How to Schedule and Complete a Vaccine on an Animal Record

Shelterluv's vaccines feature will give you the tools to schedule and complete your routine vaccinations on an animal record. Whether making your daily rounds or running a weekend event, we have you covered!

You can also complete a previously scheduled vaccine from the Task Manager, which you can learn more about here - How to Complete Medical Items with Tasks.

What user permissions do I need to add a vaccine to an animal record?

  • Add medical data to animal records

What do I need to configure before I add vaccines to animal records?

alert-outline.svg
Note
Configuration is only accessible through a desktop or laptop. You cannot access the Configuration section on a mobile device.

 

Learn your way

Prefer watching over reading? Check out the video below!


How to Schedule a Vaccine


Follow the steps below to schedule a vaccine:

  1. From the animal record, click the Medical > Vaccines tab, then the Schedule Vaccine button.
  2. Fill out the Schedule Vaccine form and click the green Schedule Vaccine button.

You will also have the option to schedule additional vaccines using the outline-add-circle.svg Add Another Vaccine button at the bottom of the form.

Schedule Vaccine.gif

You will see scheduled vaccine(s) highlighted in blue and completed vaccines highlighted in grey. To view the details of a vaccine, select the arrow-down.svg arrow on the right-hand side.

Vaccine Details.png

How to Complete a Vaccine


alert-outline.svg
Note
Completing a scheduled or new vaccine differs slightly. Use the tabs below to view both options.
  • Follow these steps to complete a scheduled vaccine:

      • Click the three dots more-overflow.svg on the right-hand side of the vaccine and choose outline-check-circle.svg Complete from the dropdown menu.

      • Fill out the Complete Vaccine form and click the green Complete Vaccine button.

    Complete

    You will now see the completed vaccine highlighted in grey and a scheduled vaccine highlighted in blue based on the due date you entered when completing the vaccine.

  • Follow these steps to complete a new vaccine:

      • From the animal record, click the Medical > Vaccines tab, then the Complete Vaccine button.

      • Fill out the Complete Vaccine form and either complete it manually or choose from one of your vaccine Quick Fill Templates to auto-fill the form.

      • Click the green Complete Vaccine button.

    Complete

How to Edit and Delete a Vaccine


  • Follow these steps to edit a vaccine:

    • Click the three dots more-overflow.svg on the right-hand side of the vaccine and choose outline-edit.svg Edit from the dropdown menu.

    • Make your adjustments and click the green Update Vaccine button.

    Edit Vaccine.png

    If a user edits a completed vaccine, you will be able to see a complete log of each edit that was made. To do this, click the three dots on the right and choose list.svg View Edits from the dropdown menu.

    Keep in mind that you will only see this option if the completed treatment has been edited.

    View Edits.gif

  • Follow these steps to delete a vaccine:

    • Click the three dots more-overflow.svg on the right-hand side of the vaccine and choose outline-trash-delete.svg Delete from the dropdown menu.

    • Read the warning and click the red Delete button. Once you delete the vaccine, you will see the Show Deleted Vaccines button, which will display the deleted vaccine, the user that deleted it, and the deletion date.

    Delete Vaccine.png

    Warning-Outline.svg
    Warning
    You cannot recover a vaccine that you delete.

Vaccination History Document


Once you schedule or complete a vaccine on an animal record, the system-generated Vaccination History Document will show under the animal's Files tab.

Files Tab.png

 

Vaccination History Document.png