Upload Documents to an Animal
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Uploading and assigning documents to an animal in care is a simple process with BARRK! |
To assign-upload a document for an animal, open the ANIMALS category from the Main page - or - by using the Animals icon on the top of your screen 
. A list of saved animals will appear.
- Click on the animal's name.
- When the animal's page has appeared, click on the "Documents" tab on the top of the information box.
- Click the "Add Document" tab.
In the "Document" area:
- Enter the name of the document (as it will be displayed to other BARRK users.)
- The Access Level will display "Level 1" by default, which can be seen by everyone. You may assign other user privileges to each document if desired. (Please CLICK HERE to read about user privileges.)
- Leave the Request "Upload when ready" box unchecked if you HAVE a document to upload.
- Check the Request "Upload when ready" box if you DO NOT have the document and are waiting. (*see "Requesting Documents" below)
In the "Information" area:
- Choose the file from your computer.
- Enter a Category (eg. Vet Bills, Financial Statements.)
- Enter a Description for the document (eg. so others get an idea of its subject matter, without having to view the document itself.)
- Enter any Notes that pertain to the document (eg. information about the source of the document.)
Click "Save" and your document will a) start uploading if one is chosen; or b) record a "request" on the documents screen if no file is available for upload.
From here, you can view info, download, edit, or delete the document (depending on your privileges). The icon options will be shown at the right-hand side of the document's row. If you don't see all of these options, then you may not have sufficient privileges to be able to perform all of these things. (*see above note for privileges)
There is also a "Comments" tab, for other users to add their input. This tab will leave a time/date stamp, along with the user's name who left the comment. To access the comments, you must select the "Info" icon., and then select the Comments tab of the document's detail page.
Requesting Documents
Record documents which you are waiting for (such as results from a blood test, etc)
- Repeat steps 1 and 2 from the instructions above.
- Click the "Request Documents" tab.
- Enter the name of the document which you are requesting and enter the access level. (*see above note for priviledges)
- Click "Save" and you will see the file request on the animal's document screen in the details column.
- When you receive the document and are ready to upload, simply click on the "Upload" button on the right.
- Choose the file to upload from your computer. Enter the Information area: category, description and any notes regarding the document.
- Click "Save."
- The "Request" in the details column has recorded the file size and the "Upload" button has disappeared.
