Vogsphere - Funeral Financial Management Solution (FFMS)

Copyright (c) 2013 Vogsphere (PTY) Ltd. Home Page: http://www.vogsphere.co.za Support: [email protected]

Company Profile

Funeral Financial Management Systems

FFMS

Screenshots

Vogsphere (PTY) Ltd

Registration No: 2012/02/74/07

Tel: 079 340 1754

Cell: 073 123 8839

[email protected] [email protected]


Login How to login on the system 1. On login screen enter user name and password then click Login button.

Then pop up message will display confirm whether you successfully login or user name or Password are incorrect.

How to setup connection to data base. 1. Go to main menu and select Tools. 2. Under Tools menu select SetupConnection.

3. When Login button click the screen below will display and enter required connection info. Then click Test Connect button to test and Connect.


4. If Test Connect button click pop up message will display to confirm whether connection succeed or not.

How to change password. 1. On login screen enter user name and password then go to File menu. Under File menu select New Password


2. Enter your new password as the screen below popped up. Then click Ok button

3. If Ok button click pop up message will display to confirm whether password successfully

changed or not.

Logoff How to logoff on the FFMS 1. Press Ctrl-E to exit. 2. Alternatively go to main menu and select Clients. 3. Under Clients menu select Logoff .

Maintain Data How to maintain data. (Only an administrator can perform this actions ) 1. Go to main menu and select Administration menu. 2. Under Administration menu select Maintain Data.


3. Under Maintain Data select any table you want Modify. • You can Insert new record. • You can Update existing record. • You can Delete record. • You can Search for specific record.

4. Table Gender is used as our example. Initially when table is selected all records in that table would be populated on the pop up screen.

Inserting a record, click Add button and extra row will be added to capture new record then


click Save button.

6. Then status message will display to confirm either record is successfully/unsuccessfully saved.

7. Updating a record, select record you want to update then click Update button. Click Save button after updating.


8. Then status message will display to confirm either record is successfully/unsuccessfully updated.

9. Delete a record, select record you want to delete then click Delete button. Click Save button after updating.

10. Pop up message will display to confirm that you want to delete a selected record.

11. Then status message will display to confirm either record is successfully/unsuccessfully deleted.


12. Search for specific record, enter id number then click Search icon.

13. The search item will be highlighted if found and status message display to confirm.


Other tables are: 1. Marriage 2. Occupation 3. Marital Status 4. Member Income 5. Member 6. Member Bank Account 7. Contribution 8. Member Policy 9. Method of Contribution 10. Policy 11. Claim Status 12. Package Option 13. Premium 14. Address 15. Suburb 16. Town 17. Province 18. Country 19. Source of Income 20. Language 21. Life State 22. Extended Member 23. Extended Member Policy 24. Extended Member Type 25. User 26. Role 27. User Role


Blank Application Form Printing blank application form 1. Go to main menu and select Clients. 2. Under Clients menu select Application Form.

3. Then select Print button on displayed screen.

Create New Client Form Creating new clients 1. Go to main menu and select Clients. 2. Under Client menu select Create New Client.

3. Fill in all required client info then click next button to go to Address Tab.


4. On Address Tab fill in client address then click Next button to go to Dependant's Details Tab or Previous button to go back to Client Info Tab.

5. On Dependant's Details Tab fill in client dependant's info then click Next button to go to Payment Tab or Previous button to go back to Address Tab.

6. On Payment Tab fill in client payments details then click Next button to go to Summary Tab or Previous button to go back to Dependant's Details Tab.


7. Summary Tab displayed all client information that is entered on previous tabs. Click Submit button to save client info or Previous button to go back to Payment Tab

8. When Submit button is clicked confirmation message will pop up to state whether client is successfully/unsuccessfully created.

Find Client Form Finding and updating existing clients 1. Go to main menu and select Clients. 2. Under Client menu select Find Existing Client.


3. Enter client ID number

If client ID not found pop up message will display!!!!

4. Else Client Info Tab display with populated info for that client, you can update or click next

button to go to Address Tab.


5. On Address Tab you can update client address, click Next button to go to Dependant's Details Tab or Previous button to go back to Client Info Tab.

6. On Dependant's Details Tab you can update client dependant's info or click Next button to go to Payment Tab or Previous button to go back to Address Tab.

7. On Payment Tab you can update client payments details or click Next button to go to Summary Tab or Previous button to go back to Dependant's Details Tab.


8. Summary Tab displayed all client information that is updated on previous tabs. Click Update

button to save client info or Previous button to go back to Payment Tab

9. When Update button is clicked confirmation message will pop up to state whether client is successfully/unsuccessfully updated.


Claim Capturing How to make a claim

Capture payment


Monthly premium statement


Total premium statement


Claims Reports


Maintain letterhead Address


Database backup

Vogsphere - Funeral Financial Management Solution (FFMS)

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