Getting started with Whiteboards

What are Whiteboards?

A Whiteboard refers to a highly customizable Case Listing that resembles your funeral home's physical whiteboard.

Through color-coding, labeling, compact display, and more, you can quickly gain insights into your cases in a familiar view.

By setting up organization-wide rules, your Whiteboard will update in real-time.

 

Set up your Whiteboard

To begin, go to Settings.

 

From the sidebar, go to Cases > Whiteboards.

 

Color-coding rules

Create a rule that assigns color based on specific case data. Colors can be applied to an entire row or a single cell.

Under Conditional color-coding rules, click Add rule.

Use the following dropdowns to customize the rule based on your preferences.

 

First, select which case type is impacted by this rule. If this is not case type-specific, select All. 

 

In the Option and Condition dropdowns, select what criteria should trigger the color rule.

• Example: if you want to assign a color to all burial cases, select Disposition and Burial, respectively.

           

 

Under Applies to, indicate if this rule should color the entire case row or just the cell.

 

Then select the rule's color using the color picker.

Click on the rectangle, then choose a color using the presets or the slider tool.

If selecting via slider, click the Choose button to apply the color.

 

Once your rule is set up, click the check mark on the right to save.

 

Display rules

Create a rule that assigns a label or status icon to a cell under Conditional display rules.

 

Select which case type is impacted by this rule. If this is not case type-specific, select All. 

 

In the Option and Condition dropdowns, select what criteria should trigger the rule.

• Example 1: if you want to create an initials label for each director, select Funeral director and a director's name, respectively.

         

 

• Example 2: if you want an x to appear on cases missing client service type, select Client service type and Any unassigned, respectively.

       

 

Under Display as, select how you'd like the information to display: label with full text, initials, custom text, or a status icon.

• Example 1: if you want to create an initials label for each director, select Initials here.

• Example 2: if you want an x to appear on cases missing client service type, select Status icon.

 

Next, select the color of the label or icon using the color picker.

 

Finally, click the check to save this rule.

 

Edit or delete rules

Click the pencil icon next to a rule to make edits. To delete a rule, click the trash icon.

 

Prioritize rules

Sometimes, rules can overlap.

For example, if one rule colors burial cases, and another rule colors cases by branch, which color should be used on a burial case assigned to that branch?

Rules are prioritized from top to bottom in your list. In other words, your top rule will always win out over a conflicting rule below it.

Rearrange your rules by priority using the drag and drop arrows next to them. 

 

Rename columns

Update Case Listing column names to match your funeral home's whiteboard.

Under Column header display options, search for the column you want to rename.

 

Drag the column to the right section and type your preferred header name.

Repeat this for any column you want to rename, then click Save.

 

Need more information?

• Customize your Case Listing
• Filter cases
• Enable full-screen mode
  
  

Need help? Email us at support@passare.com or call 1-800-692-5111.