byondpro
Functional Specifications
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Person - Linking Global Person

This screen will allow the user to sync global records if the user approach to create new person or sync an existing person to global person record. Current Person will be matched base on unique identifiers such as First name, Last name and Date of Birth. Decease Person will be uniquely identified based on First name, Last name and Date of Death. This screen will pop-up if user create a new person and click on the "Save" button or Clicking "Sync Global Person" button in syncing unlinked persons records
Person - Linking Global Person
1

Persons Summary

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Read Only - Text
Display Persons details of selected person in byondpro
Person summary will display the details entered in persons record (Person Module> Add New Person> Enter Person Details) Or Existing Person Details ( Person Module> Find Person> Person Record)
 
following fields displayed in persons summary;
  • Persons Name
  • Date of Birth
  • Date of Death
  • Status
  • Country
  • Postal Code
     
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2

Number of Records

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Button
Display number of Persons records
Display number of Persons records listed on the Table
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Text
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3

Table

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Read Only - Text
Display possible records to sync in Global Persons records similar to selected person in byondpro
Display persons record details in byondcloud.
 
following fields displayed current person and decease person in the table;
 
Current Person Record
  • Fist Name
  • Last Name
  • Date of Birth
  • Person Status
  • Email Address
  • Country
  • State
  • Telephone Number
  • Post Code
 
Decease Person Record
  • Fist Name
  • Last Name
  • Date of Birth
  • Date of Death
  • Person Status
  • Country
  • State
  • Post Code
     
    Telephone number will be encrypted where only last 3 digits will be shown to the user.
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Text
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4

Select

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Button
Clicking the action button will sync the persons record in byondpro to selected global persons record.
If the global persons record already linked to a byondpro persons record created or synced person record will be merged with linked person record and same rule merge contacts in byondpro will be applied.
 
When syncing details from byondpro to cloud only latest updated fields will be sync to byondcloud
 
If byondcloud contains fields with recent update, field value will not change.
 
Sync will not update information from byondcloud to byondpro once the person is created in byondpro.
 
Global Person Record sync rules will be applied for person sync
 
once the person record is sync the pop-up screen will be closed and return back to summary tab of the linked person record in byondpro.
 
Once the user click the select button warning message will appear to confirm the sync
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"Are you sure to link this record?"
5

Create New Person

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Button
Clicking the action button will bypass the process to sync  existing persons and create global person in byondcloud
Create New Person will add new person record in byondpro and byondcloud.
 
If correct person record was not found it's mandatory to click "Create New Person" button create a person record
 
Once the user click the Create New Person button warning message will appear to confirm create new person record.
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"Are you sure to create new person record?"
6

Cancel

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Button
Clicking the action button will close the screen and return to add person record without resetting filled data
Clicking cancel button will not save the record to system,
 
Closing pop-up screen will also return to add person record without resetting filled data.
 
 
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