Admin - Put Animal on Hold Set Up

This process sets up various options for the Put Animal on Hold process. For more information on putting an animal on hold using this process, click here.

Users will need Administration access to perform these tasks. 

Set Up Animal Hold Reason: These are the reasons why an animal may be placed on hold and allocate restrictions on who can release the hold for greater control. If a restriction has been applied, the user will get a pop-up asking for a new login if they do not have the right access level to release the hold.

2. Go to the Administration Menu page and find the Edit Drop Down Lists link
3. Find Animal Hold Reason and click the Edit link. This will take you to a Quick Entry page
4. To make a new entry, simply type the text you want in the text box and press the Enter key to add it to the list of available options
• All new entries default to being marked to always show, but will additionally display a box that you can mark if you would like to “restrict” who can release the hold reason.
• Restricting access to release the hold means that only users with the correct access setting will be able to release the hold. 
5. To edit an existing entry hover the mouse over the entry you would like to edit until a small pencil icon appears before the entry.
• Click on the icon to edit the text.
• To save changes, click the tick in the green circle at the end of the row.
• To cancel changes, click the cross in the red circle at the end of the row.
• Although entries cannot be deleted in the true sense, they can be “hidden” by clicking in the “Show” check box. If a tick shows in this box, the entry will display as an option. If there is no tick, the entry will not show (i.e. it is “hidden”).
6. When finished, click Return to Edit Drop Down Menu

Set up Animal Hold Release Reason: These are reasons why the hold has been released.

1. Go to the Administration Menu page and find the Edit Drop Down Lists link
2. Find Animal Hold Release Reason and click the Edit link. This will take you to a Quick Entry page.
3. To make a new entry, simply type the text you want in the text box and press the Enter key to add it to the list of available options
• All new entries default to being marked to always show.
4. To edit an existing entry hover the mouse over the entry you would like to edit until a small pencil icon appears before the entry.
• Click on the icon to edit the text.
• To save changes, click the tick in the green circle at the end of the row.
• To cancel changes, click the cross in the red circle at the end of the row.
• Although entries cannot be deleted in the true sense, they can be “hidden” by clicking in the “Show” check box. If a tick shows in this box, the entry will display as an option. If there is no tick, the entry will not show (i.e. it is “hidden”).
5. When finished, click Return to Edit Drop Down Menu

Set up User Access to Release an Animal Hold Reason to authorize specific user groups to use restricted release reasons:

1. Go into the Administration Menu and find the Edit User Access link
2. Find Manage Fields and look for the link holdReason, then click the Edit link
3. Assign users or groups as required. These will be the only people able to release these restricted holds.

Set up Hold Receipt:

1. Go into the Administration Menu and find the Templated Documents link
2. From the Templated Documents Administration menu, click on the Receipts link
3. See if you can locate an entry called Hold Receipt. 
   • If it does not yet exist in your list, click the +Create button in the top right corner
   • If it does, click the Edit button on the right of the row
4. Set up the document as you wish it to look, using the language you wish to set up. 
5. For more information on how to use Templated Documents, click here.