Horse
[Supplier Portal] How to apply Adjustment Date for the shared ownerships
If a horse is shared from a Trainer: When the Supplier accepts, on the Share Horse Ownership popup, add a new field Adjustment Date with the tooltip: “Adjustment Date is the Date of Sale. Purchase and billing for the new owner will start from the ...
[Supplier Portal] How to share Vet note to Trainer of the shared horse
A new permission called “Vet Note” is introduced, configured separately for each portal (e.g., Supplier portal). If a horse is shared from a Trainer: When this permission is enabled, the “Enable this option to share your comments directly with the ...
How to manage Notes in each horse
Horse notes are for any ongoing items you wish to document and keep a record of relating to the horse. They are date-specific, but they are not tasks that are scheduled in advance. Nor are they assigned to a staff member or supplier. The different ...
How to manage Horse Media
View list From Horse page, you click on one horse then go to Media tab. In Media tab, you click on Photo then the system will show all photos and albums uploaded, running from the latest to oldest. In this screen you can filter by status or change ...
How to manage Horse Ownerships
View Ownership In Owners section, you can view and manage detailed ownership information of a horse. The Current tab list displays the active owners and their shareholdings. You can click on a row to expand/collapse transaction history View ...
How to change Horse Location Status
There are two ways to manually modify a current Horse's Location and/or Status. Edit Location/Status Add Location/Status History Edit Location/Status Beneath the Horse Name on a horse's profile, click the Edit pencil. Then modify the Location and/or ...
How to Merge Horses
Note that all horses trained in Australia that are registered with Racing Australia will automatically be added to your horse list once they come through from Racing Australia’s Daily Registration File. This is triggered by a Stable Return lodged ...
How Syndicator or Owner requests horse
Via the Prism Owner Portal, owners will sometimes request access to horses in your stable if they are Owners of that horse. This is usually when they are syndicate members or 'other owners' not responsible for payments, and the manager of a syndicate ...
How to archive or unarchive a horse
How to archive a horse If you want to archive a horse, so that it is not longer apart of billing or stable operations, however you want to keep the horse accessible for statistics in record keeping - you can archive it. Navigate to the specific ...
How to manage Horse Profile info
Go to the Horse > Profile tab to see the profile of the horse you need. The following information will be displayed in order: - Basic infor - Owners - Location History - Note - Insurance - Vaccination History On this screen you can expand/collapse ...
How to add new horse & view horse list
How to add a new Horse There are two scenarios for adding a new horse to your Prism portal: Add a Named Horse, where you search by the horse's name or part of its name; Add an Unnamed Horse, where you search first by the horse's dam, then by its ...
How to perform bulk update for Horse(s)
How to Perform Bulk Updates You can now update key information for multiple horses at once, instead of editing each horse individually. The following details can be updated in bulk: Location & Status Barn / Paddock Horse Type (Breeding users only) ...