RESPONSIBLE PERSONS
Chapter 1 – Registering a responsible person - I>
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Step 1:
To register a responsible person for a holding, open the Persons register. |
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Step 2:
Select the ADD button to open the information box. |
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Step 3:
Add the NAME, SURNAME, ID number of the Legal or Physical person being added to the register. For physical person add the Gender. Add the contact details and the address of residence of the legal or physical person. SAVE the entry. |
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Step 4:
The ADD button for registering a person is also available from the HOLDING screen, within the KEEPER, HERDER and HOLDING ASSOCIATED screens. |
Chapter 2 – Finding and reviewing a responsible person
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Step 1:
To find a responsible person, open the Persons register. |
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Step 2: You can search for a Person using a variety of indicators and you can filter the results further as needed.
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Step 3:
Click on the selected row to access the person information for review and editing. Save the record when done. |
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Step 4:
Open the holding tab to see the Holdings to which the person being reviewed has been assigned/linked to as a keeper. You can add a link to a holding using the FIND EXISTING button, opening the Holding registry for searching and selection. In the same manner you can also review and link a holding for the functions HERDER and HOLDING ASSOCIATED, using the respective tabs. |
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Step 5:
You can print the KEEPER CERTIFICATE using the PRINT button, for the selected person. |
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Step 6:
The KEEPER CERTIFICATE lists the details of the keeper and all of the holdings and respective functions to which he is linked to. |
Chapter 3 – Assigning and editing Responsible Persons to holdings
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Step 1:
To Assign a responsible person to a holding, navigate to the Holding screen of the targeted holding. |
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Step 2:
Open the People tab to access the various functions for responsible people in the holding. |
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Step 3:
You can add a KEEPER to the holding using the FIND EXISTING if the person to be assigned has already been registered. You can also select ADD and register a new person which will be automatically linked to the holding. If needed you can remove the keeper by selecting it and using the REMOVE KEEPER button. |
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Step 4:
If for a holding you would like to assign a LEGAL ENTITY as a keeper, the system will suspend the action until you have nominated a Physical Entity as Associated Person first, i.e. a contact/ responsible person for the LEGAL ENTITY. |
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Step 5:
You can add a HERDER (temporarily responsible during movement of animals and flocks), using the FIND EXISTING button in the HERDER tab, if the person to be assigned has already been registered. You can also select ADD and register a new person which will be automatically linked to the holding. If needed you can remove the herder by selecting it and using the REMOVE HERDER button. |
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Step 6:
If you would like to add period of validity for the assignment of the Herder, use the SET ACTIVITY PERIOD button, and enter the start and end dates of the Herder activity period. |
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Step 7:
A HOLDING ASSOCIATED person/s are those residing in the holding and linked / related to the KEEPER, however not directly responsible for the animals. They can act as alternative contacts for the holding. You can add a HOLDING ASSOCIATED person using the FIND EXISTING button if the person to be assigned has already been registered. You can also select ADD and register a new person which will be automatically linked to the holding. If needed you can remove the person by selecting it and using the REMOVE HOLDING ASSOCIATED button. |