Learn how to create a record for your farm. Below we will show you the steps to do so, and explain each section of creating a record.

‘Create’ Record Permission

• In order to create records, a user first needs to have the ‘create’ record permission enabled. 

Steps to Create a Record - Mobile

1. Select the blue plus sign on your screen.
2. Select ‘Create Record’.
   1. Or - If you are on the records page, hold and press the blue plus sign.
3. Add information such as content, attachments (photo's, videos, files etc.), tags and so on. 
4. Select ‘Save’.

Steps to Create a Record - Desktop

1. Select the green ‘Add’ in the top right hand corner.
2. Select ‘Create Record’.
3. Add information such as content, attachments (photo's, videos, files etc.), tags and so on. 
4. Select save.

Section Explanation:

• Below we will break down each section of creating a record where a user can input information. 

Content

• In the content section, add your written description of the record. 
  • For example: if you drenched some lambs, you would input 'Lambs Drenched… the chemicals used, withholding period and any other notes you may wish to add. 
• Pro Tip: We recommend to be descriptive and thorough with your written content so that yourself, an auditor, staff or anyone coming onto farm could read the content and have a good understanding of what's being recorded.

Attachments

• Here, you can add multiple different types of attachments to the record. These include: photo's, videos, live photos (mobile only), files (pdf, jpg etc.) and live voice recordings. 
  • Using the drenched lambs example: We would recommend attaching photos of the chemicals used for the drench, including the batch number and expiry date.
• Pro Tip: If you are on desktop, you can drag and drop files into the record you are creating. 

Tags

• Here, you need to select the tags that this record is relevant to. Selecting the right tags is IMPORTANT as this is how yourself and others will be able to filter your records timeline to find existing records.
  • In our example, we would select the stock unit tag it applies to  - ‘Lambs’ and also select the animal health and events tags that are applicable - ‘Drenching/Vaccinations’ and ‘Animal Health’.

Paddocks

• Here, you can select the paddock[s] for which this record applies to. If an event or instance occurred in a specific paddock or is relative to a specific paddock, when can attach the paddock[s] to our record. We can then filter the records timeline by paddocks to show all records with that paddock attached.
  • For example: if you installed a new fence in one of your paddocks, we would attach this paddock to the record.

Map Layers

• Here, you can use our interactive map tools to draw layers, instructions, points, areas etc. on the map to be attached to the record. This is a great tool to share accurate, visual information to support a record.
  • For example, when creating a record around installing a new fence. You can use map layers to draw exactly where you would like the fence placed. You can draw lines, add points etc. to give a visual instruction to support attachments and the written content section.

Date

• Here you can select the date for which this record applies to. By default when creating a record, the date will be your current day. For example, if the record occurred 3 days ago, we can change the date to match that. 

Best Practices:

• We recommend sharing as much information, details, photos, attachments etc. when creating records. This makes it a lot easier for staff, contractors, agronomists, auditors etc. essentially anyone who may be viewing records to easily be able to find, and understand those records.