Check paperwork saved for later

SOP MGR-05 · Manager manual

1 Purpose

Read the copies of paperwork that groomers saved with Check it later, and record the dates of each shot.

Managers only.

On the Admin overview, click Paperwork to check. The list opens, one line per copy, with the dog, the owner, and AI has read it if the AI has already read the copy.
Click Check it beside the copy. The dog’s paperwork box opens at the top of the list.

The pages of the copy appear at the top, large, with the date form under them. Click a page to open it full size.

If the Have the AI read it button is shown, you may click it. The AI reads the pages and fills in the dates it finds, usually in under a minute. Each date it fills in says AI filled this in · check it against the page. The AI can be wrong: check every date it fills in against the page.
For each vaccine the paperwork shows, click Given and enter the date the shot was given, exactly as the paper prints it.
Click Expires and enter the expiry date, exactly as the paper prints it.

A shot with no expiry date on the paper cannot be recorded. The system never guesses one. Leave that vaccine’s dates empty.
For each vaccine that is not on the paperwork, click Not on their paperwork beside its name. The line changes to Asked the owner · reminder in a week, and the shop asks the owner for it.
Click Save shot (or Save followed by the number of shots). Each saved vaccine shows Saved · checked by hand in green.
Click Done checking. The box closes.

To stop part-way and come back to it, click Save for later instead. The copy stays on the list.

If a copy is not paperwork for this dog, or cannot be read at all:

Click Remove beside it.
When asked Remove this copy of the dog’s paperwork?, click OK. Its pages are deleted.

The copy leaves the Paperwork to check list, and the dog’s card shows the shots you saved. Shots you save need no second look.