Pet and Vehicle Management

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 search at the bottom of this article in Related Articles or 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

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