Boarding eScorecard Options allows you to customize options to add to your boarding eScorecards. (Menu-->Company Preferences-->Boarding Settings-->Boarding eScorecard Options). If you don’t see this menu option in your system you will need to enable it for your employee type: Click here for details.In the following example shows options using each of the different available types:
Caution: Historical data can be compromised when making changes to names/options that have been used in scorecards. The eScorecard pages display only current options so visibility to the old options will be limited to the spreadsheets. This can be particularly impactful when referencing data for past dates/boarding appointments. Please take that into consideration before making any changes. It is recommended to make changes only after saving historical data so that it can be referenced outside of PetExec.
To add options:
Boarding eScorecard Options added here will appear in the Custom Input sections of the eScorecard and can be updated from the eScorecard and the Boarding eScorecard To-Do.The Boarding Daily To-Do includes only feeding and medication.
Pet's eScorecard with Custom Options shown above:
When custom options are added, the Boarding eScorecard To-Do report will display the number updated and the number of options..Hover over to see the updates:
For additional details on updating boarding eScorecards please see the Boarding eScorecard Overview.