Purpose
The Batch Location Updates function allows staff to process a number of record attribute changes across a series of cemetery locations in one action.
The feature is stored under the MY CRM menu on the top navigation banner.
The screen is divided into 3 practical sections:
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FIND to identify the cemetery locations to be actioned
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RESULTS GRID lists the locations matching the search criteria and allows their inclusion in the record update function
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LOCATION UPDATE COMMIT allows the selection of field values to be applied to every included record
Field List
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Field
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Description
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Associated Business Process
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FIND Location
to identify the cemetery location records to be actioned
FIND: to search for matching records
CLEAR: to remove previous search criteria
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Site
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Look up to sites (cemeteries)
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Tenure Expiry Date
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Date range entry fields
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Search under Sub-Category
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Radio buttons: checked, not checked
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Not checked will over-ride location hierarchy and open search criteria.
For example...
HGH-LAWN has no direct locations
HGH-LAWN-A1 Row A1 has 20 graves
HGH-LAWN-B1 Row B1 has 20 graves
Selecting Site/Area HGH-LAWN...
- checked returns 0 results
- not checked returns 40 results
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Area, S1, S2
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Look ups to area records in location hierarchy
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Location Code
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Text entry field to search according to location code
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Can be used with/without Site & Area codes
For example....
entering HGH-LAWN-A1 returns 20 results of codes "starting with" that sequence.
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Operational Status
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A dropdown list identifying the operational status of the location
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Examples are available for use or unavailable for use
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Sales Status
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A dropdown list identifying the sales status of the location
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Examples are sold, future release or available for sale
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Tenure Status
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A dropdown list identifying the tenure status of the location
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Examples are limited tenure, perpetuity, tenure sticker placed, disestablished
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Active
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Radio buttons: active, not active
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Purpose
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A dropdown list displaying the high-level purpose of the location
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Examples are Monumental or Lawn Burials
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Type
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A dropdown list displaying the type of location
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Examples are Lawn Grave with Beam, Headstone Lawn Grave
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Tenure Sticker Placed
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Radio buttons: yes, no
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Temporary Grave Marker
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Radio buttons: yes, no
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Temporary Grave Marker Expiry Date
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Date range entry fields
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Temporary Memorial
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Radio buttons: yes, no
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Temporary Memorial Expiry Date
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Date range entry fields
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RESULTS GRID
lists information about the cemetery locations that match the search criteria. Allows their inclusion in the Batch Location Update
CONFIRM SELECTION: locks in record range identifed using search criteria
INCLUDE ALL: checks all records as included in record changes
EXCLUDE ALL: unchecks all records from record changes
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Area
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Content and purpose as described above
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Area S1
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Area S2
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Location Code
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Operational Status
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Sales Status
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Tenure Status
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Included
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Checkbox marks each entry for inclusion in the batch changes
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Visible once Confirm Selection has been actioned.
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COMMIT
defines the field values to be changed on the list of cemetery locations
CONFIRM SELECTION: presents overview of record changes to be made
UPDATE LOCATIONS: processes the field values selected below against the records marked as included
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Purpose
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Refer Location Records for detailed information
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Fields are skipped (unaffected) if the commit value is left blank, or shows as none on selection lists.
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War Graves
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Cultural Preference
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ROI Dimensions
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Return Depth
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Public Grave
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Premium Location & Description
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Temporary Memorial & Expiry
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Temporary Marker & Expiry
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Memorial Installed & Date
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Tenure Sticked Placed
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Floral Policy
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Memorialisation: Granite, Other, Plaque
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ROI Location Item
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Number of Positions
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Number of CR interments
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Interment Alert
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Location Alert
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Tracking Note Comment
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Text entry field
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Stored on tracking record generated for each cemetery location updated
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