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?
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 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.
Click the different tabs below to navigate.
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Follow these steps to request a behavior check from the
Add Check button:
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Click the
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Choose the Request Behavior Check button.
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Fill out the Request Behavior Check form and click the green Save button.
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Follow these steps to request a behavior check from the Behavioral tab:
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From the animal record, click the Behavioral > Behavior Checks tab.
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Click the
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Fill out the Request Behavior Check form and click the green Save button.
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After you request a behavior check, you will see it highlighted in blue under the Behavioral > Behavior Checks tab. Click the arrow on the right-hand side to view the behavior check's details.
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:
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Follow these steps to complete a requested behavior check in Tasks:
- Click
Tasks in the menu bar.
- Click the
Behavioral tab.
- Adjust your date range if needed or toggle the Show Overdue option to find the needed behavior check.
- Check the box next to the behavior check you need to complete, then click the green
- 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.
- Click
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Follow these steps to complete a requested behavior check on the animal profile:
- On the animal record, click the
Behavioral > Behavior Checks tab.
- Click the
three dots on the right of the requested behavior check and choose
- Fill out the Complete Behavior Check form and click the green Complete Check button.
- On the animal record, click the
How to Edit or Delete a Behavior Check
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Follow these steps to edit a behavior check:
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From the animal record, click the three dots
Edit from the dropdown menu.
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Make your adjustments and click the green Save button to save your changes.
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Follow these steps to delete a behavior check:
- Click the three dots
Delete from the dropdown menu.
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Read the warning and click the red Delete button.
Warning
You cannot recover behavior checks that you delete. - Click the three dots