Please note: You must have an Animal Census Coordinator role in order to access the following features.
The Set Up Lists functionality can be used to manage the following:
- Export - Receiving Institutions: Add or edit receiving institutions used in the export form.
- Export - In Process Statuses: Create custom "in review" statuses for export requests.
To get started, click on More in the Dashboard, and then click on Manage Set Up Lists in the dropdown menu.
Choose a list to manage.
Export - Receiving Institutions
Viewing Receiving Institutions
A list of all Receiving Institutions will appear, each with a toggle indicating whether the institution is active.
To update the status, adjust the toggle in the Active column to either Yes or No as needed.
Adding a New Receiving Institution
- Click on the New Receiving Institution button.
- Search for and select an external organization to configure as a receiving institution. Then click on Use External Organization.
- Complete the form information and ensure toggle is set to Active. Additional shipping addresses can be added. Click Save once completed.
Export - In Process Statuses
Viewing In Process Statuses
A list of all In Process Statuses will appear, each with a toggle indicating whether the status is active.
To update the status, adjust the toggle in the Active column to either Yes or No as needed.
Adding a New Status
- Click on the New Status button.
- Complete the information for the Status Label and Status Description. Click Save once completed.