JP2004030057A - Electronic approval system, electronic approval server, and method and program for electronic approval - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To individually establish the optimum approver for every slip in changing the approval route of a document for approval when personnel shuffling or reorganization is encountered. <P>SOLUTION: An electronic approval system has an electronic approval server and approves the document for approval through: registering the document for approval in the electronic approval server by the user terminal of an originator through a communication channel; accessing the electronic approval server by the user terminal of an approver. Where, slip route information is updated through: preparing the slip route information for managing the approval based on stuff information and basic route information in accordance with the registration of the document for approving by the user terminal of the originator; and deciding the optimum approver out of two or more approvers when the approver is reshuffled. <P>COPYRIGHT: (C)2004,JPO

Description

[0001]
TECHNICAL FIELD OF THE INVENTION
According to the present invention, in response to registration of a decision document from a drafter's user terminal via a communication line, an electronic decision server creates slip route information, confirms the change of the decider at the time of decision, and confirms the transfer of the next decider. The present invention relates to an electronic approval system, a server, a method, and a program for determining an optimal approver from two or more approvers and updating slip route information when a transfer is made.
[0002]
[Prior art]
Conventionally, companies and government offices, etc. prepare a decision document in a predetermined format when making a decision on a notification document, and proceed with paperwork after receiving the approval of the superior of the drafter or the department head related to the contents of the decision. I was
Such approval documents are generally circulated by hand to the approver, and are approved by a seal, so it takes time to process. The route had to be changed at any time, which was very complicated.
[0003]
On the other hand, in recent years, an electronic document circulation system as disclosed in JP-A-2002-51070 and JP-A-10-322383, which circulates an electronic document through a communication line using an information processing apparatus in recent years. Has been proposed.
According to these, it is possible to circulate electronic documents, but this does not take account of personnel changes or organizational changes.
[0004]
The electronic approval system proposed in Japanese Patent Application Laid-Open No. 2000-29963 considers the occurrence of personnel changes and the like, but specifically discloses a process for determining a deciding person after the change. Instead, it was considered that the decision was made by a successor after the transfer.
The approval system disclosed in Japanese Patent Application Laid-Open No. 2002-82836 also takes account of personnel changes, but automatically changes the approval route to a successor department.
[0005]
[Problems to be solved by the invention]
However, when a personnel change or organizational change occurs, it may not be appropriate to uniformly change the decision-maker of all decision documents to a successor.
In other words, depending on the type of slip and the content of the settlement matter, the predecessor before the transfer may have to make a decision, and may not have to be uniformly changed on the personnel transfer date.
In addition, it is preferable that a higher-ranking arbitrator be able to make a decision when the arbitrator in the middle of the arbitration process is unable to make an exclusion for reasons such as illness.
[0006]
The present invention has been made in view of the above circumstances, and the electronic approval server confirms the change of the decider at the time of the decision, and when there is a change of the next decider, an optimal decision is made from two or more deciders. The purpose of the present invention is to provide an electronic approval system, a server, a method, and a program for determining the appropriate approver and updating the slip route information.
[0007]
[Means for Solving the Problems]
In order to achieve the above object, an electronic approval system according to claim 1 of the present invention is characterized in that a drafter's user terminal registers a determination document in an electronic determination server via a communication line, and the authorizer's user terminal An electronic approval system that accesses an electronic approval server to make a decision on a decision document, and in accordance with registration of the decision document by a drafter's user terminal, forms route information for managing the decision, employee information and basic information. An electronic approval server is created based on the route information and, when there is a change in the authorizer, determines an optimal authorizer from two or more authorizers and updates the slip route information. .
[0008]
If the electronic approval system is configured as described above, it becomes possible to appropriately determine the authorizer in the event that the approval route is changed due to a personnel change, organization change, or the like.
That is, in the conventional electronic settlement system, the change of the decider due to a personnel change or the like is not considered, or even if it is considered, the changer after the transfer is unconditionally changed to the successor. However, according to the present invention, it is possible to appropriately determine the most appropriate decider for each slip.
Here, the slip means a decision document such as a decision document, and various types of documents that require a decision for each slip type are called slips.
[0009]
In the electronic approval system according to claim 2 of the present invention, the electronic approval server, when there is a change of a setter, performs the following settling by the user terminal of the setter before the setter to be transferred. The configuration information is transmitted to the user terminal of the previous authorizer and the chit route information is updated based on the selection information transmitted from the user terminal.
[0010]
If the electronic approval system is configured in this way, if there is a change in the authorizer, the previous authorizer will be the next authorizer candidate screen, and the next authorizer candidate screen will be displayed. The next authorizer can be selected using this user interface. For this reason, even if there is a personnel change or an organization change, the next approver can be easily selected for each slip type, and the approval can be processed without delay.
[0011]
According to a third aspect of the present invention, in the electronic decision making system, when the decision making party is changed, the electronic decision making server sets either the predecessor or the successor of the decision as the decision making party based on predetermined conditions. It is configured to determine and update the slip route information.
[0012]
If the electronic approval system is configured in this way, in the decision of the decider when there is a change in the decider, predetermined conditions are set for each slip type, and either the predecessor or the successor is set accordingly. Can be automatically determined as a decider.
As a result, it is possible to automatically determine the predecessor or successor as a settler, update the slip route information, and continue the settlement process for a slip with a standard fixed to the decision condition of the setter It becomes.
[0013]
The decision timing of the decider can be the timing of the decision by the lower-rank decider.
If a plurality of higher-ranking decision makers have been changed at the timing of this decision, it is possible to simultaneously change the plurality of higher-ranking decision makers with respect to the slip route information.
[0014]
The electronic approval system according to claim 4 of the present invention is arranged such that even if the user terminal of one of the authorizers in the voucher route information has not completed the approval by the lower authority of this one authorizer, It is possible to omit the decision made by the approver and to access the electronic approval server to make the decision.
[0015]
If the electronic approval system has such a configuration, for example, in the event that the arbitrator becomes unable to make a decision due to illness, etc., the next higher arbitrator will omit the arbitrator of the disease, The decision can be continued.
When the drafter registers the approval document, the slip route information is created. Based on this information, the authorizer can know that he is the authorizer, for example, on an electronic bulletin board or e-mail. it can.
Then, when the above-mentioned situation is notified of the lower-level arbitrator, the lower-level arbitrator can be omitted and oneself can make a decision.
[0016]
According to a fifth aspect of the present invention, there is provided the electronic approval system, wherein the electronic approval server determines that the approval made by the lower-level arbiter has been omitted, and the lower-level arbitrator of the one-side arbitrator has a further lower-level arbitrator. Is permitted only after a predetermined period of time has passed since the completion of the decision by the above.
[0017]
If there are no restrictions on the omission of the decider, for example, it is possible to omit the lower decider even though the upper decider has a lower decider. If such omission is performed intentionally or by mistake, the decision on the slip may be confused.
[0018]
For this reason, by adopting such a configuration of the electronic approval system, a higher-level arbiter can be assigned to a lower-level arbiter only when the lower-level arbitrator does not make a decision, for example, for one week. The decision can be omitted and the decision can be made.
This makes it possible to reduce the possibility that unnecessary confusion will occur in the decision making route.
[0019]
In the electronic approval system according to claim 6 of the present invention, when the approval article is circulated at the same time as the approval, the user terminal of the approver accesses the electronic approval server to make the approval and attaches it to the approval article. The received password is input and transmitted to the electronic approval server, and the electronic approval server authenticates the password, and then permits the approval.
[0020]
If the electronic approval system is configured as described above, when circulating the article to the approver and requesting confirmation of the article in addition to the electronic slip, the approver will pass the password attached to the article to the approver. , It is possible to make sure that the decision making by the decision maker is performed with reference to the article.
[0021]
An electronic settlement server according to claim 7 of the present invention receives registration of a settlement document from a user terminal of the drafter via a communication line, and receives registration of a decision on the settlement document by the user terminal of the decider. A registration unit for registering a decision document transmitted from the drafter's user terminal in a decision document storage file, and voucher route information for managing the decision on the registered decision document; A slip route information creating means for creating based on basic route information, a slip route information file storing the created slip route information, and a registration request for a decision on a decision document transmitted from a user terminal of a decision author. , A decision-making means for registering a decision, and a decision-maker based on employee information, basic route information and slip route information A means for confirming whether there has been a change, and a means for confirming whether there is a change, and in the case of a change in the decider, selecting the best decider from among two or more deciders and selecting the next decider to update the slip route information -It has a configuration having a determination means.
[0022]
If the electronic approval server is configured as described above, slip route information is created for the registration of the approval document by the drafter, and in the event that the authorizer changes, the transfer target in the slip route information is determined. Can be updated to the most appropriate author.
For this reason, when there is a personnel change or an organizational change, it is possible to easily perform the complicated change of the decision-maker, and it is possible to continue the decision-making without delay.
[0023]
In the electronic approval server according to claim 8 of the present invention, when the next arbitrator selection / decision means makes a decision using the user terminal of the previous arbitrator before the arbitrator to be transferred, the next arbiter selection information is selected. In addition, the information is transmitted to the user terminal of the immediately preceding approver, and the slip route information is updated based on the selection information transmitted from the user terminal.
[0024]
If the electronic approval server is configured as described above, in the event of a change in the authorizer, when updating the voucher route information, appropriate information is obtained from the authorizer's selection information created based on employee information, voucher route information, etc. It is possible to select a registrar and update it.
[0025]
In the electronic approval server according to the ninth aspect of the present invention, the next arbitrator selecting / determining means determines either the predecessor or the successor of the transfer as the relevant arbitrator based on predetermined conditions, Is updated.
[0026]
If the electronic approval server is configured as described above, when a change in the settler occurs, a slip with a fixed settler change standard is automatically assigned to the predecessor at a predetermined timing according to the conditions. Alternatively, the successor can be determined as the approver, and the slip route information can be updated.
[0027]
In the electronic settlement method according to claim 10 of the present invention, the user terminal of the drafter registers the settlement document in the electronic settlement server via the communication line, and the user terminal of the approver accesses the electronic settlement server by accessing the electronic settlement server. An electronic approval method for making a decision on a decision document, wherein the electronic decision server creates slip route information for managing the decision on the registered decision document based on the employee information and the basic route information, and When there is a change, the most appropriate arbiter is determined from two or more arbitrators, and the slip route information is updated.
[0028]
If the electronic approval method is set to such a method, when a change occurs in the decider in the decision route due to a transfer, for example, the previous decider is given the choice information of the next decider at the time of the decision. Is received from the electronic approval server, and the next approver can be selected.
[0029]
In addition, for a slip in which the decision criterion of the decider at the time of transfer is clear, the decider can be automatically determined based on the criterion.
Then, the electronic approval server rewrites the slip route information based on the selected or determined information, so that the approval process can be appropriately continued even if there is a change or the like.
[0030]
The electronic approval program according to the eleventh aspect of the present invention allows an electronic approval server to register an approval document transmitted from a user terminal of a drafter via a communication line and is transmitted from a user terminal of the authorizer. An electronic approval program for registering a decision on the basis of a request for registration of a decision document with respect to the approved decision document.The electronic decision server stores slip route information for managing the decision of the registered decision document on employee information. And, based on the basic route information, when there is a change of the authorizer, the most appropriate authorizer is determined from two or more authorizers, and the slip route information is updated.
[0031]
If the electronic approval program is configured as described above, the electronic approval server causes the electronic approval server to perform a transfer confirmation process (confirmation of the change of the approver) at the time of the approval process, and if there is a change of the approver, the appropriate approval is performed. For selecting or determining a person.
In other words, when the authorizer of the approval process is the one below the authorizer who has been transferred, for example, information for selecting an authorizer such as an authorizer selection screen is provided. By updating the slip route information based on the selection result of the decision maker, it is possible to appropriately set the decision route and continue the decision.
Further, depending on the slip, it is also possible to automatically determine the predecessor or the successor as the decider based on predetermined conditions and continue the decision.
[0032]
BEST MODE FOR CARRYING OUT THE INVENTION
Hereinafter, embodiments of the present invention will be described with reference to the drawings.
[First embodiment]
First, a first embodiment of the present invention will be described with reference to FIGS. FIG. 1 and FIG. 2 are block diagrams showing the configuration of the electronic approval system according to the first embodiment of the present invention. FIG. 3 is a block diagram illustrating a configuration of an electronic decision server in the electronic decision system of the present embodiment.
FIG. 4 is a diagram showing affiliation codes and post codes in the electronic approval system of the present embodiment, and FIG. 5 is a diagram showing the data structures of a basic route information file, an employee information file, and a slip route information file. .
[0033]
As shown in FIG. 1, the electronic approval system of the present embodiment includes a user terminal 10 (10-1a, 10-2a, 10-3a), an electronic approval server 20, and a personnel payroll system 30, and these are provided. LAN A is configured.
As shown in FIG. 2, the electronic approval server 20 in the LAN A can be accessed from another user terminal or a user terminal in another LAN via a communication line. A can be handled in the same manner as the user terminal 10 in A.
[0034]
In the figure, LAN A is connected to LAN B, LAN C, and user terminals 10-1d and 10-2d via a firewall 40a.
LAN B has a firewall 40b, user terminal 10-1b, and user terminal 10-2b, and LAN C has a firewall 40c, user terminal 10-1c, and user terminal 10-2c.
[0035]
The relationship between the electronic settlement server 20 and these user terminals is such that the user terminals in LAN A are connected by a closed communication line such as an in-house LAN, and the other user terminals are connected by a communication line such as the Internet. In that the connection is made via
The other points can be handled in the same manner, and therefore, in the present invention, all of the above user terminals will be described below as user terminals 10.
[0036]
The user terminal 10 is a terminal used by an employee of a company, a government office, or the like. When drafting a decision document by a drafter such as an employee, the user terminal 10 inputs the decision document and transmits it to the electronic decision server 20.
Further, when the user of the user terminal 10 is an approver, the user can access the electronic approval server 20 and refer to the approval document to register the approval.
Further, in the case of registration of a decision, if there is a change of the next arbitrator, selection information for deciding the next arbitrator is received from the electronic approval server 20 and the selection result is transmitted to the electronic approval server 20. Send.
[0037]
Further, it accesses the electronic approval server 20 and receives information for confirming the status of the approval.
As such a user terminal 10, a personal computer, a PDA, a mobile phone, or the like can be used.
[0038]
The electronic approval server 20 is an information processing device used by a provider of the electronic approval system, and may be a workstation or a server.
The electronic decision server 20 includes a communication unit 20-1, an authentication unit 20-2, a screen storage file 20-3, a registration unit 20-4, a decision document storage file 20-5, a slip route information creation unit 20-6, a slip It has a route information file 20-7, a decision means 20-8, a change presence / absence confirmation means 20-9, and a next decider selection / decision means 20-10.
[0039]
The communication unit 20-1 transmits and receives information between the electronic settlement server 20 and another information processing device, for example, the user terminal 10, the personnel payroll system 30, and the like.
The authentication unit 20-2 authenticates a drafter or a decision maker (hereinafter, these may be referred to as users) for access to the user terminal 10.
In this authentication, the user ID and password of the user may be registered in the electronic settlement server 20 or may be registered in another system such as the personnel payroll system 30 and accessed to execute the authentication. Alternatively, a conventionally known method can be used.
[0040]
The screen storage file 20-3 stores various screens to be provided to the user terminal 10 in the electronic settlement system of the present invention.
This screen can be, for example, an authentication screen, a drafting screen of a decision document, a decision screen, a next decision person selection screen, a decision confirmation screen, or the like.
[0041]
The registration means 20-4 registers the decision document transmitted from the user terminal of the drafter whose authentication has been completed in the decision document storage file 20-5, and passes the processing to the slip route information creation means 20-6.
The slip route information creating means 20-6 creates slip route information for the registered decision document based on the basic route information and the employee information received from the personnel payroll system 30.
[0042]
Next, creation of the slip route information will be described in detail.
First, FIG. 4A shows data of a belonging code file, and FIG. 4B shows data of a post code file. The affiliations and positions of employees in the following files are set based on these files.
Although not shown in FIG. 3, such various code data can be stored in the electronic approval server 20.
[0043]
FIG. 5A is a diagram illustrating an example of the data structure of the basic route information file.
The basic route information is information holding decision route information for each slip type, and although not shown in FIG. 3, can be stored in the electronic decision server 20. Alternatively, the electronic approval server 20 may have the information processing device hold the information and receive it in the slip route creation process.
[0044]
The basic route information includes a slip type, an authorizer 1 affiliation code, an authorizer 1 post code, an authorizer 2 affiliation code, an authorizer 2 post code, an authorizer 3 affiliation code, an authorizer 3 post code, and the like. .
The slip type represents the type of a slip, such as a request for approval. The approver affiliation code is information indicating the affiliation affiliation, and is set based on the affiliation code file of FIG.
Also, “999999” is set to indicate the section or department to which the drafter belongs.
[0045]
The decision-maker post code is information indicating the post of the decision-maker, and is set based on the post code file of FIG. 4B.
Any number of these authorizer affiliation codes and authorizer post codes can be held in the basic route information file.
[0046]
FIG. 5B is a diagram illustrating an example of the data structure of the employee information file.
This employee information is management information of the employee, and can be obtained from the personnel salary system 30 or the like. As shown in the figure, information such as an employee number, an affiliation code, a post code, a transfer date and a name is held.
[0047]
FIG. 5C is a diagram showing an example of the data structure of the slip route information file.
The slip route information is information for managing a decision. By holding a decision route and a decision date, it is possible to grasp the status of the decision.
[0048]
As shown in the figure, the slip route information file includes a slip number, a slip type, a drafter, a draft date, a determiner 1, a determiner 1, a determiner 2, a determiner 2, a determiner 3, a determiner 3, and the like. Have information.
The slip number identifies the record of the slip route information, and is a number assigned to each drafted proposal.
In the figure, although they are not allocated as serial numbers, they can be serial numbers.
Further, as with the basic route information file, arbitrary numbers can be held for the determiner affiliation code and the determiner post code.
[0049]
Next, the creation of the slip route information will be specifically described.
When the drafter of the employee number “10303” drafts the decision document of the slip type 13 on December 3, 2001, referring to the employee information in FIG. 5B and the affiliation code in FIG. You can see that the employee belongs to the first section of the sales department.
Also, referring to FIG. 5A, the affiliation code and post code of the first setter of the slip type 13 are “999999” and “07”, respectively, and the affiliation code and post code of the second setter are respectively “999999” and “05”, and the affiliation code and post code of the third authorizer are “001011” and “05”, respectively.
[0050]
Here, as described above, the affiliation code “999999” represents the affiliation section / section of the drafter, so the decision route of the slip type 13 is (1) the section manager to which the drafter belongs, and (2) the drafter. (3) General Manager of General Affairs Department.
For this reason, as shown in the first line of FIG. 5C, the employee number “10123” of the section manager of the first section of the sales department is set as the authorizer 1 in the slip route information.
Similarly, the employee number “10061” of the manager of the first section of the sales department is set to the approver 2, and the employee number “10047” of the manager of the general affairs section is set to the approver 3.
When a decision is made, the date is recorded on the date of decision for the decider. The second line in FIG. 5 (c) represents the slip route information for which the decision was made by the decider 3 in this manner.
[0051]
The slip route information file 20-7 stores the slip route information created by the slip route information creating means 20-6 as described above.
In response to the request from the user terminal of the authorizer, the approval means 20-8 acquires the screen information for the approval from the screen storage file 20-3 and transmits the screen information to the user terminal of the authorizer. In addition, based on the request of the user terminal of the approver, the approval document is acquired from the approval document storage file 20-5 and transmitted to the user terminal of the approver.
[0052]
Then, upon receiving information that a decision is to be made from the user terminal of the decider, the date of receipt is recorded on the settlement date corresponding to the decider in the slip route information file.
When registering such a decision, a process such as an electronic signature may be performed on the decision document.
When the decision is made, the decision means 20-8 passes the process to the change presence / absence confirmation means 20-9.
[0053]
When a decision is made based on a request from the user terminal of the approver, the change presence / absence confirming means 20-9 next confirms whether or not there has been a change in the approver with respect to the slip route information.
This change presence / absence confirmation processing will be described with reference to the record in the fourth line of the slip route information file in FIG.
[0054]
Since the slip type of this slip route information is 14, referring to FIG. 5A, the decision route is (1) the chief of the drafter, (2) the section chief of the drafter, and (3) He is the director of the General Affairs Department.
On the other hand, the authorizer 2 of the slip route information is “10146”, and it can be seen from the employee information file of FIG. 5B that the author belongs to a department different from the department to which the drafter belongs. In other words, the drafter belongs to the first section of the sales department, but the approver 2 is the section manager of the accounting section of the accounting department.
[0055]
Here, referring to the transfer date of the section manager of the first division of the sales department and the section manager of the accounting section of the accounting department, both dates are December 1, 2001, and since November 21, 2001, the draft date, , It can be seen that the predecessor has been set as the approver 2 in the slip route information.
[0056]
In this way, if the change presence / absence confirmation unit 20-9 detects a change in the slip route information for which the approval has been made, it passes the process to the next authorizer selection / decision unit 20-10.
The details of the processing procedure by the change presence / absence confirmation means 20-9 may be any procedure as long as the above-mentioned change can be confirmed.
[0057]
The next decision-maker selection / decision means 20-10 selects or decides the decision-maker who will make the decision when the change presence / absence confirmation means 20-9 confirms that the decision-maker in the slip route information has been changed. It is a means to do.
As a method of selecting the next approver, for example, a method of transmitting a screen displaying the predecessor and successor in the transfer to the user terminal of the approver who made the approval and receiving the selection input by the approver Can be mentioned.
[0058]
When the selection result information is transmitted from the user terminal of the arbitrator, the next arbitrator selection / determination means 20-10 updates the selected information in the slip route information file 20-7.
Although not shown, it is preferable to provide a selection flag for each of the finalists in the slip route information file 20-7 in order to identify that the next finalist has been selected.
[0059]
At this time, if the predecessor has been selected, the updater is not updated, but the selection flag is updated with a flag indicating that it has been selected.
Further, in this manner, in the change presence / absence confirmation, for a change once selected, by referring to the selection flag, it is possible to prevent the occurrence of a redundant selection process.
[0060]
In addition, such a selection flag can be used in the same manner for the automatic determination of the next author.
A screen can be created to update the contents of the slip route information file in case of multiple transfers to the same approver, and can be used by the administrator of the electronic approval system and the approver Is also preferable.
[0061]
The personnel salary system 30 is a system for managing employee information and salary information, and is a source of the employee information file of the present invention.
In the present embodiment, the source of the employee information file is the personnel payroll system 30, but the present invention is not limited to this as long as the employee information can be obtained.
[0062]
The firewalls 40 (40a to 40d) mediate a connection between each LAN and an external LAN or an information processing device, and have a security management function in the LAN.
As the communication line 50, a conventionally known arbitrary suitable public line, commercial line or dedicated line can be used. Further, the same or separate communication lines can be configured between each LAN and each information processing device.
Further, the communication line 50 is a line that can connect each of the LANs A to C, the user terminal 10-1d, and the user terminal 10-2d by wireless or wire. For example, a public line network, a dedicated line network, It can be configured by an Internet circuit network and an intranet network.
[0063]
Next, a processing procedure in the electronic approval system according to the first embodiment will be described with reference to FIGS.
FIG. 6 is a flowchart showing a processing procedure in the electronic approval system of the present embodiment. 7 shows an authentication screen in the system, FIG. 8 shows a drafting screen, FIG. 9 shows a decision screen, FIG. 10 shows a next decider selection screen, and FIG. 11 shows a decision confirmation screen, respectively. FIG.
[0064]
When the drafter accesses the electronic approval server 20 with the user terminal 10 and drafts it, the drafter logs in using an authentication screen as shown in FIG.
The electronic approval server 20 performs authentication based on the login information transmitted from the drafter's user terminal 10, and transmits a draft screen as shown in FIG. 8 when the user terminal 10 requests drafting processing. (Step 10).
[0065]
The drafter uses the draft screen to set a reference destination of the decision document, and registers this in the electronic decision server 20 from the user terminal 10 (step 11).
At this time, the registration means 20-4 of the electronic approval server 20 can notify the arbitrator of the fact that the draft has been made by registering it on an electronic bulletin board or by contacting the electronic mail. Thus, the decision maker can know the order in which the decision should be made.
[0066]
Next, the electronic approval server 20 creates slip route information for the registered approval document (step 12).
Then, the created slip route information is registered in the slip route information file 20-7 (step 13).
In this way, the process for the drafter is completed, but the process for the slip route information is performed until the final decision by the final decider is completed (step 14).
[0067]
Next, the approver accesses the electronic approval server 20 using the user terminal 10 of the approver to make a decision. Also in this case, as in the case of the drafter, the authorizer is authenticated, and an approval screen as shown in FIG. 9 is transmitted to the user terminal 10 in response to the request of the authorizer.
[0068]
The decision maker, for example, refers to the displayed decision document by pressing down the slip number, and then presses the decision button to make a decision on the decision document (step 15).
As a result, the approval date is recorded in the corresponding slip route information in the slip route information file 20-7 as described above.
[0069]
At this time, the decision means 20-8 of the electronic decision server 20 informs the drafter and other decision makers by registering in the electronic bulletin board or notifying by e-mail that the decision has been made. Can be.
This allows the decision maker to know his or her order of decision, and when the lower decision maker is notified that the decision cannot be made due to illness or other circumstances, the lower decision maker is omitted. , Can make a decision.
[0070]
Next, the electronic approval server 20 confirms whether there has been a change in the authorizer such as a personnel change as described above (step 16).
If there is a change (step 17), the next approver is selected (step 18), and the changed slip route information is recorded in the slip route information file 20-7.
[0071]
At this time, the decision maker can select the next decision maker by using the next decision maker selection screen as shown in FIG. The information to be displayed on this screen can be created by the next authorizer selection / decision means 20-10 based on the employee information file in FIG. 5B, the slip route information file in FIG. 5C, and the like. .
If the deciding person is not the final deciding person, the decision by the next deciding person is repeated according to the voucher route information, and if the deciding person is the final deciding person, the processing on the voucher route information is completed. .
[0072]
Further, in the case where such a series of decisions are being made, if the drafter or the decider wants to confirm the decision status, by displaying a decision confirmation screen as shown in FIG. Confirmation can be made possible.
Such a screen can be created based on the information in the slip route information file 20-7 by, for example, the registration unit 20-4 or the decision unit 20-8.
[0073]
By changing the processing procedure in the electronic approval system to such a procedure, when there is a change in personnel or organizational change, when the change of the authorizer is made, the individual individual invoices are individually changed. It is possible to make an appropriate and easy change by the previous decider.
[0074]
[Second embodiment]
Next, a second embodiment of the present invention will be described with reference to FIG. FIG. 11 is a flowchart showing a processing procedure in the electronic approval system according to the second embodiment of the present invention.
[0075]
The electronic approval system of the present embodiment is different from the first embodiment in that the electronic approval server 20 automatically determines the next approval person based on a predetermined criterion when there is a change in the approval person.
That is, the flowchart of FIG. 12 is the same as the flowchart of FIG.
[0076]
In step 38, the decision of the next approver is made, for example, based on the following criteria.
(1) For each slip type, the predecessor or successor makes a decision. (2) The predecessor shall make a decision on the slip from the transfer to one month, and the successor shall make a decision on the slip which has passed one month or more.
[0077]
Also, by combining these, it is also possible to make a determination as in (2) for each slip type, and the due date can be set to an arbitrary period.
A table in which such criteria are set for each slip type is provided to the electronic approval server 20, and when the next authorizer selection / determination means 20-10 determines the next authorizer, the next authorizer is determined with reference to this table. Then, it can be updated to the slip route information file 20-7.
Furthermore, for a specific slip type, a third party that is neither the predecessor nor the successor, for example, the president, may be set as the approver.
[0078]
If the processing procedure in the electronic approval system is such a procedure, if the decision criterion of the decider in the event of a change is fixed, the next decider is automatically determined based on this information. can do.
In addition, it is also preferable that an automatic decision is made by the next arbitrator only for such a fixed decision criterion, and that the other types of slips can be selected.
[0079]
[Third embodiment]
Next, a third embodiment of the present invention will be described with reference to FIG. FIG. 13 is a flowchart showing a processing procedure in the electronic approval system of the present embodiment.
The electronic approval system according to the present embodiment differs from the first embodiment in that a higher-level arbiter sets a period limitation when omitting a lower-level arbitrator. Other points are the same as in the first embodiment.
[0080]
That is, the flowchart of FIG. 13 is obtained by adding the processing of step 55 before step 15 in the flowchart of FIG.
In step 55, in response to the request for approval of the predetermined slip route information from the user terminal 10 of the authorizer, the electronic approval server 20 performs the approval by the one before the author in the slip route information. If not, it refers to the date of the final decision by the previous decider.
[0081]
Then, if a predetermined period, for example, one week has not elapsed from this date, the decision request of the decider is disapproved, and a message of disapproval is transmitted to the user terminal of the decider, and more than one week has elapsed. In such a case, it is possible to permit the approval and transmit the approval screen to the user terminal of the approver in response to a request from the user terminal.
[0082]
If the processing procedure in the electronic approval system is set to such a procedure, it is possible to prevent a higher-level arbiter from erroneously overtaking a lower-level arbitrator and making a decision. Period can be secured.
[0083]
[Fourth embodiment]
Next, a fourth embodiment of the present invention will be described with reference to FIG. FIG. 14 is a flowchart showing a processing procedure in the electronic approval system of the present embodiment.
The electronic approval system of the present embodiment differs from the first embodiment in that the object of the approval is an article. Other points are the same as in the first embodiment.
[0084]
In the present embodiment, it is assumed that the drafter circulates the sanctioned article to the arbitrator, and registers in the electronic approval server 20 a decision document which is an explanation of the approved article.
When circulating such an approved item, the author must determine the password for the approved item and attach it to the approved item because the author must refer to the item and make a conclusion. It is preferable that the password be registered at the time of drafting.
[0085]
In this case, it is preferable to provide a password input field on the draft screen of FIG. 8 and register the password in the electronic approval server 20 at the time of drafting.
When making a decision, the decision maker can provide a password entry field for a decision item on the decision screen of FIG. 9 and enable decision making only when password authentication is successful (step 75) (step 76). ).
Other steps are the same as those in the first embodiment.
[0086]
If the processing procedure in the electronic approval system is set to such a procedure, it is possible to appropriately select and determine the next approver according to the present invention even when there is an article to be approved.
In the present embodiment, the case where there is a decision document other than the decision product is described, but the same processing can be performed even when the decision target is only the decision product.
[0087]
Furthermore, it is also possible to appropriately combine the above embodiments. For example, for a decision made by the above-mentioned approver on a product that is included in the subject of approval, a process of confirming the approval period for the lower-level approver and automatically determining the next approver are performed. It is also possible.
[0088]
The creation of the slip route information and the determination of the next approver in the above embodiment are executed by an electronic approval program.
The electronic approval program sends a command to each component of the computer to perform a predetermined process, for example, a process of creating slip route information, a process of determining a next authorizer, and the like.
As a result, these processes are realized by the electronic approval server 20 or the like in which the electronic approval program and the computer cooperate.
[0089]
The electronic decision program can be stored in a computer-readable recording medium, such as an external storage device and a portable recording medium, in addition to being stored in the ROM or the hard disk of the computer.
The external storage device refers to a storage expansion device having a built-in recording medium such as a magnetic disk and externally connected to, for example, the electronic settlement server 20 or the like. On the other hand, a portable recording medium is a recording medium that can be mounted on a recording medium drive (drive device) and is portable, and includes, for example, a CD-ROM, a flexible disk, a memory card, and a magneto-optical disk. .
[0090]
Then, the program recorded on the recording medium is loaded into the RAM of the computer and executed by the CPU. By this execution, the function of the electronic settlement server 20 of the present embodiment described above is realized.
Further, when the electronic decision program is loaded by a computer, the electronic decision program held by another computer can be downloaded to its own RAM or external storage device using a communication line.
[0091]
The downloaded electronic approval program is also executed by the CPU, and implements the processing for creating the slip route information of the present embodiment, the processing for determining the next approver, and the like.
Note that the present invention is not limited to the above-described embodiment. By doing so, the design can be changed as appropriate, for example, by giving a wider choice to the decision-maker.
[0092]
【The invention's effect】
As described above, according to the present invention, in the case of a personnel change or organizational change, etc., when making a change of the authorizer, individually for each voucher, one before the authorizer who made the change The changer can make appropriate and easy changes.
Further, if the decision criterion of the next arbitrator in the case of a change or the like is fixed, the next arbitrator can be automatically determined based on this information.
Furthermore, even if a decision-maker in the middle of the decision-making route cannot make a decision, a higher-ranking decision-maker can make a decision, and by setting a time limit for omitting the lower-ranking decision-maker, this omission can be achieved. Can be minimized.
[0093]
Also, the electronic approval program can realize a function of creating the slip route information and a function of determining the next approver by sending a predetermined command to each component of the computer.
Accordingly, these functions and the like can be realized by an electronic approval server in which the electronic approval program and the computer cooperate.
[Brief description of the drawings]
FIG. 1 is a block diagram illustrating a configuration of an electronic approval system according to a first embodiment of the present invention.
FIG. 2 is a block diagram illustrating a configuration of an electronic approval system according to the first embodiment of the present invention.
FIG. 3 is a block diagram showing a configuration of a decision making server in the electronic decision making system of the first embodiment of the present invention.
FIG. 4 is a diagram showing an affiliation code and a post code in the electronic settlement system according to the first embodiment of the present invention.
FIG. 5 is a diagram showing the data structures of a basic route information file, an employee information file, and a slip route information file in the electronic settlement system according to the first embodiment of the present invention.
FIG. 6 is a flowchart showing a processing procedure in the electronic approval system of the first embodiment of the present invention.
FIG. 7 is a diagram illustrating an authentication screen in the electronic approval system according to the first embodiment of the present invention.
FIG. 8 is a diagram showing a draft screen in the electronic settlement system of the first embodiment of the present invention.
FIG. 9 is a diagram showing a decision screen in the electronic decision system of the first embodiment of the present invention.
FIG. 10 is a diagram showing a next authorizer selection screen in the electronic approval system of the first embodiment of the present invention.
FIG. 11 is a view showing a decision confirmation screen in the electronic decision system of the first embodiment of the present invention.
FIG. 12 is a flowchart showing a processing procedure in the electronic approval system of the second embodiment of the present invention.
FIG. 13 is a flowchart showing a processing procedure in the electronic approval system according to the third embodiment of the present invention.
FIG. 14 is a flowchart showing a processing procedure in the electronic approval system according to the fourth embodiment of the present invention.
[Explanation of symbols]
A, B, C LAN
10 (10-1a, 10-2a, 10-3a, 10-1b, 10-2b, 10-1c, 10-2c, 10-1d, 10-2d) User terminal
20 Electronic settlement server
20-1 Communication means
20-2 Authentication means
20-3 Screen storage file
20-4 Registration means
20-5 File of decision documents
20-6 Form Route Information Creation Means
20-7 Slip route information file
20-8 Means of decision
20-9 Change Confirmation Method
20-10 Next Authorizer Selection / Determination Method
30 HR system
40 (40a-40c) Firewall
50 communication lines

Claims (11)

Via a communication line, the user terminal of the drafter registers a decision document in the electronic decision server, and the user terminal of the decider accesses the electronic decision server to execute the decision of the decision document in the electronic decision system. So,
In response to the registration of the approval document by the user terminal of the drafter, create the slip route information for managing the approval based on the employee information and the basic route information, and, if there is a change in the author, An electronic approval system, comprising: the electronic approval server that determines an optimal authorizer from among two or more authorizers and updates the slip route information. The electronic approval server,
In the case where there is a change of the decider, upon the decision by the user terminal of the previous decider of the decider to be transferred, the selection information of the next decider is changed to the user terminal of the previous decider. 2. The electronic approval system according to claim 1, wherein said slip route information is updated based on the selection information transmitted from said user terminal. The electronic approval server,
When there is a change in the setter, one of a predecessor or a successor of the transfer is determined as the setter based on predetermined conditions, and the slip route information is updated. Item 7. The electronic approval system according to Item 1. The user terminal of one approver in the slip route information,
The method according to claim 1, wherein even if a decision is made by a lower-level arbiter of said one arbitrator, said lower-level arbitrator can omit the decision and access said electronic settlement server to make a decision. An electronic approval system according to any one of claims 1 to 3. The electronic approval server,
Permitting a decision omitting a decision by the lower-level decider only after a predetermined period of time has elapsed since the decision by the lower-level decider of the one determiner was completed by the lower-level decider The electronic approval system according to claim 4, wherein In the above-mentioned decision, if articles of the decision are circulated together,
When the user terminal of the approver accesses the electronic approval server and makes a decision, input a password attached to the approved article and transmit it to the electronic approval server,
The electronic approval system according to any one of claims 1 to 5, wherein the electronic approval server permits approval after password authentication. Via a communication line, from the drafter's user terminal, to receive the registration of the decision document, the electronic decision server to receive the registration of the decision on the decision document by the user terminal of the decider,
Registration means for registering the decision document transmitted from the drafter's user terminal in a decision document storage file;
Slip route information creating means for creating slip route information for managing a decision on the registered decision document based on employee information and basic route information,
A slip route information file storing the created slip route information,
A decision-making means for registering a decision on a decision-making request for the decision-making document transmitted from the user terminal of the decision-maker,
A change presence / absence confirmation unit for performing the registration of the decision, and confirming whether or not the decision-maker has been transferred based on the employee information, the basic route information, and the slip route information;
An electronic device comprising: a next arbiter selecting / determining means for determining an optimum arbitrator from among two or more arbitrators and updating the slip route information when the arbitrator has been changed. Decision server. The next arbiter selection / decision means,
Upon making a decision by the user terminal of the previous arbitrator of the transferor, the selection information of the next arbiter is transmitted to the user terminal of the previous arbitrator, and transmitted from this user terminal. 8. The electronic approval server according to claim 7, wherein said slip route information is updated based on the received selection information. The next arbiter selection / decision means,
8. The electronic approval server according to claim 7, wherein one of a predecessor and a successor of the transfer is determined as the approver based on a predetermined condition, and the slip route information is updated. Via a communication line, a drafter's user terminal registers a decision document in an electronic decision server, and the authorizer's user terminal accesses the electronic decision server to make an decision on the decision document by an electronic decision method. So,
The electronic approval server,
Create slip route information for managing the decision of the registered decision document based on employee information and basic route information,
An electronic approval method, wherein, when there is a change in a setter, an optimum setter is determined from two or more setters, and the slip route information is updated. Via the communication line, the electronic approval server registers the approval document transmitted from the user terminal of the drafter, and based on the registration request for the approval of the approval document transmitted from the user terminal of the author. , An electronic approval program for registering the approval,
In the electronic approval server,
Slip route information for managing the decision of the registered decision document is created based on employee information and basic route information,
An electronic approval program for executing an update of the slip route information by determining an optimum one from among two or more determiners when there is a change in the determiner.

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