Maintain Physical / Visual Exam By List


This process manages the list of who may be assigned to a Physical / Visual Exam, and whether they are eligible for just Physical, just Visual, or both.   

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
  • Locate the option Physical / Visual Exam By and click the link Maintain
  • A pop-up window will open. You may wish to either maximise the window or expand the window for greater visibility if required. 
  • The pop-up will display a list of everyone assigned as eligible to perform a Physical or Visual Exam, including information on whether they are linked with a Shelter Buddy user on your site and if they are assigned just for Physical exams, or just Visual, or both. 
  •  Use the drop-down at the top to filter results based on users assigned to a specific Physical Location. NOTE: If a person is not linked to a user, they will be excluded from these lists. 
  • Click the Column Header to sort the lists to make it easier to find the information you may be looking for.  (Can only sort by one column at a time)

To Add a new option to the list:

  • Click the link Add Exam By  just above the drop down. 
  • If the person you wish to add is NOT a Shelter Buddy user, type their name into the text box at the top of the window. 
  • If the person you wish to add IS a Shelter Buddy user, simply select their name from the drop-down marked Select A User 
  • Click the boxes to mark if the person can perform Physical Exams and/or Visual Exams.
  • Click the Add button. 
  • Your selections will disappear but the window will remain open in case you wish to add another.
  • Use the X in the top right corner of the pop-up to close OR click the Return to Physical / Visual Exam By if required. 

To Edit an existing option:

  • Use the column headings and/or the Physical Location drop-down list to sort the list and help you find the person you wish to edit.
  • Once located, click the Edit link at the end of their row.
  • Click or unclick the Physical and Visual Exam boxes to select or deselect that person's ability to be assigned to that type of exam. 
  • Click Edit to save your changes and return to the list.
  • NOTE: you cannot make the Display Name different to the User Name. They will always match. 

To Delete an existing option:

  • Use the column headings and/or the Physical Location drop-down list to sort the list and help you find the person you wish to delete.
  • Click the red X at the end of their row.
  • A confirmation pop-up will deploy - click OK to continue.
  • The person will no longer appear in the list. 
  • Deleting a person from this list will not remove them from any Physical / Visual Exams they have been assigned to previously. They will remain visible on the Physical / Visual exam assigned to them unless manually changed and the change saved by a user. 


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