How to manage general via Schedule
How to view daily general
The Schedule general page is designed to consolidate daily general tasks for all horses on the farm. It also provides advanced features such as bulk delete, copy task, and print.
Trainer can use Schedule general page
There are two ways to schedule general:
- Schedule general via the Add Anywhere button
- Go to Schedule > General
You can sort by Barn/Box.
List data is ordered by status (Pending → Completed → Cancelled). Within the same status, tasks are sorted by time, and then by horse name if the time is identical.
Note: Tasks may be displayed by group or single horse depending on the screen.
For example
- These screens show tasks grouped by horse.
- Schedule > general
- Calendar
- My task
- Staff > general
- These screens display tasks by single horse
- Dashboard
- Lifetime view
- Horse > task
- Report > Tasks & Notes report
How to add a general
In the schedule page, you can create a new general task. Please follow these steps:
- Switch to the general tab. Make sure you selected the correct day to create the task.
- Click New Task button
- Select Horse from drop down list or leave it blank if it doesn’t relate directly to a horse
- Due Time: choose time to be completed
- Due Date: choose one or multiple days for the task to be completed
- Assigned to: Select staff who you want to assign. If the staff is not listed on your staff drop down, you can add a new one by selecting Add New from the drop down 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 general task. Be sure to check they have the right permissions
- Advise others: Enter the name or email of other staff or stakeholders you wish to advise about this task. They will be advised but not assigned the task
- Category: Select a category from list: Dentist, Farrier, of Others
- Specific / Description: The information displayed will depend on which category you select.
- Comments: Free text overview of the task required
- System will update the calendar, schedule, horses task history and the staff’s task list (if required)
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