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.
- Vet Procedures
- Medications
- 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.
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.
Related Articles
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.
Overview of Breeding Tasks
The following tasks are defined as Breeding Tasks in the system, separate from Procedures and General (Farrier/Dentist) tasks. BREEDING TASK LIST Some of these tasks are automated, some are semi-automated via a pop-up window upon completion of ...
Overview of sharing horses, owners and tasks
Prism offers the selective sharing of horses, owners, horse ownership and tasks with other businesses who are also Prism subscribers. A trainer or farm can share horses with suppliers of agistment, pre-training, veterinary, farrier, dentist or ...
How to manage breeding tasks via Breeding Worksheet
You can view, add and edit all breeding tasks via the Breeding Worksheet, located in the Schedule screen. Note: Another common name for a Breeding Worksheets is Crush Report. It is particularly useful when examining mares leading up to a cover. The ...