The Task Manager Status contains a hyperlink that directs a user to the relevant job within Task Manger. This enhancement will ensure that users access Task Manager through byondcloud.
Task Manager Status
This hyperlink takes a user directly to the relevant job within Task Manager.
Type
Notes
Rules
Compulsory
Format
Edit
Size
Default
Error Message
Hyperlink
-
Based on a new enhancement, direct access to TM will be revoked. TM will only be accessible through byondcloud.
Once a user clicks on the 'Task Manager Status' within a job/ booking
AND
IF a user is logged into byondcloud
THEN the user will be directed to the relevant job/ booking
ELSE
the user will be taken to the byondcloud login screen (the TM login screen should not be accessible/ visible)
and after successfully login, then be directed to the relevant job/ booking.
This will be a dynamic connection to the Location to display the name/link for the primary holder of right of interment.
This field will populate based on the Location ID entered.
It will behave like the Holder of Right field on the Person summary screen; showing "Others" in the label if the location has Additional HOR entries.
[UPDATE 12-2021] Group Locations - show Holder of Right of parent/Group Location record
Type
Notes
Rules
Compulsory
Format
Edit
Size
Default
Error Message
Hyperlink
There are only 2 ways to populate this field:
1. Location is selected by the user on the S&B summary, this field "pulls" in the Holder of Right of Interment from the location summary screen.
2. If the Location is populated by the Sales Order/quote Add Location item, this field "pulls" in the Authorising Person on the Order Header.
1. This field will be read-only.
2. It will populate based on the Location entered.
3. It will display the name of the Location Holder of Right (loca_holderofrightID) - hyperlink to Person summary screen.
4. Field label will be "Location Holder of Right".
4a. If there are additional HOR entries linked to the Location, field label will be "Location Holder of Right + Others"
5. Where the Location field is subject to "Quoted Location" conditions based on a sales order quote, with ROI item. This field will populate with the Authorising Person on the sales order header.
5a. Following the same behaviour as the Location field, if the ROI item (location) is removed from the sales order and the "Quoted Location" is cleared, this field will reset to NULL.
6. Where the Location is a member of a Group Location, show the Holder of Right for the parent "group" record.
This existing field on the S&B summary screen will be updated so that the field label changes dynamically to show the family relationship to the Deceased/Reference Person.
(ignoring the fixed "Authorising Person" relationship). This will show Spouse of, Child of, Partner of, etc
Type
Notes
Rules
Compulsory
Format
Edit
Size
Default
Error Message
Text
This logic will exclude the Authorising Person relationship.
1. This affects the field label only.
2. If a relationship exists between the Person entered in the Deceased/Reference field and the Authorising Person, the field label will change to show the relationship in parentheses.
The field label should accept the US/UK translation + [relationship name]:
example (UK): Authorising Person [Child of]
If no relationship exists, display just the field label, e.g.
