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Manage Plans

Overview

This screen enables you to create, view or modify Farm Plans. Once saved, Farm users can view and edit their plan. 

Notes on upcoming changes:

  • Change the hierarchy nomenclature to from Plan Type/Plan Class/Gender to Type/Class/Category

  • Add Category for Type: Farm, Class: Stock. Categories options will be: Cattle, Deer, Sheep

  • Add the ability to link a template start to a Farm - Stock - Category event that matches the Animal Type - e.g. adding a new template to a farm under Type - Cattle, Class - R1, Category - Bull can set the start date dependent on a Farm - Stock - Cattle event "Mating" with a lead time of 60 days

 

Create Plan

To create a new Farm Plan, an Account and associated Farm must be selected. 

  • If the user has access to only one Account

    • The SELECT ACCOUNT button will be pre-populated and the button disabled

    • The SELECT FARM button will be enabled. If a Farm is selected, it will present the Farm Plan for the Farm below​​

  • If the user has access to multiple Accounts and Farms, only the SELECT ACCOUNT button will be enabled. Once an Account is selected, it will:

    • Enable the SELECT FARM button. If a Farm is selected, it will present the Farm Plan for the Farm below​​

  • If the Account selection is changed, this will:

    • Remove the Farm plan

    • Remove any Farm selections and change this button to SELECT FARM

  • If the Farm is changed, this will change the Farm Plan to the Farm selected

 

If the farm does not have a plan, it will present a screen similar to what is displayed below. Start adding templates or individual events to the template by selecting one of the buttons at the top right. 

If ADD TEMPLATE is selected, it will present a screen similar to what is displayed below. To add the template:

  1. Select a Type - Cattle, Deer, Farm or Sheep. This will enable the Class button

  2. Select a Class - these will be dependent on the Type chosen. This will enable the Category button unless Farm - Admin, Health & Safety, Land or Staff is selected as Class (these do not currently have Categories).

    • 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  

  3. Select a Category - the options will be dependent on the Type selected. 

    • Farm (Stock only) - Cattle, Deer and Sheep

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

    • Deer - Hind, Mixed and Stag

    • Sheep - Ewe, Mixed, Ram and Wether

  4. Search templates field - entering the full or partial (minimum of 3 letters) name of a template will filter the list and eliminate templates that do not match the entry. To see the full list again, delete the entry in the search bar.

    • Note: Templates available in the search field will be limited to the Type/Class/Category (if applicable) selected above.

  5. Select the template start date

    • Notes:

      • The template start date will be limited to 1 year before and 1 year after the current date.​

      • As noted above, in an upcoming release, you will also be able to have the start date dependent on a Farm - Stock event of the same animal type. Once this is implemented, the "Repeat Events Annually" checkbox shown below will be disabled if a dependent event is selected. The template events will only be repeated if the dependent event is set to repeat

  6. OPTIONAL: Select "Repeat Events Annually" checkbox to set all events assigned in the template to repeat every 12 months going forward

    • Note: If the checkbox is selected​ and events are set to repeat every 12 months:

      • If an event is edited (scheduled date or details), these edits will be reflected in the event itself and all future repeated events

      • If a future event is edited, edits to previous events will not be reflected in it or future repeated events (i.e. breaks the link)

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

      • If an event is deleted, this will delete all future repeated events also

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

  8. Select the SAVE button which will:

    • Check that the same template has not been added to the Type/Class/Category previously. If it has been added previously, it will display an warning message "This template has previously been added to this Type/Class/Category row. Select CANCEL to cancel this action or DISMISS to add the template"

    • If the template being added contains a duplicate event that will be scheduled on the same date as an existing event, an error message will be displayed with duplicate event names and dates. If these events are deleted or moved to a different date, then the system will allow the template to be added

    • Add all the template events to the Farm Plan based on the start date and dependency lead or lag times specified in the template

    • Save all events to repeat each year on the same date (if checkbox is selected)

    • Expand the the applicable Type/Class/Category row (if not currently expanded) and show cards for all events if they are scheduled for the 6 month timeframe shown. To see other timeframes, select the dropdowns in the FROM box and select a different starting month & year for the 6 month view.

    • If there are Treatment events included in the template that include Health Treatments that are not currently assigned to the farm, they will be added to the Farm's Health Treatments listing as added by the Account level (vs. Farm level)

If ADD EVENT is selected, it will present a screen similar to what is displayed below. To add an event:

  1. Select the Event Type - this will drive the available Event Names to search (Farm, Service or Treatment)

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

  3. Select a Class - these will be dependent on the Type chosen. This will enable the Category button unless Farm - Admin, Health & Safety, Land or Staff is selected as Class (these do not currently have Categories).

    • 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 Type selected. 

    • Farm (Stock only) - Cattle, Deer and Sheep

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

    • Deer - Hind, Mixed and Stag

    • Sheep - Ewe, Mixed, Ram and Wether

  5. Search for an available event by entering at least 3 letters of the event name in the search bar. This will present a list of matching events below the search bar to select from

    • Note - Events available in the search field will be limited to the Type/Class/Category selected above.

  6. Select an event from the list. This will enable the Schedule Type button

  7. 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

        ​Once a dependent event is selected, enter a number in the Lead (-) or Lag (+) Days line
        • This will be limited to the events currently saved in the Plan Type, Class & Gender

        • As noted above, in an upcoming release, the events available will include Farm - Stock events of the same animal type

      • 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 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. 

  8. OPTIONAL: Select "Repeat Event Annually" checkbox to set event to repeat every 12 months

    • 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​

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

  10. 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.

    • If the event being added is a Treatment event that includes a Health Treatment that is not currently assigned to the farm, the treatment will be added to the Farm's Health Treatments listing as added by the Account level.

View/Edit Plan

If the farm has events saved to the plan, it will display a screen similar to what is shown below once the farm is selected. All rows with events scheduled for the 6 month timeframe will be expanded by default. The information on the screen is as follows:

  • ACCOUNT NAME - If the user has access to only one Account the SELECT ACCOUNT button will be pre-populated with the Account Name and the button disabled. If the user has access to multiple Accounts, only the SELECT ACCOUNT button will be enabled. Once an Account is selected, it will enable the SELECT FARM button. 

  • FARM NAME - If the user has access to only on Farm for the Account, the SELECT FARM button will be pre-populated with the Farm and the button disabled. If the user has access to multiple Farms, use the drop down arrow to select a farm from the list

  • FROM: Select the starting month and year for the 6 months 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 TEMPLATE - will open the dialog to add a previously defined (or default) template to the farm plan

  • ADD EVENT - will open the dialog to add a previously defined (or default) 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 the Type will be fixed by Class associated with farm planning activities and Category only assigned to  the Stock Class with these associated with animal types 

      • The rows with the Cattle, Deer & Sheep Type 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

 

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 edits do not make it 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 edits don not make it a duplicate on the same date, it will be updated and moved to the appropriate date 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)

    • If the event edits include changing a Treatment event  to a Health Treatment that is not currently assigned to the farm, the treatment will be added to the Farm's Health Treatments listing as added by the Account level.

    • 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 (will be limited to the events currently saved in the Type/Class/Category (if applicable)

      • 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

    • Repeat Event Annually checkbox to set event to repeat every 12 months ​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​

  • Notes:

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

    • Edits made here are saved only to the Farm Plan - not to the Account level 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.

  • Notes:

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

    • If the event being deleted is set to repeat annually, this will delete all future repeated events also within the Type/Class/Category but not previous 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 and lag days will be applied to the new dependent event)