Sometimes, a case may be delivered to a location managed by your company / funeral home, such as a refrigerated storage area or crematory. When a case has a status of Internal, that decedent or asset can be moved to a new location, or a new delivery request can be created with that case information.
To move an Internal decedent/asset to a new location, follow these steps:
- From the Dispatch screen, tap on the card for the Internal case you are moving. The expanded case information will appear on screen.
- Tap on the Move button.
- From the list of Internal Locations, tap on the location you wish to move the decedent/asset to.
- The boxes represent how many decedents/assets can be stored at a given location. You can still select a location even if it displays it is at max capacity.
- Tap on Complete Transfer to move the case.
To create a transfer to another location, follow these steps:
- From the Dispatch screen, tap on the card for the Internal case you are moving. The expanded case information will appear on screen.
- Tap on the Move button.
- Tap on External Transfer. You will be taken to the New Request screen. Most information should automatically populate based on the case information.
- The Pickup Location should default to the address the decedent/asset was last delivered to (e.g. if the case was last delivered to your funeral home, your funeral home will show as the Pickup Location).
- In the Delivery Location field, enter the new delivery address for the case.
- (Optional) If there are any other case details that need to be updated, you may do so now.
Tap on Save to save the new request. It will then become available to assign on the Dispatch screen.