Add Movement

Add a Movement via;

  • Quick Add menu - + in top right-hand corner next to user profile
  • Schedule/Movement view - select Add Procedure
  • Horse list/More option - Allows multiple horses to be selected to add movement. 
  • Horse/Procedure tab - Under an individual horse, select Add Movement

All options, except when under an individual horse, allows for multiple horses to be selected when adding a movement. 

To add a movement , select the Add movement option

 

Arrival / Move

When Arrival / Move is selected, the horse’s status will update based on the Status chosen.

Fields

  • Horse(s)*
    One or multiple horses can be selected using search or advanced filters.
  • Effective Date*
    The date the horse arrives at or moves to the internal location.
  • Location*
    Only internal locations created by the user will be available when Arrival / Move is selected.
  • Facility / Sub-Facility
    Optional. Availability depends on how the selected location has been configured.
  • Status*
    Displays all services created with Type = Daily Charge.
  • Day Rate*
    Automatically populated from the selected service’s day rate, but can be customised if required.
  • Notes
    Free-text field for additional information.

Departure

When Departure is selected, the horse’s status will automatically change to Departed.

Fields

  • Horse(s)*
    One or multiple horses can be selected using search or advanced filters.
  • Effective Date*
    The date the horse departs from the location.
  • Location*
    The user can search for an existing external location or add a new one.
  • Archive Horse
    If checked, the horse will be archived upon departure.
  • Notes
    Free-text field for additional information.

 

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