How to Configure Your Behavior Plans

Your behavior specialists can use behavior plans to track important information in Shelterluv for animals in your care.

If you want to learn more about how to add a behavior plan to an animal's record, please click here - How to Add and Edit a Behavior Plan

Click your Username > Behavioral and Categories > Behavior Plans to get started.

What user permissions do I need to configure behavior plans?

  • Configure my shelter and its users
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 Create a New Behavior Plan


Follow these steps to configure a new behavior plan:

  1. From the Behavioral Plan configuration subsection, click a species followed by the green outline-add-circle.svg Add Plan button.
  2. Enter the new behavior plan's name and click the green Add Plan button.
  3. To add a plan item, click the outline-add-circle.svg Add Plan Item button.
  4. Enter a name, choose a question type (single choice, multiple choice, or date), and then click the green Add Item button.
  5. To add a directive, click the outline-add-circle.svg Add Directive button, enter a name, and click the green checkmark check.svg button.

Create New Behavior Plan.gif

How to Edit and Delete a Behavior Plan


  • Follow these steps to edit a behavior plan:

      1. From the Behavioral Plans configuration subsection, click the Behavior Plan button and choose a plan from the dropdown menu.
      2. Click directly on the underlined name, item, or directive, make your adjustments, and click the green checkmark check.svg button.
      3. Use the double lines drag-handle.svg on the left-hand side of the directive's name to reorder the plan.

    Edit Behavior Plan.gif

  • Follow these steps to delete a behavior plan:

      1. From the Behavioral Plans configuration subsection, click the Behavior Plan button and choose a plan from the dropdown menu.
      2. Click the trashcan outline-trash-delete.svg next to the behavior plan's name.
      3. Check the Yes, I want to delete this behavior plan box, read the warning, and click the red Delete button.

    Delete Behavior Plan.gif

    Warning-Outline.svg
    Warning
    You cannot recover behavior plans that you delete.