This article goes through how to set up Enterprises and Management groups and how to assign animals to the groups. These can only be created on the Web App.
Contents:
Web App
Creating Enterprises
An Enterprise defines a business unit on a farm. A Management Group defines similar animals that are managed in the same way within an Enterprise. To create groups, you need to create the Entperise first.
Please Note: Only Administrator and Manager user roles have the ability to Add/Edit Management groups within an Enterprise.
To create an enterprise, on the web app head into Livestock and press the Entpeirses tab at the top.
Next press the Add Enterprise button, and select the species, type and give the Enterprise a name.
Once you have created the Enterprise, it will appear in your enterprise page like this:
Follow this process again to add another enterprise.
Creating Management Groups
On the enterprise, press the pencil icon to open up the settings.
Then you can press the Add Management Group button and start typing in the names of the groups. The abbreviation option will be displayed on the farm map, this can be a useful tool when identifying animals in each paddock.
If you need to delete a group, press the red cross. If you need to delete the enterprise, scroll down to the delete section.
Once you have created the groups, it will look like this and then you can assign animals to the management groups.
Assigning Animals to the Management Groups
Once you have created the groups (you must do this before you add animals), you can begin to select your animals. There are a few different ways to add animals into the groups, but the simplest way is to select your animals from the individual animal table (Livestock > Individuals).
Please note - animals that are already in a management group can easily be added to another group following the same process, to remove animals from a group follow the process below but when choosing from the drop-down select None.
Once you have selected your animals, press Add Records > Create Records.
Find Set Management Group, under Management and press in here.
Change the date If necessary, and then choose from the groups you created from the Management Group drop-down underneath the animals.
Once you are happy, click save. Then you will be able to view the amount of animals in the group from the Enterprise tab.
Continue this until you have assigned your animals to groups.
Mobile App
Assigning Animals to Management Groups
You can only create your Entperises and Management groups on the web - but you can assign animals to groups on the mobile app.
Head to Livestock and then click Create Bulk Record and select your species if required.
Scroll down to Set Management Group
Select your animals using the Select Animals drop-down, and choose from the options.
Once you have your animals selected choose the group from the Management Group drop-down.
Once you're happy press save.
Determining a Name For Your Enterprise
To work out your enterprise, let’s start by defining what kind of operation you run:
Are you a breeding or trading operation? Or both?
If breeding, do you run specialised breeds?
Do you export livestock?
Do you have agisted livestock?
Examples of enterprises on your farm could be
Breeding
Trading
Cow/Calf
Stockers
Grouped by age class
Grouped by weight
Stage of production: breeding, rearing, finishing
Grouped by end-use: Feedlot, Fattening, Backgrounding, Replacement
Next, to work out your management groups, let’s start with a few questions:
How do you manage your animals?
At the crush/chute/cradle, what criteria do you draft based on?
How do you group your animals into mobs? (e.g.by age class, lactation status, weight category)
How do you need to report on your livestock?
The flow chart below gives a handy visual representation of how to think about these two elements.
An example of setup enterprises and management groups to help you visualise what we are aiming to achieve:
Management Groups on Individual Animal List
The Management Groups and Enterprises of an animal can be used when sorting and filtering the Individual Animal List, as well as grouping the weight insights.
To read more about filtering the animal list and insights, check out the Individual Animal List and Individual Animal Insights help articles.