Add Procedures and Tasks
How to Create Tasks in the Calendar
When in the schedule: You can add tasks from within a calendar date which can help provide a visual cue when preparing a horse’s campaign or working with procedures and clear day guidelines. 1. Click on the date you want to add a task and an action ...
How to Add Transport Task
In schedule page, you can create a new transport task. Please follow these steps: 1. Switch to 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 ...
How to add a General Task
Click + button, then General Task Select Horse from drop down list or leave it blank if it doesn’t relate directly to a horse Due Date: choose the date and time for the task to be completed Assigned to: Select staff who you want to assign. If the ...
How to create repeating procedures
1. From the Create Procedure screen, click on the Repeat button to open the Repeat Settings screen 2. In Repeat section, fill in the type of FREQUENCY: Daily, Weekly or Monthly 3. Choose how often you want the Procedure to repeat by inputting the ...
How to add multiple procedures
1. Where you need to add an additional procedure to the same horse or group of horses for the same time and date, click the icon () and enter the procedure a. Note that this is only for procedures taking place at the same time and date ...
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 member or vet who will ...
How to use presets
To use and update presets, simply follow the steps below: 1. Click on the Preset icon () 2. Select your preferred task preset 3. Fields will then be automatically updated 4. Click Create