Category: ShelterOps

Clients Setup

Client Cities To setup the Clients module, you will first need to create Cities.  States are already included with the initial installation of ShelterOps.  Click on the Client Cities link on the Clients Setup page and enter all cities that might be associated with Client locations.  By default, only users with the “Setup” permission can … Continue Reading

Clients Overview

  The Clients module is a core module with which all other modules interact. It maintains contact information for individuals as well as their activity with other modules. The Client record screen displays a list of the transactions and activities associated with the client.  The client status bar displays overviews and alerts as well as … Continue Reading

License Setup

  The License module is dependent on the Animals module. Create a license category in the Products module (or leave the default setting if you are using the demo data) Create a product in the Products module for each license type you will be issuing. Each license product must have the license category defined. With … Continue Reading

Tags Setup

The Tags module is dependent on the Animals module.  Create an ID Tag product in the Products module (or leave the default setting if you are using the demo data) Enable the Tags module in Tags Setup Enter the new Product ID of the ID Tag  (or leave the default setting if you are using … Continue Reading

License Overview

The optional License module maintains the issuance of animal licenses. It tracks both owner and animal data. It can be configured to calculate the license fee either by the type of license selected (for example, if multi-year licenses are discounted or have a tiered pricing structure), or if the total fee is determined by the … Continue Reading

Animal Medical Screen

  If enabled via the animal setup screen, the animal medical button will appear as an option on the animal options menu and medical tracking will be enabled.  The medical screen provides the ability to enter individual medical procedures.  These procedures are defined under the animal settings screen via medical settings. Medical procedures can be … Continue Reading

Animal Comments Screen

If enabled via the Animal Setup screen, the Animal Comments button will appear as an option on the Animal options menu.  The comments screen displays all comments  on a single page that have been entered in the various animal screens for a specific animal. This allows users to quickly review all comments for an animal … Continue Reading

Animal Assessment Screen

The animal assessment screen contains information related to an animal’s behavior and captures information that may used be used to evaluate adoption matches.  It also defines an animal’s asilomar classification as well as cage card comments. Much of the information on this screen is utilized if data is exported to animal listing sites such as … Continue Reading

Animal Details Screen

  The animal details screen is the intake record of an animal.  It contains information about an animal at the time of original intake and reflects either observations by staff or assertions of the  relinquisher.  It includes a printable relinquisher contract (both standard as well as requested ET).  If the Lost/Found module is also enabled, … Continue Reading