Method for seeking reference for approval tasks by approvers

A technology of approvers and tasks, which is applied in the direction of instruments, electronic digital data processing, computer security devices, etc., can solve the problem of inconvenient management, failure to provide the function of consulting opinions, failure to approve tasks and reference consultation, and failure to consult task management. Form effective records and other issues to achieve the effect of easy management, small workload and simple operation

Active Publication Date: 2018-12-28
CHENGDU QIANNIUCAO INFORMATION TECH CO LTD
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

The traditional management system does not provide the function of seeking opinions. If the approver needs to seek opinions, they can only use face-to-face oral consultation or telephone or instant messaging consultation. Consulting tasks are managed in the system in the form of tasks, and effective records cannot be formed in the system, which is inconvenient for management

Method used

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  • Method for seeking reference for approval tasks by approvers
  • Method for seeking reference for approval tasks by approvers
  • Method for seeking reference for approval tasks by approvers

Examples

Experimental program
Comparison scheme
Effect test

Embodiment 1

[0043] [Embodiment 1] In this embodiment, the inquired are users or employees, one user corresponds to one employee, and one employee corresponds to one user.

[0044] The person to be consulted is the user or employee designated by the approver. The approver can designate a trusted person or a person who he thinks can provide him with effective reference opinions for consultation. The operation is simple, easy to use, and meets the needs of regular use.

[0045] For example: when Zhang San approves an office furniture purchase contract, Zhang San knows that Li Si and Wang Wu have both worked in furniture sales, Zhang San can designate Li Si and Wang Wu to initiate opinions on the office furniture purchase contract consult.

Embodiment 2

[0046] [Example 2] In this example, the person being consulted is an independent individual character, such as Figure 5 As shown, an independent individual role is different from a group / class role. An independent individual role can only be associated with a unique user at the same time, while a user is associated with one or more independent individual roles, and the user obtains its associated independent individual properties Role permissions; one user corresponds to one employee, one employee corresponds to one user, and the employee obtains the permissions of the independent individual role associated with the corresponding user.

[0047] The consultee is an independent individual role designated by the approver, and the employee corresponding to the user currently associated with the role provides approval opinions to the approver.

[0048] For example: when the general manager approves a sales contract, the general manager can seek advice from the role of "Production ...

Embodiment 3

[0079] [Embodiment 3] In this embodiment, the method for the approver to solicit reference opinions for the approval task also includes a step for the approver to set the viewing authority of the consultee, and the approver sets the corresponding form of the consultee for the approval task. The viewing permission of the form field / field value; the setting range of the viewing permission is within the viewing permission range of the approver for the form field / field value of the form corresponding to the approval task.

[0080] The approver can set the permission of the inquired to view the form fields / field values ​​of the form corresponding to the approval task within the scope of their authority, and can specifically set the form fields / field values ​​​​that each inquired can see, so that the inquired It can see the form fields / field values ​​related to its reference opinions, hide sensitive information that is not related to its reference opinions, and realize the refined ma...

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PUM

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Abstract

The invention discloses a method for seeking reference for approval tasks by approvers, which comprises the following steps: the examining and approving persons obtain examining and approving tasks inthe examining and approving process; the approver initiates a request for reference to one or more of the persons consulted for the approval task. The interviewee is an independent individual character role, and only one user can be associated with an independent individual character role at the same time, and one user can be associated with one or more independent individual character roles. Theapprover of the invention initiates a reference opinion inquiry request through the management system, and the reference opinion can assist the approver to make a more scientific and correct examination and approval result, and can form an effective inquiry record in the system. The consultant adopts the independent individual character role, and the employee can realize seamless butt joint whenhe leaves his post or transfers his post, and there will be no delay or omission in the handover of the consulted task, so as to ensure that the consultant gives reference opinions in time, and avoidthe leakage of company secrets and the confusion of management.

Description

technical field [0001] The invention relates to a management method for approval tasks in management systems such as ERP and CRM, in particular to a method for an approver to solicit reference opinions for the approval tasks. Background technique [0002] In the process of enterprise operation, there are many approval processes. The approver in the approval node needs to give the approval result for the approval task. However, the approver often needs to seek the opinions of others as a reference in order to give a more scientific and correct approval result. The traditional management system does not provide the function of seeking opinions. If the approver needs to seek opinions, they can only use face-to-face oral consultation or telephone or instant messaging consultation. Consultation tasks are managed in the system in the form of tasks, and effective records cannot be formed in the system, which is inconvenient for management. Contents of the invention [0003] The ...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q10/10
CPCG06F21/6218G06Q10/103
Inventor 陈达志
Owner CHENGDU QIANNIUCAO INFORMATION TECH CO LTD
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