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Farm Plan

November 2019 Release

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 weekly and daily task lists (coming January 2020)

View/Edit Plan

If your user account has access to more than one farm, the following screen will be displayed on login. Select the SELECT FARM to dropdown to select one of the farms that your user account has access to.

Note: If your user account only has access to one farm, that farm will be selected by default showing the Farm Plan for that farm.

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. The information on the screen is as follows:

  • FARM NAME - select the drop down arrow to select a different farm from the list that your account has access to

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

    • Note: This is defaulted to the current month and year when Farm is selected 

  • 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)  

      • All rows without information for the selected 6 month timeframe will be collapsed by default. Select the collapse arrow to the right of the Type or Class-Category to hide the details of expanded rows.​

      • 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 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 - 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

        • Delete icon (trash can) - select this to delete event from the plan

        • Event Type - either Farm, Service or Treatment

        • Event Due Date

Add Event

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

  1. Select the Event Type - this will drive the available Event Names to search (Farm, Service or Treatment) and the required fields (adds required Health Treatment/dosage fields for Treatment events)

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

  3. Select Class - 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 - 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. ​Event Name (required) - must be unique in combination with Event Type.

    • If this combination matches an existing event in the Type/Class/Category selected, it will populate the purpose, instructions & Health Treatment details (if applicable) for the matching event. If any of these are edited here, it will update the event details for all matching events that are scheduled for the current or future dates (once date is selected below).

    • Completing this field (matching or not) will enable the Health Treatment section for edits if it is a Treatment event

    • If it is not a Treatment event, completing the Event Name will enable the Schedule section

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

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

  8. Health Treatment Details (required only 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​​

    • Note: The Schedule section will be enabled after these fields have been completed

  9. 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 the events currently saved in the Type/Class/Category)

        • In an upcoming release, Farm (Stock) events of the same animal type will also be available in the search results

      • 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 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. 

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

    • Note: The checkbox will only be enabled if a Fixed Date is selected. If a dependent event is selected instead, the checkbox will be disabled and the event will only be repeated if the dependent event is set to repeat​

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

  12. Select the SAVE button which will:

    • Check that the event is not a duplicate to an existing event in the same Type/Class/Category (if applicable) on the same date (as a result of the date scheduled or based on dependency details). If it is a duplicate, an error message will be displayed with the duplicate event name and date. If this event is deleted or moved to a different date, then the system will allow the event to be added.

    • If the event is not a duplicate on the same date, it will be added 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)

    • Expand the the applicable Type/Class/Category 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 dropdowns in the FROM box and select a different starting month and year for the 6 month view.

View/Edit 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:

  • 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 (if applicable) on the same date (as a result of the date scheduled or based on dependency details). If it is a duplicate, an error message will be displayed with the duplicate event name and date. If this event is deleted or moved to a different date, then the system will allow the event to be added.

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

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

      • Edits to Purpose, Instructions or Health Treatments will be applied to the current event and all duplicate events in the same Type/Class/Category scheduled for the future of the event being edited

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

    • Notes: 

      • If the event being edited is set to repeat annually, the edits will be reflected in the event itself and all future repeated events

      • 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. These will be limited to the events in the same Type/Class/Category

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

      • Note: If Dependent Event Name is changed, the Lead/Lag Days will be deleted and a new entry required​

  • Notes:

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

Delete Event

Selecting the delete icon (trash can) on any card, that does not have other events dependent on it, 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.

    • If the event to be deleted has been assigned more than once for a Type/Class/Category, deleting the event will not have any impact on other places 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 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)

    • ​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)