The Treatment and Checks Dashboard is a list of all scheduled treatments, checks, and rechecks. You can use this dashboard to:

Access Treatment and Checks Dashboard

1. To access the treatment and checks dashboard, go to Vet Care module and Choose the Treatment and Checks menu option.

By default, the dashboard shows a list of all incomplete treatments, checks, and rechecks for all facilities starting from the earliest date.

2. Refine the list by using the Filter Search area and click Search.

Note: You must click search for your filters to be applied.

• Example 1: As husbandry staff for ECRF Floor 2 needing all incomplete treatments, use the following filters: Type = Treatment, Facility = ECRF Floor 2, and Responsible Role = Husbandry staff.

• Example 2: As Clinical staff, needing a list of all treatments and checks completed before 2/1/2026 for an animal named “Animally” use the following filters: Activity Status = Completed, Completed Date = no from date but To = 2/1/2026, and Animal Name = Animally.

3. Treatments and checks that match the search are found in the search results table. The results table is sortable by certain fields.

• To sort by a field, click the blue column header (if the header isn’t blue, it isn’t a sortable column).
• To open a treatment or check, click the edit button.

Note: Do not click the Card ID / Cage Level ID, as that will open the card instead of the treatment, check, or recheck.

4. To download the list of Treatments and Checks to a spreadsheet, click Download Reports.

• Select the columns to include in the downloaded report from available columns by moving them to the selected columns.
• Click Download.

Complete a Treatment

The Treatment and Checks Dashboard is a list of all scheduled treatments, checks, and rechecks.

1. To access the treatment and checks dashboard, go to Vet Care module and Choose the Treatment and Checks menu option.

2. By default, the dashboard shows a list of all incomplete treatments, checks, and rechecks for all facilities. Add filters such as Facility and Responsible Role of Husbandry to refine the list and click Search.

Treatments for that facility will be listed on the search results table.

3. To open a treatment, click the edit button.

NOTE: Do not click the Card ID / Cage Level ID, as that will open the card instead of the treatment.

4. Review the treatment details in the activity information section.

5. Complete Treatment Form by adding completion notes and uploading any pictures.

6. Click complete to complete the treatment.

7. Return to your Treatment and Checks Dashboard tab to complete the next treatment.

Complete a Check/Recheck

The Treatment and Checks Dashboard is a list of all scheduled treatments, checks, and rechecks.

1. To access the treatment and checks dashboard, go to Vet Care module and Choose the Treatment and Checks menu option.

2. By default, the dashboard shows a list of all incomplete treatments, checks, and rechecks for all facilities. Add filters such as Facility and Responsible Role of Husbandry to refine the list and click Search.

Treatments for that facility will be listed on the search results table.

3. To open a treatment, click the edit button.

NOTE: Do not click the Card ID / Cage Level ID, as that will open the card instead of the treatment.

4. Review the case details in the activity information section and previous history in the health concern, check/recheck, and treatment history sections.

5. Complete Check Form – add required information indicated with a red asterisk. If needed, change the Severity from routine and upload any pictures.

• When completing your check/recheck, you can either schedule your next recheck or permanently close the health case and stop any related treatments.

6. To schedule the next recheck, select Schedule next recheck from the Action field and enter Recheck Date.

 

7. To close the health case, choose Permanently Close the Case/Stop Treatments in the Action field.

8. Click Complete to complete the check/recheck.

Schedule Treatment(s)

Treatments for animals are added from the animal record in RASS.

1. To open an animal record, go to Create a Health Case from the Vet Care menu and search for the animal using search filters.

• Or, if you are in a check/recheck for an animal, choose Go to Vet Care record by clicking the link from the Activity Information section of the check/recheck form:

2. Once in the animal record, go to the Treatments and Checks section and click Add Treatment Plan.

3. Treatment plans can be added using templates or from scratch. Use templates when adding routine treatments such as nail trims or vaccinations.

3a. To add a treatment plan using a template:

1. On the treatment plan form, complete the required information. In Do you want to import treatment components from a template?, choose “Yes.”
2. Select the template from the drop-down list.
3. Import components from the template.
   • Note: Click Add Additional Treatment Components to include ad hoc treatments along with the routine treatments as part of this plan.
4. Click Save and Generate Activities to schedule the treatments.
   • Note: Use Save Draft to save the treatment plan without scheduling the treatments so that you can finish and schedule it at a later time.

3b. To add a treatment plan from scratch:

1. On the treatment plan form, complete the required information. In Do you want to import treatment components from a template? choose No.
2. Click Add Additional Treatment Components to build the plan.
3. Select the Type = Treatment.
4. Add the details of the treatment component by completing the required fields. Click Save.

4. Repeat from Step 2 for each additional component.

5. Click Save and Generate Activities to schedule the treatments.

Note: Use Save Draft to save the treatment plan without scheduling the treatments so that you can finish and schedule it at a later time.