Follow-ups on Scan Screen, Session Defaults, Animal Lookup (web)

Follow-ups on Scan Screen, Session Defaults, Animal Lookup (web)

Scan Screen

Info
Follow-up Date cannot be before the current date.
  1. To add a follow-up within the web scan screen, select + Add.

  2. Enter Follow-up Reason, Follow-up Date. Select + Add and repeat to add additional follow-ups. When complete select Save Changes.

  3. To Resolve follow-ups, click Follow-ups panel, select Complete or  x  to remove, Save Changes.

Session Defaults

  1. From within a session, select Session Defaults.

  2. Tick the Follow-ups card, select Edit.

  3. Select + Add, enter Follow-up Reason, Follow-up Date. Choose whether to tick or untick the Applied box. Repeat to add additional follow-ups. When complete select Save, Done.
    Info
    Ticked means the Follow-up will be applied by default. Unticked means the Follow-up will be available but not applied. Regardless of the default, the Applied tick can be modified per animal within the session.

  4. Animals scanned into the session will be given the Follow-ups.
    Info
    Follow-up Session Defaults are not applied to CSV imports.

Animal Lookup

  1. To add via Animal Lookup, select Follow-ups tab, + Add, enter Follow-up Reason, Follow-up Date. Repeat to add additional Follow-ups. When complete select Save Changes.

  2. To Resolve follow-ups, Follow-ups, select Complete or  to remove, Save Changes.