Difference between revisions of "MANAGEMENT OF INVENTORY ON NFA ORGANIZATIONAL UNIT LEVEL"

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'''3.''' typing and SEARCH for the GEOSTAT CODE of the office.
'''3.''' typing and SEARCH for the GEOSTAT CODE of the office.
|-
|-
|[[File:Step 1.3 Chapter 1.png|left|frameless]]
|
|<span style="color:#ff0000">'''Step 3: Entering the selected NFA office inventory'''</span>
|<span style="color:#ff0000">'''Step 3: Entering the selected NFA office inventory'''</span>
Once the list of selected offices is displayed, click on the row of the selected office.
Once the list of selected offices is displayed, click on the row of the selected office.
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<u>Note</u>: selection of a maximum of 10,000 tags will be displayed on the screen, although many more might be in the inventory. A software limitation prevents more tags to be displayed at one time.
<u>Note</u>: selection of a maximum of 10,000 tags will be displayed on the screen, although many more might be in the inventory. A software limitation prevents more tags to be displayed at one time.
|-
|-
|[[File:1.5 Chapter 1.png|left|frameless]]
|[[File:Step 1.5 Chapter 1.png|left|frameless]]
|<span style="color:#ff0000"> '''Step 5: Searching the inventory3.''' </span>
|<span style="color:#ff0000"> '''Step 5: Searching the inventory3.''' </span>
Searching for TAG TYPE requires selection of the type, ⇒ SEARCH.
Searching for TAG TYPE requires selection of the type, ⇒ SEARCH.
Any filtering you apply afterward will be further narrowing the selection on the screen and will not show tags that are not among those maximum 10,000 shown on the screen.
Any filtering you apply afterward will be further narrowing the selection on the screen and will not show tags that are not among those maximum 10,000 shown on the screen.
|-
|-
|[[File:1.6 Chapter 1.png|left|frameless]]
|[[File:Step 1.6 Chapter 1.png|left|frameless]]
|<span style="color:#ff0000"> '''Step 6: Searching a range''' </span>  
|<span style="color:#ff0000"> '''Step 6: Searching a range''' </span>  
'''4.''' The search can be started or refined by entering a RANGE of ear tags and pressing SEARCH.
'''4.''' The search can be started or refined by entering a RANGE of ear tags and pressing SEARCH.
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To validate a range for missing tags, use the VALIDATE RANGE button.
To validate a range for missing tags, use the VALIDATE RANGE button.
|-
|-
|[[File:1.7 Chapter 1.png|left|frameless]]
|[[File:Step 1.7 Chapter 1.png|left|frameless]]
|<span style="color:#ff0000"> '''Step 7: Validating a range''' </span>   
|<span style="color:#ff0000"> '''Step 7: Validating a range''' </span>   
Select the range of tags and the type of tags that you are validating and press the VALIDATE RANGE button.
Select the range of tags and the type of tags that you are validating and press the VALIDATE RANGE button.
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{|
{|
|+
|+
![[File:2.1 Chapter 2.png|left|frameless]]
![[File:Step 2.1 Chapter 1.png|left|frameless]]
|<span style="color:#ff0000">'''Step 1: Navigate to the Order Screen''' </span>  
|<span style="color:#ff0000">'''Step 1: Navigate to the Order Screen''' </span>  
You can navigate to the Order Screen from the NFA Main Organizational Unit screen.
You can navigate to the Order Screen from the NFA Main Organizational Unit screen.
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To create a new order, select the ADD button to initiate a new order.
To create a new order, select the ADD button to initiate a new order.
|-
|-
![[File:2.2 Chapter 2.png|left|frameless]]
![[File:Step 2.2 Chapter 1.png|left|frameless]]
|<span style="color:#ff0000">'''Step 2: Add the general ORDER data''' </span>   
|<span style="color:#ff0000">'''Step 2: Add the general ORDER data''' </span>   
'''1.''' Select the Organizational Unit Name placing the order;
'''1.''' Select the Organizational Unit Name placing the order;
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[[Business Rules|BR1]]: The order number cannot repeat.
[[Business Rules|BR1]]: The order number cannot repeat.
|-
|-
![[File:2.3 Chapter 2.png|left|frameless]]
![[File:Step 2.3 Chapter 2.png|left|frameless]]
|<span style="color:#ff0000">'''Step 3: Provide the ORDER specifics''' </span>   
|<span style="color:#ff0000">'''Step 3: Provide the ORDER specifics''' </span>   
Once the order is created you can enter it by clicking on it in the grid.
Once the order is created you can enter it by clicking on it in the grid.
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By clicking on the ADD button.
By clicking on the ADD button.
|-
|-
![[File:2.4 Chapter 2.png|left|frameless]]
![[File:Step 2.4 Chapter 1.png|left|frameless]]
|<span style="color:#ff0000">'''Step 4: Add the Supplier details''' </span>  
|<span style="color:#ff0000">'''Step 4: Add the Supplier details''' </span>  
The supplier details identify the Basic and Contact information for the supplier company delivering the order, ⇒ SAVE.
The supplier details identify the Basic and Contact information for the supplier company delivering the order, ⇒ SAVE.
|-
|-
![[File:2.5 Chapter 2.png|left|frameless]]
![[File:Step 2.5 Chapter 2.png|left|frameless]]
|<span style="color:#ff0000">'''Step 5: Range of the tags''' </span>   
|<span style="color:#ff0000">'''Step 5: Range of the tags''' </span>   
Select the RANGE icon to enter the range of tags and press ADD a New Range.
Select the RANGE icon to enter the range of tags and press ADD a New Range.
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and ⇒ SAVE.
and ⇒ SAVE.
|-
|-
|[[File:2.6 Chapter 2.png|left|frameless]]
|[[File:Step 2.6 Chapter 2.png|left|frameless]]
|<span style="color:#ff0000">'''Step 6: Range overview''' </span>   
|<span style="color:#ff0000">'''Step 6: Range overview''' </span>   
The created ranges will be displayed, and you can ADD multiple ranges of various tags for various animals in one order.
The created ranges will be displayed, and you can ADD multiple ranges of various tags for various animals in one order.
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[[Business Rules|BR2]]: The ranges of tags may not duplicate across species to prevent duplications and each species should have a codified starting number for the range.
[[Business Rules|BR2]]: The ranges of tags may not duplicate across species to prevent duplications and each species should have a codified starting number for the range.
|-
|-
|[[File:2.7 Chapter 2.png|left|frameless]]
|[[File:Step 2.7 Chapter 2.png|left|frameless]]
|<span style="color:#ff0000">'''Step 7: Confirm delivery of the Order''' </span>   
|<span style="color:#ff0000">'''Step 7: Confirm delivery of the Order''' </span>   
Once the order has arrived, from the ORDER listing select the Order in question and ACTION ⇒ CHANGE STATUS ⇒ DELIVERED button transfer the order to delivered status.
Once the order has arrived, from the ORDER listing select the Order in question and ACTION ⇒ CHANGE STATUS ⇒ DELIVERED button transfer the order to delivered status.
|-
|-
|[[File:2.8 Chapter 2.png|left|frameless]]
|[[File:Step 2.8 Chapter 2.png|left|frameless]]
|<span style="color:#ff0000">'''Step 8: Transferring the order to the inventory''' </span>  
|<span style="color:#ff0000">'''Step 8: Transferring the order to the inventory''' </span>  
Select the order with DELIVERED status and select the Range in question.
Select the order with DELIVERED status and select the Range in question.
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|+
|+
|-
|-
|[[File:3.1.1 Chapter 3.png|left|frameless]]
|[[File:Step 3.1.1 Chapter 3.png|left|frameless]]
|<span style="color:#ff0000">'''Step 1: Transferring of individual tags to subordinated offices''' </span>  
|<span style="color:#ff0000">'''Step 1: Transferring of individual tags to subordinated offices''' </span>  


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[[Business Rules|BR3]]: As each tag sent individually is registered as a separate transfer, the number of tags that can be sent is limited to 10, to prevent overloading of the servers.
[[Business Rules|BR3]]: As each tag sent individually is registered as a separate transfer, the number of tags that can be sent is limited to 10, to prevent overloading of the servers.
|-
|-
|[[File:3.1.2 Chapter 3.png|left|frameless]]
|[[File:Step 3.1.2 Chapter 3.png|left|frameless]]
|<span style="color:#ff0000">'''Step 2: Select the organizational unit''' </span>  
|<span style="color:#ff0000">'''Step 2: Select the organizational unit''' </span>  


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{|
{|
|+
|+
|[[File:3.2.1 Chapter 3.png|left|frameless]]
|[[File:Step 3.2.1 Chapter 3.png|left|frameless]]
|<span style="color:#ff0000">'''Step 1: Distribution of a range of tags''' </span>  
|<span style="color:#ff0000">'''Step 1: Distribution of a range of tags''' </span>  
From the Main Organizational unit screen select the MOVE ITEMS BY RANGE button.
From the Main Organizational unit screen select the MOVE ITEMS BY RANGE button.
|-
|-
|[[File:3.2.2 Chapter 3.png|left|frameless]]
|[[File:Step 3.2.2 Chapter 3.png|left|frameless]]
|<span style="color:#ff0000">'''Step 2: Provide the transfer details''' </span>
|<span style="color:#ff0000">'''Step 2: Provide the transfer details''' </span>
Add the:
Add the:
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Press the MOVE INTEMS BY RANGE button.
Press the MOVE INTEMS BY RANGE button.
|-
|-
|[[File:3.2.3 Chapter 3.png|left|frameless]]
|[[File:Step 3.2.3 Chapter 3.png|left|frameless]]
|<span style="color:#ff0000">'''Step 3: Check the transfer order''' </span>  
|<span style="color:#ff0000">'''Step 3: Check the transfer order''' </span>  


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{|
{|
|+
|+
|[[File:3.3.1 Chapter 3.png|left|frameless]]
|[[File:3.3.1.png|left|frameless]]
|<span style="color:#ff0000">'''Step 1: Transit report''' </span>   
|<span style="color:#ff0000">'''Step 1: Transit report''' </span>   
You can print the ear tag transit report by clicking on the INVENTORY MODULE REPORT.
You can print the ear tag transit report by clicking on the INVENTORY MODULE REPORT.
|-
|-
|[[File:3.3.2 Chapter 3.png|left|frameless]]
|[[File:Step 3.3.2 Chapter 3.png|left|frameless]]
|<span style="color:#ff0000">'''Step 2: Transit report''' </span>  
|<span style="color:#ff0000">'''Step 2: Transit report''' </span>  
The transit report provides for the history of transfers of tags between organizational units.
The transit report provides for the history of transfers of tags between organizational units.
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{|
{|
|+
|+
|[[File:4.1 Chapter 4.png|left|frameless]]
|[[File:Step 4.1 Chapter 4.png|left|frameless]]
|<span style="color:#ff0000">'''Step 1: Returning of a transfer of delivered tags''' </span>  
|<span style="color:#ff0000">'''Step 1: Returning of a transfer of delivered tags''' </span>  
A full shipment of tags that has been delivered to a Regional office or below can be returned to the supervisory office.
A full shipment of tags that has been delivered to a Regional office or below can be returned to the supervisory office.
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{|
{|
|+
|+
|[[File:5.1 Chapter 5.png|left|frameless]]
|[[File:Step 5.1 Chapter 5.png|left|frameless]]
|<span style="color:#ff0000">'''Step 1: Open the inventory search'''</span>  
|<span style="color:#ff0000">'''Step 1: Open the inventory search'''</span>  
Click on the ADDITIONAL SEARCH button on the main options screen.
Click on the ADDITIONAL SEARCH button on the main options screen.
|-
|-
|[[File:5.2 Chapter 5.png|left|frameless]]
|[[File:Step 5.2 Chapter 5.png|left|frameless]]
|<span style="color:#ff0000">'''Step 2: Enter the inventory number''' </span>  
|<span style="color:#ff0000">'''Step 2: Enter the inventory number''' </span>  
To search for a tag number, select the SEARCH ALL EAR TAGS (INVENTORY ITEM BUTTON) and on the following screen enter and SEARCH the exact number of the ear tag.
To search for a tag number, select the SEARCH ALL EAR TAGS (INVENTORY ITEM BUTTON) and on the following screen enter and SEARCH the exact number of the ear tag.
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{|
{|
|+
|+
![[File:6.1.1 Chapter 6.png|left|frameless]]
![[File:Step 6.1.1 Chapter 6.png|left|frameless]]
|<span style="color:#ff0000">'''Step 1: Navigate to the holding'''</span>  
|<span style="color:#ff0000">'''Step 1: Navigate to the holding'''</span>  
For how to navigate to a specific holding please check the HOLDING MANUAL.
For how to navigate to a specific holding please check the HOLDING MANUAL.
|-
|-
|[[File:6.1.2 Chapter 6.png|left|frameless]]
|[[File:Step 6.1.2 Chapter 6.png|left|frameless]]
|<span style="color:#ff0000">'''Step 2: Accessing the holding inventory of animal tags'''</span>  
|<span style="color:#ff0000">'''Step 2: Accessing the holding inventory of animal tags'''</span>  
Select the INVENTORY ITEM button to open the dialogue box with the inventory options.
Select the INVENTORY ITEM button to open the dialogue box with the inventory options.
|-
|-
|[[File:6.1.3 Chapter 6.png|left|frameless]]
|[[File:Step 6.1.3 Chapter 6.png|left|frameless]]
|<span style="color:#ff0000">'''Step 3: Displaying the inventory'''</span>  
|<span style="color:#ff0000">'''Step 3: Displaying the inventory'''</span>  
You can:
You can:
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'''3.''' Search per TAG TYPE.
'''3.''' Search per TAG TYPE.
|-
|-
|[[File:6.1.4 Chapiter 6.png|left|frameless]]
|[[File:Step 6.1.4 Chapter 6.png|left|frameless]]
|<span style="color:#ff0000">'''Step 4: Searching a range'''</span>  
|<span style="color:#ff0000">'''Step 4: Searching a range'''</span>  
The search per TAG TYPE can be started or refined by entering a RANGE of ear tags and pressing SEARCH.
The search per TAG TYPE can be started or refined by entering a RANGE of ear tags and pressing SEARCH.
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{|
{|
|+
|+
|[[File:6.2.1 Chapter 6.png|left|frameless]]
|[[File:Step 6.2.1 Chapter 6.png|left|frameless]]
|<span style="color:#ff0000">'''Step 1: Returning of a transfer of range of delivered tags'''</span>  
|<span style="color:#ff0000">'''Step 1: Returning of a transfer of range of delivered tags'''</span>  
A full shipment of tags that have been delivered to a holding can be returned to the supervisory office.
A full shipment of tags that have been delivered to a holding can be returned to the supervisory office.
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[[Business Rules|BR4]]: If any of the tags in the range of the transfer has been applied on an animal, it will not be possible for the shipment to return.
[[Business Rules|BR4]]: If any of the tags in the range of the transfer has been applied on an animal, it will not be possible for the shipment to return.
|-
|-
|[[File:6.2.2 Chapter 6.png|left|frameless]]
|[[File:Step 6.2.2 Chapter 6.png|left|frameless]]
|<span style="color:#ff0000">'''Step 2: Returning of a transfer of individual tags'''</span>  
|<span style="color:#ff0000">'''Step 2: Returning of a transfer of individual tags'''</span>  
Selected tags that have been delivered to a holding can be returned to the supervisory office.
Selected tags that have been delivered to a holding can be returned to the supervisory office.

Revision as of 01:48, 15 June 2021

CHAPTER 1 – Inventory basics – Types of tags and inventory review


Step 1.1 Chapter 1.png
 Step 1: Inventory

The inventory of animal tags in the NAITS system is accessible through the INVENTORY MANAGEMENT button.

Step 1.2 Chapter 1.png
 Step 1: Select the Organizational Unit

Inventory is managed on NFA Organizational Unit Level e.g. HQ, Region, Municipality, Community and Village. You can select your organizational unit by:

1. selecting the NFA office ORGANIZATIONAL UNIT TYPE, ⇒ SEARCH;

2. typing and SEARCH for the NAME of the office; or

3. typing and SEARCH for the GEOSTAT CODE of the office.

Step 3: Entering the selected NFA office inventory

Once the list of selected offices is displayed, click on the row of the selected office.

Note: You can use the FILTER functionality to reduce the number of offices listed, to speed up your search.

File:Step 1.4 Chapter 1.png
 Step 4: Displaying the inventory

The upper right part of the screen displays the Organizational unit level and the responsible person. Select the inventory item button to open the dialogue box for searching through the inventory in this organizational unit. You can: 1. search for the exact individual animal tag by selecting EAR TAG NUMBER and by typing the number, ⇒ SEARCH; or 2. search for the exact ORDER NUMBER by typing the number, ⇒ SEARCH. Note: selection of a maximum of 10,000 tags will be displayed on the screen, although many more might be in the inventory. A software limitation prevents more tags to be displayed at one time.

Step 1.5 Chapter 1.png
 Step 5: Searching the inventory3.

Searching for TAG TYPE requires selection of the type, ⇒ SEARCH. Any filtering you apply afterward will be further narrowing the selection on the screen and will not show tags that are not among those maximum 10,000 shown on the screen.

Step 1.6 Chapter 1.png
 Step 6: Searching a range

4. The search can be started or refined by entering a RANGE of ear tags and pressing SEARCH.

Note: The searching of the range is limited to 1,000 ear tags. If some tags from the range are missing the number of tags displayed will be less than 1,000.

To validate a range for missing tags, use the VALIDATE RANGE button.

Step 1.7 Chapter 1.png
 Step 7: Validating a range

Select the range of tags and the type of tags that you are validating and press the VALIDATE RANGE button.

If any ear tag numbers are missing from the range the system will provide an alert, listing the missing numbers.

Note: Ranges of up to 2,000 ear tags can be validated at one time.


CHAPTER 2 – Adding and activating a new order of animal tags (HQ level only)


Step 2.1 Chapter 1.png
 Step 1: Navigate to the Order Screen

You can navigate to the Order Screen from the NFA Main Organizational Unit screen.

The list of completed orders will be displayed, showing the ORDER STATUS.

Statuses and meaning:

• Valid means that the order has been Drafted and is in progress.

• Delivered order means that the order has been received by the Office, but the numbers have not been placed in circulation.

To create a new order, select the ADD button to initiate a new order.

Step 2.2 Chapter 1.png
 Step 2: Add the general ORDER data

1. Select the Organizational Unit Name placing the order;

2. The responsible person;

3. The order number;

4. The procurement number; and

5. The date of creating the order is added automatically.

SAVE the order, which will be now added to the list of orders in the Order screen.

You can edit the order details as needed by re-accessing the General screen in the Order.

BR1: The order number cannot repeat.

Step 2.3 Chapter 2.png
 Step 3: Provide the ORDER specifics

Once the order is created you can enter it by clicking on it in the grid.

Within the Order you can:

1. Edit the GENERAL order info added before;

2. Provide the SUPPLIER ORDER details; and

3. Provide the RANGE/s of the order.

By clicking on the ADD button.

Step 2.4 Chapter 1.png
 Step 4: Add the Supplier details

The supplier details identify the Basic and Contact information for the supplier company delivering the order, ⇒ SAVE.

Step 2.5 Chapter 2.png
 Step 5: Range of the tags

Select the RANGE icon to enter the range of tags and press ADD a New Range.

In the newly opened window add the:

1. Tag type;

2. Starting and Ending tag ID number;

3. Quantity (only for flock/herd tags);

4. Units of tags;

5. Manufacturer;

6. Model of tags

and ⇒ SAVE.

Step 2.6 Chapter 2.png
 Step 6: Range overview

The created ranges will be displayed, and you can ADD multiple ranges of various tags for various animals in one order.

BR2: The ranges of tags may not duplicate across species to prevent duplications and each species should have a codified starting number for the range.

Step 2.7 Chapter 2.png
 Step 7: Confirm delivery of the Order

Once the order has arrived, from the ORDER listing select the Order in question and ACTION ⇒ CHANGE STATUS ⇒ DELIVERED button transfer the order to delivered status.

Step 2.8 Chapter 2.png
 Step 8: Transferring the order to the inventory

Select the order with DELIVERED status and select the Range in question.

Through the ACTIONS ⇒ GENERATE INVENTORY ITEM ⇒ GENERATE INVENTORY ITEM button the tags will be generated and displayed in the main inventory listing.


CHAPTER 3 – Sending animal tags to subordinated offices


Sending individual tags


Step 3.1.1 Chapter 3.png
 Step 1: Transferring of individual tags to subordinated offices

Open the inventory screen for the Organizational Unit and search and select the tags that you would like to dispatch to a subordinated level of the organizational unit.


Click the MOVE ITEMS TO ORGANIZATIONAL UNIT button.

BR3: As each tag sent individually is registered as a separate transfer, the number of tags that can be sent is limited to 10, to prevent overloading of the servers.

Step 3.1.2 Chapter 3.png
 Step 2: Select the organizational unit

The system will display a list of one level below directly subordinated units, e.g. will display all the municipalities under a given Regional office.

The Tags following to the confirmation message will be forwarded to selected and recorded in the Outgoing transfer range.


Sending a range of tags

Step 3.2.1 Chapter 3.png
 Step 1: Distribution of a range of tags

From the Main Organizational unit screen select the MOVE ITEMS BY RANGE button.

Step 3.2.2 Chapter 3.png
 Step 2: Provide the transfer details

Add the:

1. Range from and Range to numbers;

2. The type of tags;

3. Quantity (only per flocks);

4. Arrival place (from the newly opened list);

5. Reason/Note.

Press the MOVE INTEMS BY RANGE button.

Step 3.2.3 Chapter 3.png
 Step 3: Check the transfer order

The Tags following to the confirmation message will be forwarded to selected and recorded in the OUTGOING TRANSFER screen.

You can also filter the transfers by the FILTER TRANSFERS BY RANGE button.


Transit report

3.3.1.png
 Step 1: Transit report

You can print the ear tag transit report by clicking on the INVENTORY MODULE REPORT.

Step 3.3.2 Chapter 3.png
 Step 2: Transit report

The transit report provides for the history of transfers of tags between organizational units.


CHAPTER 4 – Returning of animal tags to supervisory offices (not applicable to HQ)


Step 4.1 Chapter 4.png
 Step 1: Returning of a transfer of delivered tags

A full shipment of tags that has been delivered to a Regional office or below can be returned to the supervisory office.

Open the INCOMING TRANSFER screen. Select the shipment and selection of the RETURN INVENTORY ITEMS button.

After the confirmation, the transfer will be returned.


BR4: If any of the tags in the range of the transfer has been applied on an animal, it will not be possible for the shipment to return.


CHAPTER 5 – Searching for animal tags on a national level


Step 5.1 Chapter 5.png
 Step 1: Open the inventory search

Click on the ADDITIONAL SEARCH button on the main options screen.

Step 5.2 Chapter 5.png
 Step 2: Enter the inventory number

To search for a tag number, select the SEARCH ALL EAR TAGS (INVENTORY ITEM BUTTON) and on the following screen enter and SEARCH the exact number of the ear tag.

Click on the row and in the upper left corner the organizational unit where the tag is located will be displayed.


CHAPTER 6 – Management of tags on holding level


Review of the inventory

Step 6.1.1 Chapter 6.png
 Step 1: Navigate to the holding

For how to navigate to a specific holding please check the HOLDING MANUAL.

Step 6.1.2 Chapter 6.png
 Step 2: Accessing the holding inventory of animal tags

Select the INVENTORY ITEM button to open the dialogue box with the inventory options.

Step 6.1.3 Chapter 6.png
 Step 3: Displaying the inventory

You can:

1. search for the exact individual animal tag by selecting EAR TAG NUMBER and by typing the number, ⇒ SEARCH;

2. search for the exact ORDER NUMBER by typing the number, ⇒ SEARCH;

3. Search per TAG TYPE.

Step 6.1.4 Chapter 6.png
 Step 4: Searching a range

The search per TAG TYPE can be started or refined by entering a RANGE of ear tags and pressing SEARCH.

Note: The searching of the range is limited to 1,000 ear tags. If some tags from the range are missing the number of tags displayed will be less than 1,000.


Returning animal tags


Step 6.2.1 Chapter 6.png
 Step 1: Returning of a transfer of range of delivered tags

A full shipment of tags that have been delivered to a holding can be returned to the supervisory office.

Open the INCOMING TRANSFER screen. Select the shipment and selection of the RETURN INVENTORY ITEMS button.

After the confirmation, the transfer will be returned.


BR4: If any of the tags in the range of the transfer has been applied on an animal, it will not be possible for the shipment to return.

Step 6.2.2 Chapter 6.png
 Step 2: Returning of a transfer of individual tags

Selected tags that have been delivered to a holding can be returned to the supervisory office.

Open the INVENTORY ITEM, search for the tags and select them and press the RETURN INVENTORY ITEMS button.

After the confirmation, the transfer will be returned.


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