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Manage Events

August 2019 Release

Overview

This screen provides the Account owner the ability to manage a list of events that can be added to Farm Plan Templates or directly to Farm Plans for Farms. 

 

View Events

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 - it 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 event listing 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

  • 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

  • Purpose - a short description of what the purpose of event is (optional)

  • 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​

    • 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.

    • 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 Animal Health Plan.

      • Notes:

        • Default events will not have this menu item. 

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

 

Add Event

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)
    • ​Event Name (required) - must be unique in combination with Event Type.
      • If the event name matches an existing one for the type selected while typing a red error message "Duplicate" will show below the 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 and type 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 and type 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 and type is a duplicate. To view and edit the event details, select the EDIT button. To modify the event name and/or type, select the CANCEL button."
          • Note: If EDIT is selected it will populate all fields from the event. ​The SAVE button will only activate if any of these fields are edited or if blank fields are filled in.
    • 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 and select from matching names in drop down list

        • ​Entering the Health Treatment Product Type will also show a listing of Health Treatments that match the Product Type​

      • 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. 

 

Edit Event

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 and Event Name can be edited

    • Note: If a new Health Treatment is selected from search results, the Dosage Unit of Measure will be update 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 Events

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 Default Event

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