Project management, information sharing, and document organization system

Abstract

The challenge is to provide a system that enables multiple people to efficiently manage projects, share information related to projects, and organize documents related to projects. [Solution] The management device is a case management, information sharing, and document organization system that includes a work content display means which displays a list of work content display frames T1 that display registered new work content in a work content display area T, separated from other work content display frames T1, and also displays a list of work content display frames T1 that display new work content in a progress display area P, separated from other work content display frames T1, and associates the work date of the new work content with the work content display date of the new work content. Furthermore, for administrator terminals of administrators designated as workers or non-administrator terminals of non-administrators, the system includes a highlighting means which highlights the work content display frame T1 that displays the work content designated as the worker, among the work content display frames T1 displayed in the work content display area T, in a manner different from other work content display frames T1 displayed in the list.

Description

Technical Field

[0004] , , , , , , , ,

[0001] The present invention relates to a system capable of managing cases, sharing information related to cases, and organizing documents related to cases among multiple people.

Background Art

[0002] When performing operations related to multiple cases simultaneously in a law firm or a corporate office, it is common for multiple people to be involved in the operations. For example, in a law firm such as a judicial scrivener's office or an administrative scrivener's office, it is common for multiple people such as a person holding a qualification such as a judicial scrivener qualification or an administrative scrivener qualification, an assistant assisting the person holding the qualification, and a clerk to be involved in the operations. Conventionally, in such a law firm, it has been common to create a paper-based case file for each case and perform case management, information sharing, and document organization. Whether multiple people can perform operations efficiently is a very important factor because it also affects the number of cases that can be accepted. However, in the conventional paper-based case management method, there are various drawbacks such as the need for space in the storage location of the case file and the inability to confirm the content without going to the storage location. In recent years, in order to improve the efficiency of operations, various digital transformation technologies have been developed. For example, as a technology for smoothly communicating between a legal affairs person and a client, there is Patent Document 1 below.

Prior Art Documents

Patent Documents

[0003]

Patent Document 1

Summary of the Invention

Problems to be Solved by the Invention

[0004] The above-mentioned Patent Document 1 relates to a document creation program and an information processing device, and has the advantage of being able to create legal documents based on the work of multiple people. However, the problem was that it could only improve the efficiency of individual tasks, and it could not monitor or manage the overall progress of the work.

[0005] Therefore, the present invention aims to solve the above-mentioned problems of the conventional system and provide a system that enables multiple people to efficiently manage cases, share information related to cases, and organize documents related to cases. [Means for solving the problem]

[0006] To achieve the above objectives, the present invention provides a case management, information sharing, and document organization system that allows multiple people to register relevant information for each of several cases undertaken as part of their work, and allows multiple people to view the registered relevant information. The system comprises an operator terminal operated by an operator who manages the system, an administrator terminal operated by an administrator who is registered with the operator as a user who can use the system and has the authority to make various settings when using the system, a non-administrator terminal operated by a non-administrator who is registered with the administrator as a user who can use the system, and a management device that mediates between the operator terminal, the administrator terminal, and the non-administrator terminal via a telecommunications line. The management device, as relevant information, assigns the administrator or non-administrator to the worker performing the work for any given case. The first feature is that when a new task is registered, the task content display frame that displays the registered new task is displayed in a list in the task content display area, separated from other task content display frames that display registered task content for other cases, and the task content display frame that displays the new task is associated with the work date of the new task, and is displayed in a list in the progress display area, separated from other task content display frames that display other registered task content associated with the work date, and the first feature is that for the administrator terminal of the administrator designated as the worker, or the non-administrator terminal of the non-administrator, the task content display frame that displays the task designated as the worker is highlighted in a different manner from the other task content display frames that are displayed in the list. Furthermore, in addition to the first feature described above, the project management, information sharing, and document organization system of the present invention has a second feature: when the person who designates the worker to perform a new task is a person other than the designated manager or non-manager, the management device is equipped with an identification sign display means that displays an identification sign within the task content display frame that displays the new task in the task content display area, so as to be visually recognizable that the new task was registered by a person other than the designated manager or non-manager, on the manager terminal of the designated manager or the non-manager terminal of the non-manager. Furthermore, in addition to the first or second features described above, the project management, information sharing, and document organization system of the present invention has a third feature: the progress display area is equipped with a grid-like display frame, and each of the multiple display frames arranged continuously in the row direction is a display frame for each date; and the management device, in the work content display means, has a third feature: for work content display frames that span multiple work days, the size of the work content display frame is displayed to span multiple days' worth of display frames. Furthermore, in addition to the third feature described above, the case management, information sharing, and document organization system of the present invention includes a report content display means that, when new report content is registered for any case as related information, displays a report content display frame that displays the registered new report content in a list in the report content display area, separated from other report content display frames that display registered report content for other cases, and displays the report content display frame that displays the new report content in a list in the progress display area, separated from other report content display frames that display other registered report content in association with dates, and associated with the date on which the new report content was registered. The fourth feature is that, in the work content display means and the report content display means, the work content display frame and the report content display frame for the same case are displayed on the same line in the progress display area. Furthermore, in addition to the fourth feature described above, the case management, information sharing, and document organization system of the present invention has a fifth feature: the management device includes a case registration means for registering a case name and one or more attributes corresponding to a case; for cases in which the case name and attributes have been registered by the case registration means, the work content display means and the report content display means display the registered case name and attributes in the work content display frame corresponding to the case in which the case name and attributes have been registered among the work content display frames displayed in the work content display area, the report content display frame corresponding to the case in which the case name and attributes have been registered among the report content display frames displayed in the report content display area, and each display frame placed in any column of the progress display area. Furthermore, in addition to the fourth feature described above, the case management, information sharing, and document organization system of the present invention has a sixth feature: for cases where the case name is not registered, the management device displays the report content display frame and the work content display frame in the display frame located in the top row of the progress display area in the work content display means and the report content display means. Furthermore, in addition to the fourth feature described above, the project management, information sharing, and document organization system of the present invention has a seventh feature: the management device displays a comment display area on the same screen as the screen on which the work content display area and the report content display area are displayed, by clicking on at least one of the work content display frame displayed in the work content display area, the report content display frame displayed in the report content display area, the work content display frame displayed in the progress display area, and the report content display frame displayed in the progress display area, which allows the user to input comments related to the content displayed in each frame and to confirm the input comments; and when a new comment is entered in the comment display area, the system has a comment input display means that displays the newly entered comment in the comment display area. Furthermore, in addition to the fourth feature described above, the case management, information sharing, and document organization system of the present invention has an eighth feature: the management device displays identification marks in the work content display frame and the report content display frame, respectively, which allow the administrator or non-administrator to visually recognize whether the work content displayed in the work content display frame in the work content display area or the report content displayed in the report content display frame in the report content display area is unconfirmed or has been updated after being confirmed. [Effects of the Invention]

[0007] According to the project management, information sharing, and document organization system based on the first feature described above, multiple people can share information regarding the work content and work dates for multiple projects, thus enabling efficient project management and information sharing among multiple people. Furthermore, by highlighting the tasks assigned to the worker, the system can effectively prevent tasks from being forgotten.

[0008] Furthermore, according to the project management, information sharing, and document organization system based on the second feature described above, in addition to the effects of the first feature described above, managers or non-managers designated as workers to perform new tasks can easily visually confirm that they have been designated as workers by a third party other than themselves. Therefore, it is possible to create a system that enables more efficient project management and information sharing among multiple people.

[0009] Furthermore, a project management, information sharing, and document organization system based on the third characteristic described above can provide a system that allows for easy visual understanding of the work period, in addition to the effects of the first or second characteristic described above.

[0010] Furthermore, the project management, information sharing, and document organization system based on the fourth feature described above, in addition to the effects of the third feature described above, allows for easy verification of report content and work content related to the same project, making it possible to create a system that enables more efficient project management and information sharing among multiple people.

[0011] Furthermore, according to the case management, information sharing, and document organization system based on the fifth feature described above, in addition to the effects of the fourth feature described above, it is possible to easily check the names and attributes of each case among multiple cases, making it possible to create a system that enables more efficient case management and information sharing among multiple people.

[0012] Furthermore, according to the case management, information sharing, and document organization system based on the sixth feature described above, in addition to the effects of the fourth feature described above, it is possible to share information in advance among multiple people about cases that may be accepted as cases in the future, even if the case name is not yet registered, making it possible to create a system that enables multiple people to work more efficiently.

[0013] Furthermore, according to the project management, information sharing, and document organization system based on the seventh feature described above, in addition to the effects of the fourth feature described above, it is possible to facilitate the exchange of comments regarding work content and report content among multiple people, making it possible to create a system that enables more efficient project management and information sharing among multiple people.

[0014] Furthermore, the project management, information sharing, and document organization system based on the eighth feature described above allows each person to easily and visually identify which tasks and reports should be prioritized for review, in addition to the effects of the fourth feature described above. Therefore, it is possible to prevent overlooking tasks and reports, and the system enables more efficient project management and information sharing among multiple people. [Brief explanation of the drawing]

[0015] [Figure 1]It is a diagram showing the system configuration of a case management, information sharing, and document organization system according to an embodiment of the present invention. [Figure 2] It is a functional block diagram of a case management, information sharing, and document organization system according to an embodiment of the present invention. [Figure 3] It is a diagram showing the home screen and the screen displayed at the time of new user registration in a case management, information sharing, and document organization system according to an embodiment of the present invention. (a) is a diagram showing the home screen, and (b) is a diagram showing the screen displayed at the time of new user registration. [Figure 4] It is a diagram showing the flow of new user registration in a case management, information sharing, and document organization system according to an embodiment of the present invention. [Figure 5] It is a diagram showing the screens displayed at the time of new case registration and new report registration in a case management, information sharing, and document organization system according to an embodiment of the present invention. (a) is a diagram showing the screen displayed at the time of new case registration, and (b) is a diagram showing the screen displayed at the time of new report registration. [Figure 6] It is a diagram showing the flow of new case registration in a case management, information sharing, and document organization system according to an embodiment of the present invention. [Figure 7] It is a diagram showing the flow of new report registration in a case management, information sharing, and document organization system according to an embodiment of the present invention. [Figure 8] It is a diagram showing the report content display area on the home screen in a case management, information sharing, and document organization system according to an embodiment of the present invention. (a) is an overall view of the report content display area on the home screen, and (b) is an enlarged view of the main part of (a). [Figure 9] It is a diagram showing the screen displayed at the time of new work registration and the work content display area on the home screen in a case management, information sharing, and document organization system according to an embodiment of the present invention. (a) is a diagram showing the screen displayed at the time of new work registration, (b) is an overall view of the work content display area on the home screen, and (c) is an enlarged view of the main part of (b). [Figure 10] It is a diagram showing the flow of new work registration in a case management, information sharing, and document organization system according to an embodiment of the present invention. [Figure 11]A diagram showing the progress display area on the home screen in the case management, information sharing, and document organization system according to an embodiment of the present invention. (a) is an overall view of the progress display area on the home screen, and (b) is an enlarged view of the main part of (a). [Figure 12] A diagram showing the comment display area on the home screen in the case management, information sharing, and document organization system according to an embodiment of the present invention. [Figure 13] A diagram showing the flow of new comment input display in the case management, information sharing, and document organization system according to an embodiment of the present invention.

Mode for Carrying Out the Invention

[0016] Hereinafter, referring to each drawing, a case management, information sharing, and document organization system according to an embodiment of the present invention will be described to facilitate understanding of the present invention. However, the following description does not limit the present invention described in the claims.

[0017] The case management, information sharing, and document organization system 1 according to an embodiment of the present invention is a system that can efficiently manage cases, share information related to cases, and organize documents related to cases among multiple people in a business or corporate office. Specifically, as shown in FIG. 1, through the telecommunication line 10, via the system operated by the operator 5, it is a system that can efficiently manage cases, share information related to cases, and organize documents related to cases among the administrator 2, the assistant 3, and the clerk 4. In the actual case management, information sharing, and document organization system 1, there are two or more administrators 2, assistants 3, clerks 4, and operators 5. However, for the sake of convenience of explanation in FIG. 1, only one representative of each is shown. Furthermore, the following explanation will focus on the use of this system in a judicial scrivener's office. However, the case management, information sharing, and document organization system according to the present invention is not only usable by judicial scrivener's offices, but can also be used in a variety of fields where multiple people perform multiple tasks, including offices of other legal professionals, as well as companies, government agencies, medical institutions, high schools, and other educational institutions.

[0018] As shown in Figure 1, this project management, information sharing, and document organization system 1 consists of a telecommunications line 10, an administrator terminal 20, an assistant terminal 30, an office worker terminal 40, an operator terminal 50, and a server 60.

[0019] The aforementioned telecommunications line 10 is a so-called internet connection network, and is a line that enables the exchange of various types of information between the administrator terminal 20, the assistant terminal 30, the office worker terminal 40, and the operator terminal 50.

[0020] The administrator terminal 20 is registered with operator 5 as a user who can use the system, and is operated by administrator 2, a judicial scrivener, who has the authority to make various settings when using the system. The administrator terminal performs various operations on the system via a web application. Specifically, it mainly sends and receives data related to cases, such as work content data and report content data, to and from the server 60 via the web application. Here, "related information data for a project" refers to various types of data related to a project, such as project name data, report content data, work content data, comments data, customer information data, and attached document data. In addition to the data mentioned above, information related to Administrator 2, such as the name, address, telephone number, email address, and corporate number of Administrator 2's office, as well as the ID and login password individually assigned to Administrator 2, are also sent and received between Administrator 2 and Server 60. Furthermore, the term "data format" encompasses all data that can be transmitted and received as electronic data, including text, still images, videos, audio, music, and more. Furthermore, in this embodiment, a personal computer is used as the administrator terminal 20. Of course, the configuration is not limited to this, and various terminals that can connect to the telecommunications line 10, such as mobile communication terminals (for example, mobile phones), can be used.

[0021] As shown in Figure 2(a), this administrator terminal 20 consists of a control unit 21, a storage unit 22, a communication unit 23, a display unit 24, and an operation unit 25.

[0022] The control unit 21 consists of a CPU (Central Processing Unit) and is responsible for controlling the system and issuing instructions for various processes based on the OS (Operating System) and various programs stored in the memory unit 22.

[0023] The storage unit 22 includes ROM (Read Only Memory) and RAM (Random Access Memory), and is used to record control programs and various data for the control unit 21 to control each part.

[0024] The aforementioned communication unit 23 is intended to provide the applicant terminal 20 with functions for sending and receiving various data and various processing commands with the server 60 via the telecommunications line 10, as well as security functions.

[0025] The display unit 24 is primarily for displaying various data input and output by the administrator terminal 20, and various data transmitted and received between the administrator terminal 20 and the server 60. It comprises a display such as an LCD (Liquid Crystal Display) and a display driver circuit for driving it. This display driver circuit drives the display based on signal data received by the administrator terminal 20. As a result, various information such as image data and text data is displayed on the display. The data displayed may be in any format, such as image data, text data, audio data, or video data.

[0026] The aforementioned operation unit 25 is for performing various operations and giving various instructions to the administrator terminal 20, and is formed by, for example, a keyboard, touch panel, operation buttons, etc.

[0027] Various information data provided by administrator 2 is transmitted to server 60 via telecommunications line 10 using administrator terminal 20 and recorded.

[0028] Furthermore, the assistant terminal 30, office worker terminal 40, and operator terminal 50 are the same as the administrator terminal 20 described above in terms of configuration and function, except that the operator is different from administrator 2. Therefore, including the control units 31, 41, 51, display units 34, 44, 54, and operation units 35, 45, 55, identical components and functions will be assigned the same numbers, and detailed explanations will be omitted.

[0029] The server 60 is managed by the operator 5 of the case management, information sharing, and document organization system 1, and functions as a management device for managing and operating the case management, information sharing, and document organization system 1. More specifically, it primarily functions as an intermediary for the exchange of information between the administrator terminal 20, the assistant terminal 30, the office worker terminal 40, and the operator terminal 50. As shown in Figure 2(b), the server 60 mainly consists of a control unit 61, a storage unit 62, and a communication unit 63. Here, "managed by the operator" includes both cases where the operator directly manages the system and cases where the operator manages it indirectly. More specifically, it includes both cases where the operator manages and operates the system using a server 60 owned by the operator itself, and cases where the operator manages and operates the system using a server 60 owned by a third party. Furthermore, the server 60 does not need to consist of a single information processing device; it may be a system where multiple information processing devices work together, or it may be operated by any cloud service.

[0030] The control unit 61 has a program for operating and managing the case management, information sharing, and document organization system 1, and also performs predetermined processing for operating and managing this system. In this embodiment, the control unit 61 mainly performs the following processes. More specifically, it executes various commands based on a program for performing the following processes. In other words, the control unit 61 constitutes means for performing the following processing according to the present invention. In the following explanation, we will assume that Administrator 2 is a user registered through Operator 5 as a registered user of the project management, information sharing, and document organization system 1, and that Assistant 3 and Clerk 4 are users registered through Administrator 2 (non-administrators).

[0031] The process involves registering (recording) administrator information, non-administrator information, case information, work information for each case, report information for each case, comments from multiple people regarding each work information and report information, customer information for each case, attached document information for each case, and template information for creating attached documents, as well as displaying the registered information on administrator terminal 20 of administrator 2, assistant terminal 30 of assistant 3 (non-administrator), office worker terminal 40 of office worker 4 (non-administrator), and operator terminal 50 of operator 5.

[0032] More specifically, as related information, when a new task is registered for any given case, with at least one of the following designated workers (2 managers, 3 assistants, and 4 clerks), the task content display frame showing the registered new task content is displayed in the task content display area, separated from other task content display frames that display registered task content for other cases. At the same time, the task content display frame showing the new task content is associated with the work date of the new task content, and is displayed in the progress display area, separated from other task content display frames that display other registered task content associated with the work date. Furthermore, for at least one of the administrator terminal 20 of administrator 2 designated as a worker, assistant terminal 30 of assistant 3, and office worker terminal 40 of office worker 4, the process involves highlighting the work content display frame that displays the work content designated as a worker in the work content display area in a different manner from the other work content display frames displayed in the list. Furthermore, if the person who designates the worker to perform the new task is someone other than the person designated as the worker (at least one of the administrator 2, assistant 3, or office worker 4), the system displays an identification mark on the terminal of the person designated as the worker, within the task content display frame that displays the new task in the task content display area, indicating that the new task was registered by someone other than the person designated as the worker (at least one of the administrator 2, assistant 3, or office worker 4). Furthermore, when registering a new task without specifying a worker, the system displays an identification marker on the terminals of Administrator 2, Assistant 3, and Clerk 4 to visually indicate that no worker has yet been assigned to perform the new task.

[0033] Furthermore, among the work content display frames that are displayed in a list in the progress display area, for work content display frames that span multiple days, the size of the work content display frame is adjusted to span across multiple days.

[0034] Furthermore, as related information, when new report content is registered for any case, the report content display frame that displays the registered new report content is displayed in the report content display area in a separate manner from other report content display frames that display registered report content for other cases. Additionally, the report content display frame that displays the new report content is displayed in the progress display area in a separate manner from other report content display frames that display other registered report content associated with dates, and is associated with the date on which the new report content was registered. Furthermore, the process involves displaying the work details and report details for the same project on the same line within the progress display area.

[0035] This process also involves registering the project name and one or more attributes corresponding to the project. Furthermore, for cases where the case name and attributes have been registered, the work content display means and the report content display means process the following: display the registered case name and attributes in the work content display frame that corresponds to the case where the case name and attributes have been registered among the work content display frames that are displayed in a list in the work content display area; display the report content display frame that corresponds to the case where the case name and attributes have been registered among the report content display frames that are displayed in a list in the report content display area; and display frames that are placed in any column of the progress display area.

[0036] Furthermore, for projects where the project name is not registered, the process involves displaying the report content display frame and the work content display frame in the top row of the progress display area, using the work content display means and the report content display means.

[0037] Furthermore, by clicking on at least one of the work content display frame displayed in the work content display area, the report content display frame displayed in the report content display area, the work content display frame displayed in the progress display area, or the report content display frame displayed in the progress display area, a comment display area is newly displayed on the same screen as the screen on which the work content display area and the report content display area are displayed, allowing the user to input comments related to the content displayed in each frame and to confirm the entered comments. Additionally, when a new comment is entered into the comment display area, the newly entered comment is displayed in the comment display area.

[0038] Furthermore, the process involves displaying identification markers in the work content display frame and the report content display frame, respectively, that allow the manager 2, assistant 3, and office worker 4 to visually recognize whether the work content displayed in the work content display area or the report content displayed in the report content display area is unconfirmed or has been updated after being confirmed once.

[0039] Furthermore, as part of the process of registering Administrator 2, Assistant 3, and Clerk 4, the control unit 61 performs a process to record the unique ID and password assigned to Administrator 2, Assistant 3, and Clerk 4 in the storage unit 62. Furthermore, when removing Administrator 2, Assistant 3, and Clerk 4 from this system, the system will delete various information (information data) related to the entity being removed.

[0040] In addition to the processes described above, the control unit 61 also performs various general-purpose processes for operating and managing this system. For example, it performs authentication processing for data (such as IDs and passwords) that the administrator terminal 20, assistant terminal 30, and office worker terminal 40 need to verify with the server 60. Furthermore, the processes and means used by the control unit 61 to operate and manage this system are not limited to those described above and can be modified or added as appropriate.

[0041] The storage unit 62 has the function of storing data and various programs that are to be pre-recorded on the server 60, such as information related to the administrator terminal 20, assistant terminal 30, and office worker terminal 40, as well as information related to cases, customer information, and information related to attached files, and any data and various programs that have been added or modified. In this embodiment, as shown in Figure 2(c), the storage unit 62 includes a user database 62a, a case database 62b, a customer database 62c, and an attachment file database 62d.

[0042] The aforementioned user base 62a is for recording information about the users of this system. In this embodiment, user information includes the name of the corporation or office to which Administrator 2 belongs, its address, telephone number, name, email address, and corporate number, as well as the names, titles, telephone numbers, and email addresses of Assistant 3 and Clerk 4. Additionally, it includes individual IDs and login passwords assigned to Administrator 2, Assistant 3, and Clerk 4, and individual icons (e.g., illustrations or photographs) assigned to each. Of course, user information is not limited to these, and other information may also be included.

[0043] The aforementioned case database 62b is for recording various information related to the registered cases. In this embodiment, the information related to a case includes the case name, attributes, notes regarding the case, progress, start date of work, person in charge, etc., as well as information related to the report content for each case, information related to the work content for each case, and information related to the comments content for each case. Furthermore, in this embodiment, as shown in Figure 2(c), a separate database is provided within the case database 62b for storing information regarding the report content, work content, and comments for each case, respectively. However, the configuration is not limited to this. Of course, the information regarding the case is not limited to this, and other information may also be included.

[0044] The aforementioned customer database 62c is for recording information about customers for each case. In this embodiment, customer information includes the customer's corporate name or trade name, office name, affiliated organization name, address, telephone number, name, email address, corporate number, name of contact person, telephone number, email address, etc. Of course, customer information is not limited to these, and other information may also be included.

[0045] The aforementioned attachment database 62d is for recording information regarding attached documents related to each case. In this embodiment, information regarding attached documents includes templates for creating various application forms, completed application forms, various certificates such as registration records, and various documents and certificates created or prepared by other professionals. Of course, the information regarding attached documents is not limited to these, and may include other information as well. Furthermore, among the various data stored in the user database 62a, the case database 62b, the customer database 62c, and the attachment file database 62d, data that needs to be linked to each other is linked by a program before being stored in each database.

[0046] The aforementioned communication unit 63 has the function of sending and receiving various types of data between the administrator terminal 20, assistant terminal 30, office worker terminal 40, and operator terminal 50 via the telecommunications line 10.

[0047] Next, we will explain in more detail the specific processing flow of the case management, information sharing, and document organization system 1 by referring to Figures 2 to 13. For the sake of clarity, the following explanation will describe the process when Administrator 2 and Clerk 4 use this system to perform various tasks. However, the process when Assistant 3 uses this system to perform various tasks is the same as the process when Administrator 2 or Clerk 4 uses this system to perform each task. Furthermore, the process when Clerk 4 performs a task originally intended for Administrator 2, and the process when Administrator 2 performs a task originally intended for Clerk 4, are the same as the process when each person performs their respective tasks.

[0048] Referring to Figures 2 to 4, the process for enabling Administrator 2 to use this system and the process for Administrator 2 to register Office Worker 4 as a new user will be explained.

[0049] First, in order to begin using this system, Administrator 2 applies for new system usage through a designated site operated by Operator 5 (not shown in the diagram), and after completing the prescribed procedures, is registered with Operator 5 as a user of this system. This allows Administrator 2 to begin using the system. When Administrator 2 logs into the system, the home screen G1 shown in Figure 3 is the first screen to open. This home screen G1 is the basic screen used when using this system. More specifically, the home screen G1 has a menu button display area M on the far left, and various menu buttons B1 for switching between operation screens are located in this menu button display area M. Furthermore, the top of the screen features a report content display area R, which is a rectangular frame in which the report content for each project is displayed; the center of the screen features a work content display area T, which is a rectangular frame in which the work content for each project is displayed; and the bottom of the screen features a progress display area P, which displays the report content and work content for each project in association with the date.

[0050] Then, Administrator 2 clicks the Settings button from the menu button B1, clicks User Management (not shown) on the screen that appears (not shown), and then clicks the New User Registration button (not shown) to display the New User Registration screen G2 shown in Figure 3(b) (Step S1). Then, Administrator 2 enters various information about the office worker 4 to be newly authorized as a user into the designated fields on the new user registration screen, clicks the save button B3, and sends it to the server 60 (Step S2). The server 60 then records the information entered by the administrator 2 in the user database 62a (step S3). The server 60 then requests the office worker 4 to enter a password (step S4). Specifically, the server 60 sends an email to the office worker 4 with a URL that displays a screen for entering the password, and requests that the office worker 4 enter it. Subsequently, when clerk 4 clicks the aforementioned URL, enters the password on the screen that appears and sends it to server 60. Server 60 then records the received password in the new user database 62a and sends a registration completion message to clerk 4 via email (steps S5 to S7). Then, Clerk 4 receives a registration completion message via email (Step S8). With the above steps completed, the process of registering Clerk 4 as a new user is finished. As previously mentioned, the process for registering Assistant 3 as a user in the case management, information sharing, and document organization system 1 is the same as that for Clerk 4, so a detailed explanation will be omitted.

[0051] Next, referring to Figures 2, 3(a), 5, and 6, the process flow when administrator 2 registers a new case via the case registration means will be explained.

[0052] First, referring to Figures 3(a) and 6, Administrator 2 moves the cursor to the New Create button B2 located in the upper right corner of the home screen G1, and from the menu selection screen (not shown) that appears, click the Case File (Step S9). Then, the New Case Registration screen G3 shown in Figure 5(a) opens, and Administrator 2 selects various information about the case, such as progress status, category, title, start date, notes regarding the case, person in charge, and main text, from the pull-down menu or enters the text, and then clicks the Save button B3 in the upper right corner of the New Case Registration screen G3 to send the various information to the server 60 (Steps S10, Step S11). Here, "Progress status" refers to selecting the current status of the case, and in this embodiment, it is configured to allow selection from "Not started," "In progress," "On hold," "Waiting for other party," "Final confirmation in progress," "Stopped," "Completed," and "No action required," but the content and number of selectable progress statuses are not limited to this embodiment and can be changed as appropriate. Furthermore, "Category" is used to select the classification of the case. In this embodiment, the options are "Inheritance," "Sales Settlement," "Company Registration," and "Debt Settlement," but the content and number of selectable categories are not limited to those in this embodiment and can be changed as appropriate. "Title" refers to the name of the case. "Notes" refers to notes regarding the case (for example, things that are easily mistaken when preparing application documents). "Body" mainly refers to the detailed content of the case, but it is not limited to this, and the input content is free as long as it relates to the case. Furthermore, although not shown in the figures for this embodiment, in step S10, the system can be configured to select and input customer information related to the case from customer data registered in the customer database 62c, and to input attached files related to the case from the attachment file database 62d. It is also possible to add a configuration that allows selection and input. In this case, the control unit 61 will constitute means for performing the above processing (customer information input means, attachment file input means).

[0053] The server 60 then records the received information in the case database 62b (step S12). Subsequently, the server 60 displays various information about the recorded case in the progress display area P of the home screen G1 and in the case file list display area (not shown) on a screen that is accessed by clicking the case file button among the menu buttons B1 of the home screen G1 (step S13). How the information about the recorded case is displayed in the progress display area P of the home screen G1 will be described later. The case file list display area is an area that displays a list of summaries of each case, each displayed in a frame of a predetermined shape. In this embodiment, clicking on each case summary displayed in this case file list display area (not shown) individually will take the user to a case details screen (not shown) where the details of each case (report content, work content, progress status, and notes) are displayed on a single screen. This completes the process of registering a new case. This process displays various information about the new case at designated locations on administrator terminal 20 of administrator 2, assistant terminal 30 of assistant 3, and office worker terminal 40 of office worker 4.

[0054] Next, with reference to Figures 2, 3(a), 5(b), 7, and 8, the processing flow when clerk 4 registers a new report via the report content display means will be explained.

[0055] First, referring to Figures 3(a) and 7, Clerk 4 moves the cursor to the New creation button B2 located in the upper right corner of the home screen G1, and from the menu selection screen (not shown) that appears, clicks "Report" (Step S14). Then, the New Report Registration screen G4 shown in Figure 5(b) opens, and Clerk 4 selects various information related to the report content from the pull-down menu or enters text, then clicks the save button B3 in the upper right corner of the New Report Registration screen G4 and sends the various information to the server 60 (Steps S15, Step S16). Here, "Title" means a summary of the report content. Also, "Body" mainly means detailed information related to the report content, but it is not limited to this, and the input content is free as long as it relates to the report content. Furthermore, although not shown in this embodiment, it is also possible to add a configuration in step S15 that allows the user to select and input attachments related to the report from the attachment database 62d. In this case, the control unit 61 will constitute a means (attachment input means) for performing the above processing.

[0056] The server 60 then records the received information in the reporting database 62e (step S17). Subsequently, the server 60 displays various information related to the recorded report in the report content display area R and progress display area P of the home screen G1 shown in Figure 3(a), and in the report list display area (not shown) on the screen that is newly accessed by clicking the report button among the menu buttons B1 of the home screen G1 (step S18). Specifically, as shown in Figure 8, in the report content display area R, various information about the recorded report is displayed within report content display frames R1, which are rounded rectangles arranged within the rectangular frame of the report content display area R. More specifically, as shown in Figure 8(b), one or more attributes of the report are displayed in the attribute display row R2, the case name is displayed in the case name display row R3, the report summary is displayed in the title display row R4, the report body is displayed in the body display row R5, and the date the report content was registered is displayed in the report date display row R6. Note that in Figure 8(b), for the sake of explanation, the attribute display row R2, case name display row R3, title display row R4, body display row R5, and report date display row R6 are each shown enclosed in rectangular frames, but in the actual system, the rectangular frames are not displayed. The report list display area mentioned above is an area that displays a list of summaries of each report, each displayed within a predetermined frame. In this embodiment, clicking on each report summary displayed in this report list display area (not shown) individually displays a comment display area on the same screen (not shown) as the report list display area, where users can input new comments for each report and check comments that have already been entered.

[0057] Furthermore, in this embodiment, as shown in Figure 8(b), the system is configured to display an identification mark in the report content display frame R1 that allows administrator 2 and office worker 4 to visually recognize whether the report content displayed in the report content display frame R1 is unconfirmed (completely new content) or content that has been updated after being confirmed once. Specifically, if the content is unconfirmed (completely new content), an identification mark with the word "New" enclosed in a blue rounded rectangle is displayed, and if the content is updated, an identification mark with the word "Updated" enclosed in a green rounded rectangle is displayed. Of course, the configuration of the identification mark is not limited to that of this embodiment, and any configuration that performs the same function may be used. Furthermore, in this embodiment, as shown in Figure 8(b), when comments on the report content described later are registered, a comment unread count display frame R8 is provided in the upper right corner of the report content display frame R1 to display the number of unread comments. Furthermore, in this embodiment, the icon of the person who registered the report content (for example, an illustration or photograph) is displayed within the report content display frame R1.

[0058] The details of how the recorded report information is displayed in the progress display area P on the home screen G1 will be explained later. This completes the process of registering a new report. This process displays various information regarding the new report at designated locations on administrator terminal 20 of administrator 2, assistant terminal 30 of assistant 3, and office worker terminal 40 of office worker 4.

[0059] Furthermore, in this embodiment, as shown in Figure 8(a), the display area R for the report content is configured to include a checkbox that allows you to extract and display only those cases that have not been registered, a checkbox that allows you to extract and display only those cases whose content has not been reviewed, and a display content modification tool that allows you to select one of the options to filter and change the report content displayed by clicking on it, based on predetermined criteria (for example, in order of most recent update date).

[0060] Next, referring to Figures 2, 3(a), 9, and 10, the process flow when the administrator 2 designates the office worker 4 as the worker and registers a new task will be explained, using the work content display means, highlighting means, and identification mark display means.

[0061] First, referring to Figures 3(a) and 10, Administrator 2 moves the cursor to the New creation button B2 located in the upper right corner of the home screen G1, and from the menu selection screen (not shown) that appears, click "Task" (Step S19). Then, the new task registration screen G5 shown in Figure 9(a) opens, and Administrator 2 selects various information about the task from the pull-down menu or enters text, then clicks the save button B3 in the upper right corner of the new task registration screen G5 and sends the various information to the server 60 (Steps S20, Step S21). In this embodiment, the office worker 4, who is registered as a user, is specified as the worker. Here, "work days" refers to the work period from the start date to the completion date, or the deadline. In this embodiment, clicking on the rectangular frame displays a separate calendar selection screen, from which the start date and completion date are selected. "Title" refers to a summary of the work content. "Body" primarily refers to detailed information about the work content, but is not limited to this; any content related to the work content can be entered freely. Furthermore, although not shown in this embodiment, it is also possible to add a configuration in step S20 that allows the user to select and input attachments related to the task from the attachment file database 62d. In this case, the control unit 61 will constitute a means (attachment file input means) for performing the above processing.

[0062] The server 60 then records the received information in the work database 62f (step S22). Subsequently, the server 60 displays various information related to the recorded work in the work content display area T and progress display area P of the home screen G1 shown in Figure 3(a), and in the work list display area (not shown) of the screen that is newly displayed when the work button is clicked among the menu buttons B1 of the home screen G1 (step S23). Specifically, as shown in Figures 9(b) and 9(c), in the work content display area T, various information about the recorded work is displayed within work content display frames T1, which are formed by rectangles and are arranged within the work content display area T, which is formed by a rectangular frame. More specifically, as shown in Figure 9(c), one or more attributes of the work are displayed in the attribute display row T2, the case name is displayed in the case name display row T3, a summary of the work is displayed in the title display row T4, the main body of the report is displayed in the main body display row T5, and the start and completion dates of the work are displayed in the work period display row T6. Note that in Figure 9(c), for the sake of explanation, the attribute display row T2, case name display row T3, title display row T4, main body display row T5, and work period display row T6 are each shown enclosed in rectangular frames, but in the actual system, the rectangular frames are not displayed. The above-mentioned task list display area is an area that displays a list of summaries of each task, each displayed within a predetermined frame. In this embodiment, clicking on each task summary displayed in this task list display area (not shown) individually displays a comment display area on the same screen (not shown) as the task list display area, where users can input new comments for each task and check comments that have already been entered.

[0063] Furthermore, in this embodiment, as shown in Figure 9(c), for the office worker terminal 40 of the office worker 4 designated as a worker, a worker notification frame T8 is provided on the outer periphery of the work content display frame T1, and the worker notification frame T8 is colored in a different color (different manner) than the other work content display frames T1 displayed in the work content display area T to highlight it. More specifically, in this embodiment, the worker notification frame T8 is colored blue. Furthermore, in this embodiment, as shown in Figure 9(c), the work content displayed in the work content display frame T1 is configured to display an identification mark in the work content display frame T1 that allows the manager 2 and office worker 4 to visually recognize whether the content is unconfirmed (completely new) or has been updated after being confirmed once. Specifically, in the work status display frame T7, if the content is unconfirmed (completely new), an identification mark with the word "New" enclosed in a blue rounded rectangle is displayed, and if the content has been updated, an identification mark with the word "Updated" enclosed in a green rounded rectangle is displayed. Of course, the configuration of the identification mark is not limited to that of this embodiment, and any configuration that performs the same function may be used. Furthermore, in this embodiment, as shown in Figure 9(c), the terminal of the office worker 4 designated as the worker displays a work content display frame T1 in which a third-party designation mark T9 (specifically, a mark combining an illustration of an arrow hitting a target and the word "request") is displayed, which allows the office worker 4 to visually recognize that the new work content was registered by a third party other than themselves (that a third party other than themselves has assigned them the new work). In addition, before the office worker 4 designated as the worker confirms the work content registered by a third party other than themselves, the third-party designation mark T9 is displayed in a dark color, and after the office worker 4 has confirmed it, the third-party designation mark T9 is displayed in a light color. In this embodiment, the person who designates the worker and the person designated as the worker are different individuals. However, the system is not necessarily limited to this configuration, and the person who designates the worker and the person designated as the worker may be the same person. In such cases, the work content display frame T1 in Figure 9(c) may be configured to display nothing in particular, or it may be configured to display a sign that visually indicates that the person has designated themselves as the worker. Furthermore, when registering a new task, it is not mandatory to specify a worker; the system may be configured to allow new task registration without specifying a worker. In such cases, the system can be configured to display a worker not yet specified mark T10 (specifically, a mark combining an illustration of a person with a diagonal line through it and surrounded by a dashed circle, and the words "Worker ×") within the task content display frame T1, as shown in the upper right corner outside the frame of the task content display frame T1 in Figure 9(c). In this case, it is necessary to display this mark within the task content display frame T1 on all terminals of the administrator 2, assistant 3, and office worker 4. Furthermore, in this embodiment, when comments on the report content described later are registered, a comment unread count display frame is provided in the upper right corner of the work content display frame T1 to display the number of unread comments. However, in Figure 9(c), it is assumed that there are no unread comments, and therefore it is not shown. Furthermore, in this embodiment, for work tasks whose registered work period has expired, a flame illustration is displayed in the upper left corner of the work content display frame T1 as an identification mark to indicate that the work period has expired. However, in this embodiment, there are no work tasks whose work period has expired, so this is not shown. Note that the content of the identification mark indicating that the work period has expired and the placement of the identification mark are not limited to those of this embodiment and can be changed as appropriate.

[0064] The details of how the recorded work information is displayed in the progress display area P on the home screen G1 will be explained later. This completes the process of registering a new task. This process displays various information about the new task at designated locations on administrator terminal 20 of administrator 2, assistant terminal 30 of assistant 3, and office worker terminal 40 of office worker 4. In addition, on office worker terminal 40, various information about the new task is displayed in a manner that allows for easy confirmation that office worker 4 is the person responsible for the newly registered task.

[0065] Furthermore, in this embodiment, on the work content display area T shown in Figure 9(b), there is a checkbox that allows you to extract and display only those cases that have not been registered in the case file, a checkbox that allows you to extract and display only those cases that have not been completed, and a display content modification tool that allows you to select any one of the options displayed, which allows you to filter and change the report content to be displayed according to a predetermined criterion (for example, in order of most recent update date).

[0066] Next, referring to Figure 11, we will explain how the new case details, new report details, and new work details that have been registered through the aforementioned new case registration, new report registration, and new work registration are displayed in the progress display area P of the home screen G3 shown in Figure 3(a), via the case registration means, report content display means, and work content display means.

[0067] First, referring to Figure 11, the progress display area P is provided with a grid-like display frame, and each of the multiple display frames arranged continuously in the row direction is designated as a display frame for each date. Specifically, in this embodiment, as shown in Figure 11(b), the top row of the grid-like display frame is designated as the date display row P1, and the date is displayed in each display frame arranged in this row, so that each of the display frames arranged continuously in the row direction is designated as a display frame for each date. Furthermore, in the grid-like display frame, each row in which each display frame is located, excluding the top-most display frame in the leftmost column, is designated as the registered case display row P3. Each display frame in the leftmost column, excluding the top-most display frame, is designated as a display frame that shows the case details for each registered case. With the above configuration, in this embodiment, the details of each case are displayed in the display frames located in the leftmost column of the grid-like display frame, and the report content and work content for each case are displayed in the row direction of the display frame that displays the details of each case, and in the date display frame corresponding to the registration date of the report content and the date display frame corresponding to the work period of the work content.

[0068] Therefore, the details of new projects are displayed in each display frame, except for the topmost frame in the leftmost column, as shown in Figure 11(b). Specifically, the progress status of the project is displayed in row P4, the project category is displayed in row P5, and the project name is displayed in row P6. Furthermore, for reports concerning new cases, as shown in Figure 11(b), a report content display box P7 is displayed within the display box corresponding to the registration date of the report content, with the title and body of the report content entered. Furthermore, for work details related to new projects, as shown in Figure 11(b), a work details display frame P8 is displayed within the display frame for the day corresponding to the work period of the work details, with the title and body of the work notice entered. Here, for work details display frames P8 that span multiple days, the size of the work details display frame P8 is adjusted to span across the display frames for multiple days. Furthermore, in this embodiment, as shown in Figure 11(b), the report content display frame P7 and the work content display frame P8 for the same case are configured to be displayed on the same line (registered case display line P3) of the progress display area P. Furthermore, for projects where the project name is not registered, the report content display frame P7 and the work content display frame P8 will be displayed in the top row of the progress display area P.

[0069] Furthermore, in this embodiment, as shown in Figure 11(a), the upper right of the progress display area P is configured to include a checkbox that allows the user to extract and display only the case files they are in charge of, and a display content modification tool that allows the user to select one of the options, which displays multiple options that allow the user to filter and change the case content to be displayed according to predetermined criteria (for example, in order of most recent update date). Furthermore, the progress display area P has a configuration that includes multiple progress selection buttons B4 in the upper left corner, which, when clicked, allow you to filter and display only the progress status you want. Furthermore, above the date display row P1, there are multiple attribute selection buttons B5 that, when clicked, allow you to extract and display only the items with the desired attributes. Furthermore, within the display frame for each project in the progress display area P, there are report buttons B6 for registering new reports and task buttons B7 for entering new tasks. Clicking these report buttons B6 or task buttons B7 will display a small input screen on the same screen, allowing users to enter and register task details and report details.

[0070] Next, referring to Figures 2, 12, and 13, the process flow when administrator 2 registers a new comment related to the work via the comment input display means will be explained.

[0071] First, Administrator 2 clicks on at least one of the following frames on the home screen G1: the report content display frame T1 displayed in the report content display area T, the work content display frame R1 displayed in the work content display area R, the report content display frame P7 displayed in the progress display area P, and the work content display frame P8 displayed in the progress display area P. Here, Administrator 2 clicks on the work content display frame R1 displayed in the work content display area R (step S24). Then, a comment display area C, where comments about the work content in the work content display frame R1 can be entered, is newly displayed on the right side of the screen, on the same screen as the screen where the report content display area R and the work content display area T are displayed, becoming the new comment input display screen G6. Enter a comment in the new comment input frame C6 and click the submit button (not shown) that newly appears when you enter a comment in the new comment input frame C6 (steps S25, S26). Note that the case name display line C2 on the new comment input display screen G6 displays the case name, the worker in charge of the work is displayed in the worker display frame C3, and details about the work are displayed in the main text display frame C4. Here, for the sake of explanation, the case name display line C1 is shown as being composed of a rectangular frame, but the rectangular frame is not actually displayed on the screen. Furthermore, although not shown in this embodiment, in step S25, when entering a new comment, it is possible to select and input attachments related to the task from the attachment database 62d within the comment display area C, and to add a configuration that displays a new screen on the same screen as the screen where the comment display area C is displayed, allowing the input attachments to be confirmed (for example, a configuration that displays a new attachment display screen to the right of the comment display area). In this case, the control unit 61 will constitute means for performing the above processing (attachment input means, attachment display means).

[0072] The server 60 then records the entered comment content in the comment content database 62g (step S27). Subsequently, the server 60 displays the entered comment content in the comment display frame C5 of the comment display area C (step S28). In this embodiment, if any further comments are entered by system users, including administrator 2, for the same task, the system is configured to display each comment in the order they were entered in the comment display area C. This completes the process of registering a new comment.

[0073] In this embodiment, when multiple comments are displayed in a list, a reply button B8 is provided that allows users to reply directly to each comment. By clicking this reply button B8, entering a comment in the new comment input field C6, and clicking the send button (not shown), the replied comment will be displayed directly below the original comment displayed in the comment display field C5. Furthermore, the system is configured so that users can modify the title, body, and other elements of the work description by clicking the edit button B9 on the new comment input screen G6. Furthermore, clicking the "Complete" button B10 on the new comment input display screen G6 notifies all system users that the task for which the user was designated as the worker has been completed. Specifically, clicking the "Complete" button B10 causes the task content display frame T1 in the task content display area T on the home screen G1, corresponding to the task for which the "Complete" button B10 was clicked, and the task content display frame P8 in the progress display area P, corresponding to the task for which the "Complete" button B10 was clicked, to be colored gray. Of course, the configuration that allows all system users to be notified that the task for which the user was designated as the worker has been completed is not limited to this configuration; any configuration that performs a similar function is acceptable. Furthermore, a similar "Complete" button is also displayed in the comment display area that appears when you individually click on the summary of each task in the task list display area (not shown in the diagram).

[0074] Furthermore, while the above explanation described the case where Administrator 2 enters comments regarding the work content, when Administrator 2 enters comments regarding the report content, they can click on either the report content display frame T1 displayed in the report content display area T on the home screen G1, or the report content display frame P7 displayed in the progress display area P, and enter and display comments regarding the report content in the same manner as described above. Furthermore, in this case, instead of the completion button B10 explained in the new comment registration section for the above work, a confirmation button (not shown) is displayed. Clicking this confirmation button notifies all system users that the report content has been reviewed. Specifically, clicking the confirmation button causes the report content display frame R1 in the report content display area R on the home screen G1, corresponding to the report content for which the confirmation button was clicked, and the report content display frame P7 in the progress display area P, corresponding to the report content for which the confirmation button was clicked, to be colored gray. Of course, the configuration that notifies all system users that the report content has been reviewed is not limited to this configuration; any configuration that performs a similar function is acceptable. Furthermore, a similar confirmation button is also displayed in the comment display area that appears when you individually click on the summary of each report in the report list display area (not shown in the diagram). Furthermore, similar to the registration of new comments regarding the work content described above, when entering new comments on the report content, it is possible to select and input attachments related to the report from the attachment database 62d within the comment display area C, and to add a configuration that displays a new screen on the same screen as the screen where the comment display area C is displayed, allowing the input attachments to be confirmed (for example, a configuration that displays a new attachment display screen to the right of the comment display area). In this case, the control unit 61 will constitute means for performing the above processing (attachment input means, attachment display means).

[0075] The case management, information sharing, and document organization system 1 according to the embodiment of the present invention, consisting of the above configuration, provides the following effects.

[0076] By providing means for displaying work details and means for adding highlighting, information regarding work details and work dates for multiple projects can be shared among multiple people, thus enabling efficient project management and information sharing among multiple individuals. Furthermore, by highlighting the tasks assigned to the worker, the system can effectively prevent tasks from being forgotten.

[0077] Furthermore, by incorporating identification marking means, a person designated as a worker to perform a new task can easily visually confirm that they have been designated as such by a third party. Therefore, the system can be designed to enable more efficient project management and information sharing among multiple individuals. Furthermore, regarding the display method of the third-party designation mark T9, by displaying the third-party designation mark T9 in a dark color before the office worker 4, who has been designated as the worker, confirms the work content registered by a third party other than oneself, and displaying the third-party designation mark T9 in a light color after the office worker 4 has confirmed it, it is possible to create a system that makes it easy to check whether the person who was assigned the work content has confirmed it. Furthermore, in cases where the person designating the worker and the person designated as the worker are the same individual, the system can be configured so that nothing is displayed in the work content display frame T1, or so that a visually recognizable sign indicates that the person designated themselves as the worker is displayed, thereby making it easy to check that the person designated themselves as the worker. In addition, when registering a new task without specifying a worker, if a worker not yet specified (specifically, a mark combining an illustration of a person with a diagonal line through it and surrounded by a dashed circle, and the words "Worker ×") is displayed in the task content display frame T1, it becomes easy to confirm that a worker has not yet been specified, making it possible to create a system that enables more efficient task management and information sharing among multiple people.

[0078] Furthermore, the progress display area P is equipped with a grid-like display frame, and each of the multiple display frames arranged continuously in the row direction is a display frame for each date. The server 60, in the work content display means, configures the work content display frame P8 that is displayed in a list in the progress display area P to display work content that spans multiple days, so that the size of the work content display frame spans multiple days. This makes it possible to create a system in which the work period can be easily grasped visually.

[0079] Furthermore, in the work content display means and the report content display means, by configuring the report content display frame P7 and the work content display frame P8 for the same case to be displayed on the same line in the progress display area P, it becomes easy to check the report content and work content for the same case, and the system can be made to enable more efficient case management and information sharing among multiple people.

[0080] Furthermore, the server 60 is equipped with a case registration means for registering a case name and one or more attributes corresponding to a case. For cases in which the case name and attributes have been registered by the case registration means, the report content display means and the work content display means are configured to display the registered case name and attributes in the report content display frame R1 that is displayed in a list in the report content display area R, the work content display frame T1 that is displayed in a list in the work content display area T, the work content display frame T1 that is displayed in a list in the work content display area T, the work content display frame T1 that is displayed in a list in the work content display area P, and each display frame that is placed in any column of the progress display area P. This configuration makes it easy to check the case names and attributes of each of multiple cases, and enables a system in which multiple people can manage cases and share information about cases more efficiently.

[0081] Furthermore, for cases where the case name is not registered, the server 60 is configured to display the report content display frame R1 and the work content display frame T1 in the top row of the display frame in the progress display area P, thereby enabling multiple people to share information in advance about cases that may be accepted as cases in the future, even though the case name is not yet registered. This makes it possible to create a system that allows multiple people to work more efficiently.

[0082] Furthermore, by incorporating a comment input and display mechanism, multiple people can easily exchange comments regarding work content and report content, and all comments can be easily viewed. This makes it possible to create a system that enables more efficient project management and information sharing among multiple people. Furthermore, when a reply is made to an individual comment, the original comment and the reply are displayed side-by-side, making it possible to create a system that allows for more efficient project management and information sharing among multiple people.

[0083] Furthermore, the server 60 is configured to display identification markers in the report content display frame R1 and the work content display frame T1, allowing each user to visually recognize whether the report content displayed in the report content display frame in the report content display area or the work content displayed in the work content display frame in the work content display area is unconfirmed or has been updated after being confirmed. This makes it easy for each person to visually grasp which work content and report content should be prioritized for confirmation. As a result, it is possible to prevent overlooking confirmation of work content and report content, and to create a system that enables more efficient case management and information sharing among multiple people.

[0084] Furthermore, by configuring the system so that the following are colored gray: the work content display frame T1 in the work content display area T of the home screen G1 that corresponds to the work content for which the "Complete" button B10 was clicked; the work content display frame P8 in the progress display area P that corresponds to the work content for which the "Complete" button B10 was clicked; the report content display frame R1 in the report content display area R of the home screen G1 that corresponds to the report content for which the "Confirm" button was clicked; and the report content display frame P7 in the progress display area P that corresponds to the report content for which the "Confirm" button was clicked, multiple people can easily confirm whether a task has been completed and whether the report content has been confirmed, making it possible to create a system that enables more efficient project management and information sharing among multiple people.

[0085] Furthermore, by placing checkboxes and display content modification tools in each of the following areas—the report content display area R, the work content display area T, and the progress display area P—the system can be made even more convenient for users.

[0086] Furthermore, for tasks whose registered work period has expired, a flame illustration is displayed in the upper left corner of the work content display frame T1 as an identification marker to indicate that the work period has expired. This configuration allows multiple people to easily confirm which incomplete tasks should be prioritized by whom, making it possible to create a system that enables more efficient project management and information sharing among multiple people.

[0087] Furthermore, on the home screen G1, the report content display area R, work content display area T, and progress display area P are all displayed in a list on the same screen. This configuration allows users to check and understand the status of each area on a single screen, making it possible to create a system that enables more efficient project management and information sharing among multiple people.

[0088] Furthermore, by providing a detailed screen for each project, the status of each project (report content, work details, progress) and important notes can be viewed and understood on a single screen, making it possible to create a system that enables more efficient project management and information sharing among multiple people.

[0089] Furthermore, by placing a report button B6 for registering a new report and a task button B7 for entering a new task within the display frame of each project in the progress display area P, new report registration and new task registration can be made even easier, resulting in a more efficient system.

[0090] Furthermore, by displaying the icon of the person who registered the report in the report content display frame R1, multiple people can easily identify who registered the report, making it possible to create a system that enables more efficient case management and information sharing among multiple people.

[0091] Furthermore, by adding a configuration that allows users to select and input customer information related to a case from customer data registered in the customer database 62c during the new case registration process, and by adding a configuration that allows users to select and input attached files related to a case from the attachment file database 62d during the new case registration, new report registration, new work registration, and new comment registration processes, it becomes possible to efficiently share customer information related to a case among multiple people, as well as to efficiently organize documents related to a case. This makes it possible to create a system that enables even more efficient case management and information sharing among multiple people. In addition, when entering a new comment, if the system is configured to allow users to select and input attachments related to the work or report from the attachment database 62d within the comment display area C, and to display a new screen on the same screen as the comment display area C where the entered attachments can be viewed, it becomes possible to easily check the contents of the attached documents along with the comments, making it possible to create a system that enables more efficient project management and information sharing among multiple people.

[0092] In the embodiments of the present invention described above, the process for registering a new task involved selecting only one worker. However, the configuration for specifying workers is not limited to this, and a configuration that allows for the selection of multiple workers is also possible. In this case, the configuration may involve specifying each worker individually, or it may involve specifying multiple people who have been pre-registered as a group. [Industrial applicability]

[0093] According to the present invention, it is possible for multiple people to efficiently manage cases, share information related to cases, and organize documents related to cases, thus making it highly applicable to the industrial field of case management, information sharing, and document organization systems. [Explanation of Symbols]

[0094] 1. Project Management, Information Sharing, and Document Organization System 2 Administrator 3 assistants 4 Clerk 5. Operator 10 Telecommunication lines 20 Administrator terminals 21 Control Unit 22 Memory section 23 Communications Department 24 Display section 25 Control section 30 Assistant terminals 31 Control Unit 34 Display section 35 Control section 40. Office worker terminals 41 Control Unit 44 Display section 45 Operation section 50 Operator terminals 51 Control Unit 54 Display section 55 Operation section 60 servers 61 Control Unit 62 Storage section 63 Communications Department 62a User Database 62b Project Database 62c Customer Database 62d Attachment Database 62e Report Content Database 62f Work Details Database 62g Comment Content Database B1 Menu button B2 New creation button B3 Save button B4 Progress Selection Button B5 Attribute Selection Button B6 Report Input Button B7 Input Button B8 Reply button B9 Edit button B10 Complete button C1 Item name display line C2 Title display row C3 Worker display frame C4 Text display frame C5 Comment display box C6 New comment input field G1 Home Screen G2 New User Registration Screen G3 New Project Registration Screen G4 New Report Registration Screen G5 New Task Registration Screen G6 New Comment Input Display Screen P1 Date display row P2 Unregistered Case Display Row P3 Registered Case Display Row P4 progress display line P5 attribute display line P6 Item name display line P7 Report Content Display Frame P8 Work content display frame R1 Report Content Display Frame R2 attribute display line R3 Item name display line R4 Title display line R5 Main text display line R6 Report date display line R7 Report Status Display Frame R8 Unread comment count display box T1 Work content display frame T2 attribute display line T3 Item name display line T4 Title display row T5 Main text display line T6 Work period display line T7 Work Status Display Frame T8 Worker Announcement Frame T9 Third party designated sign T10 Unassigned Worker Sign

Claims

1. A project management, information sharing, and document organization system that allows multiple people to register project-related information for multiple projects undertaken as part of their work, and allows multiple people to view the registered project-related information, comprising: an operator terminal operated by the operator who manages the system; an administrator terminal operated by an administrator who is registered with the operator as a user who can use the system and has the authority to make various settings when using the system; a non-administrator terminal operated by a non-administrator who is registered with the administrator as a user who can use the system; and a management device that mediates between the operator terminal, the administrator terminal and the non-administrator terminal via a telecommunications line, wherein when new work content for any project is registered as project-related information, specifying the administrator or non-administrator as the worker performing the work, the registered new A project management, information sharing, and document organization system characterized by: displaying a list of work content display frames in the work content display area, separating them from other work content display frames that display registered work content for other projects; displaying a list of work content display frames in the progress display area, separating them from other work content display frames that display other registered work content in association with the work date of the new work content; and providing highlighting means for the administrator terminal of the administrator designated as the worker or the non-administrator terminal of the non-administrator, highlighting the work content display frame that displays the work content designated as the worker among the work content display frames displayed in the work content display area in a different manner from the other work content display frames displayed in the list.

2. The case management, information sharing, and document organization system according to claim 1, characterized in that the management device includes an identification sign display means that, when the person who designates the worker to perform the new work is a person other than the designated manager or non-manager, displays an identification sign in the work content display frame that displays the new work in the work content display area on the manager terminal of the designated manager or the non-manager terminal of the non-manager, making it visually recognizable that the new work was registered by a person other than the designated manager or non-manager.

3. The progress display area is provided with a grid-like display frame, and each of the multiple display frames arranged continuously in the row direction is a display frame for each date, and the management device, in the work content display means, displays the size of the work content display frame that spans multiple days among the work content display frames that are displayed in a list in the progress display area, characterized in that the size of the work content display frame spans multiple days. This is the case management, information sharing, and document organization system according to claim 1 or 2.

4. The management device includes a report content display means that, when new report content is registered for any case as related information, displays a report content display frame that displays the registered new report content in a list in the report content display area, separated from other report content display frames that display registered report content for other cases, and displays the report content display frame that displays the new report content in a list in the progress display area, separated from other report content display frames that display other registered report content in association with dates, and associated with the date on which the new report content was registered, and the work content display means and the report content display means display the work content display frame and the report content display frame for the same case on the same line in the progress display area, characterized in that the case management, information sharing, and document organization system according to claim 3.

5. The management device includes a case registration means for registering a case name and one or more attributes corresponding to a case, and for cases in which the case name and attributes have been registered by the case registration means, the registered case name and attributes are displayed in the work content display means and the report content display means, in which the registered case name and attributes are displayed in the work content display frame that is displayed in a list in the work content display area, the work content display frame that is displayed in a list in the report content display area, the report content display frame that is displayed in a list in the report content display area, the report content display frame that is displayed in a list in the report content display area, the report content display frame that is displayed in a list in the report content display area, and each display frame that is placed in any column of the progress display area. This is the case management, information sharing, and document organization system according to claim 4.

6. The project management, information sharing, and document organization system according to claim 4, characterized in that, for projects where the project name is not registered, the management device displays the report content display frame and the work content display frame in the display frame located in the top row of the progress display area in the work content display means and the report content display means.

7. The management device is characterized by comprising a comment input display means that, when at least one of the following frames is clicked, a comment display area is newly displayed on the same screen as the screen on which the work content display area and the report content display area are displayed, allowing the user to input comments related to the content displayed in each frame and to confirm the entered comments, and when a new comment is entered in the comment display area, the new comment is displayed in the comment display area.

8. The management device is characterized in that, in the work content display means and the report content display means, an identification mark is displayed in the work content display frame and the report content display frame, which allows an administrator or non-administrator to visually recognize whether the work content displayed in the work content display frame and the report content displayed in the report content display frame, which are displayed in the work content display area, is unconfirmed or has been updated after being confirmed, as described in claim 4.

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