Document intelligent management method and device and related medium
Through intelligent document management methods, the problem of low file management of nuclear power research projects is solved, and efficient document management and scientific research data sharing is achieved.
Patent Information
- Application Number
- CN202510172224.9
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2025-02-17
- Publication Date
- 2025-05-16
AI Technical Summary
The archive management efficiency of nuclear power research projects is low, and there are problems such as information islands, incomplete archives, and inefficient searches. Traditional manual classification and search methods are difficult to meet management needs.
Provide a smart document management method, including receiving basic project information input by users, creating project projects, receiving and storing project supplementary information, assigning tasks according to task plan, recording progress information, obtaining result data and updating progress information, and closing project projects in a timely manner.
Through the intelligent document management process, the efficiency of document management is improved, manual intervention is reduced, the security and consistency of documents are enhanced, and the efficient utilization and sharing of scientific research data is promoted.
Smart Images

Figure CN120013193A_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to the technical field of nuclear power data processing, and in particular to a document intelligent management method, device and related media. Background Art
[0002] Nuclear power research project archives are an important part of scientific research activities and are of great value to scientific research task deployment, project organization and implementation, and technical route selection. However, with the increase in scientific research projects, scientific research archive management faces problems such as information islands, incomplete archiving, and inefficient retrieval. Traditional manual classification and retrieval methods are difficult to meet management needs.
[0003] Although the existing scientific research archive management system has introduced information technology, there are still problems such as archive management focusing on scientific research rather than management, insufficient knowledge mining of scientific research electronic archives, and lack of long-term management mechanism. The collection, organization and archiving of scientific research process documents lack unified standards, resulting in low information utilization and limited scientific research data sharing. Therefore, there is an urgent need for a document intelligent management method to improve document management efficiency. Summary of the invention
[0004] The embodiments of the present invention provide a document intelligent management method, device and related media, aiming to solve the problem of low efficiency of archive management of nuclear power scientific research projects in the prior art.
[0005] In a first aspect, an embodiment of the present invention provides a method for intelligent document management, comprising:
[0006] Receive basic subject information input by the user and create corresponding subject projects;
[0007] Receive and store topic supplementary information related to the topic project; wherein the topic supplementary information includes topic members and topic task plan;
[0008] Assign tasks to corresponding project members according to the project task plan, and record project progress information during task execution;
[0009] Obtain the subsequent achievement data of the subject project and update it to the subject progress information according to the preset classification;
[0010] When the project is completed, close the process of the project.
[0011] In a second aspect, an embodiment of the present invention provides a document intelligent management device, including:
[0012] The data receiving unit is used to receive the basic information of the subject input by the user and create the corresponding subject project;
[0013] A data supplement unit, used to receive and store subject supplement information related to the subject project; wherein the subject supplement information includes subject members and subject task plan;
[0014] A data allocation unit, used to allocate tasks to corresponding subject members according to the subject task plan, and record subject progress information during task execution;
[0015] A data updating unit, used to obtain subsequent achievement data of the subject project and update it to the subject progress information according to a preset classification;
[0016] The data settlement unit is used to close the process of the subject project after the subject project is completed.
[0017] In a third aspect, an embodiment of the present invention provides a computer device comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein the processor implements the intelligent document management method of the first aspect when executing the computer program.
[0018] In a fourth aspect, an embodiment of the present invention provides a computer-readable storage medium, wherein a computer program is stored on the computer-readable storage medium, and when the computer program is executed by a processor, the document intelligent management method of the first aspect is implemented.
[0019] The embodiment of the present invention provides a method for intelligent document management, including receiving basic subject information input by a user and creating a corresponding subject project; receiving and storing subject supplementary information related to the subject project; wherein the subject supplementary information includes subject members and subject task plans; assigning tasks to corresponding subject members according to the subject task plans, and recording subject progress information during task execution; obtaining subsequent achievement data of the subject project, and updating the subject progress information according to preset classifications; and closing the process of the subject project after the subject project is completed. The present invention uses the subject task plan to assign tasks to corresponding subject members, and after obtaining subsequent achievement data of the subject project, updates the subject progress information according to preset classifications, thereby greatly improving the efficiency of document management.
[0020] The embodiment of the present invention also provides a document intelligent management device, a computer device and a storage medium, which also have the above-mentioned beneficial effects. BRIEF DESCRIPTION OF THE DRAWINGS
[0021] In order to more clearly illustrate the technical solutions of the embodiments of the present invention, the accompanying drawings required for use in the description of the embodiments will be briefly introduced below. Obviously, the accompanying drawings described below are some embodiments of the present invention. For ordinary technicians in this field, other accompanying drawings can be obtained based on these accompanying drawings without paying any creative work.
[0022] Figure 1 A flowchart of a method for intelligent document management provided by an embodiment of the present invention;
[0023] Figure 2 Another flowchart of a method for intelligent document management provided by an embodiment of the present invention;
[0024] Figure 3 A schematic block diagram of a document intelligent management device provided in an embodiment of the present invention. DETAILED DESCRIPTION
[0025] The following will be combined with the drawings in the embodiments of the present invention to clearly and completely describe the technical solutions in the embodiments of the present invention. Obviously, the described embodiments are part of the embodiments of the present invention, not all of the embodiments. Based on the embodiments of the present invention, all other embodiments obtained by ordinary technicians in this field without creative work are within the scope of protection of the present invention.
[0026] It should be understood that when used in this specification and the appended claims, the terms "include" and "comprises" indicate the presence of described features, integers, steps, operations, elements and / or components, but do not exclude the presence or addition of one or more other features, integers, steps, operations, elements, components and / or combinations thereof.
[0027] It should also be understood that the terms used in this specification of the present invention are only for the purpose of describing specific embodiments and are not intended to limit the present invention. As used in the specification of the present invention and the appended claims, unless the context clearly indicates otherwise, the singular forms "a", "an" and "the" are intended to include plural forms.
[0028] It should be further understood that the term "and / or" used in the present description and the appended claims refers to any and all possible combinations of one or more of the associated listed items, and includes these combinations.
[0029] See below Figure 1 , Figure 1 A flowchart of a document intelligent management method provided by an embodiment of the present invention specifically includes: steps S101 to S105.
[0030] S101, receiving basic subject information input by the user, and creating a corresponding subject project;
[0031] S102, receiving and storing subject supplementary information related to the subject project; wherein the subject supplementary information includes subject members and subject task plan;
[0032] S103, assigning tasks to corresponding project members according to the project task plan, and recording project progress information during task execution;
[0033] S104, obtaining the subsequent achievement data of the subject project, and updating it to the subject progress information according to the preset classification;
[0034] S105. When the subject project is completed, close the process of the subject project.
[0035] In step S101, the basic information of the subject input by the user is received, and the corresponding subject project is created accordingly. The basic information of the subject includes the subject name, subject code, subject person in charge, subject contact person, subject member, subject category and ledger type, etc. When creating a subject project, a unique subject code can be automatically assigned to the subject according to the internal management requirements of the unit. In addition, the user can select the subject category when creating the subject project, such as scientific research subject, standard subject, pre-research subject, etc., for subsequent management and archiving.
[0036] In one embodiment, the step S101 includes:
[0037] Generate a subject code with multiple fields using the coding numbering rules; wherein the fields of the subject code include fixed letters, floating letters, years, symbols and serial numbers;
[0038] After the subject code is generated, the subject code is associated with the basic information of the subject to complete the creation of the subject project.
[0039] In this embodiment, a unique topic code is generated for each topic project based on the preset coding rules. The topic code consists of multiple fields, including fixed letters, floating letters, years, symbols and serial numbers. The specific rules for each field are as follows:
[0040] Fixed letters (such as K-): Indicates that the code belongs to the standard format of the subject management system, ensuring that all subject coding formats are unified;
[0041] Flowing letters (such as A, B, C, E, Y, etc.): represent the subject category;
[0042] Year (e.g. 20XX): identifies the specific year in which the project was established, for ease of filing and management;
[0043] Symbols (such as "."): used as separators to improve the readability of the code;
[0044] Serial number (such as XXX): It is generated incrementally according to the number of projects created in the current year to ensure the uniqueness of each project. For example, the 10th capacity building project created in 2025 can be coded as K-E2025.010.
[0045] Furthermore, according to the subject category and project establishment year input by the user, the corresponding fixed letters, floating letters and years are automatically filled in, and a new unique code is dynamically generated in combination with the existing subject codes in the database.
[0046] After generating a unique project code, associate the project code with the corresponding basic project information to complete the creation of the project. In the subsequent research process, the project leader and authorized researchers can quickly query the detailed information of the project through the project code, and perform task allocation, progress tracking and achievement archiving.
[0047] For practical applications, please refer to the examples in Table 1 below:
[0048]
[0049]
[0050] Table 1
[0051] In step S102, after the subject project is created, the subject supplementary information related to the subject project is received and stored. The subject supplementary information includes subject member information and subject task plan, as well as subject description, subject approver change, subject task book upload, planning book upload, overall file upload, input file upload, subject IED file list import, and completion date. Subject member information includes subject leader, main researchers and participants, and supports adjustment or addition of members. Subject task plan includes task description, expected completion time, key nodes and corresponding responsible persons. In this process, the system provides a visual task management interface, allowing users to intuitively view task assignments and adjust subject task plans to ensure the smooth progress of the subject.
[0052] In order to enter the corresponding project progress, when supplementing the project information, the project contact person can also split the task into specific tasks according to the plan, result type, and year. For practical application, please refer to the example in Table 2 below:
[0053]
[0054] Table 2
[0055] In step S103, tasks can be assigned to corresponding project members according to the set project task plan, and project progress information during task execution can be recorded. Researchers can submit task execution status through the system, including experimental data, phased research results, meeting minutes, etc., and can upload relevant documents, pictures or video materials. The system will time-mark these data for subsequent tracing. During the task execution process, the system can provide a progress reminder function and support researchers to fill in progress reports to ensure the standardization and traceability of project management.
[0056] In step S104, during the research process, researchers will gradually form research results, such as technical reports, papers, patent applications, product design plans, etc. These results data can be obtained and updated to the project progress information according to the preset classification rules. For example, intelligent classification can be performed according to document type, research topic, application field, etc., and associated indexes can be established for subsequent rapid retrieval and call. At the same time, the system supports version management of results data to ensure that the original information is not lost during iterative updates of research results, thereby improving the integrity and security of archive management.
[0057] In step S105, when the project is completed, the project leader or scientific research manager can submit a project closure application in the system. The system will review the task completion, results submission and file filing of the project to ensure that all necessary scientific research documents have been sorted out. After approval, the project will be closed and all relevant scientific research documents will be archived to a long-term repository for subsequent review and use. Closed project is still available for inquiry, and researchers can retrieve archived scientific research results through the system to achieve efficient reuse of scientific research data.
[0058] In one embodiment, the document intelligent management method further includes:
[0059] Create a collaborative editing task and receive the editing text information entered by the user;
[0060] After receiving collaborative editing requests from multiple users, modify the edited text information;
[0061] When receiving a document merging request from a user, parsing the edited text information and sorting and merging the edited text information based on a preset merging rule;
[0062] Generate the merged new edit text information, associate the new edit text information with the subject project, and store it in the document management module.
[0063] In this embodiment, when the scientific research team needs to jointly write a scientific research report, technical document or paper, the user is allowed to create a collaborative editing task and enter the initial editing text information. The user can specify the collaborative editing project, document title and scientific research members involved in the editing, and the system will automatically generate a unique task identifier for subsequent tracking and management. After the collaborative editing task is created, the collaborative editing requests from multiple users are monitored, and corresponding editing permissions are assigned to each user. Users can modify the text content in the online editing interface provided by the system, and support adding annotations, marking key content or performing version backtracking. The system will record all editing operations in the background and provide real-time synchronization functions to ensure that each user's modifications can be updated in time to avoid version conflicts.
[0064] When a user submits a document merge request, the system will parse all edited text information, sort and merge it based on the preset merge rules. The merge rules include: arranging edited text information in chronological order to ensure that the latest modified version is given priority; when there is an edit conflict, the edit content of the project leader or designated member shall prevail; based on natural language processing (NLP) technology, the text similarity is analyzed, similar content is intelligently merged, and redundant information is automatically eliminated. During the merge process, the system will also standardize the text format, paragraph structure and data references to ensure the consistency and readability of the final document.
[0065] After the parsing, sorting and merging of the edited text information are completed, new edited text information is generated and associated with the corresponding subject project. The generated documents can be stored in the document management module for researchers to download, further edit or submit for archiving. At the same time, the system also supports document version management, ensuring that users can trace back to historical versions at any time and restore the edited content at a specific time point.
[0066] In one embodiment, the document intelligent management method further includes:
[0067] Receive a query request input by a user; wherein the query request includes a subject query, a process query, a review order query, a funding order query, a plan feedback query, and an achievement query;
[0068] Performing data retrieval according to the query request and generating query results;
[0069] When the user selects the query result, the associated information of the query result is parsed, and the user's access scope is controlled according to a preset authority scope.
[0070] In this embodiment, a query request input by a user is received, and the query request includes:
[0071] Project Query: Retrieve project information, including basic project information, task plan, person in charge, members, and research progress;
[0072] Process query: Track the process status of scientific research projects, including project establishment, review, task allocation, task execution and archiving;
[0073] Review form query: query the review forms involved in the scientific research project process, such as technical review reports, phased acceptance forms, etc., to track the approval progress;
[0074] Funding request form query: search for funding information of scientific research projects, including budget preparation, expenditure records, etc.
[0075] Plan feedback inquiry: query the progress of scientific research tasks and plan adjustments to ensure that the project is advanced according to the predetermined goals;
[0076] Achievement Query: Search for scientific research achievements, such as patents, papers, product development, technical services, etc., and support filtering by subject, time, category, etc.;
[0077] Users can enter keywords or select filter conditions in the query interface, and the system will start data retrieval after parsing the query request;
[0078] Furthermore, a search operation is performed according to the user's query request, and a query result is generated. The search method includes:
[0079] Keyword matching: Search for relevant scientific research archives based on the keywords entered by the user;
[0080] Fuzzy search: Applicable to situations where the user is uncertain about the complete information, such as searching for a partial topic name or a fuzzy time range;
[0081] Multi-condition screening: Combine multiple query conditions, such as screening by subject category, time, person in charge, etc., to improve search accuracy;
[0082] Full-text search: supports searching the text content of stored documents, allowing users to quickly locate the information they need.
[0083] The query results are displayed in a list or table format, with basic information (such as subject number, title, update time, etc.). Users can click to enter the details page to view specific content.
[0084] When the user selects a query result to view details, the system parses the associated information of the query result and controls the access scope according to the user's permissions. Specifically, different permissions are assigned according to user identities (such as project leaders, scientific research managers, ordinary scientific research members, etc.). For example, project leaders can view complete scientific research files, and ordinary members can only access public data. For scientific research files involving confidential information, sensitive fields are automatically hidden to ensure that unauthorized users cannot access them. When the project leader adjusts the permissions of scientific research members or the system updates the permission policy, the query access permissions are changed synchronously. Users can browse, download or further operate the queried scientific research files within the scope of their permissions. At the same time, the system records the user's query log to ensure the traceability and security of data access.
[0085] In one embodiment, the document intelligent management method further includes:
[0086] Create a knowledge warehouse module and receive new knowledge information and new question information input by users respectively;
[0087] Storing the newly added knowledge information and the newly added question information in the knowledge warehouse module;
[0088] The information in the knowledge warehouse module is managed and updated, and the search display method is optimized according to user needs.
[0089] In this embodiment, the knowledge warehouse module is used to centrally store and manage the knowledge resources formed in the scientific research process. According to the scientific research field, subject category or project type, the knowledge is managed in layers, such as experimental methods, research results, technical specifications, policies and regulations, etc. Different access rights are set for different users (such as project leaders, scientific research members, and managers) to ensure the security of knowledge resources. A visual knowledge entry interface is provided, which supports text, pictures, tables and multimedia formats, facilitating efficient input and management by users.
[0090] Researchers can submit new knowledge information and new problem information through the system, which will be received and stored. New knowledge information includes experimental methods, technical solutions, scientific research results summary and other content. Users can select appropriate knowledge categories and add tags for subsequent retrieval. New problem information is aimed at difficult problems encountered in the scientific research process. Users can submit problem descriptions and allow other researchers to discuss, answer or provide relevant literature support. After receiving the information submitted by the user, it will automatically format and archive the content to the corresponding knowledge category according to the set knowledge classification rules, thereby improving the structured management level of the knowledge base.
[0091] Furthermore, the new knowledge and question information stored in the knowledge warehouse module can be managed and updated in the following ways: for updated knowledge content, the system generates a new version and retains historical records so that users can trace the evolution of knowledge; users can answer new questions in the knowledge warehouse, and the system supports sorting by answer quality to ensure that the best answers are displayed first. Researchers can rate and comment on knowledge items, and the system optimizes the order of knowledge display based on the ratings to improve the visibility of high-value knowledge.
[0092] Furthermore, according to user needs, knowledge retrieval and display optimization functions can be provided, including:
[0093] Keyword search: supports full-text search and fuzzy query. Users can enter keywords to quickly find relevant knowledge items.
[0094] Tag filtering: filtering based on knowledge categories and custom tags to improve query accuracy;
[0095] Intelligent recommendation: The system automatically recommends relevant knowledge based on the user's query records and areas of interest, thereby improving knowledge utilization.
[0096] In one embodiment, the document intelligent management method further includes:
[0097] Create a ledger management module and receive the fund usage information related to the subject project; wherein the fund usage information includes fund usage overview, fund budget details, fund annual usage details and national fund records;
[0098] Import the subject project into the ledger management module for ledger management tracking.
[0099] In this embodiment, the ledger management module is used to store and manage the funding usage information of scientific research projects. Specifically, the ledger management module can provide the overall funding usage of the project, including data such as the total budget, the amount used, and the remaining funds. Detailed records of the budget allocation for each stage of the project, including equipment procurement, material costs, travel expenses, labor costs, etc. Divide the usage records of scientific research funds by year to ensure that scientific research management personnel can clearly view the flow of funds and make reasonable funding plans. It is also possible to record the use of state-allocated funds for scientific research projects funded by the group to ensure that the funds meet relevant policy requirements.
[0100] During the execution of the project, the system can input or import information on the use of funds, including: the initial budget data when the project is established, such as the funding plan reported by the project leader; the actual expenditure during the execution of the project, the system supports entry by expense category, and can attach financial vouchers, invoices and other attachments; the audit record of the use of phased funds, the scientific research management department can review whether the expenditure of funds is in line with the project budget, and record the approval results. The system will format the input funding data and automatically archive it to the corresponding ledger record according to the project number for subsequent query and analysis.
[0101] Furthermore, by associating the subject project with the ledger management module, the whole process tracking of fund usage can be realized. It supports real-time updating of fund expenditure records to ensure that the project leader and scientific research management department can obtain the latest fund usage at any time. When the use of a certain fund exceeds the budget or the remaining funds are insufficient, the system can generate an early warning notification to remind scientific researchers to reasonably adjust the fund planning. It can also provide a chart analysis function for fund usage, intuitively display the fund allocation situation, support statistical analysis by subject, year or expense category, and improve the management efficiency of scientific research funds.
[0102] In one embodiment, the document intelligent management method further includes:
[0103] Define multiple user roles and grant different permissions based on the user roles; the user roles include project leader, project contact, project member, scientific research leader, departmental scientific research management engineer, institute scientific research management engineer and visitor;
[0104] The project leader and project contact are respectively granted the first operation authority; wherein the first operation authority includes editing project information, distributing tasks, urging tasks, editing and reviewing, and reporting statistics;
[0105] Granting the scientific research leader a second operating authority, wherein the second operating authority includes viewing the completion status of all projects and document publication status within the department;
[0106] Granting the department's scientific research management engineer the third operating authority, wherein the third operating authority includes creating new projects, managing project serial numbers, report generation and statistical tasks;
[0107] Granting the scientific research management engineer of the institute a fourth operating authority; wherein the fourth operating authority includes reviewing and modifying the institute's projects, generating institute's projects and ledger reports;
[0108] Granting the project members the fifth operating authority; wherein the fifth operating authority includes editing and reviewing the proofreading form and the funding form, checking the project completion status, document publishing status and task distribution;
[0109] The visitor is granted a sixth operating permission, wherein the sixth operating permission includes only being able to search and view archived non-confidential files and apply to view confidential files.
[0110] In this embodiment, multiple user roles are set for document management, and different roles have different permissions to meet the hierarchical requirements of scientific research management. User roles include:
[0111] Project leader: responsible for the overall management and progress of the project;
[0112] Project contact person: assist the project leader in handling daily management affairs;
[0113] Project members: responsible for the execution of project tasks, and participate in document writing and approval;
[0114] Leader in charge of scientific research: responsible for the overall management and supervision of scientific research projects;
[0115] Departmental scientific research management engineer: responsible for the management and statistical analysis of the department's projects;
[0116] Institute Scientific Research Management Engineer: Responsible for the management, review and report statistics of scientific research projects throughout the institute;
[0117] Visitors: Limited to external or non-scientific research management personnel who are inquiring about non-confidential documents.
[0118] Furthermore, different permissions are granted according to the scope of responsibilities of the user role, as follows:
[0119] The first operation authority (project leader, project contact person), including:
[0120] Edit project information: modify basic project information, such as research objectives, member list, task division, etc.;
[0121] Distribute tasks: assign scientific research tasks to project members and set deadlines for tasks;
[0122] Task urging: Track task progress and remind overdue tasks;
[0123] Editing and review: review the scientific research reports, technical documents and related data submitted by project members;
[0124] Report statistics: Export statistical reports on project progress, funding usage and research results.
[0125] The second operating authority (leader in charge of scientific research) includes:
[0126] Check the completion status of all projects within the department: research progress of each project, submission of results, etc.;
[0127] Check document publishing status: supervise the writing, review and final archiving of scientific research documents to ensure standardized management of research results.
[0128] The third level of operation authority (departmental scientific research management engineer) includes:
[0129] New topic: create a new topic in the system and configure related parameters;
[0130] Manage project serial numbers: assign unique codes to newly created projects to ensure project numbering is standardized;
[0131] Report generation: Generate scientific research management statistical reports based on subject data;
[0132] Statistical tasks: collect and analyze the execution of scientific research tasks and provide data support.
[0133] The fourth operating authority (institute scientific research management engineer) includes:
[0134] Review and modify all research projects: review all research projects and adjust relevant parameters as needed;
[0135] Generate reports on projects and ledgers for the entire institute: Summarize the research project data of the entire institute and generate project statistical reports and ledger files.
[0136] The fifth operating authority (project member) includes:
[0137] Editing and reviewing the proofreading form and funding proposal form: responsible for the review, revision and submission of opinions on scientific research results;
[0138] Check the completion status of the project: check the research progress and results submission status of the project;
[0139] View document publication status: access submitted scientific research reports, papers, patents and other related documents;
[0140] Task distribution: Receive tasks assigned by the project leader and perform related research work.
[0141] The sixth operating authority (visitor) includes:
[0142] Search and view non-confidential documents: search and browse archived public scientific research documents;
[0143] Apply to view confidential documents: For confidential scientific research materials, visitors can submit access applications, which must be reviewed and approved by the scientific research management department before they can be viewed.
[0144] When a user logs in, the corresponding role permissions are automatically matched according to their account information to ensure that different users can only access and operate scientific research data within their permissions. The system divides permissions according to roles to ensure that users at different levels can only access scientific research information within their functional scope. All user operations are recorded to ensure that data access is traceable and improve system security. When the project leader or scientific research management department adjusts user permissions, the system can update the permission configuration in real time to ensure that the latest permissions take effect.
[0145] Combination Figure 2 As shown, in practical applications, you can refer to Figure 2 It covers the entire process from the initial creation of the project to the execution of the task, including the allocation of responsibilities and authorities to multiple roles such as the project leader (equivalent to the project contact person), project management engineer (i.e. project member), department leader (i.e. scientific research leader), and scientific research team (i.e. department scientific research management engineer, institute scientific research management engineer).
[0146] The following is a detailed description of the process:
[0147] First, the process starts with the project leader (or assistant) initiating a task, who needs to provide the project management engineer with basic information about the project. The work at this stage is mainly the responsibility of the project leader, which includes preliminary research and information preparation for the project. The project leader submits relevant data (such as project name, objectives, members, etc.) through the system and prepares for subsequent task assignments.
[0148] Next, after receiving the basic information of the project, the project management engineer will conduct a preliminary review. This step is divided into two different paths: If the review is passed, the project management engineer will start the subsequent tasks based on the reviewed information and continue to apply to the department leader for approval of the execution of the task. If the review is not passed, the project management engineer will make a modification request, requiring the project leader to supplement or correct the information and resubmit it.
[0149] Next, the department leader reviews the project application submitted by the project management engineer to determine whether it meets the department and scientific research management requirements. At this point, the department leader has two options: Agree, the task is approved, and the scientific research team members begin to perform the corresponding scientific research work. Disagree, if the task content is inconsistent or needs to be modified, the department leader will request further modification or adjustment and resubmit for approval.
[0150] Next, after the department leader approves the execution of the project task, the research team will start the actual work. The project members will perform various research tasks according to the task division assigned by the project leader. At this time, the research leader and the project leader need to monitor the progress of the task to ensure that the task is executed as planned.
[0151] Next, when all the project tasks are completed, the research team will submit the work results. The project leader and project management engineer will conduct the final acceptance of the project results and close the task. At this time, all relevant documents and data will be sorted and archived. The project leader has the right to apply for closing the project after completing the task, and the relevant reports and documents will be archived in the research management system.
[0152] Of course, in some cases, changes may be required during the execution of a project. For example, the project leader or research team may apply to change the content of the project or adjust the research direction. At this time, the system will generate a corresponding task change application, which will be implemented after approval by managers at all levels.
[0153] The present invention improves the efficiency and accuracy of document management through intelligent document management, reduces manual intervention, reduces error rates, and enhances the security and consistency of documents. The method improves the document management process to ensure that scientific research documents and materials are efficiently managed and used throughout the scientific research process, thereby improving the overall efficiency and quality of scientific research work.
[0154] In addition, the present invention also strengthens the knowledge mining of scientific research documents and improves the utilization efficiency of information resources. By establishing a document material process management process with nuclear power major special scientific research project documents as the core, it not only ensures the long-term preservation of scientific research results, but also effectively promotes the development and utilization of intellectual resources. With the help of the intelligent retrieval system, users can quickly retrieve the required scientific research documents through keywords, semantic queries and other methods, greatly improving the speed and accuracy of information acquisition.
[0155] At the same time, the present invention also realizes document version control and permission management, ensuring the security and consistency of documents throughout their life cycle. This management method provides scientific research teams with convenient, accurate and systematic archival knowledge services, making the storage, access and sharing of scientific research data more standardized and efficient.
[0156] Combination Figure 3 As shown, Figure 3 A schematic block diagram of a document intelligent management device provided by an embodiment of the present invention, the document intelligent management device 300 includes:
[0157] The data receiving unit 301 is used to receive basic information of the subject input by the user and create a corresponding subject project;
[0158] The data supplement unit 302 is used to receive and store the subject supplement information related to the subject project; wherein the subject supplement information includes subject members and subject task plan;
[0159] The data allocation unit 303 is used to allocate tasks to corresponding subject members according to the subject task plan and record subject progress information during task execution;
[0160] The data updating unit 304 is used to obtain the subsequent achievement data of the subject project and update it to the subject progress information according to the preset classification;
[0161] The data settlement unit 305 is used to close the process of the subject project after the subject project is completed.
[0162] In this embodiment, the data receiving unit 301 receives the basic information of the subject input by the user and creates a corresponding subject project; the data supplementing unit 302 receives and stores the subject supplementing information related to the subject project; wherein the subject supplementing information includes subject members and subject task plan; the data allocation unit 303 allocates tasks to the corresponding subject members according to the subject task plan, and records the subject progress information during the task execution; the data updating unit 304 obtains the subsequent results data of the subject project, and updates it to the subject progress information according to the preset classification; the data settlement unit 305 closes the process of the subject project after the subject project is completed.
[0163] In one embodiment, the document intelligent management device 300 further includes:
[0164] A task creation unit, used to create a collaborative editing task and receive editing text information input by the user;
[0165] A text modification unit, configured to modify the edit text information after receiving collaborative editing requests from multiple users;
[0166] A text merging unit, configured to parse the edited text information and sort and merge the edited text information based on a preset merging rule upon receiving a document merging request from a user;
[0167] The text association unit is used to generate merged new edited text information, associate the new edited text information with the subject project, and store it in the document management module.
[0168] In one embodiment, the document intelligent management device 300 further includes:
[0169] A request receiving unit, used to receive a query request input by a user; wherein the query request includes a subject query, a process query, a review order query, a funding order query, a plan feedback query and an achievement query;
[0170] A query generation unit, used to perform data retrieval according to the query request and generate query results;
[0171] The scope control unit is used to parse the associated information of the query result when the user selects the query result, and control the user's access scope according to a preset permission scope.
[0172] In one embodiment, the data receiving unit 301 includes:
[0173] A code generation unit, used to generate a subject code with multiple fields using a code numbering rule; wherein the fields of the subject code include fixed letters, floating letters, years, symbols and serial numbers;
[0174] The coding association unit is used to associate the subject code with the basic information of the subject after generating the subject code, so as to complete the creation of the subject project.
[0175] In one embodiment, the document intelligent management device 300 further includes:
[0176] The warehouse establishment unit is used to create a knowledge warehouse module and receive the new knowledge information and new question information input by the user respectively;
[0177] An information storage unit, used for storing the newly added knowledge information and the newly added question information in the knowledge warehouse module;
[0178] The warehouse updating unit is used to manage and update the information in the knowledge warehouse module and optimize the search display method according to user needs.
[0179] In one embodiment, the document intelligent management device 300 further includes:
[0180] A ledger creation unit is used to create a ledger management module and receive the fund usage information related to the subject project; wherein the fund usage information includes a fund usage overview, fund budget details, fund annual usage details and national fund records;
[0181] The ledger management unit is used to import the subject project into the ledger management module for ledger management tracking.
[0182] In one embodiment, the document intelligent management device 300 further includes:
[0183] A permission creation unit, used to define multiple user roles and grant different permissions according to the user roles; wherein the user roles include project leader, project contact person, project member, scientific research leader, departmental scientific research management engineer, institute scientific research management engineer and visitor;
[0184] The first permission unit is used to grant the subject leader and subject contact a first operation permission respectively; wherein the first operation permission includes editing subject information, distributing tasks, urging tasks, editing and reviewing, and reporting statistics;
[0185] The second authority unit is used to grant the scientific research leader a second operation authority, wherein the second operation authority includes viewing the completion status of all projects in the department and the publication status of documents;
[0186] A third authority unit is used to grant the department's scientific research management engineer a third operation authority, wherein the third operation authority includes creating new projects, managing project serial numbers, report generation and statistical tasks;
[0187] The fourth authority unit is used to grant the scientific research management engineer of the institute a fourth operation authority; wherein the fourth operation authority includes reviewing and modifying the projects of the whole institute, generating the projects of the whole institute and the ledger report;
[0188] The fifth authority unit is used to grant the project members the fifth operation authority; wherein the fifth operation authority includes the editing and approval of the proofreading form and the funding form, checking the completion status of the project, the publication status of the document and the distribution of tasks;
[0189] The sixth permission unit is used to grant the visitor a sixth operation permission, wherein the sixth operation permission includes only being able to search and view archived non-confidential files and apply to view confidential files.
[0190] Since the embodiments of the apparatus part correspond to the embodiments of the method part, please refer to the description of the embodiments of the method part for the embodiments of the apparatus part, which will not be repeated here.
[0191] The embodiment of the present invention further provides a computer-readable storage medium on which a computer program is stored, and when the computer program is executed, the steps provided in the above embodiment can be implemented. The storage medium may include: a USB flash drive, a mobile hard disk, a read-only memory (ROM), a random access memory (RAM), a magnetic disk or an optical disk, and other media that can store program codes.
[0192] The embodiment of the present invention also provides a computer device, which may include a memory and a processor, wherein a computer program is stored in the memory, and when the processor calls the computer program in the memory, the steps provided in the above embodiment may be implemented. Of course, the computer device may also include various network interfaces, power supplies and other components.
[0193] The various embodiments in the specification are described in a progressive manner, and each embodiment focuses on the differences from other embodiments. The same and similar parts between the various embodiments can be referred to each other. For the system disclosed in the embodiment, since it corresponds to the method disclosed in the embodiment, the description is relatively simple, and the relevant parts can be referred to the method part description. It should be pointed out that for ordinary technicians in this technical field, without departing from the principles of this application, several improvements and modifications can be made to the present application, and these improvements and modifications also fall within the scope of protection of the claims of this application.
[0194] It should also be noted that, in this specification, relational terms such as first and second, etc. are only used to distinguish one entity or operation from another entity or operation, and do not necessarily require or imply any such actual relationship or order between these entities or operations. Moreover, the terms "comprises", "comprising" or any other variants thereof are intended to cover non-exclusive inclusion, so that a process, method, article or device including a series of elements includes not only those elements, but also other elements not explicitly listed, or also includes elements inherent to such process, method, article or device. In the absence of further restrictions, an element defined by the statement "comprising a ..." does not exclude the presence of other identical elements in the process, method, article or device including the element.
Claims
1. A method for intelligent document management, characterized in that: include: Receive basic subject information input by the user and create corresponding subject projects; Receive and store topic supplementary information related to the topic project; wherein the topic supplementary information includes topic members and topic task plan; Assign tasks to corresponding project members according to the project task plan, and record project progress information during task execution; Obtain the subsequent achievement data of the subject project and update it to the subject progress information according to the preset classification; When the subject project is completed, close the process of the subject project.
2. The intelligent document management method according to claim 1, characterized in that: Also includes: Create a collaborative editing task and receive the editing text information entered by the user; After receiving collaborative editing requests from multiple users, modify the edited text information; When receiving a document merging request from a user, parsing the edited text information and sorting and merging the edited text information based on a preset merging rule; Generate the merged new edit text information, associate the new edit text information with the subject project, and store it in the document management module.
3. The intelligent document management method according to claim 1, characterized in that: Also includes: Receive a query request input by a user; wherein the query request includes a subject query, a process query, a review order query, a funding order query, a plan feedback query, and an achievement query; Performing data retrieval according to the query request and generating query results; When the user selects the query result, the associated information of the query result is parsed, and the user's access scope is controlled according to a preset authority scope.
4. The intelligent document management method according to claim 1, characterized in that: The receiving of basic subject information input by the user and the creation of corresponding subject projects include: Generate a subject code with multiple fields using the coding numbering rules; wherein the fields of the subject code include fixed letters, floating letters, years, symbols and serial numbers; After the subject code is generated, the subject code is associated with the basic information of the subject to complete the creation of the subject project.
5. The intelligent document management method according to claim 1, characterized in that: Also includes: Create a knowledge warehouse module and receive new knowledge information and new question information input by users respectively; Storing the newly added knowledge information and the newly added question information in the knowledge warehouse module; The information in the knowledge warehouse module is managed and updated, and the search display method is optimized according to user needs.
6. The intelligent document management method according to claim 1, characterized in that: Also includes: Create a ledger management module and receive the fund usage information related to the subject project; wherein the fund usage information includes fund usage overview, fund budget details, fund annual usage details and national fund records; Import the subject project into the ledger management module for ledger management tracking.
7. The intelligent document management method according to claim 1, characterized in that: Also includes: Define multiple user roles and grant different permissions based on the user roles; the user roles include project leader, project contact, project member, scientific research leader, departmental scientific research management engineer, institute scientific research management engineer and visitor; The project leader and project contact are respectively granted the first operation authority; wherein the first operation authority includes editing project information, distributing tasks, urging tasks, editing and reviewing, and reporting statistics; Granting the scientific research leader a second operating authority, wherein the second operating authority includes viewing the completion status of all projects and document publication status within the department; Granting the department's scientific research management engineer the third operating authority, wherein the third operating authority includes creating new projects, managing project serial numbers, report generation and statistical tasks; Granting the scientific research management engineer of the institute a fourth operating authority; wherein the fourth operating authority includes reviewing and modifying the institute's projects, generating institute's projects and ledger reports; Granting the project members the fifth operating authority; wherein the fifth operating authority includes editing and reviewing the proofreading form and the funding form, checking the project completion status, document publishing status and task distribution; The visitor is granted a sixth operating permission, wherein the sixth operating permission includes only being able to search and view archived non-confidential files and apply to view confidential files.
8. A document intelligent management device, characterized in that: include: The data receiving unit is used to receive the basic information of the subject input by the user and create the corresponding subject project; A data supplement unit, used to receive and store subject supplement information related to the subject project; wherein the subject supplement information includes subject members and subject task plan; A data allocation unit, used to allocate tasks to corresponding subject members according to the subject task plan, and record subject progress information during task execution; A data updating unit, used to obtain subsequent achievement data of the subject project and update it to the subject progress information according to a preset classification; The data settlement unit is used to close the process of the subject project after the subject project is completed.
9. A computer device, characterized in that: It includes a memory, a processor, and a computer program stored in the memory and executable on the processor. When the processor executes the computer program, it implements the document intelligent management method as described in any one of claims 1 to 7.
10. A computer-readable storage medium, characterized in that: The computer-readable storage medium stores a computer program, and when the computer program is executed by a processor, the document intelligent management method according to any one of claims 1 to 7 is implemented.