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Support  > Veterinarian Support  >  Planning  >  Manage Events

Manage Events

Overview

View Events

Add Event

Copy Event

Edit Event

Disable Event

View Default Event

Overview

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This screen provides the Account owner the ability to manage a list of events that can be added to Templates in the Manage Template screen or Farm Plans in the Manage Plans screen.

Overview

View Events

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When you select Manage Events from the menu, it will present a screen similar to what is displayed below. The information on the screen is as follows:

  • Search Events field - entering the full or partial (minimum of 3 letters) name of an event will filter the list and eliminate Events that do not match the entry. To see the full list again, simple delete the entry in the search bar.

  • Show disabled check box - if selected, it will show all disabled events. These will be differentiated by light gray type 

  • SELECT ACCOUNT button

    • If the user has access to only one Account, it will be pre-selected, the button disabled and the event listing for the account will be displayed

    • If the user has access to multiple Accounts:

      • The SELECT ACCOUNT button will be enabled and no events will be listed until an Account is selected

      • Once an Account is selected, it will display the listing of events for the Account

  • ADD EVENT button - this will open a screen to add a new event and associated details

  • Event Name - the combination of event name and event type must be unique at a minimum. If (optional) Plan Type/Class/Category is added, then the combination of Event Name, Event Type, Plan Type, Class & Category must be unique.

  • Event Type 

    • Farm​ - events completed on farm that do not involve administration of a Health Treatment

    • Service - Veterinarian services that do not involve the administration of a Health Treatment

    • Treatment - events that involve the administration of a Health Treatment

  • Plan Type (optional) - indicates the Type. Current options are: Farm, Cattle, Deer, Sheep

  • Class (optional unless Plan Type is selected) - indicates the Class based on the Type selected

    • 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  

  • Category (optional unless Plan Type is selected) - indicates the Category associated with the Class from above.

    • Farm

      • Stock - Cattle, Deer and Sheep​

      • Admin, Health & Safety, Land, Staff - no Categories

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

    • Deer - Hind, Mixed and Stag

    • Sheep - Ewe, Mixed, Ram and Wether

  • Date - will show either the last date edited or "Default" if it is a pre-populated event.

  • Overflow Menu (select 3 dots at end of row to display) - if selected, will present the following menu items​

    • Copy - presents a dialog to showing the event details and the Plan Type, Class and Category selection buttons active. Once a Plan Type, Class and Category is selected (that doesn't match an existing event), the event details can be edited and saved. 

    • Disable - if selected, this will present a dialog to confirm disabling. If confirmed, the event will be hidden from the screen (if Show disabled is not selected). In addition, disabling an event will make it unavailable to add to a Template or Farm Plan.

      • Notes:

        • Default events will not have this menu item. 

        • The overflow menu item will be labeled "Enable" if the Event is currently disabled.

    • Edit - will display an overlay box with the Event information for non-default event where some of the details can be edited

    • View - will display an overlay box with the Event information for default events. These event can not be edited.

View

Add Event

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To add Events to the Account on this screen:

  1. Select the ADD EVENT button

  2. This will open an overlay screen to select the Event Type

  3. Based on the Event Type selected, the overlay screen will display the following fields:
    • Event Type (required) - (Farm, Service or Treatment)

    • Plan Type (optional) - indicates the Type. Current options are: Farm, Cattle, Deer, Sheep

    • Class (optional unless Plan Type is selected) - indicates the Class based on the Type selected

      • 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  

    • Category (optional unless Plan Type is selected) - indicates the Category associated with the Class from above.

      • Farm

        • Stock - Cattle, Deer and Sheep​

        • Admin, Health & Safety, Land, Staff - no Categories

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

      • Deer - Hind, Mixed and Stag

      • Sheep - Ewe, Mixed, Ram and Wether

    • ​Event Name (required) - must be unique in combination with Event Type at a minimum. If (optional) Plan Type/Class/Category is added, then the combination of Event Name, Event Type, Plan Type, Class & Category must be unique.
      • If the event name matches an existing one for the Event Type and (optional) Plan Type, Class and Category selected a red error message "Duplicate" will show below the event name line
      • If the duplicate entry is left and another field is selected one of the following overlay boxes will be displayed
        • If the duplicate event is disabled, the overlay box will display "The Event Name, Event Type and (if selected) Plan Type, Class and Category is a duplicate and is disabled. To edit, first enable the event from the event listing" with a CANCEL button to remove the overlay
        • If the duplicate is a default event, the overlay box will display "The Event Name, Event Type and (if applicable) Plan Type, Class and Category is a default event and can not be edited" with a CANCEL button to remove the overlay
        • If the duplicate is enabled and not a default event the overlay box will display "The Event Name, Event Type and (if applicable) Plan Type, Class and Category is a duplicate. To view or edit the event details, select Copy, Edit or View from row overflow menu. To modify the Event Name, Event Type or (if applicable) Plan Type, Class and Category, select the CANCEL button."​
    • Purpose (optional) - short description of what the purpose of event is
    • Instructions (optional) - long description of how to perform the event
    • Health Treatment Details (required only for Treatment events):​

      • Health Treatment Name - Enter at least 3 letters of the Health Treatment name or Product Type into the search bar and select from matching names in drop down list​

      • Dosage Amount - Enter a numerical value (must be > 0)

      • 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​​

  4. The SAVE button will turn Green once all mandatory fields have been entered/selected. Once selected:

  • The overlay screen will be removed and the Event details will be added to a new row below the header. 

Add

Copy Event

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To copy the details of an event to create a new event with the same event type but different details:

  1. Select the row overflow icon (3 dots at end of row) and select Copy from the menu

  2. This will open an overlay screen with all of the details of the event with the Event Name, Plan Type, Class & Category editable

  3. As you make changes to any of these fields, the system will check for duplicates in the system.

    • If your changes match an existing event, your will see the following error message below the name field "The combination of Event Name, Plan Type, Class & Category matches an existing event".

    • As soon as you make changes that are unique, the error message will be removed and the SAVE button will be enabled.

  4. Selecting SAVE will remove the overlay and add the Event to the listing based on the details provided.

  5. To Edit the event details after this, select Edit from the row overflow menu (3 dots at the end of the row)

Copy
Edit

Edit Event

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To edit Events on this screen:

  1. Select the row overflow icon (3 dots at end of row) and select Edit from the menu

  2. This will open an overlay screen with all previous entries

  3. All fields except Event Type, Plan Type, Class, Category and Event Name can be edited​

    • If Plan Type, Class and Category was not selected on Event creation, it can not be added. Use Copy function to add.

    • If a new Health Treatment is selected from search results, the Dosage Unit of Measure will be updated to match​

  4. The SAVE button will turn Green once any field is edited. Once selected, the overlay screen will be removed and the Event details will be updated in the row.

Disable

Disable Events

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To disable an Event:

  1. Select the row overflow (3 dots at the right end of the row)

  2. Select Disable from the menu

  3. This will open an overlay box similar to what is shown below

  4. If the DISABLE button is selected to confirm the action, it will: 

    • Hide the Event from the screen unless the Show disabled box is checked. If so, it will be displayed in light gray text and the overflow menu will show Enable

    • Make the Event unavailable to add to a Farm Plan Template or a Farm Plan (will not be displayed in drop down menu of Events)

View

View Default Event

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To view a default Event:

  1. Select the row overflow (3 dots at the right end of the row)

  2. Select View from the menu (this is the only available menu option for Default events)

  3. This will open an overlay box similar to what is shown below

  4. All fields are uneditable

  5. Select CLOSE to return to the Event List

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