How do I manage Reminders?

How do I Manage Reminders?

Reminders can be set up for any Schedule Entry and are managed through the Reminders button. The Reminders button is accessed from the actions menu for each Schedule Entry.

010-ActionsWithReminder

How to add a Reminder to a Schedule Entry

Click the Reminders button on a Schedule Entry. Stable Manage displays the Manage Reminders popup for the Entry. The Reminder type is automatically set to “Email” – in future updates to Stable Manage there will be more types available.

020-ManageRemindersDialog

Select a duration from the “When” menu. This sets how long before the Schedule Entry start time that the Reminder gets sent.

030-ManageRemindersDialog

Click the “ADD REMINDER” button.

Stable Manage displays a success notification and the Reminder is added to the list for the Schedule Entry. Each Schedule Entry can have up to three Reminders added.

 

The “Close” button closes the Manage Reminders popup and returns you to the Schedule:

080-CloseButton

The current Reminder count is visible from the Reminders button on the Schedule Entry:

040-ActionsWithReminder

How to remove a Reminder from a Schedule Entry

Open the Manage Reminders popup for the Schedule Entry as described above. Identify the Reminder you want to remove in the list. Click on the “x” button to remove the Reminder:

050-RemoveButton

Stable Manage displays a success notification to confirm that the Reminder has been removed.

How to suspend a Reminder without deleting it

Open the Manage Reminders popup for the Schedule Entry as described above. Identify the Reminder you want to suspend in the list. Click on the “tick” button to suspend the Reminder:

060-SuspendTickButton

Stable Manage displays a success notification to confirm that the Reminder has been suspended.

How to activate a Reminder that has been suspended

Open the Manage Reminders popup for the Schedule Entry as described above. Identify the Reminder you want to activate in the list. Click on the “unticked” button to activate the Reminder:

070-ActivateSquareButton

Stable Manage displays a success notification to confirm that the Reminder has been activated.

Reminder Email

Below is a simple example of a Reminder Email. The Reminder includes the details about the Entry (time, location, attendees, entry contact, notes and so on)

090-SampleReminderEmail

Please contact us if you have any questions about Reminders.

How do I view the Horse Weight Record?

How do I view the Horse Weight Record?

Recording horse weight is a good way of correlating between feed, exercise, medication and condition. How to record Horse Weight is described here: How do I add or delete a Horse Weight Record?

To view how a horse’s weight has progressed over time, you need to display its Horse Weight Record.

There are two ways to access this report.

  1. From the Reports page
  2. From the Horses page.

From the Reports page

Click on the main menu and select “Reports”:

010-Reports

Stable Manage displays the Reports page. Scroll down to the Horse Weight Record:

020-ReportsPage

Use the search box to find the right horse. In this example we have typed the characters “Ba” (1) to find “Barkley”. We then selected Barkley from the list (2):

040-HorseWeightRecordSearch

Stable Manage displays the Horse Weight Record described below.

From the Horses page

Click on the main menu and select “Horses”:

050-MainMenuHorses

Stable Manage displays the Horses page. Locate the horse, again we’ve identified “Barkley”:

060-HorsesPage

Click on the action menu button for the horse:

070-HorseActionMenuButton

Stable Manage displays the action menu. Select “Horse Weight”:

080-HorseActionMenu

Stable Manage displays the Horse Weight Record described below.

Horse Weight Record

From either route above Stable Manage will display the Horse Weight Record for the selected horse.

At the top of the screen there are date selectors from which a date range of up to a full year can be selected. By default the most recent year’s worth of records is shown.

On the right hand side a graph shows the progression of the horse’s weight over time for the selected period.

TIPS:

  • If a weight was provided when first adding the horse, you will see a Weight Record recorded with the note “Horse Added”. Similarly if you edit the weight of the horse on the Horse Details screen, a Weight Record will be automatically saved with the note “Horse Updated”.
  • Stable Manage builds up a graph of the horse’s weight over time. When the first weight entry is added there’ll be a single dot on the graph, so when the second is added there will be a line joining two dots. As more and more records are added, a trend curve will emerge showing up to the most recent 12 months.
  • On some web browsers, if a new Horse Weight Record is added while on this screen, the report will need to be reloaded in order for the graph to correctly display the updated record.

090-HorseWeightReport

Update and Reminders Release

Hi everyone!

We have been pretty quiet for the last few months, while we’ve gone through a location change and have worked on some major “under the hood” functionality required for the new features being developed!

Updates to Stable Manage

This morning’s release includes three things:

  1. A new feature called “Reminders”, which allows users to set reminders for any entry on their schedule.
  2. Improved Horse Weight Report, where users can now select a date range over which to view the progression of a horse’s weight.
  3. Improved Horse Details, where users can now see the date that a horse was added to Stable Manage, in addition to its foaling year or date.

Reminders

This simply presented but powerful feature allows up to three reminders to be set for any schedule entry. The schedule entry can be any type and it can be a once off entry or one that repeats. If the entry repeats, then the reminder(s) will be triggered every time a repetition of the entry approaches.

To see an overview and a step by step guide for creating, editing and removing Reminders, please refer to this article on our website: Reminders Overview.

Some simple examples of how Reminders could be used:

  • Set a Reminder for a once a month farrier schedule entry, to ensure that you have the right horses ready in time.
  • Set multiple Reminders before an important meeting or yard visit.
  • Set Reminders for each riding lesson or training session to ensure that staff, helpers and horses are in the right place at the right time.
  • Create a “Health Check” schedule entry with notes describing what should be checked and add a Reminder to it. When the Reminder is received, the Staff member can see from the notes what they need to do and record for the Health Check; e.g. check temperature, examine hooves, take stool sample etc.
  • Create a schedule entry of type “Other” within “Professional Visit” category. Allocate a Horse to it and notes reminding the assigned member of staff to call the breeder to discuss some aspect of the horse’s development.
  • .. and so on, the combinations are endless!

If you have any questions please contact us through any of the usual means: Contact Us.

Reminders Overview

Reminders Overview

This simply presented but powerful feature allows up to three reminders to be set for any schedule entry. The schedule entry can be any type and it can be a once off entry or one that repeats. If the entry repeats, then the reminder(s) will be triggered every time a repetition of the entry approaches.

To see a step by step guide for creating, editing and removing Reminders, please refer to this article in our “How-To” documentation: How do I manage Reminders?.

Some simple examples of how Reminders could be used:

  • Set a Reminder for a once a month farrier schedule entry, to ensure that you have the right horses ready in time.
  • Set multiple Reminders before an important meeting or yard visit.
  • Set Reminders for each riding lesson or training session to ensure that staff, helpers and horses are in the right place at the right time.
  • Create a “Health Check” schedule entry with notes describing what should be checked and add a Reminder to it. When the Reminder is received, the Staff member can see from the notes what they need to do and record for the Health Check; e.g. check temperature, examine hooves, take stool sample etc.
  • Create a schedule entry of type “Other” within “Professional Visit” category. Allocate a Horse to it and notes reminding the assigned member of staff to call the breeder to discuss some aspect of the horse’s development.
  • .. and so on, the combinations are endless!

020-ManageRemindersDialog

Refer to our step by step guide for Reminder management here: How do I manage Reminders?.

If you have any questions please contact us through any of the usual means: Contact.

Update and a minor release!

Hi everyone,

We have been so busy following up after Dublin Horse Show 2016 at the RDS in Ballsbridge last month.  We had a fantastic show and spoke to all kinds of equestrian professionals about how their yards operate.

This weekend we have updated Stable Manage to include the first changes following the show. These are a precursor to the major work we have planned in the lead up to Christmas.

  • Contact History Report – This report has been significantly updated. You can now select any Contact in your Stable Manage account, and a date range and choose to either display a summary report or to download a detailed spreadsheet report containing all of the activities that the contact has been associated with during the date range; as a Staff Contact, Entry Contact or as an Attendee.
  • Horse Allocation – The Horse Allocation dialog has been updated to include a switch, which allows you to include or exclude horses that have been marked as “Deceased” or “Unavailable” on the Horse Details screen.
  • Mobile Views – Mobile Views now include a “Back to Top” link at the bottom of each screen to improve usability.

All of these changes are direct customer requests – thank you for your on-going feedback and please keep it coming!!

Contact History Report

Contact History Report

The Contact History Report enables you to view details about the Schedule Entries within the selected Date Range, which are associated with a given Contact as Staff Contact, Entry Contact or a contact based Attendee.

The maximum date range is 31 days. The report includes information about any horse and also other attendee allocations on the Schedule Entries.

For example; you could choose to view all visits by a particular client within a given month, or all tasks assigned to a particular staff member or student in a certain time period.

The Contact Report is accessed from the Reports screen. Click the Reports item on the main menu.

Main Menu Reports Item

Click GO TO REPORT on the “Contact History” Report item:

Reports Screen Contact History

Alternatively, if you are already on another Reports sub-screen you can select the report from the Reports sub-menu:

Reports sub-menu Contact History

Another alternative, you can access this report from the Contacts list too:

Contacts - Contact History

 

From any of the above ways of accessing this report, Stable Manage will display the Contact History report screen shown below.

Click in the Select Contact search box to begin:

Contact History Click Select Contact

For this example I have typed “Anne Marie”:

Contact History Select Contact

Select the date range or leave the default values of the last 31 days:

Contact History Select Dates

Note that Stable Manage is displaying the contact I selected in the main body of the page. Click DISPLAY OR DOWNLOAD REPORT to see the Report options:

Contact History Selected Contact

Stable Manage displays four options:

Contact History Options

  1. DISPLAY SUMMARY REPORT
  2. DOWNLOAD EXCEL (.xls)
  3. DOWNLOAD CSV (.csv)
  4. RESET

The DISPLAY SUMMARY REPORT option displays a summarised version of the report in reverse date order, with all Attendees and Allocations rolled up into a single row:

Contact History Summary Report Displayed

The two DOWNLOAD EXCEL and DOWNLOAD CSV options will download a file of the respective file type, each of which includes an identical detailed report.

The detailed report contains the following columns:

  • Activity Type
  • Activity Sub-Type
  • Activity Status
  • Activity Date From
  • Activity Start Time (hh:mm)
  • Activity Duration (hh:mm)
  • Entry Contact Summary
  • Allocation Type
  • Horse Stable Name
  • Horse UELN
  • Horse Show Name
  • Horse Residential Status
  • Horse Activity Status
  • Owner Contact Summary
  • Attendee Summary
  • Staff Contact Summary
  • Activity Notes

IMPORTANT: Where a given entry on the report has allocations (either attendees or horses), there will be a row per allocation.

Remember that an allocation can be; just a horse, just an attendee (person) or both!
Where there is no horse on an allocation, the horse related columns in the report will be left blank – this is normal.

Contact Schedule Detailed Report XLS

RESET clears the form so that you can start over.

Please contact us if you have any questions about this or any other report function.

How to manage Contacts in Stable Manage (video tutorial)

Contacts are used in numerous ways in Stable Manage; for assigning and reporting on staff and student activity, for saving repeat visitors to the yard such as jockeys, students, tourists and service providers (vet, dentist, farrier etc).

This video shows the basics of managing contacts in Stable Manage.

Please see our other documentation and tutorial videos.

How to manage yard Facilities on Stable Manage (video tutorial)

Any entry on the schedule can be associated with a facility at your yard. A facility can be any place (even an offsite). For example, a walker, arena, office, class room, sporting location, tack room, paddock. A facility can even be as simple as an area or place where some activity takes place, for example “Wall of the back yard”, perhaps that’s where the horses are always washed.

This video describes are facilities are managed in Stable Manage.

Please see our other documentation and tutorial videos.