byondpro
Functional Specifications
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Sign In

The Sign In screen can be accessed :
 
When the user navigates to this screen, initially screen will be in view mode (summary mode).
Change button should be available only if the user navigates to this screen by clicking the workflow step "Sign In".
Upon clicking the "Change" button, screen will be changed to edit mode as follows.
 
Sign In
1

Sign In Tab

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

Sign In

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Page Title
-
-
-
-
Text
-
-
-
-
3

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.
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4

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
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5

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
-
6

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
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7

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
-
8

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--
-
9

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--
-
10

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
-
11

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
-
12

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
-
13

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
-
14

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
-
15

Refrigerator Rack Number

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Advanced
Search  Select
Pre-conditions:
1. There should be at least one refrigerator / rack record created underneath the funeral home/ mortuary.
 
Post-conditions:
Upon saving the record
1. The status of the refrigerator rack no. will be changed to  occupied.
 
2. Selected value will be reflected in the Refrigerator Rack No. field of the Refrigerator Movement Tracking screen.
1. List ONLY the rack no which have the status = available created underneath the CSC -> Administration -> byondpro Setup -> Refrigerator Rack No  and order by ASC

2. This element allows the user to either input a value directly OR search and select a value from the list (When the user double-clicks on the searched value, it will show the details of the refrigerator rack in a new browser window).
 
3. The columns displayed as the "View Fields" in the lookup will be,
  • Refrigerator Rack no
  • Type
  • Site/ Location
     
    4.  This allows to enter any characters including numbers, letters and special characters.
     
No
-
Text
Yes
 
-
Blank
-
16

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
-
-
-
-
17

Save

 
Type
Notes
Rules
Compulsory
Placeholder
Format
Edit
Size
Default
Messages
Button
-
Upon clicking the button:
 
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
18

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.
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Enable
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