Organization examination management system and method based on multi-level audit and online and offline collaborative review
By establishing an organizational performance evaluation management system based on multi-level review and online-offline collaborative assessment, the problems of fragmented processes, inconsistent standards, and low efficiency in traditional performance evaluation systems have been solved. This system achieves full-process digital integration and transparency, thereby improving the review efficiency of complex organizations and the authority of the performance evaluation system.
Patent Information
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- INSPUR SOFTWARE CO LTD
- Filing Date
- 2026-01-26
- Publication Date
- 2026-06-09
AI Technical Summary
Existing organizational assessment systems suffer from fragmented processes, inconsistent standards, low efficiency, and insufficient transparency. In particular, they struggle to achieve data consistency in multi-level reviews, suffer from chaotic version management, and have an uncontrollable overall process. Online and offline review results are difficult to integrate, leading to high coordination costs, high risk of errors, and a rigid final decision-making mechanism that lacks management flexibility.
The organization's performance evaluation management system adopts a multi-level review and online-offline collaborative review approach. It includes a template configuration module, a task management module, an application and intelligent assessment routing module, a review interface module, and a review decision and release module. Through a workflow engine, it realizes automatic material routing and conclusion entry, supports online-offline collaborative review, and provides self-evaluation rules and batch decision-making functions.
It has achieved a digital closed loop for the entire assessment process, improved the efficiency of review and decision-making, ensured data transparency and traceability, supported complex multi-level review scenarios, enhanced the authority and strategic synergy of the assessment system, and reduced the cost of customized development and deployment cycle.
Smart Images

Figure CN122175423A_ABST
Abstract
Description
Technical Field
[0001] This invention relates to the interdisciplinary field of computer information technology and organizational management science, specifically to an organizational performance evaluation management system and method based on multi-level review and online-offline collaborative evaluation. Background Technology
[0002] In current organizational management practices, performance evaluation of subordinate entities is a routine and crucial task. However, existing technological solutions largely rely on a combination of traditional office software and manual processes, which has many inherent shortcomings and fails to meet the urgent needs of modern organizations for efficient, fair, and traceable performance evaluations, as follows: ① The problems of process fragmentation and information silos are prominent: The current assessment process is usually broken down into multiple isolated steps. Tasks may be assigned through official document systems, materials may be collected through email or instant messaging tools, review opinions may be recorded in paper forms or scattered electronic documents, and expert reviews may be conducted in offline meetings. This multi-channel and multi-format operating mode inevitably creates serious information silos, leading to difficulties in maintaining data consistency, chaotic version management, and uncontrollable overall progress, which greatly increases coordination costs and the risk of errors.
[0003] ② Lack of Standardization and Normative Guarantee Mechanisms: There is a lack of a unified digital template management system. The material lists, filling formats, and evaluation criteria for each assessment are often provisionally stipulated through written descriptions, relying on the interpreter's understanding and exhibiting significant arbitrariness. This directly leads to vastly different application materials and difficulty in unifying review standards. This not only significantly increases the workload of review and assessment but also makes assessment results incomparable across different batches and individuals, undermining the seriousness and fairness of the assessment.
[0004] ③ Low Transparency and Efficiency of Multi-Level Review Processes: In organizations with a pyramid-shaped hierarchical structure, reviews must proceed from the bottom up. Under current methods, the assignment, expediting, and redirection of review tasks all rely on manual operation, making real-time progress visibility impossible and easily leading to delays, omissions, or even forgetfulness. The recording and transmission of review comments are non-standardized, historical tracing is extremely difficult, responsibilities are vaguely defined, and process optimization lacks data support.
[0005] ④ Severe disconnect between the review process and the digital system: For review processes that require in-depth discussions, deliberations, and independent judgments by experts based on their professional experience, simple online scoring sheets cannot meet the demands of seriousness and complexity. Therefore, in-person review meetings remain the mainstream approach. However, this creates a data gap at the "last mile": valuable review conclusions, expert opinions, and voting results are trapped offline, requiring significant manpower for subsequent organization, transcription, and secondary entry into the system. This process is not only inefficient but also introduces the risk of human transcription errors, compromising the integrity and authenticity of data from generation to archiving, and significantly diminishing the credibility and audit value of the entire system.
[0006] ⑤ Rigid final decision-making mechanism and lack of management flexibility: Most electronic assessment systems are designed with a simple concept, usually taking the sum of scores or simple majority opinions as the final conclusion, which is automatically generated and published by the system. This mechanism completely excludes the possibility of the top decision-making level making compliance adjustments based on management art such as macro-planning, policy inclination, and special circumstances, making the system unable to serve more complex strategic management goals, and appearing rigid and lacking authority. Summary of the Invention
[0007] The technical objective of this invention is to provide an organizational performance evaluation management system and method based on multi-level review and online-offline collaborative evaluation, in order to solve the problems of discrete processes, inconsistent standards, low efficiency and insufficient transparency in traditional organizational performance evaluation.
[0008] The technical objective of this invention is achieved as follows: an organizational performance evaluation and management system based on multi-level review and online / offline collaborative assessment, comprising: The template configuration module is used by administrators to create and define assessment templates that contain multi-level material item structures; The task management module is used to create assessment tasks based on assessment templates and configure the scope of participation and time schedule of the tasks. The application and intelligent assessment routing module is used to provide an application interface to the assessment subjects and automatically route the application materials according to the preset organizational hierarchy to achieve step-by-step review; The review interface module is used to support offline reviews and provide an online interface for authorized users to enter review conclusions; The review decision and release module is used to present the review conclusions to the top-level administrators and provide batch confirmation and manual adjustment functions, and finally release the assessment results.
[0009] As a preferred option, the assessment template includes a set of basic information fields, multi-level dynamic material items, and a self-assessment rule engine. The basic information field set is used to define the fixed information collected, including the unit name, person in charge, and contact number, and to set the data type and whether the basic information fields are required.
[0010] Multi-level dynamic material items are used to support the creation of tree-structured material lists, defining major material categories and sub-categories, and setting titles, descriptions, file format requirements (such as .pdf, .docx, .jpg), quantity limits, and whether to associate with self-evaluation for each item; The self-assessment rule engine is used to set scoring rules for material items or the whole that need to be self-assessed, such as the score range (0-100), the grade standard (excellent, good, average, poor) and its corresponding description.
[0011] As a preferred approach, the task management module instantiates the static assessment template into a specific assessment task, as follows: Task instantiation: Generate a copy of the task based on the selected template and configure task-specific parameters; among which, task attribute parameters include assessment year or cycle, task name and detailed description; Precisely defined scope of participation: By integrating an organizational structure database, it supports the precise targeting of the assessment subjects by organizational structure tree, job role, or specific tag group; Global timeline management: Set key time nodes for the overall task process and provide automatic reminders and expediting functions; among them, key time nodes include the application start and / or deadline, the preset processing time limit for each level of review, the expert review period, and the review and result release date.
[0012] As a preferred option, the application and intelligent review routing module includes: The object-oriented application interface submodule is used to present a list of tasks to be done and their corresponding customized application forms to eligible assessment subjects. The material submission and temporary storage submodule is used to support the assessment subjects to fill in the materials, upload attachments and temporarily store them in multiple times, and the logic is locked after the final submission. Rule-based multi-level routing is used by the built-in workflow engine to automatically push submitted application materials to the to-do list of the first-level review node according to the pre-set review path rules that are fully mapped to the organization's administrative hierarchy. The status-driven and process control submodule is used to automatically transfer materials to the next level or return them to the next level or even the applicant based on the operation result of the previous review node ("passed" or "returned" with reasons). The entire process status is visible and traceable.
[0013] As a preferred option, the review interface module includes: The offline review support kit provides standardized data packaging and export functions. It packages the application materials that have passed the final review (including all attachments) in batches according to predetermined rules and generates encrypted compressed files for download, ensuring that the materials required for offline review are complete and secure. The online conclusion entry interface provides a dedicated online operating interface for the secretary or authorized representative of the review expert group. It allows the final conclusions generated from the offline review (such as qualitative grades "excellent, qualified, unqualified" or quantitative scores), expert group opinions, and individual expert remarks to be backfilled into the system database in batches and accurately, thus completing the online archiving of review results.
[0014] More preferably, the workflow engine is used to drive the application materials to automatically flow up or down the predefined organizational hierarchy path based on the results of the review operation.
[0015] As a preferred option, the review decision and release module includes: The Results Summary Presentation submodule is used to clearly display the expert review results of all assessment subjects in the form of lists, dashboards, etc. The batch decision-making submodule provides a quick function to "agree with all" expert conclusions with one click, greatly improving efficiency. The Authorization Intervention and Audit submodule allows administrators to manually adjust the conclusions of specific objects (such as upgrading "qualified" to "excellent" or vice versa). It mandates the recording of detailed reasons for the adjustment and stores the corresponding operation, along with the original data, the adjusted data, the operator, the operation time, and the reason, in an immutable audit log. The Conclusion Release and Notification submodule is used to officially release the final assessment results with one click after the final review and approval, and automatically notify all relevant assessment subjects via in-site messages or emails, and generate an announcement.
[0016] An organizational performance evaluation management method based on multi-level review and online-offline collaborative review is characterized by being based on the aforementioned organizational performance evaluation management system based on multi-level review and online-offline collaborative review; the method is as follows: Template definition and task release: Create an assessment template, define the material structure and standards, then create new assessment tasks based on the assessment template, set the scope and timeline, and release them; Application and hierarchical intelligent review: The assessment candidates fill in and submit materials online, and the multi-level review process is automatically triggered according to the organizational hierarchy. The review opinions at each level are executed through the workflow engine. Offline review and online review conclusions: After the review is approved, the materials are locked, and the administrator exports the material package for experts to review offline. After the review is completed, the system is authorized to use the interface to centrally input the review results and opinions into the organization assessment management system based on multi-level review and online and offline collaborative review. Review and decide on the review conclusions and release the final results: The top-level administrator logs into the organizational performance evaluation management system based on multi-level review and online and offline collaborative review, reviews the expert review results, confirms them in batches or makes individual adjustments, confirms the final conclusions, and releases them to all employees through the organizational performance evaluation management system based on multi-level review and online and offline collaborative review.
[0017] As a preferred option, the assessment template includes a set of basic information fields, multi-level dynamic material items, and a self-assessment rule engine. The basic information field set is used to define the fixed information collected, including the unit name, person in charge, and contact number, and to set the data type and whether the basic information fields are required.
[0018] Multi-level dynamic material items are used to support the creation of tree-structured material lists, defining major material categories and sub-categories, and setting titles, descriptions, file format requirements (such as .pdf, .docx, .jpg), quantity limits, and whether to associate with self-evaluation for each item; The self-assessment rule engine is used to set scoring rules for material items or the whole that need to be self-assessed, such as the score range (0-100), the grade standard (excellent, good, average, poor) and its corresponding description.
[0019] More preferably, the workflow engine is used to drive the application materials to automatically flow up or down the predefined organizational hierarchy path based on the results of the review operation.
[0020] The organizational performance evaluation management system and method based on multi-level review and online / offline collaborative evaluation of this invention have the following advantages: By integrating templated configuration, workflow engine, intelligent routing, and collaborative evaluation interfaces, this invention solves the problems of fragmented processes, inconsistent standards, low efficiency, and insufficient transparency in traditional organizational performance evaluation. This invention is widely applicable to scenarios requiring systematic performance evaluation, qualification certification, or project review of subordinate institutions, departments, or employees, such as administrative-level performance appraisal, corporate compliance audits, educational institution teaching evaluations, and research project achievement appraisals. Attached Figure Description
[0021] The invention will be further described below with reference to the accompanying drawings.
[0022] Appendix Figure 1 This is a schematic diagram illustrating the workflow of an organizational performance evaluation management system based on multi-level review and online-offline collaborative assessment. Detailed Implementation
[0023] The organizational performance evaluation management system and method based on multi-level review and online-offline collaborative assessment of the present invention will be described in detail below with reference to the accompanying drawings and specific embodiments. However, it should be understood that these descriptions are exemplary only and are not intended to limit the scope of this disclosure. In the following detailed description, many specific details are set forth to provide a comprehensive understanding of the embodiments of this disclosure for ease of explanation. However, it will be apparent that one or more embodiments may be implemented without these specific details. Furthermore, descriptions of well-known structures and technologies are omitted in the following description to avoid unnecessarily obscuring the concepts of this disclosure.
[0024] In the technical solution disclosed herein, the user information (including but not limited to user personal information, user image information, user device information, such as location information) and data (including but not limited to data used for analysis, stored data, and displayed data) involved are all information and data authorized by the user or fully authorized by all parties. Furthermore, the collection, storage, use, processing, transmission, provision, disclosure, and application of related data all comply with relevant laws, regulations, and standards, necessary confidentiality measures have been taken, and they do not violate public order and good morals. Corresponding operation entry points are provided for users to choose to authorize or refuse. Example
[0025] This embodiment provides an organizational performance evaluation management system based on multi-level review and online-offline collaborative assessment. The system includes: The template configuration module is used by administrators to create and define assessment templates that contain multi-level material item structures; The task management module is used to create assessment tasks based on assessment templates and configure the scope of participation and time schedule of the tasks. The application and intelligent assessment routing module is used to provide an application interface to the assessment subjects and automatically route the application materials according to the preset organizational hierarchy to achieve step-by-step review; The review interface module is used to support offline reviews and provide an online interface for authorized users to enter review conclusions; The review decision and release module is used to present the review conclusions to the top-level administrators and provide batch confirmation and manual adjustment functions, and finally release the assessment results.
[0026] The elements of the assessment template in this embodiment include a set of basic information fields, multi-level dynamic material items, and a self-assessment rule engine; The basic information field set is used to define the fixed information collected, including the unit name, person in charge, and contact number, and to set the data type and whether the basic information fields are required.
[0027] Multi-level dynamic material items are used to support the creation of tree-structured material lists, defining major material categories and sub-categories, and setting titles, descriptions, file format requirements (such as .pdf, .docx, .jpg), quantity limits, and whether to associate with self-evaluation for each item; The self-assessment rule engine is used to set scoring rules for material items or the whole that need to be self-assessed, such as the score range (0-100), the grade standard (excellent, good, average, poor) and its corresponding description.
[0028] In this embodiment, the task management module instantiates the static assessment template into a specific assessment task, as follows: Task instantiation: Generate a copy of the task based on the selected template and configure task-specific parameters; among which, task attribute parameters include assessment year or cycle, task name and detailed description; Precisely defined scope of participation: By integrating an organizational structure database, it supports the precise targeting of the assessment subjects by organizational structure tree, job role, or specific tag group; Global timeline management: Set key time nodes for the overall task process and provide automatic reminders and expediting functions; among them, key time nodes include the application start and / or deadline, the preset processing time limit for each level of review, the expert review period, and the review and result release date.
[0029] The application and intelligent review routing module in this embodiment includes: The object-oriented application interface submodule is used to present a list of tasks to be done and their corresponding customized application forms to eligible assessment subjects. The material submission and temporary storage submodule is used to support the assessment subjects to fill in the materials, upload attachments and temporarily store them in multiple times, and the logic is locked after the final submission. Rule-based multi-level routing is used by the built-in workflow engine to automatically push submitted application materials to the to-do list of the first-level review node according to the pre-set review path rules that are fully mapped to the organization's administrative hierarchy. The status-driven and process control submodule is used to automatically transfer materials to the next level or return them to the next level or even the applicant based on the operation result of the previous review node ("passed" or "returned" with reasons). The entire process status is visible and traceable.
[0030] The review interface module in this embodiment includes: The offline review support kit provides standardized data packaging and export functions. It packages the application materials that have passed the final review (including all attachments) in batches according to predetermined rules and generates encrypted compressed files for download, ensuring that the materials required for offline review are complete and secure. The online conclusion entry interface provides a dedicated online operating interface for the secretary or authorized representative of the review expert group. It allows the final conclusions generated from the offline review (such as qualitative grades "excellent, qualified, unqualified" or quantitative scores), expert group opinions, and individual expert remarks to be backfilled into the system database in batches and accurately, thus completing the online archiving of review results.
[0031] In this embodiment, the workflow engine is used to drive the application materials to automatically flow up or down the predefined organizational hierarchy path according to the review operation results.
[0032] The review decision and release module in this embodiment includes: The Results Summary Presentation submodule is used to clearly display the expert review results of all assessment subjects in the form of lists, dashboards, etc. The batch decision-making submodule provides a quick function to "agree with all" expert conclusions with one click, greatly improving efficiency. The Authorization Intervention and Audit submodule allows administrators to manually adjust the conclusions of specific objects (such as upgrading "qualified" to "excellent" or vice versa). It mandates the recording of detailed reasons for the adjustment and stores the corresponding operation, along with the original data, the adjusted data, the operator, the operation time, and the reason, in an immutable audit log. The Conclusion Release and Notification submodule is used to officially release the final assessment results with one click after the final review and approval, and automatically notify all relevant assessment subjects via in-site messages or emails, and generate an announcement.
[0033] This embodiment is a new generation of integrated performance management solution that enables seamless workflow, standardized management, respects offline review practices, ensures data consistency, and provides necessary top-level decision-making flexibility.
[0034] The primary objective of this embodiment is to overcome the aforementioned significant deficiencies in the prior art and to provide a reasonably designed system that enables integrated, standardized, and traceable management of the entire assessment process.
[0035] Another objective of this embodiment is to provide a configurable system that can flexibly adapt to various assessment scenarios and support complex multi-level review processes.
[0036] Another objective of this embodiment is to provide a technical solution that effectively coordinates online and offline review processes, ensuring that offline review results are complete, accurate, and timely when submitted online.
[0037] Another objective of this embodiment is to provide a mechanism that, while ensuring process automation, empowers top-level managers to make final reviews and decisions on batch review results.
[0038] This embodiment is implemented using a B / S (Browser / Server) architecture software platform. Users access the system through a browser, and all business logic and data storage are completed on the server side. (See attached...) Figure 1 As shown, the core operation process of this system is as follows: (1) Configuration phase: Users with administrator privileges log in to the system and create an assessment template through the interface. The template is used to define the basic information fields to be filled in (such as unit name, person in charge) and multi-level material list (such as specifying the types and quantities of supporting documents to be uploaded). After creation, the administrator publishes a new assessment task based on this template and configures three key parameters: a) Scope of participation (selecting assessment objects that meet the conditions through the organizational structure tree). b) Timeframes (start and end dates of the application period, review period, evaluation period, and re-examination period). c) Review process (specify the review levels to be passed).
[0039] (2) Application and Review Stage: After the task is released, the system automatically notifies the assessment subjects within the scope. After logging in, the assessment subjects can see the pending tasks and fill in the information and upload attachments online according to the template requirements. After submission, the review process begins. The system's built-in workflow engine automatically pushes the application materials to the first-level review agency according to the preset hierarchical relationship (e.g., after a school submits, the materials are automatically transferred to the county education bureau). Reviewers at each level perform "pass" or "return" operations on the materials to be reviewed on their workbench. Based on this, the system automatically pushes the materials to the next higher level or returns them to the next lower level for modification. This process is repeated until the highest-level review is passed.
[0040] (3) Review and Verification Stage: All materials that pass the final review enter the review stage. The system provides a batch export function to generate data packages for review experts to conduct offline meetings. After the review, designated personnel use the dedicated result entry interface provided by the system to batch-enter the final review conclusions (such as "Excellent", "Qualified", "Unqualified") online. Subsequently, the highest-level administrator (such as the provincial administrator) logs into the system to conduct a final verification of the summarized expert conclusions. The administrator interface provides a "Batch Pass" function, and also supports adjustments to individual conclusions (the system mandates that the reasons for the adjustments be recorded). After the verification is completed, the administrator publishes the final results with one click, and the system automatically notifies all relevant assessment subjects.
[0041] The system can be developed and implemented using conventional web technology stacks (such as Java Spring Boot or Python Django framework) combined with relational databases (such as MySQL).
[0042] This embodiment brings significant technical effects and improvements, specifically including: ① Achieved full-process digital closed loop and deep integration: For the first time, this invention seamlessly integrates the “task configuration-application-review-evaluation-decision-release” links in the entire life cycle of assessment into a unified platform, realizing end-to-end automated flow and deep integration of data, completely eliminating information silos, and constructing a complete and reliable digital audit track.
[0043] ② It achieves strong universality and flexibility through high configurability: The innovative template and rule engine design enables a system to be quickly adapted to different assessment scenarios, such as government performance, corporate internal audits and academic evaluations, by configuration, which meets the balance between standardization and personalization needs and greatly reduces the cost of customized development and deployment cycle.
[0044] ③ Revolutionarily improved the efficiency of review and decision-making in complex organizations: The intelligent routing engine replaced manual transmission and follow-up, realizing automatic assignment and status-driven review tasks, with extremely high process transparency and significantly shortened review cycles. Batch processing and decision support tools greatly relieved the transactional burden on management, allowing them to focus on value judgments.
[0045] ④ It innovatively solves the problem of integrating online and offline review: Through the collaborative model of "in-depth offline review and standardized online data entry", it not only fully respects the seriousness and in-depth thinking needs of expert review, but also ensures that all review outputs can be timely, accurately and structurally stored in the system, perfectly balancing review quality and data efficiency, and solving the long-standing problem of disconnect.
[0046] ⑤ Enhanced the authority, fairness, and strategic synergy of the assessment system: The design of the final review mechanism embodies the art of management. It combines the automated efficiency of the system with strategic human judgment, allowing necessary macro-adjustments within the rules, so that the assessment results not only reflect objective performance but also serve the organization's overall strategic goals, thereby enhancing the intelligence and authority of the entire management system. Example
[0047] This embodiment provides an organizational performance evaluation management method based on multi-level review and online-offline collaborative review. The method is characterized by being based on the aforementioned organizational performance evaluation management system based on multi-level review and online-offline collaborative review; the specific method is as follows: S1. Template Definition and Task Release: Create an assessment template, define the material structure and standards, then create new assessment tasks based on the assessment template, set the scope and timeline, and release the task. S2. Application and Intelligent Review at Each Level: The assessment candidates fill in and submit materials online, and the multi-level review process is automatically triggered according to the organizational hierarchy. The review opinions at each level are executed through the workflow engine. S3. Offline review and online review conclusions: After the review is approved, the materials are locked, and the administrator exports the material package for experts to review offline. After the review is completed, the system is authorized to use the interface to centrally input the review results and opinions into the organization assessment management system based on multi-level review and online and offline collaborative review. S4. Review and decide on the review conclusions and release the final results: The top-level administrator logs into the organizational performance evaluation management system based on multi-level review and online and offline collaborative review, reviews the expert review results, confirms them in batches or makes individual adjustments, confirms the final conclusions, and releases them to all employees through the organizational performance evaluation management system based on multi-level review and online and offline collaborative review.
[0048] The elements of the assessment template in this embodiment include a set of basic information fields, multi-level dynamic material items, and a self-assessment rule engine; The basic information field set is used to define the fixed information collected, including the unit name, person in charge, and contact number, and to set the data type and whether the basic information fields are required.
[0049] Multi-level dynamic material items are used to support the creation of tree-structured material lists, defining major material categories and sub-categories, and setting titles, descriptions, file format requirements (such as .pdf, .docx, .jpg), quantity limits, and whether to associate with self-evaluation for each item; The self-assessment rule engine is used to set scoring rules for material items or the whole that need to be self-assessed, such as the score range (0-100), the grade standard (excellent, good, average, poor) and its corresponding description.
[0050] In this embodiment, the workflow engine is used to drive the application materials to automatically flow up or down the predefined organizational hierarchy path according to the review operation results.
[0051] Finally, it should be noted that the above embodiments are only used to illustrate the technical solutions of the present invention, and not to limit them; although the present invention has been described in detail with reference to the foregoing embodiments, those skilled in the art should understand that modifications can still be made to the technical solutions described in the foregoing embodiments, or equivalent substitutions can be made to some or all of the technical features; and these modifications or substitutions do not cause the essence of the corresponding technical solutions to deviate from the scope of the technical solutions of the embodiments of the present invention.
Claims
1. An organizational performance evaluation management system based on multi-level review and online / offline collaborative assessment, characterized in that, The system includes: The template configuration module is used by administrators to create and define assessment templates that contain multi-level material item structures; The task management module is used to create assessment tasks based on assessment templates and configure the scope of participation and time schedule of the tasks. The application and intelligent assessment routing module is used to provide an application interface to the assessment subjects and automatically route the application materials according to the preset organizational hierarchy to achieve step-by-step review; The review interface module is used to support offline reviews and provide an online interface for authorized users to enter review conclusions; The review decision and release module is used to present the review conclusions to the top-level administrators and provide batch confirmation and manual adjustment functions, and finally release the assessment results.
2. The organizational performance evaluation management system based on multi-level review and online-offline collaborative assessment as described in claim 1, characterized in that, The assessment template includes a set of basic information fields, multi-level dynamic material items, and a self-assessment rule engine. The basic information field set is used to define the fixed information collected, including the unit name, person in charge, and contact number, and to set the data type and whether the basic information fields are required. Multi-level dynamic material items are used to support the creation of tree-structured material lists, defining major and sub-items of materials, and setting titles, descriptions, file format requirements, quantity limits, and whether to associate with self-evaluation for each item; The self-assessment rule engine is used to set scoring rules for material items or the whole that require self-assessment.
3. The organizational performance evaluation management system based on multi-level review and online-offline collaborative assessment as described in claim 1, characterized in that, The task management module instantiates static assessment templates into specific assessment tasks, as follows: Task instantiation: Generate a copy of the task based on the selected template and configure task-specific parameters; among which, task attribute parameters include assessment year or cycle, task name and detailed description; Precisely defined scope of participation: By integrating an organizational structure database, it supports the precise targeting of the assessment subjects by organizational structure tree, job role, or specific tag group; Global timeline management: Set key time nodes for the overall task process and provide automatic reminders and expediting functions; among them, key time nodes include the application start and / or deadline, the preset processing time limit for each level of review, the expert review period, and the review and result release date.
4. The organizational performance evaluation management system based on multi-level review and online-offline collaborative assessment as described in claim 1, characterized in that, The application and intelligent review routing module includes: The object-oriented application interface submodule is used to present a list of tasks to be done and their corresponding customized application forms to eligible assessment subjects. The material submission and temporary storage submodule is used to support the assessment subjects to fill in the materials, upload attachments and temporarily store them in multiple times, and the logic is locked after the final submission. Rule-based multi-level routing is used by the built-in workflow engine to automatically push submitted application materials to the to-do list of the first-level review node according to the pre-set review path rules that are fully mapped to the organization's administrative hierarchy. The status-driven and process control submodule is used to automatically transfer materials to the next higher level or return them to the next level or even to the applicant based on the operation results of the previous review node. The entire process status is visible and traceable.
5. The organizational performance evaluation management system based on multi-level review and online-offline collaborative assessment as described in claim 1, characterized in that, The review interface module includes: The offline review support kit provides standardized data packaging and export functions, which can package the application materials that have passed the final review in batches according to predetermined rules and generate encrypted compressed files for download, ensuring that the materials required for offline review are complete and secure. The online conclusion entry interface provides a dedicated online operation interface for the secretary or authorized representative of the review expert group. It allows the structured data, including the final conclusions of the offline review, the collective opinions of the experts, and the remarks of individual experts, to be backfilled into the system database in batches and accurately, thus completing the online archiving of the review results.
6. The organizational performance evaluation management system based on multi-level review and online-offline collaborative assessment as described in claim 5, characterized in that, The workflow engine is used to drive the application materials to automatically flow up or down the predefined organizational hierarchy based on the results of the review operation.
7. The organizational performance evaluation management system based on multi-level review and online-offline collaborative assessment as described in claim 1, characterized in that, The review decision and release module includes: The Results Summary Presentation submodule is used to clearly display the expert review results of all assessment subjects in the form of lists, dashboards, etc. The batch decision-making operation submodule is used to provide a quick function to "agree with all" expert conclusions with one click; The Authorization Intervention and Audit submodule allows administrators to manually adjust the conclusions of specific objects, and mandates that detailed reasons for the adjustment be recorded. The corresponding operation, along with the original data, the adjusted data, the operator, the operation time, and the reason, is stored in an immutable audit log. The Conclusion Release and Notification submodule is used to officially release the final assessment results with one click after the final review and approval, and automatically notify all relevant assessment subjects via in-site messages or emails, and generate an announcement.
8. An organizational performance evaluation and management method based on multi-level review and online-offline collaborative assessment, characterized in that, This method is based on the organizational performance evaluation management system according to any one of claims 1 to 7, which is based on multi-level review and online-offline collaborative assessment; the method is as follows: Template definition and task release: Create an assessment template, define the material structure and standards, then create new assessment tasks based on the assessment template, set the scope and timeline, and release them; Application and hierarchical intelligent review: The assessment candidates fill in and submit materials online, and the multi-level review process is automatically triggered according to the organizational hierarchy. The review opinions at each level are executed through the workflow engine. Offline review and online review conclusions: After the review is approved, the materials are locked, and the administrator exports the material package for experts to review offline. After the review is completed, the system is authorized to use the interface to centrally input the review results and opinions into the organization assessment management system based on multi-level review and online and offline collaborative review. Review and decide on the review conclusions and release the final results: The top-level administrator logs into the organizational performance evaluation management system based on multi-level review and online and offline collaborative review, reviews the expert review results, confirms them in batches or makes individual adjustments, confirms the final conclusions, and releases them to all employees through the organizational performance evaluation management system based on multi-level review and online and offline collaborative review.
9. The organizational performance evaluation and management method based on multi-level review and online-offline collaborative assessment as described in claim 8, characterized in that, The assessment template includes a set of basic information fields, multi-level dynamic material items, and a self-assessment rule engine. The basic information field set is used to define the fixed information collected, including the unit name, person in charge, and contact number, and to set the data type and whether the basic information fields are required. Multi-level dynamic material items are used to support the creation of tree-structured material lists, defining major and sub-items of materials, and setting titles, descriptions, file format requirements, quantity limits, and whether to associate with self-evaluation for each item; The self-assessment rule engine is used to set scoring rules for material items or the whole that require self-assessment.
10. The organizational performance evaluation and management method based on multi-level review and online-offline collaborative assessment as described in claim 8 or 9, characterized in that, The workflow engine is used to drive the application materials to automatically flow up or down the predefined organizational hierarchy based on the results of the review operation.