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
Recent Articles
[Finance] Adjust Discount when Regenerating Statements
Release Date: 12 May 2023 | Finance When regenerating Statements for the most recent period, you can now adjust owner discounts should they need correcting or removing. In the Modify Statement window, select the option 'Adjust Discount', just beneath ...
[Horse Notes] Trot Up and Blood Profile Notes now available in Lifetime View
Release Date: 12 May 2023 | Stable and Farm Management Both Trot Up and Blood Profile horse notes have been added to the Lifetime View. In Lifetime View, select the options to display Blood Profile and / or Trot Up Note, via the check boxes at the ...
How to use this Support & Learning Centre
The Prism Support & Learning Centre is a great resource to help you configure and use Prism to get the best out of your subscription. It's also the best place to request additional support and guidance from our Support Team.
How to assign default Work Rider to a horse
You can optionally default a Work Rider for every horse. When new trackwork tasks are created (or copied from previous days), the default work rider will be assigned. You can assign a default work rider in two ways. 1. Via the Horse Profile 2. When ...
Stallion Reports
WEEKLY STATISTICS The Weekly Stats tab show stallion activities each week. That includes how many covers occurred, how many scans recorded, and the rate of positive pregnancies. • Default period for the report is from the first day of this season to ...