User Manual 2.2
 
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(c) 2016-2017 Endless Realities Inc.

4.1. Entering Records

The Dog Forms, Evaluations & Notes tab includes the following record types:
 
You can create Dog Forms, Evaluations & Notes records from it's tab or the dog's record using related lists. Filling it out from the Dog's record will auto-fill the Dog field.
4.1. Entering Records
1

From Dog Forms, Evaluations & Notes Tab

1. From Dog Forms, Evaluations & Notes Tab
You can enter a new record from the Dog Forms, Evaluations & Notes Tab.
2

Click New

2. Click New
Click New button to enter new record.
3

From Dog Record

3. From Dog Record
You can enter a new record from a dog record.
4

Click Related Tab

4. Click Related Tab
Click the Related Tab
5

Click New

5. Click New
Find the Dog Forms, Evaluations & Notes section. Click the New button to enter a new record.
6

Select Record Type

6. Select Record Type
Select the Record Type by clicking the circle next to the one you want.
7

Click Next

7. Click Next
Click Next button to go to the data entry page.
8

Enter Data

8. Enter Data
Dog and Date appear on every Dog Forms, Evaluations & Notes record type and are also required to save the record.
9

Handler

9. Handler
The Handler fields appear on every Dog Forms, Evaluations & Notes record type except Career Consideration. The Handler (User) field is a lookup field to Users and the Handler (Contact) field is a lookup field to Contacts. Normally, you will only fill out one of these two fields.
10

Evaluator

10. Evaluator
The Evaluator fields appear on every Dog Forms, Evaluations & Notes record type except Career Consideration. The Evaluator (User) field is a lookup field to Users and the Evaluator (Contact) field is a lookup field to Contacts. Normally, you will only fill out one of these two fields.
11

Click Save

11. Click Save
Click Save button to create the Dog Forms, Evaluations & Notes record.

The contents of 4.1. Entering Records

4.1.1. Behavior Issue Management
4.1.2. Career Consideration
4.1.3. Dog Commands Evaluation
4.1.4. Public Readiness
4.1.5. Trainer/Caretaker Notes