Manage Task
How to create a Transport task with adding reason for To Status
1. Overview In some cases, when a trainer sends horses to another location (e.g., spelling, trial, vet visit, training), a Reason must be provided for the selected To Status. This guide explains: How to configure Status Reason How to create or edit a ...
How to manage Tasks in each horse
You can also view and maintain a horse’s tasks via their individual profile page. To view each task, simply click on the relevant task (trackwork, procedures, transport or general) to display the pending, completed or cancelled Task. 1. Select the ...
How to use Schedule Feed
Subscribers to Prism PLUS can now maintain a Feed and Supplements master list, and maintain a feeding schedule for each horse. This feature is ideal to digitise your feed schedule and ensure each horse receives the correct feed and supplements at ...
How to Attach or Detach Work to Procedure Task
How to Attach Work There are times where veterinary or other procedures are required and directly related to trackwork. For example, bandages or clay may need to be applied to a horse's legs following trackwork, or an administration of ...
How to mark Procedure task as completed
How to mark procedure task as completed Each screen shows multiple-horse tasks differently, so the way you edit them will depend on the screen you are using. Mark as complete procedure task for a horse On each line, click on More > Mark as completed, ...
How to delete Procedure
Each screen shows multiple-horse tasks differently, so the way you edit them will depend on the screen you are using. Delete procedure task for a horse On each line, click on More > Delete, open warning popup You can click the button Yes to apply. ...
How to edit procedure
How to edit procedure Each screen shows multiple-horse tasks differently, so the way you edit them will depend on the screen you are using. Edit procedure task for a horse On each line, click on More > Edit, open Edit Procedure Task popup. You can ...
How to add new Procedure
How to add a procedure 1. Click button, then Procedure 2. Select Horse (or multiple horses for bulk procedures) from drop down list 3. Due Date: choose the date and time for the horse to be administered its procedures 4. Assigned to: Select a staff ...
How to View Procedure
How to View Schedule Procedure The Schedule Procedure page is designed to consolidate daily vet tasks for all horses on the farm. It also provides advanced features such as bulk delete, copy task, and print. Trainer can use Schedule procedure page ...
How to drag and drop Work Task(s)
How to drag and drop Work Task(s) The Schedule > Work view enables you to reorder horses by dragging and dropping them to the desired position. It also supports moving horses into or out of groups using drag-and-drop
How to Attach or Detach Procedure to Work
How to Attach Procedure There are times where veterinary or other procedures are required and directly related to trackwork. For example, bandages or clay may need to be applied to a horse's legs following trackwork, or an administration of ...
How to Link or Unlink Trackwork
How to Link Work Task(s) Trainer can link Trackwork has the same work together by 2 ways Click on the icon on each task, then select horses that have the same task to link and then click Save to apply. You will see that the linked horses are moved to ...
How to Edit or Delete Trackwork
How to Edit Trackwork On this page, Trainer can edit Trackwork by 2 ways: Can edit Trackwork inline as below steps: Click on a trackwork row to enable inline editing. Click on the field you want to update. To save changes, either click outside the ...
How to create Trackwork
How to Create Work Task Inline From the Schedule > Trackwork screen, you can add Work items anytime for the date you are working in. This will display the Add Work Details screen. From here you can: Select a Horse or multiple Horses. Selecting ...
How to manage Work Task(s)
How to view daily trackwork The Schedule Work page is designed to consolidate daily work tasks for all horses on the farm. It also provides advanced features such as horse linking, task copying, and grouping. Trainer can use Schedule work page There ...
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 ...
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 ...
How to manage Transport
How to view daily transport 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 ...
How to manage CRM task via Schedule
How to manage CRM task via Schedule Trainer has infusionsoft permission to view CRM tasks. This page supports managing daily CRM tasks, with data synced from Keap to Prism. You can manage tasks (edit/mark as completed/delete tasks), set reminders, ...
How to manage calendar
How to View Details in Calendar When in schedule: Races and tasks are displayed in colour coded blocks in the Calendar View. If the task has been completed, the text will be strikethrough. To view the details of each, click the coloured block and the ...
How to use lifetime view
How to view the Schedule via Lifetime View Lifetime view is an extension of the Calendar view and one of the most powerful racing tools available. Lifetime View gives you complete visibility over your entire stable, including all work, treatments, ...