Difference between revisions of "Dropdown options (formerly constants)"

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[[File:Constants.PNG|550px|thumb|right|Utilities Menu]]There are 12 major sets of "constants" used through out CIMS.  This are options that appear in the dropdowns (select boxes) used when entering customer, ownership, burial, deed, etc. information.  The options are editable and customization to your cemetery by you.  To access the 'Constants' click on the "Utilities" menu item in the top navigation bar. then click on the Constants you want to edit.  The constants that are available are:
[[File:Constants.PNG|550px|thumb|right|Utilities Menu]]There are 13 major sets of "constants" used through out CIMS.  These are options that appear in the dropdowns (select boxes) used when entering customer, ownership, burial, deed, etc. information.  The options are editable and customization to your cemetery by you.  To access the 'Constants' click on the "Utilities" menu item in the top navigation bar. then click on the Constants you want to edit.  The constants that are available are:
*Burial Types
*Burial Types
*: used when adding a burial on the Burial Tab. The usual types are:
*: Used when adding a burial on the Burial Tab. The usual types are:
** Standard
** Standard
** Adult
** Adult
** child
** Child
** Cremation
** Cremation
** etc.
** etc.
*Branch of Service Types
*Branch of Service Types
*: used when adding veteran information of a customer. usually:
*: Used when adding veteran information of a customer. usually:
**Amry
**Army
**Navy
**Navy
**Air Force
**Air Force
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**Cost Guard
**Cost Guard
*Care Funds
*Care Funds
*: these are the options chosen on the Car Fund Tab. These are complete custom to each cemetery and there are no usual types, but they mostly involve items such as upkeep and flowers.
*: These are the options chosen on the Car Fund Tab. These are complete custom to each cemetery and there are no usual types, but they mostly involve items such as upkeep and flowers.
*Funeral Homes
*Funeral Homes
*: When entering/editing a burial you can select the Funeral Home form this list.  Each Cemetery's list will be unique.
*: When entering/editing a burial you can select the Funeral Home form this list.  Each Cemetery's list will be unique.
*Map Feature Types
*: Chosen when entering/editing a feature on your map.
*Marker Types
*Marker Types
*: Chosen when entering/editing a marker for space.  The list will be unique to each Cemetery
*: Chosen when entering/editing a marker for space.  The list will be unique to each Cemetery
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*Relationship Types
*Relationship Types
*: Relationship types are used when entering a burial for the relationship of the interred to the Owner, and also on the Contacts tab of the Customer Information screen to show the relationship of the contact to the customer.  Standard lists includes:
*: Relationship types are used when entering a burial for the relationship of the interred to the Owner, and also on the Contacts tab of the Customer Information screen to show the relationship of the contact to the customer.  Standard lists includes:
** self
** Self
** Mother
** Mother
** Father
** Father
**brother
**Brother
**sister
**Sister
**Aunt
**Aunt
**uncle
**Uncle
**Grand parent
**Grand parent
** etc.; add as many relationship types as your cemetery needs
** etc.; add as many relationship types as your cemetery needs
*Restricted Types
*Restricted Types
*: On the ownership tab os space whose status is set to "Restricted" there will be a dropdown with this constants options.  Typical options are:
*: On the ownership tab for a space whose status is set to "Restricted" there will be a drop down with this constants options.  Typical options are:
**Tree in space
**Tree in space
**Waterline
**Waterline

Revision as of 19:23, 10 March 2020

File:Constants.PNG
Utilities Menu

There are 13 major sets of "constants" used through out CIMS. These are options that appear in the dropdowns (select boxes) used when entering customer, ownership, burial, deed, etc. information. The options are editable and customization to your cemetery by you. To access the 'Constants' click on the "Utilities" menu item in the top navigation bar. then click on the Constants you want to edit. The constants that are available are:

  • Burial Types
    Used when adding a burial on the Burial Tab. The usual types are:
    • Standard
    • Adult
    • Child
    • Cremation
    • etc.
  • Branch of Service Types
    Used when adding veteran information of a customer. usually:
    • Army
    • Navy
    • Air Force
    • Marines
    • Cost Guard
  • Care Funds
    These are the options chosen on the Car Fund Tab. These are complete custom to each cemetery and there are no usual types, but they mostly involve items such as upkeep and flowers.
  • Funeral Homes
    When entering/editing a burial you can select the Funeral Home form this list. Each Cemetery's list will be unique.
  • Map Feature Types
    Chosen when entering/editing a feature on your map.
  • Marker Types
    Chosen when entering/editing a marker for space. The list will be unique to each Cemetery
  • Marker Vendors
    The list of Marker Vendors also chosen on the Markers tab for a space.
  • Relationship Types
    Relationship types are used when entering a burial for the relationship of the interred to the Owner, and also on the Contacts tab of the Customer Information screen to show the relationship of the contact to the customer. Standard lists includes:
    • Self
    • Mother
    • Father
    • Brother
    • Sister
    • Aunt
    • Uncle
    • Grand parent
    • etc.; add as many relationship types as your cemetery needs
  • Restricted Types
    On the ownership tab for a space whose status is set to "Restricted" there will be a drop down with this constants options. Typical options are:
    • Tree in space
    • Waterline
    • Insufficient Space
    • etc.
  • Space Types
    A required field for each space is the "Space Type", This is used in several reports and therefore very important that it have a value. The typical options for this constant are:
    • Ground Space
    • Crypt
    • Mausoleum
    • Cremation
  • Vault types
    While not required it is useful to have for reporting, accounting and organization. These types usually include but are not limited to:
    • Concrete
    • wood
    • metal
    • green
    • etc.
  • Vault Vendors
    and if you are listing the vault types might as well have the vendor for those types as well. These will be unique to each Cemetery
  • War Types
    This is the list of options to choose from when entering Veteran Information. This can be very useful for Memorial Days and help veteran groups determine what type of decoration should be used.


File:ConstantsEditing.PNG
Editing Constants

Editing

To add/edit/delete a Constant, click on the Constant you want to edit form the Utilities menu and you will be brought to the "Constants Editing Page".

To add a new constant:

  1. fill out the "Name"(required)
  2. fill out the "Remark"(not required)
  3. click the green "Add Item" button.

To edit an existing constantL

  1. click the blue "Edit" button to the right of the constant you want to edit
  2. update the Name and Remarks Field
  3. click the green "Save" button

To delete a constant: (WARNING: when deleting a constant you need to make sure that it is not in use/or set anywhere in your cemetery)

  1. click the blue "Edit" button to the right of the constant you want to edit
  2. click the red "Remove" button