Our Field & Community Services module shares the same animal, and people records you see in your Shelterluv account.
What user permissions do I need to access Field Services and view records?
- Field & Community Services access
- Can add/edit activities and cases
Searching Records
You can select the different tabs below to navigate!
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You can search for an animal by:
- Animal Name
- Microchip Number
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Shelterluv ID (only the number in the ID, exclude your shelter prefix and A)
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You can search for a person by:
- First Name
- Last Name
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Phone Number (only numbers, exclude all other symbols and spaces)
Linking New and Existing Associated Records
When you are adding Associated Animals or Associated People, you will be able to:
- Search and link an existing Shelterluv record, or
- Create a new Shelterluv record directly from Field & Community Services
Creating and Intaking Animal Records
When you create a new animal record through Field & Community Services, you must select a person first (just like you usually do in Shelterluv) - this creates a Previously Owned Animal under that person record in your main Shelterluv account.
From that person’s Animals tab in your Shelterluv account, you can process a Service, Owner Surrender, Stray intake, or transfer to a new owner and then process an intake.
If you need to process another intake type, such as Feral/Wildlife, create the animal record from the Shelterluv side.
Individual Records
You can view records and case/activity histories of people and animals by clicking on their names when searching, adding, or editing associated records.
The number displayed in parenthesis next to their name indicates how many cases/activities they are associated with.
Person records will include the following:
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Animal records will include the following:
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A red Field Services Record flag is displayed on each person or animal’s main Shelterluv record if associated with any cases or activities.
Users with access to Field & Community Services can select the link to get to the Field & Community Services version of the record.
Although users without the Field Services Access user permission cannot select the flag, it will serve as a reminder that they may need to ask another team member, one with access to Field & Community Services, for more information.