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)

    • Related Articles

    • 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. ...

    • Follow-ups View and Report (web)

      Follow-up Reasons A preset list of follow-ups can be added, allowing for quick selection and standisation of follow-ups. All Follow-up Reasons will be selectable in dropdown lists when adding Follow-ups to Animals. Follow-up Reasons can also be used ...

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

      Scan Screen Follow-up Date cannot be before the current date. To add a follow-up within the web scan screen, select + Add. Enter Follow-up Reason, Follow-up Date. Select + Add and repeat to add additional follow-ups. When complete select Save ...

    • Reports Overview

      The Reports section of StockMate enables the user to configure and generate reports. Most reports have ‘Report Configuration’, ‘Search Criteria’ and 'Pivot mode' options that can be edited and updated in a similar fashion. Report Configuration allows ...

    • Configuration Overview (web & app)

      The Configuration Section of the StockMate website allows setup of various components of the database for your business, prior to using the website and app in scan sessions. Refer to Install StockMate & Setup Tablet (app) for StockMate app install ...