A record template groups records together as steps to define the procedures you follow on farm.

Note: Record templates can be created on both the Mobile and Web App - but they can only be applied on the Mobile.


Mobile App

Select the Livestock tab. 

Select Record Templates to view your list of templates.
 

Create a New Template

Tap Create new template followed by the species this template should apply to. The species selection ensures that only the appropriate templates will be shown when creating a record against an individual animal. 

Fill in the name and description of the new template. Tap on Add another step to template to see the list of available steps that can be added to the template.

Select the step to add it to your template. To remove a step tap on the cross.

You can rearrange the order of your steps by simply dragging and dropping them into their desired positions.

Tap Save to finalise your template.

Edit a Template

Tap the template you wish to edit and select Edit Template.

You can add additional steps by tapping Add another step. Remove any step by tapping on the cross.

Tap & Hold a step to rearrange its order and drag it to the desired position.

Select Save to finalise the changes, or tap Cancel to discard.


Web App

You can create and edit existing record template on the Web App. Simply go to Livestock followed by Record Templates. This will display your full list of current templates.

Click Create new template and follow the same steps as above to create a new template.

Select Edit besides an existing template to edit it. Click Delete to remove it.


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