When you first log into the new User Interface (UI) you will land upon the Person page. At some point in the future we plan on being able to customise this so users will land on their preferred page (Person/Animal), but for now, it will always be the Person.
To switch to the Animal view, click on Animal in the top navigation bar and select Animal Search:
When the Animal page loads, the heading changes from Person to Animal. You will see there is already a list of Animal records showing; these are listed in order of Animal ID number, with the smallest number showing first. This may change in future.
There are two search options to find an Animal record: Basic Search and Advanced Search.
Searching using the Basic Search
The Basic Search option has limited fields it can search for.
This field allows you to search for the following search terms:
- Animal ID number*
- Animal Name
- Breed
- Colour
- Animal Type
* Searching using the Animal ID will also return any animals that have an ID number containing the same series of digits. For example, if you search for the Animal ID number "1234", the search will return that record, but it might also return numbers like "71234", "12345" or "912341" etc. The records will present in numerical order, smallest to largest.
You can search for combinations of terms (e.g. "Black Cat") but the results will vary.
Once you have entered search terms, you can either click the Search animal button or simply hit the Enter key on your keyboard.
Searching using the Advanced Search Filters
IMPORTANT: you cannot use the Advanced filters and the Basic filters simultaneously. Make sure you clear whatever is in your basic search before you add Advanced filters or you will end up with a null result.
To the right of the Search animal button is the option for Advanced Filters. Click this button to open the options.
A panel will open on the right, displaying the options.
At the top of the panel is a field you can use to search for items if you can't see them right away:
Place your cursor into this search box and begin typing. The panel will reduce the visible items to match your entry. You can also use the scroll bar on the right to move up and down, or simply scroll using your mouse.
Below this search field is a list of options you can use to filter your Animal Search. You can add as many of these or as few as you desire.
To add an option, click on it to open its field options:
Click on the option to open its searchable quality (in the example below, that happens to be a drop-down for Animal Type but it could be a field for name etc depending on what option you selected):
Once you have entered an option, the Apply Filter button will activate:
Click Apply Filter to return to the advanced filter panel where your choice will now be displayed. It will also display in the Filter applied summary below the basic search:
Click Add Another Filter to return to the filter options and select a new filter to add:
Repeat until you have added all the variables you wish to search on. The search return will automatically adjust the visible records based on the filters selected, you do not need to click anything to search.
Search Field Tips:
- For calendar searches, you can click on the calendar icon to select a date or you can simply type it into the field.
- Items contained within a drop-down list, such as the Circumstance list, will show a search feature at the top. You can place your cursor into this search field and type to reduce the list to find the item you are looking for. The list will match what you enter.
- The available search options may change as we refine this feature. If you feel something is missing that you use regularly, please notify support@shelterbuddy.com.
Once you have found the Animal you were looking for, you can access their full details by clicking on the three dots at the right hand end of the row and clicking on See Animal Detail as shown below:
This will take you to the Classic Animal Details page.
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