Follow-ups Overview

Follow-ups Overview

Overview

The Follow-ups functionality allows animals to have multiple concurrent Follow-ups, with due dates and traceability of resolved Follow-ups. Adding Follow-ups to animals can be done via Scan sessions, Animal Details/Lookup, or in bulk using Bulk Add or Import CSV. Reporting on Follow-ups can be achieved via a dedicated Follow-ups report, the Follow-ups tab under Animal Details/Lookup, and an animal's follow-ups are available on Scan Screens.

Follow-ups for animals can be added and resolved on an individual basis, or in Bulk. This can be done in the following areas of StockMate:
  1. Scan Screen – App and Web
It can be preset via Session Defaults.
  1. Animal Lookup – App and Web
  2. Bulk Add - Web only
  3. CSV Import - Web only

Detailed instructions for Follow-ups are contained in the articles below:
  1. Follow-ups View and Report (web)
  2. Follow-ups on Scan Screen, Session Defaults, Animal Lookup (web)
  3. Follow-ups (app)

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    • Follow-ups View and Report (web)

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    • Follow-ups (app)

      Scan Screen To add within the App scan screen, tap FOLLOW-UPS, Add, enter Follow-up Reason, Follow-up Date, Save & Close. To Resolve, when an animal with an active follow-up is scanned a pop-up will appear. Tap to complete or x to remove, Continue. ...