How to configure Locations, Statuses, Barns & Paddocks

How to configure Locations, Statuses, Barns & Paddocks

A key step in the configuration of your Prism account, is to setup:
  1. Locations which a horse can be assigned to
  2. Horses Statuses which can be assigned to a horse
  3. Location - Status Presets to more quickly assign frequent Location - Status combinations to a horse
  4. Barns / Paddocks
  5. Boxes in Barns
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 (see Day Rates) 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.



Configure Barns / Paddocks

For any Location you can optionally configure Barns / Paddocks.
We are working towards re-laballing all screens are reports to reflect Barns as being either Barns or Paddocks.

Select Barn/Box in the Screen dropdown box, then select a Location in the Label box.

Here, you can Add New Barns/Paddocks, click on any existing Barn/Paddock and rename them, or delete any Barn/Paddock.



Configure Boxes

For some Locations you may choose to configure Boxes. Horses can then be assigned not only to a Location > Barn, but also to a specific Box.

Select Barn/Box in the Screen dropdown box, then select a Location in the Label box, then select a Barn.

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


    • Related Articles

    • 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 Edit Location/Status Beneath the Horse Name on a horse's profile, click the Edit pencil. Then modify the Location and/or ...
    • 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) ...
    • Print and scan a Barn, Box or Horse QR Code to select a horse on Prism PLUS App

      There are three ways to select a horse on the Prism PLUS Tablet App. Manually filter and select your desired horse; Scan a QR Code on either a Barn/Paddock, Box or Horse Card; or Scan a horse microchip with a bluetooth connected microchip scanner. ...
    • 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 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 ...