A record template groups records togethers as steps to define the procedures you follow on farm. Logically group the steps you perform into a single template to make your record keeping match what you actually do.

Mobile App

Select the Livestock tab. 

Select Record Templates to view your list of templates.
 

Create a new template

  1. Tap Create new template.
  2. Select the species that this template should apply. The species selection ensures that only the appropriate templates will be shown in the list of available templates when creating a record against an individual animal. 
  3. Enter the name and description for this new template.
  4. Tap on the Add another step to template to see the list of available steps that can be added to the template.
  5. Select the step to add it to the template. To remove a step, tap on the cross.
  6. Tap & Hold a step to rearrange its order and drag it to the desired position.
  7. Tap Save to finalise your template.

Edit an existing template

  1. Tap the template you wish to edit
  2. Tap Edit Template and change the title or description as necessary.
  3. Add additional steps by selecting Add another step. Remove any step by tapping on the cross.
  4. 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.

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