Making the Jump to Stable Manage

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Making the Jump to Stable Manage

All yards have an existing system; it might be paper, a drymarker board, perhaps some Excel templates, an Access database, and often “it’s in my head”.

When someone decides that they want to improve how their yard runs by using Stable Manage, making the jump can be daunting. Even if you want to change because you feel your existing system is not working for you, you might have been using it for years and it’s comfortable. So how do you make the jump to a new approach?

The simplest starting point, which has a huge effect is to briefly revisit the way you think about your planning. Consider the things that get done on a regular, repeating basis at your yard. For example; feed preparation, feeding, muck out, afternoon haylage, worming, weekday rideouts, weekend day rideouts, early gallops, health checks, skip out, and so on – it varies per yard of course but *everyone has a core set of repeating operations*.

This gives you the starting point in Stable Manage.

When you set up a “Weekly/Never Ends” or “Monthly/Never Ends” repeating Schedule Entry for each of these repeating events, all of a sudden you’ve got the core of your Schedule set up for the foreseeable future and it took just a few minutes.

From there you can adjust the schedule (including these repeating events) with the ad-hoc schedule entries and updates that come up along day by day. All those minutes previously spent writing up unnecessary repeating events daily add up incredibly fast. By this simple set up process you save a massive amount of time for your yard over the days, weeks and months!

Let us know if you’d like some help getting your core schedule set up; we’re glad to assist.

Some related articles:

Getting Started with Stable Manage

Getting Started with Stable Manage

So you’ve decided to make the jump to Stable Manage, you have logged in for the first time and you are presented with an empty schedule for today’s date. Panic sets in! … you have a few important questions:

  • What am I looking at?
  • What do I do?
  • How do I do things?

It might sound flippant put this way but a new user doesn’t know where things are yet, so this little article aims to give you enough pointers about the menus to help you get started!

The “main” menu

“Schedule” is visible as the selected page in the main menu by default because the Schedule is the default screen.

You can click on “Schedule” or the little black arrow to open the menu:

Main Menu

This menu gives you access to the main screens in Stable Manage:

  • Schedule – here you can view and update everything occuring at your yard on a selected day.
  • Allocations – here you can allocate horses to entries on your schedule on a selected day
  • Horses – your horses will be listed here:
    – the filter (search box) on the type right is useful on this screen.
  • Contacts – your contacts; professionals/service providers, suppliers, staff, students, clients – and anyone else who you might want to associate with an Entry on your schedule:
    – the filter (search box) on the type right is useful on this screen.
  • Facilities – the facilities at your yard; arenas, offices, stables, walkers, paddocks, and so on.
    Reports – this screen provides quick access to the various reports within Stable Manage, currently the following are available:
    – Horse History by Owner
    – Entry History by Service Provider Type
    – Horse History by Horse
    – Contact History
    – Horse Health Record
    – Horse Weight Record
  • Account – On the Account screen you can update the name and description of your yard.
    – You might have to scroll the menu with your finger or mousewheel to see this item because it’s at the bottom of the menu.

The “action” or “add” menu

This menu has a white “plus” symbol on a bright pink circular background. When clicked it opens up the menu which allows you to quickly add things to your account in Stable Manage:

Action Menu

When clicked the action menu will pop open a form, which defaults to “Add Schedule Entry” in the “What do you want to do?” dropdown list.

What Do You Want To Do?

From this list you can select any of the following:

  • Add Schedule Entry
  • Add Contact
  • Add Facility
  • Add Horse
  • Record Horse Weight
  • Record Horse Health

That’s really all there is to it – when you’re used to these two menus, you will find that you fly around Stable Manage in no time to produce the daily lists that your yard runs on, and for getting reports, to use for invoicing and all sorts of analysis about how your yard functions and uses resources.

For other articles including detailed guides showing how to add Schedule Entries, Horses and Contacts, please refer to Making the Jump to Stable Manage and check out our documentation by clicking here.

 

How do I know when a repeating Schedule Entry started?

How do I know when a repeating Schedule Entry started?

The 17th April 2016 update to Stable Manage adds a small but useful feature, which indicates when a repeating Schedule Entry started.

On the first instance of the repeating Entry, Stable Manage displays the text: “Started today.

Recurring Entry Started Today

On each subsequent instance of a repeating Entry, there is a link, which is displayed on Schedule screen and on the Allocation screen. The new link shows the date that that repeating Entry started and if clicked links directly to the start day on the Schedule:

LinkTo Recurring Entry Start Date

To return to the date you were on initially use the back button in your browser or mobile device. Or use the “Today” link to return to the current date:

Remember that we use the little “target” icon for the Today link on mobile devices. Mobile Today Button

Back Button Today

It’s the little features that make the big difference!

There are more articles about Schedule management listed on the Documentation page including full “How To” step by step guides.