How to change Horse Location and/or Status
There are two ways to manually modify a current Horse's Location and/or Status.
- Edit Location/Status
- Add Location/Status History
Beneath the Horse Name on a horse's profile, click the Edit pencil.
Then modify the Location and/or Status (and optionally the Barn/Paddock and Box). Be sure to set the date that the change was effective.
Add Location/Status History
On the Horse Profile, scroll down to the Location History section. Then click Add.
Enter the Location and Status (and optionally the Barn/Paddock and Box). Be sure to set the dates that the change was effective From and To.
You can use this function to add a new Location/Status history or add a new historical record where data was missing or needs correcting.
A horse's Location and / or Status can also be changed automatically upon completion of a Transport Task.
How to perform bulk Location & Status, Barn/Paddock, Horse Type and Horse Category updates
Rather than updating each horse individually, you can update the following information for multiple horses in bulk. Location & Status Barn / Paddock Horse type (Breeding users only) Horse category (Breeding users only) Weanlings (Breeding users only) ...
How to configure Locations, Statuses, Barns & Paddocks
A key step in the configuration of your Prism account, is to setup: Locations which a horse can be assigned to Horses Statuses which can be assigned to a horse Location - Status Presets to more quickly assign frequent Location - Status combinations ...
How to view Location and Status Report
The Location and Status report is a very useful report when going live with your Prism portal, and ongoing. This report allows you to: quickly identify where all your horses are, how long they have been there and how long they have been in that ...
How to check email status
You can view the status of each email sent to owners, via the Report Module > Email Log. 1. Select the Date Range 2. [Optional] Enter the Owner's Email Address in the Recipient box, or enter part of the Email Subject (e.g. a horse name) 3. [Optional} ...
How to add a Horse
There are two scenarios for adding a new horse to your Prism portal: Add a Named Horse, where you search by the horse's name or part of its name; Add an Unnamed Horse, where you search first by the horse's dam, then by its sire. Both of these actions ...