Member submitted wrong animal details on an application
Table of Contents
Member submitted wrong animal details on an application
Deleting an animal
Remove an animal from pedigrees and registration history from the animal page.
1. Quick search, Member
Use Quick search and choose Member.
2. View All
Or on the home dashboard open Latest Animals and click View All.
3. Description
Click the animal Description to open the record.
4. Delete
On the animal grey bar, click Delete and confirm.
Registrations
A registration is the current ownership of an animal by a membership.
Where registrations live
Open a membership and click Animals, or open the animal from Latest Animals.
Moving ownership
Click Transfer on the animal to move it to another member.
Updating the movement history
Record a sale with Transfer whenever both parties are in PremiumBreed.
1. Transfer
Open the animal. Click Transfer, choose the recipient and date, then save.
Accounting for animals not sold within the Association
When the buyer is outside the society, record the sale from the animal page.
1. View All
On the home dashboard open Latest Animals and click View All.
2. Description
Click the animal Description to open the record.
3. Transfer
Click Transfer when you can name a member buyer, or Mark as Sold when that label is shown instead.
Attributes and Statistics
Define custom fields for animals and related records.
1. Settings
Open Settings. Click Custom Field Settings.
2. Custom Field Settings
Add or edit fields, including dropdown lists.
Transfers
A transfer moves an animal from one membership to another. You create it on the animal. Recent transfers appear on the home dashboard.
Create a transfer
Open the animal and click Transfer on the grey bar.
Latest Transfers
Open Latest Transfers on the home dashboard to view recent sales.
How to process a transfer of ownership
Record a change of ownership from the animal page.
1. View All
On the home dashboard open Latest Animals and click View All.
2. Description
Click the animal Description to open the record.
3. Transfer
In the grey bar click Transfer. Set the date and receiving member, then save.
Transfer troubleshooting
Read the on-screen transfer message, then fix the animal history.
1. View All
On the home dashboard open Latest Animals and click View All.
2. Description
Click the animal Description and read the latest movement.
3. Latest Transfers, View All
Open Latest Transfers and click View All.
4. Animal
Click the Animal name on that sale.
Animal has already been transferred
An animal can only be transferred from the current owner once for a given sale.
1. View All
On the home dashboard open Latest Animals and click View All.
2. Description
Click the animal Description and read the latest transfer.
3. Latest Transfers, View All
Open Latest Transfers and click View All.
4. Animal
Click the Animal name to open that sale. Complete it, or delete it if it was created by mistake.
Animal won't attach to a transfer
If an animal will not attach to a transfer, it is usually already on another sale.
1. View All
On the home dashboard open Latest Animals and click View All.
2. Description
Click the animal Description and read the latest movement.
3. Latest Transfers, View All
Open Latest Transfers and click View All.
4. Animal
Click the Animal name. Delete the latest transfer if it is wrong, then click Transfer on the animal.
Pedigrees
A pedigree is the sire, dam, and certificate for an animal. Set parents on Update, then generate the certificate from the animal grey bar.
Parents
Open the animal and click Update. Set sire, dam, identity, and photos.
Certificate
Click Generate Certificate on the grey bar. Certificate appearance is under Settings, then Certificate Settings.
Creating and editing pedigrees
Set sire and dam on the animal, then generate the certificate.
1. Update
Open the animal and click Update. Set sire, dam, identity, and photos.
2. Generate Certificate
Click Generate Certificate on the grey bar.
When you can't find an animal
Parent search lists animals that can appear as sire or dam for that birth year.
1. Update the animal
Open the animal and click Update. Search for the parent.
2. New animal
If the parent is missing, click New animal on the grey bar and complete its record first.
