How to Request and Complete a Behavior Check

Behavior checks are a great tool for your staff to use when they notice an animal in a behavior that needs to be further evaluated.

What user permissions do I need to request or complete behavior checks?

  • Create & edit animal records (needed to request)
  • Add medical data to animal records (needed to complete)

What do I need to configure before I request or complete behavior checks?

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

 

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How to Request a Behavior Check


You can request a behavior check from an animal record via the Add Check button or the Behavioral > Behavior Checks tab.

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Note
Click the different tabs below to navigate.
  • Follow these steps to request a behavior check from the outline-add-circle.svg Add Check button:

      • Click the outline-add-circle.svg Add Check button on the right-hand side of the animal's profile picture.

      • Choose the Request Behavior Check button.

      • Fill out the Request Behavior Check form and click the green Save button.

    Add Behavior Check Profile Button.gif

  • Follow these steps to request a behavior check from the Behavioral tab:

      • From the animal record, click the Behavioral > Behavior Checks tab.

      • Click the outline-add-circle.svg Request Behavior Check button.

      • Fill out the Request Behavior Check form and click the green Save button.

    Add Behavior Check From Behavior Tab.gif

After you request a behavior check, you will see it highlighted in blue under the Behavioral > Behavior Checks tab. Click the arrow Arrow_Icon.svg on the right-hand side to view the behavior check's details.

Behavior Check Details.png

How to Complete a Behavior Check


You can complete a requested behavior check from the animal's profile or Tasks. Click each tab below to view both options:

  • Follow these steps to complete a requested behavior check in Tasks:

    1. Click outline-check-circle.svg Tasks in the menu bar.
    2. Click the building-outline.svg Behavioral tab.
    3. Adjust your date range if needed or toggle the Show Overdue option to find the needed behavior check.
    4. Check the box next to the behavior check you need to complete, then click the green outline-check-circle.svg Complete button.
    5. If needed, update who examined the animal, add a memo, and schedule a follow up check. Once you're done, click the green Complete Check button.

    Complete Behavior Check.gif

  • Follow these steps to complete a requested behavior check on the animal profile:

    1. On the animal record, click the behavioral-outline.svg Behavioral > Behavior Checks tab.
    2. Click the more-overflow.svg three dots on the right of the requested behavior check and choose outline-check-circle.svg Complete from the dropdown menu.
    3. Fill out the Complete Behavior Check form and click the green Complete Check button.

    Complete Behavior Check From Animal Profile.gif

How to Edit or Delete a Behavior Check


  • Follow these steps to edit a behavior check:

      • From the animal record, click the three dots more-overflow.svg on the right-hand side of the behavior check and choose outline-edit.svg Edit from the dropdown menu.

      • Make your adjustments and click the green Save button to save your changes.

    Edit Behavior Check.gif

  • Follow these steps to delete a behavior check:

      • Click the three dots more-overflow.svg on the right-hand side of the behavior check and choose outline-trash-delete.svg Delete from the dropdown menu.
      • Read the warning and click the red Delete button.

    Delete Behavior Check.gif

     

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    Warning
    You cannot recover behavior checks that you delete.