1. Click  button, then Procedure

2. Select Horse (or multiple horses for bulk procedures) from drop down list

3. Due Date: choose the date and time for the horse to be administered its procedures

4. Assigned to: Select a staff member or vet who will administer the procedure. If you as the trainer will be administering the procedure, you can leave this unassigned. If the staff or vet are not listed in the drop down, click the + icon to add them to your list and assign

• Once assigned, this person will receive a notification advising them about the details of the task and place it in their task list for completion
• If you have a staff member on your Prism system, but they aren’t appearing in the drop-down list, then they may not have permission to view this procedure. Be sure to check they have the right permissions

5. Advise others: Enter the name or email of any other staff or stakeholders you wish to advise about this procedure. They will be advised but not assigned the task.

6. Location: The location will pre-populate based on the horse’s location in its profile page. If the location is wrong you can manually update this field, which will update all location fields for that horse in the Prism system

7. Comment: Add any specific comments about this horse or procedure. You, your staff or vet (with the right permission) can also add comments in here about the horse condition, follow up etc.

8. Procedure Description: Select the required procedure using Category / Specific / Amount / Unit / Method drop downs. Alternatively, you can select from your custom procedures list created using the configuration module and listed at the top under Custom

9. Click Create to upload the procedure and advise staff and vets

System will update the calendar, schedule, horse’s task history as well as the staff’s task list

How to create repeating procedures

1. From the Create Procedure screen, click on the Repeat button to open the Repeat Settings screen

2. In Repeat section, fill in the type of FREQUENCY: Daily, Weekly or Monthly

3. Choose how often you want the Procedure to repeat by inputting the number of the days/ weeks or months in REPEAT EVERY

4. Define the time of Procedure

5. Then define start and end date of the recurring procedure

6. Check the summary to make sure the recurring you have created

7. Click Save

How to add multiple procedures

Note that this is only for procedures taking place at the same time and date as the original. If you need to add a procedure to the same horse but at a different time or date, you will need to enter a new procedure task

• If you need to remove a procedure, click Delete icon