Set Up - Add, Edit, Delete Indemnities / Waivers

This process updates the Indemnity/Waiver drop-down list and description box located on the Medical Notes page and the Behaviour Assessment page. 

IMPORTANT: Copying and pasting text from a Word document directly into the fields described below will add unwanted characters to the text. We recommend either typing directly into the field or copying the text you want into a Note page first to clean it of these unwanted characters before pasting into the text fields. 

At this time, indemnities/waivers do not have the ability to support text formatting: all text is plain. 

The character limit for each indemnity/waiver is 5000 characters (including spaces and returns). 

You require access to the Administration menu to process this function.

1. Click on the Administration link in the Orange Menu on the left-hand side of the screen.
2. Click on the Edit Drop Down Lists

To Add an indemnity/waiver:

1. Locate the Indemnities
2. Click on the Add link to add a new indemnity/waiver. This will generate a popup window.
3. Indemnity Group: click on the down arrow to select the area(s) this indemnity/waiver will display.
   • Vet: This option means the indemnity/waiver can only be applied via the Medical Details page and pertains only to medical information.
   • Behaviour: This option means the indemnity/waiver can only be applied via the Behaviour Assessment page and pertains exclusively to behavioural information. 
   • Both: This option means the indemnity/waiver can be applied via either the Medical Details page OR the Behaviour Assessment page and contains information that affects both the health and the behaviour of the animal.  
4. Indemnity: enter the name of the indemnity/waiver.
5. Indemnity Text: enter the actual verbiage for the indemnity/waiver. For best results, add at least one return at the bottom. 
6. Click Add Indemnity. The popup window will disappear.

 To Edit an indemnity/waiver:

1.   Locate the Indemnities
2. Click on the Edit link to edit an existing indemnity/waiver. This will generate a popup window.
3. Indemnity: click on the down arrow to select the indemnity/waiver that is to be altered.
4. Indemnity Group: click on the down arrow to change the area(s) this indemnity/waiver will display, if applicable.
5. New Indemnity: enter the new/correct name of the indemnity/waiver, if applicable.
6. New Indemnity Text: edit the actual verbiage for the indemnity/waiver, if applicable. For best results, ensure there is at least one return below the text. 
7. Click Edit Indemnity. The popup window will disappear.

To Delete an indemnity/waiver:

1. Locate the Indemnities
2. Click on the Delete link to delete an existing indemnity/waiver. This will generate a popup window.
3. Indemnity: click on the down arrow to select the indemnity/waiver to be deleted.
4. Click Delete Indemnity. Click   The popup window will disappear.

If you would like to set up a general waiver/indemnities, or some verbiage to frame any indemnity issued to an animal, you can do so here: Set-up Waiver/Indemnity General Template.