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.