WO2019011162A1 - 快捷功能设置方法 - Google Patents

快捷功能设置方法 Download PDF

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Publication number
WO2019011162A1
WO2019011162A1 PCT/CN2018/094322 CN2018094322W WO2019011162A1 WO 2019011162 A1 WO2019011162 A1 WO 2019011162A1 CN 2018094322 W CN2018094322 W CN 2018094322W WO 2019011162 A1 WO2019011162 A1 WO 2019011162A1
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Prior art keywords
shortcut
role
user
new
menu
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PCT/CN2018/094322
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English (en)
French (fr)
Inventor
陈达志
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成都牵牛草信息技术有限公司
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Publication of WO2019011162A1 publication Critical patent/WO2019011162A1/zh

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    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F9/00—Arrangements for program control, e.g. control units
    • G06F9/06—Arrangements for program control, e.g. control units using stored programs, i.e. using an internal store of processing equipment to receive or retain programs
    • G06F9/44—Arrangements for executing specific programs
    • G06F9/451—Execution arrangements for user interfaces
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F21/00—Security arrangements for protecting computers, components thereof, programs or data against unauthorised activity
    • G06F21/60—Protecting data
    • G06F21/62—Protecting access to data via a platform, e.g. using keys or access control rules
    • G06F21/6218—Protecting access to data via a platform, e.g. using keys or access control rules to a system of files or objects, e.g. local or distributed file system or database
    • G06F21/6227—Protecting access to data via a platform, e.g. using keys or access control rules to a system of files or objects, e.g. local or distributed file system or database where protection concerns the structure of data, e.g. records, types, queries
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F3/00—Input arrangements for transferring data to be processed into a form capable of being handled by the computer; Output arrangements for transferring data from processing unit to output unit, e.g. interface arrangements
    • G06F3/01—Input arrangements or combined input and output arrangements for interaction between user and computer
    • G06F3/048—Interaction techniques based on graphical user interfaces [GUI]
    • G06F3/0481—Interaction techniques based on graphical user interfaces [GUI] based on specific properties of the displayed interaction object or a metaphor-based environment, e.g. interaction with desktop elements like windows or icons, or assisted by a cursor's changing behaviour or appearance
    • G06F3/0482—Interaction with lists of selectable items, e.g. menus
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/10—Office automation; Time management
    • G06Q10/105—Human resources
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06F—ELECTRIC DIGITAL DATA PROCESSING
    • G06F2221/00—Indexing scheme relating to security arrangements for protecting computers, components thereof, programs or data against unauthorised activity
    • G06F2221/21—Indexing scheme relating to G06F21/00 and subgroups addressing additional information or applications relating to security arrangements for protecting computers, components thereof, programs or data against unauthorised activity
    • G06F2221/2141—Access rights, e.g. capability lists, access control lists, access tables, access matrices

Definitions

  • the invention relates to a user rights management method for a management software system such as ERP, in particular to a shortcut function setting method.
  • Role-based access control is one of the most researched and matured database rights management mechanisms in recent years. It is considered to be an ideal candidate to replace traditional mandatory access control (MAC) and autonomous access control (DAC).
  • the basic idea of role-based access control (RBAC) is to divide different roles according to different functional positions in the enterprise organization view, encapsulate the access rights of database resources in roles, and indirectly access database resources by being assigned different roles.
  • the role-based permission control mechanism can manage the access rights of the system simply and efficiently, which greatly reduces the burden and cost of the system rights management, and makes the system rights management more in line with the business management specifications of the application system.
  • the traditional role-based user rights management method adopts the "role-to-user one-to-many" association mechanism, and its "role” is group/class nature, that is, one role can simultaneously correspond to/associate multiple users, and the role is similar to the post.
  • the authorization of user rights under this association mechanism is basically divided into the following three forms: 1, as shown in Figure 1, directly authorized to the user, the disadvantage is that the workload is large, the operation is frequent and troublesome; As shown in Figure 2, the role (class/group/post/work type) is authorized (a role can be associated with multiple users), and the user obtains the permission through the role; 3. As shown in Figure 3, the above two methods are combined. .
  • both 2 and 3 need to authorize the role of the class/group nature, and the way of authorization through the role of class/group/post/work type has the following disadvantages: 1.
  • the above two processing methods not only require a long time for the role authorization in the case of a large number of role permissions, but also are easy to make mistakes, the user is cumbersome and troublesome to operate, and is also prone to errors resulting in loss to the system user.
  • User-authorized menus may contain Level 1, Level 2, Level 3 or even more. There may be more than one menu for each level. The number of menus authorized by the user may reach hundreds or even thousands, but it is often used. The menu may not exceed twenty. For the common menu, if it is obtained by step-by-step search, it is like “big waves”, the workload is large and cumbersome, and a lot of unnecessary time is wasted.
  • the new button usually exists in the function interface corresponding to the form. If the user needs to add the form, the user must first find the function interface corresponding to the form, in order to add the form. For example, if the user needs to create a new “customer form”, they need to find “CRM”, “customer” and “customer management” step by step, and then they can see the new operation function of the customer. For those who need to frequently add new forms, such as after-sales customer service personnel, each time you receive an after-sales customer service call, you need to add a new after-sales request form, each time you have to search step by step to add an after-sales request, the workload is large and Cumbersome.
  • the object of the present invention is to overcome the deficiencies of the prior art and provide a shortcut function setting method, which is convenient for quickly completing the viewing and operation of common menus, quickly completing the addition of forms, and improving office efficiency; a role can only be associated with a unique one at a time.
  • the user only needs to associate the new role with the user when the user newly joins or adjusts the post, and the common shortcut menu corresponding to the role can be obtained through the shortcut menu entry, or the common shortcut added corresponding to the role can be obtained by quickly adding the form entry.
  • the form can also obtain the form with the newly added permission corresponding to the role by quickly adding the form entry, greatly improving the efficiency of the rights management in the system, making the dynamic authorization simpler, more convenient, clearer and clearer, and improving the permission setting. Efficiency and reliability.
  • a shortcut function setting method including setting a shortcut menu entry step, setting a shortcut menu step, and displaying a shortcut menu through a shortcut menu entry, wherein setting a shortcut menu entry step and setting a shortcut menu Steps are in no particular order, as follows: Set the shortcut menu entry steps: Set the shortcut menu entry for displaying and operating the shortcut menu; Set the shortcut menu Step: S1: Get all the roles currently associated with the current user of the login system with view rights Menu, each of the roles is an independent individual, not a group/class.
  • One role can only associate a unique user in the same period, and one user associates one or more roles;
  • S2 the user selects a menu with viewing rights as needed Select one or more as the shortcut menu;
  • K2 selecting any shortcut menu in step K1 as needed, displaying the The function interface corresponding to the shortcut menu.
  • the shortcut menu is not displayed.
  • the shortcut function setting method includes the steps of setting a shortcut new form entry step, setting a shortcut new form step, and displaying a quick new form by quickly adding a form entry, wherein setting a shortcut new form entry step and setting a shortcut new form step
  • setting a shortcut new form entry step and setting a shortcut new form step In no particular order, the details are as follows: Set the shortcut to add a new form entry step: set the shortcut to add a new form entry, which is used to display and operate the quick new form; set the shortcut to add a new form: P1: Get the current user of the login system currently associated All forms of the role with new permissions, each of which is an independent individual, not a group/class.
  • a role can only be associated with a unique user at the same time, and a user is associated with one or more roles;
  • P2 User Select one or more as a shortcut to add a new form from the form with the newly added permission; display the shortcut to add a new form by shortcut to the new form entry:
  • L1 Display the shortcut selected in step P2 by adding the new form entry Add a new form;
  • L2 Select any shortcut new form in step L1 as needed to display the Quickly add a new interface corresponding to the form.
  • the shortcut function setting method includes the following steps: W1: setting a shortcut to add a new form entry: W2: by quickly adding a form entry, displaying all the forms with the newly added permissions of the currently associated role of the current user of the login system, each of which A role is an independent individual, not a group/class. A role can only be associated with a unique user at the same time, and a user is associated with one or more roles. W3: Select any form displayed in step W2 as needed to display the form. Corresponding new interface.
  • the role belongs to the department, and the role is unique under the department, and the role is authorized according to the work content of the role.
  • the shortcut function setting method further includes a user cross-department management step, which specifically includes: (1) canceling the association between the user and the role in the original department; and (2) associating the user with the role in the new department.
  • the user determines the authority through its association with the role.
  • composition of the character is: post name + post number.
  • the role includes a role name and a role number that are unique under the department selected at the time the character was created, and the role number is unique in the system.
  • the invention has the following beneficial effects: 1) providing a shortcut function setting method, which is convenient for quickly completing the viewing and operation of common menus, quickly completing the addition of forms, and improving office efficiency; a role can only be associated with a unique user at the same time.
  • the shortcut menu corresponding to the character can be obtained through the shortcut menu portal (because the shortcut menu is assigned to the character), or can be added by shortcut.
  • the form entry gets the common shortcut new form corresponding to the role (because the shortcut new form is assigned to the role), and the form with the new permission corresponding to the role can also be obtained by quickly adding the form entry (because, right When the role is routinely authorized, the role has been authorized to add permissions to the form. This greatly improves the efficiency of the rights management in the system, making the dynamic authorization simpler, more convenient, clearer, clearer, and improved the permission settings. Efficiency and reliability.
  • User-authorized menus may contain Level 1, Level 2, Level 3 or even more. There may be more than one menu for each level. The number of menus authorized by the user may reach hundreds or even thousands, but it is often used. There may be no more than twenty menus (these common forms often account for more than 80% of the total work of the user). For the common menus, if they are obtained by step-by-step search, it is like “big waves”, which is heavy and cumbersome and wasteful. A lot of unnecessary time. This application can quickly complete the viewing and operation of common menus by setting a shortcut menu entry, which greatly improves work efficiency and reduces workload.
  • the new button usually exists in the function interface corresponding to the form. If the user needs to add the form, the user must first find the function interface corresponding to the form, in order to add the form. For example, if the user needs to create a new “customer form”, they need to find “CRM”, “customer” and “customer management” step by step, and then they can see the new operation function of the customer. For those who need to frequently add new forms, such as after-sales customer service personnel, each time you receive an after-sales customer service call, you need to add a new after-sales request form, each time you have to search step by step to add an after-sales request, the workload is large and Cumbersome. This application can quickly complete the addition of the form by setting a quick new form entry, which improves the new management efficiency of the form and reduces the workload of the new operation of the form.
  • the role of the application is a one-to-one relationship to the user.
  • One role can only be associated with a unique user at the same time, and one user is associated with one or more roles.
  • the advantage of this is that as long as the user is associated with the role, the permission can be obtained. (ie, the user gains access to their associated role), and the role's permission changes are much less than the user permissions in the traditional mechanism.
  • the number of roles of the nature of the independent body (the nature of the post number/station number) is small. Although the employee turnover is large, the change of the post number/station number is small (even if there is no change in a certain period of time, that is, the role does not change), This will greatly simplify the user's rights management and reduce the overhead of the system.
  • Zhang San due to Zhang San’s resignation or transfer, Zhang San will no longer work as a “buyer 3”, and Zhang will cancel the association with “Purchaser 3”; Li Si will take over as “Purchaser”. 3"
  • the role of this role just Li Wu associated with the role, then Li Si automatically obtained the "Purchase 3" role of the shortcut menu and quick new form.
  • this application scheme is adopted. If a user associated with a role has already set a shortcut menu of the character or a shortcut new form, the associated user can directly use it, and does not need to be reset. Simply make simple modifications on the original basis, and the operation is simple and convenient.
  • the traditional rights management mechanism defines the role as a group, a job type, a class, etc.
  • the role is a one-to-many relationship with the user.
  • the user's authority is often adjusted during the operation process. For example, when dealing with employee permission changes, the permissions of an employee associated with the role change. We cannot change the permissions of the entire role because of the change of the individual employee permissions, because the role is also associated with other employees whose permissions have not changed. . So in response to this situation, either create a new role to satisfy the employee whose permissions have changed, or directly authorize (disengage the role) from the employee based on the permission requirements.
  • the above two processing methods not only require a long time for the role authorization in the case of a large number of role permissions, but also are easy to make mistakes, the user is cumbersome and troublesome to operate, and is also prone to errors resulting in loss to the system user.
  • the role since the role is an independent individual, the role permission can be changed to achieve the goal.
  • the method of the present application seems to increase the workload when the system is initialized, it can be made by copying or the like to make the role or authorization more efficient than the traditional group/class nature, because the group/class role is not considered.
  • the application scheme will make the permission setting clear and clear; especially after the system is used for a period of time (the user/role authority changes dynamically), the application scheme can greatly improve the system usage for the system user.
  • the efficiency of the rights management makes the dynamic authorization simpler, more convenient, clearer and clearer, and improves the efficiency and reliability of the permission setting.
  • the traditional group/class role authorization method is error-prone, and the method of the present application greatly reduces the probability of authorization errors, because the method of the present application only needs to consider the role as an independent individual, without considering the traditional method to associate the role of the group. What are the commonalities of multiple users. Even if the authorization error occurs, it only affects the user associated with the role, while the traditional group-based role affects all users associated with the role. Even if a permission authorization error occurs, the correction method of the present application is simple and short, and the traditional group-type role needs to consider the commonality of all users associated with the role when correcting the error, and not only the modification when there are many function points. Troublesome, complicated, very error-prone, and in many cases only new roles can be created.
  • the method of the present application is as follows: the transferred user associates several roles.
  • the user When adjusting the post, the user is first unlinked from the role in the original department (the canceled roles can be re-associated to other users), and then Associate users with roles in the new department. The operation is simple and will not go wrong.
  • FIG. 1 is a schematic diagram of a manner in which a system directly authorizes a user in the background art
  • FIG. 2 is a schematic diagram of a manner in which a system authorizes a group/class role in the background art
  • FIG. 3 is a schematic diagram of a manner in which a system directly authorizes a user and authorizes a group/class role role in the background art
  • FIG. 4 is a schematic diagram of a manner in which a system authorizes a user through an independent individual role
  • FIG. 5 is a flowchart of Embodiment 1 of the present invention.
  • FIG. 6 is a flowchart of Embodiment 2 of the present invention.
  • Figure 7 is a flow chart of Embodiment 3 of the present invention.
  • a shortcut function setting method includes the steps of setting a shortcut menu entry step, setting a shortcut menu step, and displaying a shortcut menu through a shortcut menu entry, wherein the shortcut menu entry step is set and
  • the steps of setting the shortcut menu are in no particular order, as follows: Setting the shortcut menu entry step: setting the shortcut menu entry for displaying and operating the shortcut menu; setting the shortcut menu Step: S1: Get all the roles currently associated with the current user of the login system have View the menu of permissions, each of the roles is an independent individual, not a group/class.
  • One role can only be associated with a unique user at the same time, and one user is associated with one or more roles;
  • S2 The user has a view from the need Select one or more of the permission menus as the shortcut menu (the shortcut menu is assigned to the user or the role currently associated with the user); the step of displaying the shortcut menu through the shortcut menu entry: K1: Display steps through the shortcut menu entry The shortcut menu selected in S2; K2: select the step as needed Any shortcut menu in step K1 displays the function interface corresponding to the shortcut menu.
  • the shortcut menu is not displayed. For example, before the user Zhang San has set the “Customer Statistics” menu as a shortcut menu, when Zhang San loses the permission to view the “Customer Statistics” menu, his previously set shortcut menu “Customer Statistics” is automatically taken from his shortcut menu. Disappears, no longer displayed.
  • the application provides a shortcut function setting method, which is convenient for quickly completing the viewing and operation of common menus, and improves office efficiency; a role can only be associated with a unique user in the same period, and the user only needs to associate the user when newly recruiting or adjusting the post.
  • the new role you can get the common shortcut menu corresponding to the character through the shortcut menu entry (because the shortcut menu is assigned to the role), which greatly improves the efficiency of the rights management in the system.
  • User-authorized menus may contain Level 1, Level 2, Level 3 or even more. There may be more than one menu for each level. The number of menus authorized by the user may reach hundreds or even thousands, but it is often used. There may be no more than twenty menus (these common forms often account for more than 80% of the total work of the user). For the common menus, if they are obtained by step-by-step search, it is like “big waves”, which is heavy and cumbersome and wasteful. A lot of unnecessary time. This application can quickly complete the viewing and operation of common menus by setting a shortcut menu entry, which greatly improves work efficiency and reduces workload.
  • each of the roles is an independent individual, not a group/class, and one role can only associate with a unique user in the same period, and one user associates one or more roles.
  • the role belongs to the department, and the role is unique under the department, and the role is authorized according to the work content of the role.
  • the shortcut function setting method further includes a user cross-department management step, which specifically includes: (1) canceling the association between the user and the role in the original department; and (2) associating the user with the role in the new department.
  • the role includes a role name and a role number that are unique under the department selected at the time the character was created, and the role number is unique in the system.
  • the user determines the authority through its association with the role.
  • the role is composed of: a post name + a post number.
  • the following is an analysis of the advantages of the method of authorizing the user through the independent individual role: the user determines (acquires) the right through the association with the role, and if the user's permission is to be modified, the change is changed to achieve the change.
  • the purpose of the permissions associated with the user of the role Once a user associates a role, that user has all the permissions for that role.
  • the role of the role to the user is one-to-one (when the role is associated with a user, other users can no longer associate the role; if the role is not associated with the user, it can be selected by other users; that is, a role can be And can only be associated by one user).
  • a user's relationship to a role is one-to-many (one user can associate multiple roles at the same time).
  • Role definition The role does not have the nature of group/class/category/post/job/work, but a non-collection nature, the role is unique, the role is an independent independent entity; in the enterprise application is equivalent Job number (The job number here is not a post, one post may have multiple employees at the same time, and one job number can only correspond to one employee at the same time).
  • a company system can create the following roles: general manager, deputy general manager 1, deputy general manager 2, Beijing sales manager, Beijing sales manager, Beijing sales manager, Shanghai sales engineer 1, Shanghai sales Engineer 2, Shanghai Sales Engineer 3, Shanghai Sales Engineer 4, Shanghai Sales Engineer 5...
  • general manager deputy general manager 1, deputy general manager 2, Beijing sales manager, Beijing sales manager, Shanghai sales engineer 1, Shanghai sales Engineer 2, Shanghai Sales Engineer 3, Shanghai Sales Engineer 4, Shanghai Sales Engineer 5...
  • Zhang San serves as the company's deputy general manager 2, and also serves as a sales manager in Beijing, then Zhang The three roles to be associated are Deputy General Manager 2 and Beijing Sales Manager. Zhang San has the rights to these two roles.
  • roles are group/class/post/position/work type, and one role can correspond to multiple users.
  • the concept of "role" in this application is equivalent to the post number/station number, and is similar to the role in the film and television drama: a character can only be played by one actor at the same time (childhood, juvenile, middle-aged). And an actor may be decorated with multiple angles.
  • the role After the role is created, you can associate the role in the process of creating the user, or you can associate it at any time after the user is created. After the user associates the role, the relationship with the role can be released at any time, and the relationship with other roles can be established at any time.
  • the composition of the character is: post name + post number.
  • workshop production workers 1, workshop production workers 2, workshop production workers 3... roles are independent individuals, equivalent to the concept of job number and station number, different from the role in the traditional authority management system, the concept of role in the traditional system It is the group/class nature of the position/position/work type.
  • the following example shows the relationship between employees, users and roles after the employee Zhang San enters a company: 1. New entry: The employee is newly hired, and directly associates the role of the corresponding job number/station number for the user (employee). Yes, for example: Zhang San joined the company (the company assigned a three-user for Zhang San), the job content is in the sales department, responsible for the sales of refrigerator products in Beijing area (the corresponding role is to sell the sales engineer under the 5 "This role", Zhang San users directly select the "sales engineer 5" role association.
  • Zhang also arranged for Zhang San to be responsible for the sales of regional TV products in Beijing (the corresponding role is to sell the role of “Sales Engineer 8” under the Ministry of Sales) and concurrently as the head of the after-sales department (corresponding to the after-sales department)
  • the three users added the roles of “sales engineer 8” under the sales department and “sales department supervisor 1” under the after-sales department.
  • Zhang San employees associated three roles, respectively.
  • Zhang San users have the authority of these three roles.
  • Zhang San serves as the post-sales manager (corresponding to the role of “after-sales manager” in the after-sales department) and no longer take up other jobs. Then Zhang San user is associated with the role of “after-sales manager” in the after-sales department, and cancels the three roles previously associated (Sales Engineer 5 under Sales, Sales Engineer 8 and “After Sales Manager 1” under the after-sales department) At this time, Zhang San users only have the authority of the role of “after-sales manager” under the after-sales department.
  • This application authorizes the role of the nature of the post number/station number, and the user determines the (acquired) authority by associating the role, and the control of the user authority is realized by a simple user-role relationship. It makes the permission control simple, easy to operate, clear and clear, and greatly improves the authorization efficiency and authorization reliability.
  • the shortcut function setting method includes the steps of setting a shortcut new form entry step, setting a shortcut new form step, and displaying a quick new form by quickly adding a form entry, wherein the setting is fast and new.
  • the new form steps are in no particular order. The details are as follows: Set the shortcut to add a new form entry step: Set the shortcut to add a new form entry, which is used to display and operate the shortcut to add a new form; P1: Get all the forms with the newly added rights of the currently associated role of the current user of the login system. Each of the roles is an independent individual, not a group/class.
  • One role can only associate a unique user in the same period, and one The user associates one or more roles; P2: the user selects one or more from the form with the newly added permission as a shortcut new form as needed (the shortcut new form is given to the user or is currently associated with the user) Role); Steps to display a quick new form by quickly adding a form entry: L1: Add a form by shortcut Port P2 step of displaying additional quick selected form; L2: L1 is selected in step a shortcut to any necessary new forms, new fast display form corresponding to the new interface.
  • the application provides a shortcut function setting method, which is convenient for quickly completing the new form and improving the office efficiency; a role can only be associated with a unique user in the same period, and the user only needs to associate the new role with the user when newly recruiting or adjusting the post. You can get the common shortcut new form corresponding to the character by quickly adding the form entry (because the shortcut new form is assigned to the role), which greatly improves the efficiency of the new operation of the form in use.
  • the new button usually exists in the function interface corresponding to the form. If the user needs to add the form, the user must first find the function interface corresponding to the form, in order to add the form. For example, if the user needs to create a new “customer form” (ie, create a new customer), then you need to find “CRM”, “customer” and “customer management” step by step, and then you can see the new operation function of the customer.
  • customer form ie, create a new customer
  • the shortcut function setting method includes the following steps: W1: setting a shortcut to add a new form entry: W2: by adding a shortcut form entry, displaying all the roles currently associated with the current user of the login system. A form with new permissions, each of which is an independent individual, not a group/class. A role can only be associated with a unique user at the same time, and a user is associated with one or more roles; W3: Select steps as needed The form displayed in any of W2 displays the new interface corresponding to the form.
  • the application provides a shortcut function setting method, which is convenient for quickly completing the new form and improving the office efficiency; a role can only be associated with a unique user in the same period, and the user only needs to associate the new role with the user when newly recruiting or adjusting the post. , the form with the newly added permission corresponding to the associated role can be obtained by quickly adding the form entry, which greatly improves the efficiency of the form authorization operation in the system.
  • the new button usually exists in the function interface corresponding to the form. If the user needs to add the form, the user must first find the function interface corresponding to the form step by step (through the step-by-step menu). The form is added. For example, if the user needs to create a new “customer form” (ie, create a new customer), then you need to find “CRM”, “customer” and “customer management” step by step, and then you can see the new operation function of the customer.
  • customer form ie, create a new customer

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Abstract

本发明公开了一种快捷功能设置方法，包括设置快捷菜单和快捷新增表单，设置快捷菜单包括设置快捷菜单入口步骤、设置快捷菜单步骤、通过快捷菜单入口显示快捷菜单的步骤，通过快捷菜单入口显示步骤S2中选取的快捷菜单；根据需要选中步骤K1中任一快捷菜单，显示该快捷菜单对应的功能界面。本发明便于快速完成常用菜单的查看和操作、快速完成表单的新增，提高办公效率；同一时段一个角色只能关联唯一的用户，用户新入职或调岗时只需将该用户关联新角色，即可通过快捷菜单入口获得该角色对应的常用快捷菜单，也可通过快捷新增表单入口获得该角色对应的有新增权限的表单，大幅度提高系统使用中的权限管理效率。

Description

快捷功能设置方法 技术领域
本发明涉及一种ERP等管理软件系统的用户权限管理方法，特别是涉及一种快捷功能设置方法。
 背景技术
基于角色的访问控制（RBAC）是近年来研究最多、思想最成熟的一种数据库权限管理机制，它被认为是替代传统的强制访问控制（MAC）和自主访问控制（DAC）的理想候选。基于角色的访问控制（RBAC）的基本思想是根据企业组织视图中不同的职能岗位划分不同的角色，将数据库资源的访问权限封装在角色中，用户通过被赋予不同的角色来间接访问数据库资源。
在大型应用系统中往往都建有大量的表和视图，这使得对数据库资源的管理和授权变得十分复杂。由用户直接管理数据库资源的存取和权限的收授是十分困难的，它需要用户对数据库结构的了解非常透彻，并且熟悉SQL语言的使用，而且一旦应用系统结构或安全需求有所变动，都要进行大量复杂而繁琐的授权变动，非常容易出现一些意想不到的授权失误而引起的安全漏洞。因此，为大型应用系统设计一种简单、高效的权限管理方法已成为系统和系统用户的普遍需求。
基于角色的权限控制机制能够对系统的访问权限进行简单、高效的管理，极大地降低了系统权限管理的负担和代价，而且使得系统权限管理更加符合应用系统的业务管理规范。
然而，传统基于角色的用户权限管理方法均采用“角色对用户一对多”的关联机制，其“角色”为组/类性质，即一个角色可以同时对应/关联多个用户，角色类似于岗位/职位/工种等概念，这种关联机制下对用户权限的授权基本分为以下三种形式：1、如图1所示，直接对用户授权，缺点是工作量大、操作频繁且麻烦；2、如图2所示，对角色（类/组/岗位/工种性质）进行授权（一个角色可以关联多个用户），用户通过角色获得权限；3、如图3所示，以上两种方式结合。
以上的表述中，2、3均需要对类/组性质的角色进行授权，而通过类/组/岗位/工种性质的角色进行授权的方式有以下缺点：1、用户权限变化时的操作难：在实际的系统使用过程中，经常因为在运营过程中需要对用户的权限进行调整，比如：在处理员工权限变化的时候，角色关联的某个员工的权限发生变化，我们不能因该个别员工权限的变化而改变整个角色的权限，因为该角色还关联了其他权限未变的员工。因此为了应对该种情况，要么创建新角色来满足该权限发生变化的员工，要么对该员工根据权限需求直接授权（脱离角色）。以上两种处理方式，在角色权限较多的情况下对角色授权不仅所需时间长，而且容易犯错，使用方操作起来繁琐又麻烦，也容易出错导致对系统使用方的损失。
2、要长期记住角色包含的具体权限难：若角色的权限功能点比较多，时间一长，很难记住角色的具体权限，更难记住权限相近的角色之间的权限差别，若要关联新的用户，无法准确判断应当如何选择关联。
3、因为用户权限变化，则会造成角色创建越来越多（若不创建新角色，则会大幅增加直接对用户的授权），更难分清各角色权限的具体差别。
4、调岗时，若要将被调岗用户的很多个权限分配给另外几个用户承担，则处理时必须将被调岗用户的这些权限区分开来，分别再创建角色来关联另外几个用户，这样的操作不仅复杂耗时，而且还很容易发生错误。
在现有的管理模式中，作为中层以及高层管理者，需要查看或者处理各种各样、数量很多的菜单、表单。
用户被授权的菜单可能包含一级、二级、三级甚至更多级，每一级菜单可能有多个，用户被授权的所有菜单数量可能达到成百上千，甚至几千个，但常用菜单可能不超过二十个，对于常用菜单如果每次都通过逐级查找的方式获得，犹如“大浪淘沙”，工作量大且繁琐，浪费了大量不必要的时间。
对于表单而言，其新增按钮通常存在于该表单对应的功能界面中，用户如果需要新增该表单，则必须先逐级找到该表单对应的功能界面，才能对该表单进行新增。例如：用户需要新建一个“客户表单”，则需要逐级找到“CRM”、“客户”、“客户管理”，然后才能看到客户新增对应的操作功能。对于需要频繁操作新增表单的人员而言，如售后客服人员，每接听一个售后客服电话都需要新增一个售后请求单，每次都要逐级查找才能新增售后请求单，工作量大且繁琐。
 技术问题
本发明的目的在于克服现有技术的不足，提供一种快捷功能设置方法，便于快速完成常用菜单的查看和操作、快速完成表单的新增，提高办公效率；同一时段一个角色只能关联唯一的用户，用户新入职或调岗时只需将该用户关联新角色，即可通过快捷菜单入口获得该角色对应的常用快捷菜单，也可通过快捷新增表单入口获得该角色对应的常用快捷新增表单，也可通过快捷新增表单入口获得该角色对应的有新增权限的表单，大幅度提高系统使用中的权限管理效率，使动态授权更简单，更方便，更清晰、明了，提高权限设置的效率和可靠性。
 技术解决方案
本发明的目的是通过以下技术方案来实现的：快捷功能设置方法，包括设置快捷菜单入口步骤、设置快捷菜单步骤、通过快捷菜单入口显示快捷菜单的步骤，其中设置快捷菜单入口步骤和设置快捷菜单步骤不分先后，具体如下：设置快捷菜单入口步骤：设置快捷菜单入口，用于显示和操作快捷菜单；设置快捷菜单步骤：S1：获取登录系统的当前用户当前关联的角色的所有具有查看权限的菜单，每个所述角色是独立的个体，而非组/类，同一时段一个角色只能关联唯一的用户，而一个用户关联一个或多个角色；S2：用户根据需要从具有查看权限的菜单中选取一个或者多个作为快捷菜单；通过快捷菜单入口显示快捷菜单的步骤：K1：通过快捷菜单入口显示步骤S2中选取的快捷菜单；K2：根据需要选中步骤K1中任一快捷菜单，显示该快捷菜单对应的功能界面。
当用户失去某一菜单的查看权限时，若该菜单为该用户已选取的快捷菜单，则该快捷菜单不显示。
快捷功能设置方法，包括设置快捷新增表单入口步骤、设置快捷新增表单步骤、通过快捷新增表单入口显示快捷新增表单的步骤，其中设置快捷新增表单入口步骤和设置快捷新增表单步骤不分先后，具体如下：设置快捷新增表单入口步骤：设置快捷新增表单入口，用于显示和操作快捷新增表单；设置快捷新增表单步骤：P1：获取登录系统的当前用户当前关联的角色的所有具有新增权限的表单，每个所述角色是独立的个体，而非组/类，同一时段一个角色只能关联唯一的用户，而一个用户关联一个或多个角色；P2：用户根据需要从具有新增权限的表单中选取一个或者多个作为快捷新增表单；通过快捷新增表单入口显示快捷新增表单的步骤：L1：通过快捷新增表单入口显示步骤P2中选取的快捷新增表单；L2：根据需要选中步骤L1中任一快捷新增表单，显示该快捷新增表单对应的新增界面。
快捷功能设置方法，包括以下步骤：W1：设置快捷新增表单入口：W2：通过快捷新增表单入口，显示登录系统的当前用户当前关联的角色的所有具有新增权限的表单，每个所述角色是独立的个体，而非组/类，同一时段一个角色只能关联唯一的用户，而一个用户关联一个或多个角色；W3：根据需要选中步骤W2中任一显示的表单，显示该表单对应的新增界面。
所述的角色归属于部门，且该角色在该部门下唯一，根据角色的工作内容对角色进行授权。
快捷功能设置方法，还包括一个用户跨部门调岗管理步骤，具体包括：（1）取消用户与原部门内的角色的关联；（2）将用户与新部门内的角色进行关联。
所述的用户通过其与角色的关联确定权限。
所述角色的构成为：岗位名+岗内编号。
所述角色包括角色名和角色编号，所述角色名在角色创建时选择的部门下唯一，所述角色编号在系统中唯一。
当用户失去某一表单的新增权限时，若该表单为该用户已选取的快捷新增表单，则该快捷新增表单不显示。
 有益效果
本发明的有益效果是：1）提供了一种快捷功能设置方法，便于快速完成常用菜单的查看和操作、快速完成表单的新增，提高了办公效率；同一时段一个角色只能关联唯一的用户，用户新入职或调岗时只需将该用户关联新角色，即可通过快捷菜单入口获得该角色对应的常用快捷菜单（因为，快捷菜单被赋予给了该角色），也可通过快捷新增表单入口获得该角色对应的常用快捷新增表单（因为，快捷新增表单被赋予给了该角色），也可通过快捷新增表单入口获得该角色对应的有新增权限的表单（因为，对角色进行常规授权时，已经对角色进行了表单新增权限的授权），大幅度提高了系统使用中的权限管理效率，使动态授权更简单，更方便，更清晰、明了，提高了权限设置的效率和可靠性。
在现有的管理模式中，作为中层以及高层管理者，需要查看或者处理各种各样、数量很多的菜单、表单。
用户被授权的菜单可能包含一级、二级、三级甚至更多级，每一级菜单可能有多个，用户被授权的所有菜单数量可能达到成百上千，甚至几千个，但常用菜单可能不超过二十个（这些常用表单往往占用户工作总量的80%以上），对于常用菜单如果每次都通过逐级查找的方式获得，犹如“大浪淘沙”，工作量大且繁琐，浪费了大量不必要的时间。本申请通过设置快捷菜单入口能够快速完成常用菜单的查看和操作，极大提高了工作效率，降低了工作量。
对于表单而言，其新增按钮通常存在于该表单对应的功能界面中，用户如果需要新增该表单，则必须先逐级找到该表单对应的功能界面，才能对该表单进行新增。例如：用户需要新建一个“客户表单”，则需要逐级找到“CRM”、“客户”、“客户管理”，然后才能看到客户新增对应的操作功能。对于需要频繁操作新增表单的人员而言，如售后客服人员，每接听一个售后客服电话都需要新增一个售后请求单，每次都要逐级查找才能新增售后请求单，工作量大且繁琐。本申请通过设置快捷新增表单入口能够快速完成表单的新增，提高了表单新增管理效率，降低了表单新增操作的工作量。
2）本申请角色对用户是一对一的关系，同一时段一个角色只能关联唯一的用户，一个用户关联一个或多个角色，这样做的好处是，只要将用户关联到角色即可获得权限（即用户获得其关联的角色的权限），而且角色的权限变更比传统机制中的用户权限变更要少得多。独立体性质（岗位号/工位号性质）的角色数量变化小，虽然员工流动大，但岗位号/工位号的变化小（甚至在一定时段内是没有变化的，即角色没有变化），这样将极大简化用户的权限管理，减少系统的开销。
3）动态管理、入职调岗等的操作简单方便，效率高，可靠性高：入职/离职/调岗在权限管理中的应用简单，当员工/用户发生变化时不用重新设置权限，用户只需取消或关联角色即可：不再任职该角色的用户就取消该角色关联，接手任职该角色的用户关联该岗位号的角色，关联该角色的用户自动就获得了该角色的相关任务和操作权限，无需对角色进行重新授权，极大地提高了系统设置的效率、安全性和可靠性。
举例：因张三用户离职或调岗等原因，张三不再做“采购员3”这个角色的工作，则将张三取消与“采购员3”的关联；另外李四接手做“采购员3”这个角色的工作，只需将李四关联该角色，则李四自动获得了“采购员3”这个角色的快捷菜单和快捷新增表单。
对于菜单和表单，采用本申请方案，若某角色之前关联的用户已经设置了该角色的快捷菜单或快捷新增表单，则之后关联的用户直接使用即可，不需要重新设置，若有变动，只需在原有基础上做简单修改即可，操作简单方便。
4）传统的权限管理机制将角色定义为组、工种、类等性质，角色对用户是一对多的关系，在实际的系统使用过程中，因为在运营过程中经常需要对用户的权限进行调整，比如：在处理员工权限变化的时候，角色关联的某个员工的权限发生变化，我们不能因该个别员工权限的变化而改变整个角色的权限，因为该角色还关联了其他权限未变的员工。因此为了应对该种情况，要么创建新角色来满足该权限发生变化的员工，要么对该员工根据权限需求直接授权（脱离角色）。以上两种处理方式，在角色权限较多的情况下对角色授权不仅所需时间长，而且容易犯错，使用方操作起来繁琐又麻烦，也容易出错导致对系统使用方的损失。
但在本申请的方法下，因为角色是一个独立的个体，则可以选择改变角色权限即可达到目的。本申请的方法，虽然看起来在系统初始化时会增加工作量，但可以通过复制等方法，使其创建角色或授权的效率高于传统组/类性质的角色，因为不用考虑组/类性质角色在满足关联用户时的共通性，本申请方案会让权限设置清晰，明了；尤其是在系统使用一段时间后（用户/角色权限动态变化），该申请方案能为系统使用方大幅度提高系统使用中的权限管理效率，使动态授权更简单，更方便，更清晰、明了，提高权限设置的效率和可靠性。
5）传统组/类性质的角色授权方法容易出错，本申请方法大幅降低了授权出错的几率，因为本申请方法只需考虑作为独立个体的角色，而不用考虑传统方法下关联该组性质角色的多个用户有哪些共通性。即使授权出错也只影响关联到该角色的那一个用户，而传统以组性质的角色则会影响关联到该角色的所有用户。即使出现权限授权错误，本申请的修正方法简单、时间短，而传统以组性质的角色在修正错误时需要考虑关联到该角色的所有用户的权限共通性，在功能点多的情况下不仅修改麻烦、复杂，非常容易出错，且很多情况下只能新创建角色才能解决。
6）在传统以组为性质的角色授权方法下，若角色的权限功能点比较多，时间一长，很难记住角色的具体权限，更难记住权限相近的角色之间的权限差别，若要关联新的用户，无法准确判断应当如何选择关联。本申请方法的角色本身就具有岗位号/工位号的性质，选择一目了然。
7）调岗时，若要将被调岗用户的很多个权限分配给另外几个用户承担，则处理时必须将被调岗用户的这些权限区分开来，分别再创建角色来关联另外几个用户，这样的操作不仅复杂耗时，而且还很容易发生错误。
本申请方法则为：被调岗用户关联了几个角色，在调岗时，首先取消用户与原部门内的角色的关联（被取消的这几个角色可以被重新关联给其他用户），然后将用户与新部门内的角色进行关联即可。操作简单，不会出错。
 附图说明
图1为背景技术中系统直接对用户进行授权的方式示意图；
图2为背景技术中系统对组/类性质角色进行授权的方式示意图；
图3为背景技术中系统对用户直接授权和对组/类性质角色授权相结合的方式示意图；
图4为本发明系统通过独立个体性质角色对用户进行授权的方式示意图；
图5为本发明实施例1流程图；
图6为本发明实施例2流程图；
图7为本发明实施例3流程图。
 本发明的实施方式
下面结合附图进一步详细描述本发明的技术方案，但本发明的保护范围不局限于以下所述。
【实施例1】如图5所示，本实施例中，快捷功能设置方法，包括设置快捷菜单入口步骤、设置快捷菜单步骤、通过快捷菜单入口显示快捷菜单的步骤，其中设置快捷菜单入口步骤和设置快捷菜单步骤不分先后，具体如下：设置快捷菜单入口步骤：设置快捷菜单入口，用于显示和操作快捷菜单；设置快捷菜单步骤：S1：获取登录系统的当前用户当前关联的角色的所有具有查看权限的菜单，每个所述角色是独立的个体，而非组/类，同一时段一个角色只能关联唯一的用户，而一个用户关联一个或多个角色；S2：用户根据需要从具有查看权限的菜单中选取一个或者多个作为快捷菜单（则该快捷菜单被赋予给该用户或者是该用户当前关联的角色）；通过快捷菜单入口显示快捷菜单的步骤：K1：通过快捷菜单入口显示步骤S2中选取的快捷菜单；K2：根据需要选中步骤K1中任一快捷菜单，显示该快捷菜单对应的功能界面。
当用户失去某一菜单的查看权限时，若该菜单为该用户已选取的快捷菜单，则该快捷菜单不显示。比如，用户张三之前已经将“客户统计”菜单设置为快捷菜单，当张三失去查看“客户统计”菜单这一权限时，他之前设置的快捷菜单“客户统计”自动从他的快捷菜单中消失，即不再显示。
本申请提供了一种快捷功能设置方法，便于快速完成常用菜单的查看和操作，提高了办公效率；同一时段一个角色只能关联唯一的用户，用户新入职或调岗时只需将该用户关联新角色，即可通过快捷菜单入口获得该角色对应的常用快捷菜单（因为，快捷菜单被赋予给了该角色），大幅度提高了系统使用中的权限管理效率。
在现有的管理模式中，作为中层以及高层管理者，需要查看或者处理各种各样、数量很多的菜单。
用户被授权的菜单可能包含一级、二级、三级甚至更多级，每一级菜单可能有多个，用户被授权的所有菜单数量可能达到成百上千，甚至几千个，但常用菜单可能不超过二十个（这些常用表单往往占用户工作总量的80%以上），对于常用菜单如果每次都通过逐级查找的方式获得，犹如“大浪淘沙”，工作量大且繁琐，浪费了大量不必要的时间。本申请通过设置快捷菜单入口能够快速完成常用菜单的查看和操作，极大提高了工作效率，降低了工作量。
如图4所示，本实施例中，每个所述角色是独立的个体，而非组/类，同一时段一个角色只能关联唯一的用户，而一个用户关联一个或多个角色。所述的角色归属于部门，且该角色在该部门下唯一，根据角色的工作内容对角色进行授权。
快捷功能设置方法，还包括一个用户跨部门调岗管理步骤，具体包括：（1）取消用户与原部门内的角色的关联；（2）将用户与新部门内的角色进行关联。
所述角色包括角色名和角色编号，所述角色名在角色创建时选择的部门下唯一，所述角色编号在系统中唯一。所述的用户通过其与角色的关联确定权限。具体的，所述角色的构成为：岗位名+岗内编号。
以下对通过独立个体性质角色对用户进行权限授权方式所具备的优势进行分析：用户通过其与角色的关联确定（获得）权限，如果要修改用户的权限，通过调整角色所拥有的权限以达到改变关联了该角色的用户的权限的目的。一旦用户关联角色后，该用户就拥有了该角色的所有权限。
角色对用户的关系为一对一（该角色与一个用户关联时，其他用户则不能再关联该角色；若该角色未被用户关联，则可以被其他用户选择关联；即同一时段，一个角色能且只能被一个用户关联）。用户对角色的关系为一对多（一个用户可以同时关联多个角色）。
角色的定义：角色不具有组/类/类别/岗位/职位/工种等性质，而是一个非集合的性质，角色具有唯一性，角色是独立存在的独立个体；在企事业单位应用中相当于岗位号（此处的岗位号非岗位，一个岗位同时可能有多个员工，而同一时段一个岗位号只能对应一个员工）。
举例：某个公司系统中可创建如下角色：总经理、副总经理1、副总经理2、北京销售一部经理、北京销售二部经理、北京销售三部经理、上海销售工程师1、上海销售工程师2、上海销售工程师3、上海销售工程师4、上海销售工程师5……用户与角色的关联关系：若该公司员工张三任职该公司副总经理2，同时任职北京销售一部经理，则张三需要关联的角色为副总经理2和北京销售一部经理，张三拥有了这两个角色的权限。
传统角色的概念是组/类/岗位/职位/工种性质，一个角色能够对应多个用户。而本申请“角色”的概念相当于岗位号/工位号，也类同于影视剧中的角色：一个角色在同一时段（童年、少年、中年……）只能由一个演员来饰演，而一个演员可能会分饰多角。
在创建角色之后，可以在创建用户的过程中关联角色，也可以在用户创建完成后随时进行关联。用户关联角色后可以随时解除与角色的关联关系，也可以随时建立与其他角色的关联关系。
所述角色的构成为：岗位名+岗内编号。例如：车间生产工人1、车间生产工人2、车间生产工人3……角色是独立个体，相当于岗位号、工位号的概念，不同于传统权限管理体系中的角色，传统体系中角色的概念是岗位/职位/工种等的组/类性质。
以下举例员工张三进入某公司后，员工、用户与角色之间的关系为：1、新入职：员工新入职，直接为该用户（员工）选择相应的岗位号/工位号的角色进行关联即可，例：张三入职公司（公司为张三分配了一个张三用户），工作内容是在销售一部，负责北京区域冰箱产品的销售（对应的角色是销售一部下的“销售工程师5”这个角色），则张三用户直接选择“销售工程师5”这个角色关联即可。
2、增加职位：张三工作一段时间后，公司还安排张三负责北京区域电视产品的销售（对应的角色是销售一部下的“销售工程师8”这个角色）并兼任售后部主管（对应售后部主管1这个角色），则张三用户再增加关联销售一部下的“销售工程师8”和售后部下的“售后部主管1”这两个角色，此时，张三员工关联了三个角色，分别为销售一部下的“销售工程师5”、“销售工程师8”和售后部下的“售后部主管1”，张三用户则拥有了这三个角色的权限。
3、减少职位：又过了一段时间，公司决定让张三任职售后部经理（对应售后部下“售后部经理”这个角色），且不再兼任其他工作。则张三用户关联售后部下“售后部经理”这个角色，同时取消此前关联的三个角色（销售一部下的“销售工程师5”、“销售工程师8”和售后部下的“售后部主管1”），此时，张三用户只拥有售后部下“售后部经理”这个角色的权限。
4、角色权限的调整（针对角色本身所拥有的权限的调整）：如公司决定增加售后部经理的权限，则只需增加对售后部经理这个角色的授权即可，则张三用户因为售后部经理这个角色的权限增加了，张三用户的权限也增加了。
5、离职：一年后，张三离职了，则取消张三用户与售后部下“售后部经理”这个角色的关联即可。
举例：公司在动态的经营中，职员的入职、离职是经常持续发生的，但岗位号/工位号的变化非常少(甚至在一定时期内是没有变化的)。
传统授权方法：在系统功能点多的情况下，以传统的组/类性质的角色进行授权，不仅授权工作量大，繁杂，而且很容易出错，甚至出错了在短时间内都不容易发现，容易对系统使用方造成损失。
本申请授权方法：本申请是对岗位号/工位号性质的角色进行授权，用户关联角色而确定（获得）权限，则对用户权限的控制，通过简单的用户-角色的关联关系来实现，让权限控制变得简单、易操作，清晰明了，大幅度提高了授权效率和授权可靠性。
【实施例2】如图6所示，快捷功能设置方法，包括设置快捷新增表单入口步骤、设置快捷新增表单步骤、通过快捷新增表单入口显示快捷新增表单的步骤，其中设置快捷新增表单入口步骤和设置快捷新增表单步骤不分先后，具体如下：设置快捷新增表单入口步骤：设置快捷新增表单入口，用于显示和操作快捷新增表单；设置快捷新增表单步骤：P1：获取登录系统的当前用户当前关联的角色的所有具有新增权限的表单，每个所述角色是独立的个体，而非组/类，同一时段一个角色只能关联唯一的用户，而一个用户关联一个或多个角色；P2：用户根据需要从具有新增权限的表单中选取一个或者多个作为快捷新增表单（则该快捷新增表单被赋予给该用户或者是该用户当前关联的角色）；通过快捷新增表单入口显示快捷新增表单的步骤：L1：通过快捷新增表单入口显示步骤P2中选取的快捷新增表单；L2：根据需要选中步骤L1中任一快捷新增表单，显示该快捷新增表单对应的新增界面。
本申请提供了一种快捷功能设置方法，便于快速完成表单的新增，提高了办公效率；同一时段一个角色只能关联唯一的用户，用户新入职或调岗时只需将该用户关联新角色，即可通过快捷新增表单入口获得该角色对应的常用快捷新增表单（因为，快捷新增表单被赋予给了该角色），大幅度提高了系统使用中的表单新增操作效率。
在现有的管理模式中，作为中层以及高层管理者，需要查看或者处理各种各样、数量很多的表单。对于表单而言，其新增按钮通常存在于该表单对应的功能界面中，用户如果需要新增该表单，则必须先逐级找到该表单对应的功能界面，才能对该表单进行新增。例如：用户需要新建一个“客户表单”（即：新建一个客户），则需要逐级找到“CRM”、“客户”、“客户管理”，然后才能看到客户新增对应的操作功能。对于需要频繁操作新增表单的人员而言，如售后客服人员，每接听一个售后客服电话都需要新增一个售后请求单，每次都要逐级查找才能新增售后请求单，工作量大且繁琐。本申请通过设置快捷新增表单入口能够快速完成表单的新增，提高了表单新增管理效率，降低了表单新增操作的工作量。
【实施例3】如图7所示，快捷功能设置方法，包括以下步骤：W1：设置快捷新增表单入口：W2：通过快捷新增表单入口，显示登录系统的当前用户当前关联的角色的所有具有新增权限的表单，每个所述角色是独立的个体，而非组/类，同一时段一个角色只能关联唯一的用户，而一个用户关联一个或多个角色；W3：根据需要选中步骤W2中任一显示的表单，显示该表单对应的新增界面。
当用户失去某一表单的新增权限时，若该表单为该用户已选取的快捷新增表单，则该快捷新增表单不显示。表单与菜单类似，因此不再举例进行说明。
本申请提供了一种快捷功能设置方法，便于快速完成表单的新增，提高了办公效率；同一时段一个角色只能关联唯一的用户，用户新入职或调岗时只需将该用户关联新角色，即可通过快捷新增表单入口获得该关联角色对应的有新增权限的表单，大幅度提高了系统使用中的表单授权操作效率。
在现有的管理模式中，作为中层以及高层管理者，需要查看或者处理各种各样、数量很多的表单。
对于表单而言，其新增按钮通常存在于该表单对应的功能界面中，用户如果需要新增该表单，则必须先逐级（通过逐级菜单）找到该表单对应的功能界面，才能对该表单进行新增。例如：用户需要新建一个“客户表单”（即：新建一个客户），则需要逐级找到“CRM”、“客户”、“客户管理”，然后才能看到客户新增对应的操作功能。对于需要频繁操作新增表单的人员而言，如售后客服人员，每接听一个售后客服电话都需要新增一个售后请求单，每次都要逐级查找才能新增售后请求单，工作量大且繁琐。本申请通过设置快捷新增表单入口能够快速完成表单的新增，提高了表单新增管理效率，降低了表单新增操作的工作量。
以上所述仅是本发明的优选实施方式，应当理解本发明并非局限于本文所披露的形式，不应看作是对其他实施例的排除，而可用于各种其他组合、修改和环境，并能够在本文所述构想范围内，通过上述教导或相关领域的技术或知识进行改动。而本领域人员所进行的改动和变化不脱离本发明的精神和范围，则都应在本发明所附权利要求的保护范围内。

Claims (10)

  1. 快捷功能设置方法，其特征在于，包括设置快捷菜单入口步骤、设置快捷菜单步骤、通过快捷菜单入口显示快捷菜单的步骤，其中设置快捷菜单入口步骤和设置快捷菜单步骤不分先后，具体如下：
    设置快捷菜单入口步骤：设置快捷菜单入口，用于显示和操作快捷菜单；
    设置快捷菜单步骤：
    S1：获取登录系统的当前用户当前关联的角色的所有具有查看权限的菜单，每个所述角色是独立的个体，而非组/类，同一时段一个角色只能关联唯一的用户，而一个用户关联一个或多个角色；
    S2：用户根据需要从具有查看权限的菜单中选取一个或者多个作为快捷菜单；
    通过快捷菜单入口显示快捷菜单的步骤：
    K1：通过快捷菜单入口显示步骤S2中选取的快捷菜单；
    K2：根据需要选中步骤K1中任一快捷菜单，显示该快捷菜单对应的功能界面。
  2. 根据权利要求1所述的快捷功能设置方法，其特征在于：当用户失去某一菜单的查看权限时，若该菜单为该用户已选取的快捷菜单，则该快捷菜单不显示。
  3. 快捷功能设置方法，其特征在于：包括设置快捷新增表单入口步骤、设置快捷新增表单步骤、通过快捷新增表单入口显示快捷新增表单的步骤，其中设置快捷新增表单入口步骤和设置快捷新增表单步骤不分先后，具体如下：
    设置快捷新增表单入口步骤：设置快捷新增表单入口，用于显示和操作快捷新增表单；
    设置快捷新增表单步骤：
    P1：获取登录系统的当前用户当前关联的角色的所有具有新增权限的表单，每个所述角色是独立的个体，而非组/类，同一时段一个角色只能关联唯一的用户，而一个用户关联一个或多个角色；
    P2：用户根据需要从具有新增权限的表单中选取一个或者多个作为快捷新增表单；
    通过快捷新增表单入口显示快捷新增表单的步骤：
    L1：通过快捷新增表单入口显示步骤P2中选取的快捷新增表单；
    L2：根据需要选中步骤L1中任一快捷新增表单，显示该快捷新增表单对应的新增界面。
  4. 快捷功能设置方法，其特征在于：包括以下步骤：
    W1：设置快捷新增表单入口：
    W2：通过快捷新增表单入口，显示登录系统的当前用户当前关联的角色的所有具有新增权限的表单，每个所述角色是独立的个体，而非组/类，同一时段一个角色只能关联唯一的用户，而一个用户关联一个或多个角色；
    W3：根据需要选中步骤W2中任一显示的表单，显示该表单对应的新增界面。
  5. 根据权利要求4所述的快捷功能设置方法，其特征在于：所述的角色归属于部门，且该角色在该部门下唯一，根据角色的工作内容对角色进行授权。
  6. 根据权利要求5所述的快捷功能设置方法，其特征在于：还包括一个用户跨部门调岗管理步骤，具体包括：
    （1）取消用户与原部门内的角色的关联；
    （2）将用户与新部门内的角色进行关联。
  7. 根据权利要求4所述的快捷功能设置方法，其特征在于：所述的用户通过其与角色的关联确定权限。
  8. 根据权利要求4所述的快捷功能设置方法，其特征在于：所述角色的构成为：岗位名+岗内编号。
  9. 根据权利要求4所述的快捷功能设置方法，其特征在于：所述角色包括角色名和角色编号，所述角色名在角色创建时选择的部门下唯一，所述角色编号在系统中唯一。
  10. 根据权利要求4所述的快捷功能设置方法，其特征在于：当用户失去某一表单的新增权限时，若该表单为该用户已选取的快捷新增表单，则该快捷新增表单不显示。
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