New to agenda: Restrictive List

We’re pleased to share news on our latest extension for agenda for registrars designed to determine if appointments can go ahead at the time of booking based on documentation received, the Restrictive List.

Read on to find out more about the new feature and how it will work within agenda.


How does the Restrictive List work?

The Restrictive List aims to streamline the allocation of death registration appointments online, enabling the system to automatically match MCCD records stored in agenda against the ‘name’ and ‘date of death’ input by the customer during the online booking process.

For matching documents, the customer will be able to proceed with booking as normal, with full access to available appointments.

For non-matching documents, services will be able to choose to either:

a. Allow the booking to continue with a buffer on the next available appointment, by default, 1 clear day. This allows the service to manage bookings that haven’t had an MCCD received for and provides extra time to link bookings based on the input of an incorrect name or date of death. Please note the buffer time is configurable and can be set according to individual service needs.

b. The process ends after inputting ‘name’ and ‘date of death’, informing the customer to try again at a later date (or any alternative text you wish to provide).

If the booking continues successfully (without the buffer), the registrar will have an appointment with the record from the Restrictive List attached to it as a ‘Linked Entry’, making the booking in admin an all-in-one view for everything about this appointment.


What comes with the Restrictive List?

Services adopting Restrictive List can expect the following additions to their system:

  • Adaptions to the online process to check the Restrictive List
  • A Restrictive List section in admin complete with search options
  • A new section within admin to display linked documentation against individual bookings
  • A new report to reveal documents received but without a matching booking
  • Modified data archiving


What are the benefits of Restrictive List?

The long term benefit of Restrictive List is that it will reduce wasted appointments and improve the ease of access to documentation.

By checking documentation during the online booking process, fewer appointments without documentation already received will be able to pass through to confirmation, preventing bookings that could be wasted and saving services time.

Secondly, by inputting MCCDs into the system, registrars can access a number of filters via the built-in search to quickly locate matching records manually, cutting down time searching inboxes and files external to agenda.


What can it be used for?

Besides matching MCCDs to appointments both automatically or manually, the Restrictive List also simplifies holding documents from the coroner, which can also be applied to appointments through an intuitive search feature. This would involve going into bookings within admin and searching for a ‘Linked Entry’ with the ‘Coroner’ sub-type.

In addition to this, the flexibility of the Restrictive List allows its functionality to extend to other appointment types in future. This could include using the admin side to recognise the receipt of documentation for birth re-registration/declarations.


Are there any requirements to upgrade?

This feature is only available to clients with a New Online process for death registration appointment booking.

If you are not sure which version of the online process you have or you would like to upgrade your existing version of your booking process, please contact a member of the team via the contact form linked in the ‘How do I get started?’ section of the post.


How do I get started?

If you would like to add the Restrictive List feature to your agenda for registrars system, please get in touch via our contact form to receive more information.