Reminders

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

Once selected, follow these steps…

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

2. Select [Reminders] from the menu tabs.

3. Select [Add new] or [Inline Add]

4. Enter the fields below. A & B are the only required fields.

          A. *Activity Type – Select an option from the drop-down menu (i.e., exam reminder, vaccine reminder, treatment reminder, medication reminder, etc.)

          B. *Date Due – Enter the date the reminder is due.

          C. Notes – Enter any detailed noted you wish to add to go along with the reminder.

          D. Assigned To – Enter a person who will be assigned to follow up on the reminder/perform reminder.

          E. Once all required data is entered, click [Save] button at bottom of screen.

         F. There is an option to [Insert Template Text]. Please see separate instructions on how to do this as they need to be created prior to using. 

5. Now your reminders will appear in the list.

6. You can edit or delete a reminder from the list

A. Edit by selecting the [Edit] icon (pencil) – the fields shown in #4 will appear. Edit what needs to be edited, and click [Save] when finished.

          B. Delete by clicking on the box to left in the row you wish to delete. This will activate the [Delete] button. Click on [Delete] and confirm on the pop-up window by clicking [OK].