How do I add a Behavior Check?

  • Updated

Requesting/Scheduling a Check

From the Animal's Record

To request a behavior check, navigate to the animal's record and the Behavior tab. On the Behavior Checks subtab, you'll see a blue "Request Behavior Check" button.

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Clicking on either the Behavior Check option will trigger a pop-up that asks for the date for which the check is requested, the reason for which it's requested, and any notes for the check request. 

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Configuration Note: The drop-down options on the "Reason" field are configurable in Configuration by users with configuration permissions.

When you've completed the fields and clicked "Save", you'll see that a pending check now displays on the Behavior Checks subtab. 

To delete a pending check, simply click the red "X" on the right side of the pending check row.

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Completing a Check

After a check has been requested via the animal's record, that check can be marked as complete via the Tasks page. 

On the Behavioral Task list, you can select a specific date range for pending checks, and you can also filter down based on animal type and location. In a list below the filters, you'll see all pending checks that are due over the date range you select. 

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To complete the pending check, click the checkbox to the right of the pending task you would like to update, and a pop up will appear to enter notes and complete the check. You will also have the option to schedule a recheck.

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