Batch CR Tasks Function
Purpose
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:
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FIND to identify the CR records to be actioned
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RESULTS GRID lists the CRs matching the search criteria and allows their inclusion in the CR task action
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COMMIT defines the final action to be taken on the list of CRs
Field List
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Field
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Description
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Associated Business Process
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FIND Cremated Remains
to identify the CR records to be actioned
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Task Type
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Selection list of New or Pending
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Determines if new CR tasks are being created, or pending tasks are being progressed/completed
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CR Reference Number
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Look up to CR- reference number
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Used to find single/specific CR record
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Site
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Look up to sites (cemeteries)
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Used to restrict search to single site
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Current Location
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Look up to cemetery location
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Used to find CRs held at a specific location, e.g. crematorium or admin building
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Area, S1, S2
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Look ups to area records in location hierarchy
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Used to find CRs held in an area of the grounds (often used in conjunction with tenure status)
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CR Expiry Date
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Date range entry fields
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Used to find CRs due to expire within specified dates.
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CR Task Status
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Selection list of task statuses
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Used to find CR tasks in the nominated status, e.g. scatter approval required
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CR Task Instruction
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Selection list of task instructions
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Used to find CRs tasks linked to instruction
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Tenure Status
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Selection list of tenure statuses
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Used to find CRs held in locations with the nominated tenure status, e.g. Limited Tenure
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Funeral Company
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Look up to company records
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Used to find CRs linked through the source booking to the funeral company/director. Commonly used when completing FD Collection tasks.
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Date Due
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RESULTS GRID
lists information about the CRs that match the search criteria. Allows their inclusion in the CR task action
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CR Reference No
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Unique identifier for the CR record
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First Name
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First name of the deceased
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Last Name
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Last name of the deceased
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Current Location
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Current location code of the CRs
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CR Instruction
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Current CR instruction on the CRs
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CR Status
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Current CR status on the CRs
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CR Expiry Date
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CR expiry date on the CRs
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Tenure Status
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Current tenure status of the CR location
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Funeral Company
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Company name
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Included
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Checkbox
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Denotes inclusion (ticked) / exclusion in the CR Task action
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COMMIT
defines the final action to be taken on the list of CRs
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CR Instruction
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Selection list of task instructions
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Entry only required for New tasks.
On pending tasks, can be used to over-ride original data entry
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CR Status
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Selection list of task statuses
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Assigned User
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Selection list of staff
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Team
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Selection list of teams
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Comm Status
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Task status (pending/completed)
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Due Date
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Date entry field indicates when task is required
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Bulk to Location
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Look up to locations
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Details
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Free form text field
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