Setting Up A Process Document For Keeping Cemetery Records
Cemify has a flexible system architecture, allowing you to modify your fields and system layout depending on the preferences and unique needs of your cemetery. As such, it's very important that you establish a descriptive process document (tailored to your cemetery) to ensure that records are kept accurately moving forward. The goal of the process document should be to outline step by step procedures for key cemetery record-keeping tasks.
Key Procedures To Document
In general, these are the most common tasks that are helpful to have documented:
1. Recording of sales of new plots.
2. Recording of burials in already sold plots.
3. Searching for plot locations and information.
Process Document Starter Template
To get started with your process document, download the following template and modify as necessary for your cemetery:
Download Cemify Process Document Word Doc Starter Template
What To Do With Process Document
Your process document should be saved and provided to any person or person(s) responsible for keeping your records.