Animal Registry - Transfer/Reductions

Summary

OERCA's Animal Registry tool allows you to manage the addition of new individuals and collections to your Facility; and also maintain ongoing census transactions. The article below will show you how to transfer animals between area/exhibits or Facilities; and also how to reduce census numbers due to mortality, release or other events.

NOTE: Take a look at our Knowledge Base article Collection vs Individual to learn more about this distinction in OERCA. 

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TO TRANSFER ANIMALS OR REDUCE CENSUS NUMBERS
USING THE REGISTRY TOOL FOLLOW THESE STEPS:

1. Click on the Registry button in the Navigator panel on the left.
2. Click the arrow icon next to "MOVE/REDUCE".

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TO REDUCE CENSUS NUMBERS DUE TO MORTALITY,
RELEASE OR OTHER EVENT, FOLLOW THESE STEPS:

*If you are transferring animals, click HERE for instructions.

1. Facility/Store: Select a Facility/Store from the drop-down menu.  This will filter the location list to only areas/exhibits within the selected Facility/Store.
2. Location: Select the Location (area/exhibit) in which you are reducing census numbers.
3. Transaction Type: Choose the type of reduction you are recording.  Choices are Mortality, Release or Other.

   IMPORTANT:  Each time a new Transaction Type is selected from the drop-down list, the species list refreshes.  If you select the species first and THEN the transaction type, your species selection will default back to the first species in the list which may not be the correct selection.  To avoid this ALWAYS follow the order indicated here (Steps #1-3) BEFORE you select a species (Step #4).   

4. Select Species: Select the species in which you are reducing census numbers.
5. Click Arrow Icon: Click the top arrow icon to trigger a popup Reduction modal.  This will allow you to assign a date, time, quantity and disposition to the record.  When the information from the popup modal is entered, the transaction will appear in a list on the right hand staging panel. 

   TIP:  The staging panel allows you to quickly add numerous mortality events (or other reductions) to a view list, and then the opportunity for a final review before records are submitted. 

   NOTE:  The popup reduction modal is not shown in the image above.  Please see the section below for details on this component.

6. Save Transaction: Click the green check-mark to save and permanently add all transactions shown in the staging panel to the system.

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REDUCTION/TRANSFER MODAL

Below are details regarding the popup reduction modal described above.  This modal is triggered when a species is selected and the arrow icon is clicked.

1. Date: Enter date of reduction.
2. Time: Enter time of reduction.
3. OID:  Select the OID of the collection group you are a reducing/transferring.

   IMPORTANT:  When transferring/reducing Collections, you must select an OID to complete the transaction and trigger the Save button (green check mark) to appear.  If an OID is not selected the transaction cannot be completed.

4. Quantity: Enter quantity of reduction.  If a number is only placed in the "Qty Total" field, the Unknown (Unk) field will automatically duplicate with the same value by default. 
5. Disposition: Select a disposition choice from the drop-down menu.
6. Comments: Add any comments you might want noted.
7. Save: Click the green check-mark to save and move transaction to the staging panel.

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TO TRANSFER CENSUS NUMBERS FROM ONE
AREA/EXHIBIT TO ANOTHER, FOLLOW THESE STEPS:

NOTE:  You can transfer individuals or collections between exhibits in the same Facility (Intra-Facility), exhibits in two different Facilities (Inter-Facility) and even to other Companies (Inter-Company).

1. Facility/Store: Select a Facility/Store from the drop-down menu.  This will filter the location list to only areas/exhibits within the selected Facility/Store.
2. Location: Select the Location (area/exhibit) in which you are transferring animal FROM.
3. Transaction Type: Choose the type of transfer you are recording.  Choices are Intra-Facility (between area/exhibits in the same Facility), Inter-Facility (between area/exhibits in different Facilities) or Inter-Company (between area/exhibits in different Companies). 

   NOTE: When any "Transfer" option is selected from the Transaction Type drop-down, a new Location drop-down will appear allowing the User to select the destination of the transfer.  The transfer function will remove a quantity from one area /exhibit and add it to another area/exhibit.
   

4. Location (Destination):  Select the destination area/exhibit from the drop-down menu.  This will be the area/exhibit the animal(s) are being transferred TO.
5. Select Species: Select the species being transferred.
6. Click Arrow Icon: Click the top arrow icon to trigger a popup transfer modal.  This will allow you to assign a date, time and quantity to the record.  When the information from the popup modal is entered, the transaction will appear in a list on the right hand staging panel. 
7. Save Transaction: Click the green check-mark to save and permanently add all transfers shown in the staging panel to the system.