Here is how to manage your schedule in EquiTrace by learning how to use the scheduling features, delete tasks, share your schedule and reschedule tasks.

Yes, you can delete a task such as a procedure or treatment from the scheduling diary after it has been scheduled. In order to delete a task from your scheduling diary you must follow the steps below. On the EquiTrace home screen select Scheduling. Here you will be brought to your Scheduling Diary which will show what treatments, medications and procedures are scheduled.

To delete a task, you can search for it by selecting the date the task is scheduled for. If your task has been added to the schedule for Drug, Vet, Farrier, Dentist and Staff, you can filter the scheduling diary by selecting one of these choices. You may also sort by Barn, Drug, Name, Time. Once you have found the task you wish to delete, select it.

If the task is currently due a pop up will appear with the scheduled task. You may select ‘Stop’ or ‘Given’. In order to cancel a task, select ‘Stop’. When you select ‘Stop’ another popup will appear asking you to confirm your choice. You can select yes if you would like to cancel the scheduled task. Once you select Yes, the scheduled task will be cancelled.

If the task is a procedure and it is scheduled in the future, once on the horse profile you can select the Procedures button and then select the Cancel button on the scheduled procedure you wish to cancel. A pop will appear for you to confirm if you want to cancel/ delete this procedure. Once you select Yes, the scheduled procedure will be cancelled.

If you wish to cancel a treatment or medication you can select the Treatments button for this horse and then select Stop this drug on the treatment or medication you wish to delete. A pop will appear for you to confirm if you want to cancel/ delete this treatment. Once you select Yes, the scheduled treatment/ medication will be cancelled.

You can share your scheduling diary by following the following steps. On the EquiTrace App home screen select the Scheduling button. Here you will be brought to your scheduling diary.

On the top right hand corner of this screen you can see SHARE. Select this button and a popup will appear where you will be asked what format you would like to export your scheduling diary. You have an option of Direct Print, SMS, Share PDF, Share CSV or to cancel. Select your chosen format and you will have a popup appear on the bottom of your screen where you may share by Whats app, messages, airdrop, email and other forms of communication depending on your preference.

The scheduling diary works in the following ways. It is where you can view upcoming treatments, medications and procedures that are scheduled. On the day you have scheduled your task, it will appear on your scheduling diary with what medication/procedure you have scheduled, what horse it has been scheduled for, the time it has been scheduled for, and the route if the task is a medication.

By selecting the date at the top of the scheduling diary screen, you can select a date in the future to see what is on the upcoming schedule.

When scheduling a procedure or treatment you can select which work list you would like the task to appear for, on the scheduling diary. You can choose for the task to appear in your scheduling diary under the work list: Drug, Vet, Farrier, Dentist or Staff. This will allow for easy viewing for those viewing the schedule each day. You can sort your scheduling diary by Barn, Drug, Name and Time.

To reschedule a task in your scheduling diary, you can edit the details of a task that you have scheduled. On the home screen of your EquiTrace app, select the Scheduling button which will open the scheduling diary. Select the task you wish to reschedule. You will be taken to the horse profile that the task is scheduled for.

If the task is a procedure and it is scheduled in the future, once on the horse profile you can select the Procedures button and then select the edit button on the scheduled procedure you wish to reschedule. A pop will appear for you to edit the date and time of the procedure. Once you select Confirm, the scheduled procedure will be rescheduled.

If you wish to reschedule a treatment or medication you can select the Treatments button for this horse and then, under the scheduled treatments, you can edit the duration of this treatment.

If you cannot see your treatment, medication or procedure in the scheduling diary, check and make sure your task was input, saved and scheduled correctly. You can do this by selecting Find Horse in the EquiTrace App Home Screen and then selecting from the list, the horse you believe the task was scheduled for.

Once on the horse's profile, if the task is a procedure, select the Procedures button. You should see all scheduled procedures on this screen.

If the task was a treatment/ medication, select the Treatments for this horse button. You should see all scheduled treatments on this screen.

If you cannot see the scheduled task on either of these screens, you may need to schedule the task again as it may not have been input, saved or scheduled correctly.