computer processor (server), 21: business management service module, 22: document storage unit (document) 23) Business storage unit (business database) 3a Document registration processing unit 3b Document search processing unit 3c Document list display unit 3d Business registration processing unit 3e Business search processing unit 3f Related document search processing unit, 3g ... related business search processing unit, 3h ... business start processing unit, 3i ... business icon processing unit.

 ──────────────────────────────────────────────────の Continued on the front page (72) Kazuaki Shirosho 70, Yanagicho, Saiwai-ku, Kawasaki-shi, Kanagawa Inside the Toshiba Yanagimachi Plant

Claims (18)

[Claims] In a system having a document management function,
A document management method characterized by adding, to each document to be managed, a usage of the document in a job as an attribute, and managing the document in association with the job. 2. In a system having a document management function,
A document management method characterized by adding a utilized document and its form as attributes for each document-related task, and managing the document in association with the task. 3. A client / server system for handling a document, comprising means for registering and managing at least the status of a business using a document involving reference or creation of the document, and managing the document and the business in association with each other. A document search method characterized in that at least business can be searched from a document or a document can be searched from a business. 4. In a document search device having a document storage means provided for document registration and search, in a job handling a document, a job content, a job name, and a name of a person in charge of a job are entered. A business registration processing means for registering each business, a business storage means for storing each registered business, and search specification information including any of a business name, a business person's name, a document name, or a document's name. A document search device comprising: an input unit; and a search unit configured to search for a job or a document related to the job from the job storage unit or the document storage unit based on the input search designation information. . 5. In a document retrieval apparatus having a document storage means for registering and retrieving a document, in a task handling a document, a task content, a task name, and a person in charge of a task are entered. Task registration processing means for registering each task, task storage means for storing the registered tasks, input means for specifying the task name or the person in charge of the task, and corresponding to the specified task name or the person in charge of the task A business search means for searching for a business from the business storage means; a business display means for displaying and outputting the business searched by the business search means; and a relation for searching the business storage means for a document related to the searched business. A document search device comprising: a document search unit; and a related document display unit that displays and outputs a document searched by the related document search unit. 6. In a document search device having a document storage means for registering and retrieving a document, in a job handling a document, a task content, a task name, and a person in charge of a task are entered. Business registration processing means for registering each business, business storage means for storing the registered business, input means for specifying a document name or a document creator, and business related to the specified document name or the document creator And a related task display means for displaying and outputting the task searched by the related task search means. 7. In a document retrieval apparatus having a document storage means for registering and retrieving a document, in a task handling a document, a task content, a task name, and a person in charge of a task are entered. Task registration processing means for registering each task, task storage means for storing the registered task, task start processing means for creating a task icon for recording the task content and displaying the icon on a display screen, and the task icon A task icon processing means for recording a task content in accordance with the operation instruction in the task storage means, an input means for designating a task name or a person in charge of the task, and the task storage means in accordance with the designated task name or the person in charge of the task A business search means for searching for a relevant business from the above; a business display means for displaying the business searched by the business search means; and a document related to the specified business name or business person name The operations and related document retrieval means for retrieving from the storage means, related document display means and the document search apparatus characterized by comprising comprises a displaying the documents retrieved by the related document retrieval means. 8. In a document retrieval apparatus having a document storage means for registering and retrieving a document, in a task handling a document, a task content, a task name, and a person in charge of a task are entered. Task registration processing means for registering each task, task storage means for storing the registered task, task start processing means for creating a task icon for recording the task content and displaying the icon on a display screen, and the task icon A task icon processing means for recording the task contents according to the operation instruction in the task storage means; an input means for designating a document name or a document creator; and a task related to the designated document name or the document creator. A document search device, comprising: a related task search means for searching from a storage means; and a related task display means for displaying a task searched by the related task search means. 9. The business content includes at least document identification information, document operation type information indicating reference or creation of a document, and time information at the time of business registration.
Or the document search device according to 7 or 8. 10. A computer having a document management function,
A machine-readable recording medium in which a document management program for realizing a function of associating each document to be managed in a job with an attribute of how the document is used in the job and realizing the function of associating the document with the job is recorded. 11. A computer having a document management function,
A machine-readable recording medium that records a document management program for realizing a function of managing a document associated with a document by adding a utilized document and its form as an attribute to each of the tasks that handle the document. 12. Registering and managing the status of a business using a document, which involves at least reference or creation of a document, in a client / server system that handles the document, and manages the document and the business in association with each other. A machine-readable recording medium on which a document management program for realizing at least a function from a document or a function enabling a search for a document from a task is recorded. 13. A computer of a system having a document storage unit and a business storage unit for registering and retrieving a document, the business contents, the business name, and the name of the business person in the business handling the document. A business registration and storage function for registering and storing in the business storage means for each business, and inputting search specification information for receiving search specification information including any of a business name, a business person's name, a document name, or a document person's name A machine-readable record for recording a program for realizing a function and a search function for searching for a job or a document related to the job from the job storage unit or the document storage unit based on the input search designation information Medium. 14. A computer having a document storage unit and a business storage unit for registering and retrieving a document, a business content, a business name, and a business person's name in the business handling the document. A job registration and storage function for registering and managing the job in the job storage means for each job, and when a job name or a job clerk name is specified, the job corresponding to the specified job name or job clerk name is A business search function for searching from the business storage means; a business display function for displaying and outputting the business searched by the business search function; and a related document search function for searching the business storage means for documents related to the searched business. And a machine-readable recording medium storing a program for realizing a related document display function of displaying and outputting a document retrieved by the related document retrieval function. 15. A computer system of a system having a document storage unit and a business storage unit for registering and retrieving a document, wherein the business contents, the business name, and the name of the business person in the business handling the document are stored. A job registration and storage function for registering and saving the job in the job storage means for each job, and, when a document name or a document creator is specified, the job related to the specified document name or the document creator. A machine-readable recording medium storing a program for realizing a related task search function for searching by means and a related task display function for displaying and outputting the task searched by the related task search function. 16. A computer of a system having a document storage unit and a business storage unit for registering and retrieving a document, wherein the business contents, the business name, and the business person's name in the business handling the document are stored. A job registration and storage function for registering and managing the job in the job storage unit for each job, a job start processing function for creating a job icon for recording the job content and displaying it on a display screen, and an operation of the job icon A task icon processing function for recording the task contents in accordance with the instruction in the task storage means, and, when a task name or a person in charge of the task is designated, the corresponding task from the task storage means in accordance with the designated task name or the person in charge of the task. A business search function for searching for a business, a business display function for displaying the business searched by the business search function, and a document related to the specified business name or business person name. A machine-readable storage medium storing a program for realizing a related document search function for searching from the business storage unit and a related document display function for displaying a document searched by the related document search function. 17. A computer having a document storage unit and a business storage unit for registering and retrieving a document, a business content, a business name, and a business person's name in the business handling the document. A task registration and storage function for registering and saving the task in the task storage means for each task, a task start processing function for creating a task icon for recording the task content and displaying it on a display screen, and an operation of the task icon A task icon processing function for recording the task contents in accordance with the instruction in the task storage means, and when a document name or a document creator is designated, a related task is retrieved from the designated document name or the document creator from the task storage means. Machine-readable recording a program for realizing a related business search function to perform a related business search function and a related business display function to display a business searched by the related business search function Do recording medium. 18. The business content includes at least document identification information, document operation type information indicating reference or creation of a document,
15. The time information at the time of business registration.
Or a machine-readable recording medium according to 15 or 16 or 17.