Animal Registry - Adding Individual Animals

Summary

OERCA's Animal Registry tool allows you to manage the addition of new individuals and collections to your Facility; and also maintain other census transactions such as transfers and mortalities.  This article will show you how to add individual animals to the system

NOTE:  To learn more about the difference between Collections and Individuals in OERCA, check out our Knowledge Base article Collection vs Individual. 

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TO ADD AN INDIVIDUAL ANIMAL FOLLOW THESE STEPS:

1. Click on the Registry button in the top navigation bar.
2. Click the plus [+] sign next to "INDIVIDUAL".

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OVERVIEW OF THE ADD INDIVIDUAL TOOL

The following is an overview of the key features in the "Add Individual" component of the Registry tool.  For more information regarding the specifics of the data entry fields located in the left hand panel, scroll further down the page or click HERE.

1. Data Entry Fields:  The data entry fields in the left panel are used to provide details about the individual animal.  Only the fields with a red asterisks are required to create an individual in the system.  Think of this information as the animal's birth certificate.
2. Training Tools:  This switch can be toggled to the "Yes" position to provide additional metrics allowing the User to record behavioral data. 
3. Add A Single Record:  Clicking this plus icon will reset all data entry fields and allow you to begin adding information for a new individual.
4. Duplicate Selected Record:  This button allows the User to create duplicates of a record they are entering.  This can be helpful if adding multiple individuals of the same species in the same Area/Exhibit.
5. Save:  Clicking the green check-mark will save the record to a "card" and move it to the staging area on the right hand side.
6. Staging Area:  The panel on the right serves as a staging area.  Once data fields are filled out on the left and the green check-mark is clicked, a "card" will be created and display within this staging area. This will allow the User to create multiple individuals quickly without having to submit them permanently to the system. 

   TIP:  If a card is selected (clicked on) in the right panel, the data fields in the left panel will show that card's information and can be edited.

7. Upload:  Click the upload button to permanently add all cards in the staging area to the system.

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FILLING OUT THE DATA FIELDS

The following bullet points briefly describe each field that can associated with an individual Animal.  ONLY THE DATA FIELDS THAT HAVE A RED ASTERISKS ARE REQUIRED FIELDS.  The rest are optional.

1. Facility/Store:  Select the Facility or Store receiving the individual.
2. Area/Exhibit: Select the Area/Exhibit receiving the individual.
3. Genus & Species:  Select the genus/species by clicking inside the data field which will trigger the "Select Species" popup modal.  In this popup modal you can search for species by both scientific name and common name.
4. Given Name:  Enter the "house name" or other name/ID that is assigned to the individual.
5. Sex: Select gender of the individual.
6. Birth Date:  Enter birth date if known.  If the birth date is not known, it is suggested you enter an estimated birth date as this will be used display age in certain features and reports.
7. Value:  Enter the monetary value to acquire the individual.  OERCA can use this information to create cost reports on animal inventory. 
8. Source:  Select the source from which you acquired the individual.  This drop-down is a configured list that can be entered at both the Company and Facility level. 
9. Origin:  This identifies where the individual originated from.  For most Companies this selection is limited to either "birth" (born in managed care) or "collected" (obtained from the wild).  
10. Acquisition Date:  Date your Facility acquired the individual.
11. Acquisition:  This identifies how your Facility acquired the individual.  This may or may not be the same as the Origin. 
12. Other Identifiers: This group of data fields can be used to enter more detailed information regarding acquisition, ID's and physical characteristics. 
13. Training Tools:  If you would like to record behavioral data such as session types, duration and other "session" information toggle the switch to "Yes". 
14. Save:  When the information is complete, click the green check mark to save it, move it to the "staging area" and clear the entry form for a new addition (if required). 

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ADDING GENUS SPECIES (SELECT SPECIES POPUP MODAL)

When you are filling out your Data Fields (as described above), the following information will assist you when assigning the genus/species.

NOTE:  The popup modal you see below is launched when the User clicks inside the data entry field for Genus & Species as described in Step #3 above.

1. Search for the species of the individual animal you are entering.  You can search by both scientific name or common name; however, since common names can vary greatly we suggest searching by scientific name.  Search function will accept partial searches.  
2. You can reset the search field by clicking the reset icon
3. When you find the species you are looking for, click on the green check mark in the corresponding row to enter it into the data field.