Session Screen Overview (web)

Session Screen Overview (web)

The Session Screen displays all the animals that were scanned, imported or bulk uploaded into StockMate in a selected Session. Other Session related information can been viewed, added or edited from this screen.

Accessing the Session Screen

Select Sessions.
In the Results section of the screen select the relevant Session that you would like to view.
For instructions on how to search for a particular Session, refer to Session List Screen Overview (web).

Search Criteria and Animal Scans Results

The Animal Scans section on the Session screen displays all the animals in that Session.
The information displayed will be based on the type of Session and also the report configuration selected.
To narrow the search for a particular animal, select in the Search Criteria section.

Input the search criteria, select to reload the Animal Scans.

In the Animal Scans section:
  1. Select to filter animals by EID or Visual Tag.
  2. Select to download to CSV, data displayed in the Animal Scans section.
  3. Select the Report Configuration from the drop-down list or select to edit the selected report configuration.
    Refer to Report Configurations for further details on using this functionality.
  4. Select Pivot to display the results as a chart.
    Report Pivots provides detailed instructions on creating charts in StockMate.

Add Animal

Select +Add Animal to add an animal to the selected Session.
Refer to Create New Session – Scan Session (web) for detailed instructions on using this functionality.

Bulk Edit

When an amendment needs to be applied to several animals in a Session, select the required animal records, then select Bulk Edit.
Refer to Edit Existing Session – using Bulk Edit (web) for further information on using this functionality.

Import/Export CSV

Where multiple fields in a Session need to be changed, the existing data would need to be exported as a CSV, updated and then imported back into StockMate.
Refer to Edit Existing Session – using Import/Export CSV (web) for detailed instructions on using this functionality.

Session Details

Select Session Details to view, add or edit further details about the selected Session.


Session Defaults

Select to view the Session Template and the defaults that were selected for the Session.
The Session Defaults may be edited and saved as a new Template if desired.

For further information and detailed instruction on setting up Session defaults, refer to Session Templates (web).

Session Documents

Select to view any documents attached to the Session.

Select + Add Document to attach a new document to the Session.

Input the name of the document, select Browse to locate the file, Save.

Session Services

Select to view the Services attached to the Session.

To add additional services, select + Add Services.

Input the required details, Save.

The drop-down list in the Type field is pre-populated and cannot be edited by the user.
To add or edit the contents in the Contact drop-down list, refer to Setup Contacts (web & app).

Reconcile

Once the details of the animals in the Session have been checked, select Reconcile to reconcile the Session. 
Once a session has been reconciled it is unable to be edited further. Only an Administrator can un-reconcile a session, if further editing is required.

    • Related Articles

    • 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 ...
    • Edit Existing Session - via Scan Screen (web)

      Existing Sessions can be edited or added to via the Scan Screen. This functionality is used to update an individual animal record. If multiple animal records need to be edited or updated, this can be done: via a Bulk Edit, refer to Edit Existing ...
    • Joining Plan Scan Screen, Session Defaults, Reporting (web & app)

      Before creating a Session to record Joining, ensure that a Joining Plan has been recorded in StockMate. Refer to Joining Plan View and Report (web) for detailed instructions on setting up a Joining Plan in StockMate. A Joining Plan can only be setup ...
    • 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 ...
    • Sessions Overview (web)

      Sessions are heavily used throughout StockMate, for recording animal attributes, drafting, movements, examination results and applying treatments. They can be created via scanning animals, bulk selection or importing data using the relevant ...