PI Workflow
In Vet Care, a Vet may ask you to review a case or report for one of your animals. You may view these requests by clicking on the PI Workflow alert beneath Vet Care.
Click on the protocol number within the list.
Click Preview Case to view the entire case.
At the bottom of the PI Approval form, select the approval status. If you choose Approve with Modification, you will be required to include Modification Notes. When you are finished, click Submit to Vet Staff.
Completing Daily Activities
Based off a health report, a Vet may assign you activities that you will need to complete. You can view these by clicking on the Daily Activities alert. Click on the name of the facility to access the activity.
Within Today's Activities, you'll see your activities listed on the side, and also within the List View. You can toggle between the list and calender by clicking on List View at the top of your screen. Click the activity on the left side to complete it.
Verify the details of the activity and edit them if necessary. Change the activity status to Completed.
When you are finished, click Save changes.
