Visual process management method and device

Abstract

The invention relates to the technical field of management software design, in particular to a visual process management method and device. The method comprises the following steps: generating a visual top-layer business management process according to a business process template; the authority of the department approval node in the business process template is issued to each department; each department sets the approval level and approval personnel of the department in a user-defined manner through the department role personnel template; data in the department role personnel template and data in the business process template are imported into the same process management table; and generating an approval permission of the project according to the content in the process management table, and performing approval of the project. According to the method, department approval levels and personnel configuration permissions in the approval process are issued to department custom settings, so that each department can flexibly carry out process approval permission custom settings under the condition that an overall framework of the approval process is not changed, the operation efficiency of the approval process is improved on the whole, and the user experience is improved. And comprehensive implementation of paperless office is facilitated.

Description

Technical Field

[0001] The present invention relates to the technical field of management software design, and in particular to a visual process management method and device. Background Art

[0002] With the further advancement of digital China, digital economy, digital society, and digital life, organizations in various industries are exploring digital transformation solutions based on their actual conditions. With the continuous deepening of digital transformation and development of enterprises, and with the continuous increase of application systems and application software launched by enterprises, more and more data of enterprises need to be run online and uniformly managed through information systems. Therefore, how to quickly and efficiently create and configure system processes has become a pain point for the development of enterprise informatization and digitalization. For the above reasons, more and more enterprises are currently developing visual process tools to achieve the purpose of quickly creating and configuring internal enterprise processes on the system.

[0003] The process configuration tools currently used by mainstream enterprises mainly include four functions: first, drawing flowcharts through visual process drawing tools; second, drawing process forms and configuring form controls through form drawing tools; third, binding the flowcharts and approval forms by adding associations between them; fourth, configuring the permissions of process nodes through development configuration options for each node in the process. Through the above settings, project approval and control of the entire project management process can be achieved, and paperless office can be realized. As shown in the patent publication "A Financial Centralized Management System for Business and Finance Integration" (CN113487279B), the patent discloses a financial centralized management system for business and finance integration, including a comprehensive budget management module, a system approval module, a contract management module, a fund management module and a financial accounting and analysis module. The comprehensive budget management module is used to manage revenue and expenditure in advance through the budget, and to report and approve in advance according to the budget revenue and expenditure: the system approval module is used for leaders at all levels and departments at all levels to conduct online approval through the OA system according to their authority: the contract management module is used to reflect all revenue and expenditure business in the form of physical contracts or virtual contracts, to enter into contracts, and to determine the source, amount and supplier of payment and collection through the business system: the fund management module is used to manage collection and payment through the fund center: the financial accounting and analysis module is used to realize accounting, reporting and / or final settlement, and form electronic files and files. The system strengthens the management of the financial work of each unit from the top-level design level, establishes a fund center, and grasps the two key points of comprehensive budget and contract management. In view of the characteristics of financial management, the patent provides a method for leaders at all levels and departments at all levels to conduct online approval through the OA system according to their authority. It provides a flexible and convenient approval process, which can realize return, counter-signature, transfer, addition and subtraction of signatures, communication, withdrawal, conditional branching and viewing of flowcharts according to management needs; the contract approval management functions include: pending approval, approved, approval result viewing, process tracking and contract return; the contract request documents are distinguished by the two states of pending approval and approved, so that users can quickly locate the pending work they need to deal with and perform corresponding review operations; during the review process, it is allowed to view the basic information of the contract, and it is also allowed to view the contract approval process information to realize the process tracking of the approval process.

[0004] However, in the existing project approval and control processes, the process configuration tools have the following problems: First, the process creation and configuration are not convenient enough. The existing tools require the system configurator to log in to the system background and use the process configuration tool to draw the flowchart. Second, the process configuration requires the relevant permissions of the process on the computer and mobile terminals to be configured separately before it can be used, but in fact, the permissions on the computer and mobile terminals are the same and do not require repeated configuration. Third, when the process links need to be changed and adjusted or the process handlers need to be changed and adjusted, the system configuration personnel are required to upgrade and revise the original process or make adjustments to the handlers of the process links. If the frequency of adjustments is very high, it will bring a huge workload to the system configuration personnel, which is not conducive to the operation of the process and affects the efficiency of process execution. Summary of the invention

[0005] In order to improve the efficiency of process creation and management and reduce communication and labor costs, the present invention adds a module for custom editing on the basis of existing visual process management software, and proposes a visual process management method and device to achieve that each department can customize its own work process and approval personnel in real time without changing the overall visual process.

[0006] In order to achieve the above objectives, the following technical solutions are proposed: A visual process management method comprises the following steps: Generate a visualized top-level business management process, which is set up through a business process template. The business process template includes top-level approval links and department approval links. The authority of the department approval node is delegated to each department in the management process. Each department in the management process customizes the approval level and approval personnel of the department through the department role personnel template; The data in the department role personnel template and the data in the business process template are imported into the same process management table; The top-level business management process generates the approval authority for the project based on the content in the process management table, and the business process approves the project based on the approval authority.

[0007] As a preferred solution, the business process template includes the name of the process, the version of the process, department settings and approval link settings, and the approval link includes other approval levels and approval personnel except the department approval node.

[0008] As a preferred solution, the department role personnel template includes department name, business type, whether to approve, approval level and approving personnel. The department name and business type are not editable, while whether to approve, approval level and approving personnel are editable.

[0009] As a preferred solution, the approval of multiple departments in the top-level business management process is set to customize the approval level and approval personnel of the department.

[0010] As a preferred solution, the steps in the top-level business management process include the initiator, responsible department management, counterpart department approval, data aggregation, unified department approval, formula leader approval and recipient, among which the counterpart department approval and / or unified department approval authority is delegated to the department for customized settings.

[0011] As a preferred solution, each department in the management process customizes the approval level and approval personnel of the department through the department role personnel template, and obtains or stores configuration data through the process configuration tool, and the steps are as follows: The first step is to extract the data from the completed department role personnel template to obtain the form information and form primary key; Step 2: Import the form information into the process management table according to the primary key; The third step is to create a process instance based on the process management table and initialize the contents of the process management table into the instance.

[0012] As a preferred solution, in creating a process instance, the process management table includes a correction form, a custom form, a level template form and a built-in tableless form, and the process management table obtains corresponding data according to the primary key.

[0013] Based on the same concept, a visual process management device is also proposed, comprising at least one processor and a memory communicatively connected to the at least one processor; the memory stores instructions executable by the at least one processor, and the instructions are executed by the at least one processor so that the at least one processor can execute a visual process management method described in any one of the above items.

[0014] Compared with the prior art, the present invention has the following beneficial effects: the method of the present invention delegates the configuration authority of department approval level and personnel in the approval process to the department's customized settings, so that when the overall framework of the approval process remains unchanged, each department can customize the process approval authority. When the structure and personnel of each department change, each department can modify it by itself without adding additional approval authority revision confirmation, and there is no need to centralize the modification to the process software management personnel. The departments themselves can customize the approval level and personnel within their respective responsibilities, thereby improving the overall operating efficiency of the approval process and facilitating the comprehensive implementation of paperless office. BRIEF DESCRIPTION OF THE DRAWINGS

[0015] Figure 1 is a flow chart of a visual process management method in Example 1; Figure 2It is the overall framework of the approval process in Example 2. DETAILED DESCRIPTION

[0016] The present invention is further described in detail below in conjunction with test examples and specific implementation methods. However, this should not be understood as the scope of the above subject matter of the present invention being limited to the following embodiments, and all technologies realized based on the content of the present invention belong to the scope of the present invention.

[0017] Example 1 A visual process management method, the flow chart is as follows Figure 1 As shown, the following steps are included: Generate a visualized top-level business management process, which is set up through a business process template. The business process template includes top-level approval links and department approval links. The authority of the department approval node is delegated to each department in the management process. Each department in the management process customizes the approval level and approval personnel of the department through the department role personnel template; The data in the department role personnel template and the data in the business process template are imported into the same process management table; The top-level business management process generates the approval authority for the project based on the content in the process management table, and the business process approves the project based on the approval authority.

[0018] First, the top-level configuration of the process is implemented according to the existing technical methods. The configuration content mainly includes four parts: business undertaking department, unified management department, counterpart management department, and company leader. The business process template can choose whether the project leader needs to participate, whether external experts need to participate, whether the company's general manager and chairman need to approve, etc. through the process configuration tool. Fill in the business process template through the visual configuration interface to complete the creation and adjustment of the top-level process, and realize the association between the process and the background form. In addition, the business process template presets the top-level approval node and department approval link. The top-level approval node is centrally set by the network administrator. The approval level and personnel of these top-level approval nodes cannot be edited. This ensures that the overall architecture of the project approval process is set according to the company's management rules and will not change. The department approval link is set for each department to customize according to the internal situation of the department. The setting content is mainly the internal approval level and personnel of the department.

[0019] Secondly, in the configuration of internal process links of each department, the business leading department, the unified management department, and the counterpart management department adjust the internal approval links of their departments through the process configuration tool. The department role personnel template presets the approval nodes within each department, mainly including the department deputy leader, department leader and department deputy leader. The approval links and approval personnel within the department are adjusted according to the actual situation.

[0020] Finally, the data in the department role personnel template and the data in the business process template are imported into the same process management table; the top-level business management process generates the approval authority of the project according to the content in the process management table, and the business process approves the project according to the approval authority. For the approval link configuration other than the above two situations, the approval link is adjusted according to different business situations. Project process users can adjust the process approvers at any time through the department role personnel template without contacting the system administrator for adjustment, which not only ensures the certainty of the overall process architecture, but also realizes the flexible approval settings of each department without the need for centralized modification and adjustment by back-end management personnel, thus improving the operating efficiency of the entire approval process.

[0021] Furthermore, when an already running process needs to be adjusted, the historical process version can be managed by upgrading the process version.

[0022] Adding a business process includes business attribute settings and background parameter settings, among which the background parameter settings include process grouping, attachment form information, parameters and notes. Business attribute information includes process name, process version, business undertaking department, unified management department, process status, counterpart management department, whether the project leader participates, release date, business leader in charge, expert group leader approval, whether the general manager approves, whether the chairman approves, and business process description. The business process description mainly includes the process approval sequence.

[0023] In the business attribute information, you can directly enter the corresponding names of the process name, business responsible department and corresponding management department. The corresponding management department can only be selected from the preset management departments. The process status includes being set up and released. Whether the project leader is determined by selecting the parameter, the release date is directly entered as a character parameter, and the approval of the business leader and expert group leader can be selected by approving or not approving, and the approval of the general manager and chairman can be selected by approving or not approving.

[0024] On the page of the department role personnel template, after selecting the approval level within the department and filling in the personnel name, the corresponding information of the department is set.

[0025] After the business processes are integrated, each process name has corresponding department attributes, department, process version, business process status, role, approval, approval order and approval personnel.

[0026] Example 2 Give a specific example, such as Figure 2 As shown, Figure 2The overall framework of the approval process is given. The process circulates in these departments. After the handling department handles it, it can be directly transferred to the relevant department for approval, or it can be approved and aggregated by the counterpart department before being approved by the relevant department. After approval by the company leader, it can be ended directly or after being received by the recipient. Among them, the approval of the counterpart department and the approval of the relevant department means that the management authority can be delegated to the department to set the approval process. The approval level includes three levels: department leader, department in charge, and company-level in charge leader. The name of the approving person can also be entered at each level. The approval level and personnel within the department can be adjusted in real time according to the situation of the department. The department role personnel template includes the following: department attributes, process version, department, business process sequence, business process status, whether to approve, role and personnel.

[0027] Among them, department attributes and departments have been determined according to the general framework of the approval process. For a certain task, roles and personnel can be set respectively. The roles include department in charge, department leader, and company-level in charge leader. That is, the level and identity of the in charge leader can be determined according to the personnel organizational structure of the department. The corresponding personnel is the name of the approver. Each role is an approval node. Each department can set the roles that need to be approved within its own department and approve them in sequence. By filling in and selecting the template information of the interactive page of the process configuration tool, the approval personnel and process of the project within the department can be determined to form a configured general process template. Then the roles and personnel of the approval node are automatically associated in the overall business process approval.

[0028] The steps to obtain or store template input information are as follows: The first step is to extract the data from the completed department role personnel template to obtain the form information and form primary key; Step 2: Import the form information into the process management table according to the primary key; Step 3: Create a process instance based on the process management table and initialize the content of the process management table into the instance. In this process, the business tables include the correction form, custom form, level template form and built-in tableless form. The above forms all obtain corresponding data based on the primary key. The form adopts the concept of version. The adjustment and upgrade of the process will not affect the existing tables and the data in the tables. The form after the version upgrade is in the unactivated state. After the process adjustment is completed, manually set the state to enable it.

[0029] In addition, the approval process also needs to verify whether the process is being run for the first time. If so, the information of each link can be edited. If it is not the first time, each link is set to read-only mode. The advantage of this setting is that although the approval level and personnel of the department can be edited, once revised, the approval level and personnel will remain constant for a period of time.

[0030] After the departmental approval personnel are set up, the approval roles and personnel can be displayed in the overall business process. The advantage of the approval personnel of each department being able to customize the editing while the top-level OA approval process remains unchanged is that the company only needs to clarify the key nodes of the top-level approval to control project management, and delegate the approval details to the department, which can not only achieve centralized control, but also make the approval process flexible. Each business department can dynamically adjust the approval personnel according to the business situation of the department, making the approval process more flexible and conducive to paperless office.

[0031] Finally, it should be noted that the embodiments described in detail above are only the best practices of the invention and cannot be used to limit the scope of rights of the invention. Equivalent replacement of the technical solutions recorded in the aforementioned embodiments does not make the essence of the corresponding technical solutions deviate from the scope of the technical solutions of the embodiments of the invention, and they should all be included in the scope of the claims and description of the invention.

Claims

1. A visual process management method, characterized in that: The following steps are involved: Generate a visualized top-level business management process, which is set up through a business process template. The business process template includes top-level approval links and department approval links. The authority of the department approval node is delegated to each department in the management process. Each department in the management process customizes the approval level and approval personnel of the department through the department role personnel template; The data in the department role personnel template and the data in the business process template are imported into the same process management table; The top-level business management process generates the approval authority for the project based on the content in the process management table, and the business process approves the project based on the approval authority.

2. A visual process management method according to claim 1, characterized in that: The business process template includes the name of the process, the version of the process, department settings and approval link settings. The approval link includes other approval levels and approval personnel except the department approval node.

3. A visual process management method as claimed in claim 1, characterized in that: The department role personnel template includes department name, business type, whether to approve, approval level and approval personnel. The department name and business type are not editable, while whether to approve, approval level and approval personnel are editable.

4. A visual process management method as claimed in claim 1, characterized in that: The approval of multiple departments in the top-level business management process is set to customize the approval level and approval personnel of the department.

5. A visual process management method as claimed in claim 4, characterized in that: The steps in the top-level business management process include the initiator, responsible department management, counterpart department approval, data aggregation, unified department approval, formula leader approval and recipient, among which the counterpart department approval and / or unified department approval authority is delegated to the department for customized settings.

6. A visual process management method according to any one of claims 1 to 5, characterized in that: Each department in the management process customizes the approval level and approval personnel of the department through the department role personnel template, and obtains or stores configuration data through the process configuration tool. The steps are as follows: The first step is to extract the data from the completed department role personnel template to obtain the form information and form primary key; Step 2: Import the form information into the process management table according to the primary key; The third step is to create a process instance based on the process management table and initialize the contents of the process management table into the instance.

7. A visual process management method as claimed in claim 6, characterized in that: In creating a process instance, the process management table includes a correction form, a custom form, a level template form and a built-in tableless form, and the process management table obtains corresponding data according to the primary key.

8. A visual process management device, characterized in that: It includes at least one processor and a memory that is communicatively connected to the at least one processor; the memory stores instructions that can be executed by the at least one processor, and the instructions are executed by the at least one processor so that the at least one processor can execute a visual process management method as described in any one of claims 1 to 7.

Images