Document creation device and document creation method

Abstract

To provide a document creation device and a document creation method that enable a user to efficiently and easily create a work report for each of a plurality of cases ordered by the user from a plurality of business partners. [Solution] The document creation device includes an information processing device having a storage device. The information processing device is communicatively connected to a terminal equipped with a display device capable of displaying images. The storage device stores management information including information on a plurality of client's, information on a plurality of cases ordered by each of the multiple client's to the contractor, and information on work for the cases. The information processing device displays an information input screen on the display device of the terminal for inputting information on each of the multiple cases. The information processing device creates a work report on the work for each case based on the management information.

Description

[Technical field]

[0001] The present disclosure relates to a document creation device and a document creation method. [Background technology]

[0002] In recent years, the freelance work style has become more widespread, with many individuals working independently. In freelance work, it is essential to create various documents such as estimates and work reports for contracts with clients and progress management of work. However, creating these documents manually takes time and effort, and is a heavy burden, especially for freelancers who work alone.

[0003] Patent Document 1 discloses a document creation device that aims to reduce the amount of work involved in creating at least one of an invoice or a report when a business contractor reports on work performed under contract from a business contractor. [Prior art documents] [Patent documents]

[0004] [Patent Document 1] Patent No. 7037677 Summary of the Invention [Problem to be solved by the invention]

[0005] It is common for freelancers to simultaneously manage multiple clients (business partners) and multiple projects (tasks ordered by business partners). However, when creating work reports for these projects, the contractor must record in detail the work content and progress status, which differ for each project.

[0006] However, it takes a lot of time and effort for a contractor to understand the progress of multiple cases with overlapping work periods and compile information about the work performed for each case, such as the operating hours of the work, to create a work report.Therefore, there is a demand for a document creation device that enables a contractor to efficiently and easily create work reports for each case for multiple cases ordered by multiple clients.

[0007] Furthermore, to create a work report for each case, it is necessary to register (input) information generated in each process, such as user registration, outsourcing contract, ordering, and work for the ordered case, into the document creation device. When each process occurs, information about the process is registered (input) into the document creation device. For this reason, the timing at which information about each process is registered (input) into the document creation device differs. Therefore, the document creation device needs to efficiently manage this information, which is input at different times, so that it is consistent.

[0008] The document creation device in Patent Document 1 creates a work report on work performed by a contractor upon receiving a commission from a single client. The document creation device in Patent Document 1 does not create documents for each of multiple cases ordered by multiple clients. Patent Document 1 does not describe an information input screen for efficiently inputting information about work for each of multiple cases (for example, multiple cases with overlapping work periods).

[0009] The present disclosure has been made to solve the above-mentioned problems. That is, one of the objectives of the present disclosure is to provide a document creation device and a document creation method that enable a user to efficiently and easily create a work report for each of a plurality of cases ordered from a plurality of business partners to the user. [Means for solving the problem]

[0010] In order to solve the above problems, the document creation device of the present disclosure is a document creation device that includes an information processing device having a storage device, the information processing device is communicatively connected to a terminal equipped with a display device capable of displaying images, the storage device stores management information including information on a plurality of principals, information on a plurality of cases ordered by each of the plurality of principals from a contractor, and information on work for the cases, and the information processing device is configured to display an information input screen on the display device of the terminal for inputting information on each of the plurality of cases, and to create a work report on the work for each of the cases based on the management information.

[0011] The document creation method disclosed herein is a document creation method that includes an information processing device having a storage device, wherein the information processing device is communicatively connected to a terminal equipped with a display device capable of displaying images, and the storage device stores management information including information on a plurality of principals, information on a plurality of cases ordered from a contractor by each of the plurality of principals, and information on work for the cases, and the information processing device displays an information input screen on the display device of the terminal for inputting information on each of the plurality of cases, and creates a work report regarding the work for each of the cases based on the management information. Effect of the Invention

[0012] According to the present disclosure, it is possible for a user to efficiently and easily create a work report for each of a plurality of cases ordered from a plurality of business partners. Note that the effects described here are not necessarily limited to those described herein, and may be any of the effects described in the present disclosure. [Brief description of the drawings]

[0013] [Figure 1] FIG. 1 is a system configuration diagram showing an example of the configuration of a system including a document creation device according to an embodiment of the present disclosure. [Diagram 2] FIG. 2 is a schematic diagram showing an example of a hardware configuration of the document production device. [Diagram 3] FIG. 3 is a diagram illustrating an example of the user table. [Figure 4] FIG. 4 is a diagram illustrating an example of the trustor table. [Diagram 5] FIG. 5 is a diagram for explaining an example of the estimate table. [Figure 6] FIG. 6 is a diagram for explaining an example of the case table. [Figure 7] FIG. 7 is a diagram for explaining an example of the work report table. [Figure 8] FIG. 8 is a diagram for explaining the stages in which the tables shown in FIGS. 3 to 7 are created (updated) and the relationships between the tables. [Figure 9A] FIG. 9A is a diagram showing an example of a GUI screen displayed on the display device of the depository terminal. [Figure 9B] FIG. 9B is a diagram showing an example of a GUI screen displayed on the display device of the depository terminal. [Figure 9C] FIG. 9C is a diagram showing an example of a GUI screen displayed on the display device of the depository terminal. [Figure 9D] FIG. 9D is a diagram showing an example of a GUI screen displayed on the display device of the depository terminal. [Figure 10A] FIG. 10A is a diagram showing an example of a GUI screen displayed on the display device of the depository terminal. [Figure 10B] FIG. 10B is a diagram showing an example of a GUI screen displayed on the display device of the depository terminal. [Figure 11] FIG. 11 is a flowchart showing a process flow executed by the document production device. [Figure 12] FIG. 12 is a flowchart showing a process flow executed by the document production device. [Figure 13] FIG. 13 is a flowchart showing a process flow executed by the document production device. [Figure 14] FIG. 14 is a flowchart showing a process flow executed by the document production device. [Figure 15] FIG. 15 is a flowchart showing a process flow executed by the document production device. [Figure 16] FIG. 16 is a flowchart showing a process flow executed by the document production device. [Figure 17] FIG. 17 is a flowchart showing a process flow executed by the document production device. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0014] Hereinafter, embodiments of the present disclosure will be described with reference to the drawings. In all drawings of the embodiments, the same or corresponding parts may be denoted by the same reference numerals.

[0015] In the following description, various types of information may be described using expressions such as "table," "record," "column," "row," and "list," but various types of information may be expressed in data structures other than these. Information represented in one table may be represented in multiple tables. Information represented in multiple tables may be represented in one table.

[0016] When describing the identification information, expressions such as "ID" and "name" are used, but these are interchangeable and may be replaced by other expressions of identification information.

[0017] In the following description, the process may be described with a device such as the document creation device 100 as the subject, but the subject of the process may be an "information processing device" instead of the document creation device 100, or a CPU instead of the device. The subject of the process performed by executing a program may be a calculation unit, and may include a dedicated circuit that performs specific processing. Here, the dedicated circuit is, for example, a Field Programmable Gate Array (FPGA), an Application Specific Integrated Circuit (ASIC), or a Complex Programmable Logic Device (CPLD).

[0018] In the following description, a program may be installed in a computer from a program source. The program source may be, for example, a program distribution server or a computer-readable storage medium. When the program source is a program distribution server, the program distribution server may include a processor and a storage resource that stores a program to be distributed, and the processor of the program distribution server may distribute the program to be distributed to other computers. In addition, in an embodiment, two or more programs may be realized as one program, or one program may be realized as two or more programs.

[0019] <<Embodiment>> <Configuration> Fig. 1 is a system configuration diagram showing an example of the configuration of a system including a document creation device 100 according to an embodiment of the present disclosure. As shown in Fig. 1, the system includes the document creation device 100 and a plurality of user terminals 200 and 300A to 300X.

[0020] For ease of explanation, the user terminals 300A to 300X used by the client, who is a user who orders a task, are referred to as client terminals 300, and the user terminal 200 used by the contractor, who is a user who accepts the task ordered by the client, is referred to as contractor terminal 200. When there is no need to distinguish between the user terminals 200 and 300A to 300X, they may be referred to as "user terminals."

[0021] In the example of Fig. 1, the system includes a trustee terminal 200 and multiple trustor terminals 300A through 300X. Hereinafter, when there is no need to distinguish between the trustor terminals 300A through 300X, they will be referred to as "trustor terminals 300." In the system, a user who is a trustee in the example of Fig. 1 may also be a trustor, and a user who is a trustor in the example of Fig. 1 may also be a trustee. Therefore, there may be multiple trustee terminals 200.

[0022] The document creation device 100, the trustee terminal 200, and the trustor terminal 300 are communicably connected via a network NW1. The network NW1 is, for example, the Internet.

[0023] Fig. 2 is a schematic diagram showing an example of a hardware configuration of the document creation device 100. As shown in Fig. 2, the document creation device 100 includes a non-volatile storage device 110 capable of reading and writing data, a memory 120 (e.g., RAM), a CPU 130, an input / output interface 140, a network interface 150, and a bus 160. The storage device 110, the memory 120, the CPU 130, the input / output interface 140, and the network interface 150 are connected via the bus 160. An apparatus including the storage device 110, the memory 120, the CPU 130, the input / output interface 140, the network interface 150, and the bus 160 may be referred to as a "computer" or an "information processing device."

[0024] The document creation device 100 may be composed of multiple computers. The computers may be virtual computers on the cloud. The computers are provided with a timer device (not shown) for measuring date and time information. The computers may not be provided with a timer device and may have a function of acquiring date and time information from an external source.

[0025] The storage device 110 holds (stores, holds) a program 111 and a database 112 .

[0026] The CPU 130 loads the program 111 stored in the storage device 110 into the memory 120. The CPU 130 executes the program 111 loaded into the memory 120 to realize various functions of the document production device 100.

[0027] The database 112 includes a user table 210, an entrustor table 220, an estimate table 230, a case table 240, a work report table 250, and a prepared document DB 260. The details of the user table 210, the entrustor table 220, the estimate table 230, the case table 240, and the work report table 250 will be described later. Although not shown in FIG. 1, the database 112 may hold information necessary for preparing other types of documents (such as an estimate table 260 and an other document table 270 (see FIG. 8)) in addition to the above information. Note that each of the above tables is a concept (virtual table) used for convenience in explaining information stored in the database 112. Each table is stored in the database 112 when each process in FIG. 8 occurs.

[0028] The user table 210, the client table 220, the estimate table 230, the case table 240, the work report table 250, the quotation table 260, and the other documents table 270 may be referred to as "management information." Note that information including at least the work report table 250 (i.e., information including "information on a plurality of client(s), information on a plurality of cases ordered from each of the plurality of client(s) to the contractor, and information on the work for the cases") may also be referred to as "management information." The user table 210 may be referred to as "user information." The client table 220 may be referred to as "client information." The estimate table 230 may be referred to as "estimate information." The case table 240 may be referred to as "case information." The work report table 250 may be referred to as "work report information."

[0029] The created document DB 260 is a database in which documents created by the document creation device 100 and documents uploaded from user terminals are stored.

[0030] In the memory 120, the program 111 to be executed by the CPU 130 is loaded as described above, and data used when the CPU 130 executes the program 111 is temporarily stored.

[0031] The input / output interface 140 is an interface for connecting operation devices such as a keyboard and a mouse, a display, etc. The network interface 150 is an interface for connecting the computer to the network NW1.

[0032] 3 is a diagram for explaining an example of the user table 210. The user table 210 is information stored in the database 112 of the document production device 100 in the user registration process of FIG.

[0033] 3, the user table 210 includes a user ID 211 and a user 212 as columns for storing information (values). In the user table 210, information corresponding to each column related to a user is associated with each other and stored as information (records) on a row basis.

[0034] Specifically, an ID for identifying a user is stored in the user ID 211. A user name is stored in the user 212. Authentication information (password) 213 is stored with authentication information (password) for authenticating a user.

[0035] 4 is a diagram for explaining an example of the entrustor table 220. The entrustor table 220 is information stored in the database 112 of the document production device 100 in the entrustment contract process of FIG.

[0036] 4, the trustor table 220 includes columns for storing information (values), such as trustor ID (user ID) 221, trustor 222 (business partner) 222, trustee ID (user ID) 223, trustee 224, and contract details 225. In the trustor table 220, information corresponding to each column relating to the trustor and trustee who have concluded a trust agreement, such as a contract, is associated with each other and stored as row-by-row information (records).

[0037] Specifically, the trustor ID (user ID) 221 stores a user ID for identifying the trustor. The trustor (business partner) 222 stores the name of the trustor (business partner). The trustee ID (user ID) 223 stores an ID for identifying the trustee. The trustee 224 stores the name of the trustee. The contract content 225 stores the content of the entrustment contract (for example, the content of the contract, etc.).

[0038] 5 is a diagram for explaining an example of the estimate table 230. The estimate table 230 is information stored in the database 112 of the document production device 100 in the estimate process of FIG.

[0039] 5, quotation table 230 includes columns for storing information (values), such as quotation ID 231, entrustor ID 232, entrustee ID 233, date 234, request content 235, and fee-detailed information 236. In quotation table 230, information corresponding to each column related to the quotation is associated with each other and stored as information (records) on a row-by-row basis.

[0040] Specifically, the quotation ID 231 stores an ID for identifying the quotation. The entrustor ID 232 stores an ID for identifying the entrustor. The entrustee ID 233 stores an ID for identifying the entrustee. The date 234 stores the date when the quotation was created. The request details 235 stores the details of the request when the quotation was received. The fee-detail information 236 stores information related to the amount and details of the quotation.

[0041] 6 is a diagram for explaining an example of the case table 240. The case table 240 is information stored in the database 112 of the document production device 100 in the ordering process of FIG.

[0042] 6, the case table 240 includes columns for storing information (values), such as case ID 241, case 242, entrustor ID 243, contractor ID 244, order date 245, order details 246, and fee calculation information 247. In the case table 240, information corresponding to each column relating to an order from an entrustor to a contractor is associated with each other and stored as information (records) on a row-by-row basis.

[0043] Specifically, the case ID 241 stores an ID for identifying the case. The case 242 stores the name of the case. The client ID 243 stores an ID for identifying the client. The contractor ID 244 stores an ID for identifying the contractor. The order date 245 stores the date on which the client ordered the case. The order details 246 store the details of the order, including the delivery date. The fee calculation information 247 stores information necessary for calculating the fee, such as the hourly rate corresponding to each task.

[0044] 7 is a diagram for explaining an example of the work report table 250. The work report table 250 is information stored in the database 112 of the document production device 100 in the work report production process of FIG.

[0045] 7, work report table 250 includes columns for storing information (values), such as work ID 251, case ID 252, case 253, client ID 254, client (client) 255, date 256, work content 257, operating time period 258, and operating hours 259. In work report table 250, information corresponding to each column regarding work performed by a contractor is associated with each other and stored as row-by-row information (records).

[0046] Specifically, the task ID 251 stores an ID for identifying the task. The case ID 252 stores an ID for identifying the case. The case 253 stores the name of the case. The client ID 254 stores an ID for identifying the client. The client (client) 255 stores the name of the client (client). The date 256 stores the date on which the task was performed. The task content 257 stores the content of the task. The operating time zone 258 stores the time zone (operating time zone) when the task was performed. The operating time 259 stores the time when the task was performed. Note that each of the above tables is a concept (virtual table) used for convenience in explaining the information stored in the database 112, and overlapping data, for example, the value of the user ID in the user table 210, may be related as the value of the client or the contractor in the client table 220.

[0047] 1 again, the depository terminal 200 is, for example, a smartphone, a tablet terminal, or a PC such as a notebook PC (personal computer). An example of the hardware configuration of the depository terminal 200 includes the storage device 110, memory 120, CPU 130, input / output interface 140, network interface 150, bus 160, and an operation device (e.g., a mouse, keyboard, touch pad, etc.) connected to the input / output interface 140 and a display device (display) capable of displaying images, all shown in FIG. The depository terminal 200 may be equipped with a display device with an operation device such as a touch panel.

[0048] The entrustor terminal 300 is, for example, a smartphone, a tablet terminal, a PC such as a notebook PC (personal computer), etc. An example of the hardware configuration of the entrustor terminal includes the storage device 110, memory 120, CPU 130, input / output interface 140, network interface 150, bus 160, and an operation device (e.g., a mouse, keyboard, touch pad, etc.) connected to the input / output interface 140 and a display device (display) capable of displaying images, as shown in Fig. 2. The entrustor terminal 300 may be equipped with a display device with an operation device such as a touch panel.

[0049] <Summary> The outline of the present disclosure will be described. The document creation device 100 efficiently manages information required for creating work reports, quotations, and other documents for each business partner and project, for multiple business partners and multiple projects managed simultaneously by the contractor, using the tables in Fig. 3 to Fig. 7, the estimate table 260 (Fig. 8), and the other documents table 270 (Fig. 8) required for creating other documents. Other documents are, for example, invoices, inspection slips, and payment notices.

[0050] 3 to 7, the estimate table 260, and the other documents table 270 are stored in the database 112 at each process (stage) shown in Fig. 8. These multiple tables efficiently manage the separate information created at each process (stage) while maintaining data consistency.

[0051] FIG. 8 is a diagram for explaining the stages in which the tables shown in FIGS. 3 to 7 are created (updated) and the relationships between the tables.

[0052] When a user registration process occurs, the document creation device 100 creates a record in the user table 210 based on the information input by the user and saves the record in the database 112. The user registration process is a process for registering a user who wishes to use the document creation device 100 in the document creation device 100. After user registration, the registered user can use the document creation device 100 by logging in to the document creation device 100. Users other than the registered user cannot use the document creation device 100.

[0053] When an outsourcing contract process occurs, the document creation device 100 creates a record in the entrustor table 220 using information input by a registered user and information acquired by referring to the user table 210 (user ID, name of each user), and saves it in the database 112. The outsourcing contract process is a process in which an outsourcing contract is made between registered users. Note that the document creation device 100 cannot create a record in the entrustor table 220 if the user ID and name of each user do not exist in the referenced user table 210. This allows the document creation device 100 to save information related to the outsourcing contract for registered users only.

[0054] When an estimate process occurs, the document creation device 100 creates a record in the estimate table 230 using information input by the user and information acquired by referring to the trustor table 220 (the trustor ID and trustee ID associated with each other), and saves the record in the database 112. The estimate process is a process in which a user saved as a trustee in the trustor table 220 receives a request for estimate from a user saved as a trustor and makes an estimate. Note that the document creation device 100 cannot create a record in the estimate table 230 if the trustor ID and trustee ID that are associated with each other do not exist in the referenced trustor table 220. This allows the document creation device 100 to save information about estimate requests in the database 112 only between registered users who are in an entrusted relationship.

[0055] When a quotation creation process occurs, the document creation device 100 creates a record (not shown) in the quotation table 260 using information input by the user and information acquired by referring to the quotation table 230 (information corresponding to each column of the quotation table 230), and saves the record in the database 112. The quotation creation process is a process in which a user saved as a contractor in the entrustor table 220 creates a quotation. Note that the document creation device 100 cannot create a record in the quotation table 260 if the referenced quotation table 260 does not contain reference data corresponding to the quotation to be created. This allows the document creation device 100 to create only quotations for which an estimate has been made.

[0056] When an order process occurs, the document creation device 100 creates a record in the case table 240 using information input by the user and information acquired by referring to the entrustor table 220 (entrustor ID and entrustee ID associated with each other), and saves the record in the database 112. The order process is a process in which a user saved as an entrustee in the entrustor table 220 receives an order from a user saved as an entrustor. If the entrustor ID and the entrustee ID that are associated with each other do not exist in the referenced entrustor table 220, the document creation device 100 cannot create a record in the case table 240. This allows the document creation device 100 to save information about cases only between registered users in an entrustment relationship in the database 112. When an order process occurs after making an estimate, the document creation device 100 may create a record in the case table 240 using information input by the user and information acquired by referring to the estimate table (entrustor ID and entrustee ID associated with each other), and save the record in the database 112. In this case, if there is no corresponding entrustor ID and entrustee ID in the referenced quotation table 230, a record cannot be created in the case table 240. This allows the document production device 100 to store in the database 112 only information related to the case for which an estimate has been made.

[0057] When a work report creation process, which is one of the case-related document creation processes, occurs, the document creation device 100 creates a record in the work report table 250 using information input by the user and information acquired by referencing the case table 240 and the client table 220, and stores the record in the database 112. The work report creation process is a process in which a user saved as a contractor in the client table 220 creates a work report. Note that the document creation device 100 cannot create a record in the work report table 250 if there is no reference data in the referenced case table 240 that corresponds to the case for which the work report is to be created. Therefore, the document creation device 100 is configured to create work reports only for cases for which an order has been received.

[0058] When an other document creation process occurs for other documents other than a work report, which is one of the case-related document creation processes, the document creation device 100 creates a record (not shown) in the other document table 270 using information input by the user and information acquired by referring to the case table, etc., and stores the record in the database 112. The other document creation process is a process in which a user stored as a trustee in the client table 220 creates other documents. Note that the document creation device 100 cannot create a record in the other document table 270 if there is no reference data in the referenced case table 240 that corresponds to the case for which the other document is to be created. Therefore, the document creation device 100 is configured to create other documents only for cases for which an order has been received.

[0059] Document creation device 100 stores and manages information input at each stage in database 112 in direct or indirect association while maintaining data consistency. As a result, when document creation device 100 creates a document such as a work report, the information that the user needs to register (input) to document creation device 100 at the document creation stage is only information corresponding to the type of document.

[0060] For example, if the document to be created is a work report, the information that the user needs to register (input) at the document creation stage is only the work time period, the work content, and the work subject matter, which is registered (input) as necessary. Other necessary information can be obtained by referring to tables directly or indirectly associated with the work report table 250 and the other document table 270. Therefore, the user of the document creation device 100 can reduce the burden of inputting information for each subject matter.

[0061] In addition, in the document creation device 100, at the creation stage of each document, information input in each process up to the creation of each document is created in a consistent state (for example, an estimate table 260, a work report table 250, and other document table 270 are created) and stored. This allows the document creation device 100 to efficiently create documents for each of multiple clients and multiple cases.

[0062] In addition, when the document creation device 100 registers (inputs) information necessary for creating a work report at the document creation stage, it selects (specifies) a case from among multiple cases, and displays an information input screen, which is a GUI screen for inputting information about the work for the selected (specified) case, on the display device of the contractor terminal 200 using information such as the case table 240 created (updated) before the document creation stage and other information necessary for creating images.

[0063] By using the GUI screen, the user can easily understand which business partner and which project among multiple projects the work content is being entered (registered). The details of this GUI screen will be described later.

[0064] The document creation device 100 provides a GUI (Graphical User Interface) to the trustee terminal 200 and the entrustor terminal 300. The GUI provided by the document creation device 100 is provided, for example, by a program 111 (application software) of the document creation device 100. The GUI provided by the document creation device 100 may be realized by a web page generated in the document creation device 100 and provided to a user terminal. The GUI may be provided by a combination of the program 111 (application software) of the document creation device 100 and the program 111 (application software) of each user terminal.

[0065] 9A is a diagram showing an example of a GUI screen displayed on the display device of the contractor terminal 200. The contractor inputs information required for creating a work report to the document creation device 100 via the GUI screen of the contractor terminal 200. The GUI screen is sometimes referred to as an "information input screen." The GUI screen is designed to be able to simultaneously or selectively display information about multiple cases (information on business partners, work content, operating hours, scheduled work period, etc.) on the same screen.

[0066] The GUI screen allows the user to input (record) information about the work performed by the contractor for each of a plurality of cases, such as the operating time period (working time period) and work content, via the GUI screen. This allows the document creation device 100 to efficiently and easily record the work content and operating time period that differ for each case, and efficiently and easily create work reports for multiple cases for multiple clients.

[0067] 9A, the GUI screen includes an interactive calendar 900. The interactive calendar 900 is a calendar that has a function that can be directly operated by the user. The interactive calendar 900 includes a year / month display section 901 and a date / time calendar section 902.

[0068] The year and month display section 901 includes the month of the calendar displayed in the date and time calendar section 902, and a text image indicating that the circled date on the calendar displayed in the date and time calendar section 902 is today.

[0069] The date and time calendar section 902 includes a work input calendar section 903 for a predetermined period (for example, one week in this example) including the selected date, time information 904 arranged in the column direction on the left side of the work input calendar section 903, date and day of the week information 905 arranged in the row direction on the upper side of the work input calendar section 903, and a project work period display frame 906 arranged between the date and day of the week information 905 and the work input calendar section 903.

[0070] The work input calendar section 903 is configured as a tabular calendar in which rows represent times and columns represent dates (dates and days of the week). A registration work frame 907 and an input work frame 908 (not shown in Fig. 9A) (see Figs. 9B to 10B) are displayed superimposed on the work input calendar section 903. The registration work frame 907 is superimposed on an area on the calendar showing the date and time period corresponding to the time period when the work was performed, with a text image showing the work content displayed within the frame.

[0071] The registration work frame 907 is displayed in a display mode corresponding to the case that is the subject of the work. In the example of FIG. 9A, the registration work frame 907 (design of member registration API) and the registration work frame 907 (implementation of member registration API) are work for the X case. Therefore, they are displayed in a first display mode corresponding to the X case. In the first display mode, for example, the background other than the text image in the frame is white. The registration work frame 907 (investigation of data migration) is work for the Y case. Therefore, this registration work frame 907 (investigation of data migration) is displayed in a second display mode corresponding to the Y case. The second display mode is a display mode different from the first display mode, and for example, the background in the frame is a dot pattern.

[0072] An input work frame 908 (not shown in FIG. 9A) is displayed for inputting a work time period (operating time period). Note that, although details of the input work frame 908 will be described later, the input work frame 908 is displayed superimposed on an area on a calendar that indicates the date and time period corresponding to the time period of an operation that is currently being performed or an operation that has been completed.

[0073] The planned case work period display frame 906 is displayed to show the planned work period for each case. The planned case work period display frame 906 is displayed for each case in an area corresponding to the planned work period on the upper side of the work input calendar section 903. This allows the user to easily grasp the planned work period for each case.

[0074] The GUI screen further includes a work target case display area 910 on the left side of the work input calendar section 903. In the work target case display area 910, case content 920 corresponding to each of a plurality of cases for which the contractor has received orders is displayed for each case. The document production device 100 refers to the case table 240 and the client table 220 to identify the cases and the client (business partner) corresponding to the cases, and displays the case content 920 corresponding to the cases for which the contractor has received orders in the work target case display area 910.

[0075] The item content 920 includes a check box 921, an item business partner text image 922, a time stamp button 923, and a guide image 924. The elements constituting the item content 920 are arranged so that it is clear that they correspond to each other. Specifically, for example, the check box 921, the item business partner text image 922, and the time stamp button 923 are arranged horizontally adjacent to each other. Furthermore, the set of the check box 921, the item business partner text image 922, and the time stamp button 923, and the guide image 924 are arranged vertically adjacent to each other.

[0076] The check box 921 is operated to select and display on the calendar the registration work frame 907 for the case corresponding to the case content 920. The check box 921 is set to either a selected state or an unselected state by performing an operation on the check box 921.

[0077] When the check box 921 is in a selected state, all of the registration work frames 907 for the cases corresponding to the check box 921 are displayed in the work input calendar section 903. When the check box 921 is in an unselected state, all of the registration work frames 907 for the cases corresponding to the check box 921 are hidden in the work input calendar section 903. This allows the user to display only the registration work frames 907 for the cases that he or she wishes to check, and to check the work content and operating hours only for the cases that he or she wishes to check.

[0078] The case client text image 922 is a text image showing the case for which the contractor has received an order and the client (client) who is the orderer of the case. The case client text image 922 shows the case and the client (client) that are associated with each other in the case table 240.

[0079] The time stamp button 923 is a button that is operated to record the time (time the work starts, time the work ends) related to the work item corresponding to the check box 921. The time stamp button 923 may be referred to as a "time stamp operation section."

[0080] When the punch button 923 is operated, it is displayed in either a first display mode indicating that work is suspended or a second display mode indicating that work is in progress. That is, when the punch button 923 is operated while the punch button 923 is displayed in the first display mode, the display mode switches from the first display mode to the second display mode. When the punch button 923 is operated while the punch button 923 is displayed in the second display mode, the display mode switches from the second display mode to the first display mode. The first display mode of the punch button 923 is the display mode shown in FIG. 9A, and the second display mode of the punch button 923 is the display mode shown in FIG. 9B.

[0081] The guide image 924 is an image for guiding the user (trustee) on the action recommended, and is displayed as necessary. The guide image 924 is hidden when not necessary. The guide image 924 includes an information button 926 and a message image 927 arranged adjacent to each other side by side. The information button 926 is a button that is operated to transition to a screen for executing the action recommended by the message image 927. The message image 927 is a text image that indicates the action recommended to the user (trustee).

[0082] 9A, the cases for which the contractor has received orders are case X, case Y, and case Z. Therefore, the work target case display area 910 displays three case contents 920 corresponding to case X, case Y, and case Z, respectively.

[0083] The GUI screen further includes an information notification section 930 below the work target item display area 910. In the information notification section 930, an image for notifying the user of necessary information is displayed.

[0084] The GUI screen includes a create document button 940 and an upload button 950 on the left side of the work target item display area 910. The create document button 940 is a button for transitioning to a screen for creating a specific document when an operation is performed on the create document button 940. The document to be created can be selected from a pull-down list. When the pull-down arrow on the create document button 940 is operated, a list of multiple documents that can be created is displayed, and when a document is selected from the multiple documents displayed in the list, a transition is made to a creation screen for the selected document.

[0085] The upload button 950 is a button that is operated by the user to upload a document created on the user terminal to the document creation device 100. The document to be uploaded can be selected from a pull-down list. When the pull-down arrow of the upload button 950 is operated, a list of multiple documents that can be uploaded is displayed. When a document is selected from the multiple documents displayed in the list, the selected document is uploaded to the document creation device 100 and stored in the created document DB 260.

[0086] The GUI screen includes a display area 960 containing multiple linked text images in the area below the upload button 950. The multiple linked text images are displayed vertically. The linked text images have links set to the images, and have the function of transitioning to another page or image when clicked. For example, a linked text image showing each document has the function of transitioning to a creation screen for each document when clicked. For example, clicking a linked text image showing an estimate transitions to a creation screen for the estimate.

[0087] 9B to 9D are diagrams for explaining input and registration of information related to work by operating the time-stamp button 923. When the time-stamp button 923 of the case content 920 corresponding to the X case is operated on the GUI screen shown in FIG. 9A, the document production device 100 displays the input work frame 908 in an area corresponding to the work start time when the time-stamp button 923 is operated, as shown in FIG. 9B. At this time, the document production device 100 displays the input work frame 908 in a display mode corresponding to the case corresponding to the operated time-stamp button 923. The document production device 100 changes the display mode of the time-stamp button 923 from a first display mode indicating that work is stopped to a second display mode indicating that work is in progress. Although not shown in the figures, the size of the input work frame 908 changes as time passes so that it is displayed in an area on the calendar according to the passage of time while the display mode of the time-stamp button 923 is the second display mode indicating that work is in progress.

[0088] Thereafter, when the punch button 923 is operated again while it is in the second display mode, the document production device 100 displays an input work frame 908 in the area from the work start time to the work end time when the punch button 923 is operated again, as shown in Fig. 9C, and further displays a work content input window 970 near the input work frame 908. The document production device 100 changes the display mode of the punch button 923 from the second display mode indicating that work is in progress to the first display mode indicating that work is paused.

[0089] The work content input window 970 includes an item input frame (pull-down menu) 971, a work time zone 972, a work input section 973, and a registration button 974. The work content input window 970 may be referred to as the "work content input section."

[0090] The case input frame (pull-down menu) 971 is operated to input a case to be worked on. When the pull-down arrow is operated, multiple cases accepted by the contractor are displayed as options. A selection operation is performed to select a case from the options, and the selected case is input into the case input frame 971. The case input frame 971 is sometimes referred to as the "case input section."

[0091] When the time stamp button 923 is operated, the document creation device 100 recognizes that the case corresponding to the work to be input is the case corresponding to the time stamp button 923. The document creation device 100 displays the work content input window 970 with the case corresponding to the operated time stamp button 923 input in the case input frame 971 of the work content input window 970. As a result, when the work content input window 970 is displayed, the case input frame 971 is in a state in which the case corresponding to the operated time stamp button 923 has already been automatically input. Therefore, the document creation device 100 can save the user the trouble of inputting a case.

[0092] The work input section 973 is operated to input work details. By inputting the work details to the work input section 973, the work details performed during the time period indicated by the work time period 972 are input.

[0093] The register button 974 is a button that is operated to register the time period indicated by the work time period 972 and the content entered in the work content input window 970 in the document production device 100. When the register button 974 is operated, the time period indicated by the work time period 972, the content entered in the work content input window 970, and other information are registered (stored) in the work report table 250 of the document production device 100.

[0094] As shown in FIG. 9D, the document production device 100 adds the work content to the input work frame 908, and displays it as a registration work frame 907 superimposed on the calendar.

[0095] 10A and 10B are diagrams for explaining input and registration of information related to work by drag-and-drop operation. The drag-and-drop operation is an example of a specific operation for designating an area on a calendar. On the GUI screen shown in FIG. 10A, a drag-and-drop operation is performed on an area on the calendar corresponding to the work time period to be input. In this case, the document creation device 100 displays a work content input window 970 in the area on the calendar corresponding to the work time period to be input, as shown in FIG. 10B.

[0096] At this time, the document creation device 100 displays the case input frame (pull-down menu) 971 in a blank state. When information about a task is input by drag-and-drop operation, the document creation device 100 does not recognize the task to be worked on at the time the work content input window 970 is displayed, so the user is asked to input it. When the register button 974 is operated with the task and work content input in the work content input window 970, the time period indicated by the work time period 972, the content input in the work content input window 970, and other information are registered (stored) in the work report table 250 of the document creation device 100. As shown in FIG. 9D, the document creation device 100 adds the work content to the input task frame 908 and displays it as a registration task frame 907 superimposed on the calendar.

[0097] The user can also modify the registration contents by performing a drag-and-drop operation on the registration work frame 907. Also, the user can input and register information related to the work by performing a drag-and-drop operation on the input work frame 908 while the work is in progress (while the display mode of the time stamp button 923 is in the second display mode indicating that the work is in progress).

[0098] <Specific operation> A specific operation of the document creation device 100 of the present disclosure will be described. Fig. 11 is a flowchart showing a process flow executed by the document creation device 100. The document creation device 100 starts the process from step 1100, and proceeds to step 1105, where it is determined whether or not the time stamp button 923 on the GUI screen has been operated.

[0099] If the stamp button 923 is operated, the document production device 100 judges "YES" in step 1105 and sequentially executes the processes of steps 1110 to 1120 described below.

[0100] Step 1110: The document production device 100 executes the work target case identification process shown in Fig. 14 to identify a work target case, and registers information on the identified case in the work report table 250. The work target case identification process shown in Fig. 14 will be described in detail later.

[0101] Step 1115: The document production device 100 displays the input work frame 908 in a display mode according to the case at a position on the calendar corresponding to the date and time at which the punch button 923 is operated.

[0102] Step 1120: The document production device 100 displays the input work frame 908 in a display mode according to the case specified in step 1110 in the area on the calendar between the time when the punch button 923 is operated and the current date and time.

[0103] Thereafter, the document production device 100 proceeds to step 1125 to determine whether or not any correction has been made by a drag-and-drop operation.

[0104] If no correction has been made by a drag-and-drop operation, the document production device 100 determines "NO" in step 1125 and proceeds to step 1130 to determine whether the stamp button 923 has been operated again.

[0105] If the stamp button 923 is not operated again, the document production device 100 determines "NO" in step 1130 and returns to step 1120 described above.

[0106] If the punch button 923 is operated again, the document production device 100 judges "YES" in step 1130 and proceeds to step 1135, where it displays the input work frame 908 in the area on the calendar between the time the punch button 923 was operated ("YES" in step 1105) and the time the punch button 923 was operated again ("YES" in step 1130) in a display mode corresponding to the case identified in step 1110. Thereafter, the document production device 100 proceeds to step 1145 in FIG. 12.

[0107] In the above-mentioned step 1125, if a drag-and-drop operation has been performed, the document creation device 100 determines "YES" in step 1125 and proceeds to step 1140, where it displays the input work frame 908 in the area on the calendar corresponding to the drag-and-drop operation in a display mode corresponding to the case identified in step 1110. After that, the document creation device 100 proceeds to step 1145 in FIG.

[0108] 12, the document production device 100 displays the work content input window 970. After that, the document production device 100 proceeds to step 1150 and determines whether or not there is any correction by a drag-and-drop operation.

[0109] If no correction has been made by a drag-and-drop operation, the document production device 100 determines “NO” in step 1150 and proceeds to step 1155 .

[0110] If corrections have been made by drag-and-drop operations, the document production device 100 determines “YES” in step 1150 , executes the processes of steps 1160 and 1165 described below in order, and then proceeds to step 1155 .

[0111] Step 1160: The document production device 100 displays the input work frame 908 in an area on the calendar corresponding to the operation in a display mode corresponding to the case specified in step 1110.

[0112] Step 1165 : The document production device 100 displays the work content input window 970 .

[0113] When the document production device 100 proceeds to step 1155, it determines whether or not a registration operation has been performed. Note that the registration operation is performed by operating the registration button 974 in the work content input window 970.

[0114] If there is no registration operation, the document production device 100 judges "NO" in step 1155 and returns to step 1145. If there is a registration operation, the document production device 100 judges "YES" in step 1155 and sequentially executes the processes of steps 1170 and 1175 described below.

[0115] Step 1170: The document production device 100 displays the registration work frame 907 in a display mode according to the case, in which the work content of the registration content has been added to the input work frame 908. The registration content is the content that has been input in the work content input window 970 at the time when the registration button 974 is operated.

[0116] Step 1175: The document production device 100 executes the information storage process of Fig. 15 to store information in the work report table 250 based on the registered contents. The process of Fig. 15 will be described in detail later.

[0117] Thereafter, the document production device 100 proceeds to step 1195 and temporarily ends this processing flow.

[0118] 11, if the stamp button 923 has not been operated, the document production device 100 determines "NO" in step 1105 and proceeds to step 1180. When the document production device 100 proceeds to step 1180, it determines whether or not a drag-and-drop operation has been performed.

[0119] If a drag-and-drop operation has not been performed, the document production apparatus 100 determines “NO” in step 1180 and returns to step 1105 .

[0120] If a drag-and-drop operation has been performed, the document production device 100 determines "YES" in step 1180 and proceeds to step 1185, where it displays the input work frame 908 in an area on the calendar that corresponds to the operation.

[0121] 13, where the work content input window 970 is displayed with the case input frame 971 blank, and then the document creation device 100 proceeds to step 1193, where it is determined whether or not any correction has been made by a drag-and-drop operation. If no correction has been made by a drag-and-drop operation, the document creation device 100 determines "NO" in step 1193 and proceeds to step 1200, where it is determined whether or not a case name has been input and a registration operation has been performed in the work content input window 970.

[0122] If the case name has not been input and registered in the work content input window 970 , the document production device 100 determines “NO” in step 1200 and returns to step 1190 .

[0123] When a case name is input and registered in the work content input window 970, the document production device 100 judges "YES" in step 1200 and sequentially executes the processes of steps 1205 to 1215 described below.

[0124] Step 1205: The document production device 100 executes the work target case identification process shown in Fig. 14 to identify a work target case, and registers information on the identified case in the work report table 250. The work target case identification process shown in Fig. 14 will be described in detail later.

[0125] Step 1210: The document production device 100 displays the registration work frame 907 in which the work content of the registration content has been added to the input work frame 908 in a display mode according to the case.

[0126] Step 1215: The document production device 100 executes the information storage process of Fig. 15 to store information in the work report table 250 based on the registered contents. The process of Fig. 15 will be described in detail later.

[0127] Thereafter, the document production device 100 proceeds to step 1295 and temporarily ends this processing flow.

[0128] If there is a correction by a drag-and-drop operation in the process of step 1193 described above, the document production device 100 judges "YES" in step 1193 and executes the processes of steps 1220 and 1225 described below in order.

[0129] Step 1220: The document production device 100 displays the input work frame 908 in an area on the calendar according to the operation.

[0130] Step 1225: The document production device 100 displays the work content input window 970 with a blank case input frame 971. Thereafter, the document production device 100 proceeds to the above-mentioned step 1200 and executes the process of the above-mentioned step 1200.

[0131] The above-mentioned work target item identification process (step 1110 in FIG. 11, step 1205 in FIG. 13) will be described in detail. Fig. 14 is a flowchart for explaining the process flow of the work target item identification process. The document production device 100 starts the process from step 1400, and after sequentially executing the processes of steps 1405 to 1420 described below, proceeds to step 1495 and temporarily ends this process flow.

[0132] Step 1405: The document production apparatus 100 specifies the case corresponding to the time stamp button 923 or the input case as the case to be registered in the work report table 250.

[0133] Step 1410: The document production device 100 assigns a task ID, and registers (stores) the task ID, the identified case ID, and the case name in the work report table 250.

[0134] Step 1415: The document production device 100 acquires the client ID and the client (customer) name corresponding to the identified case from the case table 240 and the client table 220, and registers (stores) them in the work report table 250.

[0135] Step 1420 : The document production device 100 registers (stores) the current date in the work report table 250 .

[0136] The above-mentioned information storage process (step 1175 in FIG. 12, step 1215 in FIG. 13) will now be described in detail. Fig. 15 is a flowchart for explaining the process flow of the information storage process. The document production device 100 starts the process from step 1500, and after sequentially executing the processes of steps 1505 to 1520 described below, proceeds to step 1595 and temporarily ends this process flow.

[0137] Step 1505: The document production device 100 stores the work content in the work report table 250 based on the registered content.

[0138] Step 1510: The document production device 100 stores the work time zone of the registered contents in the work report table 250 as an operating time zone.

[0139] Step 1515: The document production device 100 calculates the operation time and stores it in the work report table 250.

[0140] Step 1520: The document production device 100 calculates the work content and operation time, and stores them in the work report table 250.

[0141] 16 is a flowchart for explaining the process flow of the manual operation of creating a work report. The document production device 100 starts the process from step 1600, and executes the processes from step 1605 to step 1615 described below in order, and then proceeds to step 1695 to temporarily end this process flow.

[0142] Step 1605: The document production device 100 receives a work report creation instruction issued to the document production device 100 from the contractor terminal 200. The work report creation instruction includes information specifying the business partner, case, and period for which the work report is to be created.

[0143] Step 1610: The document production device 100 creates a work report in accordance with the work report creation instruction, based on the work report creation instruction and the work report table 250.

[0144] Step 1615: The document production device 100 displays the work report on the contractor terminal 200. The created document can be stored in the created document DB 260 by instructing the document production device 100.

[0145] 17 is a flowchart for explaining the process flow of creating a work report by an output operation. The document creation device 100 starts the process from step 1700 and proceeds to step 1705, where it is determined whether or not there is an output operation of the work report specifying a case or a client on the document creation device 100.

[0146] If there is no operation to output the work report, the document production device 100 determines "NO" in step 1705 and executes the process of step 1705 again.

[0147] If there is an operation to output the work report, the document production device 100 judges "YES" in step 1705, and executes the processes of steps 1710 to 1715 described below in order, and then proceeds to step 1795 to temporarily end this processing flow.

[0148] Step 1710: The document production device 100 creates a work report for each case specified in the output operation or a work report for each case summarized by client, based on the work report table 250 and the operation details up to the time of the output operation.

[0149] Step 1715: The document production device 100 displays an edit screen including the work report created in step 1710 in an editable state. The user can modify the contents of the work report via the edit screen. When an operation to close the edit screen is performed on the edit screen, the document production device 100 proceeds to step 1720.

[0150] Step 1720: The document production device 100 displays the completed work report on the contractor terminal 200. The created document can be stored in the created document DB 260 by instructing the document production device 100.

[0151] <Effects> As described above, the document creation device 100 according to the embodiment of the present disclosure enables a user to efficiently and easily create a work report for each of a plurality of cases ordered from a plurality of business partners to the user. In addition, the document creation device 100 can efficiently create a plurality of types of documents for each of a plurality of business partners and a plurality of cases.

[0152] <<Modifications>> The present disclosure is not limited to the above-described embodiments, and various modifications can be adopted within the scope of the present disclosure. [Explanation of symbols]

[0153] 100...document creation device, 200...contractor terminal, 210...user table, 220...client table, 230...quote table, 240...item table, 250...work report table, 300...contractor terminal, 810...work target item display area, 900...interactive calendar, 907...registration work frame, 908...input work frame, 923...time stamp button, 970...work content input window

Claims

1. A document creation device including an information processing device having a storage device, the information processing device is communicably connected to a terminal having a display device capable of displaying an image; The information processing device includes: Based on the information input from the terminal, user information is created that includes a plurality of user record information in which user identification information of a user who can be a trustor or trustee is associated with information about the user, and the user information is stored in the storage device; Based on the information input from the terminal and the user information stored in the storage device, the user identification information corresponding to the entrustor among the user identification information corresponding to the user in a trust relationship is set as the identification information of the entrustor, and the user identification information corresponding to the trustee is set as the identification information of the trustee, creating trustee information including trustee record information that associates the identification information of the entrustor in the trust relationship with the identification information of the trustee, and storing the trustee information in the storage device; Based on the information input from the terminal and the trustor information stored in the storage device, for each of a plurality of cases ordered from the trustor indicated by the trustor identification information included in the trustor information to the trustee indicated by the trustee identification information associated with the trustor identification information included in the trustor information, case record information in which the case identification information, the trustor identification information, and the trustee identification information are associated with each other is created, and case information including the plurality of case record information is stored in the storage device; the information processing device displays, on the display device of the terminal, an information input screen for inputting information regarding each of the plurality of cases indicated by identification information of the plurality of cases included in the case information; The information processing device includes: Based on the information input on the information input screen and the case information stored in the storage device, creating work report record information for each of the plurality of cases in which identification information of the case, identification information of the client corresponding to the case, and information related to the case, including a date of the work for the case, the content of the work, an operating time period for the work, and an operating time of the work, are associated with each other; and storing the work report information including the plurality of work report record information in the storage device; creating a work report including information on the work corresponding to each of the plurality of cases based on the work report information; It was configured as follows: Document preparation equipment.

2. 2. The document creation device according to claim 1, the information processing device receives from the terminal a work report creation instruction including information specifying the case for which the work report is to be created, and creates the work report corresponding to the case specified by the work report creation instruction. It was configured as follows: Document preparation equipment.

3. In the document creation device according to claim 1, when an operation for outputting the work report specifying the case is performed on the information processing device, the information processing device creates the work report corresponding to the case specified by the output operation; When an output operation of the work report specifying the client is performed on the information processing device, the information processing device creates the work report corresponding to the plurality of cases grouped by the client specified by the output operation. It was configured as follows: Document preparation equipment.

4. 2. The document creation device according to claim 1, The information processing device includes: The work report information, the case information, the client information, and the user information are stored in the storage device at different times. Document preparation equipment.

5. 2. The document creation device according to claim 1, The information processing device includes: Based on the information input from the terminal and the entrustor information stored in the storage device, for a quotation requested by the entrustor indicated by the entrustor identification information included in the entrustor information to the entrustee indicated by the entrustor identification information associated with the entrustor identification information included in the entrustor information, quotation record information in which the quotation identification information, the entrustor identification information, and the entrustee identification information are associated with each other is created, and the quotation information including the quotation record information is stored in the storage device; creating quotation record information for creating a quotation based on the information input from the terminal and the quotation information stored in the storage device, and storing quotation information including the quotation record information in the storage device; Based on the information input from the terminal and the case information stored in the storage device, other document record information for creating other documents other than the work report and the estimate is created, and other document information including the other document record information is stored in the storage device. The information processing device creates the other documents based on the other document information, and creates the quotation based on the quotation information. It was configured as follows: Document preparation equipment.

6. 2. The document creation device according to claim 1, the information input screen is a screen to be operated in order to identify a case to be worked on from among a plurality of cases corresponding to the identification information of the plurality of cases included in the case information stored in the storage device, and to input information regarding the work for the identified case, The information processing device includes: Identifying the case to be worked on from among a plurality of cases corresponding to identification information of the plurality of cases included in the case information based on an operation on the information input screen; creating the work report record information for the identified case based on the information input on the information input screen and the case information; It was configured as follows: Document preparation equipment.

7. 7. The document creation device according to claim 6, the information input screen includes a time stamp operation section provided corresponding to each of the plurality of cases and operated to record a date and time, Document preparation equipment.

8. 8. The document creation device according to claim 7, the information input screen includes a calendar; The information processing device includes: when the time-stamp operation unit is operated, an input work frame indicating an operating time period for the item corresponding to the time-stamp operation unit is displayed at a position on the calendar corresponding to the date and time when the time-stamp operation unit is operated, when the time-stamping operation unit is operated again, the input work frame is displayed in an area on the calendar between the date and time when the time-stamping operation unit is operated and the date and time when the time-stamping operation unit is operated again. It was configured as follows: Document preparation equipment.

9. The document creation device according to claim 8 . The information processing device includes: When the stamp operation unit is operated again, displaying, on the information input screen, a work content input section for inputting and registering the case corresponding to the input work frame, and the work content performed on the date and during the operating time period indicated by the input work frame; When a specific operation is performed to specify an area on the calendar, the information processing device displays the input work frame in an area on the calendar corresponding to the specific operation, and then displays the work content input section on the information input screen. It was configured as follows: Document preparation equipment.

10. 10. The document creation device according to claim 9, The work content input unit has a case input unit for inputting the case, The information processing device includes: when the time-stamp operation unit is operated again, the case corresponding to the time-stamp operation unit is identified as the case of the work target, and the work content input unit is displayed in a state in which the case corresponding to the time-stamp operation unit is input into the case input unit; when the specific operation is performed, displaying the case input section in a state in which the case has not been input into the case input section, and when the case has been input into the case input section, identifying the case input into the case input section as the case to be worked on; It was configured as follows: Document preparation equipment.

11. 11. The document creation device according to claim 10, the work content input unit includes a registration button that is operated to store information in the storage device, The information processing device includes: When the registration button is operated, the work report record information is created by associating the case identification information and the client identification information corresponding to the case, which are information about the case specified as the work target, with information about the work inputted into the work content input unit. It was configured as follows: Document preparation equipment.

12. 12. The document creation device according to claim 11, The information processing device includes: When the registration button is operated, a registration work frame in a state in which the work content has been added to the input work frame is displayed on the calendar in a display mode corresponding to the case specified as the work target. It was configured as follows: Document preparation equipment.

13. A document creation method using an information processing device having a storage device, comprising: the information processing device is communicably connected to a terminal having a display device capable of displaying an image; The information processing device, Based on the information input from the terminal, user information is created that includes a plurality of user record information in which user identification information of a user who can be a trustor or trustee is associated with information about the user, and the user information is stored in the storage device; Based on the information input from the terminal and the user information stored in the storage device, the user identification information corresponding to the entrustor among the user identification information corresponding to the user in a trust relationship is set as the identification information of the entrustor, and the user identification information corresponding to the trustee is set as the identification information of the trustee, creating trustee information including trustee record information that associates the identification information of the entrustor in the trust relationship with the identification information of the trustee, and storing the trustee information in the storage device; Based on the information input from the terminal and the trustor information stored in the storage device, for each of a plurality of cases ordered from the trustor indicated by the trustor identification information included in the trustor information to the trustee indicated by the trustee identification information associated with the trustor identification information included in the trustor information, case record information in which the case identification information, the trustor identification information, and the trustee identification information are associated with each other is created, and case information including the plurality of case record information is stored in the storage device; The information processing device, displaying, on the display device of the terminal, an information input screen for inputting information regarding each of the plurality of cases indicated by the identification information of the plurality of cases included in the case information; The information processing device, Based on the information input on the information input screen and the case information stored in the storage device, creating work report record information for each of the plurality of cases in which identification information of the case, identification information of the client corresponding to the case, and information related to the case, including a date of the work for the case, the content of the work, an operating time period for the work, and an operating time of the work, are associated with each other; and storing the work report information including the plurality of work report record information in the storage device; creating a work report including information on the work corresponding to each of the plurality of cases based on the work report information; How to prepare documents.

Images