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 as search criteria in the Follow-ups Report.

The Reasons field is a combo-box. Therefore, the data entry options are free text, select from a dropdown, or select and edit.

Follow-up Reasons have a fifty character limit.

Admin or Area Manager permissions level users can add, edit or delete Follow-up Reasons. Operator permission level users are view only.

Editing or deleting Follow-up Reasons will NOT change existing Follow-up Reasons saved against animals.

1. Select Follow-ups, Follow-up Reasons.
   
   
2. To add a Follow-up Reason, select + Add Follow-up Reason, enter detail, Save.
   
   
3. To edit an existing Follow-up Reason, select from the list, edit detail, Save.
   
4. To delete an existing Follow-up Reason, select from the list, Delete.
   
   

Bulk Add Follow-ups

1. To bulk add Follow-ups, select Follow-ups, + Bulk Add.
   
   
2. Select Search Criteria, Load, select Animals, Continue to Follow-ups.
   
   
3. Select + Add, enter Follow-up Reason, Follow-up Date. Repeat to add additional follow-ups. When complete select Add Follow-ups for Selected Animals.
   
   

Import CSV

1. To add Follow-ups via CSV, select Follow-ups, Import CSV.
   
   
2. Get Import Template, populate CSV, Browse and select CSV, Import xxx Records.
   
   

Bulk Edit

Bulk Edit can be used to complete or remove existing Follow-ups saved against animals or edit Follow-up Reasons or Dates.

1. Load Follow-ups report, select Animals, Bulk Edit.
   
   Refer to Search Criteria & Report below for further detail on running the report.
   
   
2. Edit Follow-up Reason, Follow-up Date, select Complete or  x  to remove, Update Follow-ups.
   

Search Criteria & Report

Only Animals with Follow-ups return in report results.

Wildcard search can be used in the Follow-up Reason search criteria field. Use * to represent multiple characters.

1. Select Follow-ups, use Search Criteria Form, select desired Report Configuration, Load.
   
   
2. Alternatively, select Follow-ups, Search Criteria CSV, Browse and select CSV, Report Configuration, Load.
   
   
3. The Report can be configured using a similar process to other StockMate reports. See Report Configurations or Report Search Criteria for more detail.

• Related Articles

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