Setup

Company 

• Set up next invoice no. 

• Set up next receipt no 

• Amend company name, address and contact details 

Location 

• Add a new Section 

• Amend a Section Name 

• Amend Contact Numbers and Email Address for a Location 

• Amend the Postal Address for a Location 

• Amend Staff Names and Job Titles for a  Location 

• Switch Main(Office) Details To A Different Location 

Music 

• Add a new Title, Composer or Artist 

• Amend a Music Title 

• Add a new Music Title from a Booking 

• Amend a Music entry on a Booking 

Register 

• To set the last register number for cremations/burials 

• Set Up A Grave Grant Register for a Single Cemetery  

• Set Up A Grave Grant Register shared over 2 or more cemeteries  

Resources 

• Set up a Memorial Resource Group 

• Set up a Miscellaneous Resource Group 

• Set up a new Type of Memorial  

• Set up a new Miscellaneous Item 

• Set up a new type of Grave 

• Set up a new type of Service 

• Set up Medical Inspectors  

• Set up Medical Referee Payment 

• Set up Miscellaneous Booking Notes 

• Setup Organist Payment 

• Rename a Day Type 

Company 

• Set up next invoice no. 

• Set up next receipt no. 

• Amend company name, address and contact details 

Select Setup from the Outlook bar on the left hand side 

Select Company from the expanded selection 

The Company screen will be displayed with the Company tab displayed 

Click on the Edit Pencil 

The screen will display in Edit mode 

Make changes and hit the Save button 

Select Setup from the Outlook bar on the left hand side 

Select Company from the expanded selection 

The Company screen will be displayed 

Select the Financial information tab 

Click on the Edit Pencil 

The screen will display in Edit mode 

Enter the number that you wish BACASNG to allocate for the next invoice in the Next Invoice Number field   

Click on the Save button  

Select Setup from the Outlook bar on the left hand side 

Select Company from the expanded selection 

The Company screen will be displayed 

Select the Financial information tab 

Click on the Edit Pencil 

The screen will display in Edit mode 

Enter the number that you wish BACASNG to allocate for the next receipt in the Next Receipt Number field  

Click on the Save button  

Location 

• Add a new Section for a Location  

• Amend Contact Numbers and Email Address for a Location 

• Amend the Postal Address for a Location 

• Amend a Section Name 

• Amend Staff Names and Job Titles for a  Location 

• Switch Main(Office) Details To A Different Location 

1. Select Setup from the Outlook bar on the left hand side. 
2. Select Location from the expanded selection. 

The Locations screen will be displayed. 

1. Select the Location which holds the section you wish to add  
2. Use the scroll bar (if necessary) to check that the section has not already been added in BACAS 
3. Once satisfied that the section has not already been added, click on the  bottom New button  

The Sub Locations window will open:  

1. Enter the section name in Top Description 
2. Click on the Save button 

1. Select Setup from the Outlook bar on the left hand side. 
2. Select Location from the expanded selection. 

The Locations screen will be displayed. 

1. Select the Location whose details you wish to amend   
2. Click on the Pointing Finger  

The Main Location window will open:  

NOTE: 

The location given under the Main Details button holds the address, phone numbers, email address and staff details for the administrative staff.   

The location given under Local Details holds the address, phone numbers and staff members involved with the daily operation of the location  

In some cases Main Details and Local details will be the same. (For example: In the case of a crematorium where the office is on the same site as the chapel and cremator; or for example: a cemetery which has an office in the grounds) This is the case in the image below.  

In some cases Main Details and Local details will be different. (In the case of a cemetery that doesn’t have an office in the grounds the Main Details will hold the address of the office where cemetery administration is carried out and the Local Details will hold the actual address of the cemetery and the names of the cemetery manager and operatives.  

If Main Details and Local Details are the same:  any changes made to Main details will be automatically updated in Local Details and any changes made to Local Details will be automatically updated in Main Details (as in the example below) 

If Main Details and Local Details are different: any changes made to Main details will not be updated in Local Details and any changes made to Local Details will not be updated in Main Details  

1. Click on the Edit pencil 

1. Click on the Main Details button or  Local Details button  

The Location Details screen will open:  

1. Click on the Edit pencil  
2. Click on the Numbers tab 

1. Amend the telephone numbers/fax number/email address as appropriate 
2. Click on Save 

1. Select Setup from the Outlook bar on the left hand side. 
2. Select Location from the expanded selection. 

The Locations screen will be displayed. 

1. Select the Location whose details you wish to amend   
2. Click on the Pointing Finger  

The Main Location window will open:  

NOTE: 

The location given under the Main Details button holds the address, phone numbers, email address and staff details for the administrative staff.   

The location given under Local Details holds the address, phone numbers and staff members involved with the daily operation of the location  

In some cases Main Details and Local details will be the same. (For example: In the case of a crematorium where the office is on the same site as the chapel and cremator; or for example: a cemetery which has an office in the grounds) This is the case in the image below.  

In some cases Main Details and Local details will be different. (In the case of a cemetery that doesn’t have an office in the grounds the Main Details will hold the address of the office where cemetery administration is carried out and the Local Details will hold the actual address of the cemetery and the names of the cemetery manager and operatives.  

 If Main Details and Local Details are the same:  any changes made to Main details will be automatically updated in Local Details and any changes made to Local Details will be automatically updated in Main Details (as in the example below) 

If Main Details and Local Details are the different: any changes made to Main details will not be updated in Local Details and any changes made to Local Details will not be   updated in Main Details  

1. Click on the Edit pencil 

Click on the Main Details button or  Local Details button  

The Location Details screen will open:  

1. Click on the Edit pencil  

1. Amend postal address as  appropriate 
2. Click on Save 

1. Select Setup from the Outlook bar on the left hand side. 
2. Select Location from the expanded selection. 

The Locations screen will be displayed. 

1. Select the Location which holds the section you wish to amend 
2. Select the Section you wish to amend 
3. Click on the  bottom Pointing Finger button  

The Sub Locations window will open:  

1. Click on the Edit Pencil 

1. Amend the section name as required. 
2. Click on the Save button 

1. Select Setup from the Outlook bar on the left hand side. 
2. Select Location from the expanded selection. 

The Locations screen will be displayed. 

1. Select the Location which holds the section you wish to amend 
2. Click on the Pointing Finger button  

NOTE: 

The location given under the Main Details button holds the address, phone numbers, email address and staff details for the administrative staff.   

The location given under Local Details holds the address, phone numbers and staff members involved with the daily operation of the location  

In some cases Main Details and Local details will be the same. (For example: In the case of a crematorium where the office is on the same site as the chapel and cremator; or for example: a cemetery which has an office in the grounds) This is the case in the image below.  

In some cases Main Details and Local details will be different. (In the case of a cemetery that doesn’t have an office in the grounds the Main Details will hold the address of the office where cemetery administration is carried out and the Local Details will hold the actual address of the cemetery and the names of the cemetery manager and operatives.  

 If Main Details and Local Details are the same:  any changes made to Main details will be automatically updated in Local Details and any changes made to Local Details will be automatically updated in Main Details (as in the example below) 

If Main Details and Local Details are the different: any changes made to Main details will not be updated in Local Details and any changes made to Local Details will not be   updated in Main Details  

1. Click on the Edit pencil 

1. Click on the Main Details button or  Local Details button  

The Location Details screen will open:  

1. Click on the Edit pencil  
2. Click on the Names tab 

1. Amend the names and titles of staff as appropriate 
2. Click on Save 

1. Select Setup from the Outlook bar on the left hand side. 
2. Select Location from the expanded selection. 

The Locations screen will be displayed. 

1. Select the Location which holds the section you wish to amend 
2. Click on the Pointing Finger button  

The Main Location window will open:  

NOTE: 

The location set under the Main Details button determines the address, phone numbers, email address and staff details for the administrative staff.   

The location set under Local Details determines the address, phone numbers and staff members involved with the day to day operation of the location  

In some cases Main Details and Local details will need to be different. (For example In the case of a cemetery that doesn’t have an office in the grounds the Main Details will hold the address of the office where cemetery administration is carried out and the Local Details will hold the actual address of the cemetery and the names of the cemetery manager and operatives.  

To set Main Details to a different location  

1. Click on the Edit pencil 

1. Click on the Main Details button 

The Location Details screen will open:  

1. Select the Location you wish to set the Main(office) Details to 
2. Click on the Pointing Finger 

You will be returned to the Main Locations screen 

You will see the new Location set up under the Main Details button  

1. Click on Save 

Music 

• Add a new Title, Composer or Artist 

• Amend a Music Title 

• Add a new Music Title from a Booking 

• Amend a Music entry on a Booking 

• Add a new music title from SETUP 

NOTE:  It is helpful to organise music titles according to Artist or Composer. 

This makes selection of the music for the service easier.  

Follow the notes below if you wish to add a new composer or artist.    

(A new composer can also be added from the Music tab of the booking) 

1. Select Setup from the Outlook bar on the left hand side. 
2. Select Music from the expanded selection. 

1. The Media screen will be displayed. 
2. Click on the New button  

1. Select the Category from the Category selection list  
2. Type in the name of the Artist or Composer in the Artist/Composer field  
3. Type in a title for that Artist or Composer in the Title field  
4. Click on Save  

1. Your entry will now appear on the left hand side of the screen  
2. Click on Save to confirm this entry 
3. Repeat the previous step to add another  new title or composer  OR 
4. Click on the Close button to return to the main screen.   

NOTE: These pages are applicable to a Cremation, Burial or Scattering booking. Follow these notes if you adding to the music list and you wish to use a music title that isn’t already in the Music Library: 

1. Select Diary from the Outlook bar on the left hand side. 
2. Select Show Diary from the expanded selection. 

1. The Appointment Diary screen will be displayed. 
2. Select the correct Diary for the booking 
3. Select  the Date of the booking   
4. All bookings for that diary page for that date will be displayed  
5. Double click on the time of the booking in question  

The booking will open on the Initial Info tab 

NOTE: The names and position of the other tabs in the picture below may vary from what you can see on your screen depending on whether you are amending a cremation, burial or scattering – don’t worry about this.  

1. Click on the Music Tab  
2. Click on the Edit pencil  

1. The Music for the booking will be displayed. 
2. Select the Event from the Event selection list (Events can be added in any order and the music list will always display in the correct order of service). 
3. Select the type of media from the Type drop down selection list. 
4. Enter any comments required in the Comments field. 
5. Select the appropriate Category for the new music title from Category drop down selection list. 
6. Select the appropriate Artist for the new music title  from Composer  drop down selection list.
7. Type in the new music title.
8. Tick Add to Library.
9. Click on Add Music  

1. The Event will be added to the music list displayed in the bottom half of the screen and the new music title will be added to the Music Library for selection the next time it is requested.  
2. Click on the Save button 
3. Click on the Exit button to leave the booking and return to the diary page  

NOTE: These pages are applicable to a Cremation, Burial or Scattering booking.  

1. elect Diary from the Outlook bar on the left hand side.
2. Select Show Diary from the expanded selection. 

1. The Appointment Diary screen will be displayed. 
2. Select the correct Diary for the booking 
3. Select  the Date of the booking   
4. All bookings for that diary page for that date will be displayed  
5. Double click on the time of the booking in question  

1. The booking will open on the Initial Info tab 
2. NOTE: The names and position of the other tabs in the picture below may vary from what you can see on your screen depending on whether you are amending a cremation, burial or scattering – don’t worry about this.  
3. Click on the Music Tab  
4. Click on the Edit pencil  

1. The Music for the booking will be displayed. 
2. The simplest way to amend a music entry is add a correct entry first and then delete the incorrect entry as follows: 
3. Click on the Music event that you wish to correct 
4. The incorrect details of the entry will be displayed in the Event Type and Comments fields in the top half of the screen 

1. Correct the appropriate field(s) 
2. Click on Add Entry to add the corrected Music Event 

1. The corrected Event will be added to the music list displayed in the bottom half of the screen.  
2. Click on the incorrect entry to select it 
3. Click on Delete Music  
4. The incorrect Event will be removed from the music list displayed in the bottom half of the screen.  
5. Click on the Save button 
6. Click on the Exit button to leave the booking and return to the diary page 

1. Select Setup from the Outlook bar on the left hand side. 
2. Select Music from the expanded selection. 

1. The Media screen will be displayed. 
2. Select the Category for the Music title 
3. Select the Artist/Composer for the Music title  

1. A list of the music titles for that category and artist will be displayed  
2. Select the music title to be amend  
3. Click on the edit pencil  field 

1. Click into the title field on the right hand side and amend it  
2. Click on Save  

1. Your amendment will now appear on the left hand side of the screen  
2. Repeat the previous 2 steps to amend another title for this artist   OR 
3. Click on the Close button to return to the main screen.   

NOTE:  A new title can also be added from the Music tab of the booking 

Select Setup from the Outlook bar on the left hand side. 

Select Music from the expanded selection 

The Media screen will be displayed 

Click on the New button 

Select the Category from the Category selection list  

Select the Composer or Artist from the Artist or Composer selection list.  If the artist or composer does not appear on the selection list Type in the name of the composer/artist. 

Type in a title for that Artist or Composer in the Title field  

Click on Save  

Your entry will now appear on the left hand side of the screen  

Click on Save to confirm this entry  

Repeat the previous 2 steps to add another  new title or composer  or 

Click on the Close button to return to the main screen. 

Register 

• To set the last register number for cremations/burials 

• Set Up A Grave Grant Register for a Single Cemetery  

• Set Up A Grave Grant Register shared over 2 or more cemeteries  

Select Setup from the Outlook bar on the left hand side 

Select Register from the expanded selection 

The Select Register and Groups screen will be displayed 

Select the Diary from the list under  Register Groups heading 

Click on the top Finger 

The Register Group window will open  

Make a note of Last Allocation Date recorded by BACASNG for this diary 

Click on the Close Button 

You will be returned to the Select Register and Groups screen  

Ensure the correct  Diary is still selected  from the list under the Register Groups heading 

Select the correct Register under the Registers heading  

Click on the bottom Finger  

The register window will open 

Click on the Edit Pencil. 

Amend Last Number to reflect the last burial or cremation number in the diary for the date noted in step 5. (If you are unsure refer to paper register or go to the diary page for the date noted in step 5 and double click on the time for the last appointment to check the correct register number).

Click on Save Button  

Click on Close Button  

Select Setup from the Outlook bar on the left hand side. 

1. Select Register from the expanded selection. 

The Select Register and Groups screen will be displayed. 

1. Select the Cemetery from the list under  Register Groups heading 

The list of registers set up for this group will be displayed in the lower panel.  

1. If there isn’t a Grave Grant register already set up click on the bottom  New button  

The Register screen will open  

1. Select Grave Grant as type from the drop–down selection list  
2. Enter the description Grave Grant Register  
3. Set the Last Number at a value of 1 less than the next grant number you want to issue for this cemetery (For example if the next grant you issue will be 50 then set last number as 49)  
4. Set the First Number at a value of 1 higher than the Last number  
5. Click on Save 
6. Click on Exit  

1. Select Setup from the Outlook bar on the Left hand side of the screen 
2. Click on Location 

1. Click on the Cemetery name under Main Location  

1. Click on the Pointing finger to select the cemetery. 

The Main Location Screen will open  

1. Click on the Pencil  

1. Change Grant Register to reflect the cemetery name  
2. Click on Save 
3. Click on the Exit button  

The grant register for this cemetery is now set up  

NOTE 1: Follow these notes if you have more than one cemetery and they are to share the same register.  

NOTE 2: Only one cemetery (the “main” cemetery) will have a register set up by this.  The second and any subsequent cemeteries must be pointed to the “main” cemetery grant register.  

1. Select Setup from the Outlook bar on the left hand side. 
2. Select Register from the expanded selection. 

The Select Register and Groups screen will be displayed. 

1. Select the “main”  Cemetery from the list under  Register Groups heading 

The list of registers set up for this group will be displayed in the lower panel.  

1. If there isn’t a Grave Grant register already set up click on the bottom  New button  

The Register screen will open  

1. Select Grave Grant as type from the drop–down selection list  
2. Enter the description Grave Grant Register  
3. Set the Last Number at a value of 1 less than the next grant number you want to issue. (For example if the next grant you issue will be numbered 50 then set last number as 49)  
4. Set the First Number at a value of 1 higher than the Last number  
5. Click on Save
6. Click on Exit  

1. Select Setup from the Outlook bar on the Left hand side of the screen 
2. Click on Location 
3. Click on the “main” Cemetery name under Main Location  
4. Click on the Pointing finger to select the  “main” cemetery  

The Main Location Screen will open  

1. Click on the Pencil  

1. Change Grant Register to reflect the “main” cemetery name  
2. Click on Save 
3. Click on the Exit button 

The grant register for the “main” cemetery is now set up. Follow the steps below to point the second and any subsequent cemeteries to the “main” cemetery grant register.  

1. Select Setup from the Outlook bar on the Left hand side of the screen
2. Click on Location 
3. Click on the “second” Cemetery name under Main Location  
4. Click on the Pointing finger to select to select the  “second” cemetery  

The Main Location screen for the “second” cemetery will open 

1. Click on the Pencil 

1. Change Grant Register to reflect the “main” cemetery name 
2. Click on Save 
3. Click on Exit
4. Repeat the previous steps for any subsequent cemeteries that are to share the grant register.  

Resources 

• Add A Frequent Value to a Category 

• Rename a Day Type 

• Set Up A Category 

• Set up a Memorial Resource Group 

• Set up a Miscellaneous Resource Group 

• Set up a new Miscellaneous Item 

• Set up a new Type of Memorial  

• Set up a new type of Grave 

• Set up a new type of Service 

• Set up Medical Inspectors  

• Set up Medical Referee Payment 

• Set up Miscellaneous Booking Notes 

• Setup Organist Payment 

NOTE: Categories can be set up to record additional information under the miscellaneous tab of a booking. For example, a donation category will allow you record the charity that will benefit from a collection at the service.  

Select SetUp from the Outlook bar on the left hand side. 

Select Resources from the expanded selection. 

The Resource Selection screen will be displayed. This will list all existing resource groups. 

Check that the category you wish to use doesn’t already exist in the Resource Group list. 

Click on the New Resource Group button 

The Edit Resource Group window will be displayed. 

Enter a name for the category as the description.  

Select Category as the Type of Group  

Click on Save  

The new category will be highlighted under Resource Group 

You can now enter some frequent values for the category you have just created.  For example for a Donations category you may wish to add the most popular Charites:  

Click on the New Resource button  

The Edit Resource Screen will open  

Enter a frequent value in the Description field.  

Click on Save 

Repeat the previous step to add more Frequent values if desired 

Click on the Exit button 

Select SetUp from the Outlook bar on the left hand side. 

1. Select Resources from the expanded selection. 

The Resource Selection screen will be displayed. This will list all existing resource groups.   

1. Use the  Resource Group scroll bar to search for the Resource  Group Day Types 
2.  Click on the Resource Group Day Types to select it  

1. From the Resources list, click on the Day type you wish to rename to highlight it  
2. Click on the Pointing Finger  

The Edit Resource Screen will open  

1. Click on the Edit button 

1. Enter the new name for the Day type in the Description field 
2. Click on Save 
3. Click on Close 

NOTE: Categories can be set up to record additional information under the miscellaneous tab of a booking. For example, a donation category will allow you record the charity that will benefit from a collection at the service.  

Select SetUp from the Outlook bar on the left hand side. 

Select Resources from the expanded selection. 

The Resource Selection screen will be displayed. This will list all existing resource groups. 

Check that the category you wish to use doesn’t already exist in the Resource Group list. 

Click on the New Resource Group button  

The Edit Resource Group window will be displayed. 

Enter a name for the category as the description.  

Select Category as the Type of Group  

Click on Save  

The new category will be highlighted under Resource Group 

You can now enter some frequent values for the category you have just created.  For example for a Donations category you may wish to add the most popular Charites:  

Click on the New Resource button  

The Edit Resource Screen will open  

Enter a frequent value in the Description field.  

Click on Save 

Repeat the previous step to add more frequent values for the category if desired 

Click on the Exit button  

1. Select SetUp from the Outlook bar on the left hand side. 
2. Select Resources from the expanded selection. 
3. The Resource Selection screen will be displayed. (This will list all existing resource groups.) 

Click on the New Resource Group button  

The Edit Resource Group window will be displayed. 

1. Enter a description for the new Memorial Resource Group  
2. Select Memorial as the Type of Group Type in a description of the fee you are adding in the Description field 
3. Click on Save  

1. Click on the Close button 

NOTE: If you have many different types of memorials, it is a good idea to organise these in memorial resource groups for reporting purposes.  For example different types of memorial plates: single and double tree, rose and conifer plates might be held in a resource group named “Shrub, Tree and Conifer Plates”.  

1. Select SetUp from the Outlook bar on the left hand side. 
2. Select Resources from the expanded selection. 

1. The Resource Selection screen will be displayed. (This will list all existing resource groups.) 
2. Click on the New Resource Group button  

The Edit Resource Group window will be displayed. 

1. Enter a description for the new Memorial Resource Group  
2. Select Miscellaneous as the Type of Group Type in a description of the fee you are adding in the Description field 
3. Click on Save  

Click on the Close button 

NOTE: A miscellaneous item can be set up in BACAS to be used in addition to the regular booking fees and can be added to a booking as needed 

1. Select SetUp from the Outlook bar on the left hand side. 
2. Select Resources from the expanded selection. 

The Resource Selection screen will be displayed. This will list all existing resource groups.   

Use the Resource Groups scroll bar to search for the logical miscellaneous Resource group in which to set up your new miscellaneous item. 

1. Click on the Miscellaneous Resource Group to select it (* if a logical resource group for the new type of miscellaneous item  doesn’t exist then you will need to create this first: Set up A New Miscellaneous Resource Group) 

Click on the New Resource Button 

The Edit Resource Screen will open  

1. Enter a description  for the new miscellaneous item  
2. Click on Save 
3. Click on Close 

nb: Follow this link if you wish to setup a charge associated with this miscellaneous item Set up A Miscellaneous Charge 

Select Setup from the Outlook bar on the left hand side. 

Select Resources from the expanded selection. 

The Resource Selection screen will be displayed. This will list all existing resource groups.   

Use the top scroll bar to search for the Resource Group named Grave Containers  (or similar) 

Click on the Resource Group Grave Containers (or similar) to select it  

If you have selected the correct resource group the type of group will display as: Container Type (see green box ) 

A list of Grave Containers will be displayed under Resources. 

Use the bottom scroll bar to check that the grave container doesn’t already exist.  

Then click on the bottom New button  

The Edit Resource Screen will open: 

Enter the description of the new grave container in the Description field 

Select Increment Coffins in the Increment Count if you wish remains buried in this container to be counted as a full burial.  

Select Increment Ashes in the Increment Count if you wish remains buried in this container to be counted as an ashes burial. 

Click on Save button  

1. Select SetUp from the Outlook bar on the left hand side. 
2. Select Resources from the expanded selection. 

1. The Resource Selection screen will be displayed. This will list all existing resource groups.  

1. Use the  Resource Group scroll bar to search for the logical memorial group for your new type of memorial  
2. Click on the Memorial Resource Group to select it (* if a logical resource group for the new typeof memorial doesn’t exist then you will need to create this first: Create A New Memorial Resource Group) 
3. Click on the New Resource Button  

1. The Edit Resource Screen will open  
2. Enter a description  for the new type of memorial  
3. If the memorial is renewable, enter the renewal period in months (In the example below the renewal period is five years hence 60 months) 
4. If you would like this type of memorial to be included in risk assessment then tick Extract to Palm 
5. Click on Save 
6. Click on Close 

1. Select SetUp from the Outlook bar on the left hand side. 
2. Select Resources from the expanded selection. 

The Resource Selection screen will be displayed. This will list all existing resource groups 

1. Use the  scroll bar to search for the Resource Group Graves (this could also have the name Types of graves; Grave Types or similar) 

1. Click on the Resource Group Graves to select it  
2. Click on the Pointing Finger 

The Edit Resource Group Screen will open  

1. Check that the type of Group is Grave  
2. Click on Close button  

1. Click on the New Resource Button 

The Edit Resource Screen will open  

1. Enter a description  for the new type of grave 
2. Enter Grave length; Grave Width and Grave Depth for this grave type 
3. Enter the maximum number of coffins and the maximum sets of ashes to be interred in this grave type 
4. Enter the grant period for this grave type in months (in the example below the EROB period is 50 years.  If this type of grave is to be purchased in perpetuity then leave Grant Period blank  
5. Click on Save 
6. Click on Close 

NOTE: You may wish to add a new service type to BACAS because you wish to charge a different amount from the standard service charge or because you want to differentiate between service types for reporting purposes. In the example below a Sunday Burial service is created in addition to the standard Burial Service and Saturday Burial service 

1. Select SetUp from the Outlook bar on the left hand side. 
2. Select Resources from the expanded selection. 

The Resource Selection screen will be displayed. This will list all existing resource groups. 

1. Use the  Resource Group scroll bar to search for the logical resource group for your new type of service 

1. Click on the  Resource Group to select it  
2. Click on the New Facilities Button  

The Edit Facility Screen will open  

1. Enter a Description  for the new type of Service 
2. Select Publishing as the Publishing Type 
3. Click on Save 
4. Click on  Close  

nb : If there is a charge associated with this new service type follow one of the following links to proceed: 

For a new charge: Set Up A Service Charge for Automatic Fee Generation. 

For an existing charge:  Link In A new Service Type to An existing Service Charge 

NOTE: BACAS will allow you to record the name and address of a member of the public who has requested to see the medical forms for a deceased. A category Resource group called Medical Inspectors will need to be set up before you can record any details: 

1. Select SetUp from the Outlook bar on the left hand side. 
2. Select Resources from the expanded selection. 

The Resource Selection screen will be displayed. This will list all existing resource groups. 

1. Check that a Resource Group called Medical Inspectors does not already exist. 
2. Otherwise - Click on the New Resource Group button  

The Edit Resource Group window will be displayed. 

1. Enter a Medical Inspectors as the description.  
2. Select Category as the Type of Group  
3. Click on Save  
4. Click on the Close button 

The new category will be highlighted under Resource Group 

1. Click on the New Resource button  

The Edit Resource Screen will open  

1. Enter Medical inspectors in the Description field.  
2. Click on Save 
3. Click on Close  

NOTE: The Medical Referee Payment will enable you to produce a report that summarises how much payment is due to each of your medical referees over a given period. A Resource group called Medical Referee Payment will need to be set up: 

1. Select SetUp from the Outlook bar on the left hand side. 
2. Select Resources from the expanded selection. 

The Resource Selection screen will be displayed. This will list all existing resource groups. 

1. Check that a Resource Group called Medical Referee Payment does not already exist.  If it does it is likely that you are already set up for Medical Referee Payment 
2. Otherwise : Click on the New Resource Group button  

The Edit Resource Group window will be displayed. 

1. Enter Medical Referee Payment in the description field 
2. Select Medical as the Type of Group  
3. Click on Save  
4. Click on the Close button 

The new category will be highlighted under Resource Group 

1. Click on the New Resource button  

The Edit Resource Screen will open  

1. Enter Medical inspectors in the Description field.  
2. Click on Save 
3. Click on Close 

NOTE: BACAS will allow you to set up categories to define the types of miscellaneous booking information you wish to record. For example you may wish to record the number of people expected to attend the service, or select the charity that has been chosen for donations.  

1. Select SetUp from the Outlook bar on the left hand side. 
2. Select Resources from the expanded selection. 

1. The Resource Selection screen will be displayed. (This will list all existing resource groups.) 
2. Click on the New Resource Group button  

The Edit Resource Group window will be displayed. 

1. Enter a description for the category  
2. Select Category as the Type of Group 
3. Click on Save  
4. Click on Close  

The new category will be highlighted under Resource Group 

1. Click on the New Resource button  

The Edit Resource Screen will open  

1. Enter a value in the Description field. (in this case it will be the name of a Charity) 
2. Click on Save 
3. Click on Close  

NOTE:  Organist Pay will enable you to produce a report that summarises how much payment is due to each of your organists over a given period. A Resource group called Organist Pay will need to be set up: 

1. Select SetUp from the Outlook bar on the left hand side 
2. Select Resources from the expanded selection. 

The Resource Selection screen will be displayed. This will list all existing resource groups. 

1. Check that a Resource Group called Organist Pay does not already exist.  If it does it is likely that you are already set up for Organist Payment.   
2. Otherwise : Click on the New Resource Group button  

The Edit Resource Group window will be displayed. 

1. Enter Organist Pay in the description field  
2. Select Organist (Pay) as the Type of Group 
3. Click on Save  
4. Click on Close  

The new group will be highlighted under Resource Group 

1. Click on the New Resource button  

The Edit Resource Screen will open  

1. Enter Organist Pay in the Description field.  
2. Click on Save 
3. Click on Close