The Schedule Transport page is designed to consolidate daily transport tasks for all horses on the farm.  It also provides advanced features such as bulk delete, copy task, and print.

Trainer can use Schedule transport page

There are two ways to schedule transport:

1. Schedule transport via the Add Anywhere button
2. Go to Schedule > Transport

You can filter by To location - From Location and 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 > transport
• Calendar
• My task
• Staff > transport

• These screens display tasks by single horse

• Dashboard
• Lifetime view
• Horse > task
• Report > Tasks & Notes report

How to add a transport

In the schedule page, you can create a new transport task. Please follow these steps:

1. Switch to the transport tab. Make sure you selected the correct day to create the task.

2. Click New Transport button

3. Select horse (or multiple horses for bulk transport) from drop down list
4. Due Date: Choose the date and time for the horse to be collected

5. Assigned to: Select driver who will collect the horse. If you as the trainer will be transporting the horses yourself, you can leave this unassigned. If the staff or driver are not listed in the drop down, you can add a new one by selecting Add New from the drop down list and assign

1. 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
2. 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 transport. Be sure to check they have the right permissions.

6. Advise others: Enter the name or email of other staff you wish to advise about this transport. They will be advised but not assigned the task.

7. From: The location will pre-populate based on the horse’s location in its profile page as is where the horse is to be collected from. If the location is wrong you can manually update this field, which will update all location fields for that horse in the Prism system. It will also show the status of the horse. If your location or status is not in the list, you can add a new one by selecting Add New from the drop down list.

8. To: This is the location the horse is to be delivered to. You can also select the status that it will be when it arrives (i.e., Training to Spelling) so that when the task is complete, the location and the status are updated automatically
9. Return: If you wish to add a return date for this horse you can enter it here and it will create the transport task for the future

10. Comment: Add any specific comments about this horse or transport task

11. Status: Status of transport task

12. Vehicle: List vehicle type for the task

13. Then hit Create button to save the task to upload the transport task and advise drivers and other staff

14. System will update the calendar, horses task history, location history as well as the staff’s Task list