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^{Functional Specifications}

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(c) OpusXenta Pty Ltd, 2020

Sign In

The Sign In screen can be accessed :

By clicking on the Sign In Tab at the top navigation bar
By clicking on the workflow step "Sign In" on the Summary screen.

When the user navigates to this screen, initially screen will be in view mode (summary mode). Upon clicking the "Change" button, screen will be changed to edit mode.

Sign In

Sign In Tab

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Tab 2 Title	-	-	-	-	Text	-	-	-	-

Sign In

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

Forms Received

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Set of Check Boxes	Pre-conditions: 1. There should be at least one form type created by system Administrator.	1. List all the form types related to the funeral home process. The form types are as follows. Received Identification Form Received Death Certification Signed Deceased Care Authorization Issued Authorization for Interment/ Cremation Issued Authorization for Embalming 3. The user will be able to select one or more forms by selecting check box/ es.	No	-	Text	Yes	-	If any of the forms have been ticked when creating the Transfer record Then those forms should be ticked by default Else keep it un-ticked.	-

Forms Details

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Multiline Text	This will be pre-filled, based on the details provided via Forms Details of the Transfer Record.	1. This allows to enter any characters including numbers, letters and special characters.	No	-	Text	Yes	-	Blank	-

Deceased Belongings

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Multiline Text	This will be pre-filled, based on the details provided via Transfer Belongings of the Transfer Record.	1. This allows to enter any characters including numbers, letters and special characters.	No	-	Text	Yes	-	Blank	-

Signed In 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 allows the user to search/ filter and select a value from the list. 4. This allows to enter any characters including numbers, letters and special characters.	Yes	-	Text	Yes	-	Full name of the logged in user	-

Date and Time of Receipt

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. 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) 3. Once the user clicks on the clock icon (placed next to the time text field), it will show a Time Picker and the user will be able to select a time from it. (Consider Profile Menu -> Preferences -> Date/ Time Preferences for the time format). 4. Both fields will ONLY allow to enter numbers.	Yes	-	Date and time	Yes	-	Current Date and Time	-

Container

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Selection	Pre-conditions: 1. There should be at least one container type created by the system Administrator.	1. List the container types as the options of the selection list. The options are as follows. Coffin Body Bag Shroud Other --None--	No	-	Text	Yes	-	--None--	-

Gender

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Selection	Pre-conditions: 1. There should be at least one gender type created by the system Administrator.	1. List the gender types as the options of the selection list. The options will be the same gender list available in Person records (IF the user has edited the gender list, it will reflect here as well).	No	-	Text	Yes	-	--None--	-

Weight

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.	No	-	Text	Yes	-	Blank	-

Height

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.	No	-	Text	Yes	-	Blank	-

Fluids

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.	No	-	Text	Yes	-	Blank	-

Devices

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.	No	-	Text	Yes	-	Blank	-

Initial Observations

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.	No	-	Text	Yes	-	Blank	-

Refrigerator Rack Number

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Read Only field	-	-	-	-	Text	No	-	-	-

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 the Summary screen will be displayed as "Red" color text.	1. This allows to enter any characters including numbers, letters and special characters. 2. If a value is entered in the Infection Risk field of the First Call record, Then this field will be pre-filled and shown in red. Else show in the default color.	No	-	Text	-	-	-	-

Save

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Button	-	Upon clicking the button: If Signed In By and Date and Time of Receipt are filled Then 1. Record will be saved and attached to the particular Sales and Booking record 2. Success message will be shown 3. The system will navigate the user to the summary of the Sign In record. 4. The "Current Stage" of the workflow will be changed to Authorisation 5. The status of the Mortuary Care record will be changed to to "Signed In". Else Error message will be shown.	-	-	-	-	-	Enable	Success Message: Sign In has been completed. Error Message: Standard SAGE CRM error message for mandatory fields

Cancel

Type	Notes	Rules	Compulsory	Placeholder	Format	Edit	Size	Default	Messages
Button	-	Upon clicking: 1. All the input elements will be cleared/ reset 2. "Sign In" process will be discarded. 3. The user will be retained in this same tab/ screen.	-	-	-	-	-	Enable	-

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