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

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(Created page with "= Utilities menu = = Add = = Remove = = Update =")
 
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= 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:
= Add =
*Burial Types
= Remove =
*: used when adding a burial on the Burial Tab. The usual types are:
= Update =
** Standard
** Adult
** child
** Cremation
** etc.
*Branch of Service Types
*: used when adding veteran information of a customer. usually:
**Amry
**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.
*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 os space whose status is set to "Restricted" there will be a dropdown 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.

Revision as of 16:04, 10 July 2017

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:

  • 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:
    • Amry
    • 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.
  • 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 os space whose status is set to "Restricted" there will be a dropdown 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.