How to add a Horse Note

Get Started with Procedures and Tasks

Along with Horse Notes, Procedures and Tasks are critical information to record.

This article provides an overview of the different types of Procedures and Tasks, and explains how to configure them for your operation.

Procedures

Procedures are typically medications or treatments administered to a horse. They can be scheduled for a date/time in advance or entered as completed. They can be assigned to staff members or suppliers.
  1. Vet Procedures
  2. Medications
  3. Horse Chiropractor, Massage, Physiotherapy, Acupuncture
Before starting to record procedures, you must first configure a master list of Procedures. View article Configure Procedures.

Transport Tasks

Transport tasks document the movement of a horse from one location to another. Transport tasks can be scheduled for a date/time in advance or entered as completed. They can be assigned to staff members (drivers) or suppliers.

Before starting to record transport movements, you must first configure a master list of Locations and Statuses. View article How to configure Locations, Statuses, Barns & Paddocks.

General Tasks

General tasks document the administration of farrier and dentist activity. Farrier and Dentist tasks can be scheduled for a date/time in advance or entered as completed. They can be assigned to staff members or suppliers.

Before starting to record farrier and dentist tasks, you must first configure a master list of Farrier and Dentist Tasks. View articles Configure Farrier Tasks and Configure Dentist Tasks.

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    • Configure Dentist Tasks

      Before starting to record farrier tasks, you must first configure a master list of tasks. 1. Navigate to Master Config 2. Select General Type screen configuration 3. Select Farrier type 4. Proceed to add, edit categories or delete farrier tasks.

    • Configure Farrier Tasks

      Before starting to record farrier tasks, you must first configure a master list of tasks. 1. Navigate to Master Config 2. Select General Type screen configuration 3. Select Farrier type 4. Proceed to add, edit categories or delete farrier tasks.

    • Configure Procedures

      Before starting to record procedures, you must first configure a master list of Procedures. 1. Navigate to Master Config 2. Select Procedure screen configuration 3. Select Category label 4. Proceed to add procedure categories, edit categories, or ...

    • How to Manage Horse Tasks

      You can also view and maintain a horse’s tasks via their individual profile page. To view each task, simply click on the relevant task (trackwork, procedures, transport or general) to display the pending, completed or cancelled Task. 1. Select the ...

    • How to Create Tasks in the Calendar

      When in the schedule: You can add tasks from within a calendar date which can help provide a visual cue when preparing a horse’s campaign or working with procedures and clear day guidelines. 1. Click on the date you want to add a task and an action ...