How to manage worksheet
Schedule Worksheet will help stables and farms execute and track all procedure, farrier and dentist tasks.
To access the new Worksheet:
- Go to Schedule > Worksheet
- Filter on one or multiple fields: Location, Barn/Paddock, Horse Type, Task Type (Procedures/Farrier/Dentist/Vaccination & Drench procedures) and Assigned To.
The Worksheet will display the last two completed tasks, plus any pending tasks. The status of the tasks are shown in the Date column, with a C (completed) or a P (pending).
You can choose to display:
- all horses that meet the filter criteria, or
- all horses with pending task(s)
You can export or print this worksheet to issue to your stable or farm operations teams.
For example, filter the worksheet for only pending Procedure tasks to be completed by your vet. Or filter by who the tasks are Assigned To, for more specific worksheets by staff member.
For each pending task displayed, you can: Delete, Set Reminder, Edit or Complete.
You can also add a Procedure or a General Task in this same screen, meaning you do not have to keep switching between screens to complete multiple tasks.
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