Method and system for using cross-level work management application

Abstract

The invention discloses a using method of a cross-level work management application, which comprises the following steps of: data integration and sharing: integrating multi-source data through a data sharing integrator, and providing the integrated data to a system server; processing a user request, wherein the system server receives a request of a user terminal application; identity authentication and authorization: the business logic unit authenticates and authorizes the identity of the visitor; the function unit operates, and the group construction unit, the group election management unit, the group information management unit, the personnel daily education management unit, the development personnel management unit and the personnel information management unit respectively execute corresponding management functions; and authority management: managing the authority of the personnel according to the geographical location information and the management level information of the personnel.

Description

Technical Field

[0001] This invention relates to the field of work management application technology, and in particular to a method and system for using cross-level work management applications. Background Technology

[0002] Currently, there are some deviations in the implementation of standardized and regulated requirements within organizations. Grassroots organizations lack effective means to translate standards into actionable forms, items, or tasks to eliminate individual differences in understanding. Simultaneously, comprehensive process control is needed to improve the effectiveness and accuracy of implementation. The objectivity and scientific rigor of evaluations integrated with business operations need further improvement. The role of individual quantitative performance appraisals as a "guiding tool" needs enhancement; self-evaluation constitutes a large portion of the assessment, with insufficient process-supporting data input, and the objectivity and scientific rigor of the evaluation need improvement. Furthermore, manual statistical work is labor-intensive, and the setting of evaluation dimension weighting coefficients relies on subjective experience, all lacking digital tools for support. Organizations and individuals lack a holistic management concept; management remains largely based on "archiving," resulting in a fragmented management approach lacking a systematic approach. Record maintenance and updates are not timely. Daily work management records and assessment data are all collected and statistically analyzed manually, resulting in large data volumes, cumbersome processes, and a high risk of errors due to manual statistics, requiring repeated checks and low efficiency. Currently, there is a lack of effective digital tools to support this. Therefore, an effective cross-level work management method and system are urgently needed. Summary of the Invention

[0003] In order to solve the above-mentioned technical problems, the present invention provides a method and system for using a cross-level work management application.

[0004] The technical solution of this invention is implemented as follows: A method for using a cross-level work management application includes the following steps: Data integration and sharing: A data sharing integrator integrates data from multiple sources and provides it to the system server; User request processing: The system server receives requests from user terminal applications. Identity authentication and authorization: The business logic unit authenticates and authorizes the visitor's identity. The functional units operate as follows: the group building unit, group election management unit, group information management unit, personnel daily education management unit, personnel development management unit, and personnel information management unit each perform their respective management functions. Access control manages personnel permissions based on their geographical location and management hierarchy.

[0005] Furthermore, in the data integration and sharing step, the data sharing integrator employs data integration technologies and tools, including a data acquisition terminal, data processing tools, and a data storage warehouse, to uniformly clean, store, and share multi-source data.

[0006] Furthermore, in the operation steps of the functional unit, the group construction unit includes group creation management, group reconstruction management, group cancellation management, group renaming management, group whole-unit transfer management, and group review management. It manages the applications for group creation, reconstruction, cancellation, renaming, and whole-unit transfer. After the application is issued, it is automatically transferred to the reviewer for review.

[0007] Furthermore, in the operation steps of the functional unit, the group election management unit receives the superior group's re-election reminder, creates the re-election process, forms the group re-election business or personnel meeting re-election business process, and supports the creation of re-election process, application for postponement of re-election, application for early re-election, and termination functions.

[0008] Furthermore, in the operation steps of the functional unit, the group information management unit maintains the basic information of the group, establishes a basic information database of the group, manages the group information in a unified manner, displays the hierarchical relationship of the group in a tree structure, and summarizes, counts, and manages the information of the leadership members of each group as well as the reward and punishment information of the group.

[0009] Furthermore, in the operation steps of the functional unit, the personnel daily education and management unit, in a standardized and process-oriented manner, visualizes and streamlines key core businesses such as meeting preparation, convening, and archiving, to achieve the standardized conduct of personnel conferences, and provides meeting-related reminder modules and online management, as well as a business reminder configuration unit; After a meeting is created, it should be completed and archived within a preset time according to the meeting date. The application system provides configuration reminder objects, reminder trigger time, reminder sending time, and reminder content. For meeting frequency reminders, the frequency requirements can be configured by monthly or quarterly time dimension and by the number of transactions.

[0010] Furthermore, in the operation steps of the functional unit, the personnel development management unit allocates the number of personnel development plans to lower-level units according to the work requirements and plans of personnel development, or the localized management groups enter the corresponding number of personnel development plans themselves. The system automatically compares and reminds, and realizes the statistical analysis of the annual personnel development situation of each level of group in the form of a dashboard. Users can view the overall situation of the annual personnel development of their unit, realizing the step-by-step penetration from the management level to the execution level, providing a comprehensive data for personnel development work. The integrated group manages key core business, manages the full-process documentary materials of personnel online, establishes electronic files and documentary files of personnel, and queries and manages the historical personnel development that has been completed, terminated, or transferred.

[0011] Furthermore, in the operation steps of the functional unit, the personnel information management unit provides maintenance of basic personnel information, views the personnel review progress, allows advanced privileged accounts to cancel submitted but unreviewed data, automatically identifies personnel changes in the digital application system and provides handling methods, records and maintains personnel reward information and disciplinary information, centrally summarizes and manages personnel reductions in the group, and restores historical personnel.

[0012] Furthermore, in the identity authentication and authorization steps, the business logic unit restricts access for unregistered visitors to ensure system security.

[0013] A system for using a cross-level work management application includes: A data sharing integrator is used to integrate data from multiple sources and provide it to the system server; The system server, including the group building unit, the personnel team building unit, the comprehensive personnel building data analysis and statistics unit, and the business logic unit, is used to receive requests from user terminal applications and coordinate the normal operation between the various units; User terminal applications, including smartphones or tablets with built-in dedicated apps, and PC terminals that connect to the system server via a web browser, are used to send requests to the system server and receive responses.

[0014] Compared with the prior art, the present invention has the following advantages: This invention, through technologies such as data integration and sharing, identity authentication and authorization, functional unit operation, and access control, achieves cross-level group management, improves work efficiency, promotes business collaboration, and enhances the accuracy of digital work management. Specifically: Through cross-level data sharing and integrator, unified cleaning, storage and sharing of multi-source data (structured / unstructured, real-time / historical data) can be achieved. It integrates multiple modules such as team building, personnel management, and data analysis to form a closed-loop management system, overcoming the problems of traditional systems that only cover a single domain, have single and fragmented functions, data silos and difficulties in sharing, and lack full-process collaboration. Fine-grained access control based on roles, positions, levels, and regions ensures data security and overcomes the problem that traditional permissions are only divided according to functional modules and cannot control the scope of data access. Through full-process online operation and intelligent analysis and decision support, it reduces manual operation, improves work efficiency, and provides visualization and process-oriented management of key core business such as meeting preparation, convening, and archiving, so as to achieve standardized conduct of personnel conferences. It also provides meeting-related reminder modules and online management, as well as business reminder configuration units to ensure that work is completed on time and with high quality. Through cross-level data sharing and integration, collaborative work among multiple modules such as team building, personnel management, and data analysis has been achieved, improving the overall effectiveness of the work and providing comprehensive data that penetrates from the management level to the execution level, thus providing full support for personnel development work. It provides digital tools for individual quantitative performance appraisal, reducing manual statistical workload, improving the objectivity and scientific nature of evaluation, providing process support data input to ensure the accuracy and reliability of evaluation results, and providing full-process management of groups and individuals, from establishment to dissolution, from group application to personnel development, with corresponding management measures and processes for each link to ensure the systematic and standardized management; Provides online management of personnel's complete documentation materials, establishes electronic personnel files and personnel record files, allows for querying and management of personnel whose work has been completed, terminated, or transferred, achieving systematic and complete management, provides digital means for ledger maintenance and updates, reduces the workload of manual collection and statistics, improves data accuracy and timeliness of updates, provides data sharing services, ensures data real-time and consistency, and improves the level of digital management of work. Attached Figure Description

[0015] Figure 1 A flowchart illustrating how to use a cross-level work management application; Figure 2 This is a framework diagram of a cross-level work management application system. Detailed Implementation

[0016] To make the objectives, features, and advantages of this invention more apparent and understandable, the technical solutions of the embodiments of this invention will be clearly and completely described below with reference to the accompanying drawings. Obviously, the embodiments described below are only some embodiments of this invention, and not all embodiments. Based on the embodiments of this invention, all other embodiments obtained by those skilled in the art without creative effort are within the scope of protection of this invention. Example

[0017] like Figure 1 As shown, this embodiment provides a method for using a cross-level work management application, including the following steps: Data integration and sharing: A data sharing integrator integrates data from multiple sources and provides it to the system server; User request processing: The system server receives requests from user terminal applications. Identity authentication and authorization: The business logic unit authenticates and authorizes the visitor's identity. The functional units operate as follows: the group building unit, group election management unit, group information management unit, personnel daily education management unit, personnel development management unit, and personnel information management unit each perform their respective management functions. Access control manages personnel permissions based on their geographical location and management hierarchy.

[0018] The system server receives requests from user terminal applications, including smartphones or tablets with built-in dedicated apps, and PCs connected to the system server via a web browser. For example, a person can submit a meeting check-in request through a dedicated app on their mobile phone, and the system server receives and processes the request.

[0019] Users can access the system via a web browser on a PC to submit group construction applications. The system server receives and forwards these applications to the relevant management units for processing. This multi-terminal support allows users to perform work management operations anytime, anywhere, improving work flexibility and convenience.

[0020] Furthermore, in the data integration and sharing step, the data sharing integrator employs data integration technologies and tools, including a data acquisition terminal, data processing tools, and a data storage warehouse, to uniformly clean, store, and share multi-source data.

[0021] The data acquisition terminal can collect data from the databases of various groups. The data processing tool cleans and formats the collected data, and then stores it in the data storage warehouse for the system server to access.

[0022] Furthermore, in the operation steps of the functional unit, the group construction unit includes group creation management, group reconstruction management, group cancellation management, group renaming management, group whole-unit transfer management, and group review management. It manages the applications for group creation, reconstruction, cancellation, renaming, and whole-unit transfer. After the application is issued, it is automatically transferred to the reviewer for review.

[0023] For example, when a newly established branch needs to create a group, the group leader can submit a group creation application through the system, filling in detailed information such as the group's basic information and structure. After the application is submitted, the system automatically forwards it to the reviewer of the superior group. The reviewer logs into the system to view the application content, confirms that the information is correct, and then approves the application, completing the group creation review process.

[0024] Furthermore, in the operation steps of the functional unit, the group election management unit receives the superior group's re-election reminder, creates the re-election process, forms the group re-election business or personnel meeting re-election business process, and supports the creation of re-election process, application for postponement of re-election, application for early re-election, and termination functions.

[0025] For example, when a higher-level organization issues a reminder about a leadership transition, the organization can create a transition election process through the system. The system supports functions such as creating transition election processes, applying for postponement of the transition, applying for early transition, and termination, ensuring the standardization and proceduralization of the transition election process. If an organization needs to postpone its transition due to special circumstances, it can submit a postponement application through the system. After the higher-level organization approves the application, the system will automatically adjust the transition election schedule.

[0026] Furthermore, in the operation steps of the functional unit, the group information management unit maintains the basic information of the group, establishes a basic information database of the group, manages the group information in a unified manner, displays the hierarchical relationship of the group in a tree structure, and summarizes, counts, and manages the information of the leadership members of each group as well as the reward and punishment information of the group.

[0027] For example, the system can display the hierarchical relationship of groups in a tree structure, making it convenient for users to view and manage information about groups at each level. It can also summarize, analyze, and manage information about the leadership members of each group, as well as the group's rewards and disciplinary records. For instance, users can view information about the leadership members of a specific group, including their names, positions, and contact information, and can also view the group's records of rewards and disciplinary actions.

[0028] Furthermore, in the operation steps of the functional unit, the personnel daily education and management unit, in a standardized and process-oriented manner, visualizes and streamlines key core businesses such as meeting preparation, convening, and archiving, to achieve the standardized conduct of personnel conferences, and provides meeting-related reminder modules and online management, as well as a business reminder configuration unit; After a meeting is created, it should be completed and archived within a preset time according to the meeting date. The application system provides configuration reminder objects, reminder trigger time, reminder sending time, and reminder content. For meeting frequency reminders, the frequency requirements can be configured by monthly or quarterly time dimension and by the number of transactions.

[0029] For example, the system provides a meeting preparation module to help groups arrange meeting agendas and notify participants; during the meeting, the system can record meeting content in real time; after the meeting, the system automatically archives the meeting minutes and provides a meeting-related reminder module and online management, as well as a business reminder configuration unit. For example, the system can be set to remind participants one day before the meeting and to complete the archiving reminder within three days after the meeting.

[0030] Furthermore, in the operation steps of the functional unit, the personnel development management unit allocates the number of personnel development plans to lower-level units according to the work requirements and plans of personnel development, or the localized management groups enter the corresponding number of personnel development plans themselves. The system automatically compares and reminds, and realizes the statistical analysis of the annual personnel development situation of each level of group in the form of a dashboard. Users can view the overall situation of the annual personnel development of their unit, realizing the step-by-step penetration from the management level to the execution level, providing a comprehensive data for personnel development work. The integrated group manages key core business, manages the full-process documentary materials of personnel online, establishes electronic files and documentary files of personnel, and queries and manages the historical personnel development that has been completed, terminated, or transferred.

[0031] For example, the system can automatically allocate planned personnel numbers to lower-level units based on the annual personnel development plan, and display statistical analysis of the annual personnel development status of each level of the organization through a dashboard. Users can view the overall annual personnel development situation of their unit, achieving a step-by-step penetration from management to execution levels, providing comprehensive data for personnel development work. For instance, users can use the system to view the completion status of a specific organization's annual personnel development plan, including information such as the number of personnel already developed and the number of personnel to be developed.

[0032] Furthermore, in the operation steps of the functional unit, the personnel information management unit provides maintenance of basic personnel information, views the personnel review progress, allows advanced privileged accounts to cancel submitted but unreviewed data, automatically identifies personnel changes in the digital application system and provides handling methods, records and maintains personnel reward information and disciplinary information, centrally summarizes and manages personnel reductions in the group, and restores historical personnel.

[0033] For example, the system can record basic personnel information and work information, and provide the function of viewing the personnel review progress. Advanced privileged accounts can revoke submitted but unreviewed data, automatically identify personnel changes in digital application systems and provide handling methods, record and maintain personnel reward and punishment information, centrally summarize and manage personnel reductions within groups, and restore historical personnel records. For instance, when a person needs to transfer from one group to another due to a job relocation, the system can automatically identify this change and prompt the relevant group to handle it.

[0034] Furthermore, in the identity authentication and authorization steps, the business logic unit restricts access for unregistered visitors to ensure system security.

[0035] For example, unlogged-in visitors can only view public information and cannot access or modify any individual's personal information or an organization's internal data. When a person attempts to access sensitive data in the system, the business logic unit verifies their identity and permissions; only verified users can access the corresponding data. Example

[0036] like Figure 2 As shown, this embodiment provides a system for using a cross-level work management application, including: A data sharing integrator is used to integrate data from multiple sources and provide it to the system server; The system server, including the group building unit, the personnel team building unit, the comprehensive personnel building data analysis and statistics unit, and the business logic unit, is used to receive requests from user terminal applications and coordinate the normal operation between the various units; The group construction unit is used to manage applications for the establishment, reconstruction, cancellation, renaming, and transfer of an entire group. Once an application is submitted, it will automatically be forwarded to the reviewer for review. The group election management unit is used to receive reminders from superior groups regarding the re-election, create the re-election process, form the "three up and three down" business process for the re-election of group (general) branches or the re-election of personnel meetings, and support the creation of re-election processes, applications for postponement of re-election, applications for early re-election, and termination functions. The group information management unit is used to maintain basic group information, establish a basic group information database, manage group information in a unified manner, display the hierarchical relationship of the group in a tree structure, and summarize, count, and manage information on the leadership members of each group, as well as the group's reward and punishment information. The personnel daily education management unit is used to standardize and streamline key core business processes such as meeting preparation, convening, and archiving, enabling the standardized conduct of personnel meetings. It supports business process approval, rollback, template download, and file upload operations, and provides online management of meeting-related reminder modules, as well as group class planning, writing, and delivery processes. It also provides a business reminder configuration unit. After a meeting is created, it should be completed and archived within 15 days according to the meeting date. The application system provides configurable reminder objects, reminder trigger time, reminder sending time, and reminder content. It also provides reminders for meeting frequency, with frequency requirements configured by monthly or quarterly time dimensions and by the number of transactions. The personnel development management unit is used to allocate the number of personnel development plans to lower-level units according to the requirements and plans for personnel development work, or to allow localized management groups to enter the corresponding number of personnel development plans themselves. The system automatically compares and reminds users, and realizes the statistical analysis of the annual personnel development situation of each level of group in the form of a dashboard. Users can view the overall situation of the annual personnel development of their unit, realizing step-by-step penetration from the management level to the execution level, providing a comprehensive data for personnel development work. It integrates the management of key core business of groups through five stages: group application, group activists, development targets, and prospective personnel. It manages the full-process record materials of personnel online, establishes electronic files and personnel record files, supports business process approval, rollback, template download, text upload and other operations, and allows querying and management of historical personnel development that has been completed, terminated and transferred. The personnel information management unit is used to maintain basic personnel information, view personnel review progress, and allow high-level privileged accounts to revoke submitted but unreviewed data. It can automatically identify personnel changes in digital application systems and provide solutions, record and maintain personnel reward and punishment information, centrally summarize and manage personnel reductions in the group, and restore historical personnel. The business logic unit is used to authenticate and authorize the identity of visitors, connect with the personnel group building unit and the personnel team building unit to restrict access by unlogged-in visitors, and ensure the security of the system. The permission management module grants different functional access permissions and data access permissions based on the geographical location information of the personnel and the management level information. User terminal applications include smartphones or tablets with built-in dedicated apps, and PC terminals that connect to the system server via a web browser, used to send requests to the system server and receive responses; the personnel check-in / out system includes location software built into the aforementioned user terminals, which outputs location coordinate data to the system server's signal input terminal. The specific embodiments of the invention have been described in detail above, but these are merely examples. The invention is not limited to the specific embodiments described above. Those skilled in the art should understand that the embodiments and descriptions in the specification are only illustrative of the principles of the invention. Various changes and modifications can be made to the invention without departing from its spirit and scope, and all such changes and modifications fall within the scope of the invention as claimed. The scope of protection of this invention is defined by the appended claims and their equivalents.

Claims

1. A method for using a cross-level work management application, characterized in that, Includes the following steps: Data integration and sharing: A data sharing integrator integrates data from multiple sources and provides it to the system server; User request processing: The system server receives requests from user terminal applications. Identity authentication and authorization: The business logic unit authenticates and authorizes the visitor's identity. The functional units operate as follows: the group building unit, group election management unit, group information management unit, personnel daily education management unit, personnel development management unit, and personnel information management unit each perform their respective management functions. Access control manages personnel permissions based on their geographical location and management hierarchy.

2. The method of using a cross-level work management application according to claim 1, characterized in that: In the data integration and sharing step, the data sharing integrator uses data integration technologies and tools, including a data acquisition terminal, data processing tools, and a data storage warehouse, to uniformly clean, store, and share multi-source data.

3. The method of using a cross-level work management application according to claim 1, characterized in that: In the operation steps of the functional unit, the group construction unit includes group new establishment management, group reconstruction management, group cancellation management, group renaming management, group whole-unit transfer management, and group review management. It manages the applications for the establishment, reconstruction, cancellation, renaming, and whole-unit transfer of groups. After the application is issued, it is automatically transferred to the reviewer for review.

4. The method of using a cross-level work management application according to claim 1, characterized in that: In the operation steps of the functional unit, the group election management unit receives the superior group's re-election reminder, creates the re-election process, forms the group re-election business or personnel meeting re-election business process, and supports the creation of re-election process, application for postponement of re-election, application for early re-election, and termination of functions.

5. The method of using a cross-level work management application according to claim 1, characterized in that: In the operation steps of the functional unit, the group information management unit maintains the basic information of the group, establishes a basic information database of the group, manages the group information in a unified manner, displays the hierarchical relationship of the group in a tree structure, and summarizes, counts, and manages the information of the leadership members of each group as well as the group's reward and punishment information.

6. The method of using a cross-level work management application according to claim 1, characterized in that: In the operation steps of the functional unit, the personnel daily education and management unit, in a standardized and process-oriented manner, visualizes and streamlines key core businesses such as meeting preparation, convening, and archiving to achieve the standardized conduct of personnel conferences, and provides meeting-related reminder modules and online management, as well as a business reminder configuration unit; After a meeting is created, it should be completed and archived within a preset time according to the meeting date. The application system provides configuration reminder objects, reminder trigger time, reminder sending time, and reminder content. For meeting frequency reminders, the frequency requirements can be configured by monthly or quarterly time dimension and by the number of transactions.

7. The method of using a cross-level work management application according to claim 1, characterized in that: In the operation steps of the functional unit, the personnel development management unit allocates the number of personnel development plans to lower-level units according to the work requirements and plans of personnel development, or the localized management groups enter the corresponding number of personnel development plans themselves. The system automatically compares and reminds, and realizes the statistical analysis of the annual personnel development situation of each level of group in the form of a dashboard. Users can view the overall situation of the annual personnel development of their unit, realizing the hierarchical penetration from the management level to the execution level, providing a comprehensive data for personnel development work. The integrated group manages key core business, manages the full-process documentary materials of personnel online, establishes electronic files and documentary files of personnel, and queries and manages the historical personnel development that has been completed, terminated, or transferred.

8. The method of using a cross-level work management application according to claim 1, characterized in that: In the operation steps of the functional unit, the personnel information management unit provides basic personnel information maintenance, views personnel review progress, allows advanced privileged accounts to cancel submitted but unreviewed data, automatically identifies personnel changes in the digital application system and provides handling methods, records and maintains personnel reward and punishment information, centrally summarizes and manages personnel reductions in the group, and restores historical personnel.

9. The method of using a cross-level work management application according to claim 1, characterized in that: In the identity authentication and authorization steps, the business logic unit restricts access for unregistered visitors to ensure system security.

10. A system for using a cross-level work management application, for implementing the method of using the cross-level work management application as described in any one of claims 1-9, characterized in that, include: A data sharing integrator is used to integrate data from multiple sources and provide it to the system server; The system server, including the group building unit, the personnel team building unit, the comprehensive personnel building data analysis and statistics unit, and the business logic unit, is used to receive requests from user terminal applications and coordinate the normal operation between the various units; User terminal applications are used to send requests to the system server and receive responses.

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