Document management method and device, electronic equipment and storage medium
By building a hierarchical document library and dividing document collections according to regional identification, the problem of inefficient review and maintenance in the existing document management system is solved, and efficient document retrieval and management is achieved.
Patent Information
- Application Number
- CN202310870217.7
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2023-07-14
- Publication Date
- 2025-01-14
AI Technical Summary
The lack of unified management rules in the existing document management system has led to low efficiency in reviewing and maintaining electronic documents.
By building a hierarchical document library, using the unique identification and area identification of the document, the document is divided into a regional document collection, and the document display and management are optimized based on the user's operation permissions and historical search records.
It significantly improves document retrieval and maintenance efficiency, reduces the complexity of permission-limited operations, and improves the overall efficiency of user experience and document management system.
Smart Images

Figure CN119311637A_ABST
Abstract
Description
Technical Field
[0001] The present application relates to the field of computer technology, and in particular to a document management method, device, electronic device and storage medium. Background Art
[0002] With the development of the Internet, enterprises usually use electronic documents to carry out various business operations in the office process. Related technologies usually manage various electronic documents of the enterprise through document management systems, and users operate various files in the document management system through their own operating permissions. However, the electronic files stored in the document management system in related technologies usually do not have unified management rules, which will cause low efficiency in users' consultation and maintenance of related documents. Summary of the invention
[0003] In view of the above problems, the present application provides a document management method, device, electronic device and storage medium, which can solve the technical problem of low efficiency in document review and maintenance in related technologies.
[0004] In a first aspect, the present application provides a document management method, comprising: constructing a hierarchical document library based on the hierarchical relationship between documents in an electronic document library, using the unique identifier of each document as a node; dividing each document in the document library into a regional document set corresponding to the regional identifier based on the regional identifier marked on each document in the document library; wherein the regional identifier is the work area where a user with operation authority for the electronic document library is located.
[0005] In the technical solution of the embodiment of the present invention, a hierarchical document library is constructed based on the hierarchical relationship between documents in the electronic document library, with the unique identifier of each document as a node; and based on the regional identifier marked on each document in the document library, each document in the document library is divided into a regional document set corresponding to the regional identifier, which not only improves the efficiency of document retrieval, but also facilitates the effective maintenance and management of documents, significantly improving the efficiency of reference and maintenance.
[0006] In some embodiments, the above-mentioned document management method also includes: determining a target document set that matches the document search term input by the user from the document library of the hierarchical structure, the target document set including documents of at least one level; determining the level identifier corresponding to the level where each document in the target document set is located, and determining the icon display type of each document according to the level identifier; and displaying each document in the target document set based on the icon display type of each document and the hierarchical relationship between each document.
[0007] In this embodiment, based on determining the level identifier corresponding to the level where each document in the target document collection is located as the icon display type of each document, each document in the target document collection is displayed, which enables users to more easily distinguish documents of different levels and facilitates users to manage and view related documents.
[0008] In some embodiments, determining a target document set that matches a document search term input by a user from the hierarchically structured document library includes: determining a regional document set corresponding to the regional identifier based on the regional identifier of the current user; and searching for a target document set that matches the document search term input by the current user from the regional document set.
[0009] In this embodiment, the document set corresponding to the user's area can be obtained more efficiently through the user's area identification, without the need to perform complex permission limitation operations on user permissions, thereby reducing the complexity of the document management system design.
[0010] In some embodiments, searching the target document set that matches the document search term input by the current user from the regional document set includes: determining a recommendation order for each target document in the target document set based on a user profile of the current user; wherein the user profile includes the historical search record of the current user; and filtering the target documents to be displayed from the target document set based on a preset display number and the recommendation order.
[0011] In this embodiment, the user's historical search records in the document management system are obtained through the user's portrait, and documents with a high degree of match with the user can be recommended for display based on the user portrait, thereby improving the document search efficiency and user experience.
[0012] In some embodiments, the document management method also includes: determining a sequence of documents in the target document set, the sequence of documents including an original document and at least one version of a document obtained by revising the original document; determining the difference content between each document in the sequence of documents, and displaying the difference content in each document with a preset mark.
[0013] In this embodiment, by displaying the difference contents between different versions of documents in different colors, it is convenient for users to obtain the version of documents they need, thereby improving document review efficiency and user experience.
[0014] In some embodiments, the document management method further includes: determining the storage expiration time corresponding to each document in the document library of the hierarchical structure according to the storage validity period corresponding to each level of the document library of the hierarchical structure; updating the storage validity period of the target document, or configuring the target document to an invalid state, according to the approval instruction corresponding to the target document that reaches the storage expiration time.
[0015] In this embodiment, by setting a storage validity period for a document, the storage space for storing the document can be flexibly managed.
[0016] In some embodiments, the document management method further includes: setting the storage validity period of the temporary file type documents in the document library to a preset duration; configuring the temporary file type documents that have reached the storage termination time after the preset duration to an invalid state. In this embodiment, by setting a storage validity period for temporary documents and automatically deleting them upon expiration, the storage space for storing documents can be flexibly managed, reducing the storage pressure on the server.
[0017] In a second aspect, an embodiment of the present invention provides a document management device, comprising: a construction unit, for constructing a hierarchical document library according to the hierarchical relationship between documents in the electronic document library, using the unique identifier of each document as a node; a division unit, for dividing each document in the document library into a regional document set corresponding to the regional identifier based on the regional identifier marked on each document in the hierarchical document library; wherein the regional identifier is the working area where a user with operation authority of the electronic document library is located.
[0018] In a third aspect, an embodiment of the present invention provides an electronic device, comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein when the processor executes the computer program, the method described in the first aspect is implemented.
[0019] In a fourth aspect, an embodiment of the present invention provides a computer-readable storage medium, wherein the computer-readable storage medium stores a computer program, and when the computer program is executed by a processor, the method described in the first aspect is implemented.
[0020] The above description is only an overview of the technical solution of the present application. In order to more clearly understand the technical means of the present application, it can be implemented in accordance with the contents of the specification. In order to make the above and other purposes, features and advantages of the present application more obvious and easy to understand, the specific implementation methods of the present application are listed below. BRIEF DESCRIPTION OF THE DRAWINGS
[0021] Various other advantages and benefits will become apparent to those of ordinary skill in the art by reading the detailed description of the preferred embodiments below. The accompanying drawings are only for the purpose of illustrating the preferred embodiments and are not to be considered as limiting the present application. Moreover, the same reference numerals are used throughout the drawings to represent the same components. In the drawings: Figure 1 A schematic diagram of an application environment of a document management method according to one or more embodiments; Figure 2 A schematic diagram of an application environment of another document management method provided in an embodiment of the present application; Figure 3 A flowchart of a document management method provided in an embodiment of the present application; Figure 4 A flowchart of another document management method provided in an embodiment of the present application; Figure 5 Another schematic diagram of document storage level display provided in an embodiment of the present application; Figure 6 It is a structural diagram of a document management device provided in an embodiment of the present application; Figure 7 is a schematic diagram of the structure of an electronic device provided in an embodiment of the present application. DETAILED DESCRIPTION
[0022] The following embodiments of the technical solution of the present application are described in detail in conjunction with the accompanying drawings. The following embodiments are only used to more clearly illustrate the technical solution of the present application, and are therefore only used as examples, and cannot be used to limit the scope of protection of the present application.
[0023] Unless otherwise defined, all technical and scientific terms used herein have the same meaning as commonly understood by technicians in the technical field to which this application belongs; the terms used herein are only for the purpose of describing specific embodiments and are not intended to limit this application; the terms "including" and "having" in the specification and claims of this application and the above-mentioned figure descriptions and any variations thereof are intended to cover non-exclusive inclusions.
[0024] In the description of the embodiments of the present invention, the technical terms "first", "second", etc. are only used to distinguish different objects, and cannot be understood as indicating or implying relative importance or implicitly indicating the number, specific order or primary and secondary relationship of the indicated technical features. In the description of the embodiments of the present invention, the meaning of "multiple" is more than two, unless otherwise clearly and specifically defined.
[0025] Reference to "embodiments" herein means that a particular feature, structure, or characteristic described in conjunction with the embodiments may be included in at least one embodiment of the present application. The appearance of the phrase in various locations in the specification does not necessarily refer to the same embodiment, nor is it an independent or alternative embodiment that is mutually exclusive with other embodiments. It is explicitly and implicitly understood by those skilled in the art that the embodiments described herein may be combined with other embodiments.
[0026] In the description of the embodiments of the present invention, the term "and / or" is only a description of the association relationship of associated objects, indicating that three relationships may exist. For example, A and / or B may represent: A exists alone, A and B exist at the same time, and B exists alone. In addition, the character " / " in this article generally indicates that the associated objects before and after are in an "or" relationship.
[0027] In the description of the embodiments of the present invention, the term "multiple" refers to more than two (including two). Similarly, "multiple groups" refers to more than two groups (including two groups), and "multiple pieces" refers to more than two pieces (including two pieces).
[0028] In the description of the embodiments of the present invention, the technical terms "center", "longitudinal", "lateral", "length", "width", "thickness", "up", "down", "front", "back", "left", "right", "vertical", "horizontal", "top", "bottom", "inside", "outside", "clockwise", "counterclockwise", "axial", "radial", "circumferential", etc. indicate orientations or positional relationships based on the orientations or positional relationships shown in the accompanying drawings, and are only for the convenience of describing the embodiments of the present invention and simplifying the description, and do not indicate or imply that the referred device or element must have a specific orientation, be constructed and operated in a specific orientation, and therefore should not be understood as limiting the embodiments of the present invention.
[0029] In the description of the embodiments of the present invention, unless otherwise clearly specified and limited, technical terms such as "installed", "connected", "connected", "fixed" and the like should be understood in a broad sense, for example, it can be a fixed connection, a detachable connection, or an integral connection; it can be a mechanical connection or an electrical connection; it can be a direct connection or an indirect connection through an intermediate medium, it can be the internal connection of two elements or the interaction relationship between two elements. For ordinary technicians in this field, the specific meanings of the above terms in the embodiments of the present invention can be understood according to specific circumstances.
[0030] Optionally, according to one aspect of the embodiments of the present application, a document management method is provided. As an optional implementation, the document management method can be applied to, but is not limited to, Figure 1In the application environment shown. The application environment may include, but is not limited to: a terminal device 102 for human-computer interaction with a user, a network 110, and a server 112. A document management application client is running in the terminal device 102. The terminal device 102 includes a display 108, a processor 106, and a memory 104. The display 108 is used to present a hierarchical document library. The processor 106 is used to obtain a search keyword sent by a user and send the keyword to the server 112. The memory 104 is used to store a hierarchical document library and a regional identifier of a document. In addition, the server 112 includes a database 114 and a processing engine 116, and the database is used to store a hierarchical document library and a regional identifier of a document. The processing engine 116 is used to construct a hierarchical document library according to the hierarchical relationship between each document in the electronic document library, using the unique identifier of each document as a node; according to the work area identifier marked on each document in the document library of the hierarchical structure, each document in the document library is divided into a regional document set corresponding to the work area identifier; wherein the work area identifier is the work area where a user with operation authority of the electronic document library is located; the processing engine 116 is also used to determine a target document set that matches the document search term input by the user from the document library of the hierarchical structure, and send the target document set to the terminal device 102.
[0031] In one or more embodiments, the document management method of the present application can be applied to Figure 2 In the application environment shown. Figure 2 As shown, human-computer interaction can be performed between the user 202 and the user device 204. The user device 204 includes a memory 206 and a processor 208. In this embodiment, the user device 204 can refer to but is not limited to executing the operations performed by the terminal device 102 to determine a target document set matching the document search term input by the user from the document library of the hierarchical structure.
[0032] Optionally, the terminal device 102 and the user device 204 include but are not limited to mobile phones, laptops, tablet computers, PDAs, MIDs (Mobile Internet Devices), desktop computers, smart TVs, etc. The document management client in the embodiment of the present application includes but is not limited to a client that provides document management services for video clients, instant messaging clients, browser clients, educational clients, etc. The network may include but is not limited to: a wired network, a wireless network, wherein the wired network includes: a local area network, a metropolitan area network, and a wide area network, and the wireless network includes: Bluetooth, WIFI, and other networks that implement wireless communication. The server 112 may include a single server, or a server cluster consisting of multiple servers, and the server includes a cloud server. The above is only an example, and this embodiment does not make any limitation to this.
[0033] With the development of the Internet, enterprises usually use electronic documents to carry out various business operations in the office process. Related technologies usually manage various electronic documents of the enterprise through document management systems. Users operate various files in the document management system through their own operating permissions. However, the electronic files stored in the file system in the related technology usually do not have unified management rules, which will cause low efficiency in users' consultation and maintenance of related documents.
[0034] In order to solve the above technical problems, as an optional implementation method, Figure 3 As shown, the embodiment of the present application provides a document management method, comprising the following steps: Step S302: According to the hierarchical relationship between the documents in the electronic document library, a document library with a hierarchical structure is constructed with the unique identifier of each document as a node. The execution subject of the embodiment of the present invention includes but is not limited to a terminal or a server. Specifically, in the embodiment of the present application, the electronic document library can be a collection of documents owned by each department of the user. In one example, the above electronic document library also includes a document library of quality system documents. Figure 5 As shown, the electronic documents include documents of multiple levels, for example, the first-level files include the quality manual, and a certain link in the quality manual corresponds to a second-level file (system program file), and so on. The first-level file and the second-level file are in a one-to-many relationship, the second-level file and the third-level file are in a one-to-many relationship, and the third-level file and the fourth-level file are in a one-to-many relationship. The hierarchical structure here includes a tree structure, for example, using the unique identifier of each document as a node to construct a document library with a tree structure. Each node in the tree is a unique identifier corresponding to a document. The unique identifier can be, for example, a combination of the name and creation time of the document, or an identifier obtained by hashing the combination.
[0035] Step S304: According to the work area identifier marked on each document in the hierarchical document library, divide each document in the document library into a regional document set corresponding to the work area identifier; wherein the work area identifier is the work area where the user with the operation authority of the electronic document library is located.
[0036] Specifically, since an enterprise is usually divided into multiple departments or multiple subsidiaries, in order to allow different departments or different subsidiaries to have their respective corresponding document operation permissions, the embodiment of the present application divides each document in the document library into a regional document set corresponding to the work area identifier marked on each document in the document library of the hierarchical structure. For example, the work area identifier corresponding to department A is 1001, and the corresponding regional document set includes {A1, A2...An}; the work area identifier corresponding to department B is 1002, and the corresponding regional document set includes {B1, B2...Bn}. When user Zhang San is an employee of department A, the documents he can access include {A1, A2...An}.
[0037] In the technical solution of the embodiment of the present invention, according to the hierarchical relationship between the documents in the electronic document library, a hierarchical document library is constructed with the unique identifier of each document as a node; and according to the regional identifier marked on each document in the document library, each document in the document library is divided into a regional document set corresponding to the regional identifier, which not only improves the efficiency of document retrieval, but also facilitates the effective maintenance and management of documents, and significantly improves the efficiency of reference and maintenance.
[0038] As an optional implementation, Figure 4 As shown, the embodiment of the present application provides a document management method, comprising the following steps: Step S402: According to the hierarchical relationship between the documents in the electronic document library, a document library with a hierarchical structure is constructed with the unique identifier of each document as a node. Step S404: According to the work area identifier marked on each document in the hierarchical document library, divide each document in the document library into a regional document set corresponding to the work area identifier; wherein the work area identifier is the work area where the user with the operation authority of the electronic document library is located.
[0039] Step S406: determining a target document set matching the document search term input by the user from the document library of the hierarchical structure, wherein the target document set includes documents of at least one level; Step S408: determining the level identifier corresponding to the level where each document in the target document set is located, and determining the icon display type of each document according to the level identifier; Step S410: Based on the icon display type of each document and the hierarchical relationship between each document, display each document in the target document set.
[0040] In the embodiments of the present application, Figure 5 As shown, for example, based on the document search terms input by the user, multiple secondary files (system program files) corresponding to the user's document search terms, or a secondary file corresponding to the user's document search terms are obtained. When displaying the secondary files, the document management system can display the primary files, the third-level files, and the fourth-level files associated with the secondary files in association. For example, in an embodiment of the present application, the levels where files of different levels are located are set to different colors, and the colors corresponding to the levels where each document in the target document set is located are determined as the icon colors of each document. When the target document set is displayed to the user, it is displayed to the user with the hierarchical relationship and color between each document. In one example, the icon display type of each document is determined according to the hierarchical identification corresponding to the level, for example, the document type corresponding to the document with the first-level level identification is a five-star icon, and the document type corresponding to the document with the second-level level identification is a three-star icon, etc. The above is only an example, and the embodiment of the present application does not impose any limitation on this.
[0041] The above steps S402 - S404 have been described above and will not be repeated here.
[0042] In an embodiment of the present application, based on determining the level identifier corresponding to the level of each document in the target document collection as the icon display type of each document, each document in the target document collection is displayed, which enables users to more easily distinguish documents of different levels and facilitates users to manage and view related documents.
[0043] In one or more embodiments of the present application, determining a target document set matching a document search term input by a user from the hierarchical document library includes: According to the work area identifier of the current user, determining a regional document set corresponding to the work area identifier; A target document set matching the document search term currently input by the user is searched from the regional document set.
[0044] Specifically, in the embodiment of the present application, for example, when the user history is an employee of department B, the work area corresponding to department B is identified as 1002, and the documents that can be accessed include {B1, B2...Bn}. From {B1, B2...Bn}, the target document set matching the document search term input by the current user is searched, and the search document matching the authority of the current user can be obtained.
[0045] In this embodiment, the document set corresponding to the user's area can be obtained more efficiently through the user's area identification, without the need to perform complex permission limitation operations on user permissions, thereby reducing the complexity of the document management system design.
[0046] In one or more embodiments of the present application, searching the target document set matching the document search term input by the current user from the regional document set includes: Determining a recommendation order of each target document in the target document set according to the user profile of the current user; According to the preset display number and the recommendation order, the target documents to be displayed are screened from the target document set.
[0047] Specifically, in the embodiment of the present application, the browsing history of the user in the file system and the documents with a large number of browsing times can be obtained according to the user portrait of the current user; after obtaining the document search term of the user, the file system sorts the documents in the target document collection according to the user portrait, for example, the document clicked by the user is recommended to the user first, and the document is arranged in the front position for display. For example, if the preset display number set by the system is 10, and there are 15 documents in the target file collection, then according to the above recommendation order, 10 target documents to be displayed that best match the user are selected from the target document collection.
[0048] In this embodiment, the user's historical search records in the document management system are obtained through the user's portrait, and documents with a high degree of match with the user can be recommended for display based on the user portrait, thereby improving the document search efficiency and user experience.
[0049] In one or more embodiments of the present application, the document management method further includes: Determine a sequence of documents in the target document set, where the sequence of documents includes an original document and at least one version of a document obtained by revising the original document; The difference contents between the documents in the sequence of documents are determined, and the difference contents in the documents are displayed with preset identifiers.
[0050] Specifically, in an embodiment of the present application, for example, the sequence documents in the target document set retrieved by the user include {11V1.pdf, 11V2.pdf, 11V3.pdf}, the above three documents are sequence documents, 11V1.pdf is the original document, 11V2.pdf and 11V3.pdf are new versions of the documents that have been revised on the original document. The difference contents between each document in {11V1.pdf, 11V2.pdf, 11V3.pdf} are determined, and the difference contents in each document are displayed in different colors. In this embodiment, by displaying the difference contents between documents of different versions in different colors, it is convenient for users to obtain the version of the document they need, thereby improving the efficiency of document consultation and the user experience.
[0051] In one or more embodiments of the present application, the document management method further includes: Determining the storage expiration time corresponding to each document in the document library of the hierarchical structure according to the storage validity period corresponding to each level of the document library of the hierarchical structure; According to the approval instruction corresponding to the target document that has reached the storage termination time, the storage validity period of the target document is updated, or the target document is configured to be in an invalid state.
[0052] Specifically, in the embodiments of the present application, Figure 5 As shown, for different types of files at level one, two, three, and four, the standards for the file storage validity period applicable to each are set respectively, and the file expiration review procedure is triggered at the storage termination time. The document management system notifies the file preparation personnel to conduct a review to determine whether the files reaching the storage termination time need to be updated or expired. In this embodiment, by setting the storage validity period for the document, the storage space for storing the document can be flexibly managed.
[0053] In one or more embodiments of the present application, the document management method further includes: The storage validity period of the temporary file type document in the document library is set to a preset duration; and the temporary file type document that reaches the storage termination time after the preset duration is configured as an invalid state.
[0054] Specifically, in the embodiment of the present application, when the file type is a temporary file type, if the preset duration is set to 30 days, the document of the temporary file type will automatically be configured to an invalid state after 30 days, and the document cannot be viewed again in the document management system. In this embodiment, by setting a storage validity period for temporary documents and automatically deleting them when they expire, the storage space for storing documents can be flexibly managed to reduce the storage pressure on the server.
[0055] Based on the above embodiment, in an application embodiment of the present application, the documents in the document management system using the above document management method include: Level 1 document: Quality Manual.
[0056] Secondary files: system program files.
[0057] Level 3 documents: system instruction documents, drawings, standard operating instructions, work manuals, work instructions, control plans, benchmark numbers, appearance standards, temporary work permits, engineering experiment sheets, and error-proofing device instructions.
[0058] Level 4 file: controlled form. The controlled form is a check form that needs to be filled out before uploading the document to the system. Only documents that pass the check form can be uploaded to the document management system.
[0059] The document management system sets up a public process document library and a non-system instruction document library. When a new document is published or updated, it is automatically updated to the corresponding document library according to the document type at the time of publication, as follows Figure 5 As shown: 1) The public process document library is classified into level 1, level 2, level 3 and level 4 documents for unified retrieval in all regions of users; 2) Non-system instruction file libraries are hierarchically managed according to file type-file applicable area. Employees in each area search and review by area, which facilitates query and prevents the use of wrong documents.
[0060] The embodiment of the present application standardizes the storage framework of documents and specifies storage paths for different types of files; thus, the order of priority of documents is improved, and effective retrieval and management of documents are facilitated.
[0061] 2. The monitoring of the timeliness of the approval process of the document management system and the automatic reminder settings include the following: a) The document approval process requires different document categories to be approved within 6-24 hours, and standard time is set in the system for monitoring; b) After the approval process is issued, the document management system automatically triggers the reminder mechanism and sends the reminder information to the email address and application information of the person responsible for approval via email and mobile application. After that, the unapproved process reminder will be triggered once every 4 hours, and the reminder will be sent again every 4 hours. Non-working time is not included in the approval time.
[0062] c) The reminder email and message include the following contents: number of unapproved items, number of timed items, system type of the agency process, process name, bill-of-launderer, arrival time of pending items, standard working hours (H), and remaining processing time (H).
[0063] 3. The settings of the document query function in the document management system include: a) The document management system is equipped with a quick search function for the retrieval of controlled release documents. In the query column, you can enter the following fields: document number, document title, effective date, responsible department, producer name, producer department, applicable company, confidentiality level, process information, process form, feedback results, etc. to quickly search.
[0064] b) After the search is completed, the files other than the search information will be directly blocked, and only the system files related to the search information will be displayed. The corresponding files can be opened directly through the searched file link for viewing and use.
[0065] 4. The control of document life cycle includes: a) For different types of level 1, 2, 3 and 4 files, their respective applicable file life standards are set. When the file expires, a file expiration review is triggered. The system notifies the file compiler to review whether to update the file or make it invalid.
[0066] b) Some of the temporarily used file types can be classified as temporary files, and the file validity period and expiration management rules can be set separately. For example, the validity period can be set to 30 days, and the files will be automatically recycled and expired after the expiration. The key management system cannot access files of this temporary file type again.
[0067] 5. Before uploading the document to the system, a standardization compliance check is required: a) Prepare a document control review checklist corresponding to each level and type of document, which is used by the document producer to check the completed documents. The checklist includes: inspection content, inspection standards, and whether it is qualified.
[0068] b) After the document is prepared, the document producer shall check and modify the produced document according to the document control review checklist, and finally upload the qualified document to the system and insert the completed review checklist at the same time; c) The document control administrator conducts a standardization compliance check on the uploaded and approved documents. The check includes: whether the document meets the standardization requirements, whether the document control review checklist is uploaded, whether the document update training sign-in sheet is uploaded, and whether the system options are selected correctly. After confirming that the document meets the standardization requirements, the document is uploaded to the document management system.
[0069] 6. Capacity management of document preparation personnel in the document management system includes: a) The file preparation personnel must undergo file preparation and system use training and confirm that the document change personnel have passed the online examination before they can be given file preparation permissions.
[0070] b) If a document standardization compliance check is rejected twice in the same month, the preparation authority of the person who prepared the document will be invalidated and the person will need to undergo training and assessment again before the authority can be restored.
[0071] c) Document preparers will be awarded corresponding points each time they complete document updates and new document production.
[0072] 7. The file status cockpit in the document management system includes: Link the data analysis platform with the document management system, and create a quality system document management cockpit in the data analysis platform to display the status and management performance of document management at all times. The display content includes: the total number of various documents, the number of expired documents, the rejection rate of document preparation, the number of expired documents, the recovery rate of documents, and the efficiency of document implementation. The management cockpit is a management information center system that provides one-stop decision support. Through various charts to indicate the key indicators of enterprise operation, it can intuitively monitor the operation of the enterprise, and can warn and analyze abnormal key indicators.
[0073] 8. Continuous improvement management of documents after issuance in the document management system includes: A quality raising hand column for document issues is set up on the quality raising hand platform in the document management system. All employees can use the quality raising hand platform at any time to feedback the file problem if they find errors in the file, discrepancies between document requirements and reality, errors in document process planning, suggestions for optimizing document content, etc. After feedback, improvement tasks will be automatically assigned to the responsible person in the corresponding area for review and improvement.
[0074] In the embodiment of the present application, the above technical solution of the present application can make the quality system documents more effective and convenient to manage, can greatly improve the quality and practical operability of the quality system documents, and improve the ability of document preparation personnel and the quality culture of full participation in quality system management. And the entire process is operated and executed online, which can greatly improve the efficiency of the overall management process and reduce management costs and paper usage costs.
[0075] According to another aspect of the embodiment of the present application, a document management device for implementing the above document management method is also provided, and the document management device is applied to a terminal. Figure 6 As shown, the device comprises: A construction unit 602 is used to construct a document library with a hierarchical structure according to the hierarchical relationship between the documents in the electronic document library and using the unique identifier of each document as a node; The division unit 604 is used to divide each document in the document library into a regional document set corresponding to the regional identifier according to the regional identifier marked on each document in the hierarchical document library; wherein the regional identifier is the working area where the user with the operation authority of the electronic document library is located.
[0076] In the technical solution of the embodiment of the present invention, according to the hierarchical relationship between the documents in the electronic document library, a hierarchical document library is constructed with the unique identifier of each document as a node; and according to the regional identifier marked on each document in the document library, each document in the document library is divided into a regional document set corresponding to the regional identifier, which not only improves the efficiency of document retrieval, but also facilitates the effective maintenance and management of documents, and significantly improves the efficiency of reference and maintenance.
[0077] In one or more embodiments, the document management device further includes: A first determining unit is used to determine a target document set matching a document search term input by a user from the document library of the hierarchical structure, wherein the target document set includes documents of at least one level; A second determining unit, configured to determine a level identifier corresponding to a level at which each document in the target document set is located, and determine an icon display type of each document according to the level identifier; A display unit is used to display each document in the target document set based on the icon display type of each document and the hierarchical relationship between each document.
[0078] In one or more embodiments, the first determining unit includes: A first determination module, configured to determine, according to a region identifier of a current user, a region document set corresponding to the region identifier; The search module is used to search the target document set that matches the document search term input by the current user from the regional document set.
[0079] In one or more embodiments, the search module includes: A determination subunit, configured to determine a recommendation order of each target document in the target document set according to the user profile of the current user; The screening subunit is used to screen the target documents to be displayed from the target document set according to a preset display number and the recommendation order.
[0080] In one or more embodiments, the document management device further includes: A third determining unit is used to determine a sequence document in the target document set, wherein the sequence document includes an original document and at least one version of a document obtained by revising the original document; The fourth determining unit is used to determine the difference content between each document in the sequence document, and display the difference content in each document with a preset mark.
[0081] In one or more embodiments, the document management device further includes: A fifth determining unit, configured to determine a storage expiration time corresponding to each document in the hierarchical document library according to a storage validity period corresponding to each level of the hierarchical document library; The sixth determining unit is used to update the storage validity period of the target document or configure the target document to an invalid state according to the approval instruction corresponding to the target document that has reached the storage end time.
[0082] In one or more embodiments, the document management device further includes: A first configuration unit, configured to set the storage validity period of a document of a temporary file type in the document library to a preset duration; The second configuration unit is used to configure a document of a temporary file type that reaches a storage termination time after the preset time period to an invalid state.
[0083] According to another aspect of the embodiment of the present application, an electronic device for implementing the above document management method is also provided. The electronic device may be Figure 1 The terminal device or server shown in the figure. This embodiment is described by taking the electronic device as a terminal device as an example. Figure 7 As shown, the electronic device includes a memory 702 and a processor 704. The memory 702 stores a computer program, and the processor 704 is configured to execute the steps in any of the above method embodiments through the computer program.
[0084] Optionally, in this embodiment, the electronic device may be at least one network device among a plurality of network devices of a computer network.
[0085] Optionally, in this embodiment, the processor may be configured to perform the following steps through a computer program: S1, constructing a document library with a hierarchical structure based on the hierarchical relationship between documents in the electronic document library and taking the unique identifier of each document as a node; S2, according to the work area identifier marked on each document in the document library of the hierarchical structure, divide each document in the document library into a regional document set corresponding to the work area identifier; wherein the work area identifier is the work area where the user with the operation authority of the electronic document library is located.
[0086] Alternatively, a person skilled in the art may understand that: Figure 7 The structure shown is for illustration only, and the electronic device may also be a terminal device such as a smart phone, a tablet computer, a PDA, and a mobile Internet device. Figure 7 The structure of the electronic device is not limited. Figure 7More or fewer components (such as network interfaces, etc.) as shown in, or with Figure 7 Different configurations shown.
[0087] Among them, the memory 702 can be used to store software programs and modules, such as the program instructions / modules corresponding to the document management method and device in the embodiment of the present application. The processor 704 executes various functional applications and document management by running the software programs and modules stored in the memory 702, that is, realizing the above-mentioned document management method. The memory 702 may include a high-speed random access memory, and may also include a non-volatile memory, such as one or more magnetic storage devices, flash memory, or other non-volatile solid-state memory. In some instances, the memory 702 may further include a memory remotely located relative to the processor 704, and these remote memories may be connected to the terminal via a network. Examples of the above-mentioned networks include, but are not limited to, the Internet, corporate intranets, local area networks, mobile communication networks, and combinations thereof. Among them, the memory 702 may specifically be, but is not limited to, used to store hierarchical document libraries and regional identifiers of documents. As an example, such as Figure 7 As shown, the memory 702 may include but is not limited to the construction unit 602 and the division unit 604 in the document management device. In addition, it may also include but is not limited to other module units in the document management device, which will not be described in detail in this example.
[0088] Optionally, the transmission device 706 is used to receive or send data via a network. Specific examples of the network may include a wired network and a wireless network. In one example, the transmission device 706 includes a network adapter (Network Interface Controller, NIC), which can be connected to other network devices and routers via a network cable so as to communicate with the Internet or a local area network. In one example, the transmission device 706 is a radio frequency (RF) module, which is used to communicate with the Internet wirelessly.
[0089] In addition, the electronic device further includes: a display 708 for displaying the hierarchical document library and the area identification of the document; and a connection bus 710 for connecting the various module components in the electronic device.
[0090] In other embodiments, the terminal device or server may be a node in a distributed system, wherein the distributed system may be a blockchain system, and the blockchain system may be a distributed system formed by connecting the multiple nodes through network communication. Among them, the nodes may form a peer-to-peer (P2P, Peer To Peer) network, and any form of computing device, such as a server, terminal and other electronic devices, may become a node in the blockchain system by joining the peer-to-peer network.
[0091] In one or more embodiments, the present application also provides a computer program product or computer program, which includes computer instructions stored in a computer-readable storage medium. A processor of a computer device reads the computer instructions from the computer-readable storage medium, and the processor executes the computer instructions, so that the computer device performs the above-mentioned document management method. The computer program is configured to execute the steps of any of the above-mentioned method embodiments when it is run.
[0092] Optionally, in this embodiment, the computer-readable storage medium may be configured to store a computer program for performing the following steps: S1, constructing a document library with a hierarchical structure based on the hierarchical relationship between documents in the electronic document library and taking the unique identifier of each document as a node; S2, according to the work area identifier marked on each document in the document library of the hierarchical structure, divide each document in the document library into a regional document set corresponding to the work area identifier; wherein the work area identifier is the work area where the user with the operation authority of the electronic document library is located.
[0093] Optionally, in this embodiment, a person of ordinary skill in the art may understand that all or part of the steps in the various methods of the above embodiments may be completed by instructing hardware related to the terminal device through a program, and the program may be stored in a computer-readable storage medium, and the storage medium may include: a flash drive, a read-only memory (ROM), a random access memory (RAM), a magnetic disk or an optical disk, etc.
[0094] The serial numbers of the above-mentioned embodiments of the present application are for description only and do not represent the advantages or disadvantages of the embodiments.
[0095] If the integrated units in the above embodiments are implemented in the form of software functional units and sold or used as independent products, they can be stored in the above computer-readable storage medium. Based on this understanding, the technical solution of the present invention, or the part that contributes to the prior art, or all or part of the technical solution can be embodied in the form of a software product, which is stored in a storage medium and includes several instructions for enabling one or more computer devices (which can be personal computers, servers or network devices, etc.) to execute all or part of the steps of the methods of various embodiments of the present invention.
[0096] In the above embodiments of the present invention, the description of each embodiment has its own emphasis. For parts that are not described in detail in a certain embodiment, reference can be made to the relevant descriptions of other embodiments.
[0097] In the several embodiments provided in the present application, it should be understood that the disclosed client can be implemented in other ways. Among them, the device embodiments described above are only schematic, for example, the division of units is only a logical function division, and there may be other division methods in actual implementation, for example, multiple units or components can be combined or integrated into another system, or some features can be ignored or not executed. Another point is that the mutual coupling or direct coupling or communication connection shown or discussed can be through some interfaces, indirect coupling or communication connection of units or modules, which can be electrical or other forms.
[0098] The units described as separate components may or may not be physically separated, and the components shown as units may or may not be physical units, that is, they may be located in one place or distributed on multiple network units. Some or all of the units may be selected according to actual needs to achieve the purpose of the solution of this embodiment.
[0099] In addition, each functional unit in each embodiment of the present invention may be integrated into one processing unit, or each unit may exist physically separately, or two or more units may be integrated into one unit. The above-mentioned integrated unit may be implemented in the form of hardware or in the form of software functional units.
[0100] The above are only preferred embodiments of the present invention. It should be pointed out that, for ordinary technicians in this technical field, several improvements and modifications can be made without departing from the principles of the present invention. These improvements and modifications should also be regarded as the scope of protection of the present invention.
[0101] The user information (including but not limited to user device information, user personal information, etc.) and data (including but not limited to data used for analysis, stored data, displayed data, etc.) involved in this application are all information and data authorized by the user or fully authorized by all parties, and the collection, use and processing of relevant data must comply with the relevant laws, regulations and standards of relevant countries and regions, and provide corresponding operation entrances for users to choose to authorize or refuse.
Claims
1. A document management method, characterized in that: include: According to the hierarchical relationship between the documents in the electronic document library, a hierarchical document library is constructed with the unique identifier of each document as a node; According to the area identifiers marked on each document in the hierarchical document library, each document in the document library is divided into a regional document set corresponding to the regional identifier; wherein the regional identifier is the working area where a user with operation authority of the electronic document library is located.
2. The method according to claim 1, characterized in that The method further comprises: Determining a target document set matching a document search term input by a user from the document library of the hierarchical structure, wherein the target document set includes documents of at least one level; Determine a level identifier corresponding to the level where each document in the target document set is located, and determine an icon display type of each document according to the level identifier; Based on the icon display type of each document and the hierarchical relationship between each document, each document in the target document set is displayed.
3. The method according to claim 2, characterized in that Determining a target document set matching a document search term input by a user from the document library of the hierarchical structure includes: According to the area identifier of the current user, determining a regional document set corresponding to the regional identifier; A target document set matching the document search term currently input by the user is searched from the regional document set.
4. The method according to claim 3, characterized in that: The step of searching the target document set matching the document search term currently input by the user from the regional document set includes: Determining the recommendation order of each target document in the target document set according to the user portrait of the current user; wherein the user portrait includes the historical search record of the current user; According to the preset display number and the recommendation order, the target documents to be displayed are screened from the target document set.
5. The method according to claim 3, characterized in that: The method further comprises: Determine a sequence document in the target document set, wherein the sequence document includes an original document and at least one version of a document obtained by revising the original document; The difference contents between the documents in the sequence of documents are determined, and the difference contents in the documents are displayed with preset identifiers.
6. The method according to any one of claims 1 to 5, characterized in that: The method further comprises: Determining the storage expiration time corresponding to each document in the document library of the hierarchical structure according to the storage validity period corresponding to each level of the document library of the hierarchical structure; According to the approval instruction corresponding to the target document that has reached the storage termination time, the storage validity period of the target document is updated, or the target document is configured to be in an invalid state.
7. The method according to claim 6, characterized in that The method further comprises: Setting the storage validity period of the temporary file type documents in the document library to a preset duration; A document of a temporary file type that reaches the storage termination time after the preset time period is configured as an invalid state.
8. A document management device, characterized in that: include: A construction unit, configured to construct a document library with a hierarchical structure according to the hierarchical relationship between the documents in the electronic document library and using the unique identifier of each document as a node; A division unit is used to divide each document in the document library of the hierarchical structure into a regional document set corresponding to the regional identifier according to the regional identifier marked on each document in the document library of the hierarchical structure; wherein the regional identifier is the working area where the user with the operation authority of the electronic document library is located.
9. An electronic device, comprising a memory and a processor, characterized in that: A computer program is stored in the memory, and the processor is configured to execute the method according to any one of claims 1 to 7 through the computer program.
10. A computer-readable storage medium, characterized in that: The computer-readable storage medium includes a stored program, wherein the program executes the method described in any one of claims 1 to 7 when executed.