How to configure Horse Location & Status

How to configure Horse Location & Status

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 to a horse
  • Barns / Paddocks
  • Boxes in Barns
  • Horse Categories (for breeding module users only)

To add, update or delete any of this master data, click on your profile at the top right of the screen, then select Master Config


Configure Horse Locations

Configuring your Locations is critical to keep track of the location of each horse. It is also critical for invoicing any daily charges that may apply.


Select Horse Location & Status in the Screen dropdown box, then select Location in the Label box.


Here, you can Add New Locations, click on any existing Locations and rename them, or delete any Location.

If you delete a Location to which Horses are currently assigned, or have been assigned in a period which has not yet been invoiced to Owners, you will be asked to update the location of each horse and the effective date.


Configure Horse Status

Configuring your Statuses that can be assigned to each horse is critical to keep track of the status of each horse and for invoicing any daily charges that may apply. Daily charges are applied to the combination of Location and Status assigned to each horse.


Select Horse Location & Status in the Screen dropdown box, then select Status in the Label box.


Here, you can Add New Status, click on any existing Statuses and rename them, or delete any Status.


Configure Horse Location - Status Presets

Maintaining the Location and Status of each Horse can be made a little easier by setting Presets. This is a list of most frequent Location - Status combinations. 


Select Horse Location & Status in the Screen dropdown box, then select Location & Status Presets in the Label box.


Here, you can Add New Location & Status Presets, click on any existing Presets and rename them, or delete any Preset.




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