Lab, Add new / Edit or Delete

To begin, follow steps on searching /selecting the dog with which you would like to add/edit their file.

Once the dog is selected, follow these steps…

1.Select the [Show Details] icon to the left of the dog’s name.

2. Select the [Lab] tab.

         

3. Click the [Add new] or [Inline Add] – Either of these options will provide the same menu. [Add new] will pop-up a new window, whereas [Inline Add] will add a row below the blue bar to create a list.

4. Next in the pop-up or the row line that appears, enter the following required information…

           A. Date

           B. What Was Done – Select a lab from the drop-down menu, if you do not see the lab you are looking for select [Add new] in blue print under the field to add it.

           C. Who Did It – Enter the person running the lab (this could be a clinic name or person), if they are not already in the system; select [Add new] in blue print under the field to add them. Be sure you are not entering a duplicate first. Search First and Last name and ensure spelling is accurate.

           D. Days Due Again

           E. Once all information is entered click [Save] at the bottom of window.

             OR 

The rest of the info is good to enter if you have it, but not required to save.

          A. Normal – select from drop-down menu Yes or No.

          B. Notes – Enter any additional details/information you want to add here.

Be sure to save any added information before exiting

C. There is also an option at the top of the window to [Insert Template Text]. Please see separate instructions on how to do this. 

A good example of a template that could be used here would be to create the indications for a urinalysis. You can create as many templates as you would like. They will appear in a drop-down list for you to choose from.

            

5. Once entered and saved, the kennel tasks entered will appear in the list on the main kennel tasks tab page. If needing to edit (or add more info) later on or you need to delete if added in error, you can now do this.

     5.A. To edit an entry, simply select the [Edit] icon – the box with a pencil in the corner, to the left in the row you wish to edit. The previous fields from #4 will appear. Edit / add info to which ones are needed and click [Save] when finished.

     5.B. If you are needing to delete a record, click the box to the left of the row and by doing so it will activate the [Delete] button. Click [Delete]. 

     5.C. It will prompt you to confirm you want to delete the record by clicking [Ok] on the next pop-up window.