This process updates the Category drop-down list on the General Animal Notes popup window located in the Animal Menu on the Edit Animal Details page, on the Vet Notes popup window located in the Animal Menu on the Medical Notes page, on the Vet Notes – Consultation popup window located on the Add and Edit Consultation popup windows located in the Vet Treatment menu on the Medical Notes page, and on the Dispatch Notes popup window located in the Dispatch Menu on the Dispatch Details page.
You must have access to the Administration menu to process this function.
- Click on the Administration link in the Orange Menu on the left-hand side of the screen.
- Click on the Edit Drop Down Lists
To Add a category:
- Locate the Note Category
- Click on the Add link to add a new category. This will generate a popup window.
- Note Type: click on the down arrow and select the note type that the category will apply to (Dispatch Notes, General Animal Notes, Vet Notes, or Vet Notes – Consultation).
- Category: enter the name of the new category.
- The public can view these notes: click this box if the note category is for internal view only. Marking this box will hide comments in this category from appearing on the Medical Details form and, if your site is connected to it, prevent these notes from uploading to Activ4Pets. Contact support@shelterbuddy.com for more information on the Activ4Pets connection.
- Click Add Animal Note Categories. The popup window will disappear.
To Edit a category:
- Locate the Note Category
- Click on the Edit link to edit an existing category. This will generate a popup window.
- Note Type: click on the down arrow to select the note type the category to be altered is listed under.
- Category: click on the down arrow to select the existing category to be altered.
- New Category: enter the correct / new category.
- The public can view these notes: click this box if the note category is for internal view only. Marking this box will hide comments in this category from appearing on the Medical Details form and, if your site is connected to it, prevent these notes from uploading to Activ4Pets.
- Click Edit Animal Note Categories. The popup window will disappear.
To Delete a category:
- Locate the Note Category
- Click on the Delete link to delete an existing category. This will generate a popup window.
- Note Type: click on the down arrow to select not type the category to be deleted is listed under.
- Category: click on the down arrow to select the category to be deleted.
- Click Delete Animal Note Categories. Click The popup window will disappear.
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