KR100731258B1 - management system for ceremonial and operation method for this system - Google Patents

Abstract

The present invention relates to a protocol management system, and in particular, the application of the protocols can be made online, and the management of the details so applied to efficiently manage the plan according to the contents of the requested protocols can be made smoothly. The present invention provides a protocol management system and a method of operating the system. The present invention provides a protocol application manager to access and execute a protocol application, and a protocol reviewer is connected to perform a payment for the protocol application. When there is a request for information about a registered or requested protocol, a management server displaying the requested information and information input through the management server are stored, and the protocol information is provided through the management server. Forwards the stored information to the management server Information can be provided for protocol management system configured to include a DB for storage. And the present invention is a step of requesting the request to enter the protocol request information including the information on the personal details, visit purpose, visit schedule, details required for the request, requestor or requesting department to the protocol requesting staff who is connected to the management server, the Storing the protocol application information input from the protocol application manager in a DB, displaying the protocol application information to the protocol reviewer connected to the management server, and inputting the payment for the protocol application information from the protocol reviewer. Receiving step, storing the billing request information has been billed in the DB and the management server is carried out including the step of forwarding the billing request information is completed by the e-mail of the billing application staff or the protocol performing personnel System operation room of protocol management system characterized by It can provide.

Protocol management system

Description

Management system for ceremonial and operation method for this system}

1 is a flow chart schematically showing a conventional general application and the review / approval process according to the applied protocol

2 is a schematic view showing a protocol management system according to the present invention

Figure 3 is a flow chart briefly illustrating the operation of the protocol management system of the present invention

FIG. 4 is a flowchart illustrating a system operation process by a protocol application officer in the operation process of FIG. 3.

5A, 5B, and 5C are diagrams illustrating screens displayed on a web page during the operation of FIG. 4.

FIG. 6 is a flowchart illustrating a system operation process by a protocol reviewer during the operation process of FIG. 3.

7A and 7B are diagrams illustrating screens displayed on a web page during the operation of FIG. 6.

Explanation of symbols for main parts of the drawings

11. Management server 12. DB for storing the protocol application history information

13. DB for storing customer history 14. Mail server                 

20. PC for protocol requester 30. PC for protocol reviewer

The present invention more effectively manages the history of a clinic performed at the visit of a buyer or a major customer (VIP customer), and a clinic management system for sharing the specific requirements upon request of the clinic. It is about.

In general, a company for selling a product visits a buyer in order to introduce a product of a company, or induces a visit of the buyer to a company to introduce a product of the company.

Among the above methods, the latter method, that is, a method of inducing the visitor's visit and directly showing the site where the product is produced was more effective as a method for providing a more reliable trust of the buyer.

Accordingly, the appropriate person in charge of each company needs to pay special attention to the visitor's visit, and has made a plan in advance so that the hospitality can proceed.

In other words, when a buyer or a major customer (VIP customer) visits a company to purchase a product, each business department related to export sales and marketing requests for the execution of a protocol to the department in charge. The government established a plan for conducting the requested protocols so that site visits and hospitality could be carried out according to the plan.                         

Hereinafter, referring to the flowchart of FIG. 1, which shows the protocol application process and the event process performed by the requested information, will be described in detail as follows.

First, if there is a visitor's visit by a buyer or a VIP customer, a report on the application for a protocol is prepared and submitted to the department in charge (S11).

At this time, the report for the request for a request for the application includes the target, schedule, support request, etc. of the visiting customer.

In addition, the general affairs team examines the requested protocol request report as described above (S12) and checks the historical information on the target of the protocol, and establishes a detailed plan according to the setting of the protocol range and the set range (S13). )

At this time, the process is carried out by the protocol reviewer in consultation with the protocol application staff.

In addition, the detailed plan according to the application for the protocol established as described above, after receiving a confirmation through a separate payment and performs the preparation according to the determined plan. (S14)

Then, when the preparation is completed, perform the protocol according to the planned content. (S15)

However, the application and payment method of the aforementioned protocol has various problems as follows.

First, from the standpoint of the applicant, there are inconveniences in preparing various reports for the application of the corresponding case.

As a result, there is a problem that a lot of time loss is caused.                         

Second, not only are the stages for filing a protocol divided into several stages, but the process is proceeded by documents, causing a lot of complexity and inconvenience in the review process.

Third, the application to be prepared to apply for the clinic is simply a request for the martial arts, the application details of the clinic is made indefinite problem that each clinic management has to rely on the know-how of the person in charge There was this.

In other words, at present, the standardization and request requirements in the protocol application method are required, but the request is made by simply reporting and requesting documents. There is a difficult problem.

Fourth, in the process of transferring the contents of a protocol request from each business department to another department, each business department that applied for the protocol request has difficulty in accurately grasp the current progress of the requested protocol request. .

In other words, considering that the request for application to each business department could be expanded or reduced as the payment proceeds to other payment stages, an accurate plan for the performance of the protocol was inevitably established after all payments were completed.

In particular, if a sudden request for a request is made, even if there is not enough time to perform preparations for the request, it may be necessary to wait until the aforementioned request for approval is completed. As a result, there is a problem inevitably impossible to cope with the preparation of the protocol.                         

Fifth, as all the matters were transferred to other departments through documents, it was necessary to contact the department in charge at the present approval stage to check the current status of the application. Each department had many complaints.

Sixth, in the prior art, since the history management for each application is insufficient, information such as the tastes of the previously collected customers during the visit of the same customer is not properly transmitted, and thus unnecessary work for preparing for the game. In addition to the additional work, the customer's satisfaction depends on the competence of the person in charge.

The present invention has been made in order to solve the above problems, it is possible to make the application of the clinic online, and also to efficiently manage the application of the request so that the establishment of a plan according to the contents of the applied clinic The purpose is to provide a protocol management system and a method of operating the system so that this can be done smoothly.

According to an aspect of the present invention for achieving the above object, a protocol application representative is connected to perform a protocol application, a protocol reviewer is connected to perform a payment for the protocol application, and is already registered or applied for When there is a request for information on a protocol, a management server displaying the requested information and information input through the management server are stored to each person in charge, and when there is a request for providing the information of the protocol through the management server. Provided is a protocol management system configured to include a DB for storing information to deliver the stored information to the management server.
In addition, according to another aspect of the present invention, to the protocol requesting person who is connected to the management server to enter the protocol request information including information on the visitor, the details of the visit, the purpose of the visit, the schedule of the visit, the details of the request, requestor or requesting department Requesting, storing the protocol application information input from the protocol application manager in a DB, displaying the protocol application information to a protocol reviewer connected to the management server, and requesting the protocol application information from the protocol reviewer. Receiving an input for the payment, the step of storing the billing request information in the DB, and the management server delivers the billing request information is completed in the e-mail of the billing application representative or the protocol execution personnel Protocol management system characterized in that the progress It can provide a method of operating the system.

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Hereinafter, an embodiment according to the configuration and method of the present invention as described above will be described in more detail with reference to FIGS. 2 to 7.

First, Figure 2 is a schematic configuration diagram showing a protocol management system according to the present invention, Figure 3 is a flow chart briefly showing the operation of the protocol management system of the present invention.

That is, the protocol management system according to the present invention is largely composed of a management server 11 for managing various types of information about the game and a database (DB: Data Base) 12 for storing information according to the application details.

At this time, the management server 11 has a corresponding URL (Uniform Resource Locator) to be selectively accessed by the protocol application representative and the protocol reviewer, the operation is operated by each company itself, or have a website There is no limitation on this as it can be operated by a separate service company to manage the benefits of each company at the same time.

In addition, the management server 11 displays various information input windows for accepting a request for a request for a protocol, and displays the input protocol to each requestor through a web page when a request for the input information is requested. It will play a role.

The above-described access to the web page operated by the management server 11 is constructed such that different authority is granted according to the protocol application officer and the protocol reviewer.

That is, when a protocol request person accesses the website of the protocol management system using his PC 20 and logs in with an ID for a protocol request, the protocol request person inputs various types of information for requesting a protocol and The authority to perform amendments, check the progress of each applied ward, etc. is given, and the protocol reviewer can access the website of the yard management system using his PC 30 to review and approve the applied ward. When the user logs in with an ID to perform a protocol, the protocol reviewer has authority such as inquiry of the protocol, input of information according to the execution scale setting for each inquiry, and input of information for preparation of the protocol within the scale. Is given.

At this time, the ID is provided for each department according to each task or for each person in charge for performing each task, and the limitation thereof is not performed.

In addition, the DB 12 is connected to the management server 11 and stores various types of information input through the management server and provides various types of information requested through the management server.

The protocol management system of the present invention provides the mail server 14 to transmit the result of the request for a protocol application to the person in charge of the protocol review, or to transmit the result information according to the received application for the request for the request for the protocol. It is configured to include more.

However, the notification of receipt of the application and the result information of the application of the application is not limited to that can be delivered only by e-mail as described above, it may be delivered by using a short message and voice message or other methods.

In addition, the protocol management system according to the present invention further includes a separate customer history storage DB 13 for history management for each visited customer.

Hereinafter, with reference to the flow chart of Figure 3 showing the operation process of the present invention protocol management system constructed as described above in more detail as follows.

First, when a customer visit is scheduled in each business department, the protocol application manager of the business department connects to the website of the protocol management system to apply for the protocol.

At this time, the management server 11 constituting the protocol management system requests a login to confirm the identity of each person in charge of accessing (S100).

In this process, when the protocol application manager logs in to the website using the ID for the protocol application, the management server 11 authorizes the protocol application manager to apply for the protocol, and the protocol reviewer is in charge of the protocol. When the user logs in to the website using an ID for review and payment, the management server grants the authority for review of the protocol to the protocol reviewer.

Subsequently, the protocol requesting person who accesses the management server applies for the request to perform the request of the request (S110) and stores the details on the DB 12 for storing the information of the protocol request details, the protocol reviewer is Reviewing the requested request details of the request (S120) and determines whether to perform this, and if the execution of the requested request is determined to perform the corresponding call (S130).

Hereinafter, referring to FIG. 4, which is a more detailed description of the process (S110) of applying for a clinic by accessing the corresponding website, the corresponding person in charge of the clinic, is as follows.

First, when a protocol application manager selects a list of protocol applications from each list displayed on the web page of the management server in order to perform a request for the occurrence of a new protocol, the management server fills in a date to register a protocol execution. Display the input window requesting

At this time, the format of the screen for writing the date is displayed in the shape of a calendar as shown in FIG. 5A, so that the registrant request registrant may perform convenient date selection.                     

In this state, when the protocol request person selects a desired date to perform the protocol among the dates of the calendar displayed on the web page (S111), the management server 11 displays a screen requesting the entry of brief information for the protocol request. The person in charge of the protocol application will fill out the relevant information in the relevant column.

The form of the screen for writing the brief information is formed by filling in a corresponding column with information according to some preset questions as shown in FIG. 5B.

In this case, the brief information may include information (customer name, nationality, affiliation, etc.), purpose of visit, and other additional requests (vehicle request, use of various buildings or conference rooms, site visits, exhibition halls, CIP, etc.) Includes a breakdown of.

In addition, since the screen includes an entry field for additional matters, the person in charge of the protocol application writes the above matters in the additional field so that information can be shared when there are special considerations or special matters for carrying out the communication. .

When the above-mentioned process is completed and the protocol application officer selects the storage of the information, the written information is stored on the DB 12 associated with the management server (S113), and the management server 11 continues to the detailed schedule by date. A screen for requesting entry of detailed information about the display is displayed.

At this time, the detailed information includes an event according to each date and time zone and necessary details (vehicles, etc.) for various preparation items.

Therefore, when the person in charge of the protocol application selects the storage of the information after filling in the details, the written information is also stored on the DB together with the brief information.

And, in the above process, if the person in charge of the protocol request to request his opinion for the proceedings of the protocol, the plan according to the opinion is stored in the DB (12) together with the above-mentioned information in the form of an attachment file to the protocol application The information input process accordingly is completed.

The web page format as described above is constructed as shown in FIG. 5C, and a screen thereof is set to be additionally displayed when the aforementioned detailed information is stored.

However, the attachment of the plan is not only to be carried out only in the above-described process, it is preferable to be able to attach at any time when the person in charge of the protocol application.

On the other hand, it is preferable that the above-described details of the protocol application can be reconfirmed according to the needs of the protocol applicant or when the input of information is completed.

In other words, in the process of inputting the above-mentioned information by the person in charge of the protocol application, not only a mistake may be made but also the correct information may be stored correctly, although the written information may not be properly stored.

To this end, a selection list for re-confirming the stored information is provided on the web page, and the pre-stored information is displayed when the protocol requester requests the re-confirmation of the stored information after completing the storing of the information.

At this time, the information that can be confirmed when the protocol application manager reviews the information according to the previously requested medical history is limited to only the information inputted by him, and the authority to view the medical application details requested by other protocol applicants are not given.

In addition, the contents of the screen displayed for re-confirmation of the input information become details of the brief information according to the application for the protocol written by the applicant, and if necessary, details of the detailed information are also displayed.

At this time, the displayed information can be modified.

This is to allow the protocol application person to correct the stored information when the information stored on the DB 12 is incorrectly written or when the information is changed.

Therefore, the protocol application officer reconfirms the information stored on the DB 12 (S115) to confirm whether or not the correct information is input, and if there is incorrect information entered in this process (S116) to re-save In addition to (S117), if the storage of the information is made correctly, the operation is completed.

In addition, it is desirable to be able to check the results of the above-mentioned protocol application according to the needs of the protocol applicant.

This is because the preparation according to the allowable performance range of the registered wards can be performed only after the payment is made according to the details requested by the ward.

If the result of the application for a protocol is not confirmed, the business department applying for the protocol cannot accurately grasp the scope of execution of the protocol, and thus, it is natural that the preparation of the protocol is necessary to prevent it.                     

On the other hand, when the protocol reviewer is applied by the above-described process and the protocol reviewer accesses the website of the protocol management system to log in using the corresponding ID for review of the requested protocol, the website is reviewed and The authority for reviewing the protocol for approval, inputting information according to the execution scale setting for each inquiry, and inputting information for preparing the protocol within the scale is given to the protocol reviewer.

At this time, a list that can be viewed or created according to the authority granted to the protocol reviewer is displayed on the web page, and the protocol reviewer selects a required list from the displayed list and receives the desired service.

That is, when the protocol reviewer performs reading according to the requested protocol details (S121), the details requested from each protocol requester are displayed on a web page, and the protocol reviewer wishes to review them in this process. If you select a medical application, brief information about the selected medical application is displayed on the web page.

The display of the list according to the details of the medical application may be displayed using various methods.

That is, the list can be displayed by using a calendar format that can easily check the date as shown in Figure 7a, and as shown in Figure 7b, a chart format divided by request date, request person, and customer, respectively. The list can be displayed by the method used, and the two methods can be used at the same time to be displayed according to the selection of the protocol reviewer.                     

In addition, when the method using the tabular form of each method is used, it is more preferable to enable the review by the protocol reviewer to review the details desired by the protocol reviewer.

Therefore, the protocol reviewer examines the displayed contents (S122) and compares the scope of the protocol according to the visitor's information with the protocol proposal scope requested by the protocol application officer (S123) to determine whether or not the requested protocol is approved. do.

At this time, the person in charge of the protocol reviewer acquires the information according to the history of the visitor through the customer history storage DB 13 associated with the management server 11 and sets the scope of the protocol execution based on the acquired information. (S123a)

The information according to the history of the visitee is information acquired and stored when performing a clinic according to the visit of the visitor.

If there is no information on the visitor, the scope of the visitor's protocol is designated by the visitor's information written in the application details, and the designated information is stored on the DB 13 for later use. It can be used as data.

In addition, the protocol reviewer will modify or agree to the plan according to the performance of the clinic with reference to the history of the visited subject when checking the plan according to the performance of the clinic applied for.

At this time, if you want to modify the contents of the proposal proposed by the protocol application manager, it is preferable that the protocol reviewer should exchange opinions with the protocol application staff.

On the other hand, if you agree with the contents of the proposal proposed by the person in charge of the protocol application, the settlement is performed in the settlement column established on the web page (S124).

As a result, when registration of the protocol application is completed by the above-described process, the information thereof is stored on the DB 12 associated with the server through the management server 11 (S125) and through the mail server 14. The information according to the registered information is notified to the protocol application officer (S126).

In addition, the receptionist who is notified of the notification prepares to perform the clinic according to the details of the settlement, and when the corresponding visitor (customer) visits, the clinic proceeds based on the prepared transcript.

On the other hand, the clinician performing the clinic during the clinic proceeds to grasp the history of the customer and stores it on the DB (13) built in the clinic management system.

At this time, the history of the customer is such as the customer's taste, hobbies, request history, etc., the history of the customer stored in this way is used as a reference for the establishment of the protocol when the customer later visited do.

On the other hand, the protocol management system according to the present invention is not constructed only to know the details according to the new protocol application only when the protocol review manager accesses the protocol management system after searching the corresponding details during the operation process.

That is, when a protocol is requested, the protocol reviewer is notified of the request by sending a notification from the mail server constituting the protocol management system to the person in charge of the department (generally the General Affairs Department) in charge of the review of the requested protocol. It can be recognized that this has been done.

In addition, when the protocol reviewer is notified of the details of the protocol application by e-mail as described above, the review and settlement of the protocol is performed through the same process as each of the above-described embodiments, and the subsequent process is as described above. same.

As described above, the following various effects can be obtained by the protocol management system of the present invention and the operation method of the system.

First, there is an effect that the process for applying for a clinician can apply by simply inputting the details in each input field of a preset form online.

Second, the details to be filled in to apply for the clinic is set in advance so that the clinic reviewer can easily grasp the application details of the corresponding clinic, there is an effect that the review of the requested content and the fast settlement of the reviewed content can be carried out.

Third, the coordinator can easily check the current progress and change status of the council he has applied for, thereby making it easier to establish a plan.

Fourth, the history management according to each application for the application can be made precisely, there is an effect that the work for the preparation of the preparation for the same customer can be made conveniently.                     

Fifth, it is convenient for the applicant not to separately perform the support request for the above part by integrating and operating various kinds of support (vehicle support, accommodation, etc.) for the necessary part in the game management system. .

Claims (16)

The protocol application person is connected to perform the protocol application, the protocol reviewer is connected to perform the payment for the protocol application, and if there is a request for information on the registered or applied protocol, A management server displaying the requested information; And And a data storage DB for storing information input through the management server and transferring the stored information to the management server when a request for providing the information of the protocol is provided through the management server. According to claim 1, wherein the protocol management system further comprises a mail server coupled with the management server and the information storage DB, When the settlement completion for the clinic application is input from the clinic reviewer connected to the management server and the settlement completion is stored in the information storage DB, the mail server completes the settlement for the clinic application from the management server. The protocol management system, characterized in that the transfer received the completion of the payment for the received application request to the protocol application representative. Requesting a protocol requesting information person who accesses a management server to input protocol request information including information on a visitor, details of a visit, a schedule of visits, details necessary for a request, and a requestor or a requesting department; Storing the protocol application information input from the protocol application manager in a DB; Displaying the protocol application information to a protocol reviewer connected to the management server; Receiving an approval for the protocol application information from the protocol reviewer; Storing in the DB that the protocol request information has been approved; And The management server is a system operation method of the protocol management system, characterized in that it comprises the step of forwarding the communication request information, the payment is completed by the e-mail of the person or the clinician application representative. The method of claim 3 wherein the method is Receiving historical information about the visitor from the protocol reviewer; Checking whether history information about the visitor is stored according to the request; And if the history information is stored, displaying the history information of the visitor. The method of claim 3 wherein the method is Receiving a history of the visitor; And And a step of storing a history of the input visitor. The method of claim 5, The method of operating the system of the medical care management system, characterized in that the history of the customer that the person in charge is at least one of the taste, hobby, request history of the customer. The method of claim 3, wherein When the protocol application manager and the protocol reviewer is connected to the management server, the management server further comprises the step of identifying each of the contact person and grants the authority according to the confirmed contact person differently, characterized in that the operation of the protocol management system How the system works. 8. The method of claim 7, wherein the method is How the management server distinguishes each contact And providing a distinct identification code to each person in charge and inducing the user to log in using the provided identification code. The method of claim 7, wherein The authority to be assigned to the clinic application is at least one of the input of the various information for the application of the clinic, check the progress of each clinic applied, the method of operating the system of the protocol management system, characterized in that. delete The method of claim 7, wherein The authority to be assigned to the protocol reviewer shall have at least one authority of inquiry of the requested protocol, input of information according to determination of the scale of execution for each inquiry, and input of information for preparation of the protocol within the above range. System operation method of the protocol management system characterized in that. The method of claim 3, wherein the requesting the protocol requesting information to the protocol requesting staff Requesting entry of the visit schedule; Requesting details about the visitor, details of the purpose of visit and details of the visit; And And requesting detailed schedule input including details of events and preparation items according to each time zone of the visit schedule are sequentially performed. delete delete The method of claim 3, wherein When the protocol request person accesses the web page to confirm the registration result of the protocol, the management server retrieves the information according to the details requested by the protocol request person from the DB and displays the result on the web page. How the system operates in the management system. delete

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