byondpro
Functional Specifications
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Authorisation

 
Authorization page can be accessed :
 
When the user navigates to this screen, initially screen will be in view mode (summary mode).
Change button should be available only if the user navigates to this screen by clicking the workflow step "Authorisation".
Upon clicking the "Change" button, screen will be changed to edit mode as follows.
 
 
Authorisation
1

Authorisation Tab

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

Authorisation

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Page Title
-
-
-
-
Text
-
-
-
-
3

Medical Certificate

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Selection
Pre-conditions:
1. There should be at least one medical certificate type created by the system Administrator.
1. List the Medical Certificate types as the options of the selection list.
The options are as follows.
  • Coroner
  • General  Practitioner
     
     
Yes
-
Text
Yes
-
Blank
-
4

Medical Certificate ETA

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Date and Time
-
1. Once the user clicks on the calendar icon (placed next to the date text field), it will show a Date Picker and the user will be able to select a date from it.
(Consider
Profile Menu -> Preferences -> Date/Time Preferences
for the date format)
 
2. Once the user clicks on the clock icon (placed next to the time text field), it will show a Time Picker and the user will be able to select a time from it.
(Consider
Profile Menu -> Preferences -> Date/ Time Preferences
for the time format)
 
3. Both fields will ONLY allow to enter numbers.
No
-
Date and time
Yes
-
Blank
-
5

Medical Certificate Received

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Date and Time
-
1. Once the user clicks on the calendar icon (placed next to the date text field), it will show a Date Picker and the user will be able to select a date from it.
(Consider
Profile Menu -> Preferences -> Date/ Time Preferences
for the date format)
 
2. Once the user clicks on the clock icon (placed next to the time text field), it will show a Time Picker and the user will be able to select a time from it.
(Consider
Profile Menu -> Preferences -> Date/ Time Preferences
for the time format)
 
3. Both fields will ONLY allow to enter numbers.
No
-
Date and time
Yes
-
Blank
-
6

Medical Review Required

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Check Box
Post Conditions :
 
If this field is checked
Then enable the Medical Review Booked
-
 
-
-
Text
Yes
-
Unchecked/ deselected
-
7

Medical Review Booked

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Check Box
Pre conditions:
 
Then enable this filed.
 
Post Conditions:
 
If this field checked
 
-
 
-
-
Text
-
-
Unchecked/ deselected
-
8

Medical Practitioner

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Advanced
Search  Select
Pre-conditions:
1. There should be at least one medical practitioner created by the system Administrator.
 
2. In order to enable this field Medical Review Booked = true
1. List the full names of the medical practitioners and order by ASC.

2. This element allows the user to either input a value directly OR search and select a value from the list (When the user double-clicks on the searched value, it will show the details of the medical practitioner's details in a new browser window).
 
3. The columns displayed as the "View Fields" in the lookup will be,
  • Name
  • Address 1
  • City
  • State
  • Phone Number
     
    4.  This allows to enter any characters including numbers, letters and special characters.
     
 
Then this filed is compulsory
 
 
-
Text
-
-
Blank
-
9

Medical Review Completed

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Date and Time
Pre condition:
 
In order to enable this field Medical Review Booked = true
Upon enabling this field, disable the Authorise button until a value is entered for this field.
 
2. Once the user clicks on the calendar icon (placed next to the date text field), it will show a Date Picker and the user will be able to select a date from it.
(Consider
Profile Menu -> Preferences -> Date/Time Preferences
for the date format)
 
3. Once the user clicks on the clock icon (placed next to the time text field), it will show a Time Picker and the user will be able to select a time from it.
(Consider
Profile Menu -> Preferences -> Date/Time Preferences
for the time format)
 
4. Both fields will ONLY allow to enter numbers.
Optional
-
Date and time
-
-
-
-
10

Second Medical Review Required

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Check Box
Post condition:
If this field is checked
-
 
-
-
Text
-
-
Unchecked/ deselected
-
11

Second Medical Review Completed

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Check Box
Pre conditions:
In order to enable this field Second Medical Review Required = true
 
Upon enabling this field, disable the Authorise button until this field is checked
 
-
-
Text
-
-
Unchecked/ deselected
-
12

Authorisation check boxes

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Check Box
-
There should be five checked boxes labeled as 
Authorisation 1-5
 
No
-
Text
-
-
Unchecked/ deselected
-
13

Authorised By

13. Authorised By
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 user's name will be set as the value of this field.
 
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.
 
No
-
Text
Yes
-
Full name of the
logged in user
-
14

Authorised At

 
 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Date and Time selection
-
1. By default, current date and time will be set as the value.
 
2. Once the user clicks on the calendar icon (placed next to the date text field), it will show a Date Picker and the user will be able to select a date from it.
(Consider
Profile Menu -> Preferences -> Date/Time Preferences
for the date format)
 
3. Once the user clicks on the clock icon (placed next to the time text field), it will show a Time Picker and the user will be able to select a time from it.
(Consider
Profile Menu -> Preferences -> Date/Time Preferences
for the time format).
 
4. Both fields will ONLY allow to enter numbers.
No
-
Date and time
Yes
-
Current Date and Time
-
15

Authorisation Comments

 
 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Multiline Text
-
1. This allows to enter any characters including numbers, letters and special characters.
 
No
-
 
Text
Yes
-
Blank
-
16

Save

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Button
Post-conditions:
1. The user will be navigated to the  "Authorisation Summary" screen.
 
2. The added authorisation details will be attached with the same sales and booking record.
 
 
1.
If all the mandatory fields are filled
Then
a. success message will be prompted.
b. the system will navigate the user to the summary of the Authorisation record.
 
Else
error message should be prompted
 
-
-
-
-
-
Enable
Success message:
Authorisation record has been created.
 
Error message :
Default SAGE CRM error message for mandatory fields.
17

Authorise

 
 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Button
Pre Condition:
In order to enable this button
 
 
OR
 
Then there should be a value to Medical Review completed
 
OR
 
 
 
 
 
Upon clicking the button:
 
If all the mandatory fields are 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 Authorisation record.
4. The "Current Stage" of the workflow will be changed to Body Preparation
5. The status of the Mortuary Care record will be changed to   to "Authorised".
 
Else
Error message will be shown.
 
 
-
-
-
-
-
-
Success Message : Authorisation  has been completed.
 
Error message :
Default SAGE CRM error message for mandatory fields.
18

Cancel

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Button
-
Upon clicking the button :

1. All the input elements will be cleared/ reset
 
2. "Authorisation" process will be discarded.
 
3. The user will be retained in this same tab/screen.
-
-
-
-
-
Enable
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