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Support  >  Web Portal Documentation  > Planning  >  Farm Plan

Farm Plan

 

Overview

This screen enables you to view and manage Farm Plans for farms available to your user account. Functions include:

  • Selecting a 6 month timeframe to view plan details by Type/Class/Category

  • Keeping track of events that have been completed by selecting the completion box on any event

  • Viewing, editing or deleting any event

  • Adding new events to the plan

  • Viewing monthly and weekly tasks in calendar

 

View/Edit Plan

If your user account has access to only one Farm:

  • The SELECT FARM button will be pre-populated, the button disabled and the Farm Plan for the Farm displayed

If your user account has access to multiple Farms, only the SELECT FARM button will be enabled. Once a Farm is selected, it will:​

  • Present the Farm Plan for the Farm below​​
  • If the Farm selection is changed, this will change the Farm Plan to the Farm selected

After a farm has been selected, it will display a screen similar to what is shown below. All rows with events scheduled for the 6 month timeframe will be expanded by default (not implemented yet - still need to expand). The information on the screen is as follows:

  • ACCOUNT NAME - select the drop down arrow to select an account (if only one account, this will be pre-selected and disabled)

  • FARM NAME - select the drop down arrow to select a farm (if only one farm, this will be pre-selected and disabled)

  • FROM - Select the starting month and year for the 6 months to be displayed in the table below.

    • Note: This will be defaulted to the current month/year and is limited to 3 years in the future or past

  • ADD EVENT - will open the dialog to add a new event to the farm plan

  • Event Information

    • Rows

      • The rows in the table will be fixed by Type in the following order - Farm, Cattle, Deer and Sheep

      • The rows within Type: Farm will be fixed by Class associated with farm planning activities with Category only assigned to the Stock Class

      • The rows with Type: Cattle, Deer & Sheep will be fixed by Class associated with stock class and Categories associated with gender

      • Farm

        • ​Admin

        • Health & Safety

        • Land

        • Staff

        • Stock - (Cattle, Deer, Sheep)

      • Cattle

        • Calf - (Bull, Cow/Heifer, Mixed, Steer)

        • R1 - (Bull, Cow/Heifer, Mixed, Steer)

        • R2 - (Bull, Cow/Heifer, Mixed, Steer)

        • Mixed Age - (Bull, Cow/Heifer, Mixed, Steer)

      • Deer

        • Calf - (Hind, Mixed, Stag)

        • R1 - (Hind, Mixed, Stag)

        • R2 - (Hind, Mixed, Stag)

        • Mixed Age - (Hind, Mixed, Stag)

      • Sheep

        • Lamb (Ewe, Mixed, Ram and Wether)

        • Hogget - (Ewe, Mixed, Ram, Wether)

        • 2 Tooth - (Ewe, Mixed, Ram, Wether)

        • Mixed Age - (Ewe, Mixed, Ram, Wether)  

      • Below the Class - Category listing will be the template name (if a template is added or Default if not)

      • Delete Plan - the green trash can icon to the right of the template name will delete all events for the plan

      • All rows without information for the selected 6 month timeframe will be collapsed by default (all rows currently). Select the expand arrow to see events.

      • If the Type has events in any Class-Category row assigned in the selected 6 month timeframe, the <Mon YY> designator will be shown in this row

    • Event Cards

      • Will be displayed in the appropriate Type/Class/Category/Template row​ in order of event date within the month (earliest at top)

      • Event color designations:

        • Gray - completed

        • Red - past due date

        • Yellow - due within 2 weeks

        • Green - due in more than 2 weeks

      • Card information

        • Completed checkbox (top left) - select this to record that the event has been completed - places a checkmark and changes color to gray 

        • Event Name - select this to open the event details and make edits. If the name is longer than the box has space for, you will see a "..." at the end of the name - hover your cursor over the name to see the full text

        • Delete icon (trash can on top right) - select this to delete event from the plan. Hover over this to see definitions

          • A solid white icon represents​ that it is scheduled for a fixed date and no events are dependent on it

          • An outlined icon represents represents that it is scheduled for a fixed date and other events are dependent on it

          • An outlined icon with a dot in the middle represents that the event scheduling is dependent on other events

      • Event Type (bottom left box) - hover over this to see definition

        • F - Indicates Farm event type

        • S - Indicates Service event type

        • T- Indicates Treatment event type

      • Event Due Date (bottom right)

 

Add Event

To add an event to the plan, select the ADD EVENT button and:

  1. Select the Event Type (required) - this will modify the required fields (adds required Health Treatment/dosage fields for Treatment events)

  2. Select Type (required) - options are Farm, Cattle, Deer or Sheep. Selecting one will enable the Class button.

  3. Select Class (required) - these will be dependent on the Type chosen. This will enable the Category button

    • Farm - Admin, Health & Safety, Land, Staff and Stock

    • Cattle - Calf, R1, R2 and Mixed Age

    • Deer - Calf, R1, R2 and Mixed Age

    • Sheep - Lamb, Hogget, 2 Tooth and Mixed Age  

  4. Select a Category (required for all except Farm - Stock) - the options will be dependent on the Class selected. This is disabled for all Classes except Stock.

    • Farm (Stock) - Cattle, Deer and Sheep

    • Cattle - Bull, Cow/Heifer, Mixed and Steer

    • Deer - Hind, Mixed and Stag

    • Sheep - Ewe, Mixed, Ram and Wether

  5. Template Name (required) - Search for the template to assign the event to by placing the cursor in the search bar which will present a list of templates available in the Farm Plan match the Type/Class/Category selections made previously. "Default" will be at the top of the list.

    • Note - Template names other than Default can only be added through veterinarians under farms associated with vet accounts.​

  6. ​Event Name (required) - must be unique in combination with Event Type.

    • If this combination is unique to the Farm Plan, it will enable editing the Purpose, Instructions, Health Treatment details (if applicable) and Schedule section.

    • If the entries are not unique for the Farm Plan, it will show the following error "The combination of Event Type and Event Name entered matches one or more events in the Farm Plan. Please select one of these these to copy it to another part of the Farm Plan."

  7. Purpose (optional) - short description of what the purpose of event is

  8. Instructions (optional) - description of how to perform the event

  9. Health Treatment Details (required only for Treatment events): 

    • Health Treatment - select from list of Health Treatments in drop down list (these are treatments previously added to the Farm)

    • Dosage Amount - enter a numerical value

    • Dosage Unit of Measure (will be defaulted for all treatments except those with UOM of gram - this will provide g or mg options)

    • Dosage Method - Select either Per Animal or Per Kg Wt​​

  10. Select either Fixed Date or Dependent Event

    • If Fixed Date is selected, this will present a calendar tool to enter or select an event date

      • Note: the Event date will be limited to 1 year before and 1 year after the current date

    • If Dependent Event is selected, this will present a dependent search field

      • Search for a dependent event name in the search field (will be limited to events currently saved in the Type/Class/Category/Template)

      • Once a dependent event is selected, enter a number in the Lead (-) or Lag (+) Days line
      • Notes:
        • ​If an event has been added to the Type/Class/Category/Template previously more than once, all previous entries will be displayed with its name followed by its currently assigned date after it in the search results (limited to 12 months before & after the current date) - e.g. Drench (22/11/18), Drench (22/01/19), etc. 

        • Example - A Treatment event named "Drench" is added to the Farm Plan for Type: Sheep, Class: Mixed Age and Category: Ewe, with a fixed date of 22/11/18. Later, the same event is added to the template with a 60 day lag time on the previously added event "Drench" which makes its event date 22/01/19. The next time that "Drench" is searched for as a dependent event, the search results return "Drench (22/11/18)" and "Drench (22/01/19)" to select from. 

  11. OPTIONAL: Select "Repeat Event Annually" checkbox to set event to repeat every 12 months within the Type/Class/Category​/Template

    • Note: The checkbox will only be enabled if a Fixed Date is selected. If a dependent event is selected instead, the checkbox will not be displayed and the event will only be repeated if the dependent event is set to repeat​.

  12. Once all selections have been made, the SAVE button will activate

  13. Select the SAVE button which will:

    • Check that the event is not a duplicate to an existing event in the same Type/Class/Category/Template (if applicable) on the same date (as a result of the date scheduled or based on dependency details). If it is a duplicate, the following error message will be displayed "Duplicate Event. This event is already scheduled for the specified date. Please edit schedule details to allow the event to be saved" with EDIT SCHEDULE button that will remove the message.

    • If the event is not a duplicate on the same date, it will:

      • Add the event to the Farm Plan based on either the date selected or based on the dependency Lead or Lag Days specified

      • Save the event to repeat each year on the same date (if applicable)

      • (Coming soon) Expand the the applicable Type/Class/Category/Template row (if not currently expanded) and show the card for the event if it is scheduled for the 6 month timeframe shown. To see other timeframes, select the dropdown in the FROM box and select a different starting month and year for the 6 month view.

 

View/Edit/Copy Event

Selecting the Event Name (hyperlink) on any card will display an overlay box similar to what is shown below. The information on the screen is as follows:

  • "Apply Edits To Future Events" checkbox - if selected, edits made to the event will be applied to all matching future events (same Type and name) for the current Plan/Class/Type/Template from the current date forward

  • COPY button - if selected, this will open the ADD EVENT screen with the details of the event filled in. The Type/Class/Category/Template Name and scheduling details will need to be completed before SAVE enables. The Event Type and name are not editable but all other fields are.

    • Note: This button is enabled by default and is disabled if any edits are made to the event​

  • SAVE button - this is disabled until an edit is made to the event. Once selected, it will:

    • Check that the event is not a duplicate to an existing event in the same Type/Class/Category/Template (if applicable) on the same date (as a result of the date scheduled or based on dependency details). If it is a duplicate, the following error message will be displayed "Duplicate Event. This event is already scheduled for the specified date. Please edit schedule details to allow the event to be saved" with EDIT SCHEDULE button that will remove the message.

    • If the event is not a duplicate on the same date, it will:

      • Apply edits to the event

      • Update the non-scheduling event details for matching (or repeating) events in Type/Class/Category/Template from the current date forward if "Apply Edits To Future Events" is selected

      • Expand the the applicable Type/Class/Category/Template row (if not currently expanded) and show the card for the event if it is scheduled for the 6 month timeframe shown. To see other timeframes, select the dropdown in the FROM box and select a different starting month and year for the 6 month view.

    • Save the event to repeat each year on the same date (if applicable)

    • Notes: ​

      • Repeated event dates can be moved back, up to one day after the previous event or as far in the future as desired

  • Event Type (not editable) - displays the event type (Farm, Service or Treatment)

  • Event Name (not editable) - displays the event name

  • Purpose - (editable) - displays a short description of what the purpose of event is.

  • Instructions - (editable) - displays a description of how to perform the event. 

  • Health Treatment Details (editable - only shown for Treatment events). 

    • Health Treatment - select from list of Health Treatments in drop down list

    • Dosage Amount - enter a numerical value

    • Dosage Unit of Measure (will be defaulted for all treatments except those with UOM of gram - this will provide g or mg options)

    • Dosage Method - Select either Per Animal or Per Kg Wt​​

  • Schedule Type (editable) - select either Fixed Date or Dependent Event

    • If Fixed Date is selected, this will present a calendar tool to enter or select an event date

      • Note: the Event date will be limited to 1 year before and 1 year after the current date

    • If Dependent Event is selected, this will present a dependent search field

      • Search for a dependent event name in the search field (will be limited to events currently saved in the Type/Class/Category/Template)​

      • Once a dependent event is selected, enter a number in the Lead (-) or Lag (+) Days line

      • Notes:

        • ​If an event has been added to the Type/Class/Category/Template previously more than once, all previous entries will be displayed with its name followed by its currently assigned date after it in the search results (limited to 12 months before & after the current date) - e.g. Drench (22/11/18), Drench (22/01/19), etc. 

        • Example - A Treatment event named "Drench" is added to the Farm Plan for Type: Sheep, Class: Mixed Age and Category: Ewe, with a fixed date of 22/11/18. Later, the same event is added to the template with a 60 day lag time on the previously added event "Drench" which makes its event date 22/01/19. The next time that "Drench" is searched for as a dependent event, the search results return "Drench (22/11/18)" and "Drench (22/01/19)" to select from. 

  • "Repeat Event Annually" checkbox - select to set event to repeat every 12 months within the Type/Class/Category/Template​

    • Note: The checkbox will only be enabled if a Fixed Date is selected. If a dependent event is selected instead, the checkbox will not be displayed and the event will only be repeated if the dependent event is set to repeat​.

  • Notes:

    • Type/Class/Category/Template are not shown as they are not editable​ for existing events

 

Copy/Add Event

Selecting the COPY button when viewing an event (above) will display a screen similar to what is displayed below. This will pre-populate most event details. Only the Event Type and Event Name are uneditable.

The following fields are required before the SAVE button is activate:

  • TYPE

  • CLASS

  • CATEGORY

  • Template Name (search)

  • Scheduling Details - specifics dependent on the Schedule Type selected

Once the SAVE button is enabled and selected, it will:

  • Check that the event is not a duplicate to an existing event in the same Type/Class/Category/Template (if applicable) on the same date (as a result of the date scheduled or based on dependency details). If it is a duplicate, the following error message will be displayed "Duplicate Event. This event is already scheduled for the specified date. Please edit schedule details to allow the event to be saved" with EDIT SCHEDULE button that will remove the message.

  • If the event is not a duplicate on the same date, it will:

    • Add the event to the Farm Plan based on either the date selected or based on the dependency Lead or Lag Days specified

    • Save the event to repeat each year on the same date (if applicable)

    • (Coming soon) Expand the the applicable Type/Class/Category/Template row (if not currently expanded) and show the card for the event if it is scheduled for the 6 month timeframe shown. To see other timeframes, select the dropdown in the FROM box and select a different starting month and year for the 6 month view.

  • Save the event to repeat each year on the same date (if applicable)

 

Delete Event

Selecting the delete icon (trash can) on any card, that does not have other events dependent on it (either solid trash can or outlined trash can with dot in the middle), will display an overlay box similar what is shown below.

  • Select CANCEL to remove the overlay box and keep the event in the plan.

  • Select DELETE to remove the event from the plan.

    • Deleting a selected event from a Type/Class/Category/Template will not have any impact on other Type/Class/Category/Templates where the event has been assigned.

    • If the event to be deleted has been set to repeat annually, deleting the event will delete all future repeating events

Selecting the delete icon (trash can) on any card that does have other events dependent on it (outlined trash can icon) will display an overlay box similar what is shown below.

  • Select CANCEL to remove the overlay box and keep the event in the plan.

  • To continue to delete the selected event:

    • Search for a dependent event name in the search field (will be limited to the events currently saved in the Type/Class/Category/Template)

    • ​Once a dependent event is selected, the DELETE button will enable

    • Select DELETE to remove the event from the plan and move all dependencies to the new dependent event (existing lead/lag times will be retained)