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CONTINUOUS MONITORING DOCUMENTS

Continuous monitoring documents are now supported. This allows for the document to be updated multiple times until you specify that the document is complete. Once the form is complete, it is saved in pdf format, which can then no longer be edited.

Monitoring documents use the same tokens as those used for consent forms but the templates need to be stored in a separate folder to the Consent Forms folder (called Monitoring Forms). This folder will be automatically created. A sub-folder called Sample Monitoring Forms will also be created, with sample forms enclosed. If you wish to use these forms, instead of - or as well as - creating your own, copy and paste them directly into the Monitoring Forms folder.

To begin a continuous monitoring document:

  1. Display the animal screen and click the Monitoring tile on the right-hand toolbar.

  2. Double click the form required or click on the form and click the Select tile. This opens the form and allows you to fill in any relevant details.

  3. Once a form has been opened, saved and closed, it will remain displayed in the Open Monitoring Forms box on the bottom half of the screen for re-selection. You can Save and Close the form as many times as you wish and this can still be updated each time that you open it.

  4. To update the form, in the Opening Monitoring Forms box, double-click the form or click on the form and click the Open tile. A link will be displayed in the animal’s history and you can also double-click this link to update the form.

  5. Once the form is complete, Save and Close the form and then click on it in the Open Monitoring Forms box and click the Finish tile. This will convert the document into pdf format, after which it can no longer be updated.

  6. The link for the completed form will then replace the original link in the animal’s history. Double-clicking the history link will display the finished form.