First Call

In order to access this page, for a new funeral arrangement, the user enters information on the summary screen and selects record type: Funeral. On save, they are automatically presented with the First Call / New entry screen.

To access this page on an existing record, the user has to click on the Change button of "First Call" tab of the sales and booking record.

Screen 1

First Call Tab

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Tab 2 Title	This is the title of the 2nd tab of the Tab view.	1. In order to access this tab/screen, the user has to select/click on the "First Call" tab of a particular sales and booking record.	-	-	Text	-	-	-	-

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First Call

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

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Sales and Booking ID

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Readonly Text	-	1. Display the Sales and Booking ID for the funeral record.	-	-	Text	-	-	-	-

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Deceased ID

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Readonly Text	-	1. IF a person has been entered on the sales and booking record as the deceased/reference and a Reference number has been assigned, the "Reference No" of that person will be displayed, otherwise this will be blank.	-	-	Text	-	-	-	-

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Deceased Name

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Readonly Text	-	1. IF a person has been entered on the sales and booking record as the deceased/reference, display the full name of the deceased person. 2. IF the deceased person record NOT yet created, show the <<Deceased Given Name>> <<Deceased Surname>> which the details provided when creating the Sales and Booking record. 3. Show as blank, IF the name of the deceased person not yet set.	-	-	Text	-	-	-	-

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Type

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Readonly Text	-	1. Display the Type of the Sales and Booking record.	-	-	Text	-	-	-	-

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Funeral Service Starts

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Readonly Text	-	1. Display the funeral service starting date and time (from Funeral Arrangements screen). 2. Consider Profile Menu -> Preferences -> Date/Time Preferences for the date and time format. 3. Show as blank, IF the service date and time not yet set.	-	-	Text	-	-	-	-

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Received 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-in 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 conforms to standard CRM user select field controls.	Optional	-	Text	-	-	Full name of the logged user	-

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Received At

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Date and Time	-	1. By default, current date and time will be set as the value. 2. This element conforms to standard CRM date/time field controls.	Optional	-	Date and time	-	-	Current Date and Time	-

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Reported By

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Selection	Pre-conditions: 1. There should be at least one reporting entity created by the system Administrator.	1. By default, "--None--" option will be selected. 2. List the reporting entities as the options of the selection list. The options are as follows. Family Hospital Medical Practitioner Nursing Home Police Registered Nurse Other --None--	Optional	-	Text	-	-	--None--	-

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Referral

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Selection	Pre-conditions: 1. There should be at least one referral type created by the system Administrator.	1. By default, "--None--" option will be selected. 2. List the reporting entities as the options of the selection list. The options are as follows. Customer Family Hospital Internet Newspaper Nursing Home Radio --None--	Optional	-	Text	-	-	--None--	-

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Contact Name

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Text Field	-	1. This allows to enter any characters including numbers, letters and special characters. 2. When the user clicks on Save button without adding/entering a value, display an inline ERROR message.	Required	-	Text	-	-	-	2.Inline error message: Please enter a Contact Name

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Contact Phone

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Text Field	-	1. This allows to enter ONLY numbers.	Optional	-	Numbers	-	-	-	-

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Collect From

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Advanced Search Select	Pre-conditions: 1. There should be at least one created/registered Company.	1. List the names of the Companies and order by ASC. 2. The columns displayed as the "View Fields" in the lookup will be, Address 1 City State Post Code Company Name 2. This element conforms to standard CRM Advanced Search Select field controls.	Optional	-	Text	-	-	-

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Collect From Other

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Text Field	-	1. This allows to enter any characters including numbers, letters and special characters.	Optional	-	Text	-	-	-	-

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Collect Address

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.	Optional	-	Text	-	-	-	-

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Identification Form

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Check Box	Post Condition: If Identification Form = true Then make Received Identification Form (in New Transfer screen)=true	1. This check box will be selected/checked, IF the Received Identification Form (in New Transfer screen) check box is selected. The changes made to this check box, will be reflected to Received Identification Form check box in New Transfer screen.	Optional	-	Text	-	-	-	-

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Do you need a Transfer?

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Check Box	The purpose of this check box is to direct the user to the New Transfer screen.	1. Refer #21 SAVE for rules	Optional	-	Text	-	-	-	-

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Do you need Mortuary Care?

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Check Box	The purpose of this check box is to 1. Create a Mortuary Care record in the background.	1. Refer #21 SAVE for rules	Optional	-	Text	-	-	-	-

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Infection Risk

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Text Field	Post-conditions: 1. IF the user clicks the Save button WITH a value; the Infection Risk elements in Funeral Homes - New Transfer and Mortuary Care - Sign In will be displayed as "Red" color text. (FYI : Changes made to "Infection Risk" element in any screen, will reflect on the "Infection Risk" elements in other screens as well.)	1. This allows to enter any characters including numbers, letters and special characters. 2. IF the user clicks Save button WITH a value (i.e. not empty); the Infection Risk label will be displayed in "Red" color in the edit screen. the label and the value (i.e. readonly text) will be displayed in "Red" color in the "First Call Summary" screen. (The same functionality covered in "Alert" input element placed in "Person Summary" screen will be considered here) (FYI : The text color will be set to default, IF the value is null/empty).	Optional	-	Text	-	-	-	-

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Save

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Button	Post-conditions: Upon clicking this button; 1.by selecting ONLY the Do you need a Transfer check box - the user will be navigated to New Transfer screen. 2.by selecting ONLY the Do you need Mortuary Care check box: a.the user will be navigated to the "First Call Summary" screen (described at end of this page). b. The mortuary care record will be created by assigning a Mortary Reference and linking the following information to the reference no. Sales and Booking ID Deceased ID Deceased Name Type Date of Service Status : Status shown in the Sales and Booking summary 3. By selecting BOTH Do you need a Transfer and Do you need Mortuary Care check boxes: a. the user will be navigated to New Transfer screen. b. The mortuary care record will be created by assigning a Mortary Reference and linking the following information to the reference no. Sales and Booking ID Deceased ID Deceased Name Type Date of Service Status : Status shown in the Sales and Booking summary 4. by selecting neither Do you need a Transfer nor Do you need Mortuary Care check boxes - the user will be navigated to the "First Call Summary" screen (described at end of this page).	1. For a successful First Call record creation, 1a. it will show a success message. 1b. the system will navigate the user to the "First Call Summary" page (with the prefilled data of the First Call record). 2. Mortuary Reference format: <Three digit Site Code> <Sales and Booking ID>	-	-	-	-	-	-	1a. First Call record created.

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Cancel

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Button	Post-conditions: 1. Clear/reset all the input elements. 2. "First Call" add/create process will be discarded. 3. The user will be retained in this same tab/screen (view mode)	-	-	-	-	-	-	-	-

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First Call Summary Screen

1. The details of the "First Call" record will be shown/displayed as readonly texts.

2. IF the Infection Risk is NOT null; the label name and the value will be displayed in "Red" color.

3. The button available in this screen will be;

Change - Once the user clicks on this button, the system will navigate the user to the edit screen of the "First Call" record.

First Call

First Call Tab

First Call

Sales and Booking ID

Deceased ID

Deceased Name

Type

Funeral Service Starts

Received By

Received At

Reported By

Referral

Contact Name

Contact Phone

Collect From

Collect From Other

Collect Address

Identification Form

Do you need a Transfer?

Do you need Mortuary Care?

Infection Risk

Save

Cancel

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