byondpro
Functional Specifications
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Assign to Staff

 
Assign to  Staff page can be accessed by clicking on the Workflow step: "Assign to Staff/ Reassign Staff" on the Summary screen.
 
When the user navigates to this screen, initially screen will be in view mode (summary mode). Upon clicking the "Change" button, screen will be changed to edit mode as follows.
 
Assign to Staff
1

Assign to Staff

Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Page Title
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Text
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2

Staff Assigned

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
User Select
Pre-conditions:
1. There should be at least one person (will be an employee of FH) created underneath the funeral home, in order to list down as the options.
 
 
1. By default, the logged in user's name will be set as the value of the selection list.
 
2. List the full names of the persons (will be employees of FH) created underneath the funeral home and order by ASC.

3. This element allows the user to  search/ filter and select a value from the list.
 
4.  This allows to enter any characters including numbers, letters and special characters.
 
Yes
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Text
Yes
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Full name of the
logged in user
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3

Tracking Notes

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Multiline Text
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1. This allows to enter any characters including numbers, letters and special characters.
 
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Text
Yes
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Blank
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4

Save

 
 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Button
Post-conditions:
1. The user will be navigated to the "Assign to Staff Summary" screen.
 
2. The added Assign to Staff details will be attached with the same sales and booking record.
 
 
Upon clicking the button:
 
If Staff Assigned is filled
Then
1. Record will be saved and attached to the particular Sales and Booking record
2. Success message will be shown
3. The system will navigate the user to the summary of the Assign to Staff record.
4. Email notification will be send to the assigned person
The email template to be defined.
Else
Error message will be shown.
 
 
 
 
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Enable
Success Message:
Assign to Staff record has been created.
 
Error Message:
Default SAGE CRM error message for mandatory fields.
 
5

Cancel

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Button
-
Upon clicking the button :
 
1. All the fields will be cleared/ reset to default.
 
2. "Assign to Staff" process will be discarded.
 
3. The user will be retained in this same screen.
 
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Enable
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