Cremated Remains tasks are used to record the movement of CRs through the cemetery facilities. Staff can prepare CR tasks as a means of issuing instructions to any operational team. CR tasks create “to do” tasks in the assigned individual’s or team’s CRM calendar.
The Batch CR Tasks function allows staff to process a number of CRs in one action. New tasks can be created from this screen and set to pending or completed. Pending tasks can only be completed from the Batch CR Task screen. The completed status updates all associated records, in accordance with the named CR Instruction.
The screen is divided into 3 practical sections:
FIND to identify the CR records to be actioned
RESULTS GRID lists the CRs matching the search criteria and allows their inclusion in the CR task action
COMMIT defines the final action to be taken on the list of CRs
Field List
Field
Description
Associated Business Process
FIND Cremated Remains
to identify the CR records to be actioned
Task Type
Selection list of New or Pending
Determines if new CR tasks are being created, or pending tasks are being progressed/completed
CR Reference Number
Look up to CR- reference number
Used to find single/specific CR record
Site
Look up to sites (cemeteries)
Used to restrict search to single site
Current Location
Look up to cemetery location
Used to find CRs held at a specific location, e.g. crematorium or admin building
Area, S1, S2
Look ups to area records in location hierarchy
Used to find CRs held in an area of the grounds (often used in conjunction with tenure status)
CR Expiry Date
Date range entry fields
Used to find CRs due to expire within specified dates.
CR Task Status
Selection list of task statuses
Used to find CR tasks in the nominated status, e.g. scatter approval required
CR Task Instruction
Selection list of task instructions
Used to find CRs tasks linked to instruction
Tenure Status
Selection list of tenure statuses
Used to find CRs held in locations with the nominated tenure status, e.g. Limited Tenure
Funeral Company
Look up to company records
Used to find CRs linked through the source booking to the funeral company/director. Commonly used when completing FD Collection tasks.
Date Due
RESULTS GRID
lists information about the CRs that match the search criteria. Allows their inclusion in the CR task action
CR Reference No
Unique identifier for the CR record
First Name
First name of the deceased
Last Name
Last name of the deceased
Current Location
Current location code of the CRs
CR Instruction
Current CR instruction on the CRs
CR Status
Current CR status on the CRs
CR Expiry Date
CR expiry date on the CRs
Tenure Status
Current tenure status of the CR location
Funeral Company
Company name
Included
Checkbox
Denotes inclusion (ticked) / exclusion in the CR Task action
COMMIT
defines the final action to be taken on the list of CRs
CR Instruction
Selection list of task instructions
Entry only required for New tasks.
On pending tasks, can be used to over-ride original data entry
