Shelterluv gives you the ability to define categories for your animal's behavior, medical needs, required volunteer level, and the level of adopter experience needed for proper care.
To configure your medical categories, click your Username > Configuration > Medical > Medical Categories.
To configure your adopter, behavior, or volunteer categories, click your Username > Configuration > Behavior and Categories.
What user permissions do I need to configure categories?
- Configure my shelter and its users (for the adopter, behavior, or volunteer categories only)
- Configure my shelter's medical module (for the medical categories only)
Configuration is only accessible through a desktop or laptop. You cannot access the Configuration section on a mobile device.
Prefer watching over reading? Check out the video below!
How to Configure Your Categories
This article will demonstrate how to configure a medical category, but you can apply the exact same steps to your adopter, behavior, and volunteer categories in the General Shelter Behavior and Categories configuration section.
Follow these steps to configure a new category:
- From the appropriate category configuration section, click a species followed by the
Add Category button.
- Enter the new category's name and click the green checkmark
button.
How to Edit or Delete a Category
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Follow these steps to edit a category:
- Click directly on the underlined name.
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Make your adjustments and click the green checkmark
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Follow these steps to delete a category:
- Click the trashcan on the right-hand side of the category.
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Read the warning and click the red Delete button.
How to Assign a Category to an Animal Record
Follow these steps to assign or update an animal's category:
- From the animal record's Profile tab, scroll down to the Categories section.
- Under the appropriate category, click the underlined category name or None if the animal does not have an assigned category.
- Choose a category from the dropdown menu and click the green checkmark