Session List Screen Overview (web)
Overview of Session List
The Session List is a record of all Sessions created in StockMate. This article describes the different elements visible on the Session List Screen, namely:
- Search Criteria
- Results
- New Scan Session
- Import Session
- Session Templates
To view the Session List, select
Sessions.
Search Criteria
The Search Criteria section of the screen allows you to search for a particular Session by Session Name, Session Type, and/or Property within a user defined Date Range.
The Search can be limited to the Source for the Session i.e. Bulk, CSV Import or Other. Alternatively select All to search the entire listing of Sessions.
Input the Search Criteria, select
Search.
Results
Based on the Search Criteria entered, the relevant Sessions that meet the criteria will be displayed in the Results section of the screen.
- To filter the displayed results, select . This allows you to filter by Name, Code, Type, Sub Type or Property.
- To download the Results displayed on screen to a CSV file, select .
- If the Search Criteria at the top of the screen has been changed, the Results will need to be reloaded. Select to reload Results.
For each Session listed under Results, use the icons for further information as follows:
- Select for Session Details.
- Select for Session Defaults. Further information about Session Defaults are found in Session Templates (web)
- Select for Session Documents attached to the Session (if any).
- Select to view Services linked to the Session (if any), such as veterinarian, owner, purchaser, laboratory.
New Scan Session
New Scan Sessions can be created from the Session List screen.
Select +New Scan Session to create a New Scan Session.
To create a Bulk Session select the dropdown arrow
.
Select New Bulk Handling Session or New Bulk Exit Session.
Import Session
Select a session type from the Import Session drop-down list to create a Session by importing a pre-populated CSV file.
Session Templates
Session Templates enable a user to setup the fields that will be visible in a Scan Session on the web and the app.
Select
Templates.
Refer to
Session Templates (web) for further information and detailed instructions on setting up a Session Template on the web.
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