Features Overview

ShelterOps is open source software released under the GNL
license. 

• The software
  is free to use, modify and adapt as needed.
• You own your data.

Core Modules

Core modules are enabled by default.
Setup Module

• Theme selection
• Maintenance mode
• Restricted hours
• Change log enteries
• FTP settings
• Announcements

Client Management

• Customer Profiles
• Contact information
• ID information
• Integrated Google Map
• Contact preferences
• Custom tracking data with optional alert notifications
• Status Bar – Module integration to display flags/alerts
• Comments/notes integration

User Management

• Unlimited users
• Session login tracking with session ID resets every 30 minutes
• Per module permission settings
• For multiple locations, users are prompted to select their location upon login
• PIN issuance for data entry – added level of security for unattended workstations or workstation sharing
• Integrated user manual allows the creation of help topic for users.  Topics can be created per module, and are searchable by module or keywords.

Products

• Unlimited products and flat discounts
• Optional tax per product
• Accounting code integration
• Can limit products to specific locations or all locations
• Can limit categories to specific locations or all locations
• Include/exclude products from inventory management
• *Product options limited to size (SM-XXXL)
• Basic inventory management and reporting
• Per product:
  • Inventory summary
  • Sales summary
  • On Order summary
  • Manual inventory adjustments

Transactions/Sales

• Custom payment types
• Invoice editing
  • Add payments
  • Add additional items
  • Delete item (if no payment has been tendered)
  • Refund an item (if payment has been tendered)
• Point Of Sale transaction screen
• Daily transaction reporting – nightly/monthly reconcilation
• Basic reporting for sales by product and accounts receivable
• *Payments and transaction notifications are not currently processed through ShelterOps

 
Optional Modules

Optional modules can be enabled/disabled as needed.

Animals

• Track Intake, Assessment and Disposition data
• Optional Asilomar, Foster and Medical tracking
• Display available animals on your website
• Optionally assign animals to different organizations (if more than one client location is configured)
• Status Bar – displays custom flags/alerts from Assessment, Medical, Foster, Holds
• Comments/notes integration
• Photo integration (if Photos module is enabled)
• Reports
  • Advanced administrative search (historical/statistical information)
  • Daily intake
  • Annual statistics
  • Occupancy report
  • Blank forms for offline use
  • Can include custom reports
• Automatic “Current Age” calculation
• Customizable Forms
  • Animal Intake
  • Adoption/Disposition contract
  • Adoption receipt
  • Requested euthanasia
  • Return To Owner
  • Cage card
  • Rabies certificate
• Export to your website, PetFinder and AdoptAPet
• Customizable fields
  • Breeds (currently integrated with PetFinder breed/species list)
  • Colors
  • Animal locations
  • Coat types
  • Intake reasons
  • Disposition types
  • Hold periods
  • Where acquired
  • Assessment types
  • Hold types
• Stray matching with optional Lost/Found module
• Optional – Foster management
  • Custom foster data with optional alert notifications
  • Basic search and reports
  • Customizable foster agreement form
  • Easy transfer to adoption screen
• Optional – Holds
  • Tracking of potential adopters
  • Custom hold reasons with optional alert notifications
  • Easy transfer to adoption screen
• Optional – Medical management
  • Treatment categories and items
  • Optionally limit items to a specific location
  • Inventory summary
    • “Who Received”  display
    • On Order summary
    • Manual inventory adjustments
  • Scheduled treatment regimens (by checking “Scheduled” when entering procedures)
  • Custom medical data with optional alert notifications
  • Rabies certificates – linked to treatment items
  • Printable public Medical record
  • Printable internal Treatment record
  • Comments/notes integration – optionally public or internal
  • Reports
    Scheduled surgeries
    Treatment regimen reports (filterable)
• Optional – Asilomar
  • Integrated with Assessment and Disposition (ET) screens
  • Customizable Asilomar classification
  • Includes optional Asilomar Committee data for animal evaluations

Lost/Found

• Maintain lost and found reports
• Finder/Owner contact information
• Animal information/description
• Search integration
• Integrates with Animals module to display inhouse matches for lost reports.

Wildlife

• Track wildlife intake and dispositions
• Includes tracking of wildlife transports and rehabilitators in dispositions
• Reports
  • Annual report
  • Pending wildlife
  • Received wildlife
• Medical tracking
  • Treatment categories and items
  • Optionally limit items to a specific location
  • Inventory summary
  • “Who Received”  summary
  • On Order summary
  • Manual inventory adjustments
  • Scheduled treatment regimens
  • Custom medical data with optional alert notifications
• Inventory management
• Customizable fields
  • Intake reasons (contains 54 pre-configured reasons)
  • Ages
  • Dispositions (per federal reporting status)
  • Who referred
  • Animal Locations
  • Custom data type tracking

Licensing and ID tags

• Integrates with Products module
• Optionally enable/disable the licensing or ID tracking functionality
• Issue ID tags
• Search by ID tag
• Issue animal licenses
• Unlimited license types
• New issue
• Renew
• Lost ID
• Status updates (deceased)
• Configuration options
  • Optionally limit expiration to match rabies expiration
  • Issue single year or multi year licenses
• Search by license ID
• License issued export

Traps

• Integrates with Products module (for trap selection)
• Trap tracking by individual trap ID, etc
• Alert notification for overdue traps
• Customizable trap loan agreement
• Capture deposit information
  • Trap deposits are not added as financial transactions, with the assumption that deposits are held until the trap is returned or the deposit is forfeited.
• Reports
  • Overdue traps
  • Repeat borrowers

Animal Control

• Dispatch calls
• Incident reports
• Case management
• Integrates with Clients, Animals, and Lost/Found modules
• Custom data tracking with optional flag/alert fields
• Comments/notes integration

Photos

• Integrates with Animals module
• Allows users to upload photos