In order to use the Change Ownership feature, you'll need to have both Location.Write and Contract.Write permissions. If you do not have these permissions on, please contact your Cemetery Adminstrator.
Owners often pass down their properties to loved ones, and this information may not be known until after a contract is signed. In situations like this, you can change the stakeholder information on a signed contract using the Change Ownership feature.
Step 1
Log into webCemeteries Management.
Step 2
Step 3
On the left, go to "... More" and select "Change Ownership".
Step 4
Review and click "Start".
Step 5
Here you can Remove, Add, or change the Stakeholder type, same way you would in the Contract.
- Click the "Check Box" to remove a Stakeholder
- Click "Add Person" or "Add Institution" to add a Stakeholder
- Click the "Stakeholder Type" dropdown to change the Stakeholder Type.
If you feel you messed up, use the "Reset" button on the bottom left to undo all of your changes.
Step 6
Enter a reason for this change. Once finalized, the entered reason will appear on the contract history page.
Step 7
Upload any supporting documents for this ownership change. These documents will be uploaded to the contract once the finalize step is complete.
Step 8
Review, and select "Finalize".
Step 9
Go to "... More" and "History", to see the history of name changes to the contracts.
You can also see the history by using the Contract Change Audits Report.
