Adding & Managing Animal Milestones

Milestones are significant events in the life of an animal and they are also an important part of your recordkeeping for all animals you take into your care.  TTR enables you to record milestones for animals while they are in your care and even after they are adopted, transferred, or released.

The instructions on this page explain how to add new milestones and edit or delete existing ones.

When you add a new animal record to TTR, the system automatically creates two milestones from information you enter on the New Animal screen:

Here are the other milestones you can add to animal records:

Milestone	Use when:	Grid location after assigning Milestone
Adoption	One of the PCOs in your database formally adopts an animal	Former Resident
Adoption Return	An adopter is no longer able to keep the animal and returns it to your shelter	Current Resident
Foster	An animal in your care is placed in a foster home while awaiting adoption	Current Resident
Foster Return	A foster “parent” returns an animal to your shelter	Current Resident
Lost	An animal in your care has gone missing	Former Resident
Found	A missing animal in your care has been found and returned to your shelter	Current Resident
Released	An animal that has been in your care is released back into its natural habitat (Note: Once you save this milestone, you cannot change it.)	Former Resident
Death	An animal in your care has died	Former Resident
Note	You simply want to add a note to the animal’s record	Either
Returned to Owner	One of the PCOs in your database is the animal’s owner and takes the animal back	Former Resident
Reintake	An animal that was Returned to Owner is brought back to the shelter	Current Resident
Transfer	An animal that has been in your care is transferred to the care of another shelter	Former Resident

As you begin to add milestones, you will notice that sometimes only certain milestones in the list are available for selection. The available choices depend on the animal’s most recent milestone associated with some type of movement, such as when you take the animal in (Intake) or when you place it in a foster home (Foster). For example, if the most recent milestone is Adoption, then Adoption Return, Death, Note, and Reintake will be available for selection and the others will be greyed out; if the most recent milestone is Foster, then Foster Return, Lost, Released, Death, Note, Returned to Owner, and Transfer will be available for selection; if the most recent milestone is Transfer, then Note and Reintake will be available for selection; and so on.

1.On the TTR Home Screen under Modules, click Animals to open the Manage Animals screen.

2.In the center grid on the Manage Animals screen, select the row containing the animal to which you want to add a milestone by clicking the cell at the farthest left of the row.

3.In the “Choose an Action” dropdown list to the right of the grid, select Milestones at the top of the list to open the Manage Animal Milestones screen.

4.Click the Add New Milestone button () to open the New Milestone screen.

 

6.If the selected milestone requires an associated PCO record, the Last Name search field will become active. When this happens, begin to type letters of the last name in the Last Name field until you see the name in the grid, and then click the cell at the farthest left of the row containing the PCO name to select it.

If there is no record for the PCO, follow these steps to add one:

8.The Amount field becomes active for certain milestones for which you might receive donations or fees (Adoption, Returned to Owner, Transfer). Enter the amount of any fee or donation associated with this milestone.

9.If Notes has an asterisk, this field requires an entry, so type in all important information regarding this milestone. If there is no asterisk, an entry in the Notes field is optional but usually helpful for future reference.
                                                                                                                                                  

 

10. Click Save. You will be returned to the Manage Animal Milestones screen where the new milestone appears in the grid and a confirmation message appears at the lower left of the screen.
                                                                        

1.On the TTR Home Screen under Modules, click Animals to open the Manage Animals screen.

2.In the center grid on the Manage Animals screen, click the cell at the farthest left on the row containing the animal whose milestone you want to delete.

3.In the “Choose an Action” dropdown list to the right of the grid, select Milestones at the top of the list to open the Manage Animal Milestones screen.

4.In the center grid on the Manage Animal Milestones screen, click the cell at the farthest left on the row containing the milestone you want to delete.

5.Click the Delete button. You will see a confirmation popup window with a message similar to this (“Foster” indicates the specific milestone type you are deleting):

6.To complete the deletion, click OK. You will be returned to the Manage Animals screen, where you will see a “Milestone Deleted” confirmation message in the lower left corner.