To ensure effective monitoring, the Health Check (Rounds) feature keeps all daily observations in one place. This allows for quick reference and ensures no detail is missed during busy shifts.
The Rounds dashboard brings everything together into a single, easy‑to‑view overview, helping staff stay organised and responsive to each animal’s needs throughout the day. From this central screen, you can jump straight into the detailed records for any round, making it simple to review, update, or complete individual tasks as required.
In This Article
To access the dashboard go to Dashboard > Tools
Or click on the selected date via the Rounds tile located on your main dashboard.
Dashboard Overview
The dashboard automatically opens to the date you are currently viewing and highlights the most recent Round that is in progress.
If you are running multiple locations, you can filter the results by using the button in the top‑right corner. Once selected, a Select Location dropdown will appear, allowing you to choose the location you want to view.
To view a different date or Round, use the date picker and the dropdown menu in the top‑left corner to display the information you need.
| NOTE: The pie chart reflects the status of the rounds you’re viewing. If no pie chart is shown, it indicates that there are no bookings linked to the selected round time. |
This tile displays the percentage of rounds completed based on the specific date and time you are viewing.
This live tile shows the number of pets with Rounds that still need to be started for that date and time. Selecting the tile opens the Perform Rounds table, allowing you to begin each pet’s assigned rounds.
This live tile displays how many rounds have been started but remain incomplete. When you select the tile, the In Progress table below will open, allowing you to resume the round.
To restart a Round from here select the button to open the form for completion.
The live tile shows the total number of completed Rounds. Selecting the tile opens the Completed table below, where you can review every Round that has been finished.
The next group of tiles displays information for completed rounds only, filtered to the date and time you’re viewing.
Shows how many rounds have been completed compared to the total number scheduled.
This live tile shows the number of completed rounds that have been marked with issues requiring attention. Selecting the tile opens the Issues > Requires Attention table below, where you can view the pets that have been flagged.
This live tile shows the number of completed rounds that have been marked with issues that Need Monitoring. Selecting the tile opens the Issues > Needs Monitoring table below, where you can view the pets that have been flagged.
This live tile shows the number of completed rounds that have been marked with all items being Good. Selecting the tile opens the Good table below, where you can view the pets that have been completed without issues and view if there are any additional notes added.
Selecting this button will take you to the Rounds Calendar. For more details, see the For More Information links below.
Selecting this button will take you to the Perform Rounds table, focusing on the date and Round time select . For more details, see the For More Information links below.
Viewing the Status of Completed Rounds
The following tables show the booking reference, the pet’s name, and the count of fields marked as Good, Needs Monitoring, or Requires Attention. The Round’s status is determined by the highest‑priority flag present. This means that if any item is marked as Requires Attention, that status will override all others and become the Round’s overall status.
Requires Attention
Needs Monitoring
Good
Any information recorded under Notes or Issues Observed can be viewed quickly by hovering over either the Notes icon or the Alerts icon.
Notes
Issues Observed
To view the full report, including any notes recorded for the customer, select the button to the left of the entry to expand and reveal all details.
You can update or edit any of the details recorded on a round by selecting the button to open the Rounds form that needs amending.
Using the search bar, you can quickly locate a report by entering either the booking reference or the pet’s name.
Printing Reports
Completed rounds that have been flagged with issues can be printed by going to the Issues tab and selecting All, Needs Monitoring, or Requires Attention, depending on which round reports you want to print.
Use the Show Entries dropdown to choose how many reports you want to print in a single batch.
Then to print, select
For More Information
On viewing the Rounds Calendar view - Rounds Calendar
On performing Rounds view - Performing Rounds - Health Checks
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