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Functional Specifications
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Search_Duplicate Records

 
Search_Duplicate Records
1

Merge Duplicates

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Page Header
-
-
-
-
Text
-
-
-
-
2

First Name

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Text Field
Pre-conditions:
1. There should be at least one duplicated First Name under
Person record need to excist, in order to list down as options.
2. Selected Person record / Primary person record - First Name should NOT list down and display here.
1. This allows to enter any characters including numbers, letters and special characters.
 
Optional
-
Text
-
-
-
-
3

Middle Name

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Text Field
Pre-conditions:
1. There should be at least one duplicated Middle Name under
Person record need to excist, in order to list down as options.
2. Selected Person record / Primary person record - Middle Name should NOT list down and display here.
1. This allows to enter any characters including numbers, letters and special characters.
 
Optional
-
Text
-
-
-
-
4

Date of Birth

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Date only
-
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. The fields will ONLY allow to enter numbers.
Optional
-
Date
-
-
-
-
5

Date of Death

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Date only
-
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. The fields will ONLY allow to enter numbers.
Optional
-
Date
-
-
-
-
6

Date of Service

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Date only
-
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. The fields will ONLY allow to enter numbers.
Optional
-
Date
-
-
-
-
7

Primary Phone

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Text Field
-
1. This allows to enter ONLY numbers.
Optional
-
Numbers
-
-
-
-
8

Primary Email

 
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
-
Numbers
-
-
-
-
9

Last Name

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Text Field
Pre-conditions:
1. There should be at least one duplicated Last Name under
Person record need to excist, in order to list down as options.
2. Selected Person record / Primary person record - Last Name should NOT list down and display here.
1. This allows to enter any characters including numbers, letters and special characters.
 
Optional
-
Text
-
-
-
-
10

Territory

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Selection
Pre-conditions:
1. There should be at least one Territory created by the system Administrator.
1. By default, "--None--" option will be selected.
 
2. List the territories as the options of the selection list.
 
 
Optional
-
Text
-
-
--None--
-
11

Address Line 1

 
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
-
-
-
-
12

Address Line 2

 
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
-
-
-
-
13

Address Line 3

 
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
-
-
-
-
14

Address Line 4

 
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
-
-
-
-
15

Suberb/City

 
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
-
-
-
-
16

State

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Selection
Pre-conditions:
1. There should be at least one State created by the system Administrator.
1. By default, "--None--" option will be selected.
 
2. List the States as the options of the selection list.
 
 
Optional
-
Text
-
-
--None--
-
17

Post Code

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Text Field
-
1. This allows to enter
ONLY numbers.
 
Optional
-
Text
-
-
-
-
18

Country

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Selection
Pre-conditions:
1. There should be at least one Country created by the system Administrator.
1. By default, "--None--" option will be selected.
 
2. List the Countries as the options of the selection list.
 
 
Optional
-
Text
-
-
--None--
-
19

Find

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Button
Post-conditions:
1. List down fetched records in the results grid.
 
1. When the user clicks on the button, search/fetch the person records based on the selected values of the filters.
 
2. If all the search filters are blank/empty and click on Find Duplicates button, it will list down all the records in the Results Grid.
 
3. Fetching records based on the "AND" operation among the search filters.
-
-
-
-
-
-
-
20

Cancel

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Button
Post-conditions:
1. Clear values of the search filters.
 
2. Clear values from the Results Table.
1. Once the user clicks on this button, it will clear
  • all the search filters
  • the Results Grid
-
-
-
-
-
-
-
21

Detailed Comparison

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Button
Pre-conditions:
1. There should be at least two person records selected by the system user to enable the 'Detailed Comparison' button.
 
Post-conditions:
1. User need to direct to the detailed comparison screen.
1.When user clicks on this button, user need to navigate to the detailed comparison screen with the selected records along with the primary person record.
 
-
-
-
-
-
Disable
-
22

Results Grid

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Table
-
1. ALL the person records fetched based on the filter criteria, will be list down in this table.
 
2. By default, sort the table by the column "First Name" in ASC order.
 
3. This table allows the user to,
  • sort by all the columns in  ASC or DESC order.
     
  • move between other pages by the navigator placed at the top right corner of the table.
     
    4. If the system found records, show the text, placed at the top left corner of the table. The format of the text is
    <<search results count>> Person record, Page <<current page number>> of <<total pages count>>
     
    5. If no results found, show the text "No Person records", placed at the top left corner of the table.
     
    6. IF the data/details of a record empty/null, the column will be blank.
     
    7. User can select multiple records at once by clicking the checkbox.
     
    8. Selected Person record / Primary person record details should NOT list down and display in the results grid.
-
-
-
-
-
-
-
23

First Name

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Table Column
Column in the table showing First Name of  the persons.
1. IF the person record created; the first name of the deceased person will be displayed as an anchor text. Once the user clicks on the anchor text, the system will navigate the user to "Person" summary page.
 
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, otherwise this will be blank.
-
-
Text
-
-
-
-
24

Middle Name

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Table Column
Column in the table showing Middle Name of  the persons.
1. IF the person record created; the last name of the deceased person will be displayed as a text.
 
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, otherwise this will be blank.
-
-
Text
-
-
-
-
25

Last Name

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Table Column
Column in the table showing Last Name of  the persons.
1. IF the person record created; the last name of the deceased person will be displayed as an anchor text. Once the user clicks on the anchor text, the system will navigate the user to "Person" summary page.
 
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, otherwise this will be blank.
-
-
Text
-
-
-
-
26

Date of Birth

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Table Column
Column in the table showing the Date of Birth
1. Consider
Profile Menu -> Preferences -> Date/Time Preferences
for the date format
-
-
Date
-
-
-
-
27

Date of Death

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Table Column
Column in the table showing the Date of Death
1. Consider
Profile Menu -> Preferences -> Date/Time Preferences
for the date format
-
-
Date
-
-
-
-
28

Date of Service

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Table Column
Column in the table showing the Date of Service
1. Consider
Profile Menu -> Preferences -> Date/Time Preferences
for the date format
-
-
Date
-
-
-
-
29

State

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Table Column
Column in the table showing the state of the Person record.
1. State shown in the searched Person record need to display here.
-
-
Text
-
-
-
-
30

Phone

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Table Column
Column in the table showing the Phone of the Person record.
1. Phone shown in the searched Person record need to display here.
-
-
Text
-
-
-
-
31

Email

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Table Column
Column in the table showing the Email of the Person record.
1. Email shown in the searched Person record need to display here.
-
-
Text
-
-
-
-
 
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