SOLUTIONS BUILT RIGHT

1. Report a Bug

Mistake happen, it is what makes us human. If you find a error within our solution, feel free to let us know.

Built4 Pets Providers Manual

  EDIT MODE
  VIEW MODE

3. Submit a Question

If you are unsure of how something works or have a question in general, feel free to contact us.

Built4 Pets Providers Edit Mode


To use this help file, click on the plus sign to open or maximize and the minus sign to close or minimize.

The DATA MODE has two functions: to add a new record and to edit a record. This is the section all the data entry, editing, and deleting is done.

edit mode toolbar
  • The first two icons provide the process to ENTER your work and save the information or to CANCEL the entire record. Simply, enter in any information that you want associated with your pet's provider and click on the ENTER icon. It is just that easy!
  • Notice the MODE INDICATOR is displaying EDIT MODE. The Reports are not accessible in this view. A popup will remind you of this. Reports are only accessible in the VIEW MODE.

edit main section

The provider's name is the only required field. When you click on the ADD button, a new record is automatically added and ready for you to begin. As you will notice in the example, several fields have not been filled in. It is up to you how much information is added with each pet.

staff

Pets and clinics seem to go hand in hand. Keeping track of which staff member at which clinic at times became a chore. So I added a STAFF section to associate with the clinic. This is very handy in remembering which vet seen which pet.

Now you can easily assign staff to each clinic and then assign each staff member to each visit with a click of your mouse.

quickfind

Quick Find is not active in EDIT MODE. You will notice the names are greyed out.

notes

Need to keep a note about your pet provider? When are they returning from holiday? Perhaps you want to remember a special event they are having? To view the details of any note, simply click on the small blue dot. If you have several notes, you will be able to quickly review each note by clicking the the blue dot in front of the note.

notes

To edit that note, while it is active (showing in the viewing area), click on the edit pencil. A blue popup appears showing all the information for that note. [1] You can arrow through the notes using the arrows. [2] The current provider is shown to remind you which provider you are working in. [3] Make any changes to your note. When you are finished, click on the CLOSE icon to save your work.

To add a note just click on the edit pencil icon. If no new note shows, then simply click on the ADD [4] icon to start a fresh new note.

Type up your note, click on the CLOSE icon when you finished. Your note is now saved.

hours

Trying to remember the clinic's hours just got easy. Enter in the hours while in EDIT MODE and they will be viewable anytime you need them. While in edit mode simply click in the field and type in the information.

Care Records Manuals

Online manual focusing on the records section of Built4 Pets.

  RECORD VIEW MODE
  RECORD EDIT MODE

Provider Manuals

Online manual focusing on the provider section of Built4 Pets.

  PROVIDER VIEW MODE

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