byondpro
Functional Specifications
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Index

Create Obituary

 
Create Obituary screen will consist of the data fields that are required to enter the relevant data by the user.
 
This screen can be accessed by clicking the Change Attribute button in the Obituary Summary tab.
 
Create Obituary
1

Obituary

Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Tab Header
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2

Obituary

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

Deceased Photo

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Image Upload
1. Recommended image resolution: 800x600
 
2. All images loaded must be subject to virus checking.
 
3. Include controls to restrict file size.
1. Upon clicking the Browse button, PC's default image upload screen will be popped up to select and upload the Deceased image.
 
2. On selection, insert the image URL
 
Post Conditions:
1. Document library record should be created automatically under the Document tab of the respective Sales and Booking and Persons records, for the uploaded Deceased Photo with following values with the image URL:
  • File Name: Uploaded File Name
  • Type = Obituary
  • Category = Images
  • Status = Final
No
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4

Background Image

Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Selection
1. List of uploaded background image names  should be listed out for selection. 
Pre Condition:
1. At least one background image should be uploaded via the Cemetery System Configurations -> Obituary Images Setup
Yes
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The first one of the list.
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5

Theme Colour

Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Selection
1. List of available colours should be listed out.
Suggested values:
Black, Red, Blue, Green
Pre Condition:
1. At least one colour should be added to the selection list under the Create Obituary entity.
Post Condition:
When generating the preview, dark and lighter shades of the selected colour should be used for the content fields as shown in the Obituary Template
Yes
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6

General Note

Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Multiline Text
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-
No
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Text.
Yes
-
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-
7

Family

Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Multiline Text
-
-
No
-
Text.
Yes
-
-
-
8

Education

Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Multiline Text
-
-
No
-
Text.
Yes
-
-
-
9

Military Service

Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Multiline Text
-
-
No
-
Text.
Yes
-
-
-
10

Profession & Accomplishments

Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Multiline Text
-
-
No
-
Text.
Yes
-
-
-
11

Hobbies & Sports

Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Multiline Text
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-
No
-
Text.
Yes
-
-
-
12

Other

Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Multiline Text
-
-
No
-
Text.
Yes
-
-
-
13

Service Notes

Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Multiline Text
1. Service Date, Venue Viewing information and Donations recorded in the Sales and Booking record -> Funeral Arrangement section, should be reflected here by default as below.
  • Service Date: <Sales and Booking Record -> Funeral Arrangement ->Date of Service value>
  • Venue: <Sales and Booking Record -> Funeral Arrangement -> Funeral Home or Venue External value>
  • Viewings: <Sales and Booking Record -> Funeral Arrangement ->Viewing -> Dates entered for Viewing values> (This should be displayed as Viewing 1 + Date, Viewing 2 + Date. etc.)
  • Donations: <Sales and Booking Record -> Donations>
 
2. User shall have the ability to edit the information.
 
3. Once the user save the record, the values should not be reset to initial values when the user come back to this screen. (the values added in the previous successfully saved record should be appeared.)
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No
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Text.
Yes
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14

Save

Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Button
-
1. Upon clicking,
 
If all the mandatory fields are filled,
Then
 
a. Obituary  record will be saved and attached to the particular Sales and Booking record.
 
b. Document record should be created automatically under the Document tab for the uploaded Deceased Photo with following values with the image URL:
  • File Name: Uploaded File Name
  • Type = Obituary
  • Category = Images
  • Status = Final
 
c. The system will navigate the user to the summary of the Obituary record.
 
Else
Error message will be shown.
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Error Message:
Default SAGE CRM error message for mandatory fields.
15

Preview

Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Button
-
1. Upon clicking, user will be navigated to the Preview of the Obituary in a new tab generated based on the Obituary Template .
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16

Cancel

Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Button
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1. Upon clicking, user will be navigated to the Obituary Summary screen of the byondpro.
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