Share Horses, Owners, Ownership and Tasks with your suppliers
Released: 23 Feb 2023 | All modules
Prism now offers the selective sharing of horses, owners, horse ownership and tasks with another business who is also a Prism subscriber.
This feature is best suited to these two scenarios:
- A trainer sharing horses and owners with suppliers of agistment, pre-training, veterinary, farrier, dentist or transport services.
- A farm sharing horses and owners with suppliers of veterinary, farrier, dentist or transport services.
Suppliers will not have to manually add horses, owners or horse ownership into their Prism account. The sharing of owners and ownership is optional, however.
A Trainer or Farm can also choose to synchronise tasks across both portals for visibility and transparency. A task created in a Supplier's Prism portal will appear (read only) in the Trainer/Farm portal, and vice versa.
We will soon also enable syndicators to share horses and owners with an appointed trainer, educator and/or pre-trainer. and enable the synchronisation of Vet Procedures. These features are expected to be available in Autumn 2023.
Trainers and farms who are considered the 'custodian' of a horse, have the ability to share horse(s) with supplier(s) of services.
Each supplier must first be configured as a Supplier in Prism, and configured to enable sharing.
When sharing horse(s) with supplier(s), the following options can also be selected:
- permanently share the horse’s current location and status to the supplier;
- share the horse’s owners and ownership to the supplier;
- permanently synchronise (two-way) all dentist, farrier and other general tasks associated with the horse across both Prism accounts.
We will soon also enable synchronisation of vet procedures and treatments. This feature is expected to be ready in Autumn 2023.Follow the steps on our help site to share a horse or multiple horses, with a supplier or multiple suppliers.
Related Articles
[Improvement] Owner Profile | Display Nett Ownership Score & record User ID
16 September 2019 | Prism Management To provide more insight into your customers and to help manage horse and breeding registrations, there are a few new fields on the Owner Profile. Nett Ownership Score This is effectively a calculation of ...New Worksheet for Procedure, Farrier and Dentist tasks
11 June 2021 | General Management A new Worksheet has been released to help stables and farms execute and track all procedure, farrier and dentist tasks. This new worksheet replaces the Farrier Worksheet, but now enables you to select vet procedures ...[Procedures] Customise Procedure Categories and assign Procedures to each Category
10 February 2022 | New Feature | Stable & Farm Management | Procedures You can now maintain your own Procedure Categories and assign each Specific Procedure to a Category. Previously, Procedure Categories were set based on original discussions and ...[Improvement] Owner Profile | Display Archived Horses section
31 August 2019 | Prism Management Archived Horses are now removed from the Horse Accessibility section of the Owner Profile. Instead, they appear further down the page for historical reference, without complicating current horses owned.Add completed General Tasks and tasks on multiple dates
11 June 2020 | General Management When adding a General Task, such as a Farrier or a Dentist task, you now have the option to mark the task as Completed rather than Pending. This is ideal if you need to record a task that was already completed during ...