Content
- Introduction
- Enabling the Advanced Pet and Vehicle Management
- Vehicle Tracking Process
- Pet Tracking Process
Introduction
This article is meant to assist you with the advanced pet and vehicle configuration. There is no limit on the amount of pets or vehicles you can add. Similar to tracking household member documents or trainings, the advanced pet and vehicle management displays the name of the pet or vehicle type next to the report name.
If you have a question not addressed here, you can contact support at support@extendedreach.com.
Enabling the Advanced Pet and Vehicle Management
To enable the vehicle management, go to Organization Settings > Organization Preferences > Settings > Enable: “Homes: Advanced vehicle management”. For pets, follow the same steps and enable “Homes: Advanced pet management”.
Image: Enable pet and vehicle management
Once enabled, go to a home and scroll down on the General tab to the Vehicles section and the Pets section.
Vehicle Tracking Process
To add a vehicle, click on Add Vehicle. A pop-up will then appear where you can add the Name, Description, and Tag. Click on OK when finished.
Image: Add New Vehicle
Image: Add New Vehicle Pop-Up Screen
To set up vehicle reports, go to Organization Settings > Home Report Types. Set the Report Category to “Vehicle”, use expiration dates, and select any other report configurations to fit your agency’s needs, then click Save.
Image: Vehicle Report Settings
The name of the vehicle will then appear next to the report name on the Compliance Tab and the Foster Family Website and will be viewable when adding the report.
Image: Adding a Vehicle Report to a Home
Image: Vehicle Reports on Compliance Tab
Image: Vehicle Reports on Family Web Compliance Tab
To mark a vehicle inactive, click on the hyperlinked Description and check the box next to “Inactive”. You can then view all inactive vehicles by clicking on “Show Inactive”.
Image: Mark Vehicle Inactive
Image: Show Inactive Vehicles
Image: View Inactive Vehicles
Pet Tracking Process
To add a pet, click on Add Pet. A pop-up will then appear where you can add the Name and Description. Click on OK when finished.
Image: Add New Pet
Image: Add New Pet Pop-Up Screen
To set up pet reports, go to Organization Settings > Home Report Types. Set the Report Category to “Pet”, use expiration dates, and select any other report configurations to fit your agency’s needs, then click Save.
Image: Pet Report Settings
The name of the pet will then appear next to the report name on the Compliance Tab and the Foster Family Website and will be viewable when adding the report.
Image: Adding a Pet Report to a Home
Image: Pet Reports on Compliance Tab
Image: Pet Reports on Family Web Compliance Tab
To mark a pet inactive, click on the hyperlinked Name and check the box next to “Inactive”. You can then view all inactive pets by clicking on “Show Inactive”.
Image: Mark Pet Inactive
Image: Show Inactive Pets
Image: View Inactive Pets