How to create a Transport task with adding reason for To Status

How to create a Transport task with adding reason for To Status

1. Overview

In some cases, when a trainer sends horses to another location (e.g., spelling, trial, vet visit, training), a Reason must be provided for the selected To Status.

This guide explains:

  • How to configure Status Reason

  • How to create or edit a Transport Task that requires a reason

Part 1: Configure Status Reason

You can initialize and manage the Status Reason list in two ways:

Option A: Configure via Master Data

This method allows administrators to predefine available reasons.

Steps:

  1. Go to Config → Master Data

  2. Select:

    • Screen: Horse Location & Status

  3. Select:

    • Label: Status

  4. Turn ON the toggle “Reason Required”

  5. Change the Label to Reason

  6. Click Add New Value

  7. Enter the Reason value and save

Notes:

  • Users can:

    • Edit an existing Reason label

    • Delete a Reason if it is no longer required

Option B: Add Reason Inline (During Task Creation)

Users can add a new Reason directly while creating or editing a Transport task.

Steps:

  1. Open Create/Edit Transport Task

  2. In the Reason dropdown list

  3. Click “Add New”

  4. Enter the new Reason

  5. Save

The new Reason will be available immediately for selection.


Part 2: Create or Edit a Transport Task Requiring a Reason

Once the Status is configured to require a Reason, follow these steps:

Steps to Create or Edit a Transport Task

  1. Open Create Transport Task
    OR
    Edit existing Transport task

  2. Set the To Status to a status that has Reason Required enabled

  3. Once selected:

    • The Reason dropdown appears

    • The “Number of starts this preparation” dropdown appears

  4. Select values from:

    • Reason

    • Number of starts this preparation (optional, if applicable)

  5. Complete all other required fields

  6. Click Save

Important Notes

  • If a Status requires a Reason, the system will prompt the user to select one.

  • The following fields will be visible in:

    • Task detail view

    • Task list view

    • Tasks & Notes report

  • Users can use:

    • Status Reason

    • Number of starts this preparation

    as filtering/search conditions in the Tasks & Notes report.