Behavior plans can be added directly from the animal's profile and allow your behavior specialists to record vital information in Shelterluv when working with animals in your custody.

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

• Create & edit animal records

What do I need to configure before I add a behavior plan to an animal record?

• How to Configure Your Behavior Plans

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

How to Add a New Behavior Plan

Follow these steps to add a behavior plan to an animal record:

1. From the animal record, click the Behavioral> Plan tab.
2. Click the green Add Plan button and choose one of your configured behavior plans from the dropdown menu.
3. Fill out the Add Plan form and click the green Add Plan button.

After you add a behavior plan, you will see it under the Behavioral > Plan tab. Click the arrow on the right-hand side to view the plan's details.

How to Edit or Delete a Behavior Plan

• Follow these steps to edit a behavior plan:

  1. From the animal record, click the Behavioral> Plan tab.

  2. Click the three dots on the right-hand side of the behavior plan and choose Edit from the dropdown menu.

  3. Make your adjustments in the Edit Plan form and click the green Save button to save your changes.

  

• Follow these steps to delete a behavior plan:

  1. From the animal record, click the Behavioral> Plan tab.

  2. Click the three dots on the right-hand side of the behavior plan and choose Delete from the dropdown menu.

  3. Read the warning and click the red Delete button.

  

  

  Warning
  You cannot delete behavior plans that you delete

Behavior Plans Document

After you add a behavior plan to an animal record, the Behavior Plans document will be available under the animal's Files tab.