How do I split a repeating Schedule Entry in Stable Manage?

Overview

In a previous article we described How do I change the Date/Time for just one instance of a repeating Schedule Entry?

In this article we describe a related function called “Split Entry”, which can be used to separate any repeating Schedule Entry into two parts. There are two options for how the Entry is split:

  1. ONLY THIS ENTRY
  2. THIS ENTRY AND ALL FUTURE

After splitting the Entry you can then edit any property of the resulting Entries (date/time, horse allocations, notes, status, facility etc) and your changes will only affect the instance on the date you choose.

How-To

Let’s step through an example.

We have a Muck Out Entry scheduled for Steve, each week day from 8:00 to 9:00. It was added to the schedule starting on November 24th. From January 6th 2016 onwards, we want it to be earlier by half an hour; from 7.30 to 8.30.

Select the date for the first occurrence of the new time.

00-SelectDate

We can see the row for the Muck Out Entry, at 8.00.

10-MuckOutRow-Starting

Click the “Split Entry” button.

20-SplitEntryButton

Stable Manage displays the “Split Entry” dialog. We can see the two options described at the top of the article, each has a brief explanation. Click the “THIS ENTRY AND ALL FUTURE” button.

30-SplitEntryDialog

Stable Manage confirms that the Entry has been split.

40-EntrySplit-Toast

Click the Update Date/Time button. Stable Manage displays the Update Date/Time dialog.

50-UpdateNewEntryDateTime

We’re still working with a repeating Entry, so Stable Manage will offer us to change “ONLY THIS ENTRY” or “ALL ENTRIES” as described in How do I change the Date/Time for just one instance of a repeating Schedule Entry?

We have already split the Entry, so we select “ALL ENTRIES”, so that we edit all entries in the updated series.

60-UpdateEntryDateTimeDialog

Stable Manage displays the Date/Time and Repeating Entry options and we update to the Entry so that Muck Out is at its new time slot, and click SAVE.

80-UpdateEntryDateTimeDetailsAfter

Stable Manage confirms the change.

90-EntryUpdatedToast

Muck Out is displayed at its new time.

100-EntryUpdatedRow

By changing to the previous day we can see the last instance of the original repeating Entry, the time is still at the original value but notice also that it now has an Until Date too.

110-PreviousInstanceUpdatedRow

That’s it – we have split the Entry and updated it going forward!

Note: there’s a limitation to the Split Entry action. If the recurrence of the original Entry is based on a count (rather than “Until Date” or “Never Ends“), the count is not reset when the Entry is split using the “THIS ENTRY AND ALL FUTURE” option. This means that you’ll need to update the Count after you have split the Entry to ensure that it completes after the correct number.

 

How do I add a Contact to Stable Manage?

How do I add a Contact to Stable Manage?

The guide below shows how quickly you can add and update a Contact in Stable Manage.

Add Contact

Click the “action” (plus) menu icon:

00-ActionMenu

Select “Add Contact”:

2015-12-14 19.44.46-AddContactMenu

Stable Manage shows the Add Contact form. Select the type of Contact you wish to add. Client is selected by default:

SelectContactType

The options are a little different for the different types of Contact. For details refer to What are the different types of Contacts on Stable Manage?

The minimum details required for a Contact, are the Given Name and one of Email, Phone or Alternative Contact:

Contact Form Minimum Fields

In this case we are first providing the minimum standard contact details, Given Name, Email and Phone:

Click here for details on adding a Contact which has an Alternative Contact.

Contact Form Minimum Filled

Then we click on the “Optional Details >>” link and add some rider profile information for “Tom” the sample contact:

Contact Form Optional Details Filled

Click the SAVE button. Stable Manage saves the new Contact and displays a message:

Contact Added Notification

Click on the main menu and select “Contacts” if it is not already selected:

2015-12-14 19.39.55-MainMenuContacts

There is a row for the newly added Contact (Tom Harris) 

Contact List

Contact Details are accessed by clicking on the contact’s name or by using the “cog” action menu on the right hand side). Here any property of the contact can be edited. Note that the SAVE button is not enabled if no change has been made:

Contact Details

What are the different types of Contacts on Stable Manage?

There are three types of Contact on Stable Manage:

  1. Client: is an end customer of your yard. For example:
    1. Equestrian centres and riding schools; people coming for treks and lessons, and those booking for them.
    2. Livery – horse owners
    3. Racing / Breeding / Training Yards; any off-site owners
    4. For some private yards Client contacts might not be applicable at all; e.g. an eventing yard where the yard and horses are owned by the rider, or hobby owner with their horses onsite.
  2. Professional / Service Provider: is someone who provides services to your yard, this could be anyone from a feed or fuel supplier, to an accountant, dentist, farrier, agent, web designer and so on.
  3. Staff / Trainee / Internal: is anyone working at your yard in any capacity. This would include for example, BHS students on study programs, helpers, full and part time staff, volunteers and so on.

The different types of Contacts can be added to entries on your Schedule in different ways too.

Staff Contact

Every entry must have a Staff Contact but it is an optional field on the Add Schedule Entry form. If no Staff Contact is provided when adding an Entry, the default Staff Contact is used, which is usually the yard manager or owner. The Staff Contact on an Entry must be Staff / Trainee / Internal type.

External Contact

Optionally an External Contact can be specified when adding a Schedule Entry. This is useful for booking a visit by a Professional / Service Provider or for a Client in the situation where there is no direct allocation to a horse. For example a farrier, feed supplier or hotel representative.

Alternative Contact

For Client and Service Provider contacts, an Alternative Contact can be specified instead of an Email address or Phone number as the primary means of contacting the individual. This is particular useful in the case of children, anyone requiring a guardian/social care or transient staff at Service Provider companies.

For further details refer to:

Attendee

Any type of contact can be added as an Attendee to a Schedule Entry. Attendees can have specific Horses allocated to them on the Allocations screen. Any type of contact can be an Attendee.

Note: Horses can be added to the Entry without being attached to a person – e.g. for mucking out, veterinary visit or feeding time).

Related Links

How do I add or delete a Horse Weight Record?

This article describes how to add or delete a Horse Weight Record.

All sorts of events and activities take place at equestrian yards every day, including health, weight and veterinary checks of various kinds. Stable Manage allows you to record such events and activities as individual, historical events. This allows you to build up a picture of how a given horse is progressing over time.

Add Horse Weight Record

Click the “action” (plus) menu icon:

Action Menu

Select “Record Horse Weight” from the “What do you want to do?” drop down. Stable Manage displays the Record Horse Weight form.

Record Horse Weight Form

Select the horse you want to record the weight record for.

Select Horse

Select the date and time for the record.

Select Horse Weight Record Date

Enter the weight of the horse and option text notes for the record.

Add Weight Record Content

 

Click RECORD to save the new Weight Record and Stable Manage will display a notice.

Weight Record Toast

Delete Horse Weight Record

To delete an unwanted Horse Weight Record. Click the (x) icon to the right of any record.

Delete Horse Weight Record Button

Stable Manage displays a confirm dialog. Only click CONFIRM if you are sure that you want to delete the record, this action cannot be reversed!

Delete-Horse Weight Record

Stable Manage confirms the deleted Weight Record.

Delete Weight Record Toast

View Horse Weight Record

How do I view the Horse Weight Record?


 

For Horse Health Records refer to How do I add, view or delete a Horse Health Record?

How do I add, view or delete a Horse Health Record?

This article describes how to add, view or delete a Horse Health Record.

All sorts of events and activities take place at equestrian yards every day, including health and veterinary checks of various kinds. Stable Manage allows you to record such events and activities as individual, historical events. This allows you to build up a picture of how a given horse is progressing over time.

Add Horse Health Record

Click the “action” (plus) menu icon:

Action Menu

Select “Record Horse Health” from the “What do you want to do?” drop down.

Record Horse Health

Select the horse you want to record the health record for.

Select Horse

Select the date and time for the record.

Time can be particularly useful if for example you are doing hourly checks on an injured animal and need to provide the vet with feedback at a later stage.

Select Date

Select Time

Provide text notes for the Health Record.

Horse Health Record Text

There is an important thing to note on this screen before you save your first Health Record.

If this health check requires treatment, you can add a Health Treatment entry to your schedule after recording the Health Check. Refer to How do I add an Entry to my Schedule? and select Health Treatment as the entry type.

Click RECORD to save the new Health Record and Stable Manage will display a notice.

Record Horse Health Success Toast

View Horse Health Record

To view the Health Record for a horse. First click on Schedule to access the main menu, then select Horses.

Main Menu Horses

Find the horse you are interested in (remember you can use the search filter box top right if you have a lot of horses) and click on the “cog” icon for the horse action menu.

Horses View

Select “Horse Health Record” from the horse action menu.

Horse Action Menu

Stable Manage displays any recorded Health Records for the selected horse.

Horse Health Record Screen

Delete Horse Health Record

To delete an unwanted Horse Health Record. Click the (x) icon to the right of any record.

Horse Health Record Delete Icon

Stable Manage displays a confirm dialog. Only click CONFIRM if you are sure that you want to delete the record, this action cannot be reversed!

Delete Horse Health Record Confirmation

Stable Manage confirms the deleted Health Record.

Delete Health Record Toast

For Horse Weight Records refer to: How do I add, view or delete a Horse Weight Record?

How do I change the Date/Time for just one instance of a repeating Schedule Entry?

This article describes how to change the date/time for just one instance of a repeating (recurring) Schedule Entry.

If you are new to Stable Manage have a look at the How do I add an Entry to my Schedule? article before reading this one.

First, select the date holding the instance of the repeating Entry that you want to update

Select Date

Locate the Schedule Entry you are interested in and click the calendar action menu item. Number (4) in this screenshot:

A single Schedule Entry

The Change Entry Date and/or Time dialog is displayed. For repeating schedule entries, a new screen was added to this dialog in the 11 January 2016 release of Stable Manage. The screen (shown below) allows you to decide how far reaching your date/time changes are going to be.

Choose Update Type for Recurring Entry

ONLY THIS ENTRY

ONLY THIS ENTRY – This is new behaviour as of 11 January 2016. Your changes will only apply to the selected date  for the recurring entry.

As an example; let’s say you have a recurring visit from the farrier on 3rd of every month. The farrier phones to say that they can’t make it on the 3rd of February but can make the 5th. You would use this feature to switch just the visit of February 3rd to February 5th, while leaving the rest of the recurring sequence in place; untouched.

When you click ONLY THIS ENTRY, Stable Manage displays the screen for updating the date or time of an Entry.

Note that the recurring options are not displayed because you are editing just a single instance in the set. When you’ve set the desired date and time, just click “Save” as usual.

Update date/time on single instance of recurring Entry

ALL ENTRIES

This is the simplest form of update, choose this option and your date/time changes will apply to all the entries in the series. As a result Stable Manage displays the full recurring entry options for you to modify.

An important note is that the From / To dates reflect the starting point of the recurring series; there is no need to change these unless you actually want to move the whole series to a different starting point. Most often users want to modify the time or recurring options for the series when they use the ALL ENTRIES option.

Update Date/Time for all instances of a recurring Entry

For both options; ONLY THIS ENTRY and ALL ENTRIES, the “Close” button cancels and closes the dialog without making any changes.

Note: in an upcoming release of Stable Manage an additional option will be added to this screen called “THIS AND FUTURE”, which will all you to update the date/time for the selected date and the recurring options for the future instances of the event. This article will be updated when that feature is added.

Remember to refer to How do I add an Entry to my Schedule? if you are new to Stable Manage.