Funeral Software User Manual - Policy|Administration|Software
Contents
1. This shows that the child is still being covered by the policy press TAB Inception Date Type the join date of this child NOTES If you want to add another child press the down arrow on your keyboard If you do not have more children or extended family to capture then press Save and Calculate Policy to finish Adding Extended Family Member This screen is for capturing people over the age of 21 a Capture New Member Ref No ABC123 Join Date 6 06 2010 Member No ABL123 Branch MIDRAND Member Spouse Children Extended First Hame Sumame ID Humber Date Birth Age Type Fremium Join Date Active A 0 mda 109 Extended BRONZE PLAN RO 01708 2010 E If you make a mistake and Capture a Child in this section ASK your Admin to thange Da the TYPE of this cild for you so that the child gets moved to the Children Section save and Calculate Policy First Name Type the name of the child then press TAB Surname Type the Surname of the child then press TAB ID Number Type the ID Number of the child and then press TAB AGE Check the age is Correct Type This is dependent press Tab Plan Select the Plan for this Extended family member Premium If the premium is Zero then the plan you have chosen does not cater for the age of your extended member Contact your admin and ask them to see why the plan you have selected does not have a premium for the extended member age join Date Type the join date of this child Active T2. lt Click here to find a member Modify Search Click on this button to see a list of policy holders Policy holder list screen 2 Zoom on Policy Holders Member umber Sumame First_ Marne ABC 25 DOMAN TELO NOAAG KWELA LUNGI SHIRLEY TEST TESTER MOKOLOBATI KUBHEKA Find the policy holder that you want to edit Then press Select to select that policy Click on the Modify Button to enter the Modify screen Removing Children Spouse or Extended Family from a Policy If the main member does not want to cover the Spouse or some children or some extended family members The process to follow is simple e Get main member to fill in the correct withdrawal form and authorize with a signature e Go into Modify Policy e Go into Spouse or Children or Extended member e On the person that the member wants to withdraw change this Active ri e To this Active e Then press Save and Calculate Policy button Core will then recalculate the premium minus the person who is now not active anymore Do Payment Go to the Main Menu and click on the DO Payment Button Payment Options Payment Type Select Please Policy Payment Policies Member List Premium RO 0 Something ls Wrong Please CHECK Policy Petty Cash Check Policy Cancel Select Please Select the Type of payment you want to make then press TAB Member List Click this button to see a list of policy holders Select your policy and
3. Core User Manual This guide will show you how to manage a policy and how to accept payments for a policy Starting Core VM Adobe Reader 7 0 io Default Programs Desktop Gadget Gallery Silas HP Connection Manager E Internet Explorer 64 bit Documents Internet Explorer El Windows DVD Maker Pictures Bea Windows Fax and Scan o Windows Media Center J Accessories Core Funeral Software START CORE HP WWAN Setup Imagistik Image Viewer Inno Setup 5 sca ela Default Programs Maintenance Music Computer Control Panel di amp Devices and Printers i Microsoft Office Help and Support Mozilla Firefox d Nero 7 Ultra Edition PageBreeze PrimoPDF il Back Search programs and files Click on the Windows Start Button Click ALL Programs Click Core Funeral Software Click START CORE Login CORE has 2 login screens Login ONE oP Logon CORE Business Management Sys Logon Parameters G M pone User ID Type the word CORE and press ENTER Password Type the word CORE and Press ENTER Login TWO User Name Login Register as NEW User Name Type your Allocated USER NAME and press TAB on your keyboard Password Type your Allocated PASSWORD and Click Login Button CORE Support Center Screen Terms of Using the CORE Software This screen shows you the Terms and Conditions and the user agreement Terms of using CORE explain the basic agreement between y
4. his shows that the child is still being covered by the policy press TAB NOTES If you want to add another extended member press the down arrow on your keyboard If you do not have more extended family to capture then press Save and Calculate Policy to finish Adding Member debit order details You can only use this screen if you selected the payment method of BDO in the member details screen i Capture New Member Ref No ABC123 Join Date 6 06 2010 Member No ABC12Z3 Branch MIDRAND Member Spouse Children Extended Banking Agents Beneficieries Remarks _ Bank Code STANDARD BANE S A Bank Branch ALIWAL NORTH X Account Type Anonunt Vie Fs Account Holder Debit Order Day Effective Date Internal Ref No O00 Save and Calculate Policy Bank Code Select the bank for this member Bank Branch Select the Bank Branch for this member Account Type Select the Account type for this member Account No Type the valid account number for this member Account Holder Type the Account holder name and surname Debit Order Day Choose the day that the member wants money taken from their account Effective date Choose the Date that the member wants the debit order to start Internal Ref No Type any specific ref number or leave blank Press the Save and Calculate Policy Button when you are finished Your Notes Modify Member Go to the Main Menu and click Modify Member button lt lt
5. ices Quotes and Lay byes and to manage Stock Funeral Manager Use this button to funerals Exports Manager Use this button to export data for your underwriter and accountant or for your statistics Fleet Manager Use this button to manage your fleet and monitor each vehicle HR Manager Use this button to manage your employees Leave Payroll and Attendance Note If any button that you want to use is not active communicate with your Admin and ask them to give you permissions to use that button Your Notes Add New Member Click on Add Member Button the Start New Member Screen will open as below i Start New Member Branch MIDRAND Date of Birth O1 AJan 15901 Hale Do you have ID Copy of Member ID Copres od Dependants ad ecooa0e009 oo _ Capture NEW Member Member Number Type the new member number and press TAB ID Number Type the 13 digit ID Number Branch Select the Branch where this member applied Date of Birth Check that the Date of birth is correct and matches the ID Number Do you have ID Copy of Member Choose yes if you have a copy of the ID of the member ID Copies of All Dependents Choose yes if you have all the copies of the children spouse and extended family and then press TAB Capture A NEW Member Click this button if all the information on screen is Correct This button only works if the Member number is typed in and the ID Number is Correct and the details are not dup
6. licates Add New Member Continued a Capture New Member Ref No ABC123 Join Date 2606720 0 Member No ABCIZ3 Branch MIDRAND Children Plan One Street Plan Two Surburb MIDRAND City VILLA AY Payment By 1 Cash Postal line 1 Persal Mo booo Passport fe Postal Line 3 Post Code Title har Single Communication Skis Save and Calculate Policy Join Date Type the Join Inception Date Day Month Year then press TAB Member Number Press TAB Branch Select The Branch the Member has applied at then press TAB Plan One Select the Plan Option for this Member and then press TAB Plan Two Select the Add On Plan if the member has chosen an add on plan then press TAB Payment By Select the payment Method and then press TAB Date of Birth Press TAB Persal No Type in the Persal Number or leave as empty then Press Tab Surname Type the Member Surname and then press TAB First Name Type the Member Name and press Tab Title Choose the Member Title and then press TAB Marital status Choose the Marital Status and then press TAB Street Type the Street name and number and then press TAB Suburb Type the Suburb Township and press TAB City Type the City and press TAB NOTES If the Residential Address is the same as the Postal Address choose YES Type the Cellular leave the first ZERO out type the Work Tel Type the Email and select the communication Adding Spouse If the Main Member is married you can add the s
7. our company and Boitumelo Corporate IT and the expectation of confidentiality support and assistance between our company and your company as a user of the CORE Funeral Software This screen shows you our contact details The screen also shows you the Internet speed test at the bottom If your speed test is over or close to 65 miliseconds then you must expect your CORE to respond a little bit slower because your internet connection is not very fast Click Agree button to continue to the CORE Main Menu CORE Main Menu Screen Part 1 HT PA PO A LCT aA Aa LA ir iL oy cl JIU YI i J Hir 4 ne oe a Ale ee at ae ae Cee Member Claim Debit Order Persal g Al Reports View Our Plans T Alnternal Use Sales Manager ORE to manage your HR and pay using it today it is there for you to explore The top part of the menu has some important details about your CORE It shows your Company Name Your License Type The Date your 30 day License will expire And it Shows the Version of CORE that you are using The CORE Main Menu screen has 20 buttons you can use If a button is NOT active e g like the Future Use Button Then you do not have access to use it your admin will have to give you a right to use it thereafter close and open CORE again to check if the Button you want to use is now active You can use your mouse to move and click on any button on the screen CORE Main Menu Part 2 as d ge i a re a a I eT eat rae
8. pouse details wi Capture New Member Ref No ABC123 Jon Date 26 06 2010 Member Ho ABC123 Branch MIDAAND Spouse Children Name Surname ID Number Active Join date 0170872010 Save and Calculate Policy Name Type the Spouse Name and then press TAB Surname Type the Spouse Surname and then press TAB ID Number Type the ID Number and then press TAB Active Leave as ticked and then press Tab Join Date Type the join inception date If you do not have children or Extended family to capture you can press Save and Calculate Policy to finish Adding Children This screen is for capturing children under the age of 21 amp Capture New Member Ref No ABC123 Join Date 26 06 2010 Member No ABC123 Branch MIDAAND Member Spouse Children First Hame Surmame I Number 4ge Gender Relation Active InceptionD ate DOMAN 0 30 Male Jeoendent 0106 2010 If you make a mistake and Capture a person over 21 in this section simply change the TYPE to s extended and then go to the extended Screen the child will move to that side automatically Save and Calculate Policy First Name Type the name of the child then press TAB Surname Type the Surname of the child then press TAB ID Number Type the ID Number of the child and then press TAB AGE Check the age is Correct Gender Check the Gender is Correct Relation Choose whether the child is a son daughter or cousin to the parents Type This is dependent press Tab Active
9. pt for the member Contact your Admin as soon as possible to cancel the transaction you made by mistake
10. ro a aye et ae meea a ee ie eee WE A DET A aa CORE Corporate Core Edition Expires 01 Aug 2010 VERSION 43 JP ie E i nae eS F _ en lt 5 oy a ee oe ne he ee wT ae ae one Fie z tke a Baa a ea fe a Wa ee E AR ie E r Se EE E Fi E Serre Creer eee ces ADDOLI GOMUMeEID ii AddMember Modify Member r Member Claim Debit Order Persal Add Member Use this button to add a new policy to your system Modify Member Use this button to edit the details of a policy that is already in the system Do Payment Use this button to accept a Policy Payment Society Payment Petty Cash or Invoice Payment Activate Suspend Use this Button to Activate a Policy or to Suspend a Policy Member Claim Use this Button to start a Policy Claim Debit Order Persal Use this Button to do Debit Order and Persal Processing Daily Bank Use this Button to do your Daily Cash Up Reports Use this Button to open a list of Possible Reports that you can process CORE Main Menu Part 3 Core Chat Use this button to open the chat screen and chat with your colleagues at all branches View Our Plans Use this button to SEE or to edit the Plan Schemes information Setup Menu Use this button to go to the setup menu and edit information like branches company details users and other settings Societies Manager Use this button to Add Modify and Manage societies and Group Schemes Sales Manager Use this button to do Invo
11. then press select Premium If the amount is ZERO you cannot continue you will have to click CHECK POLICY to check why the Premium is ZERO If the Premium is not ZERO you will be able to Continue Do PAY Press this button to continue making the payment This button only works if you have selected a member and the member is active and the member premium is not ZERO Do Pay Continued Amount Paid Month Payment Type remarks Payment By 207 0 05 28 Fib5 00 No Remarks CORE 2010 05 29 21 33 12 No Remarks 2010 05 31 10 37 43 No Remarks 2010706710 16 06 03 Ho Remarks 2010 06 11 11 53 26 No Remarks 2010 06 28 17 5412 Mo Remarks 2010 06 28 17 59 22 No Remarks Cancel This screen shows you a list of payments that this member has already made before To make a new payment click NEW Payment Payment Type Select 1 for Cash or 6 for joining fee or the other options then press TAB Amount Paid You cannot change this amount if the member is paying for 2 months then you make a payment for one month then print a receipt and then make another payment for another month and then print a receipt Month Select the Month the member is paying for then press TAB Year Select the year the member is paying for then press TAB Print Receipt Click this button to print a receipt and send sms if enabled If you capture and print a wrong receipt please keep the wrong receipt with you as proof and then make the correct payment and print a new recei
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