JP7533714B2 - Information processing device, information processing method, and program - Google Patents

Description

The present invention relates to an information processing device, an information processing method , and a program.

Conventionally, there are information processing devices that perform various business processes, such as creating documents such as quotations and delivery notes and managing inventory of products, in response to input operations from a user (for example, Patent Literature 1). In business processes, a user can perform product sales management on the information processing device, for example, by inputting transaction data into specified input fields to create documents, or by inputting data to update data according to the inventory situation, etc.

Some of these information processing devices are equipped with a tutorial mode that allows users to experience input operations related to typical business processes in order to help them master input operations.

JP 2019-28648 A

However, since there are many types of business processes, and the business processes that users actually perform frequently are often different for each user, the learning of input operations is inefficient and insufficient with the uniform training in the tutorial mode as described above.
On the other hand, when training is conducted through business processes required to carry out actual work, problems may arise, such as inaccuracies in business data due to input operations or data being unintentionally deleted.
As described above, the conventional techniques have the problem that it is not easy to efficiently and appropriately conduct training for mastering input operations.

An object of the present invention is to provide an information processing device, an information processing method , and a program that enable efficient and appropriate training.

In order to solve the above problems, the information processing device of the present invention comprises a processing means for executing business processing related to a specified business in a mode designated by a user out of a normal mode for actually performing the business and a training mode for the user to learn input operations related to the business processing, and the processing means is configured such that, when the business processing is executed in the training mode, the processing means generates duplicate data that duplicates data for performing the business in the normal mode and the input result when the business is performed in the normal mode, thereby making it possible to execute the business processing based on the duplicate data in the training mode and to display the input result as an input example.
Furthermore, an information processing method according to the present invention is an information processing method executed by an information processing device, and includes a processing step of executing business processing related to a specified business in a mode designated by a user out of a normal mode for actually performing the business and a training mode for the user to learn input operations related to the business processing, and the processing step is configured such that, when the business processing is executed in the training mode, duplicate data is generated that duplicates data for performing the business in the normal mode and the input result when the business is performed in the normal mode, so that the business processing based on the duplicate data can be executed in the training mode and the input result can be displayed as an input example.
Furthermore, the program of the present invention causes a computer to function as a processing means for executing business processing related to a specified business in a mode designated by a user out of a normal mode for actually performing the business and a training mode for the user to learn input operations related to the business processing, and the processing means is configured to generate duplicate data that duplicates data for performing the business in the normal mode and the input result when the business is performed in the normal mode when the business processing is executed in the training mode, thereby enabling the business processing based on the duplicate data in the training mode and displaying the input result as an input example.

The present invention allows for effective and appropriate training.

FIG. 2 is a block diagram showing a functional configuration of a sales management device. FIG. 2 is a diagram showing an example of the contents of business data. FIG. 13 is a diagram showing an example of the contents of customer data. FIG. 4 is a diagram showing an example of product data contents. FIG. 13 is a diagram showing an example of the contents of supplier data. FIG. 4 is a diagram showing an example of the contents of transaction data. FIG. 11 is a diagram showing an example of the contents of operation menu data. FIG. 4 is a diagram showing an example of the contents of task log data. FIG. 13 is a diagram showing a part of a display screen on which shortcuts are displayed. FIG. 13 is a diagram showing a business menu screen for a normal mode. FIG. 13 is a diagram showing a sales slip input screen when a sales slip input process is being performed as part of the sales management operations. 13 is a flowchart showing a control procedure of a sales management process in a training mode. 13 is a flowchart showing a control procedure for a training menu generation process. FIG. 13 is a diagram showing an example of a result of sorting the extracted results of the operation log in order of the number of execution FIG. 11 is a diagram showing an example of generated training menu data. FIG. 13 is a diagram showing a printing start dialog for a training checklist. FIG. 13 is a diagram showing an example of the contents of a training checklist. FIG. 13 is a diagram showing a task menu screen for a training mode. FIG. 13 is a diagram showing a sales slip input screen when the sales slip input process, which is one of the sales management tasks, is being performed in training mode. FIG. 13 is a block diagram showing the functional configuration of a sales management device according to a first modified example. FIG. 1 is a schematic configuration diagram of a sales management system.

The following describes embodiments of the information processing device, information processing system, and program of the present invention with reference to the drawings.

<Configuration of sales management device>
FIG. 1 is a block diagram showing the functional configuration of a sales management device 1 according to the present embodiment.
The sales management device 1 (information processing device) stores various data related to products and executes predetermined processes such as data aggregation and report printing in response to input operations from a user for multiple tasks including work for transactions with predetermined business partners (e.g., tasks related to product sales, purchases, and inventory), thereby supporting product sales management operations. The sales management device 1 is, for example, a notebook PC (Personal Computer), a desktop PC, a smartphone, a tablet terminal, etc., and is used by a person who performs product sales management operations.

The sales management device 1 includes a CPU 10 (Central Processing Unit), a RAM 20 (Random Access Memory), a storage unit 30, an operation unit 40, a display unit 50, a communication unit 60, and a bus 70. Each unit of the sales management device 1 is connected via the bus 70.

The CPU 10 controls each part of the sales management device 1. The CPU 10 reads out various programs stored in the storage unit 30, expands them in the RAM 20, and executes various processes according to the programs. By executing the processes, the CPU 10 functions as a display control unit 11 (display control means), a processing unit 12 (processing means), a duplication unit 13 (duplication means), a training menu output unit 14 (training menu output means), and the like.

Of these, the display control unit 11 executes the menu program 31 stored in the storage unit 30, thereby performing processing to display on the display unit 50 task menu screens 52a (see FIG. 10) and 52b (see FIG. 18) for allowing the user to select a task to be executed from among a plurality of types of task. Of these, the task menu screen 52a is a menu screen for the normal mode, and the task menu screen 52b is a menu screen for the training mode. Here, the normal mode is a mode in which task processing is executed to actually carry out a task, and the training mode is a mode in which task processing is executed to allow the user to learn input operations related to the task. Hereinafter, any one of the task menu screens 52a and 52b will be referred to as the "task menu screen 52".
The display control unit 11 also performs processing such as causing the display unit 50 to sequentially display the results of processing by the processing unit 12 .

The processing unit 12 executes business programs 324 or 334 in response to instructions from the user, thereby executing business processing related to a specified business. This business processing includes, for example, the creation and output of documents such as delivery notes and invoices. In addition, the processing unit 12 executes business processing in a specified one of the normal mode and the training mode in response to instructions from the user.

In the normal mode, the normal mode execution environment data 32 stored in the storage unit 30 is used as data to be processed by the display control unit 11 and the processing unit 12. Here, the data to be processed is data to be referenced for the execution of the process and data to be generated or rewritten by the process. Thus, the processing result by the processing unit 12 is stored in the data in the normal mode execution environment data 32. Thus, the normal mode execution environment data 32 reflects the contents of the actual business. Specifically, the normal mode execution environment data 32 used as data to be processed may include at least one of data including information to be referenced in the business process for the execution of the actual business and data including information related to the execution result of the actual business. More specifically, the normal mode execution environment data 32 may include at least a part of data including information related to the business partner in the actual business, data including information related to the subject of the transaction in the actual business, and data including information related to the result of the transaction in the actual business.
On the other hand, in the training mode, the training mode execution environment data 33 is used as data to be processed by the display control unit 11 and the processing unit 12 .
The processes and operations in the normal mode and training mode will be described in detail later.

When business processing is started in training mode (more specifically, when the business menu screen 52 is displayed to start business processing; the same applies below), the duplication unit 13 copies (duplicates) the normal mode execution environment data 32 stored in the storage unit 30 to generate training mode execution environment data 33 and stores it in the storage unit 30. The duplication unit 13 generates new training mode execution environment data 33 every time business processing is executed in training mode. If training mode execution environment data 33 already exists, the contents of the training mode execution environment data 33 are rewritten with the contents of the latest normal mode execution environment data 32. In training mode, the latest training mode execution environment data 33 is used as data to be processed by the display control unit 11 and the processing unit 12.

When business processing is started in training mode, the training menu output unit 14 generates training menu data 34 including training menu information showing the execution procedures for multiple training items, and causes a specified printing device to print a training checklist S (see FIG. 17) including the training menu.

The RAM 20 is, for example, a volatile memory, and has a work area for temporarily storing various programs and data read by the CPU 10. The RAM 20 stores a mode flag 21 that indicates whether the sales management process and business process are operating in normal mode or training mode. The mode flag 21 may be stored and held in the memory unit 30.

The storage unit 30 includes a storage device capable of writing and reading data, such as a hard disk drive (HDD) or a solid state drive (SSD), and stores files including various programs and data, etc. Specifically, the storage unit 30 stores the above-mentioned menu program 31, normal mode execution environment data 32, training mode execution environment data 33, training menu data 34, etc.
The normal mode execution environment data 32 includes business data 321, business menu data 322, business log data 323, and business program 324. Of these, the business data 321, the business menu data 322, and the business log data 323 correspond to data to be processed in business processing in the normal mode.
The training mode execution environment data 33 includes business data 331, business menu data 332 (duplicate business menu data), business log data 333 (history data), and business program 334 (duplicate program). Of these, the business data 331, business menu data 332, and business log data 333 correspond to data to be processed in business processing in the training mode, and duplicate data.

FIG. 2 is a diagram showing an example of the contents of the business data 321 and 331. As shown in FIG.
The business data 321 includes customer data 321a, product data 321b, supplier data 321c, and transaction data 321d. Of these, the customer data 321a, product data 321b, and supplier data 321c correspond to "data including information referenced in business processing for the performance of actual business." Furthermore, the customer data 321a and supplier data 321c correspond to "data including information related to business partners in actual business," and the product data 321b corresponds to "data including information related to the subject of a transaction in actual business." Furthermore, the transaction data 321d corresponds to "data including information related to the results of the performance of actual business" and "data including information related to the results of a transaction in actual business."
Similarly, as shown in FIG. 2B, the business data 331 includes customer data 331a, product data 331b, supplier data 331c, and transaction data 331d.

As described above, the training mode execution environment data 33 is generated by copying the normal mode execution environment data 32, so its contents at the time of generation are the same as the normal mode execution environment data 32. Therefore, the contents of the business data 331 at the time of generation are the same as the contents of the business data 321.

FIG. 3 is a diagram showing an example of the contents of the customer data 321a and 331a.
The customer data 321a, 331a is table data in which information on the items "key code" and "customer name" is stored for each customer.
A "key code" is a code assigned to each customer to identify the customer.
"Customer name" is the name of the customer.

FIG. 4 is a diagram showing an example of the contents of the product data 321b and 331b.
The product data 321b and 331b are table data in which information on the items "key code,""productname," and "unit price" is stored for each type of product.
A "key code" is a code assigned to each product to identify the product.
"Product name" is the name of the product.
"Unit price" is the unit price of the product that is determined in association with the product.

FIG. 5 is a diagram showing an example of the contents of the supplier data 321c and 331c.
The supplier data 321c, 331c is table data in which information on the items "key code" and "supplier name" is stored for each supplier.
A "key code" is a code assigned to each supplier to identify the supplier.
"Supplier name" is the name of the supplier.

FIG. 6 is a diagram showing an example of the contents of the transaction data 321d and 331d.
Transaction data 321d, 331d is table data in which information on the items "invoice date,""invoicenumber,""transactioncategory,""customer key code,""rownumber,""product key code,""quantity,""unitprice," and "amount" is stored for each product transaction.
"Invoice date" is the date on which the invoice relating to the transaction was issued.
The "invoice number" is a number assigned to each invoice to identify it.
"Transaction category" is a number indicating a category according to the type of transaction.
The "business partner key code" is a code indicating the business partner (customer or supplier) of the transaction. This "business partner key code" corresponds to either the "key code" in the customer data 321a, 331a or the "key code" in the supplier data 321c, 331c. Therefore, by referring to the customer data 321a, 331a or the supplier data 321c, 331c, it is possible to identify the business partner corresponding to the "business partner key code."
The "line number" indicates the line number of the column in the slip where the product, etc. is described. In other words, when the transaction details of the product, etc. are described across two or more columns in the slip, two or more pieces of data with the same "slip number" but different "line numbers" are stored in the transaction data 321d and 331d.
The "product key code" is a code that indicates the product that is the subject of the transaction. The "product key code" corresponds to the "key code" in the product data 321b, 331b. Therefore, by referring to the product data 321b, 331b, it is possible to identify the product that corresponds to the "product key code."
"Quantity" and "Unit price" are the quantity and unit price of the product in the transaction, respectively, and "Amount" is the transaction amount obtained by multiplying the unit price by the quantity.

FIG. 7 is a diagram showing an example of the contents of the operation menu data 322 and 332. As shown in FIG.
The task menu data 322, 332 is table data in which the items "Tier 1,""Tier2," and "Task Name" are stored for each task name. The data in each row of the task menu data 322, 332 indicates a combination of the "Tier 1" task menu and the "Tier 2" task menu to be selected in order to start a task process related to the task described in the "Task Name." Therefore, the task menu data 322, 332 can also be said to indicate task processes that can be executed when the "Tier 1" task menu and the "Tier 2" task menu are selected.
"Layer 1" is one of the first layer operation menus that are the first to be selected when the sales management process is started. The first layer operation menus are displayed as menu buttons 521 on the operation menu screens 52a and 52b.
"Level 2" refers to any one of a group of menus in the second level (not shown) that become selectable when any one of the business menus in the first level is selected.
The "task name" is the name of the task related to the task process to be executed.

FIG. 8 is a diagram showing an example of the contents of the operation log data 323 and 333. As shown in FIG.
The business log data 323, 333 is table data in which the following items are stored for each business name of an executed business: "Number,""BusinessName,""Start Date and Time,""End Date and Time,""Customer Key Code,""Supplier Key Code," and "Invoice Number." The business log data 323, 333 is a chronological record of the contents of business processing executed by the processing unit 12, and corresponds to history data relating to the history of business processing. Furthermore, the business log data 323 corresponds to "data including information relating to the results of actual business execution" and "data including information relating to the results of transactions in actual business."
"Number" is a number assigned to each transaction that is executed.
"Task name" is the name of the task related to the executed task process.
The "start date and time" is the date and time when the business process started.
The "end date and time" is the date and time when the transaction was completed.
The "customer key code" is a key code that indicates the customer in the business process. This "customer key code" corresponds to the "key code" in the customer data 321a, 331a. Therefore, by referring to the customer data 321a, 331a, it is possible to identify the customer corresponding to the "customer key code."
The "supplier key code" is a key code that indicates the supplier in the business process. This "supplier key code" corresponds to the "key code" in the supplier data 321c, 331c. Therefore, by referring to the supplier data 321c, 331c, it is possible to identify the supplier that corresponds to the "supplier key code."
The "voucher number" is a number that indicates the voucher created in the transaction. This "voucher number" corresponds to the "voucher number" in the transaction data 321d and 331d. Therefore, by referring to the transaction data 321d and 331d, it is possible to identify the voucher that corresponds to the "voucher number."

1 are prepared for each of the business menus in the "Layer 1" of the business menu data 322. The CPU 10 (processing unit 12) executes business processing related to the corresponding business menu based on these business programs 324.
Similarly, the business programs 334 included in the training mode execution environment data 33 are prepared for each business menu in the "Layer 1" of the business menu data 332. The CPU 10 (processing unit 12) executes business processing related to the corresponding business menu based on these business programs 334.

The operation unit 40 has a key input unit such as a keyboard and a pointing device such as a mouse, and receives key operation input and position operation input from a user (operator), and outputs the operation information to the CPU 10.

The display unit 50 is composed of an LCD (Liquid Crystal Display), an EL (Electro Luminescence) display, etc., and performs various displays according to control signals input from the CPU 10.

The communication unit 60 is configured with a network card or the like, and is connected to various devices such as a server via a communication network (not shown). The communication network may be a LAN (Local Area Network), a WAN (Wide Area Network), etc. The CPU 10 is capable of communicating with devices on the communication network via the communication unit 60.
In addition, the sales management device 1 of this embodiment is connected to an external printing device (not shown) via the communication unit 60, so that various slips and training checklists S, etc. created by the sales management device 1 can be printed by the printing device.

In this embodiment, the menu program 31, the normal mode execution environment data 32, the training mode execution environment data 33, and the training menu data 34 are stored in the memory unit 30 of the sales management device 1, but this is not limited to the above. Some or all of the above data and programs may be stored in an external server or the like, and the sales management device 1 may operate by acquiring the necessary information from the server or the like via the communication unit 60.

<Operation of the sales management device>
Next, the operation of the sales management device 1 will be described.
When the sales management device 1 is started up, shortcuts 511 and 512 for starting sales management operations are displayed on the display screen of the display unit 50.

FIG. 9 is a diagram showing a part of the display screen 51 on which the shortcuts 511 and 512 are displayed.
When an input operation is performed to select the shortcut 511, a sales management operation is started in the normal mode. When an input operation is performed to select the shortcut 512, a sales management operation is started in the training mode.
In detail, when the menu program 31 is started, different arguments are referenced depending on the selected shortcut 511 or 512, and the sales management operation is started in either the normal mode or the training mode depending on the argument. The contents of the arguments are reflected and stored in the mode flag 21 of the RAM 20, and are referenced as necessary to determine whether the sales management device 1 is operating in the normal mode or the training mode.

When the CPU 10 (display control unit 11 and processing unit 12) starts sales management operation in normal mode, it uses the execution environment data 32 for normal mode stored in the memory unit 30 as the data to be processed, and does not use the execution environment data 33 for training mode.
On the other hand, when the sales management operation is started in the training mode, the CPU 10 uses the training mode execution environment data 33 as the data to be processed, and does not use the normal mode execution environment data 32. This prevents the normal mode execution environment data 32 relating to the actual business from being rewritten during operation in the training mode. Also, by using the training mode execution environment data 33 obtained by copying the normal mode execution environment data 32 as the data to be processed, training can be performed in the same execution environment as in the normal mode.
The operation of the sales management device 1 in the normal mode and the training mode will be described below.

<Operation in normal mode>
When an input operation for selecting the shortcut 511 in FIG. 9 is performed, the CPU 10 (display control unit 11) starts the sales management operation in the normal mode, and causes the display unit 50 to display the business menu screen 52a for the normal mode.

FIG. 10 is a diagram showing the operation menu screen 52a for the normal mode.
10, the operation menu screen 52a displays a menu button 521 for starting operation processing related to a plurality of operations supported by the sales management device 1. The content of this menu button 521 corresponds to the operation menu of "Layer 1" of the operation menu data 322 in Fig. 7. That is, the processing unit 12 refers to the operation menu data 322 to determine the menu button 521 to be displayed.

When an input operation is performed to select one of the menu buttons 521, the CPU 10 (processing unit 12) executes the business program 324 corresponding to that menu button 521. This starts the business process. In more detail, a transition is made to a screen for the business process corresponding to the menu button 521, and a menu button (not shown) for "Layer 2" in the business menu data 322 is displayed according to the content of the business process. By further selecting this menu button for "Layer 2", the business process (such as creating documents such as quotations and sales slips) corresponding to the "Business Name" in the business menu data 322 is started. However, the menu button for "Layer 2" is not essential, and business process related to a specific business may be started when the menu button for "Layer 1" is selected.

FIG. 11 shows the sales slip entry screen 53 when the sales slip entry process is being carried out as part of the sales management operations.
On the sales slip input screen 53, data input fields (product name, quantity, unit, unit price, amount, etc.) are provided in the same layout as on the printed sales slip (delivery note), and data can be directly entered by selecting each input field. After creation of the delivery note on the delivery note creation screen 43 is completed, the delivery note can be printed by the printing device by performing an input operation to select the print button 531.

As described above, the business program 324 executed in normal mode uses only the normal mode execution environment data 32 as the data to be processed. Therefore, in normal mode, only the normal mode execution environment data 32 is updated. In detail, content is added or updated in response to user input operations to the customer data 321a, product data 321b, supplier data 321c, and transaction data 321d of the business data 321, and a business log is recorded in the business log data 323.

<Operation in training mode>
Next, the operation in the training mode will be described.
9, a sales management operation is started in the training mode. In the sales management operation in the training mode, first, the normal mode execution environment data 32 is copied to generate the training mode execution environment data 33, the training checklist S is printed (output) based on the training mode execution environment data 33, and then the training mode business menu screen 52b is displayed and business processing for training is performed.

FIG. 12 is a flow chart showing the control procedure by the CPU 10 for the sales management process in the training mode.
When the sales management process in the training mode is started, the CPU 10 (copying unit 13) copies the normal mode execution environment data 32 to generate training mode execution environment data 33 and stores it in the storage unit 30 (step S101). In each of the subsequent processes, the CPU 10 uses the training mode execution environment data 33 as the data to be processed.

When the training mode execution environment data 33 is generated, the CPU 10 (training menu output unit 14) executes a training menu generation process (step S102).

FIG. 13 is a flowchart showing a control procedure by the CPU 10 for the training menu generation process.
When the training menu generation process is called, the CPU 10 refers to the task log data 333 and extracts task logs for the most recent predetermined period, in this case, the start date of which is the previous month (step S201). Note that the period from which task logs are extracted is not limited to this, and may be, for example, a period from the day the training menu generation process is executed to a date going back a predetermined number of days.

The CPU 10 obtains the number of times that the task processing related to each task name has been executed from the extracted task log (step S202), and sorts the numbers of times that the task processing has been executed in order (step S203).
FIG. 14 is a diagram showing an example of the results of sorting the extracted results of the operation log in order of the number of executions.
Here, there are three transactions related to sales slip A, two transactions related to purchase slip A, and one transaction each related to sales slip B, sales slip C, and purchase slip B, and they are sorted in this order.

The CPU 10 references the data in the training mode execution environment data 33, adds information on the business menu, customer, supplier, and product name for each business name, and generates training menu data 34 in the form of a training checklist S (step S204).

FIG. 15 is a diagram showing an example of the generated training menu data 34.
The training menu data 34 is table data in which the items "business name", "business menu", "customer name", "supplier name" and "product name" are stored for each business name.
"Task name" is the name of the task of the task log arranged in the order of the sorting result in step S203.
The "service menu" is extracted by searching the service menu data 332 for a service menu that corresponds to the "service name."
"Customer name" is a customer key code corresponding to "business name" in the business log data 333 converted into the customer name in the customer data 331a.
"Supplier name" is the supplier key code corresponding to "business name" in the business log data 333 converted into the supplier name in the supplier data 331c.
"Product name" is obtained by obtaining the slip number corresponding to the "business name" in the business log data 333, and converting the product code corresponding to the slip number in the transaction data 331d into the product name of the product data 331b.

When the processing of step S204 is completed, the CPU 10 transitions the processing to step S103 of the sales management processing of FIG. 12. In step S103, the CPU 10 (display control unit 11) causes the display unit 50 to display a print start dialog 54 for the training checklist S.

Figure 16 shows the print start dialog 54 for the training checklist S. By displaying this print start dialog 54, the user can be made aware that the training checklist S will be printed. When an input operation is performed to select the OK button 541 on the print start dialog 54, the CPU 10 causes the printing device to print the training checklist S (step S104).

FIG. 17 is a diagram showing an example of the contents of the training check sheet S.
The training checklist S reflects the contents of the training menu data 34 (FIG. 15) generated in the training menu generation process. The training checklist S also has a user check column on the right side.

Each row of the training checklist S indicates a training item that the user should perform. By referring to each row of the training checklist S, the user can know which business menu to select and which business process training is related to, as well as the names of the customers, suppliers, and products to be used in the business process.
The training checklist S may further include a form number (the number of the form actually created in the previous month's business process) corresponding to the business process of the training item. The form with the form number may be printed together with the training checklist S. This allows the user to refer to examples of form creation in training.

The multiple training items in the training checklist S are arranged from top to bottom in the order in which the user should perform them. In other words, the training checklist S includes a training menu that shows the procedure for performing the training items. These training items are arranged in the order of the business processes that were most frequently performed in the previous month's business log, so by training on each business process in the order shown in the training checklist S, the user can efficiently learn the operating procedures starting with the business processes that are most frequently used in actual work. In addition, by checking the box for the training item for which training has been completed, the user can grasp the progress of the training.

When the training checklist S is printed, the CPU 10 (display control unit 11) causes the display unit 50 to display the business menu screen 52b for the training mode (step S105 in FIG. 12).

FIG. 18 is a diagram showing the operation menu screen 52b for the training mode.
The contents of the menu button 521 in the operation menu screen 52b in Fig. 18 correspond to the operation menu of "Layer 1" in the operation menu data 332 (Fig. 7) of the execution environment data 33 for training mode. That is, the CPU 10 determines the menu button 521 to be displayed by referring to the operation menu data 332. Since the operation menu data 332 is a copy of the operation menu data 322 included in the execution environment data 32 for normal mode, the menu button 521 included in the operation menu screen 52b for training mode is the same as the menu button 521 included in the operation menu screen 52a (Fig. 10) for normal mode.

In addition, on the business menu screen 52 in the training mode, a training mode indicator 522 (indicator) indicating that the sales management device 1 is operating in the training mode is displayed together with the menu button 521. That is, the CPU 10 refers to the mode flag 21 to determine whether or not the mode is the training mode, and when it is determined that the mode is the training mode, the training mode indicator 522 is displayed on the business menu screen 52. This allows the user to recognize the operating mode.

When the business menu screen 52b is displayed, the CPU 10 (processing unit 12) executes the business process in training mode in response to a user instruction (input operation to select the menu button 521) (step S106 in FIG. 12). Here, the CPU 10 executes the business process based on the business program 334 included in the training mode execution environment data 33.

FIG. 19 shows the sales slip entry screen 53 when the sales slip entry process, which is one of the sales management tasks, is being carried out in training mode.
A training mode indicator 532 (indicator) indicating that the business process is being executed in training mode is displayed on the sales slip input screen 53, similarly to the business menu screen 52. That is, the CPU 10 refers to the mode flag 21 to determine whether or not the mode is training mode, and if it is determined that the mode is training mode, causes the training mode indicator 532 to be displayed when the business program is executed.
Furthermore, when a form is printed in business processing in the training mode, a mark similar to the training mode mark 532 is printed on the printed form. This makes it possible to prevent a form printed in the training mode from being mistakenly used in actual business.

During business processing in training mode, only files in the training mode execution environment data 33 are updated, so there is no need to restrict file updates to protect data used in actual business (normal mode execution environment data 32). Therefore, the content of business processing in training mode can be the same as the content of business processing in normal mode, except that the training mode indicator 532 is displayed. In other words, all functions available in normal mode can also be used in training mode. This makes it possible to train in an environment that is close to actual business.

The CPU 10 determines whether an input operation has been performed to instruct the user to end the training mode (step S107), and if it is determined that the user has not been instructed to end the training mode ("No" in step S107), the CPU 10 returns the process to step S106. If it is determined that the user has been instructed to end the training mode ("Yes" in step S107), the CPU 10 ends the sales management process for the training mode.

<Modification 1>
Next, a first modification of the above embodiment will be described. This modification differs from the above embodiment in that the task menu data and the task program are shared between the normal mode and the training mode.

FIG. 20 is a block diagram showing the functional configuration of the sales management device 1 according to the first modification.
In this modified example, the operation menu data 35 and the operation program 36 are stored in the storage unit 30 independently of the normal mode execution environment data 32 and the training mode execution environment data 33. In other words, the operation menu data 35 and the operation program 36 are not included in the normal mode execution environment data 32, and are not copied when the training mode is started, and therefore are not included in the training mode execution environment data 33 either.

In this modified example, when the operation menu screen 52 is displayed, the operation menu data 35 is referenced and the menu button 521 is displayed. At that time, the mode flag 21 is referenced, and if the mode is training mode, the training mode indicator 522 is also displayed.

When the business program 36 is executed, the mode flag 21 is referenced to determine whether the business processing is to be executed in normal mode or training mode. Based on the result of this determination, one of the normal mode execution environment data 32 and the training mode execution environment data 33 is selected and used as the data to be processed in the business processing.

In addition, one of the business menu data 35 and the business program 36 may be included in the normal mode execution environment data 32 and the training mode execution environment data 33. In other words, it may be copied when the training mode starts.

<Modification 2>
Next, a second modification of the embodiment will be described. This modification is different from the embodiment in that a part of the functions of the sales management device 1 is implemented in the management server 2, thereby forming a sales management system 100 (information processing system) including the sales management device 1 and the management server 2.

FIG. 21 is a schematic diagram of the sales management system 100.
The sales management system 100 includes a plurality of sales management devices 1 and a management server 2. The sales management devices 1 and the management server 2 are connected via a communication network 3 so as to be able to communicate information with each other.

The management server 2 acquires the processing status of the multiple sales management devices 1 and performs the necessary management. In this modified example, a CPU provided in the management server 2 functions as at least a part of the display control unit 11, processing unit 12, duplication unit 13, and training menu output unit 14 of the above embodiment. The processing results by the CPU of the management server 2 are transmitted to the sales management device 1 and displayed on the display unit 50 of the sales management device 1.
In addition, the management server 2 may be provided with a function for managing updates to business programs installed in the sales management device 1, a function for analyzing business data of the sales management device 1, and the like.

As described above, the sales management device 1 as an information processing device of the above embodiment is equipped with a CPU 10, which executes business processing related to a specified business in one of the normal mode for actually carrying out the business and the training mode for the user to learn input operations related to the business processing, as specified by the user (processing unit 12, processing means), and when business processing is executed in the training mode, business data 321, business menu data 322, and business log data 323 are copied to generate business data 331, business menu data 332, and business log data 333 (copying unit 13, copying means), and in the training mode, business processing is executed using the business data 331, business menu data 332, and business log data 333 as data to be processed (processing unit 12, processing means).
This allows training in an environment similar to the execution environment of business processing when actually performing business, so that the user can efficiently learn the necessary input operations. In addition, in the training mode, the copied execution environment data for training mode 33 is treated as the data to be processed, so that the problem of data related to the actual business (execution environment data for normal mode 32) being overwritten during training can be prevented.

When business processing is executed in training mode, the CPU 10 copies the business program 324 for executing the business processing to generate the business program 334 (copying unit 13, copying means), and in training mode, executes the business processing based on the business program 334 (processing unit 12, processing means). In this way, even if the version of the business program 324 used in the actual business is updated, training can be performed based on the latest program after the update.

The CPU 10 also displays a task menu screen 52 for allowing the user to select a task to be executed from among the multiple task processes based on task menu data 322, 332 in which multiple different task processes are specified (display control unit 11, display control means), and when a task process is executed in training mode, generates task menu data 332 by duplicating task menu data 322 used in normal mode (duplicating unit 13, duplicating means), and when a task process is executed in training mode, displays task menu screen 52b based on task menu data 332 (display control unit 11, display control means). This allows training to be performed on task menu screen 52b, which allows the user to select the same menu as task menu screen 52a used in actual tasks. Therefore, training can be performed on any task process used in actual tasks.

Furthermore, the normal mode execution environment data 32 as the data to be processed in the business processing in the normal mode includes customer data 321a, product data 321b, and supplier data 321c as data including information referenced in the business processing to perform the actual business, and transaction data 321d and business log data 323 as data including information related to the results of the performance of the actual business. Each of these data is also included in the training mode execution environment data 33 generated by duplicating the normal mode execution environment data 32, so that by using this training mode execution environment data 33 in the business processing in the training mode, it is possible to perform training that is close to the actual business and has a sense of reality. This allows for more effective training.

The above-mentioned business includes work for transactions with a specified business partner, and the normal mode execution environment data 32 as the data to be processed in the business processing in the normal mode includes customer data 321a and supplier data 321c as data including information related to business partners in the actual business, product data 321b as data including information related to the object of the transaction in the actual business, and transaction data 321d and business log data 323 as data including information related to the result of the transaction in the actual business. Each of these data is also included in the training mode execution environment data 33 generated by duplicating the normal mode execution environment data 32, so that by using this training mode execution environment data 33 in the business processing in the training mode, it is possible to carry out training that is close to the actual business and has a reality. Therefore, it is possible to carry out training more effectively.

The CPU 10 also generates new training mode execution environment data 33 (copying unit 13, copying means) each time a business process is executed in training mode, and in training mode, the latest training mode execution environment data 33 is used as the data to be processed to execute the business process (processing unit 12, processing means). This allows training to be performed with content that reflects the latest business execution status.

When business processing is performed in training mode, the CPU 10 generates a training menu showing the execution procedures of multiple training items based on the business log data 333 related to the history of business processing in normal mode, and outputs it as a training checklist S (training menu output unit 14, training menu output means). This allows the training procedures to be shown to the user in an easy-to-understand manner. Furthermore, by using the training menu generated based on the business log data 333, training on business processing used in actual business can be given priority. For example, input operations for forms actually used in business can be learned with priority. This allows input operations required for actual business to be learned more efficiently than training using the conventional uniform tutorial mode.

The CPU 10 also generates a training menu based on the task log data 333 contained in the copied training mode execution environment data 33 and outputs it as a training checklist S (training menu output unit 14, training menu output means). This allows a training menu to be generated based on the latest history of task processing in normal mode.

In addition, each of the multiple training items corresponds to one of multiple different business processes, and the CPU 10 arranges the multiple training items based on the number of times each of the multiple business processes is performed, as indicated by the business log data 333 (training menu output unit 14, training menu output means). This allows training to be given priority for business processes that are frequently performed in actual business. This allows the user to more efficiently learn the input operations required for business.

The CPU 10 also determines the execution procedure so that the training items corresponding to the business processes that are executed more frequently among the multiple business processes are executed earlier (training menu output unit 14, training menu output means). This allows training on business processes to be performed in order of frequency of execution in actual business. This allows the user to learn input operations required for business more efficiently.

The CPU 10 also generates a training menu as a training checklist S based on the portion of the business log data 333 that relates to the history of a specified most recent period (training menu output unit 14, training menu output means). This allows training on the business processes being performed in the most recent business to be given priority. This allows the input operations required for the business to be learned more efficiently.

When a business process is being executed in training mode, the CPU 10 also displays a training mode indicator 532 indicating that the business process is being executed in training mode on the display unit 50 together with the processing content of the business process (processing unit 12, processing means). This makes it possible to clearly indicate to the user that the mode is training mode.

Furthermore, the sales management system 100 as an information processing system relating to variant example 2 is equipped with a CPU, which executes business processing relating to a specified business in one of a normal mode for actually carrying out the business and a training mode for the user to learn input operations related to the business processing, as specified by the user (processing means), and when the business processing is executed in the training mode, the business data 321, business menu data 322, and business log data 323 are copied to generate business data 331, business menu data 332, and business log data 333 (copying means), and in the training mode, the business processing is executed using the business data 331, business menu data 332, and business log data 333 as data to be processed (processing means).
This allows training in an environment similar to the execution environment of business processing when actually performing business, so that the user can efficiently learn the necessary input operations. Also, it is possible to prevent the problem of data related to the actual business being rewritten during training.

In addition, the programs of the above-mentioned embodiments (menu program 31, business programs 324, 334) cause the CPU 10 as a computer provided in the sales management device 1 to function as a processing means that executes business processing related to a specified business in one of the normal mode and training mode specified by the user, and as a duplication means that, when the processing means executes business processing in the training mode, duplicates the business data 321, business menu data 322, and business log data 323 to generate business data 331, business menu data 332, and business log data 333, and in the training mode, the processing means executes business processing using the business data 331, business menu data 332, and business log data 333 as data to be processed.
By operating the sales management device 1 with such a program, the user can train in an environment similar to the execution environment of business processing when actually performing business, so that the user can efficiently learn the necessary input operations. In addition, it is possible to prevent the problem of data related to the actual business being rewritten during training.

In the above explanation, an example has been disclosed in which the HDD or SSD of the storage unit 30 is used as a computer-readable medium for the program according to the present invention, but this is not limiting. As other computer-readable media, portable recording media such as flash memory and CD-ROMs can be applied. In addition, carrier waves can also be applied to the present invention as a medium for providing data for the program according to the present invention via a communication line.

The description of the above embodiment is merely an example of the information processing device, the information processing system, and the program according to the present invention, and the present invention is not limited to this.
For example, the contents of the normal mode execution environment data 32 and the training mode execution environment data 33 are not limited to those in the above embodiment, and may include any data that can be the subject of business processing.

In addition, in the above embodiment, an example has been described in which the normal mode execution environment data 32 is copied to generate the training mode execution environment data 33, but this is not intended to be limited to a simple copy. For example, if at least a portion of the normal mode execution environment data 32 is provided in the form of a relational database, the training mode execution environment data 33 may be generated by performing processing involving exporting and importing the database. In other words, "duplication" of the data to be processed includes not only simple copying of files, but also database export and import processing.

In addition, the training items in the training checklist S are not limited to those involving invoice input. For example, tasks related to data management, such as master registration management tasks, can also be training items depending on the number of times they are performed, as extracted from the task log.

In addition, the order of the training items in the training checklist S is not limited to the order according to the number of times they have been performed in the business log, but may be, for example, the order according to the degree of difficulty that is associated with each business process in advance.

In addition, instead of printing the training checklist S, the training checklist S may be presented to the user by displaying (outputting) it on the display unit 50.

In addition, training menu data 34 may be generated based on the task log data 323 of the normal mode execution environment data 32, and a training checklist S may be printed.

In addition, in the above embodiment, an example of a business that includes work for transactions with a specific business partner has been described, but the present invention may be applied to any other business.

In addition, the detailed configuration and detailed operation of each component of the sales management device 1 as an information processing device in the above embodiment can of course be modified as appropriate without departing from the spirit of the present invention.

Although the embodiments of the present invention have been described, the scope of the present invention is not limited to the above-described embodiments, but includes the scope of the invention described in the claims and its equivalents.
The invention as described in the claims originally attached to this application is set forth below. The claim numbers in the appended claims are the same as those in the claims originally attached to this application.
[Additional Notes]
<Claim 1>
a processing means for executing a business process related to a predetermined business in one of a normal mode for actually carrying out the business and a training mode for the user to learn input operations related to the business process, whichever is selected by the user;
a replicating means for replicating data by replicating data to be processed in the business process in the normal mode when the business process is executed in the training mode by the processing means;
Equipped with
The information processing apparatus according to claim 1, wherein the processing means executes the business process by using the replicated data as data to be processed in the training mode.
<Claim 2>
the copying means, when the business process is executed in the training mode, copies a program for executing the business process in the normal mode to generate a copied program;
2. The information processing apparatus according to claim 1, wherein said processing means, in said training mode, executes said business processing based on said copied program.
<Claim 3>
a display control means for displaying a task menu screen for allowing a user to select a task to be executed from among the plurality of task processes based on task menu data in which the plurality of different task processes are specified;
the duplicating means, when the task processing is executed by the processing means in the training mode, duplicating the task menu data used in the normal mode to generate duplicated task menu data;
3. The information processing apparatus according to claim 1, wherein the display control means displays the task menu screen based on the duplicated task menu data when the task processing is executed by the processing means in the training mode.
<Claim 4>
An information processing device according to any one of claims 1 to 3, characterized in that the data to be processed in the business processing in the normal mode includes at least one of data including information referenced in the business processing for the actual performance of the business, and data including information related to the results of the actual performance of the business.
<Claim 5>
The business includes operations for transactions with a specified business partner,
An information processing device according to any one of claims 1 to 4, characterized in that the data to be processed in the business processing in the normal mode includes at least a portion of data including information related to the business partner in the actual business, data including information related to the subject of the transaction in the actual business, and data including information related to the result of the transaction in the actual business.
<Claim 6>
the duplicating means generates new duplicated data each time the business process is executed in the training mode;
6. The information processing apparatus according to claim 1, wherein, in the training mode, the processing means executes the business process by using the latest of the replicated data as data to be processed.
<Claim 7>
The information processing device according to any one of claims 1 to 6, further comprising a training menu output means for generating and outputting a training menu indicating execution procedures for a plurality of training items based on history data relating to a history of the business processing in the normal mode when the business processing is executed in the training mode by the processing means.
<Claim 8>
8. The information processing apparatus according to claim 7, wherein said training menu output means generates and outputs said training menu based on said history data included in said duplicated data.
<Claim 9>
Each of the plurality of training items corresponds to one of a plurality of different business processes;
9. The information processing apparatus according to claim 7, wherein said training menu output means arranges said plurality of training items based on the number of times each of said plurality of business processes is executed, as indicated by said history data.
<Claim 10>
10. The information processing apparatus according to claim 9, wherein the training menu output means determines the execution procedure such that the training item corresponding to a task process that is executed more frequently among the plurality of task processes is executed earlier.
<Claim 11>
11. The information processing apparatus according to claim 7, wherein the training menu output means generates the training menu based on a portion of the history data that relates to the history during a most recent predetermined period.
<Claim 12>
The information processing device according to any one of claims 1 to 11, characterized in that, when the business process is being executed in the training mode, the processing means displays on a display unit an indication that the business process is being executed in the training mode, together with the processing content of the business process.
<Claim 13>
a processing means for executing a business process related to a predetermined business in one of a normal mode for actually carrying out the business and a training mode for the user to learn input operations related to the business process, whichever is selected by the user;
a replicating means for replicating data by replicating data to be processed in the business process in the normal mode when the business process is executed in the training mode by the processing means;
Equipped with
The information processing system according to the present invention, wherein, in the training mode, the processing means executes the business process by using the replicated data as data to be processed.
<Claim 14>
A computer provided in the information processing device,
a processing means for executing a business process related to a predetermined business in one of a normal mode for actually carrying out the business and a training mode for the user to learn input operations related to the business process, the normal mode being selected by the user;
a duplication means for generating duplicate data by duplicating data to be processed in the business process in the normal mode when the business process is executed in the training mode by the processing means;
Functioning as a
The program, wherein in the training mode, the processing means executes the business process by using the replicated data as data to be processed.

1. Sales management device (information processing device)
2 Management server 3 Communication network 10 CPU (computer)
11 Display control unit (display control means)
12 Processing section (processing means)
13 Replication section (replication means)
14 Training menu output unit (training menu output means)
20 RAM
30 Storage unit 31 Menu program 32 Normal mode execution environment data 321 Business data 322 Business menu data 323 Business log data 324 Business program 33 Training mode execution environment data 331 Business data (duplicate data)
332 Business menu data (duplicate data, duplicate business menu data)
333 Business log data (duplicate data, history data)
334 Business Programs (Copy Programs)
34 Training menu data 40 Operation unit 50 Display unit 52, 52a, 52b Business menu screen 60 Communication unit 100 Sales management system 522, 523 Training mode indicator 532 Training mode indicator S Training check sheet

Claims (7)

a processing means for executing a business process related to a predetermined business in a mode designated by a user out of a normal mode for actually carrying out the business and a training mode for the user to learn input operations related to the business process ;
the processing means is configured to generate duplicate data that duplicates data for performing the business in the normal mode and an input result when the business is performed in the normal mode, when the business process is performed in the training mode, so that the business process based on the duplicate data can be performed in the training mode and the input result can be displayed as an input example.
23. An information processing apparatus comprising: a processing means for executing a form input process related to a form creation task in a mode designated by a user out of a normal mode for actually performing the form creation task and a training mode for the user to learn input operations related to the form input process;
the processing means is configured to generate duplicate data by duplicating data for executing the form creation task in the normal mode and a form input result when the form creation task is executed in the normal mode, when the form input process is executed in the training mode, so that the form input process based on the duplicate data can be executed in the training mode and the form input result can be displayed as a form creation example.
23. An information processing apparatus comprising : the processing means generates the duplicate data based on a timing at which the training mode is designated by a user.
3. The information processing apparatus according to claim 1, wherein the information processing apparatus is a computer. An information processing method executed by an information processing device,
a processing step of executing a business process related to a predetermined business in a mode designated by a user out of a normal mode for actually carrying out the business and a training mode for the user to learn an input operation related to the business process;
the processing step is set so that, when the business process is executed in the training mode, duplicate data is generated by duplicating data for executing the business in the normal mode and an input result when the business is executed in the normal mode, thereby making it possible to execute the business process based on the duplicate data in the training mode and to display the input result as an input example.
23. An information processing method comprising: An information processing method executed by an information processing device,
a processing step of executing a form input process related to a form creation task in a mode designated by a user out of a normal mode for actually performing the form creation task and a training mode for the user to learn input operations related to the form input process;
the processing step is set so that, when the form input process is executed in the training mode, duplicate data is generated by duplicating data for executing the form creation task in the normal mode and a form input result when the form creation task is executed in the normal mode, thereby making it possible to execute the form input process based on the duplicate data in the training mode and to display the form input result as a form creation example.
23. An information processing method comprising: Computer,
functioning as a processing means for executing a business process related to a predetermined business in a mode designated by a user out of a normal mode for actually carrying out the business and a training mode for the user to learn input operations related to the business process;
the processing means is configured to generate duplicate data that duplicates data for performing the business in the normal mode and an input result when the business is performed in the normal mode, when the business process is performed in the training mode, so that the business process based on the duplicate data can be performed in the training mode and the input result can be displayed as an input example.
A program characterized by: Computer,
functioning as a processing means for executing a form input process related to a form creation task in a mode designated by a user out of a normal mode for actually carrying out the form creation task and a training mode for the user to learn input operations related to the form input process;
the processing means is configured to generate duplicate data by duplicating data for executing the form creation task in the normal mode and a form input result when the form creation task is executed in the normal mode, when the form input process is executed in the training mode, so that the form input process based on the duplicate data can be executed in the training mode and the form input result can be displayed as a form creation example.
A program characterized by:

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