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RelDog Manual - w comments - wo links

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Jennifer Gumpert, PMP

The document provides an overview and instructions for using Reldog Lite, a relational database for dog breeding and training organizations. It introduces the program and explains how to log in. The main menu has 9 sections covering dogs, breeding, health, puppy raising, temperament, training, people, client services and utilities. Each section allows users to enter and access relevant data without leaving their functional area. The document provides high-level descriptions of the key sections and indicates more detailed instructions will be covered in subsequent chapters linked here.

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Welcome to Reldog Lite Welcome Welcome to Reldog Lite! Reldog Lite is a relational database designed for organizations breeding and training working dogs. Organizations of all sizes can use the program’s tools to increase the speed at which they improve the quality of their dogs and use the data from training and client placements to monitor the effectiveness of program improvements and identify further areas to make the best use of resources. Understanding Reldog Lite Before you embark on your journey into Reldog Lite, understanding some basic principals of the program will expedite your learning. At its core, Reldog Lite uses two critical pieces of information: Dogs and People. Detailed data such as medical histories, puppy raisers, whelping information, etc. are managed by identifying the relationship that those details have with the dog or the person (hence: “relational database”). By managing the data in this way, the system provides you with limitless ways you can cull and study the data which is most important to you. Entering Reldog Lite How to Log-in to Reldog Lite The most efficient way to enter Reldog Lite will vary based on how your network professionals have configured your system. For small organizations, the database may be available and accessible by entering the server directly. For larger organizations who have established the system in a Citrix or Citrix-like environment, individual users may have personalized ways of entering the database. Please check with your IT department to learn how to access the database. Signing-in to Reldog Lite Once you have entered the database, it is not uncommon for Access (the program which runs Reldog Lite) to provide you with a warning message that looks like this:
What’s happening here is that the system is warning you that the program that you are about open contains code which may be harmful to your computer. Reldog Lite’s open source code is what causes this warning. The program will not run without the code, so press “Open”. A window will open on your screen asking you to select a user name and enter a password. Select your name from the drop-down menu and enter the password which was provided to you by your Reldog System Administrator. If your name is not available on the drop-down, or if the password provided to you is not working, contact your administrator. The Bulletins Screen Upon entering Reldog Lite, you will immediately be brought to the Bulletins screen. Bulletins are assigned by your Reldog Lite Administrator and are designed to provide key personnel with information which is most pertinent to them. For example, if a dog is Career Changed, a bulletin may be created to notify Puppy Raising Services, Sponsorship personnel, and the Training Kennel Manager simultaneously and automatically. Once you have become familiar with Reldog Lite, contact your Reldog Lite Administrator to find out bulletins which are available for you to receive. Viewing a Bulletin To view a bulletin, select the Bulletin you wish to see then select GO TO DETAIL. The system will open the event which caused you to receive the bulletin, and you will have the opportunity to review the event thoroughly. Sending a Memo A memo is similar to an email in the sense that you are able to select a person to whom you would like to send a notification. This function is not intended to replace email. Instead, memos can provide quick communication between personnel who may not have access to email at the time and need to send something to their colleague quickly. To send a memo, select SEND MEMO on the lower right-hand side, select the person to whom you intend to send the memo and enter any information you would like to include in the large memo box. When finished, select SEND. The memo will be sent automatically to the users bulletin screen and will be available for their review the next time they log on. Commented [J1]: Barbara – please verify that this is accurate?
Deleting Bulletins As you become more involved with Reldog Lite, Bulletins can get backed up very quickly. It is important not to retain bulletins which are no longer important to you. They are intended to give you quick information and should be discarded, if possible, after review. To delete a bulletin, select the bulletin you would like to discard by placing a check in the box directly to the left of the bulletin. Do this for each bulletin you intend to delete and either move on to the next screen by selecting MAIN MENU or leave the system by selecting the large X in the upper right hand corner. The bulletins will be gone the next time you open the Bulletins form. Entering the Main Menu The Main Menu is the central location from which you can access any information in the system. It is broken into 9 sections: Dogs, Breeding, Dog Health, Puppy Raising, Temperament, Training, People, Client Services and Utilities. The system was constructed such that departments which perform specific functions are able to complete their responsibilities without leaving their section. This central system allows users to enter data which is important to them, and which they need regular access to, without searching for the location in which to access it. People The People Menu is where all people are entered and where their contact information and relationships with the school can be managed. More information can be found in Chapter 1: The People Menu. Dog Menu The Dog Menu is meant to provide a general overview of dog data. More on this menu is covered in Chapter 2: The Dog Menu. Breeding The Breeding Menu is the central location for all things Breeding. More on this menu is covered in Chapter 3: The Breeding Menu. Dog Health The Dog Health Menu houses information critical to a dog’s medical history. Weight Management, vaccinations, diagnoses, procedures, etc. can be found here. More on this menu is covered in Chapter 4: The Dog Health Menu. Puppy Raising The Puppy Raising Menu enables Puppy Raising personnel to enter puppy raiser matches and relationships, manage sponsorships, assign vets to a puppy, recall Commented [J2]: To be linked upon completion. Commented [J3]: To be linked upon completion. Commented [J4]: To be linked upon completion
dogs for training, and enter and manage puppy raiser evaluations. More on this menu is covered in Chapter 5: The Puppy Raising Services Menu. Temperament The Temperament Menu allows you to enter information key to the dog’s behavior and gives you the opportunity to enter Training Reports, Behavioral Incidences, Behavior Checklists, 8 Trait Evaluation, and C-Barq Scores. More on this menu is covered in Chapter 6: The Temperament Menu. Training The Training Menu enables your Training Department to assign dogs to training strings, manage trainer assignments, track dog training reports and training hours, and report behavioral incidents and behavior checklists. More on this menu is covered in Chapter 7: The Training Menu. Client Services The Client Services menu offers Client Services personnel the opportunity to manage student applications, graduation, contact notes, field visits and equipment. More on this menu is covered in Chapter 8: The Client Services Menu. Utilities The Utilities menu offers the Reldog Lite Administrator the flexibility to adjust drop-down options through out the program to suit the needs of your organization through customization. Work with your program administrator to learn more about which areas of this menu you are permitted to access and which should be managed by the administrator. Commented [J5]: To be linked upon completion Commented [j6]: Barbara – please provide me with some context on how GEB uses this form and when they use it? It would help to translate this information for the Manual. Commented [j7]: To be linked upon completion. Commented [J8]: To be linked upon completion Commented [J9]: To be linked upon completion
1 Chapter 2 Puppy Raising Before You Get Started Puppy Raising Regions Puppy Raising Regions were entered by your Reldog Lite System Administrator upon initial setup. The directions below outline the steps which must be taken to add additional regions. Adding and Editing Puppy Raiser Regions Puppy Raiser regions are best managed by one person within your Puppy Raising Services Department. To add or edit Puppy Raiser Regions: 1) From the Main Menu, select UTILITIES. 2) From the Utilities Menu, select REGION PUPPY RAISER ADD/EDIT. To Add a Region 1) Select ADD REGION located at the bottom of the form. 2) Complete the information requested by the Enter New Puppy Program Region form. You will need to double-click the “Area Coordinator” and select an area coordinator from the dropdown list on the subform Find Area Coordinator. 3) Once complete, select SAVE to save and return or CLOSE to return without saving. To Edit an Existing Region 1) Select the region you wish to edit on the Browse Pup Program Regions form by selecting the gray bar immediately to the left of the Region Name column. 2) Click EDIT REGION to make adjustments to the current region. 3) Once complete, select RETURN to save and return to the previous window. Managing Puppy Raising Contact Information Creating a New Person in Reldog Lite For each application you receive in Puppy Raising Services, you will need to check to see if the person has already been entered into Reldog Lite. If the person has no previous relationship with the school, enter the person into Reldog Lite using the steps outlined in Chapter 1: The People Menu – Entering a New Person to create a new person record. Update/verify information if person is already in Reldog Lite Now is a good time to add or edit any information about the raiser such as who the family members are, email, cell phone contacts, best time to reach etc. Refer to Chapter 1: The People Menu – Viewing and Editing Contact Information for how to update information. Commented [j1]: To be linked upon completion. Commented [j2]: To be linked upon completion.
2 Managing Sponsor Relationships Information on Sponsor Relationships can be found by going to Chapter X: Sponsor Relationships. Making a Person a Puppy Raiser In Reldog Lite Establishing a person as a Puppy Raiser 1. Once you have entered a person into Reldog Lite, you will need to tell Reldog Lite that the person is a Puppy Raiser for your organization. This only has to be done the first time they raise (or in instances where they may have raised a very long time ago and their raiser relationship was not imported to Reldog Lite when your school transitioned into using the system.) To do this: a. Select the person you wish to make a puppy raiser from the dropdown list in the Last Name field on the People Menu. b. Once you have selected the person you wish to make a raiser, click CREATE/EDIT PUPPY RAISER. This button will begin the raiser’s application process. c. Enter the raiser application details requested on the “Enter Raiser Details” form. i. Note: The system will automatically enter today’s date for “date received”, “Date status changed” and “Date want”. You can edit these fields as needed. d. To complete the application, you must click the APPLICATION DETAILS button located on the lower left-hand side of the first page of the application’ which takes you to the second page to the application. e. On the second page of the application, enter any information which may be pertinent to making a good puppy placement with the potential raiser. By clicking the boxes associated with specific considerations, your are making information available which will help your puppy raising services department to make stronger matches based on these considerations. f. The “Date Screened” field may be used to reflect either the day the application was screened by the school or you may enter the date that the application was reviewed by the area coordinator. This depends on your organization’s methods. In either case, the “Accepted” checkbox must be checked in order for the raiser’s application to be considered “active” and for the raiser to be matched with a puppy. Check this box once the applicant has completed the formal application process established by your school and only if they are ready for a puppy. Application Elements Repeat Raiser Select this box if the person you are entering an application for has been a raiser with your school in the past. Region Screening App Commented [j3]: To be linked upon completion.
3 This drop-down menu will allow you to select which region will be responsible for the screening of this particular applicant. The list of regions is managed by the Puppy Raising Services Management. Contact PR Management if a region you need is not currently listed. App. Status Use this drop-down to tell Reldog Lite the applicant’s current status. While this section can be updated to meet the needs of the department (contact your Reldog Lite Administrator if you require changes), your pre-set selections include: Breed Choice Use this drop-down to indicate the applicant’s preferred breed. If they are open to many different types of dogs, select “no pick” from the menu. Sex Choice Similar to Breed Choice. If the applicant has no preference, select “no pref” from the menu. Matching Criteria You may use this section to make notes that will be used to identify strong placements for puppies. This is an opportunity to provide a short, descriptive detail. Comment When Want Puppy This is also a text box which enables you to enter short notes about the raiser’s expectations about placement. Type of Raising Situation Since some people prefer to act exclusively as a finishing or starter home and some prefer to raise a dog from infancy to mature adult, this section gives you the opportunity to identify the type of placement available with this particular raiser: **A secondary raiser is a person living in another household who is also taking a large role in raising the puppy. Designating secondary raisers helps identify people who have special relationships with the dog. If you are entering this person as a “secondary raiser” it is important to also enter an application for the primary raiser. See “Chapter 1: The People Menu – Cross References” to learn more about managing co-raisers. Commented [j4]: To be linked upon completion.
4 Saving the Application If you need to return to Page 1 of the application, select the MAIN APPLICATION button located on the lower left-hand side of the form to return to the previous page. Click SAVE to save and return to the People Menu or CLOSE to save without closing. The Puppy Raising Menu The Puppy Raising Menu has been designed as an all-inclusive central location from which Puppy Raising services personnel can manage the Puppy Raising Program. Entering the Puppy Raising Menu To enter the Puppy Raising Menu, select PUPPY RAISING from the Main Menu. Exploring the Puppy Raising Menu in Reldog Lite There are 4 topic sections in the Puppy Raising Menu. Each topic is in a column. From left to right they are:  Placement  Relationships  Evaluations  Reports Managing a Puppy Raiser Relationship In the interest of providing you with a clear understanding of how to properly use the Reldog Lite Puppy Raising Menu, we will work through the lifecycle of a dog and be sure to touch on each function of Reldog so that you may use it to the fullest. Pre-Matching a Puppy to a Raiser Pre-matching a Puppy Raiser to a newborn puppy can begin the moment the Breeding/Whelping department has entered the puppy’s birth information. To pre-match a pup to a potential raiser: 1) Click MATCH/PLACEMENT MENU located on the lower left-hand side of the Puppy Raising Menu. 2) The Pup Matching and Placement Menu will open in preparation for you to create puppy partnerships. 3) Select the puppy you would like to match by clicking on the gray bar immediately to the left of the puppy. This will select the puppy’s record. 4) Once selected, click MATCH PUP TO RAISER then select the person you wish to pre-match the puppy with. Only those people who have an application on file with the school and who do not already have a puppy in their care will appear on your drop-down list. This will preliminarily match the puppy to the raiser, but will keep the puppy’s status in the system as “on campus”. 5) Remember that the Pre-Matching option in Reldog does not generate a permanent relationship in the system so it can be a valuable tool in helping you to organize your placements. Un-matching a Puppy To un-match a puppy that has been pre-matched with a raiser:
5 1) Click MATCH/PLACEMENT MENU located on the lower left-hand side of the Puppy Raising Menu. 2) The Pup Matching and Placement Menu will open. 3) Select the puppy you wish to un-match by clicking on the gray bar immediately to the left of the puppy. This will select the puppy’s record. 4) Once selected, click the UNMATCH PUP button located on the bottom of the screen. The system will ask you if you are sure that you want to un-match the pup from the current raiser, select “YES”. When you return to the Pup Matching and Placement Menu, the raisers name may still be listed in the “Person Matched” column, but if you exit this menu and come back, you will see that the raiser has been removed. Placing a Puppy with a Raiser Once you are confident that the raiser you matched the pup with is the same person you will be placing the pup with for raising, you can officially place the pup with the raiser in the following way: 1) Click MATCH/PLACEMENT MENU located on the lower left-hand side of the Puppy Raising Menu. 2) The Puppy Matching and Placement Menu will open. 3) Select the puppy you wish to place by clicking the gray bar immediately to the left of the puppy. This will select the puppy’s record. 4) Once selected, click the PLACE PUP WITH RAISER button located on the lower left-hand side of the screen. The Enter Placement form will open asking you for details about the placement. Enter as much information as you can at this time. 5) Once you have finished, click SAVE to save and close the placement form or CLOSE to return without saving. You will be returned to the Pup Matching and Placement Menu where you can repeat this process for additional puppies. Editing/Ending a Current Placement There is a difference between editing relationships and ending relationships in Reldog Lite. If a puppy has been placed with a raiser that, for any reason, did not work out, it is important to allow the system to track this type of information. In such cases, you will want to end a raiser’s relationship and re-place the puppy with a new raiser. Deleting a placement should be reserved for accidental placements of a puppy with the wrong person. Editing a Current Placement Note: If you are attempting to remove a puppy from a current raiser and placing them with a new raiser, please following instructions located under Editing/Ending a Current Placement – End Current Placement in this chapter. Clicking EDIT PLACEMENT DATA takes you to the Edit Placement form where you can change the Date Placed, Vet Assigned and other information related to the current placement. You would not change the person the pup is placed with using this form. End Current Placement To end a relationship between a raiser and a puppy so that the puppy may be available to re-place with another raiser: Commented [j5]: To be linked upon completion.
6 1) Click END CURRENT PLACEMENT located on the Puppy Raising Services Menu. 2) The End Placement form will open to allow you to end the current relationship, write notes about the end of the raiser’s relationship with the dog and to enter the location of the puppy, and the raiser’s new application status. Enter the information in this form as thoroughly as possible. a. Enter the ending date for this relationship b. Indicate if there is a special warning for this raiser and any appropriate comments about the removal. c. You may alter the “Provide Contact to Graduate” status – in most cases, you will want to “unclick” the selection so that this raiser is removed from the list (as they are no longer the official raiser for the dog). d. If applicable, in the field labeled “Not Eligible to Adopt if Released”, enter the date that the decision was made that this raiser was not eligible to adopt the dog. Add comments about why there were not eligible to adopt in the comments space. e. Indicate the Puppy Raiser’s application status selecting the status from the dropdown list. In most cases the raiser’s application is ended, but it is possible that they are ready for a different type of puppy or you may want to indicate that they are raisers you do not want to use in the future. f. Enter the disposition of the dog by selecting one of two options from the drop-down menu: either “returned to us” or “in field until placed”. If you select “Returned to Us”, the dog’s location will be change to “Training School”. If you select “In Field Until Placed” a form will open asking you to enter the Temporary Sitter who has assumed responsibility for the dog. 3) Once you have finished ending the relationship, you can now place the puppy with a new raiser using the steps outlined above: Placing a Puppy with a Raiser.
7 Deleting a Current Placement Should you identify a puppy where the wrong placement was accidentally entered in Reldog, use the DELETE PLACEMENT button located on the Puppy Raising Menu. A form will open which will entirely delete the placement record that was entered in error. Puppy Evaluations Reldog Lite has a few simple, validated tools available for your use. Before you begin utilizing any of the tools in Reldog Lite, it is important for your organization to determine ways in which these tools will be used, at what increments, who will be making the assessments and in what way. As with any measurement tool, it is imperative to set a standard by which all people are assessing if you want your data to be reliable and informational. Temperament Notes and Breed Watch In this form you can enter some brief temperament notes about pups on your program, and also some helpful information about pups that have not yet been neutered or spayed. Click ENTER/EDIT TEMPERAMENT NOTES + BREED WATCH to open the Enter Temp/BW form where you can enter: 1) Breed Watch – Check this box for pups you want to consider for possible future breeding stock. This can be a preliminary step, before changing their formal status to Breeder – Initial Eval. You can also use this check box as a flag that this dog should NOT be neutered or spayed until a decision has been made about their breeding potential. 2) Date Recall for Training - The likely date this dog will be brought back to your school for formal testing or training. 3) Temperament Notes – Brief notes about this pup 4) Date Recommended Early Release – The date this dog is likely to be released from your program 5) Date Recommended Early Neuter – If it is decided this dog is to be neutered/spayed prior to your usual procedures Temperament Evaluations A Temperament Evaluation (also known as a Behavior Checklist) is a standardized measurement tool intended for use by professional assessors/handlers only. This tool is NOT meant to be used by laymen and, as such, use care when determining who will be making these regular assessments. This tool will be most effective if the dog is assessed at regularly scheduled intervals. Entering a Temperament Evaluation To enter a Temperament Evaluation: 1) From the Puppy Raising Services Menu, select the dog for which you would like to enter a new Temperament Evaluation. 2) Click ENTER TEMPERAMENT EVALUATION. 3) Enter the test information in to each of the blanks on the form. All questions default to N/A (Not Applicable) on open, so you do not need to enter a score for questions that were not applicable to this evaluation or for behaviors not observed. 4) When complete press SAVE AND RETURN to save and return to the previous menu or RETURN WITHOUT SAVING if you would like to abandon your changes.
8 View/Edit Temperament Evaluations To view or edit an existing Temperament Evaluation: 1) From the Puppy Raising Menu, select the dog for which you would like to view Temperament Evaluations. 2) Select VIEW/EDIT TEMPERAMENT EVALUATIONS Behavioral Incidents Behavioral Incidents can be recorded on the puppy while the puppy is in the raiser home. You can choose to either type a summary of a call with a raiser or AC or you may choose to copy and paste the text of an email. To enter a Behavioral Incident: 1) Select the dog for which you intend to enter a Behavioral Incident from the Dog Name dropdown list on the Puppy Raising Menu. 2) Click ENTER/EDIT BEHAVIORAL INCIDENT Enter Behavioral Incidents Select the ENTER INCIDENT button located in the lower left-hand corner of the screen to enter a new incident. 1) Enter the date of the incident 2) Enter the type of incident which took place by selecting an option from the dropdown menu 3) Select the person reporting the incident by double-clicking the “Reported By” field and selecting the person from whom you are receiving the information. If the report is from the raiser, enter the raiser’s name. If it’s from the AC, enter the AC’s name. If it’s from another raiser, enter their name. 4) Enter information into the “Memo” field. You may copy and paste email text here if you wish or you can type a summary. 5) Press SAVE to save and return or RETURN to return without saving. View/Edit Behavioral Incidents To View or Edit the details of a previously entered behavioral incident, follow steps 1 and 2 outlined above under Behavioral Incidents. Then: 1) Select the incident which you would like to view or edit by clicking the incident. 2) Adjust the incident as needed. Delete Incident To delete an incident which may have been accidentally entered on the wrong dog, follow steps 1 and 2 outlined above under Behavioral Incidents. Then: 1) Select the incident which you would like to delete. 2) Click the DELETE INCIDENT Raiser Reports The Raiser Reports availability in Reldog Lite can be sent to your raisers at regular intervals and provide you with valuable information. When used consistently, it is possible to gain insight into the dog’s behavior over time and will enable to the school to make stronger assessments about the pups future in the program.
9 Entering a Raiser Report To enter a Raiser Report, select a dog from the dropdown list and then click ENTER RAISER REPORT. The system will open a thorough subform in which the results of your Puppy Raiser Evaluations may be entered. View/Edit Raiser Reports To enter Raiser Reports which have already been entered into the system, click the VIEW/EDIT RAISER REPORTS button. Locate the report you intend to change then click the grey bar to the left of the report you wish to view/edit. Click EDIT to view the report or make any changes you may need. Release Should you need to release a dog from your program while it is still an active puppy, select the dog you wish to release from the Dog Name drop down field in the upper left hand corner of the Puppy Raising Menu. Click the “Release” button located in the lower left hand corner of the form. A new form will open.
10 Date Pup Released Enter the date that the puppy is being released from your program. Primary Reason for Release Select a Primary Reason for the dog’s release from the Primary Reason for Release drop down field. We kept this simple! Secondary Reason for Release If there is another reason that contributed to the pup being released, enter it here. Alternate Career Recommendation Indicate the career that you would recommend for this puppy Special Warning About This Raiser Enter a check in the box if the events leading up to the puppy’s release from the program may be attributed to the raiser. Checking this box will Flag the raiser’s file to be given special consideration in future placements.
11 Special Warning Comments You will want to give details about the special warning you are assigning to the raiser for future reference. Adoption Decision Enter information here about the raiser’s intent to work with or adopt the dog, should it be utilized in other programs. Additional Career Change Information Once you have career changed a dog (“Released” a dog) and press the SAVE button in the lower right-hand corner, a new window will open up to walk you through the dog’s actual release from your program. This will give you the ability to specifically identify the reason why the dog is being released in the puppy home. This information may be important to your later for statistical analysis. Please take the time to enter as many reasons as are pertinent for this dog. Identify a reason why the dog was released or retired. This information will enable to your school to drill down into specifics of why dogs are failed from your program and help to determine ways in which you can best manage your guide dog stock. Once done, you may enter additional reasons by clicking SAVE + ENTER MORE REASONS. . If you have determined that you have sufficiently identified the reasons the dog is being career changed in the puppy home, you can click SAVE + RETURN to return to the Puppy Raising Menu.
12 Died Pup Program Should a dog die while on your Puppy Program, you will utilize this function to store the date that the dog died, end the relationship with the raiser and remove the dog from the puppy program. In the next window, you will enter the date of the dog’s death and select a “Reason Dog Died”. It is important to enter as much information as possible about the details surrounding the dog’s death and the involvement of the raiser in the situation. You can do this by utilizing the “Special Warning about this Raiser” toggle, “Special Warning Comments” and “Details about Death” to flesh out a description of the dogs death which will be visible on the Dog Menu. Managing Sponsorships Enter Sponsor To enter a new sponsorship relationship, select the dog for which you wish to attach a sponsor from the dropdown menu then click the ENTER SPONSOR button. A subform will open in which you may enter the information appropriate to the relationship.
13 Date Start Enter the date that the sponsorship began Sponsor Name Double Click in the text box to open a form where you select the organization or individual who is sponsoring the dog. Click RETURN. Sponsor Type Select the appropriate sponsorship type from the drop down list in the Sponsor Type field. Donor Rating Select the appropriate donor rating for the associated sponsorship. The choices on the list depend on the type of sponsor you selected. Entering the Vet Assigned in the placement menu does not create a sponsor relationship. If the vet assigned also sponsors the dog by donating some or all of their services, you must also make a separate entry for the vet as a sponsor. Once a sponsor relationship has been entered, that person, vet or company will be displayed as a sponsor on Dog Menu VIEW RELATIONSHIPS and the relationship will also appear for the dog on People Menu  PERSON SUMMARY. Comments Enter any comments you may have about this particular sponsorship. Once complete, click SAVE to return to the Puppy Raising Menu. Edit Sponsor Editing a Current Sponsorship To edit a current sponsorship, select the “Edit Sponsorship” button in the main Puppy Raising Menu. A window will open up listing the dogs’ sponsorships including those that are current and ended. To edit, select the sponsorship you would like to edit click on the grey box to the left of that sponsor’s
14 record. Once selected, click EDIT. This will bring you to a form where you may alter the information for the sponsor. You can double-click the Sponsor’s name to change the sponsors name. Once you have made your edits, click CLOSE to return to the previous form. Area Coordination and Region Management Region Data Management Add/Edit Regions Region Nomenclature You will want to decide on your own system for creating region names. For example, SEGD created their region names by using the first four letters of the Region’s city. For instance: St. Petersburg = STPE. Ft. Myers = FTMY. Dallas = DALL. Creating a new region To create a new region, click ADD REGION at the bottom of the Browse Pup Program Regions form. Region names and abbreviations must be unique. Duplicate region names and abbreviations are not allowed. Similar to the Edit Pup Program Region form outlined above, this form gives you the opportunity to enter known information about the new region and who manages it.
15 Region Start Date Enter the date that the region will begin working Region Name Enter the full name of the region Region Name Abbreviation Enter an abbreviation for the region, which will be used for display purposes on some browse forms. This abbreviation can be up to 5 characters long. Puppy Supervisor If individual staff share supervision of all regions, enter either the puppy program manager or select the person that you want the bulletins notifying puppy program of changes entered in Reldog Lite by others in the health, training and client sections. The creation of the bulletins for the puppy supervisor are hard wired into Reldog Lite and will be generated for dogs assigned to this region without assigning the bulletin for the user in the Utilities Menu. Area Coordinator Double click the text box to select an Area Coordinator for this region. The Area Coordinator is often a volunteer who helps support the region. Goal Size Minimum Commented [j6]: Barbara – I am not sure if it’s SEGD only – at my school, we only have one person who is “in charge of all pups” – at GEB you have a number of persons who are in charge of individual regions and so the supervisor may be one of 10-20 people. Commented [b7]: Same as above…this is SEGD related?
16 You may set a goal for minimum number of raisers desired in this region if you would like. Comments Enter any comments you may have about the region. Once you have completed the necessary steps to create a new region click SAVE to return to the region list. Editing a current region To edit a current region, select the region you would like to edit and click EDIT in the lower right hand corner of the form. From here you can edit any information on this pre-established region. It is important to indicate the date and change you are making to the region in the Comments field so that future users can understand the history of this particular region. If one staff member is responsible for supervision of all regions, enter either the puppy program manager or select the person that you want the bulletins notifying puppy program of changes entered in Reldog Lite by others in the health, training and client sections. The creation of the bulletins for the puppy supervisor are hard wired into Reldog Lite and will be generated for dogs assigned to this region without assigning the bulletin for the user in the Utilities Menu. The person selected as Puppy Supervisor will automatically receive bulletins related to puppy program changes or health information entered related to puppies in this region. When you are done making changes, click RETURN. Enter Relationship Assessment The Relationship Assessment which are the grayed out buttons on the Pup Program menu refer to an evaluation type called the Relationship Assessment Tool (RAT). RAT is a proprietary tool developed by Suzanne Clothier that is in use by Guiding Eyes for the Blind. Suzanne Clothier has indicated that she will have training programs for RAT and for those who complete her requirements, we can make the RAT forms available to their Reldog Lite. Edit Relationship Assessment Provides ability to edit the Relationship Assessment Reports Browse Litter By clicking SIBLINGS on the Puppy Raising Menu, Reldog Lite will generate an easy-to-view list of all of the dogs’ siblings, their names, sex, breed/color, their current status within your program, basic scores, last weight, date of last evaluation, who they were placed with and the region in which they live. Here, you also have the ability to view the Litter’s overall health to establish trends and some other interesting information. Commented [jr8]: I have emailed Suzanne Clothier to determine if she is still in agreement with this approach and asked for wording edits here. Not sure when I will hear back from her but will pass on what I get so you can update it in the manual. Commented [b9]: Let’s just leave out any explanation of this for now and we will answer questions as people ask about it. Commented [b10]: The Browse Litter form has changed quite a bit, so this screen shot needs to be updated and the description changed a litt.e
17 Dog Lists By clicking DOG LISTS, you will be able to run a query based on information you specify based on Pups that are active in your pup program. Different options include: 1) Reports indicating ALL pups placed 2) A list of pups placed in a specific region, or 3) A list of pups which are being evaluated for breeding. Pups by Age When you click PUPS BY AGE, Reldog Lite will automatically generate a quick report showing you the age range of dogs placed in the field. Pups Placed This report will give you a quick report of the number of dogs placed over a specified period of time. Raisers List Use this function to view or print a list of all raisers active in the program! Managing the IFT Process Scheduling a Training Recall Reldog Lite has been designed to allow you the ability to loosely schedule IFT dates for puppies returning to campus. This feature enables other departments to know what pups may be coming in and (as closely as possible) approximately what date they will be returning. As such, it is important to utilize this IFT Recall feature to best communicate across those departments. Viewing the Training Recall List From the Puppy Raising Menu, click TRAINING RECALL LIST located on the lower left-hand side of the menu. Scheduling a Puppy for Recall A list of puppies active in your program will be displayed on the next screen: Browse Pups on Active Program. 1) Select the dog you that you wish to recall by clicking the grey bar immediately to the left of the dog’s Date of Birth. This will select the dog’s record. 2) Click EDIT/ENTER/DELETE TRAIN RECALL DATE, BREED WATCH, ENTER TEMPERAMENT COMMENTS located at the bottom of the screen. 3) If the dog is a considered as a possible breeder, select the “Breed Watch” check box. 4) Enter the presumed date for recall and any temperament notes which may be important.
18 5) If you are recommending the puppy for early release from your program, enter the date on which you are making that recommendation. Please note: Bulletins can be created in Reldog Lite to automatically notify appropriate personnel that a dog has been recommended for early release. To learn more about bulletins and user assignments, see ENTER CHAPTER HERE. 6) If you are recommending a puppy be neutered early, enter the date on which you are making that recommendation. Please note: Bulletins can be created in Reldog Lite to automatically notify appropriate personnel that a puppy has been recommended for early neuter. To learn more about bulletins and user assignments, see ENTER CHAPTER HERE. Note: If a dog is checked Yes for Breed Watch, the dog should not have a date in the Date Recommended Early Neuter field. 7) Once you have entered all pertinent information, you can click RETURN to save and return to the previous menu or CLOSE to return without saving. 8) The pup’s scheduled return date is now listed in the “TRN Recall” column. Editing a Recall Date You can reschedule a pup’s scheduled return date at any time by following the same steps outlined above in Scheduling a Training Recall: Scheduling a Puppy for Recall. When you reach step 4, overwrite the current date with the new estimated arrival date. This will update the Browse Pups on Active Program list to reflect the new date. Bringing a Dog In for Training When a dog officially arrives on campus for training, you will be responsible for shifting the dog’s status from Puppy Active on Program to Training Active. To do this: 1) Select TRAINING RECALL LIST from the Puppy Raising Services Menu. 2) Select the puppy who has arrived on campus by clicking the gray bar to the immediate left of their date of birth to select their record. 3) Select the CHANGE STATUS TO TRAINING OR BREED EVALUATION. 4) Enter the date the dog is arriving on campus, the program to which the dog is going (either Training Active or Breeder Evaluation), enter any notes or comments about the dog which you would like to share and then press SAVE to save and return to the previous menu or CLOSE to return without saving. Commented [j11]: To be linked upon completion. Commented [j12]: Be linked upon completion.
Chapter 3 – Sponsor Relationships Person as a Sponsor To enter a sponsor for a puppy, you will first need to follow the steps in Chapter 1: The People Menu – Entering a New Person[j1]. (There are no additional steps to perform in the People section to designate the person as a Sponsor.) Enter a Sponsor Relationship There are two ways to enter a sponsor relationship. The steps you follow will be based on the puppy’s current status. If the puppy is still at your facility and waiting for placement with a raiser (Neonate awaiting placement): 1) From the Main Menu, click DOGS. 2) From the Dog Menu, select the puppy to whom you would like to attach sponsorship from the Dog Name drop-down field. 3) Once the puppy is selected, click VIEW RELATIONSHIPS/ENTER/EDIT SPONSOR PAST RAISER REL located at the very bottom of the form. 4) From the Pup Program Data form, select ENTER SPONSOR. 5) Enter the start date of the sponsorship. 6) Double-click the “Sponsor Name” field to find and select the person you wish to attach as a sponsor. 7) Use the dropdown Last Name field to select the person who is sponsoring this puppy. When done, click RETURN. 8) Enter the type of sponsorship this person is providing using the “Sponsor Type” dropdown list. 9) You can select a level in the “Donor Rating” field, but it is not required 10)Enter any notes you wish then click SAVE to save and return to the Dog Menu or CLOSE to return without saving. If the puppy has already been assigned to a puppy raiser (Pup Active): 1) From the Puppy Raising Menu, select the puppy from the Dog Name dropdown list. 2) Click ENTER SPONSOR. 3) Enter the start date of the sponsorship. 4) Double-click the “Sponsor Name” field to find and select the person you wish to attach as a sponsor. 5) Use the dropdown Last Name field to select the person who is sponsoring this puppy. When done, click RETURN. 6) Enter the type of sponsorship this person is providing using the “Sponsor Type” dropdown list. 7) You can select a level in the “Donor Rating” field, but it is not required 8) Enter any notes you wish then click SAVE to save and return to the Dog Menu or CLOSE to return without saving.
Edit a Sponsor Relationship To edit the sponsor attached to a specific dog: 1) From the Dog Menu, select the dog to whom you would like to edit sponsorship from the Dog Name drop-down field. 2) Once the dog is selected, click VIEW RELATIONSHIPS/ENTER/EDIT SPONSOR PAST RAISER REL located at the very bottom of the form. 3) From the Pup Program Data form, select EDIT SPONSOR. 4) Select the sponsor you wish to edit then click EDIT 5) Adjust the sponsor information as needed then select CLOSE to save your changes and return to the Browse Sponsors Menu. If the dog whose sponsor you want to edit is a puppy that is actively on puppy program, you can also edit that dog’s sponsor information from the Puppy Raising Menu by clicking on the EDIT SPONSOR button
Chapter 4 – Breeding The Breeding Menu From the Breeding Menu, you will have the ability to do a number of things related to everyday breeding activities and colony management. We will go through each element of this menu and teach you how to use them. About the Breeding Menu Located in the top portion of the available window, the Menu is intended to give you a quick snapshot of your school’s breeding colony – both past and present. Filters The top portion of the screen is designed to give the user the option to view the school’s past and present colony at once or the user may utilize the filter functions located at the top of the screen to hone in on specifics of the breeding colony (such as specific breeds, only males/females, only active/retired dogs, etc.) The Dog Filter Use this filter if you want to narrow the list of breeders to dogs by a specific name. If you were to select, for example, “Fred” from this dropdown, the query would filter only dogs within the colony with the name “Fred”. If several dogs share the same name, they will all show, and the user will need to select the appropriate one by additional details (breed, date of birth, dam/sire) The Status Filter Use this filter if you want to narrow the list of breeders to dogs which are of a particular status such as “Active” or “Retired”. The Retire Pending Filter Use this filter to view dogs which are either Retirement Pending = “Yes” or Retirement Pending = “No”. The Sex Filter Use this filter to view dogs of a particular sex.
The Breed Filter Use this filter to view dogs only of a particular breed. Using Filter Combinations You can use as many or as few filters as you would like. Remember, however, that for each filter you apply, you are narrowing your list. Reset Your Filters To remove all filters and start the filter process again, click the RESET button located in the upper left hand corner of the screen. Breeding/Whelping Heat Start Reldog makes it easy to track and manage the heat cycle of females in your active breeding colony. To begin a dog’s heat, identify and select the dog for which you are entering heat information, then click the HEAT START button located on the lower left-hand portion of the screen. The system will default to the present date. You may overwrite this if the date is different. Once you have entered the start date of the heat cycle, enter any heat notes that you may like to include and then click SAVE to save and close or CLOSE to close without saving. Reldog Lite will save this information in the dog’s heat record. Once you have entered a female’s heat start information, the female will be available in the Heat Menu to manage her Heat Cycle. Note: You are only able to enter the heat start for an active breeder with the HEAT START button. To enter the heat of a female puppy on program, enter it though the Dog Health Menu, ENTER PUPPY HEAT. Projected Heats The PROJECTED HEATS button is designed to give you insight into the upcoming heats of females within your breeding colony only. When you click the PROJECTED HEATS button, Reldog Lite will compile a list of expected heat cycles based on the average heat interval entered into the system through the VIEW/EDIT REPROD DATA of each breeding female. You can utilize this information to know when your colony may encounter lulls in breeding activity and when to expect the breeding department to be busy. The accuracy of this browse requires that every heat start is entered for every brood, regardless of the intent to breed or not. Accuracy also required that the information within VIEW/EDIT REPROD DATA is current for each female.
Semen Analysis Keeping records of individual stud’s semen quality are very easy with ReldogLite. There are two different ways to enter semen analyses. For any semen analysis performed for any non-breeding purposes, use the SEMEN ANALYSIS button after selecting the stud dog. Through a series of dropdowns, you will be able to document all aspects of the collection. If semen is collected to be used for an immediate insemination, the semen analysis should be entered through the HEAT MENU -> and then selecting the appropriate female -> INSEMINATION button. Upon SAVE of the Insemination, a Semen Analysis form will appear. By storing an Insemination for each breeding an ejaculation record will be stored for that stud. Edit Semen A stud’s ejaculation history can be reviewed at any time by selecting the stud and then the EDIT SEMEN button. If the ejaculation was used to breed a female, her name will show in the far right column as well as the size of the litter once whelped. Should you need to change the reason for the ejaculation, select EDIT EJACULATION. You can also choose the EDIT ANALYSIS button if you need to change or add anything about any of the ejaculation records. The Heat Menu The Heat Menu is the home of female’s which are currently in heat. By clicking the HEAT MENU button from the Breeding Menu, Reldog Lite will compile and display a list of dogs which are currently in season. Breeding Decisions From the Heat Menu, select the female you wish to breed by clicking the female’s name. By then selecting BREEDING DECISION, Reldog Lite will open a Breeding Plan in which you can enter information regarding the plan for this heat. Fill in the breeding plan as completely as possible then click RETURN to save your information and return to the Heat Menu. 1. Put a check in the Plan To Breed box if you are breeding the brood this heat. Even if you haven’t decided who to breed her to yet, but selecting this, it shows a checkmark on her Heat Menu, alerting your technicians that you plan to breed her. 2. From the drop-down list select your decision if you plan to breed this brood on her next heat. This information is required to save the breeding decision. 3. Enter the breed of the proposed litter
4. From the drop-down list enter Stud First Choice. If the stud does not appear on this list, go to the DOG MENU  select the male then  EDIT DOG DATA then put a check in the Stud List checkbox. Enter a Backup Stud if desired. 5. The Litter Owner is defaulted to your school. Change this by double clicking the white field to the left of Reg Litter Owner, select a person or organization and return. 6. The Universal Prefix is defaulted to your school. When the puppies are born, RDL will assign the Universal Dog ID for pups born at your school that are owned by your organization. 7. A check in the field Produced for Us indicates pups are being produced for your school (default is a check in this field). Un-checking the box means that the pups are for a cooperative breeding, usually in cases where the bitch is owned by another school, and that school will whelp and keep most or all of the puppies. Production Click PRODUCTION button on the Breeding Decision form to view a chart of statistics for each of the past 10 months for: o Heats Projected o Breedings Resulting in Pregnancy o Whelpings o Pups released at puppy test (approx. 8 weeks) and placed with other organizations o Puppies placed in our puppy raising program o Pups off Program- o Graduated Dogs Ten months of data are displayed so that the number in the Total column can be easily divided (by 10) to give you an average monthly number. This chart gives managers an overview of current statistics to help determine whether or not a litter is necessary to maintain production goals. Brood Data This button will open the female’s Breeder Data form that will provide you with an overview of the breeder’s own data and health production data. See View/Edit Breeder Data Test Pedigree RDL has the ability to generate a hypothetical pedigree for any proposed litter within the Breeding Decision form. By clicking TEST PEDIGREE, a blank pedigree will show, with only the female’s name listed in the left margin. Select a stud from the dropdown and click PEDIGREE. This will fill in the three generations along with abbreviated genetic data displays. For example: Screen Print here with update values below Commented [j1]: To be linked upon completion Commented [j2]: Clover suggested a Screen Print here reflecting the data she outlined below but forgot to include the screenshot. Any screenshot I provided would be inconsistent with her data.
 Pups 168- The number after “Pups” are the number of progeny that are “mature’ (see definition for mature at the bottom of this document)  GD 36% Hth C- Skin C-  GD is the number of graduated and breeder dog progeny. o Hth C- is the overall health score for this breeding dog o Skin C- is the overall skin score  Hp 0% El 0% Sk 19% Ep 0% o Hp 0% is the percent of progeny that have a score 1 or 2 diagnosis for hip quality of all progeny from this breeder that have a hip diagnosis. o El 0% is the percent of progeny that have a score 1 or 2 diagnosis for elbow quality of all progeny from this breeder that have an elbow diagnosis. o Ep 2% is the percent of progeny that have a score 1 or 2 diagnosis for any neurological diagnosis including congenital defects of all progeny from this breeder that have a neurological diagnosis. The TEST PEDIGREE screen is also an interactive form. By doubleclicking on the gray name fields, the Breeder Data form opens, which displays additional information about that specific dog. See View/Edit Breeder Data . To select a different stud option, simply select a different stud dog and click PEDIGREE again. Stud List An extremely helpful way of creating a short list of possible mates is to select the STUD LIST button within the pedigree form. This will list all active studs within your colony. It is arranged alphabetically, and will show the inbreeding coefficient of the resulting litter, should you breed him to this female. Make your short list of options based on those studs that will produce the lower inbreeding coefficients. Stud Use Clicking the Stud Use button in the Breeding Menu will give you a quick breakdown on the studs in your colony and the frequency with which you have used them over the course of the last six years. There is a < > Column that lists the number of litters bred but not yet whelped and these are included in the Total Column. This is a quick way of assessing if you are utilizing each stud equally. To view the litters, click BROWSE LITTERS, where you will see the dam, number of live pups and number of stillborn pups for each litter. Browse Heats Commented [j3]: To be linked upon completion
Browse Heats lists all heats entered for the selected brood with the most recent heat first. Buttons on this browse allow the user to  Edit the heat start date  Edit or review the heat summary  Delete a heat that was entered in error  View the heat chart of progressions for a particular heat  View data on the resulting litter  Edit the decision of whether to breed the dog next or not  Reestablish that the dog is pregnant Browse Heats is accessible from two locations: For broods that are in heat, click HEAT MENU  BROWSE HEATS to view a list of previous heats. For all broods, MAIN MENU  BREEDING  Select the brood using the Dog drop-down list then  VIEW/EDIT REPROD DATA BROWSE HEATS Projected Heats- see Previous description As you can see, there are a number of tools available within the Breeding Plan which you may use to make decisions on breeding. Using the “Brood Data”, “Production”, “Stud Use”, “Test Pedigree”, “Browse Heats” and “Projected Heats” tools within this module will enable you to make confident breeding decisions instantly (see Breeding Addendum Routine decision making process for a brood in heat) Stud Brucellosis There is a column on the Heat Menu titled Stud Brucellosis. The date shown there is the last time that a stud was tested for Brucellosis. If it is blank, the stud has never been tested. Based on the intervals established by your school, you can determine whether or not a stud needs to be tested prior to this mating. You can enter the results by clicking the STUD BRUCELLOSIS button and then complete the form. Click SAVE to save and return to the Heat Menu or CLOSE to return without saving. When SAVED this will automatically generate a lab test entry in that stud’s Medical file, as well as update the date within the Stud Brucellosis column. If a Brucellosis test is performed on a stud at a time that he is not selected to breed a female, the results should be entered through the Medical Menu- ENTER LAB TESTS Browse Heat Progressions Commented [j4]: To be linked upon completion Commented [j5]: To be linked upon completion – added by Clover – not sure what this is, however.
Browse Heats see Previous description Prebreed Tests Click PREBREED TESTS to open the Enter Prebreeding Tests form. Here you can enter that Brucellosis testing on the female was performed, as well as a vaginal exam for the presence of strictures. By clicking on either or both of the check boxes and clicking SAVE, the dog’s vital health information will be updated with the date of her this brucellosis test and/or vaginal exam with a default to today’s date. If you open this form and find there are dates already in the fields to the right of the labels Brucellosis and/or Vaginal Exam that means that she was tested previously. Simply click the boxes and SAVE to update. By saving, this new Brucellosis date will appear in the Dam Brucellosis column in the Heat Menu. Browse Previous Whelps Enter Heat Comments Tracking a Dam’s Heat Progress Reldog Lite gives you the ability to enter many elements of each brood’s heat cycle to calculate peak fertility and provide a historical record of each heat for future comparision. You can utilize as many or as few as you would like. Within each element, you will find a Comments field that can be used if additional information is desired. Discharge At the intervals established by your school enter the color of vaginal discharge inform. To do this, select the appropriate brood, select the DISCHARGE button from the Heat Menu and enter the requested information. Press SAVE to save and return to the Heat Menu or CLOSE to return without saving. Vaginal Smears At the intervals established by your school, enter the Dam’s vaginal smear/cytology results by clicking the VAG SMEAR button. Enter the requested information then press SAVE to save and return to the Heat Menu or CLOSE to return to the Heat Menu without saving. Receptivity To enter and track your Dam’s breeding receptivity, click the RECEP button and enter the requested information. Press SAVE to save and return to the Heat Menu or CLOSE to return to the Heat Menu without saving. Commented [j6]: To be linked upon Completion.
Progesterone At the intervals established by your school, enter the Dam’s Progesterone levels to help identify peak fertility. To do this, click the PROGESTERONE button and enter the required information. The system will default to the present date. You may overwrite this if the date of sampling is different from the date you received the value. It also defaults to ng/ml values. By using the Which Progesterone Test dropdown, you can select nmol/L or in-house Premate testing. When finished, click SAVE to save and return to the Heat Menu or CLOSE to return to the Heat Menu without saving. Vaginoscopy If your school performs vaginoscopies, click the VAGINOSCOPY button to enter the results of your vaginoscopy at the intervals established by your school. Enter the required information and click SAVE to save and return to the Heat Menu or CLOSE to return to the Heat Menu without saving. Insemination Utilize the INSEMINATION button of Reldog Lite when an actual mating occurs. To enter information about each insemination, click the INSEMINATION button and enter the required information. Reldog Lite will only allow the entry of one mating per day. Therefore, if you bred her twice for any reason, or made several attempts, you can note that within the Comments field of the insemination. If you entering natural breeding as the “Insemination Type”, you do not need to enter the cc volume of the breeding. Once you have entered the information the natural breeding attempt, press SAVE to save and return to the Heat Menu or CLOSE to return to the Heat Menu without saving. However, if you are using Artificial Insemination techniques for breeding, you must enter the number of cc’s of semen used during the breeding attempt. If you did not previously enter a Semen Analysis, clicking SAVE will notify you that a Semen Analysis must be completed in order to complete the breeding attempt and Reldog Lite will open the Semen Analysis screen in which you can enter the results of your semen analysis. If a semen analysis was already completed, the system will SAVE the breeding attempt entry and return you to the Heat Menu. Click CLOSE from the Insemination Screen will close the record and return you to the Heat Menu without saving. Once a mating has been entered, the litter will appear on the Litters due Menu until a whelp is entered or a pregnancy check is entered indicatin that the female is not pregnant. The Whelp date is calculated as 65 days from the LH=0 day entered, NOT days from first or last breeding. The INSEMINATION button is light grey and nonfunctional until a stud dog is selected in the Breeding Decision form.
LH Assay If your school performs Luteinizing Hormone (LH) Testing, click the LH ASSAY button to enter the results of your LH testing. Enter the required information and click SAVE to save and return to the Heat Menu or CLOSE to return to the Heat Menu without saving. Heat Chart FROM CLOVER Heat End Sum Why summarize the heat? The ideal time to enter notes about the heat and mating is while the information is current. When a mating fails to produce a normal sized litter, review of the heat and insemination is critical to identify the cause. The most common cause of poor conception is breeding at the wrong time however there are numerous reasons:  Insemination at the wrong time  Insemination technique issues  Semen quality is poor due to semen handling or stud problem  Brood reproductive problems Clicking Heat Entry Done removes the brood from the Heat Menu There are two pages to this Heat Summary. The first page has information about the brood and the second page has mostly stud/semen/insemination information. On the second page, there is a check box titled Heat Entry Done. In order to complete the Heat Summary this box must be checked when you click on RETURN. Once saved, this heat will no longer appear on the Heat Menu when you open it. Editing the Heat Summary There are two paths to access the Heat Summary for edits: For broods that are pregnant, click MAIN MENU  BREEDING  LITTERS DUE MENU  select the brood  EDIT HEAT SUMMARY For all broods, MAIN MENU  BREEDING  Select the brood using the Dog drop-down list then  VIEW/EDIT REPROD DATA BROWSE HEATS  EDIT HEAT SUMMARY Page 2 Suggestions on filling out page 1 of the Heat Summary Click the check box Problem and fill in comments if there is something abnormal about the heat. Heat Abnormal- an overall assessment of the heat. Click yes for problem if anything on the first page is also clicked as a problem
Progesterone Rise Pattern- it is helpful to enter comments that the progesterone values agreed with the selected dates for inseminations. For natural matings LH days +3 and +5 or LH +4 and +6 are considered ideal. For frozen semen matings LH days +5 and +7 are considered idela. It is worth noting if the progesterone rise pattern is atypical such as a high baseline value or fast rise. Synchrony- For the textbook heat, the smear, discharge color, brood receptivity, vaginoscopy and progesterone values are all prime at around the same time. It is well known however that aspects of the heat controlled by estrogen may not be in synchrony with the actual ovulation timing. Discharge, Smear, Vaginoscopy- Note abnormalities in the discharge, smear or vaginoscopy. Microorganisms- Bacteria are normal inhabitants of the vaginal tract making routine vaginal cultures unnecessary. Note problems caused by microorganisms or the presence of Herpes virus or Brucellosis as diagnosed by a veterinarian as abnormal. Heat interval- Intervals less than 5 months are not likely to result in a conception. It is noteworthy if the heat interval is less than 5 months or substantially longer than the rest of your broods. Brood Age- A reduction in fertility may be noticed as broods age past 6 years old or have had multiple consecutive heats where they did not conceive a litter due to not breeding or no conception. Suggestions for filling out Page 2 Insemination Timing Drop-Down List and Insemination Procedure Drop Down List-- Helpful for analysis later on conception rates as compared with insemination timing. Insemination Timing- Check if timing was not ideal and add notes as to why. The 1st breeding’s progesterone value should be >6ng/ml. The 2nd breeding’s progesterone value should be >12 ng/ml. If the value is not that high, a third breeding must be considered. Insemination Procedure- Natural matings are the ideal insemination procedure for maximum conception rate.
Insemination Volume Less than 5 cc (ml)- Larger volumes for AI matings are generally considered to be better than volumes less than 5 cc Semen Quality- Ideally the semen was assessed around the time of mating microscopically for count, motility and abnormals. Stud Health and Age- Systemic illnesses in the past 3 months may negatively impact semen.quality as well as problems in the reproductive tract. Semen quality and quantity diminishes in the older stud. Peak Breed Date- Date that you feel was the ideal date for insemination D=0 Date- the onset of diestrus when the vaginal smear reaches 50% parabasal cells with a possible white blood cell shower Brood Foster As long as the Brood was “PLACED W BRD KEEPER” in the Breeding Menu, this button will allow staff to easily access their contact information for any particular female in the Heat Menu. Select the female and the click on BROOD FOSTER to see their name and contact information Stud Foster Same as for Brood foster above FROM CLOVERLH=0 Once you have determined the LH=0 date, either by LH Assays or through interpretation of Progesterone values, you should enter the date of the LH rise. Click the LH=0 button, select the appropriate date and click SAVE to Return to the Heat Menu. RDL uses this date to calculate the Whelp date for the litter, as seen in the Litters Due Menu. M=0 Diestrus day=0 is the day when the vaginal cytology reaches 50% parabasal cells, and possibly the presence of a white blood cell “shower.” If you have this information, click the LH=0 button, select the appropriate date and click SAVE to Return to the Heat Menu.
Litters Due The LITTERS DUE button will take you to the Litters Due Menu. This is where all Dam’s who have participated in a breeding attempt will be listed. In this menu, Reldog Lite will list the dams involved in recent breeding attempts. Whelp Forecast FROM CLOVER Reviewing a Dam’s Whelping History Browsing Previous Whelps The BROWSE PREV WHELPS button in the Litters Due Menu will enable you to review a dam’s previous litters and will be able to give you insight into what that mother’s birthing experiences have been like. MORE FROM CLOVER? Reviewing a Dam’s Reproduction Summary The REPRO SUMMARY button will allow you to review a dam’s conception history and give you valuable insight into her breeding history. MORE FROM CLOVER? Pregnancy Checks Entering a Pregnancy When you are ready to check a Dam for pregnancy, utilize the ENTER PREG CHECK button and enter the information requested. Once you have completed the form, select SAVE to save and return to the Litters Due Menu or RETURN to return without saving. If you have entered a negative pregnancy result, the dog will be removed from the Litters Due Menu. If you have entered a positive pregnancy result, the Dam will remain on the Litters Due Menu list for the duration of her gestation and Reldog lite will generate a due date based on the data you entered into the system during heat cycle and your breeding attempts. Browsing Previous Pregnancy Checks By utilizing the BROWSE PREG CHECK button, you can view any pregnancy tests which have been entered for the dog you selected.
Pre-Whelp Monitoring Temperatures Fetal Heartrates Edit Heart Rate Preparing for a Dam’s due date In preparation for a Dam’s whelp, you can utilize the ENTER/EDIT WK INFO button from the Litters Due Menu. Here, enter information pertinent to the Dam’s birthing plan and press SAVE. Whelping Puppies in Reldog Lite When a dam has given birth to her litter, utilize the ENTER WHELP INFO BUTTON located on the lower right-hand side of the Litters Due Menu. 1. The system will prompt you to enter the name of the Dam to confirm that you are entering a whelp for the appropriate dog. Please note: Entering puppies on the incorrect dam is a very time consuming and difficult action to reverse and must be performed by an Administrator. Please take the time to confirm that you are entering information for the correct dog before proceeding. 2. Enter the name and tattoo of the female who delivered in the box provided then click OK to proceed. 3. Reldog will ask you to complete the form that opens before you will begin entering individual puppy information. 4. Enter the date of the birth for the Litter (NOTE: Your school will need to decide “how to handle” litters which span overnight whelps. It is perfectly appropriate to enter the litter’s birthday as the day that the whelp CONCLUDED). 5. Enter the location of the whelp by selecting HERE or HOME from the dropdown menu. 6. Enter the Litter’s ID Number. If your aren’t sure what the next Litter’s ID number would be, selected the LITTER LETTER button located on the lower left-hand side of the screen and a window will open showing you a list of the litter letters which have already been used. You will want to enter the next Litter ID in the sequence into the “LitterID” field and confirm the Litter ID in the “LitterID Again” field. 7. Double-click the “Whelped Litter” field and a “Find Whelper” Screen will open from which you can select a person from the dropdown menu. Once you have properly identified the person, click RETURN to return to the Litter Entry Screen. 8. Enter any comments in the “Comments” box which you believe are pertinent to the Dam’s whelping experience. This is NOT the appropriate
location to enter information regarding specific pups, but rather the Dam’s experience delivering all puppies in the litter. Entering Individual Puppies Born The details of labor are an important part of the school understanding a Dam’s success in the breeding program. It is important to track details such as time between pups and whether any specific pups required assistance either while birthing or following their whelp. Reldog Lite Puppy Entry Form allows you to easily enter and store this information for future reference. 1. Whelpers should track the time it takes for a mom to push each puppy out. When the Dam begins to bear down to birth a pup, whelpers will enter the time into the “Labor Start” field. When the Dam has successfully birthed the puppy, whelpers will note the “Labor End” time and record it in the appropriate field. 2. By entering a “Pup Number”, Reldog Lite will automatically tattoo the puppy in the system. It’s important to note that while a pups number can be changed later, the tattoo number is not as easily changed. It’s best practice to enter the pups number and not attempt to alter it later. 3. Enter the other information requested in the Enter Pup Born Screen. To save and enter more puppies born, click SAVE. If you are done with entering puppies born, then click CLOSE. Reldog Lite will bring you to the Litter Care Menu upon closing. If you made any mistakes regarding the puppy’s sex or other components of the Enter Pup Born screen, you may make adjustments to the puppies from the Litters Due Menu. See: Editing Puppy Information for more. Litter Care – TO BE WRITTEN BY SEGD The LITTER CARE button will take you to the Litter Care Menu. This is the location in which all litters on campus may be cared for. Commented [j7]: To be linked upon completion.
Editing Puppy Data Enter Pup Born Edit Pup Info Enter Names Enter Microchip Enter/Edit WK Info Litter Health Entering Litter Care Entering Litter Illnesses Whelping Data Edit Whelp Info Browse Previous Whelps Whelp/Lactation Summary Repro Summary Enter Temperature Enter Heart Rate Edit Heart Rate Brood Data Enter Weight Brood Edit Weight Brood Foster Data
Production Stats FROM GEB BREEDER DATA Reldog Lite offers you a few, easy-to-use tools which may assist you in evaluating and understanding your breeding colony. View/Edit Breeder Data By selecting a dog from the Breeding Menu and then clicking the VIEW/EDIT BREEDER DATA button, Reldog Lite will provide you with a snapshot of the breeder’s own data. Total Pups Mature- Number of progeny from the specified sire or dam that were whelped at the school or donated to the school that are >540 days old Colony member- yes/no field that is updated here. Used to sort dogs Generation Coefficient- calculated by RDL when button GENERATION COEFFICIENT in the Breeding Menu is pushed. This is most accurate when ancestors with genetic data is entered in RDL. Generation Coefficient is used when assessing if dogs are improving genetically through selection. Decreasing the generation interval increases the chance for genetic improvement when applying the principles of selection. Inbreeding Coefficient- (IC or COI) an estimate is calculated by RDL when button UPDATE INBREEDING in the Breeding Menu is pushed. COI expresses common heritage and specifically indicates the probability that the two alleles for any gene are identical by descent. Nbr- Total number of dog added by RDL of progeny that were evaluated for each of the traits listed ie Success, Skin, Hips, Elbows etc. % Score- Percent calculated by RDL of progeny that are Successful divided by the total. The percent health diseases is the number of progeny with a score code of 1 or 2 divided by the number evaluated for the trait. Scores range from 5 (a desirable quality) to 1 (very undesirable quality). You can change the score code in Utilities/UPDATE REF TABLES/VET DIAGNOSIS DETAILS EDIT. % EBV- Relative ranking of this dog compared to the current breeding dogs in your colony calculated by RDL based on the Estimated Breeding Value (EBV) for the trait. EBVs are created in genetic programs such as MTDFReml, MTGSam, IBay from data exported from RDL to these programs then the EBVs are imported back into RDL.
% EBV All- Relative ranking this dog compared to all breeding dogs in your colony calculated by RDL based on the Estimated Breeding Value (EBV) for the trait. % EBV Kept- Relative ranking of this dog at the time the dog was selected as a breeder compared to the current breeding dogs in your colony calculated by RDL based on the Estimated Breeding Value (EBV) for the trait. Last Eye Exam- Last eye exam when the checkbox for Eye Exam is Yes when the diagnosis is entered. This designates the dog had a complete ophthalmologic exam preferably by a board certified ophthalmologist. Optigen Result, VWD, DNA, etc– We are changing this- there will be a subform/browse with genetically important lab results. Health Conditions Produced GO TO PAGE 2 button continues this listing of health production concerns. HEALTH PRODUCTION button that will show all diagnoses recorded on any progeny from this individual. You are offered a number of filters which you may use independently or in combination to view specific diagnoses or affected systems. View/Edit Reproduction Data After selecting a dog from the Breeding Menu, the VIEW/EDIT REPROD DATA button will provide you with basic information about the dog’s reproductive health history. Information such as conception rate, average litter size, and stillborn/neonatal losses can be viewed here Additional subjective assessments can be made regarding Fertility and Whelp Quality, as well as a Comments section for any additional information. There are several user input fields here that will help manage and forecast future heat cycles. Once the user enters the number of months that is typical for a specific female, Reldog Lite will then be able to calculate when the next one might be and show it correctly on the PROJECTED HEATS browse. The Ave Heat Interval should be reviewed each time a female comes into heat, and changed if necessary, as it could affect when she is next expected to come into heat. Pedigree Pheno The PEDIGREE PHENO button will generate a five-generation pedigree for the dog you select in the Breeding Menu. This Pedigree Pheno will indicate the
dog’s lineage, as well as abbreviated ancestral health production data. By doubleclicking on the gray blocked name of any individual within the pedigree, you are able to open that dog’s Breeder Data. This can save significant time when researching pedigrees . (see Theory Addendum for further details) Indices GEB TO WRITE THIS SECTION Individual and Sibling Temperament GEB TO WRITE THIS SECTION. Because SEGD has not yet utilized the Dog Behavior Checklist on enough dogs, there is nothing really populating this section and, as such, we have not been using this feature in our breeding decisions. I think we are only using the checklist, at the moment, for IFT Temperament tests. BARBARA – please note that I checked for a dog who DOES have behavior checklists entered on them. I found their dam, then went into the breeding section and used this button see if it was utilizing the information to populate frmLitterBrowse – it is not. Selection Notes The SELECTION NOTES button can be used to enter free-form notes on a dog if you so choose. Simply select the dog you wish to enter notes on (or wish to view previously written notes about) and click SELECTION NOTES. Health Summary To quickly view a health summary for the Dam or Sire within the colony, select the dog from the Breeding Menu list and then click HEALTH SUMMARY. Reldog Lite will compile a quick list of the dog’s current weight, target weight, vaccination information, and a list of diagnoses entered on the dog. From this screen you can do a number of things including viewing the dog’s Health History or diagnoses, browse the dam’s/sire’s littermates, or browse medications prescribed to the dog. (see Medical Menu) Retirement Pending You may wish to keep track of dogs which are being considered for retirement. To do this, simply select the dog you are planning on retiring from the Breeding Menu, then click RETIREMENT PENDING. In the window that pops up, select “Retirement Pending” and enter any notes that you feel may be necessary. Then click “RETURN” to save and return to the Breeding Menu. (Note: If you selected this dog by accident and do NOT intend to retire the dog, simply keep all fields blank and click RETURN and the dog will remain as they were). Once you have indicated a dog is pending retirement, you may utilize the “Pending Retirement” filter in the upper right hand corner to quickly take a look at all dogs within your colony which are close to their retirement. Commented [j8]: To be linked upon completion. Clover added this but I am not sure to what she is referring. Commented [j9]: To be linked upon completion.
Retire a Breeder To formally retire a breeder from the program, simply select the dog from the Breeding Menu, then click RETIRE BREEDER. 1) Enter the date that the dog is retiring from the program. 2) Select “Breeding” from the Program drop-down menu. 3) Select “Retired” from the Status drop-down menu. 4) Select either “Breeder inactive – breeder progeny” or “Breeder inactive – no breeder progeny” depending on whether the dog contributed to progeny through out the course of its time in the breeding program. 5) Enter any notes/comments that you wish regarding the retirement of the dog. 6) Select a primary reason for retirement and a secondary reason, if one exists. 7) Select an alternate career recommendation for the dog. 8) If the foster is adopting the dog, click the “Foster Adopting” checkbox. 9) If you have retained frozen semen for the dog, select the “Frozen Semen” checkbox. 10)If you would like to keep the dog on the Stud list (males only) keep the “Keep on Stud List” checkbox selected. Otherwise, uncheck the box. 11)Click SAVE to save the retirement and return to the Breeding Menu or CLOSE to return without saving. Note: once a female has been officially Retired within the system, you will not be able to enter a Heat Start for her, or monitor her heat cycle should she come into heat after the status change was made. BREEDER PLACEMENT How to create a Breeder Keeper Record In order to place a dog with a breeder keeper, you will first need to determine if the person you are intending to place the dog with has already been entered into Reldog Lite as a person. To do this: 1) Exit the Breeding Menu and enter the People Menu 2) Search for the person you intend to place the dog with by click the downward-facing arrow and then beginning to type the person’s last name. If the name you are looking for is not in the list, you will need to add the person (see: Chapter X – People for information on adding new people). If the person you are looking for is in the list, proceed to Step 3. 3) From the People Menu, select CREATE/EDIT BREEDER KEEPER. The form that opens is a generalized Breeder Keeper application. You can utilize this form for your own breeder keeper selection process or you can choose not to use most of the form. Two components of this application which must be completed in order for the person to be eligible for breeder Commented [j10]: To be linked upon completion
keeping are the elements located on Page 1 of this application (also known as the “Main Application” and whether or not the applicant was “accepted” to the program located on page two (also know as the “Application Detail” page). Once these elements have been successfully entered, you may SAVE to save the application and return to the Person Menu or you can CLOSE to return to the Person Menu without saving. Assigning a Breeder to a Breeder Keeper in Reldog Lite Once a person is in Reldog Lite and has been setup as a Breeder Keeper in the system, attaching that person to the dog is quite easy. To do this, click PLACE W BRD KEEPER in the Breeding Menu. Complete the required information in the form. Remember, to select a person’s name, double-click the box with blue text, select the person you are looking for then RETURN to save the person and complete the assignment. Editing or Ending a Breeder Keeper relationship To edit or end the breeder keeper relationship, select the breeder for which you need to make adjustments to the keeper relationship then click EDIT/END Placement. Select the current foster relationship then click EDIT to make adjustments to the current placement. To end the currently placement, enter an end date in the “End Date” field, then click SAVE to save and return to the Breeding Menu or CLOSE to return to the Breeding Menu without saving. If you ended the breeder keeper relationship, the dog is now available to place into a new/different home. See “Assigning a Breeder to a Breeder Keeper in Reldog Lite” for more information on placing a dog into the care of a Breeder Keeper. Please note: The ending of a relationship should only be done if the end of the relationship is permanent. It is also important to point out that if the relationship is ending because the dog is being retired, you should follow the steps outlined in Chapter X – Breeding: Retire a Breeder to appropriate end the breeder keeper relationship and make the correct adjustments to the dog’s status simultaneously. Entering/Editing Behavioral Information for Active Breeders It is important to enter behavioral incidences for dogs in your active breeding program. It will help you to track negative incidences such as aggression or protectiveness. To enter a behavioral incidence on a dog within your colony or to edit a preexisting behavioral incident on a dog which has already been entered, select Commented [j11]: To be linked upon completion.
the dog for which you would like to enter an incident from the Breeding Menu then click the ENTER/EDIT BEHAVIOR INCIDENCE button. Enter a New Incident To enter a new incident , select the appropriate dog, select the ENTER INCIDENT button located on the lower left-hand side of the screen. Enter the required information requested on the Dog Behavior Incident form which appears then press SAVE to return to the Enter/Edit Screen or RETURN to close without saving. Edit an Existing Incident To enter an existing incident, select the incident you would like to view or change and then click the EDIT INCIDENT button. Make any changes you wish then click RETURN to save your changes and return to the Enter/Edit Incident menu. Delete an Incident In the unlikely and uncommon event that you should need to delete a behavioral incident on a dog, click the entry you wish to remove then select the DELETE INCIDENT button to delete the record entirely. Please note that once you delete the record you cannot get the record back so be extremely certain that you are selecting the right record on the right dog before you perform this function. PROGENY DATA Progeny From the Breeding Menu, the PROGENY button will generate a browse showing you all offspring of the dog you selected in the Breeding Menu. This browse will include the offspring’s name, the breeding pairing they resulted from, their DOB, sex, current status with the school, and the current medical rating on the dog. From this browse, you may select a dog and look at Temperament Evaluations which have been entered on individual offspring or you may wish to Browse Diagnoses entered for the dog you select within the browse. There are two filters at the top to allow you to sort by Program type or Current Status, if desired. Progeny Success The PROGENY SUCCESS button enables you to quickly identify the success of specific pairings. By selecting a dog from the Breeding Menu and then click the PROGENY SUCCESS button, Reldog Lite will compile a list of mating combinations that dog has been a part of and generate general information about the success of produced litters.
The percentage of dogs “used” = (guides + breeders) / (released + guides + breeders) Health Production By selecting a dog from the Breeding Menu and then selecting the HEALTH PRODUCTION button, Reldog Lite will generate a browse containing diagnoses information entered on each offspring produced by the dog you selected. Information contained in this browse can be filtered by Pheno Category (also known as “systems”) or by the “count against” severity of the entries or by whether the dog was released as a result of the diagnoses. These filters may be used independently or may be used in combination to minimize the results of the query. To reset the filters, click the RESET button located to the left of the filters. Reasons for Release To get a quick snapshot of a dog’s offspring’s primary reasons for medical release from the program, select the dog whose offspring you wish to view and click “REL REASONS”. The system will generate a browse based on diagnoses which have been entered in Reldog Lite where the person entering the information indicated that the diagnoses is causing the dog to be released from the program. Please note that the system only utilizes Medical reasons for release for this function and does not utilize non-medical release recommendations in this section. BARBARA – I LOVE THIS FUNCTION, but there is a lot of ownership on multiple department’s team members to indicate that they are recommending the dog for release based on information they are entering in the system. At my school, for instance, the only area where the staff has that type of authority/ability is in the Medical Services Department and the only time they are entering it, at present, is for failed hips. I don’t think that we are utilizing this function to the best of our ability and could use some guidance on what step our medical services team is missing in order to be most effective as this spot. CANDIDATES Candidates TO BE WRITTEN BY GEB Candidates WOEBVs TO BE WRITTEN BY GEB
COLONY DATA-Understanding Your Colony as a Whole Active Breeders By clicking the ACTIVE BREEDERS button from the Breeding Menu, Reldog Lite will compile a basic, simple browse design to show you a breakdown of your breeding colony. The browse will show you the breeds which are active in program and how many of each breed you have or have had in the program, broken down by sex. NOTE to BARBARA: I am not sure if this working properly as the system is indicating that we have 6 Female Golden Retrievers pending retirement and 2 Male Golden Retrievers due to retire. It’s also showing 85 female labs and 20 male labs due to retire. None of this information is accurate. We don’t have anywhere near that number of goldens in our colony and our “retirement pending” list is currently 2 dogs. Lastly, there is a “Goal’ number set here – but I have not found a spot where I can set this for our school. Stud Use Clicking the Stud Use button will give you a quick breakdown on the studs in your colony and the frequency with which you have used them over the course of the last six years. There is a < > Column that lists the number of litters bred but not yet whelped and these are included in the Total Column. This is a quick way of assessing if you are utilizing each stud equally. To view the litters, click BROWSE LITTERS, where you will see the dam, number of live pups and number of stillborn pups for each litter. Diseases Produced By clicking the DISEASES PRODUCED button in the Breeding Menu, Reldog Lite will compile a browse of all diagnoses entered into Reldog Lite for your entire colony; it is not limited to breeding stock. You are offered a number of filters which you may use independently or in combination to view specific diagnoses or affected systems. Health Trends The HEALTH TRENDS button will enable you to take a look at the diagnostic trends within your community over the past 13 years. Incidence by Diagnoses Year Similarly to DISEASES produced, the INCIDENCE BY DIAGNOSES YEAR breakdown individual diagnoses by individual year.
Health Summaries Located in the lower left-hand corner of the Health Production Menu, Reldog Lite offers you another way to view offspring information. By clicking HEALTH SUMMARY DAM or HEALTH SUMMARY SIRE, Reldog Lite will streamline the results showing in the Health Production Menu by breaking down all diagnoses being shown by system and then indicating the number of dogs produced with issues assigned to each of those systems. The column headers “1, 2, 3, 4, and 5” is the level of severity of the diagnoses which was entered against a puppy – where 1 = very severe and 5 = very mild. WHERE IS THIS . Tools in the Breeding Menu Update Genetic Ratings TO BE WRITTEN BY GEB Generation Coefficient TO BE WRITTEN BY GEB Update Inbreeding TO BE WRITTEN BY GEB Import Inbreeding File TO BE WRITTEN BY GEB Import EVB File TO BE WRITTEN BY GEB Test Pedigree Any Dog See Heat Menu: Test Pedigree for more information Commented [j12]: To be linked upon conclusion
Chapter 5 – The Dog Section About the Dog Menu The Dog Menu has been designed to give users a central location where they can find pieces of information about a dog’s life. While the dog’s lifespan should be managed in the appropriate modules, the Dog Menu can give users a brief snapshot of the dog over the course of the dog’s lifetime. Edit Dog Data The EDIT DOG DATA button gives users the opportunity to change key characteristics of a dog at your school. Whether this button functions or not for any individual user is managed by the Reldog System Administrator and most users will not have the authorization to edit a dog’s data in this form. The EDIT DOG DATA button should only be used by key personnel within an organization to make adjustments to data which may have been incorrectly entered through appropriate modules. Examples include a dog’s name, tattoo number or microchip number. If you are among the few users with permission to use this form: 1) Select the dog you wish to adjust information on from the dropdown list located in the upper left-hand corner of the Dog Menu. 2) Click EDIT DOG DATA 3) To edit a dog’s name (spelling or name change): a. Select the CHANGE NAME button located in the lower left-hand corner. i. Note: if the dog has already been placed with a raiser or a graduate, Reldog Lite will generate a warning message for you.
b. From the form that appears, double click on the dog’s current name in the Call Name field. c. A new form will open where you may adjust the dog’s name. To do this, type the new name of the dog in field under “name search”. By typing the name in this field, the list to the left will scroll to the place in the alphabet where the name should be. i. If the name is not on the list, you will need to add the dog’s name to the list by completing the steps outlined in Chapter X: The Utilities Menu – Puppy Naming. d. Once you have found the name you want, select the name by double clicking it from the list on the left-hand side. This will highlight the name. e. Click DONE to save the change. 4) Changes to many of the other fields can be accomplished by simply editing the field. Once changes have been made, select SAVE_CLOSE to return to the Dog Menu. Changing a Dog’s Status A dog’s status should be properly managed through the appropriate module. For instance, a puppy’s entrance into the puppy program or its transition from “active puppy in the program” to “IFT” is managed through the Puppy Raising section (See Chapter X: Puppy Raising for more information). A dog’s graduation from “IFT” to “Active Graduate” is managed in the Client Services section (See Chapter X: Client Services for more information. And, lastly, a dog’s retirement or release from the any program may be managed from the module associated with the dog’s current lifecycle status. The CHANGE STATUS button located in the Dog Menu should only be used by key personnel to either correct a status change error or to assist with special circumstances where the dog may have reentered the program. It is important the use of this button be limited to personnel who understand the adjustments that are being made behind the scenes Reldog Lite such as your administrator. Commented [j1]: To be linked upon completion. Commented [j2]: To be linked upon completion. Commented [j3]: To be linked upon completion.
Below is an overview of each button and its intended use. The Menu is broken down into four groups: Neonates/Puppy Program, Breeding Dogs, Training/Graduated Dogs and Ancestors/Non-Program Dogs. Neonate/Puppy Program  Stillborn or Neonate Died: Use this button to correct the status of a stillborn puppy or to enter the death of a neonate puppy.  Neonate Life: Use this button if a puppy was mistakenly entered as “deceased” and needs to be brought back to “living” status.  Release Neonate for Adoption: Use this button if a puppy, prior to puppy raiser placement, has been released from your program and has been made available for adoption.  Died when w Puppy Raiser: To enter the death of a puppy actively on your Puppy Raising Program.  Release from Pup Program: To enter a puppy’s release from the Puppy Raising Program (Please note that this button is an alternative location to managing this status. This action is more appropriately managed through the Puppy Raising Menu. See Chapter X: Puppy Raising – XXXXX for more information).  Gift/Sell Puppy to Other Organization: Use this button when a puppy has been exchanged or sold to another school or organization.  Litter Owner Placed Puppy: Use this button to record the placement of a puppy if you are working with a private breeder who has placed a puppy, rather than your organization having place the puppy.  Update to Breed Eval or Train: Used to bring a puppy from “Puppy Active in Program” to either “Breeder Evaluate” or “Active in Training” status. (Please note that this button is an alternative location to managing this status. This action is more appropriately managed through the Training Menu. See Chapter X: Training – XXX for more information). Breeding Dogs  Evaluate Dog as possible breeder: To change the status of a Puppy Program Active or Training Active to either Breeder Initial Evaluation. (Please note that this button is an alternative location to managing this status. This action is more appropriately managed through the Training Menu. See Chapter X: Training – XXX for more information.)  Update Possible Breeder Status to Breeder, Training, Release or Other School: Use this button to transition a Breeder Evaluate to “Breeding Active”, “Training Active”, “Released from Training” or to send the dog to another school. (Please note that this button is an alternative location to managing this status. This action is more appropriately managed through the Training Menu. See Chapter X: Training – XXX for more information. Commented [j4]: To be linked upon completion. Commented [j5]: To be linked upon completion. Commented [j6]: Barbara – please note that I am not confident in my information here. I am not sure where the “normal” spot is to manage a dog from active pup program or active in training to breeder eval. Commented [j7]: To be linked upon completion. Commented [j8]: To be linked upon completion.
 Use dog not owned by us for breeding: To change the status of a dog from another organization to breeder, although that dog is not owned by your organization.  Eliminate breeder not owned: To remove a dog that is not owned by your organization from your list of breeding dogs.  Make male breeder appear on stud selection list regardless of status: By selecting this button, the dog will be made available in the male breeder dropdown lists despite a status which would ordinarily prohibit the dog from showing up on such lists. This might be used for dogs whose semen you have stored, and the dog has then gone into your training program. Although the dog has a Training Active status, he will continue to appear on your stud selection lists, since you have the option of breeding using his stored semen.  Update retired breeder saved progeny: There are two different statuses for retired breeders: Significant, which means that one or more of the breeder’s offspring became a breeder, and therefore the dog’s genes continue on in your colony OR Insignificant, which means that none of the breeder’s offspring became breeders. This button will toggle between those two statuses. You may have thought the dog would have a breeder offspring at the time he or she was retired and thus selected Significant, but it turns out not to be the case. With this button you can change that Significant status to Insignificant and vice versa.  Retire Breeder: Use this button to formally retire a breeder from your Breeding Program. )Please note that this button is an alternative location to managing this status. This action is more appropriately managed through the Breeding Menu. See Chapter X: Breeding – XXX for more information.) Training/Graduated Dogs  Reinstate Released Dog to Training: Utilize this button to reinstate a dog which was released from the training program. The dog’s “Active in Trianing” status will be restored. Please note that using this button will overwrite the dog’s status and the “status change date”.  Release dog from training: Used to release a dog from your training program. Will change the dog’s status from “Active in Training” to “Training – Released”. (Please note that this button is an alternative location to managing this status. This action is more appropriately managed through the Training Menu. See Chapter X: Training – XXX for more information.)  Graduate Dog with Client: Used to graduate a dog with the student it is presently matched to. (Please note that this button is an alternative location to managing this status. This action is more appropriately managed through the Client Services Menu. See Chapter X: Client Services – XXX for more information.)  Returned dog back in training: Reinstates a dog that was formerly an active dog with a client back into your training program. (Please note that Commented [j9]: Barbara please confirm this. Commented [j10]: To be linked upon completion. Commented [j11]: To be linked upon completion. Commented [j12]: To be linked upon completion.
this button is an alternative location to managing this status. This action is more appropriately managed through the Client Services Section. See Chapter X: Client Services – XXX for more information.)  Retired graduated dog: To retire an active dog that had been with a client. (Please note that this button is an alternative location to managing this status. This action is more appropriately managed through the Client Services Section. See Chapter X: Client Services – XXX for more information.)  Training Dog Back to Pup Program: Utilize this button if a dog in your Training Program must return to a Puppy Raiser/Finishing Home. This function will change the dog’s status from Training Active to Pup Active in Program. This can also be used if a puppy’s status was changed to “Active in Training” in error. (Please note that this button is an alternative location to managing this status. This action is more appropriately managed through the Puppy Raising Services Menu. See Chapter X: Puppy Raising Services – XXX for more information.) Ancestors and Non-Program Dogs  Update Status for dogs at other organizations: Record the information you receive from other organizations about your dogs, such as when the dogs enter their Puppy Program, go into Training or graduate with a client. Dog Summary The dog summary button will give you a snapshot of the dog’s information such as the dog’s current status, current health rating, temperament notes, reason for release from your program, breeding information, dame and sire name, current location, death date and comments, among other things. Commented [j13]: To be linked upon completion. Commented [j14]: To be linked upon completion. Commented [j15]: To be linked upon completion.
From the Dog Data Summary, you can view the dog’s pedigree, temporary sitter information, disease incidence, browse statuses the dog has had during it’s lifetime, edit death comments about the dog, browse a list of diagnoses entered on the dog or look at the dog’s litter mates and their health rating/training success. View Status/Edit Status Comment By utilizing the VIEW STATUS/EDIT STATUS COMMENT button, you can view a list of previous statuses held by the dog during its lifetime. The Comments section is particularly important when it comes to a dog’s reason for release from the program. From this menu, you also have the ability to edit a dog’s alternative career recommendation or to update/adjust the dog’s primary or secondary reason for release from the program. Update Reason End Active Status Once a dog has been released from your program, you may utilize the UPDATE REASON END ACTIVE STATUS button to adjust the primary or secondary reason for release from your program. From this menu, you also have the ability to enter, edit or delete additional, more specific reasons the dog was released, such as specific medical issues or behavioral concerns. Alternate Career/Placement Type This button will allow you to update or adjust the dog’s alternative placement recommendations or current career. “Alternative Career Recommendation” refers to the type of career which was recommended by your school at the time of release, while “Type of Placement” refers to the type of work the dog ultimately went on to do. This gives you the opportunity, should you choose, to understand more about dogs that may have been recommended for alternative careers, but ultimately were not accepted to the initially recommended career. Viewing a Dog’s Relationships The VIEW RELATIONSHIPS/ENTER/EDIT SPONSOR PAST RAISER REL button located in the lower left-hand corner of the screen enables users to easily view all relationships for the dog during its lifetime. Enter and Old Raiser Relationship Located within the VIEW RELATIONSHIPS/ENTER/EDIT SPONSOR PAST RAISER REL form, this form gives your organization the ability to enter historical raiser relationships should those relationships have been missed during the initial data load. This is of particular importance if your organization wishes to track dogs which have been placed with more than one raiser during its puppyhood. 1) Once you have selected a dog from the dropdown located in the upper left-hand corner of the Dog Menu form, click VIEW
RELATIONSHIPS/ENTER/EDIT SPONSOR PAST RAISER REL to begin entering an old raiser relationship. 2) On the form that opens, click ENTER OLD RAISER RELATIONSHIP to enter a historical raiser relationship. a. Note: remember to double-click any field in blue to open the person selection window. Sponsoring a Dog Enter a new sponsor relationship Sponsor relationships may be added by: 1) Once you have selected a dog from the dropdown located in the upper left-hand corner of the Dog Menu form, click VIEW RELATIONSHIPS/ENTER/EDIT SPONSOR PAST RAISER REL to begin entering a sponsor relationship. 2) On the form that opens, click ENTER SPONSOR and follow the steps outlined in the form that follows. Please note that this feature is also available in the Puppy Raising Section as most schools manage sponsor relationships in or around the time of placing a puppy in the raiser home. See Chapter X: Puppy Raising – XXXX for more information on how to perform this function. Edit an existing sponsor relationships 1) Once you have selected a dog from the dropdown located in the upper left-hand corner of the Dog Menu form, click VIEW RELATIONSHIPS/ENTER/EDIT SPONSOR PAST RAISER REL to begin entering a sponsor relationship. 2) On the form that opens, click EDIT SPONSOR and follow the steps outlined in the form that follows. Viewing Family Information Siblings To view a list of siblings from a dog’s particular litter, select the dog from the dropdown Dog Name field, then click SIBLINGS. Reldog will generate a browse which shows the dog’s littermates. Indices Once you are to the point where you are calculating Estimated Breeding Values (EBV) for your colony and are importing that data, the Indices form will display any dog’s standings for traits as compared to all the other dogs in your colony. Depending on which traits you calculate EBVs for, you may need to change the design of the Indices form to display the data you need. Commented [j16]: To be linked up on completion.
Pedigree To view a five-generation pedigree on any dog, select the dog from the dropdown Dog Name field, then click PEDIGREE. The system will automatically generate a five-generation pedigree. Pedigree Pheno By clicking PEDIGREE PHENO, Reldog will generate a three-generation pedigree that includes the percentage of incidence of selected traits in a particular ancestor’s offspring. Managing a Dog’s Relationships Place with Person To place a dog with a person, select the dog from the dropdown Dog Name field and then click PLACE WITH PERSON. This function should normally be managed in the section associated with the dog’s current status. The primary function of the PLACE WITH PERSON button should be managing a career changed/released dog’s placement. Place with Organization If your organization places a dog with another organization (such as with another school or with an alternative career organization), you can use the PLACE WITH ORGANIZATION button to place the dog with the appropriate organization. Updating a Dog’s Placement Update Placement The UPDATE PLACEMENT button will allow you change the specifics of the dog’s current relationship but will not allow you to change the person the dog is currently placed with. If you have accidentally placed a dog with the incorrect person, the appropriate way to handle this is to notify your system administrator of the error and to whom the dog should have been assigned. The administrator will fix the relationship in the backend so that the relationships are accurately recorded in the system. If you desire to end a current relationship and start a new one, follow the instructions outlined below under End Placement. End Placement The END PLACEMENT button should be used to end a current relationship with a person without adjusting the dog’s current status. For instance, if there is a puppy actively enrolled in the Puppy Program whose raiser is not working out, you will want to end the current raiser relationship and then place the dog with a new raiser. You can use the END PLACEMENT button to end the dog’s current relationship with the raiser and make it available for a new placement. To do Commented [j17]: Barbara – I attempted to place a dog which was released from training using this button was not successful. A window opened saying “You must first change the dog’s status….” Based on the window that popped up, I have the appropriate status on the dog to place the dog using this button. Commented [j18]: Barbara – this may be worthwhile to add as an option in the current Update Placement form. Presently, if someone makes a mistake and places the dog with the wrong person, they have to “end the relationship” and then enter the correct relationship. This presents a challenge on reports since the incorrect relationship is actually being permanently recorded in GEBRelationship.
this, select the dog whose relationship you wish to end from the dropdown Dog Name field, then click END PLACEMENT. Enter some notes about the reason the relationship was ended. If there are special warnings about this person, click the “special warning about this person” box. Upon closing, the relationship will have been ended. You can either place the dog with a new person as outlined in this chapter (See Chapter X: The Dog Menu - Managing a Dog’s Relationships, Place with Person) or you can go to the section associated with the dog’s current status to do the dog’s new placement. Edit Donor Details This button is specifically for dogs which have been given to your organization. The EDIT DONOR DETAILS button will specifically allow you to enter details associated with the person or organization who donated the dog to your organization. Temporary Sitters At Temporary Sitter in Reldog is defined as a person with whom you place a dog temporarily – but its important to note that the dog’s status will NOT change. Instead, the feature is used to change the dog’s location and let you know that the dog is not currently in the location you might presume it to be. If you are attempting to place the dog into a Finishing Home, please do so utilizing the Puppy Raising Services Menu (See Chapter X: Puppy Raising – XXXX for more information on placing dogs with finishing homes) Enter Temporary Sitter To temporarily place a dog with a person without changing the status of the dog, click the ENTER TEMPORARY SITTER button. The form will walk you through the data that is required to move the dog to a location other than the one they are currently residing at. Please note that the relationship that you are creating using “Temporary Sitter” features in Reldog are not relationships which will be recorded in Reldog Lite. If you are looking for the system to save the relationship, please see Chapter X: Puppy Raising – XXXX for more information. View Temporary Sitter To view items such as contact information for the temporary sitter, click the VIEW TEMPORARY SITTER button. End Temporary Sitter To end the Temporary Relationship, click the END TEMPORARY SITTER button. They system will ask where the dog is going now that the relationship is ending. Select the dog’s new location from the dropdown menu and click SAVE to save and return to the Dog Menu or RETURN to return without saving. Commented [j19]: To be linked upon completion. Commented [j20]: To be linked upon completion. Commented [j21]: To be linked upon completion.
Miscellaneous Items in the Dog Menu Print “Who Placed With” The PRINT “WHO PLACED WITH” button will generate a clean, printable report. This report will show the dog’s general information, who the dog is currently placed with (including contact information), sponsorships, and a snapshot of the dog’s previous relationships. How you utilize this type of report is up to your organization. Update Dog Location If your organization has more than one location, the UPDATE DOG LOCATION button will allow you to change the dog’s location from one place to another. The location choices that appear in the drop-down boxes on the left side of the form depend on the locations you entered by the system administrator at startup. See your system administrator if you require an option that is not currently listed in the drop-down. Non-Breeder Heat Cycles Entering non-breeder heats helps your Breeding Department gauge a female’s heat cycle length and will allow them to more accurately estimate when dogs
may be available for breeding. (Heats for active breeding dogs are entered in the Breeding section. This is for entering heats only on dogs that are not breeders, but have not been spayed.) In most cases, your Puppy Program Department will manage entering non-breeder heat cycles. To do this, select the dog from the dropdown Dog Name field, then click NON-BREEDER HEAT CYCLE. Enter the information as it has been provided to you and then SAVE to close or RETURN to return to without saving. Find Dog (Fuzzy Search) Reldog Lite has a “fuzzy search” capability. This is a very flexible search system which can help you to find a dog with very little information. NOTE: Access recognizes an asterisk (*) as a wildcard. For instance, if you know a dog is a member of the J10 litter, you can use the asterisk to search for all dogs within that J10 litter by entering “*J10” into the Litter ID field of the fuzzy search. Reldog Lite will return all dog records ending in “J10”. a. Let’s say, for instance you are not sure if the dog you are searching for is under “Jen”, “Jenn”, “Jenny” or “Jennifer”. If you enter “Jen*” in Name field, Reldog Lite will return results for all records where the first name field begins with “Jen”. This will narrow the results of your search and make it easier to find the dog you need. b. Entering as much information as you have will help to keep search results narrow. Practice using this invaluable feature with dogs you know so you can learn to use this search to the fullest! Entering Dogs into Reldog Entering new dogs is restricted to key personnel by the Reldog Lite System Administrator. If you do not have this level of permission, the buttons that take you to forms for entering new dogs will be grayed out. Please see your system administrator if you believe you require this level of access. Enter New Dog ENTER NEW DOG should be utilized to enter individual dogs that were not bred by your school. Please note that entering dogs in this way will not generate litter relationships. It is intended for individual dogs entering your school, usually with no siblings. To enter a new dog: 1) Click ENTER NEW DOG 2) Complete the Enter New Dog form as completely as possible. Change the information in the Donated By, Owned, or Bred By fields by double- clicking in the field you would like to change. From the person search, select the person or school who gave you the dog. If the person you are attempting to find is not on the list, you will need to add them by following the directions outlined in Chapter X: The Person Menu – Entering a New Person. 3) Once you have entered information into the form completely, SAVE to save and close or CLOSE to return without saving. Commented [j22]: To be linked upon completion.
Managing Outside Litters Add Outside Litter In scenarios where your organization is accepting a litter of dogs from a breeder or family outside of your organization, use the ADD OUTSIDE LITTER button to manage the litter. Note: You will need to enter the dam and sire of the litter by following the directions outlined above in Enter New Dog before you will be able to complete the acceptance/entrance of a litter of pups. When entering information on the Sire, you will need to select “on stud list” in order for the male to be available on the stud selection list outlined in step 1a below. 1) Enter the information requested in the Enter Outside Litter form as completely as possible. a. Sire and Dam information can be entered by double-clicking the field and selecting the dog’s name from the dropdown list. 2) Once you have entered all information associated with the litter, select SAVE to move on to entering individual dog information. 3) Complete the form completely for each puppy within the litter. Edit Outside Litter Once you have entered an outside litter, you can make adjustments to the litter by clicking the EDIT OUTSIDE LITTER button in the Dog Menu. 1) Select the litter which you intend to edit by clicking the litter. 2) Using the buttons located at the bottom of the Outside Litter Whelp Menu, make the appropriate adjustments to the donated litter. a. ENTER PUP BORN: to add a pup to the litter. b. EDIT PUP BORN: to adjust information already entered on a particular pup. c. BROWSE LITTER: to review the litter mates and information which has been entered for each. d. EDIT LITTER DATA: to edit information about the litter. e. EDIT WE ARE GETTING PUPS: If the litter was previously entered as “we are NOT getting pups from this litter”, this button will switch the status of the litter from “No, we are not getting pups from this litter” to “Yes, we ARE getting pups from this litter. f. EDIT WE ARE NOT GETTING: If the litter was previously entered as “we ARE getting pups from this litter”, this button will switch the status of the litter from “Yes, we are not getting pups from this litter” to “No, we are NOT getting pups from this litter. Enter Our Old Litters The ENTER OUR OLD LITTERS button is intended to ONLY be utilized during the initial data loading process at your school. This function should be used to enter all litters which were born at your school. By entering your data in this very robust form, Reldog Lite will automatically generate previous relationships held between a dog and a person at the school, such as the raiser relationship
information for a dog that is currently an active guide dog. It is imperative that this function only be used by the organization’s System Administrator in the fashion outlined in the Reldog Lite Administrator’s Guide: Step 14 -Establish a Data Entry Plan for Dog Data.
Chapter 1 The People Section The Person/Organization Menu The people section is where you enter new people or organizations and manage their relationships with your school. The ability to enter new people or organizations is set by the Reldog Lite administrator. It is important for organizations to limit the number of people who can enter new people and organizations, to limit the likelihood of duplicate entries being made. Only those personnel who have a regular need to enter new people should have this type of permission. If you open the Person/Organization Menu and the ENTER NEW PERSON and ENTER NEW ORGANIZATION buttons are grayed out, it means that your user ID was not set to have this level of permission. See your Reldog Administrator if you believe you need permission to perform these functions. All users have permission to edit existing person or Organization information. Best Practices When Entering New People/Organizations 1. There are rules/guidelines associated with Addresses in Reldog which are imperative for data management and the system’s ability to check for duplicate entries. a. Street addresses:  Streets, Avenues, Boulevards, Courts, etc. must ALWAYS be spelled out accurately. The important thing is that data is entered consistently by everyone performing this function, and therefore NO abbreviations should ever be used (i.e.: St., Ave., Blvd., Ct., etc.). b. Numbered Streets  Numbered streets should always be entered as the street as it sounds with no spaces in between. (i.e.: 21st, 3rd, 52nd) c. Directions  Directional indicators for street addresses such as North, South, East and West should be entered as ONLY the first letter: N, S, E, W  Additional rules can be found by selecting the “?” box located in the upper left hand corner of the Add New Person form. Entering a new person 1) Open the PERSON/ORGANIZATION MENU by selecting PEOPLE from the Reldog Lite (Live ) Main Menu. 2) In the upper left-hand corner of the PERSON/ORGANIZATION MENU, click on “CREATE NEW PERSON RECORD” to begin.
3) In the FIND A PERSON BY A PHONE NUMBER form, enter the person’s phone number (excluding area code!) in the upper right-hand corner of the screen and click SEARCH. If your phone number format uses a dash, you should enter the number in this field including the dash (i.e. 555-5555). 4) A small window will pop up to indicate that RDL has checked the database for the number you have entered. Click OK. a) NOTE: This step is very important to maintain data accuracy and enable the software to identify potential duplicate entries. Entering a client’s real number at this point is crucial to the search process. 5) If there is already an existing record in the database with the same phone number, SEARCH will yield some records in the current window and give you option to either use one of the people already in the list or to add the person anyway. If the display window is blank, it means that there are no duplicates. 6) Click CONTINUE to open the ENTER NEW PERSON duplicate checking form. a) Enter FIRST name, LAST name and all ADDRESS information then select CHECK FOR DUPLICATES. This will scan the entire database for duplicates by: i) Same First and Last Name OR ii) Same Last Name AND City, State/Province OR iii) Same Line 1 Address
7) If no duplicates are found, the ADD NEW PERSON entry form opens pre- populated with the data from the previous form. If there ARE duplicates, a window will open requiring additional action as illustrated below. 8) Assuming that you have not experienced a duplicate, enter the rest of the new person’s information. Enter data in as many fields as possible in this form, but at a minimum you must fill in the Primary Salutation and Sex field. a) NOTE: Whatever phone number you enter in this form will be designated as the primary number for this person as well as being stored as the type of number you choose from the drop-down list (home, work, etc.). In this form you should enter whichever phone number is the best way to reach this person, whether that is home, work, cell, etc.
9) Once complete, click SAVE and the form to enter additional phone numbers, email addresses, etc. will open. 10) Reldog Lite will give you the option to save as many contact addresses as you would like. This is particularly helpful if you are entering someone who resides part of the year in one residence and another part of the year in another residence, or if the person has multiple email addresses. a) Select the type of address that you are entering from the Address Type drop-down box in the left-hand side window. b) Enter the complete address you would like to enter. c) You may enter notes about the address/residence in the Memo section if you like (i.e., “This is a winter address, used only from December through March”.) d) To enter another address, click the button located at the bottom of the Address window. This will give you a new record where you may enter additional alternative addresses. 11) Similarly, you can enter additional phone numbers on the right-hand side of the form utilizing the same process you followed to enter multiple
addresses. You many have to use the scroll bar to get to a blank line if you have entered many phone numbers. a) NOTE: Only one phone number of a specific type is allowed per person. You cannot save 2 records identified as W1 (primary work number). You will make the second work number W2 (secondary work number). 12) Once you have completed entering the contact information you wish to include, select the RETURN button to return to the PEOPLE menu. Create a New Organization To enter a new organization, select the ENTER NEW ORGANIZATION button on the Person/Organization Menu. 1) Open the Person/Organization Menu by selecting PEOPLE from the Reldog Lite (Live ) Main Menu. 2) In the left-hand column of the Person/Organization Menu, click on CREATE NEW ORGANIZATION to begin. 3) In the FIND A PERSON BY A PHONE NUMBER form, enter the organization’s phone number (excluding area code!) in the upper right- hand corner of the screen and click SEARCH. 4) A small window will pop up to indicate that RDL has checked the database for the number you have entered. Click OK.. a) NOTE: This step is very important to maintain data accuracy and enable the software to identify potential duplicate entries. Entering a real telephone number at this point is crucial to the search process. 5) If there is already an existing record in the database with the same phone number, SEARCH will yield some records in the current window and give you the option to either use one of the records already in the list or to add the organization anyway. If the display window is blank, it means that there are no duplicates. 6) Click CONTINUE to open the Enter New Organization/Business duplicate checking form. Enter ORGANIZATION name and ADDRESS information then click CHECK FOR DUPLICATES. This will scan the entire database for duplicates by: i) Same First and Last Name OR ii) Same Last Name AND City, State/Province OR iii) Same Line 1 Address
7) If there are no duplicates, the Enter New Organization/Business form opens pre-populated with the data you entered in the previous window. If there ARE duplicates, a window will open requiring additional action. 8) Assuming that you have not experienced a duplicate, enter the new organization’s information. Be sure to select the type of business from the Type dropdown list located below the “Organization” field. 9) Enter the person to whom letters would be addressed in the “Primary” field. 10) Once this form is complete click SAVE and the form to enter additional phone numbers, email addresses, etc. will open. 11) Reldog Lite will give you the option to save as many contact addresses as you would like. a) Select the type of address that you are entering from the Address Type drop-down list in the left-hand window. b) Enter the complete address you would like to enter. c) You may enter notes about the address/residence in the Memo section if you like. d) To enter another address, click the button located at the bottom of the Address window. This will give you a new record where you may enter additional alternative addresses. 12) Similarly, you can enter additional phone numbers on the right-hand side of the form utilizing the same process you followed to enter multiple addresses. You many have to use the scroll bar to get to a blank line if you have entered many phone numbers. a) NOTE: Only one phone number of a specific type is allowed per person or organization. You cannot save 2 records identified as W1 (primary work number). You will make the second work number W2 (secondary work number). 13) Once you have completed entering the contact information you wish to include, select the RETURN button to return to the Person/Organization Menu.
When Entering a Veterinarian Reldog Lite gives you a way to manage Vet Hospital Information, if your organization would like to retain information specific to the relationships you keep with veterinarians. To access this form, select the veterinarian from the Last Name field on the Person/Organization Menu and click VET HOSP DETAILS. Enter any information about the Vet Hospital that you wish to keep then press SAVE to save and return to the Person/Organization Menu or RETURN to return without saving. Viewing Relationships People Have Reldog Lite allows you to easily access a list of relationships that a person has or had in the past with your organization. To view this information: 1) Select the person whose information you would like to see from the Last Name dropdown box on the Person/Organization Menu. 2) Click the RELATIONSHIPS W US button in the left-hand column. 3) The form that opens will show you the details of each relationship a person has with the school. The system will only show you one type of relationship at a time. If a person has had more than one type of relationship you will be able to select the type of relationship you want to see from the “View” field. Relationships of that type will be displayed in the window below. Only relationship types applicable to that will appear in the dropdown list. Editing Contact Information You can easily edit a person’s name, address or phone number. Viewing and Editing Contact Information You can easily view or edit a person or organization’s contact information. Please note that these instructions specifically address viewing and changing a person’s contact information from the Person/Organization Menu. While all personnel are welcome to edit this type of information from this window, there are buttons set up within departments (i.e. Puppy Raising Department, Graduate
Services Department, etc.) which have been established to manage this information from within your own department. Viewing a Person’s Contact Information To view a person’s contact information from the Person/Organization Menu, select the person’s name from the Last Name drop down field. Reldog will populate their current contact information into the fields on the form. Information contained within these fields may be copy and pasted for your convenience. Editing a Person’s Name or Address To edit a person’s name or address, click the EDIT NAME/ADDRESS button located in the left-hand column. This will open a form where you can view the data you wish to edit. After you have updated the data, select RETURN to save your changes and return to the Person/Organization Menu. Hit your Escape key before returning to the Menu if you do not want to save the changes you made. Editing a Person’s Phone Number or Email Address To edit a person’s phone number or email address, select the person from the Last Name dropdown field and then click EDIT PHONE/EMAIL located in the left- hand column. This will open a form where you can view the data you wish to edit. After you have updated the data, select RETURN to save your changes and return to the People Menu. Editing an Organization’s Contact Information Viewing an Organization’s Contact Information To view an organization’s contact information from the Person/Organization Menu, select the organization’s name from the Last Name drop down field. Reldog will populate the form with the organization’s current contact information. Information contained within the fields on this form may be copy and pasted for your convenience, but you will need to go to the edit form to make permanent changes to the organization’s record. Editing an Organization’s Name or Address To edit an organization’s name or address, click EDIT NAME/ADDRESS in the left-hand column. This will open a form where you can view the data you wish to edit. After you have updated the data, select RETURN to return to the People Menu. Hit your Escape key before returning to the Menu if you do not want to save the changes you made. Editing an Organization’s Phone Number or Email Address To edit an organization’s phone number or email address, select the organization from the Last Name dropdown field and click EDIT PHONE/EMAIL in the left- hand column. This will open a form where you can view the data you wish to
edit. After you have updated the data, select RETURN to return to the People Menu. Finding a Person By Email Address If you have a person’s email address but do not know to whom the email address belongs, you can search for a person by email address. Click FIND EMAIL in the left-hand column of the Person/Organization Menu. In the E-Mail Address field you can start typing the email address and the system will fast-forward to the email in the system that matches what you have typed. When you select an email from the drop down list, the system will populate the form with the person’s information for your review. Using a “Fuzzy Search” You can find a person by First, Last, Address, City, State, Zip, or any other conventional method using the “Fuzzy Search” in Reldog Lite. For instance, if you know a person’s name is “Jennifer” and know her last name starts with an “S”, you can use the fuzzy search to find the person. 1) Select FIND PERSON from the Person/Organization Menu. This will open a Find Person search form. 2) Enter search criteria in the form provided. The system is wildcard enabled, which means that you can use an asterisk (*) to hold the place of any character. 3) Let’s say, for instance you are not sure if the person you are searching for is under “Jen”, “Jenn”, “Jenny” or “Jennifer”. If you enter “Jen*” in the First Name field and “S*” in the Last Name field, Reldog Lite will return results for all records where the first name field starts with “Jen” and whose records have a last name starting with “S” – meaning the system will return “Jen Smith, Jenny Solitude, Jennifer Sarigety, etc”. This will narrow down the records you see substantially so you may find the person you need. 4) Entering as much information as possible will help to keep search results narrow. Practice using this invaluable feature with people you know so you will be able to use this search function to the fullest! Cross References About Cross References NEED SOME GUIDANCE HERE FROM GEB – I KNOW I HAVE THIS INFORMATION WRONG. By entering a new person as a cross reference to an existing person in your database, you are establishing that all relationships will be made to the original person, not the cross referenced person. One example of when this is important is if two people in one household are raising a puppy together. You may want to
have both people in your database, but by making one of them a cross reference to the first one, then any time you are entering relationship information that will be connected to the same person, not split between the two. If some of your puppy information were connected to one individual and some of it connected to a different individual, it would be difficult to get a complete picture of the puppy’s history. Another example would be an organization. You would enter the organization as a New Organization. Then enter individuals related to that company as cross references to the company, rather than as new individual people. If they are in your database because of their relation to the company and they are entered as a cross reference to it, then any time one of those cross referenced records is selected it will revert to the organization, to which the relationships are actually tied Enter cross references if it is likely that the person may be used in a relationship or will be looked up. For example, let’s pretend that John Smith is a representative of ABC Bank, which does business with your organization. ABC Bank would be the primary record, and John Smith would be a cross reference, because whenever you deal with John Smith it is as a representative of ABC Bank. If John Smith were to contact your organization about sponsorship of a dog, that sponsorship would be registered with the organization ABC Bank, not John Smith personally, as ABC Bank is the primary person and John Smith is the cross reference. Entering Cross References 1) On the Person/Organization Menu select the record of the primary person/organization from the Last Name dropdown list (in the example above, ABC Bank is the “primary”). 2) In the Enter Cross Ref form that opens, enter the name of the person who will be cross referenced to the primary. (In the example above, “John Smith” is this person.) 3) When you have completed your entry, press SAVE to save and return to the Person/Organization Menu or RETURN to return without saving. 4) By making your cross reference (John Smith), Reldog has now blocked that person from relationships and will automatically attach any relationships to the primary person (in our example, John Smith could not be personally attached to the dog’s sponsorship – Reldog will default the sponsorship to ABC Bank). Editing Existing Cross References To edit a cross referenced person’s information: 1) On the Person/Organization Menu select the cross-referenced person from the Last Name dropdown list, then click EDIT CROSS REFERENCE. 2) On the Edit Cross Ref form make the needed changes to the contact data. 3) Click RETURN when finished to save your changes and return to the People Menu.
Deleting Cross References 1) On the Person/Organization Menu select the person you wish to delete as a cross reference from the Last Name dropdown list. 2) Click DELETE CROSS REFERENCE. 3) Once you have confirmed you really want to delete this cross reference, select DELETE. Secondary People Secondary people are people with a relationship to another person but who will likely never be looked up individually. Minor children or spouses are very common as secondary people. People which have been entered as a secondary person are entered as such for informational purposes only and cannot be searched for. Secondary people are a great way to flesh out information about a student or graduate because you will know minor details about the people who are in their lives, but who do not have a direct relationship with the school. Entering a Secondary Person To enter a secondary person: 1) On the Person/Organization Menu select the primary person for whom you would like to enter a secondary person from the Last Name dropdown list. 2) Click ENTER SECONDARY PERSON located in the center column. 3) On the Secondary Person Data form enter your information and click SAVE to save and return or RETURN to return without saving. Editing Secondary People To view and edit secondary people: 1) On the Person/Organization Menu select the primary person to whom the secondary person is attached from the Last Name dropdown list. 2) Click EDIT SECONDARY PERSON to view a list of secondary people associated with this person. 3) Select the secondary person whose information you would like to edit then click EDIT. 4) Complete the information in the Secondary Person Data form and then RETURN to save your changes and return to the previous menu. Deleting Secondary People To delete a secondary person: 1) Follow the steps outlined under Secondary People: Editing Secondary People Steps 1 & 2 2) Click DELETE located on the lower left-hand corner of the form. Managing a Person’s Relationship to the School In Reldog Lite, you can easily manage a person’s relationship with your school and, more importantly, to your dogs. From the Person/Organization menu, you
will categorize people in your database as Clients, Puppy Raisers, Breeder Keepers/Hosts and Employees. Employees Creating new Job Positions The list of jobs in Reldog is set by your Reldog Administrator. As positions are added, changed, or deleted, the system administrator will be responsible for maintaining the job list in Reldog Lite. If you are attempting to add or edit employee information and do not see the job title you need to successfully make a person an employee, please contact your system administrator. Make/Edit Person Employee Once you have added a person into Reldog Lite (see Entering a New Person for more information), you will need to tell Reldog Lite that this person is an employee of your organization. To do this: 1) On the Person/Organization Menu select the person from the Last Name dropdown menu. 2) Click MAKE/EDIT PERSON EMPLOYEE. 3) Enter the information requested by the form. Initials is a required field and must be unique to each employee, so it may be helpful to use:  the first letter of persons first, middle and last name or  a combination of the first two letters of the person’s first name and one letter from the last name or  one initial from the person’s first name and two initials from the person’s last name to give yourself the greatest likelihood that you will not create a duplicate abbreviation. 4) Once you have completed the form click SAVE to save and close or CLOSE to close without saving. Assign Employee a Job After you have made a person an employee (See Make/Edit Person Employee), you must assign the person a job. To do this: 1) On the Person/Organization Menu select the person from the Last Name dropdown menu. 2) Click ASSIGN EMPLOYEE A JOB. 3) In the Start New Position form, enter the information requested starting with Department, then Sub-Department and finally Position (the choices that appear in the SubDepartment field are dependent on your choice of Department and the choices that appear in the Position field are dependent on your choice of SubDepartment.) 4) When you have completed the form, press SAVE to save and return to the People Menu or CLOSE to return without saving. Commented [j1]: To be linked upon completion. Commented [j2]: To be linked upon completion.
Edit/End Employee Job If an employee changes jobs within your company or ceases their employment entirely, the EDIT/END EMPLOYEE JOB button will be key to managing employees on your roster. To edit or end an employee’s job: 1) On the Person/Organization Menu select the person from the Last Name dropdown menu. 2) Click EDIT/END EMPLOYEE JOB. 3) The Browse Positions form will open showing the employee’s current and previous positions. Select the position held by the employee which you would like to edit or end. To Edit If you need to correct the employee’s current position, select EDIT POSITON and adjust the position in the Edit Position form. Please note that if a person is promoted/demoted that you should end the current job title and begin the new one, rather than editing the current position. This will then keep a record of the start and end dates of each of the employee’s positions, whereas editing the current position will not create an end date for the old position & a start date for the new one. (See Edit/End Employee Job: To End for more details) To End Should a person be promoted or demoted within your company or should they be leaving the company entirely, you will want to end their current relationship to their position. After completing the steps outlined in Edit/End Employee Job, select END POSITION on the Browse Positions form and enter the information requested on the END Employee Position form. If you are ending the position because the person’s employment has been terminated, select the “Is Employee Terminating Employment” checkbox to remove the person from the employee roster. Rehire Past Employee Once an employee has terminated their employment, you can easily re-hire them by completing the following steps: 1) On the Person/Organization Menu select the person’s name from the Last Name dropdown list. 2) Click REHIRE PAST EMPLOYEE. In the Comments field enter any information you feel may be pertinent to the person’s rehire, then click SAVE to save and return or CLOSE to return without saving. View Employees You can easily view a list of current employees by clicking VIEW EMPLOYEES located in the lower right-hand corner of the Person/Organization Menu. By using the filters located in the upper right hand corner of the Browse Current Staff screen, you can filter the list to show employees within certain departments. This
list can be printed by go to FilePrint. Adjustments to the page orientation can be made by going to FilePage Setup. Create/Edit Client Records Information about Creating/Editing Client Records can be found in Chapter XX: Client Services. Create/Edit Puppy Raiser Information about Creating/Editing Puppy Raiser Applications can be found in Chapter XX: Puppy Raising Services. Create/Edit Breeder Keeper Information about Creating/Editing Breeder Keeper/Hosting can be found in Chapter XX: Breeding. Commented [j3]: To be linked upon completion Commented [j4]: To be linked upon completion. Commented [j5]: To be linked upon completion.
Chapter 7 – Training The Training Menu From the Training Menu, you will have the ability to do a number of things related to everyday training activities. We will go through each element of this menu and teach you how to use them. About the Training Menu Located in the top portion of the available window, the Menu is intended to give you a quick snapshot of the dog that you have selected. RelDog Lite gives the Training Department two ways to find dogs in its system. You can either view only the dogs that are active in the training program or, if you have a need for it, you can view all dogs who have been in the program in the past 15 years. You may select a dog from either dropdown and the dog’s basic information will be populated into the fields immediately below. NOTE: RelDog Lite uses unique identifiers for each dog and does not permit dogs with duplicate tattoos. This is extremely important as it helps the organization reduce duplicate entries. As such, the tattooing system in RelDog Lite includes the dog’s number, Litter Letter, and TWO DIGIT year. While your organization may physically tattoo your dog’s with a 3-4 digit number letter combination, Reldog Lite utilizes this 4-5 digit method. Why? A 3-4 digit tattoo system will duplicate every 10 years. For example, dog #1 in the A litter in 1999 (tattoo = 1A9) will duplicate itself in 2009 when the first puppy of the A litter is born. As such, including the last two digits of the birth year eliminates this issue. Managing Instructor Teams It is best practice to identify one person whose responsibility it is to create and edit instructor teams. In order to assign a dog to an IFT dog to an instructor, you will first need to establish your instructor teams. Trainer teams cannot be created until the organization has determined its class schedule as each training team is assigned to theoretical class. Class dates are management either by your System Administrator or by the head of your Admissions Department. If no class schedule has been determined, please see your system Administrator. Creating Instructor Teams 1) From the Dog Menu, select the CREATE INSTRUCTOR TEAMS button located on the lower left-hand side of the menu. 2) Select the class for which the instructor team is preparing.
3) Enter the team’s name, number or other identifier your organization uses to delineate teams (this may simply be a listing of the last names of the trainers in this team). 4) Enter the approximate date trainers will begin training dogs within this string 5) Press SAVE to save and return or RETURN to return without saving. Viewing/Editing Instructor Teams To adjust Instructor Teams which have already been established: 1) Select the VIEW/EDIT INSTRUCTOR TEAMS button located on the lower left-hand side of the Training Menu. 2) Select the training team you wish to edit by clicking it and then selecting the EDIT INSTRUCTOR TEAM button located on the lower left-hand side of the screen. 3) Adjust the team as needed then click RETURN to save your changes and return to the Browse Instructor Teams Menu. 4) Click RETURN to return the Training Menu. Deleting Instructor Teams There is no front-end way to delete instructor teams. Be sure that you are entering accurate information and not duplicating teams. Should you require a team to be deleted, contact your system administrator to resolve the duplicate. Managing Dog Assignments Assigning a Dog to an Instructor Once instructor teams have been established, you will want to regularly assign new IFT dogs and “passed back” dogs to the instructor who is responsible for their training. 1. To assign a dog to a particular instructor, select the dog from the dropdown menu located in the Dog Menu. 2. Select the ASSIGN INSTRUCTORS button located in the upper left hand corner of the lower half of the screen. 3. From the screen that opens, enter the date you are making the adjustment 4. Select the trainer you are assigning the dog to from the drop-down menu. 5. Select the class you are aiming to prepare the dog for. 6. Press “SAVE”. 7. Once you have completed this step, the dog’s profile will display the trainer to which the dog has been assigned in the “Instructor” field. Editing a Dog’s Trainer Assignment Should a dog’s assigned trainer need to be edited, simply select the dog from the dropdown menu and repeat the steps identified in Managing Dog Assignments:
Assigning a Dog to an Instructor. Reldog Lite will overwrite the old, incorrect assignment with the new, correct trainer assignment. Browsing Dogs In For Training Reldog Lite gives users the ability to view all IFT dogs in two ways: 1) By Instructor 2) Alphabetically By Instructor By clicking DOGS BY INSTRUCTOR from the Training Menu, you can view IFT dogs (TRNAct) or Dogs Returned Into Training (TRNRtnGd) which currently reside on campus. It is important to note that a dog will not be available on this list if the dog has not been assigned to a trainer. If you notice a dog is not showing on the list, return to the Training Menu, select the dog and complete the steps outlined under Managing Dog Assignments: Assigning a Dog to an Instructor. Dogs on this list are ordered, automatically, to be sorted with dog’s which have been in the kennel the longest on top (descending date order). You are able to refine the dogs which show on the list by utilizing the filters available in the upper right-hand corner of the screen. These filters will enable you to show only dogs within a particular string or who have been assigned to a specific instructor. Using Filters Filter by Status In the Browse Dogs by Instructor window, only two types of status’ are available since the system is expecting you to be looking for dogs which are assigned to instructors: TRNAct (active in Training) and TRNRtnGd (Dogs which were once placed with a graduate who have been returned to the school). You can select either of these from the dropdown to reduce the list to dogs which hold either status and to exclude dogs which do not fall into the category you wish to see. Filter by Trainer Assigned In the upper right hand corner of the screen, select a trainer from the drop down box labeled “INSTRUCTOR”. By selecting a name from the drop down list, the browse will be filtered to ONLY show you dogs that are in that particular trainer’s string. Filter by Training Team By selecting a training team from the drop-down menu, you will be able to view all the dogs that have been assigned to a particular training string.
Applying Multiple Filters RelDog Lite allows you to apply as many filters as you need to drill down to a specific group. For instance, if you only wanted to view “TRNRtnGd” assigned to one particular training team, you would first select “TRNRtnGd” from the “Status” field filter, then the training team you wish to view from the TRAINING TEAM filter. This will narrow the list of dogs down to reflect only dogs that are TRNRtnGd and assigned to a specific team. Most of the time, you will use only one filter at a time in this particular window. Viewing Dogs Alphabetically By clicking DOGS ALPHABETICAL from the Training Menu, you can view IFT dogs (TRNAct), Breeder Initial Evaluations (BRDIniEval), Training Released (TRNRel) or Dogs Returned Into Training (TRNRtnGd) which currently reside on campus. It is important to note that a dog will not be available on this list if the dog has not been assigned to a trainer. If you notice a dog is not showing on the list, return to the Training Menu, select the dog and complete the steps outlined under Managing Dog Assignments: Assigning a Dog to an Instructor. Dogs on this list are ordered, automatically, to be sorted alphabetically by the dog’s name. You are able to refine the dogs which show on the list by utilizing the filters available in the upper right-hand corner of the screen. These filters will enable you to show only dogs within a particular string or who have been assigned to a specific instructor. Using Filters Filter by Status In the Browse Dogs by Instructor window, there are four types of status’ are available: TRNAct (active in Training) and TRNRtnGd (Dogs which were once placed with a graduate who have been returned to the school), Breeders Pending Initial Evaluation (BRDIniEval) and Released from Training (TRNRel). You can select either of these from the dropdown to reduce the list to dogs which hold either status and to exclude dogs which do not fall into the category you wish to see. Filter by Training Team By selecting a training team from the drop-down menu, you will be able to view all the dogs that have been assigned to a particular training string.
Applying Multiple Filters Reldog Lite allows you to apply as many filters as you need to drill down to a specific group. For instance, if you only wanted to view “TRNAct” assigned to one particular training team, you would first select “TRNAct” from the “Status” field filter, then the training team you wish to view from the “Training Team” filter. This will narrow the list of dogs down to reflect only dogs that are TRNAct and assigned to a specific team. Most of the time, you will use only one filter at a time in this particular window. The Training Process The buttons located in the center column of the training menu provide the training department with the ability to enter training start dates, training and behavioral reports and enable trainers to review training and behavioral reports previously entered by other trainers who may have worked with a particular dog. Enter/Edit Training Start Date To officially begin a dog’s training, a dog must have a training start date entered to its record. To do this, select the ENTER/EDIT TRAINING START DATE button located at the top of the center column. A window will appear requiring the date that you are beginning training. Save the start date and you have completed the process. Behavior Checklists The behavior checklist is a checklist that has been designed to objectively rate a dogs behavior. Your school will want to establish the intervals at which this assessment will be used to get the greatest benefit. Enter Behavior Checklist 1) Select the ENTER BEHAVIOR CHECKLIST button. From the window that opens, select the name of the trainer filling out the report, enter the date that the assessment is being conducted and select the phase of training for which the checklist is being submitted from the drop-down list on the right hand corner of the form. 2) The behavior checklist utilizes a scoring scale of “Absent”, “Very Mild (VMild)”, “Mild”, “Moderate”, “Severe” and “N/A”. Commented [j1]: The Header of the form is called "BEHAVIOR CHECKLIST" while the button in the menu is ENTER or ENTER/EDIT TEMPERAMENT EVALUATION. Which do we want to use through out?
3) Answer each of the questions on the Behavior Checklist utilizing this scale. Each question, by default, is pre-set as “N/A”. a. NOTE: To the left of each element of the Behavior Checklist there is a yellow exclamation point which may be clicked to provide you with some guidance on how best to answer any question posed by the checklist. 4) Should any particular element of the checklist be a reason that you would recommend a dog for release from the program, it will be important for you to click the box on the very far right of the screen which indicates that this particular element is a “Reason for Release” from the training program. 5) Once finished, you may either RETURN WITHOUT SAVING or SAVE AND RETURN to go back to the Training Menu. Editing an Existing Behavior Checklist To edit previous Behavior Checklists, select the EDIT BEHAVIOR CHECKLIST button. On the following screen, RelDog Lite will list all behavior checklists previously entered for that particular dog. Select the behavior checklist you are attempting to alter by selecting the grey bar immediately to the left of the record. The black right-facing arrow will move to the record you have selected. To alter the record, select the EDIT button located on lower right-hand corner of the screen. This will open the original Behavior Checklist where you can make your adjustments and save the changes. Reviewing Dogs Needing Behavior Checklist RelDog Lite is designed to allow trainers to review all dogs requiring a Behavioral Assessment. To review a list of dogs who have not yet completed a Behavior Checklist, select the DOGS NEEDING BEHAVIOR CHECKLIST button. The window that opens will list each dog that has not yet completed a behavioral assessment. RelDog Lite’s “Best Practice” is that every dog should undergo at least one behavior assessment during its training. As such, dogs will remain on this list until a Behavioral Checklist has been completed. Training Reports Entering Training Reports Trainers are able to enter Training Reports electronically by selecting the ENTER TRAINING REPORT button. Enter the date of the training report. Next, select the REPORT TYPE being completed from the drop-down menu. Then, enter the amount of time spent on the training in the “TRAINING TIME SINCE LAST REPORT” field. Lastly, select an overall RATING for the dog’s training from the drop-down menu. If you would like to alert other members of your training team to this Training Report, click the field marked: ON SAVE, UPDATE INSTRUCTOR AND TEAM.
When you save the report, a Bulletin will be sent to instructors within the team which will instruct/allow them to read the report. Notes You can enter free-form notes about this particular training session, if you like. Training Report Details The training report is designed to enable trainers to enter specific details about training all of the school’s dogs. The details of these reports are found on pages 2 and 3. To enter details about the training report, select the GO TO PAGE 2 button located on the lower left-hand side of the form. Each element of the training report will allow the trainer to rate the dog on a scale of 1-5 and to write notes about each to further elaborate strengths or challenges experienced in the training field. On page 3 of the report, trainers will have the ability to enter obedience details scaled A-F. SAVE the report to return to the Training Menu. Viewing and Editing Completed Training Reports RelDog Lite gives you two ways you may review completed training reports: VIEW/EDIT TRN REPORT INDIV and VIEW/EDIT TRN REPORT ALL. View/Edit Trn Report Indiv By selecting this button you will have the ability to review training reports for a specific dog. To do this: 1) Select the dog you would like to review from the main drop-down menu on the Training Menu, then select the VIEW/EDIT TRN REPORT INDIV button. 2) The training reports which have been completed for the dog you selected will be listed on the following screen. 3) You can select the Training Report you would like to edit by selecting the grey bar to the immediate left of the record you are attempting to edit and selecting EDIT in the lower right-hand corner of the screen. View/Edit Trn Report All By selecting this button, you will have the ability to review training reports for all dogs with a particular status. To do this: 1) Click the button VIEW/EDIT TRN REPORT ALL.
2) A filter is available at the top of the form which will enable you filter the records you are attempting to view. This feature enables you to get a quick snapshot of all dogs at the school with a particular status. 3) If you have identified a dog that you would like to see more information about, you may select their record by selecting the grey bard immediately to the left of the record and selecting “Browse TRN Reports”. 4) The following screen will provide you with a quick look at the basics of the reports completed on that particular dog. 5) Select the record you would like to edit by clicking the grey bar immediately to the left of the dog and selecting the EDIT REPORT button located in the lower right-hand corner of the screen. Reporting Behavioral Incidents You have the option to track behavioral incidences on dogs in Reldog Lite. This system function can be used to communicate to trainers, training leadership, or medical services personnel when a dog exhibits troublesome behavior. Enter Behavioral Incident From the Training Menu, select the dog for which you wish to enter a behavioral incident Select the ENTER/EDIT BEHAVIORAL INCIDENT Enter the date and type of event and record the person who is entering the event Record the details of the event which needs to communicated to appropriate parties One “Save”, the trainer assigned to the dog will be automatically sent a bulletin notifying them of the event. Additionally, any person who has been assigned to receive these types of bulletins will be notified. (Bulletin assignments are maintained by your Organization’s administrator). Releasing a Dog from Training Should it be necessary to release a dog prior to the conclusion of its training, you can do so by selecting the RELEASE FROM TRAINING button located in the lower left-hand corner of the Training Menu. The form will walk you through the steps necessary to releasing the dog. General Info The third column of the Training Menu is dedicated to providing the training department with general information about dogs in the training department. General Dog Data Select a dog from the drop-downs in the Training Menu then GENERAL DOG DATA to review basic information about the dog including the dog’s microchip, current status, puppy raiser, owner (if applicable), its current location, temperament notes, and Sire and Dam name.
Dogs with Medical Flags When the Medical Services Department puts a dog on Medical Hold, they have the ability to apply a “Medical Hold Flag”. This flag will place the dog on the Medical Flags list accessible by selecting the DOGS WITH MEDICAL FLAGS button on the Training Menu. By selecting this button, you will have the ability to VIEW DIAGNOSIS to learn more about the dog’s diagnosis or to VIEW VET NARRATIVE which will provide you with information about the dog’s vet appointment or on-campus physical. Puppy Program Evaluations By selecting the PUP PROGRAM EVALUATIONS button, you will be able to review the dog’s puppy evaluations. This particular element of RelDog is still under construction, but will be available in the very near future.

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RelDog Manual - w comments - wo links

  • 1. Welcome to Reldog Lite Welcome Welcome to Reldog Lite! Reldog Lite is a relational database designed for organizations breeding and training working dogs. Organizations of all sizes can use the program’s tools to increase the speed at which they improve the quality of their dogs and use the data from training and client placements to monitor the effectiveness of program improvements and identify further areas to make the best use of resources. Understanding Reldog Lite Before you embark on your journey into Reldog Lite, understanding some basic principals of the program will expedite your learning. At its core, Reldog Lite uses two critical pieces of information: Dogs and People. Detailed data such as medical histories, puppy raisers, whelping information, etc. are managed by identifying the relationship that those details have with the dog or the person (hence: “relational database”). By managing the data in this way, the system provides you with limitless ways you can cull and study the data which is most important to you. Entering Reldog Lite How to Log-in to Reldog Lite The most efficient way to enter Reldog Lite will vary based on how your network professionals have configured your system. For small organizations, the database may be available and accessible by entering the server directly. For larger organizations who have established the system in a Citrix or Citrix-like environment, individual users may have personalized ways of entering the database. Please check with your IT department to learn how to access the database. Signing-in to Reldog Lite Once you have entered the database, it is not uncommon for Access (the program which runs Reldog Lite) to provide you with a warning message that looks like this:
  • 2. What’s happening here is that the system is warning you that the program that you are about open contains code which may be harmful to your computer. Reldog Lite’s open source code is what causes this warning. The program will not run without the code, so press “Open”. A window will open on your screen asking you to select a user name and enter a password. Select your name from the drop-down menu and enter the password which was provided to you by your Reldog System Administrator. If your name is not available on the drop-down, or if the password provided to you is not working, contact your administrator. The Bulletins Screen Upon entering Reldog Lite, you will immediately be brought to the Bulletins screen. Bulletins are assigned by your Reldog Lite Administrator and are designed to provide key personnel with information which is most pertinent to them. For example, if a dog is Career Changed, a bulletin may be created to notify Puppy Raising Services, Sponsorship personnel, and the Training Kennel Manager simultaneously and automatically. Once you have become familiar with Reldog Lite, contact your Reldog Lite Administrator to find out bulletins which are available for you to receive. Viewing a Bulletin To view a bulletin, select the Bulletin you wish to see then select GO TO DETAIL. The system will open the event which caused you to receive the bulletin, and you will have the opportunity to review the event thoroughly. Sending a Memo A memo is similar to an email in the sense that you are able to select a person to whom you would like to send a notification. This function is not intended to replace email. Instead, memos can provide quick communication between personnel who may not have access to email at the time and need to send something to their colleague quickly. To send a memo, select SEND MEMO on the lower right-hand side, select the person to whom you intend to send the memo and enter any information you would like to include in the large memo box. When finished, select SEND. The memo will be sent automatically to the users bulletin screen and will be available for their review the next time they log on. Commented [J1]: Barbara – please verify that this is accurate?
  • 3. Deleting Bulletins As you become more involved with Reldog Lite, Bulletins can get backed up very quickly. It is important not to retain bulletins which are no longer important to you. They are intended to give you quick information and should be discarded, if possible, after review. To delete a bulletin, select the bulletin you would like to discard by placing a check in the box directly to the left of the bulletin. Do this for each bulletin you intend to delete and either move on to the next screen by selecting MAIN MENU or leave the system by selecting the large X in the upper right hand corner. The bulletins will be gone the next time you open the Bulletins form. Entering the Main Menu The Main Menu is the central location from which you can access any information in the system. It is broken into 9 sections: Dogs, Breeding, Dog Health, Puppy Raising, Temperament, Training, People, Client Services and Utilities. The system was constructed such that departments which perform specific functions are able to complete their responsibilities without leaving their section. This central system allows users to enter data which is important to them, and which they need regular access to, without searching for the location in which to access it. People The People Menu is where all people are entered and where their contact information and relationships with the school can be managed. More information can be found in Chapter 1: The People Menu. Dog Menu The Dog Menu is meant to provide a general overview of dog data. More on this menu is covered in Chapter 2: The Dog Menu. Breeding The Breeding Menu is the central location for all things Breeding. More on this menu is covered in Chapter 3: The Breeding Menu. Dog Health The Dog Health Menu houses information critical to a dog’s medical history. Weight Management, vaccinations, diagnoses, procedures, etc. can be found here. More on this menu is covered in Chapter 4: The Dog Health Menu. Puppy Raising The Puppy Raising Menu enables Puppy Raising personnel to enter puppy raiser matches and relationships, manage sponsorships, assign vets to a puppy, recall Commented [J2]: To be linked upon completion. Commented [J3]: To be linked upon completion. Commented [J4]: To be linked upon completion
  • 4. dogs for training, and enter and manage puppy raiser evaluations. More on this menu is covered in Chapter 5: The Puppy Raising Services Menu. Temperament The Temperament Menu allows you to enter information key to the dog’s behavior and gives you the opportunity to enter Training Reports, Behavioral Incidences, Behavior Checklists, 8 Trait Evaluation, and C-Barq Scores. More on this menu is covered in Chapter 6: The Temperament Menu. Training The Training Menu enables your Training Department to assign dogs to training strings, manage trainer assignments, track dog training reports and training hours, and report behavioral incidents and behavior checklists. More on this menu is covered in Chapter 7: The Training Menu. Client Services The Client Services menu offers Client Services personnel the opportunity to manage student applications, graduation, contact notes, field visits and equipment. More on this menu is covered in Chapter 8: The Client Services Menu. Utilities The Utilities menu offers the Reldog Lite Administrator the flexibility to adjust drop-down options through out the program to suit the needs of your organization through customization. Work with your program administrator to learn more about which areas of this menu you are permitted to access and which should be managed by the administrator. Commented [J5]: To be linked upon completion Commented [j6]: Barbara – please provide me with some context on how GEB uses this form and when they use it? It would help to translate this information for the Manual. Commented [j7]: To be linked upon completion. Commented [J8]: To be linked upon completion Commented [J9]: To be linked upon completion
  • 5. 1 Chapter 2 Puppy Raising Before You Get Started Puppy Raising Regions Puppy Raising Regions were entered by your Reldog Lite System Administrator upon initial setup. The directions below outline the steps which must be taken to add additional regions. Adding and Editing Puppy Raiser Regions Puppy Raiser regions are best managed by one person within your Puppy Raising Services Department. To add or edit Puppy Raiser Regions: 1) From the Main Menu, select UTILITIES. 2) From the Utilities Menu, select REGION PUPPY RAISER ADD/EDIT. To Add a Region 1) Select ADD REGION located at the bottom of the form. 2) Complete the information requested by the Enter New Puppy Program Region form. You will need to double-click the “Area Coordinator” and select an area coordinator from the dropdown list on the subform Find Area Coordinator. 3) Once complete, select SAVE to save and return or CLOSE to return without saving. To Edit an Existing Region 1) Select the region you wish to edit on the Browse Pup Program Regions form by selecting the gray bar immediately to the left of the Region Name column. 2) Click EDIT REGION to make adjustments to the current region. 3) Once complete, select RETURN to save and return to the previous window. Managing Puppy Raising Contact Information Creating a New Person in Reldog Lite For each application you receive in Puppy Raising Services, you will need to check to see if the person has already been entered into Reldog Lite. If the person has no previous relationship with the school, enter the person into Reldog Lite using the steps outlined in Chapter 1: The People Menu – Entering a New Person to create a new person record. Update/verify information if person is already in Reldog Lite Now is a good time to add or edit any information about the raiser such as who the family members are, email, cell phone contacts, best time to reach etc. Refer to Chapter 1: The People Menu – Viewing and Editing Contact Information for how to update information. Commented [j1]: To be linked upon completion. Commented [j2]: To be linked upon completion.
  • 6. 2 Managing Sponsor Relationships Information on Sponsor Relationships can be found by going to Chapter X: Sponsor Relationships. Making a Person a Puppy Raiser In Reldog Lite Establishing a person as a Puppy Raiser 1. Once you have entered a person into Reldog Lite, you will need to tell Reldog Lite that the person is a Puppy Raiser for your organization. This only has to be done the first time they raise (or in instances where they may have raised a very long time ago and their raiser relationship was not imported to Reldog Lite when your school transitioned into using the system.) To do this: a. Select the person you wish to make a puppy raiser from the dropdown list in the Last Name field on the People Menu. b. Once you have selected the person you wish to make a raiser, click CREATE/EDIT PUPPY RAISER. This button will begin the raiser’s application process. c. Enter the raiser application details requested on the “Enter Raiser Details” form. i. Note: The system will automatically enter today’s date for “date received”, “Date status changed” and “Date want”. You can edit these fields as needed. d. To complete the application, you must click the APPLICATION DETAILS button located on the lower left-hand side of the first page of the application’ which takes you to the second page to the application. e. On the second page of the application, enter any information which may be pertinent to making a good puppy placement with the potential raiser. By clicking the boxes associated with specific considerations, your are making information available which will help your puppy raising services department to make stronger matches based on these considerations. f. The “Date Screened” field may be used to reflect either the day the application was screened by the school or you may enter the date that the application was reviewed by the area coordinator. This depends on your organization’s methods. In either case, the “Accepted” checkbox must be checked in order for the raiser’s application to be considered “active” and for the raiser to be matched with a puppy. Check this box once the applicant has completed the formal application process established by your school and only if they are ready for a puppy. Application Elements Repeat Raiser Select this box if the person you are entering an application for has been a raiser with your school in the past. Region Screening App Commented [j3]: To be linked upon completion.
  • 7. 3 This drop-down menu will allow you to select which region will be responsible for the screening of this particular applicant. The list of regions is managed by the Puppy Raising Services Management. Contact PR Management if a region you need is not currently listed. App. Status Use this drop-down to tell Reldog Lite the applicant’s current status. While this section can be updated to meet the needs of the department (contact your Reldog Lite Administrator if you require changes), your pre-set selections include: Breed Choice Use this drop-down to indicate the applicant’s preferred breed. If they are open to many different types of dogs, select “no pick” from the menu. Sex Choice Similar to Breed Choice. If the applicant has no preference, select “no pref” from the menu. Matching Criteria You may use this section to make notes that will be used to identify strong placements for puppies. This is an opportunity to provide a short, descriptive detail. Comment When Want Puppy This is also a text box which enables you to enter short notes about the raiser’s expectations about placement. Type of Raising Situation Since some people prefer to act exclusively as a finishing or starter home and some prefer to raise a dog from infancy to mature adult, this section gives you the opportunity to identify the type of placement available with this particular raiser: **A secondary raiser is a person living in another household who is also taking a large role in raising the puppy. Designating secondary raisers helps identify people who have special relationships with the dog. If you are entering this person as a “secondary raiser” it is important to also enter an application for the primary raiser. See “Chapter 1: The People Menu – Cross References” to learn more about managing co-raisers. Commented [j4]: To be linked upon completion.
  • 8. 4 Saving the Application If you need to return to Page 1 of the application, select the MAIN APPLICATION button located on the lower left-hand side of the form to return to the previous page. Click SAVE to save and return to the People Menu or CLOSE to save without closing. The Puppy Raising Menu The Puppy Raising Menu has been designed as an all-inclusive central location from which Puppy Raising services personnel can manage the Puppy Raising Program. Entering the Puppy Raising Menu To enter the Puppy Raising Menu, select PUPPY RAISING from the Main Menu. Exploring the Puppy Raising Menu in Reldog Lite There are 4 topic sections in the Puppy Raising Menu. Each topic is in a column. From left to right they are:  Placement  Relationships  Evaluations  Reports Managing a Puppy Raiser Relationship In the interest of providing you with a clear understanding of how to properly use the Reldog Lite Puppy Raising Menu, we will work through the lifecycle of a dog and be sure to touch on each function of Reldog so that you may use it to the fullest. Pre-Matching a Puppy to a Raiser Pre-matching a Puppy Raiser to a newborn puppy can begin the moment the Breeding/Whelping department has entered the puppy’s birth information. To pre-match a pup to a potential raiser: 1) Click MATCH/PLACEMENT MENU located on the lower left-hand side of the Puppy Raising Menu. 2) The Pup Matching and Placement Menu will open in preparation for you to create puppy partnerships. 3) Select the puppy you would like to match by clicking on the gray bar immediately to the left of the puppy. This will select the puppy’s record. 4) Once selected, click MATCH PUP TO RAISER then select the person you wish to pre-match the puppy with. Only those people who have an application on file with the school and who do not already have a puppy in their care will appear on your drop-down list. This will preliminarily match the puppy to the raiser, but will keep the puppy’s status in the system as “on campus”. 5) Remember that the Pre-Matching option in Reldog does not generate a permanent relationship in the system so it can be a valuable tool in helping you to organize your placements. Un-matching a Puppy To un-match a puppy that has been pre-matched with a raiser:
  • 9. 5 1) Click MATCH/PLACEMENT MENU located on the lower left-hand side of the Puppy Raising Menu. 2) The Pup Matching and Placement Menu will open. 3) Select the puppy you wish to un-match by clicking on the gray bar immediately to the left of the puppy. This will select the puppy’s record. 4) Once selected, click the UNMATCH PUP button located on the bottom of the screen. The system will ask you if you are sure that you want to un-match the pup from the current raiser, select “YES”. When you return to the Pup Matching and Placement Menu, the raisers name may still be listed in the “Person Matched” column, but if you exit this menu and come back, you will see that the raiser has been removed. Placing a Puppy with a Raiser Once you are confident that the raiser you matched the pup with is the same person you will be placing the pup with for raising, you can officially place the pup with the raiser in the following way: 1) Click MATCH/PLACEMENT MENU located on the lower left-hand side of the Puppy Raising Menu. 2) The Puppy Matching and Placement Menu will open. 3) Select the puppy you wish to place by clicking the gray bar immediately to the left of the puppy. This will select the puppy’s record. 4) Once selected, click the PLACE PUP WITH RAISER button located on the lower left-hand side of the screen. The Enter Placement form will open asking you for details about the placement. Enter as much information as you can at this time. 5) Once you have finished, click SAVE to save and close the placement form or CLOSE to return without saving. You will be returned to the Pup Matching and Placement Menu where you can repeat this process for additional puppies. Editing/Ending a Current Placement There is a difference between editing relationships and ending relationships in Reldog Lite. If a puppy has been placed with a raiser that, for any reason, did not work out, it is important to allow the system to track this type of information. In such cases, you will want to end a raiser’s relationship and re-place the puppy with a new raiser. Deleting a placement should be reserved for accidental placements of a puppy with the wrong person. Editing a Current Placement Note: If you are attempting to remove a puppy from a current raiser and placing them with a new raiser, please following instructions located under Editing/Ending a Current Placement – End Current Placement in this chapter. Clicking EDIT PLACEMENT DATA takes you to the Edit Placement form where you can change the Date Placed, Vet Assigned and other information related to the current placement. You would not change the person the pup is placed with using this form. End Current Placement To end a relationship between a raiser and a puppy so that the puppy may be available to re-place with another raiser: Commented [j5]: To be linked upon completion.
  • 10. 6 1) Click END CURRENT PLACEMENT located on the Puppy Raising Services Menu. 2) The End Placement form will open to allow you to end the current relationship, write notes about the end of the raiser’s relationship with the dog and to enter the location of the puppy, and the raiser’s new application status. Enter the information in this form as thoroughly as possible. a. Enter the ending date for this relationship b. Indicate if there is a special warning for this raiser and any appropriate comments about the removal. c. You may alter the “Provide Contact to Graduate” status – in most cases, you will want to “unclick” the selection so that this raiser is removed from the list (as they are no longer the official raiser for the dog). d. If applicable, in the field labeled “Not Eligible to Adopt if Released”, enter the date that the decision was made that this raiser was not eligible to adopt the dog. Add comments about why there were not eligible to adopt in the comments space. e. Indicate the Puppy Raiser’s application status selecting the status from the dropdown list. In most cases the raiser’s application is ended, but it is possible that they are ready for a different type of puppy or you may want to indicate that they are raisers you do not want to use in the future. f. Enter the disposition of the dog by selecting one of two options from the drop-down menu: either “returned to us” or “in field until placed”. If you select “Returned to Us”, the dog’s location will be change to “Training School”. If you select “In Field Until Placed” a form will open asking you to enter the Temporary Sitter who has assumed responsibility for the dog. 3) Once you have finished ending the relationship, you can now place the puppy with a new raiser using the steps outlined above: Placing a Puppy with a Raiser.
  • 11. 7 Deleting a Current Placement Should you identify a puppy where the wrong placement was accidentally entered in Reldog, use the DELETE PLACEMENT button located on the Puppy Raising Menu. A form will open which will entirely delete the placement record that was entered in error. Puppy Evaluations Reldog Lite has a few simple, validated tools available for your use. Before you begin utilizing any of the tools in Reldog Lite, it is important for your organization to determine ways in which these tools will be used, at what increments, who will be making the assessments and in what way. As with any measurement tool, it is imperative to set a standard by which all people are assessing if you want your data to be reliable and informational. Temperament Notes and Breed Watch In this form you can enter some brief temperament notes about pups on your program, and also some helpful information about pups that have not yet been neutered or spayed. Click ENTER/EDIT TEMPERAMENT NOTES + BREED WATCH to open the Enter Temp/BW form where you can enter: 1) Breed Watch – Check this box for pups you want to consider for possible future breeding stock. This can be a preliminary step, before changing their formal status to Breeder – Initial Eval. You can also use this check box as a flag that this dog should NOT be neutered or spayed until a decision has been made about their breeding potential. 2) Date Recall for Training - The likely date this dog will be brought back to your school for formal testing or training. 3) Temperament Notes – Brief notes about this pup 4) Date Recommended Early Release – The date this dog is likely to be released from your program 5) Date Recommended Early Neuter – If it is decided this dog is to be neutered/spayed prior to your usual procedures Temperament Evaluations A Temperament Evaluation (also known as a Behavior Checklist) is a standardized measurement tool intended for use by professional assessors/handlers only. This tool is NOT meant to be used by laymen and, as such, use care when determining who will be making these regular assessments. This tool will be most effective if the dog is assessed at regularly scheduled intervals. Entering a Temperament Evaluation To enter a Temperament Evaluation: 1) From the Puppy Raising Services Menu, select the dog for which you would like to enter a new Temperament Evaluation. 2) Click ENTER TEMPERAMENT EVALUATION. 3) Enter the test information in to each of the blanks on the form. All questions default to N/A (Not Applicable) on open, so you do not need to enter a score for questions that were not applicable to this evaluation or for behaviors not observed. 4) When complete press SAVE AND RETURN to save and return to the previous menu or RETURN WITHOUT SAVING if you would like to abandon your changes.
  • 12. 8 View/Edit Temperament Evaluations To view or edit an existing Temperament Evaluation: 1) From the Puppy Raising Menu, select the dog for which you would like to view Temperament Evaluations. 2) Select VIEW/EDIT TEMPERAMENT EVALUATIONS Behavioral Incidents Behavioral Incidents can be recorded on the puppy while the puppy is in the raiser home. You can choose to either type a summary of a call with a raiser or AC or you may choose to copy and paste the text of an email. To enter a Behavioral Incident: 1) Select the dog for which you intend to enter a Behavioral Incident from the Dog Name dropdown list on the Puppy Raising Menu. 2) Click ENTER/EDIT BEHAVIORAL INCIDENT Enter Behavioral Incidents Select the ENTER INCIDENT button located in the lower left-hand corner of the screen to enter a new incident. 1) Enter the date of the incident 2) Enter the type of incident which took place by selecting an option from the dropdown menu 3) Select the person reporting the incident by double-clicking the “Reported By” field and selecting the person from whom you are receiving the information. If the report is from the raiser, enter the raiser’s name. If it’s from the AC, enter the AC’s name. If it’s from another raiser, enter their name. 4) Enter information into the “Memo” field. You may copy and paste email text here if you wish or you can type a summary. 5) Press SAVE to save and return or RETURN to return without saving. View/Edit Behavioral Incidents To View or Edit the details of a previously entered behavioral incident, follow steps 1 and 2 outlined above under Behavioral Incidents. Then: 1) Select the incident which you would like to view or edit by clicking the incident. 2) Adjust the incident as needed. Delete Incident To delete an incident which may have been accidentally entered on the wrong dog, follow steps 1 and 2 outlined above under Behavioral Incidents. Then: 1) Select the incident which you would like to delete. 2) Click the DELETE INCIDENT Raiser Reports The Raiser Reports availability in Reldog Lite can be sent to your raisers at regular intervals and provide you with valuable information. When used consistently, it is possible to gain insight into the dog’s behavior over time and will enable to the school to make stronger assessments about the pups future in the program.
  • 13. 9 Entering a Raiser Report To enter a Raiser Report, select a dog from the dropdown list and then click ENTER RAISER REPORT. The system will open a thorough subform in which the results of your Puppy Raiser Evaluations may be entered. View/Edit Raiser Reports To enter Raiser Reports which have already been entered into the system, click the VIEW/EDIT RAISER REPORTS button. Locate the report you intend to change then click the grey bar to the left of the report you wish to view/edit. Click EDIT to view the report or make any changes you may need. Release Should you need to release a dog from your program while it is still an active puppy, select the dog you wish to release from the Dog Name drop down field in the upper left hand corner of the Puppy Raising Menu. Click the “Release” button located in the lower left hand corner of the form. A new form will open.
  • 14. 10 Date Pup Released Enter the date that the puppy is being released from your program. Primary Reason for Release Select a Primary Reason for the dog’s release from the Primary Reason for Release drop down field. We kept this simple! Secondary Reason for Release If there is another reason that contributed to the pup being released, enter it here. Alternate Career Recommendation Indicate the career that you would recommend for this puppy Special Warning About This Raiser Enter a check in the box if the events leading up to the puppy’s release from the program may be attributed to the raiser. Checking this box will Flag the raiser’s file to be given special consideration in future placements.
  • 15. 11 Special Warning Comments You will want to give details about the special warning you are assigning to the raiser for future reference. Adoption Decision Enter information here about the raiser’s intent to work with or adopt the dog, should it be utilized in other programs. Additional Career Change Information Once you have career changed a dog (“Released” a dog) and press the SAVE button in the lower right-hand corner, a new window will open up to walk you through the dog’s actual release from your program. This will give you the ability to specifically identify the reason why the dog is being released in the puppy home. This information may be important to your later for statistical analysis. Please take the time to enter as many reasons as are pertinent for this dog. Identify a reason why the dog was released or retired. This information will enable to your school to drill down into specifics of why dogs are failed from your program and help to determine ways in which you can best manage your guide dog stock. Once done, you may enter additional reasons by clicking SAVE + ENTER MORE REASONS. . If you have determined that you have sufficiently identified the reasons the dog is being career changed in the puppy home, you can click SAVE + RETURN to return to the Puppy Raising Menu.
  • 16. 12 Died Pup Program Should a dog die while on your Puppy Program, you will utilize this function to store the date that the dog died, end the relationship with the raiser and remove the dog from the puppy program. In the next window, you will enter the date of the dog’s death and select a “Reason Dog Died”. It is important to enter as much information as possible about the details surrounding the dog’s death and the involvement of the raiser in the situation. You can do this by utilizing the “Special Warning about this Raiser” toggle, “Special Warning Comments” and “Details about Death” to flesh out a description of the dogs death which will be visible on the Dog Menu. Managing Sponsorships Enter Sponsor To enter a new sponsorship relationship, select the dog for which you wish to attach a sponsor from the dropdown menu then click the ENTER SPONSOR button. A subform will open in which you may enter the information appropriate to the relationship.
  • 17. 13 Date Start Enter the date that the sponsorship began Sponsor Name Double Click in the text box to open a form where you select the organization or individual who is sponsoring the dog. Click RETURN. Sponsor Type Select the appropriate sponsorship type from the drop down list in the Sponsor Type field. Donor Rating Select the appropriate donor rating for the associated sponsorship. The choices on the list depend on the type of sponsor you selected. Entering the Vet Assigned in the placement menu does not create a sponsor relationship. If the vet assigned also sponsors the dog by donating some or all of their services, you must also make a separate entry for the vet as a sponsor. Once a sponsor relationship has been entered, that person, vet or company will be displayed as a sponsor on Dog Menu VIEW RELATIONSHIPS and the relationship will also appear for the dog on People Menu  PERSON SUMMARY. Comments Enter any comments you may have about this particular sponsorship. Once complete, click SAVE to return to the Puppy Raising Menu. Edit Sponsor Editing a Current Sponsorship To edit a current sponsorship, select the “Edit Sponsorship” button in the main Puppy Raising Menu. A window will open up listing the dogs’ sponsorships including those that are current and ended. To edit, select the sponsorship you would like to edit click on the grey box to the left of that sponsor’s
  • 18. 14 record. Once selected, click EDIT. This will bring you to a form where you may alter the information for the sponsor. You can double-click the Sponsor’s name to change the sponsors name. Once you have made your edits, click CLOSE to return to the previous form. Area Coordination and Region Management Region Data Management Add/Edit Regions Region Nomenclature You will want to decide on your own system for creating region names. For example, SEGD created their region names by using the first four letters of the Region’s city. For instance: St. Petersburg = STPE. Ft. Myers = FTMY. Dallas = DALL. Creating a new region To create a new region, click ADD REGION at the bottom of the Browse Pup Program Regions form. Region names and abbreviations must be unique. Duplicate region names and abbreviations are not allowed. Similar to the Edit Pup Program Region form outlined above, this form gives you the opportunity to enter known information about the new region and who manages it.
  • 19. 15 Region Start Date Enter the date that the region will begin working Region Name Enter the full name of the region Region Name Abbreviation Enter an abbreviation for the region, which will be used for display purposes on some browse forms. This abbreviation can be up to 5 characters long. Puppy Supervisor If individual staff share supervision of all regions, enter either the puppy program manager or select the person that you want the bulletins notifying puppy program of changes entered in Reldog Lite by others in the health, training and client sections. The creation of the bulletins for the puppy supervisor are hard wired into Reldog Lite and will be generated for dogs assigned to this region without assigning the bulletin for the user in the Utilities Menu. Area Coordinator Double click the text box to select an Area Coordinator for this region. The Area Coordinator is often a volunteer who helps support the region. Goal Size Minimum Commented [j6]: Barbara – I am not sure if it’s SEGD only – at my school, we only have one person who is “in charge of all pups” – at GEB you have a number of persons who are in charge of individual regions and so the supervisor may be one of 10-20 people. Commented [b7]: Same as above…this is SEGD related?
  • 20. 16 You may set a goal for minimum number of raisers desired in this region if you would like. Comments Enter any comments you may have about the region. Once you have completed the necessary steps to create a new region click SAVE to return to the region list. Editing a current region To edit a current region, select the region you would like to edit and click EDIT in the lower right hand corner of the form. From here you can edit any information on this pre-established region. It is important to indicate the date and change you are making to the region in the Comments field so that future users can understand the history of this particular region. If one staff member is responsible for supervision of all regions, enter either the puppy program manager or select the person that you want the bulletins notifying puppy program of changes entered in Reldog Lite by others in the health, training and client sections. The creation of the bulletins for the puppy supervisor are hard wired into Reldog Lite and will be generated for dogs assigned to this region without assigning the bulletin for the user in the Utilities Menu. The person selected as Puppy Supervisor will automatically receive bulletins related to puppy program changes or health information entered related to puppies in this region. When you are done making changes, click RETURN. Enter Relationship Assessment The Relationship Assessment which are the grayed out buttons on the Pup Program menu refer to an evaluation type called the Relationship Assessment Tool (RAT). RAT is a proprietary tool developed by Suzanne Clothier that is in use by Guiding Eyes for the Blind. Suzanne Clothier has indicated that she will have training programs for RAT and for those who complete her requirements, we can make the RAT forms available to their Reldog Lite. Edit Relationship Assessment Provides ability to edit the Relationship Assessment Reports Browse Litter By clicking SIBLINGS on the Puppy Raising Menu, Reldog Lite will generate an easy-to-view list of all of the dogs’ siblings, their names, sex, breed/color, their current status within your program, basic scores, last weight, date of last evaluation, who they were placed with and the region in which they live. Here, you also have the ability to view the Litter’s overall health to establish trends and some other interesting information. Commented [jr8]: I have emailed Suzanne Clothier to determine if she is still in agreement with this approach and asked for wording edits here. Not sure when I will hear back from her but will pass on what I get so you can update it in the manual. Commented [b9]: Let’s just leave out any explanation of this for now and we will answer questions as people ask about it. Commented [b10]: The Browse Litter form has changed quite a bit, so this screen shot needs to be updated and the description changed a litt.e
  • 21. 17 Dog Lists By clicking DOG LISTS, you will be able to run a query based on information you specify based on Pups that are active in your pup program. Different options include: 1) Reports indicating ALL pups placed 2) A list of pups placed in a specific region, or 3) A list of pups which are being evaluated for breeding. Pups by Age When you click PUPS BY AGE, Reldog Lite will automatically generate a quick report showing you the age range of dogs placed in the field. Pups Placed This report will give you a quick report of the number of dogs placed over a specified period of time. Raisers List Use this function to view or print a list of all raisers active in the program! Managing the IFT Process Scheduling a Training Recall Reldog Lite has been designed to allow you the ability to loosely schedule IFT dates for puppies returning to campus. This feature enables other departments to know what pups may be coming in and (as closely as possible) approximately what date they will be returning. As such, it is important to utilize this IFT Recall feature to best communicate across those departments. Viewing the Training Recall List From the Puppy Raising Menu, click TRAINING RECALL LIST located on the lower left-hand side of the menu. Scheduling a Puppy for Recall A list of puppies active in your program will be displayed on the next screen: Browse Pups on Active Program. 1) Select the dog you that you wish to recall by clicking the grey bar immediately to the left of the dog’s Date of Birth. This will select the dog’s record. 2) Click EDIT/ENTER/DELETE TRAIN RECALL DATE, BREED WATCH, ENTER TEMPERAMENT COMMENTS located at the bottom of the screen. 3) If the dog is a considered as a possible breeder, select the “Breed Watch” check box. 4) Enter the presumed date for recall and any temperament notes which may be important.
  • 22. 18 5) If you are recommending the puppy for early release from your program, enter the date on which you are making that recommendation. Please note: Bulletins can be created in Reldog Lite to automatically notify appropriate personnel that a dog has been recommended for early release. To learn more about bulletins and user assignments, see ENTER CHAPTER HERE. 6) If you are recommending a puppy be neutered early, enter the date on which you are making that recommendation. Please note: Bulletins can be created in Reldog Lite to automatically notify appropriate personnel that a puppy has been recommended for early neuter. To learn more about bulletins and user assignments, see ENTER CHAPTER HERE. Note: If a dog is checked Yes for Breed Watch, the dog should not have a date in the Date Recommended Early Neuter field. 7) Once you have entered all pertinent information, you can click RETURN to save and return to the previous menu or CLOSE to return without saving. 8) The pup’s scheduled return date is now listed in the “TRN Recall” column. Editing a Recall Date You can reschedule a pup’s scheduled return date at any time by following the same steps outlined above in Scheduling a Training Recall: Scheduling a Puppy for Recall. When you reach step 4, overwrite the current date with the new estimated arrival date. This will update the Browse Pups on Active Program list to reflect the new date. Bringing a Dog In for Training When a dog officially arrives on campus for training, you will be responsible for shifting the dog’s status from Puppy Active on Program to Training Active. To do this: 1) Select TRAINING RECALL LIST from the Puppy Raising Services Menu. 2) Select the puppy who has arrived on campus by clicking the gray bar to the immediate left of their date of birth to select their record. 3) Select the CHANGE STATUS TO TRAINING OR BREED EVALUATION. 4) Enter the date the dog is arriving on campus, the program to which the dog is going (either Training Active or Breeder Evaluation), enter any notes or comments about the dog which you would like to share and then press SAVE to save and return to the previous menu or CLOSE to return without saving. Commented [j11]: To be linked upon completion. Commented [j12]: Be linked upon completion.
  • 23. Chapter 3 – Sponsor Relationships Person as a Sponsor To enter a sponsor for a puppy, you will first need to follow the steps in Chapter 1: The People Menu – Entering a New Person[j1]. (There are no additional steps to perform in the People section to designate the person as a Sponsor.) Enter a Sponsor Relationship There are two ways to enter a sponsor relationship. The steps you follow will be based on the puppy’s current status. If the puppy is still at your facility and waiting for placement with a raiser (Neonate awaiting placement): 1) From the Main Menu, click DOGS. 2) From the Dog Menu, select the puppy to whom you would like to attach sponsorship from the Dog Name drop-down field. 3) Once the puppy is selected, click VIEW RELATIONSHIPS/ENTER/EDIT SPONSOR PAST RAISER REL located at the very bottom of the form. 4) From the Pup Program Data form, select ENTER SPONSOR. 5) Enter the start date of the sponsorship. 6) Double-click the “Sponsor Name” field to find and select the person you wish to attach as a sponsor. 7) Use the dropdown Last Name field to select the person who is sponsoring this puppy. When done, click RETURN. 8) Enter the type of sponsorship this person is providing using the “Sponsor Type” dropdown list. 9) You can select a level in the “Donor Rating” field, but it is not required 10)Enter any notes you wish then click SAVE to save and return to the Dog Menu or CLOSE to return without saving. If the puppy has already been assigned to a puppy raiser (Pup Active): 1) From the Puppy Raising Menu, select the puppy from the Dog Name dropdown list. 2) Click ENTER SPONSOR. 3) Enter the start date of the sponsorship. 4) Double-click the “Sponsor Name” field to find and select the person you wish to attach as a sponsor. 5) Use the dropdown Last Name field to select the person who is sponsoring this puppy. When done, click RETURN. 6) Enter the type of sponsorship this person is providing using the “Sponsor Type” dropdown list. 7) You can select a level in the “Donor Rating” field, but it is not required 8) Enter any notes you wish then click SAVE to save and return to the Dog Menu or CLOSE to return without saving.
  • 24. Edit a Sponsor Relationship To edit the sponsor attached to a specific dog: 1) From the Dog Menu, select the dog to whom you would like to edit sponsorship from the Dog Name drop-down field. 2) Once the dog is selected, click VIEW RELATIONSHIPS/ENTER/EDIT SPONSOR PAST RAISER REL located at the very bottom of the form. 3) From the Pup Program Data form, select EDIT SPONSOR. 4) Select the sponsor you wish to edit then click EDIT 5) Adjust the sponsor information as needed then select CLOSE to save your changes and return to the Browse Sponsors Menu. If the dog whose sponsor you want to edit is a puppy that is actively on puppy program, you can also edit that dog’s sponsor information from the Puppy Raising Menu by clicking on the EDIT SPONSOR button
  • 25. Chapter 4 – Breeding The Breeding Menu From the Breeding Menu, you will have the ability to do a number of things related to everyday breeding activities and colony management. We will go through each element of this menu and teach you how to use them. About the Breeding Menu Located in the top portion of the available window, the Menu is intended to give you a quick snapshot of your school’s breeding colony – both past and present. Filters The top portion of the screen is designed to give the user the option to view the school’s past and present colony at once or the user may utilize the filter functions located at the top of the screen to hone in on specifics of the breeding colony (such as specific breeds, only males/females, only active/retired dogs, etc.) The Dog Filter Use this filter if you want to narrow the list of breeders to dogs by a specific name. If you were to select, for example, “Fred” from this dropdown, the query would filter only dogs within the colony with the name “Fred”. If several dogs share the same name, they will all show, and the user will need to select the appropriate one by additional details (breed, date of birth, dam/sire) The Status Filter Use this filter if you want to narrow the list of breeders to dogs which are of a particular status such as “Active” or “Retired”. The Retire Pending Filter Use this filter to view dogs which are either Retirement Pending = “Yes” or Retirement Pending = “No”. The Sex Filter Use this filter to view dogs of a particular sex.
  • 26. The Breed Filter Use this filter to view dogs only of a particular breed. Using Filter Combinations You can use as many or as few filters as you would like. Remember, however, that for each filter you apply, you are narrowing your list. Reset Your Filters To remove all filters and start the filter process again, click the RESET button located in the upper left hand corner of the screen. Breeding/Whelping Heat Start Reldog makes it easy to track and manage the heat cycle of females in your active breeding colony. To begin a dog’s heat, identify and select the dog for which you are entering heat information, then click the HEAT START button located on the lower left-hand portion of the screen. The system will default to the present date. You may overwrite this if the date is different. Once you have entered the start date of the heat cycle, enter any heat notes that you may like to include and then click SAVE to save and close or CLOSE to close without saving. Reldog Lite will save this information in the dog’s heat record. Once you have entered a female’s heat start information, the female will be available in the Heat Menu to manage her Heat Cycle. Note: You are only able to enter the heat start for an active breeder with the HEAT START button. To enter the heat of a female puppy on program, enter it though the Dog Health Menu, ENTER PUPPY HEAT. Projected Heats The PROJECTED HEATS button is designed to give you insight into the upcoming heats of females within your breeding colony only. When you click the PROJECTED HEATS button, Reldog Lite will compile a list of expected heat cycles based on the average heat interval entered into the system through the VIEW/EDIT REPROD DATA of each breeding female. You can utilize this information to know when your colony may encounter lulls in breeding activity and when to expect the breeding department to be busy. The accuracy of this browse requires that every heat start is entered for every brood, regardless of the intent to breed or not. Accuracy also required that the information within VIEW/EDIT REPROD DATA is current for each female.
  • 27. Semen Analysis Keeping records of individual stud’s semen quality are very easy with ReldogLite. There are two different ways to enter semen analyses. For any semen analysis performed for any non-breeding purposes, use the SEMEN ANALYSIS button after selecting the stud dog. Through a series of dropdowns, you will be able to document all aspects of the collection. If semen is collected to be used for an immediate insemination, the semen analysis should be entered through the HEAT MENU -> and then selecting the appropriate female -> INSEMINATION button. Upon SAVE of the Insemination, a Semen Analysis form will appear. By storing an Insemination for each breeding an ejaculation record will be stored for that stud. Edit Semen A stud’s ejaculation history can be reviewed at any time by selecting the stud and then the EDIT SEMEN button. If the ejaculation was used to breed a female, her name will show in the far right column as well as the size of the litter once whelped. Should you need to change the reason for the ejaculation, select EDIT EJACULATION. You can also choose the EDIT ANALYSIS button if you need to change or add anything about any of the ejaculation records. The Heat Menu The Heat Menu is the home of female’s which are currently in heat. By clicking the HEAT MENU button from the Breeding Menu, Reldog Lite will compile and display a list of dogs which are currently in season. Breeding Decisions From the Heat Menu, select the female you wish to breed by clicking the female’s name. By then selecting BREEDING DECISION, Reldog Lite will open a Breeding Plan in which you can enter information regarding the plan for this heat. Fill in the breeding plan as completely as possible then click RETURN to save your information and return to the Heat Menu. 1. Put a check in the Plan To Breed box if you are breeding the brood this heat. Even if you haven’t decided who to breed her to yet, but selecting this, it shows a checkmark on her Heat Menu, alerting your technicians that you plan to breed her. 2. From the drop-down list select your decision if you plan to breed this brood on her next heat. This information is required to save the breeding decision. 3. Enter the breed of the proposed litter
  • 28. 4. From the drop-down list enter Stud First Choice. If the stud does not appear on this list, go to the DOG MENU  select the male then  EDIT DOG DATA then put a check in the Stud List checkbox. Enter a Backup Stud if desired. 5. The Litter Owner is defaulted to your school. Change this by double clicking the white field to the left of Reg Litter Owner, select a person or organization and return. 6. The Universal Prefix is defaulted to your school. When the puppies are born, RDL will assign the Universal Dog ID for pups born at your school that are owned by your organization. 7. A check in the field Produced for Us indicates pups are being produced for your school (default is a check in this field). Un-checking the box means that the pups are for a cooperative breeding, usually in cases where the bitch is owned by another school, and that school will whelp and keep most or all of the puppies. Production Click PRODUCTION button on the Breeding Decision form to view a chart of statistics for each of the past 10 months for: o Heats Projected o Breedings Resulting in Pregnancy o Whelpings o Pups released at puppy test (approx. 8 weeks) and placed with other organizations o Puppies placed in our puppy raising program o Pups off Program- o Graduated Dogs Ten months of data are displayed so that the number in the Total column can be easily divided (by 10) to give you an average monthly number. This chart gives managers an overview of current statistics to help determine whether or not a litter is necessary to maintain production goals. Brood Data This button will open the female’s Breeder Data form that will provide you with an overview of the breeder’s own data and health production data. See View/Edit Breeder Data Test Pedigree RDL has the ability to generate a hypothetical pedigree for any proposed litter within the Breeding Decision form. By clicking TEST PEDIGREE, a blank pedigree will show, with only the female’s name listed in the left margin. Select a stud from the dropdown and click PEDIGREE. This will fill in the three generations along with abbreviated genetic data displays. For example: Screen Print here with update values below Commented [j1]: To be linked upon completion Commented [j2]: Clover suggested a Screen Print here reflecting the data she outlined below but forgot to include the screenshot. Any screenshot I provided would be inconsistent with her data.
  • 29.  Pups 168- The number after “Pups” are the number of progeny that are “mature’ (see definition for mature at the bottom of this document)  GD 36% Hth C- Skin C-  GD is the number of graduated and breeder dog progeny. o Hth C- is the overall health score for this breeding dog o Skin C- is the overall skin score  Hp 0% El 0% Sk 19% Ep 0% o Hp 0% is the percent of progeny that have a score 1 or 2 diagnosis for hip quality of all progeny from this breeder that have a hip diagnosis. o El 0% is the percent of progeny that have a score 1 or 2 diagnosis for elbow quality of all progeny from this breeder that have an elbow diagnosis. o Ep 2% is the percent of progeny that have a score 1 or 2 diagnosis for any neurological diagnosis including congenital defects of all progeny from this breeder that have a neurological diagnosis. The TEST PEDIGREE screen is also an interactive form. By doubleclicking on the gray name fields, the Breeder Data form opens, which displays additional information about that specific dog. See View/Edit Breeder Data . To select a different stud option, simply select a different stud dog and click PEDIGREE again. Stud List An extremely helpful way of creating a short list of possible mates is to select the STUD LIST button within the pedigree form. This will list all active studs within your colony. It is arranged alphabetically, and will show the inbreeding coefficient of the resulting litter, should you breed him to this female. Make your short list of options based on those studs that will produce the lower inbreeding coefficients. Stud Use Clicking the Stud Use button in the Breeding Menu will give you a quick breakdown on the studs in your colony and the frequency with which you have used them over the course of the last six years. There is a < > Column that lists the number of litters bred but not yet whelped and these are included in the Total Column. This is a quick way of assessing if you are utilizing each stud equally. To view the litters, click BROWSE LITTERS, where you will see the dam, number of live pups and number of stillborn pups for each litter. Browse Heats Commented [j3]: To be linked upon completion
  • 30. Browse Heats lists all heats entered for the selected brood with the most recent heat first. Buttons on this browse allow the user to  Edit the heat start date  Edit or review the heat summary  Delete a heat that was entered in error  View the heat chart of progressions for a particular heat  View data on the resulting litter  Edit the decision of whether to breed the dog next or not  Reestablish that the dog is pregnant Browse Heats is accessible from two locations: For broods that are in heat, click HEAT MENU  BROWSE HEATS to view a list of previous heats. For all broods, MAIN MENU  BREEDING  Select the brood using the Dog drop-down list then  VIEW/EDIT REPROD DATA BROWSE HEATS Projected Heats- see Previous description As you can see, there are a number of tools available within the Breeding Plan which you may use to make decisions on breeding. Using the “Brood Data”, “Production”, “Stud Use”, “Test Pedigree”, “Browse Heats” and “Projected Heats” tools within this module will enable you to make confident breeding decisions instantly (see Breeding Addendum Routine decision making process for a brood in heat) Stud Brucellosis There is a column on the Heat Menu titled Stud Brucellosis. The date shown there is the last time that a stud was tested for Brucellosis. If it is blank, the stud has never been tested. Based on the intervals established by your school, you can determine whether or not a stud needs to be tested prior to this mating. You can enter the results by clicking the STUD BRUCELLOSIS button and then complete the form. Click SAVE to save and return to the Heat Menu or CLOSE to return without saving. When SAVED this will automatically generate a lab test entry in that stud’s Medical file, as well as update the date within the Stud Brucellosis column. If a Brucellosis test is performed on a stud at a time that he is not selected to breed a female, the results should be entered through the Medical Menu- ENTER LAB TESTS Browse Heat Progressions Commented [j4]: To be linked upon completion Commented [j5]: To be linked upon completion – added by Clover – not sure what this is, however.
  • 31. Browse Heats see Previous description Prebreed Tests Click PREBREED TESTS to open the Enter Prebreeding Tests form. Here you can enter that Brucellosis testing on the female was performed, as well as a vaginal exam for the presence of strictures. By clicking on either or both of the check boxes and clicking SAVE, the dog’s vital health information will be updated with the date of her this brucellosis test and/or vaginal exam with a default to today’s date. If you open this form and find there are dates already in the fields to the right of the labels Brucellosis and/or Vaginal Exam that means that she was tested previously. Simply click the boxes and SAVE to update. By saving, this new Brucellosis date will appear in the Dam Brucellosis column in the Heat Menu. Browse Previous Whelps Enter Heat Comments Tracking a Dam’s Heat Progress Reldog Lite gives you the ability to enter many elements of each brood’s heat cycle to calculate peak fertility and provide a historical record of each heat for future comparision. You can utilize as many or as few as you would like. Within each element, you will find a Comments field that can be used if additional information is desired. Discharge At the intervals established by your school enter the color of vaginal discharge inform. To do this, select the appropriate brood, select the DISCHARGE button from the Heat Menu and enter the requested information. Press SAVE to save and return to the Heat Menu or CLOSE to return without saving. Vaginal Smears At the intervals established by your school, enter the Dam’s vaginal smear/cytology results by clicking the VAG SMEAR button. Enter the requested information then press SAVE to save and return to the Heat Menu or CLOSE to return to the Heat Menu without saving. Receptivity To enter and track your Dam’s breeding receptivity, click the RECEP button and enter the requested information. Press SAVE to save and return to the Heat Menu or CLOSE to return to the Heat Menu without saving. Commented [j6]: To be linked upon Completion.
  • 32. Progesterone At the intervals established by your school, enter the Dam’s Progesterone levels to help identify peak fertility. To do this, click the PROGESTERONE button and enter the required information. The system will default to the present date. You may overwrite this if the date of sampling is different from the date you received the value. It also defaults to ng/ml values. By using the Which Progesterone Test dropdown, you can select nmol/L or in-house Premate testing. When finished, click SAVE to save and return to the Heat Menu or CLOSE to return to the Heat Menu without saving. Vaginoscopy If your school performs vaginoscopies, click the VAGINOSCOPY button to enter the results of your vaginoscopy at the intervals established by your school. Enter the required information and click SAVE to save and return to the Heat Menu or CLOSE to return to the Heat Menu without saving. Insemination Utilize the INSEMINATION button of Reldog Lite when an actual mating occurs. To enter information about each insemination, click the INSEMINATION button and enter the required information. Reldog Lite will only allow the entry of one mating per day. Therefore, if you bred her twice for any reason, or made several attempts, you can note that within the Comments field of the insemination. If you entering natural breeding as the “Insemination Type”, you do not need to enter the cc volume of the breeding. Once you have entered the information the natural breeding attempt, press SAVE to save and return to the Heat Menu or CLOSE to return to the Heat Menu without saving. However, if you are using Artificial Insemination techniques for breeding, you must enter the number of cc’s of semen used during the breeding attempt. If you did not previously enter a Semen Analysis, clicking SAVE will notify you that a Semen Analysis must be completed in order to complete the breeding attempt and Reldog Lite will open the Semen Analysis screen in which you can enter the results of your semen analysis. If a semen analysis was already completed, the system will SAVE the breeding attempt entry and return you to the Heat Menu. Click CLOSE from the Insemination Screen will close the record and return you to the Heat Menu without saving. Once a mating has been entered, the litter will appear on the Litters due Menu until a whelp is entered or a pregnancy check is entered indicatin that the female is not pregnant. The Whelp date is calculated as 65 days from the LH=0 day entered, NOT days from first or last breeding. The INSEMINATION button is light grey and nonfunctional until a stud dog is selected in the Breeding Decision form.
  • 33. LH Assay If your school performs Luteinizing Hormone (LH) Testing, click the LH ASSAY button to enter the results of your LH testing. Enter the required information and click SAVE to save and return to the Heat Menu or CLOSE to return to the Heat Menu without saving. Heat Chart FROM CLOVER Heat End Sum Why summarize the heat? The ideal time to enter notes about the heat and mating is while the information is current. When a mating fails to produce a normal sized litter, review of the heat and insemination is critical to identify the cause. The most common cause of poor conception is breeding at the wrong time however there are numerous reasons:  Insemination at the wrong time  Insemination technique issues  Semen quality is poor due to semen handling or stud problem  Brood reproductive problems Clicking Heat Entry Done removes the brood from the Heat Menu There are two pages to this Heat Summary. The first page has information about the brood and the second page has mostly stud/semen/insemination information. On the second page, there is a check box titled Heat Entry Done. In order to complete the Heat Summary this box must be checked when you click on RETURN. Once saved, this heat will no longer appear on the Heat Menu when you open it. Editing the Heat Summary There are two paths to access the Heat Summary for edits: For broods that are pregnant, click MAIN MENU  BREEDING  LITTERS DUE MENU  select the brood  EDIT HEAT SUMMARY For all broods, MAIN MENU  BREEDING  Select the brood using the Dog drop-down list then  VIEW/EDIT REPROD DATA BROWSE HEATS  EDIT HEAT SUMMARY Page 2 Suggestions on filling out page 1 of the Heat Summary Click the check box Problem and fill in comments if there is something abnormal about the heat. Heat Abnormal- an overall assessment of the heat. Click yes for problem if anything on the first page is also clicked as a problem
  • 34. Progesterone Rise Pattern- it is helpful to enter comments that the progesterone values agreed with the selected dates for inseminations. For natural matings LH days +3 and +5 or LH +4 and +6 are considered ideal. For frozen semen matings LH days +5 and +7 are considered idela. It is worth noting if the progesterone rise pattern is atypical such as a high baseline value or fast rise. Synchrony- For the textbook heat, the smear, discharge color, brood receptivity, vaginoscopy and progesterone values are all prime at around the same time. It is well known however that aspects of the heat controlled by estrogen may not be in synchrony with the actual ovulation timing. Discharge, Smear, Vaginoscopy- Note abnormalities in the discharge, smear or vaginoscopy. Microorganisms- Bacteria are normal inhabitants of the vaginal tract making routine vaginal cultures unnecessary. Note problems caused by microorganisms or the presence of Herpes virus or Brucellosis as diagnosed by a veterinarian as abnormal. Heat interval- Intervals less than 5 months are not likely to result in a conception. It is noteworthy if the heat interval is less than 5 months or substantially longer than the rest of your broods. Brood Age- A reduction in fertility may be noticed as broods age past 6 years old or have had multiple consecutive heats where they did not conceive a litter due to not breeding or no conception. Suggestions for filling out Page 2 Insemination Timing Drop-Down List and Insemination Procedure Drop Down List-- Helpful for analysis later on conception rates as compared with insemination timing. Insemination Timing- Check if timing was not ideal and add notes as to why. The 1st breeding’s progesterone value should be >6ng/ml. The 2nd breeding’s progesterone value should be >12 ng/ml. If the value is not that high, a third breeding must be considered. Insemination Procedure- Natural matings are the ideal insemination procedure for maximum conception rate.
  • 35. Insemination Volume Less than 5 cc (ml)- Larger volumes for AI matings are generally considered to be better than volumes less than 5 cc Semen Quality- Ideally the semen was assessed around the time of mating microscopically for count, motility and abnormals. Stud Health and Age- Systemic illnesses in the past 3 months may negatively impact semen.quality as well as problems in the reproductive tract. Semen quality and quantity diminishes in the older stud. Peak Breed Date- Date that you feel was the ideal date for insemination D=0 Date- the onset of diestrus when the vaginal smear reaches 50% parabasal cells with a possible white blood cell shower Brood Foster As long as the Brood was “PLACED W BRD KEEPER” in the Breeding Menu, this button will allow staff to easily access their contact information for any particular female in the Heat Menu. Select the female and the click on BROOD FOSTER to see their name and contact information Stud Foster Same as for Brood foster above FROM CLOVERLH=0 Once you have determined the LH=0 date, either by LH Assays or through interpretation of Progesterone values, you should enter the date of the LH rise. Click the LH=0 button, select the appropriate date and click SAVE to Return to the Heat Menu. RDL uses this date to calculate the Whelp date for the litter, as seen in the Litters Due Menu. M=0 Diestrus day=0 is the day when the vaginal cytology reaches 50% parabasal cells, and possibly the presence of a white blood cell “shower.” If you have this information, click the LH=0 button, select the appropriate date and click SAVE to Return to the Heat Menu.
  • 36. Litters Due The LITTERS DUE button will take you to the Litters Due Menu. This is where all Dam’s who have participated in a breeding attempt will be listed. In this menu, Reldog Lite will list the dams involved in recent breeding attempts. Whelp Forecast FROM CLOVER Reviewing a Dam’s Whelping History Browsing Previous Whelps The BROWSE PREV WHELPS button in the Litters Due Menu will enable you to review a dam’s previous litters and will be able to give you insight into what that mother’s birthing experiences have been like. MORE FROM CLOVER? Reviewing a Dam’s Reproduction Summary The REPRO SUMMARY button will allow you to review a dam’s conception history and give you valuable insight into her breeding history. MORE FROM CLOVER? Pregnancy Checks Entering a Pregnancy When you are ready to check a Dam for pregnancy, utilize the ENTER PREG CHECK button and enter the information requested. Once you have completed the form, select SAVE to save and return to the Litters Due Menu or RETURN to return without saving. If you have entered a negative pregnancy result, the dog will be removed from the Litters Due Menu. If you have entered a positive pregnancy result, the Dam will remain on the Litters Due Menu list for the duration of her gestation and Reldog lite will generate a due date based on the data you entered into the system during heat cycle and your breeding attempts. Browsing Previous Pregnancy Checks By utilizing the BROWSE PREG CHECK button, you can view any pregnancy tests which have been entered for the dog you selected.
  • 37. Pre-Whelp Monitoring Temperatures Fetal Heartrates Edit Heart Rate Preparing for a Dam’s due date In preparation for a Dam’s whelp, you can utilize the ENTER/EDIT WK INFO button from the Litters Due Menu. Here, enter information pertinent to the Dam’s birthing plan and press SAVE. Whelping Puppies in Reldog Lite When a dam has given birth to her litter, utilize the ENTER WHELP INFO BUTTON located on the lower right-hand side of the Litters Due Menu. 1. The system will prompt you to enter the name of the Dam to confirm that you are entering a whelp for the appropriate dog. Please note: Entering puppies on the incorrect dam is a very time consuming and difficult action to reverse and must be performed by an Administrator. Please take the time to confirm that you are entering information for the correct dog before proceeding. 2. Enter the name and tattoo of the female who delivered in the box provided then click OK to proceed. 3. Reldog will ask you to complete the form that opens before you will begin entering individual puppy information. 4. Enter the date of the birth for the Litter (NOTE: Your school will need to decide “how to handle” litters which span overnight whelps. It is perfectly appropriate to enter the litter’s birthday as the day that the whelp CONCLUDED). 5. Enter the location of the whelp by selecting HERE or HOME from the dropdown menu. 6. Enter the Litter’s ID Number. If your aren’t sure what the next Litter’s ID number would be, selected the LITTER LETTER button located on the lower left-hand side of the screen and a window will open showing you a list of the litter letters which have already been used. You will want to enter the next Litter ID in the sequence into the “LitterID” field and confirm the Litter ID in the “LitterID Again” field. 7. Double-click the “Whelped Litter” field and a “Find Whelper” Screen will open from which you can select a person from the dropdown menu. Once you have properly identified the person, click RETURN to return to the Litter Entry Screen. 8. Enter any comments in the “Comments” box which you believe are pertinent to the Dam’s whelping experience. This is NOT the appropriate
  • 38. location to enter information regarding specific pups, but rather the Dam’s experience delivering all puppies in the litter. Entering Individual Puppies Born The details of labor are an important part of the school understanding a Dam’s success in the breeding program. It is important to track details such as time between pups and whether any specific pups required assistance either while birthing or following their whelp. Reldog Lite Puppy Entry Form allows you to easily enter and store this information for future reference. 1. Whelpers should track the time it takes for a mom to push each puppy out. When the Dam begins to bear down to birth a pup, whelpers will enter the time into the “Labor Start” field. When the Dam has successfully birthed the puppy, whelpers will note the “Labor End” time and record it in the appropriate field. 2. By entering a “Pup Number”, Reldog Lite will automatically tattoo the puppy in the system. It’s important to note that while a pups number can be changed later, the tattoo number is not as easily changed. It’s best practice to enter the pups number and not attempt to alter it later. 3. Enter the other information requested in the Enter Pup Born Screen. To save and enter more puppies born, click SAVE. If you are done with entering puppies born, then click CLOSE. Reldog Lite will bring you to the Litter Care Menu upon closing. If you made any mistakes regarding the puppy’s sex or other components of the Enter Pup Born screen, you may make adjustments to the puppies from the Litters Due Menu. See: Editing Puppy Information for more. Litter Care – TO BE WRITTEN BY SEGD The LITTER CARE button will take you to the Litter Care Menu. This is the location in which all litters on campus may be cared for. Commented [j7]: To be linked upon completion.
  • 39. Editing Puppy Data Enter Pup Born Edit Pup Info Enter Names Enter Microchip Enter/Edit WK Info Litter Health Entering Litter Care Entering Litter Illnesses Whelping Data Edit Whelp Info Browse Previous Whelps Whelp/Lactation Summary Repro Summary Enter Temperature Enter Heart Rate Edit Heart Rate Brood Data Enter Weight Brood Edit Weight Brood Foster Data
  • 40. Production Stats FROM GEB BREEDER DATA Reldog Lite offers you a few, easy-to-use tools which may assist you in evaluating and understanding your breeding colony. View/Edit Breeder Data By selecting a dog from the Breeding Menu and then clicking the VIEW/EDIT BREEDER DATA button, Reldog Lite will provide you with a snapshot of the breeder’s own data. Total Pups Mature- Number of progeny from the specified sire or dam that were whelped at the school or donated to the school that are >540 days old Colony member- yes/no field that is updated here. Used to sort dogs Generation Coefficient- calculated by RDL when button GENERATION COEFFICIENT in the Breeding Menu is pushed. This is most accurate when ancestors with genetic data is entered in RDL. Generation Coefficient is used when assessing if dogs are improving genetically through selection. Decreasing the generation interval increases the chance for genetic improvement when applying the principles of selection. Inbreeding Coefficient- (IC or COI) an estimate is calculated by RDL when button UPDATE INBREEDING in the Breeding Menu is pushed. COI expresses common heritage and specifically indicates the probability that the two alleles for any gene are identical by descent. Nbr- Total number of dog added by RDL of progeny that were evaluated for each of the traits listed ie Success, Skin, Hips, Elbows etc. % Score- Percent calculated by RDL of progeny that are Successful divided by the total. The percent health diseases is the number of progeny with a score code of 1 or 2 divided by the number evaluated for the trait. Scores range from 5 (a desirable quality) to 1 (very undesirable quality). You can change the score code in Utilities/UPDATE REF TABLES/VET DIAGNOSIS DETAILS EDIT. % EBV- Relative ranking of this dog compared to the current breeding dogs in your colony calculated by RDL based on the Estimated Breeding Value (EBV) for the trait. EBVs are created in genetic programs such as MTDFReml, MTGSam, IBay from data exported from RDL to these programs then the EBVs are imported back into RDL.
  • 41. % EBV All- Relative ranking this dog compared to all breeding dogs in your colony calculated by RDL based on the Estimated Breeding Value (EBV) for the trait. % EBV Kept- Relative ranking of this dog at the time the dog was selected as a breeder compared to the current breeding dogs in your colony calculated by RDL based on the Estimated Breeding Value (EBV) for the trait. Last Eye Exam- Last eye exam when the checkbox for Eye Exam is Yes when the diagnosis is entered. This designates the dog had a complete ophthalmologic exam preferably by a board certified ophthalmologist. Optigen Result, VWD, DNA, etc– We are changing this- there will be a subform/browse with genetically important lab results. Health Conditions Produced GO TO PAGE 2 button continues this listing of health production concerns. HEALTH PRODUCTION button that will show all diagnoses recorded on any progeny from this individual. You are offered a number of filters which you may use independently or in combination to view specific diagnoses or affected systems. View/Edit Reproduction Data After selecting a dog from the Breeding Menu, the VIEW/EDIT REPROD DATA button will provide you with basic information about the dog’s reproductive health history. Information such as conception rate, average litter size, and stillborn/neonatal losses can be viewed here Additional subjective assessments can be made regarding Fertility and Whelp Quality, as well as a Comments section for any additional information. There are several user input fields here that will help manage and forecast future heat cycles. Once the user enters the number of months that is typical for a specific female, Reldog Lite will then be able to calculate when the next one might be and show it correctly on the PROJECTED HEATS browse. The Ave Heat Interval should be reviewed each time a female comes into heat, and changed if necessary, as it could affect when she is next expected to come into heat. Pedigree Pheno The PEDIGREE PHENO button will generate a five-generation pedigree for the dog you select in the Breeding Menu. This Pedigree Pheno will indicate the
  • 42. dog’s lineage, as well as abbreviated ancestral health production data. By doubleclicking on the gray blocked name of any individual within the pedigree, you are able to open that dog’s Breeder Data. This can save significant time when researching pedigrees . (see Theory Addendum for further details) Indices GEB TO WRITE THIS SECTION Individual and Sibling Temperament GEB TO WRITE THIS SECTION. Because SEGD has not yet utilized the Dog Behavior Checklist on enough dogs, there is nothing really populating this section and, as such, we have not been using this feature in our breeding decisions. I think we are only using the checklist, at the moment, for IFT Temperament tests. BARBARA – please note that I checked for a dog who DOES have behavior checklists entered on them. I found their dam, then went into the breeding section and used this button see if it was utilizing the information to populate frmLitterBrowse – it is not. Selection Notes The SELECTION NOTES button can be used to enter free-form notes on a dog if you so choose. Simply select the dog you wish to enter notes on (or wish to view previously written notes about) and click SELECTION NOTES. Health Summary To quickly view a health summary for the Dam or Sire within the colony, select the dog from the Breeding Menu list and then click HEALTH SUMMARY. Reldog Lite will compile a quick list of the dog’s current weight, target weight, vaccination information, and a list of diagnoses entered on the dog. From this screen you can do a number of things including viewing the dog’s Health History or diagnoses, browse the dam’s/sire’s littermates, or browse medications prescribed to the dog. (see Medical Menu) Retirement Pending You may wish to keep track of dogs which are being considered for retirement. To do this, simply select the dog you are planning on retiring from the Breeding Menu, then click RETIREMENT PENDING. In the window that pops up, select “Retirement Pending” and enter any notes that you feel may be necessary. Then click “RETURN” to save and return to the Breeding Menu. (Note: If you selected this dog by accident and do NOT intend to retire the dog, simply keep all fields blank and click RETURN and the dog will remain as they were). Once you have indicated a dog is pending retirement, you may utilize the “Pending Retirement” filter in the upper right hand corner to quickly take a look at all dogs within your colony which are close to their retirement. Commented [j8]: To be linked upon completion. Clover added this but I am not sure to what she is referring. Commented [j9]: To be linked upon completion.
  • 43. Retire a Breeder To formally retire a breeder from the program, simply select the dog from the Breeding Menu, then click RETIRE BREEDER. 1) Enter the date that the dog is retiring from the program. 2) Select “Breeding” from the Program drop-down menu. 3) Select “Retired” from the Status drop-down menu. 4) Select either “Breeder inactive – breeder progeny” or “Breeder inactive – no breeder progeny” depending on whether the dog contributed to progeny through out the course of its time in the breeding program. 5) Enter any notes/comments that you wish regarding the retirement of the dog. 6) Select a primary reason for retirement and a secondary reason, if one exists. 7) Select an alternate career recommendation for the dog. 8) If the foster is adopting the dog, click the “Foster Adopting” checkbox. 9) If you have retained frozen semen for the dog, select the “Frozen Semen” checkbox. 10)If you would like to keep the dog on the Stud list (males only) keep the “Keep on Stud List” checkbox selected. Otherwise, uncheck the box. 11)Click SAVE to save the retirement and return to the Breeding Menu or CLOSE to return without saving. Note: once a female has been officially Retired within the system, you will not be able to enter a Heat Start for her, or monitor her heat cycle should she come into heat after the status change was made. BREEDER PLACEMENT How to create a Breeder Keeper Record In order to place a dog with a breeder keeper, you will first need to determine if the person you are intending to place the dog with has already been entered into Reldog Lite as a person. To do this: 1) Exit the Breeding Menu and enter the People Menu 2) Search for the person you intend to place the dog with by click the downward-facing arrow and then beginning to type the person’s last name. If the name you are looking for is not in the list, you will need to add the person (see: Chapter X – People for information on adding new people). If the person you are looking for is in the list, proceed to Step 3. 3) From the People Menu, select CREATE/EDIT BREEDER KEEPER. The form that opens is a generalized Breeder Keeper application. You can utilize this form for your own breeder keeper selection process or you can choose not to use most of the form. Two components of this application which must be completed in order for the person to be eligible for breeder Commented [j10]: To be linked upon completion
  • 44. keeping are the elements located on Page 1 of this application (also known as the “Main Application” and whether or not the applicant was “accepted” to the program located on page two (also know as the “Application Detail” page). Once these elements have been successfully entered, you may SAVE to save the application and return to the Person Menu or you can CLOSE to return to the Person Menu without saving. Assigning a Breeder to a Breeder Keeper in Reldog Lite Once a person is in Reldog Lite and has been setup as a Breeder Keeper in the system, attaching that person to the dog is quite easy. To do this, click PLACE W BRD KEEPER in the Breeding Menu. Complete the required information in the form. Remember, to select a person’s name, double-click the box with blue text, select the person you are looking for then RETURN to save the person and complete the assignment. Editing or Ending a Breeder Keeper relationship To edit or end the breeder keeper relationship, select the breeder for which you need to make adjustments to the keeper relationship then click EDIT/END Placement. Select the current foster relationship then click EDIT to make adjustments to the current placement. To end the currently placement, enter an end date in the “End Date” field, then click SAVE to save and return to the Breeding Menu or CLOSE to return to the Breeding Menu without saving. If you ended the breeder keeper relationship, the dog is now available to place into a new/different home. See “Assigning a Breeder to a Breeder Keeper in Reldog Lite” for more information on placing a dog into the care of a Breeder Keeper. Please note: The ending of a relationship should only be done if the end of the relationship is permanent. It is also important to point out that if the relationship is ending because the dog is being retired, you should follow the steps outlined in Chapter X – Breeding: Retire a Breeder to appropriate end the breeder keeper relationship and make the correct adjustments to the dog’s status simultaneously. Entering/Editing Behavioral Information for Active Breeders It is important to enter behavioral incidences for dogs in your active breeding program. It will help you to track negative incidences such as aggression or protectiveness. To enter a behavioral incidence on a dog within your colony or to edit a preexisting behavioral incident on a dog which has already been entered, select Commented [j11]: To be linked upon completion.
  • 45. the dog for which you would like to enter an incident from the Breeding Menu then click the ENTER/EDIT BEHAVIOR INCIDENCE button. Enter a New Incident To enter a new incident , select the appropriate dog, select the ENTER INCIDENT button located on the lower left-hand side of the screen. Enter the required information requested on the Dog Behavior Incident form which appears then press SAVE to return to the Enter/Edit Screen or RETURN to close without saving. Edit an Existing Incident To enter an existing incident, select the incident you would like to view or change and then click the EDIT INCIDENT button. Make any changes you wish then click RETURN to save your changes and return to the Enter/Edit Incident menu. Delete an Incident In the unlikely and uncommon event that you should need to delete a behavioral incident on a dog, click the entry you wish to remove then select the DELETE INCIDENT button to delete the record entirely. Please note that once you delete the record you cannot get the record back so be extremely certain that you are selecting the right record on the right dog before you perform this function. PROGENY DATA Progeny From the Breeding Menu, the PROGENY button will generate a browse showing you all offspring of the dog you selected in the Breeding Menu. This browse will include the offspring’s name, the breeding pairing they resulted from, their DOB, sex, current status with the school, and the current medical rating on the dog. From this browse, you may select a dog and look at Temperament Evaluations which have been entered on individual offspring or you may wish to Browse Diagnoses entered for the dog you select within the browse. There are two filters at the top to allow you to sort by Program type or Current Status, if desired. Progeny Success The PROGENY SUCCESS button enables you to quickly identify the success of specific pairings. By selecting a dog from the Breeding Menu and then click the PROGENY SUCCESS button, Reldog Lite will compile a list of mating combinations that dog has been a part of and generate general information about the success of produced litters.
  • 46. The percentage of dogs “used” = (guides + breeders) / (released + guides + breeders) Health Production By selecting a dog from the Breeding Menu and then selecting the HEALTH PRODUCTION button, Reldog Lite will generate a browse containing diagnoses information entered on each offspring produced by the dog you selected. Information contained in this browse can be filtered by Pheno Category (also known as “systems”) or by the “count against” severity of the entries or by whether the dog was released as a result of the diagnoses. These filters may be used independently or may be used in combination to minimize the results of the query. To reset the filters, click the RESET button located to the left of the filters. Reasons for Release To get a quick snapshot of a dog’s offspring’s primary reasons for medical release from the program, select the dog whose offspring you wish to view and click “REL REASONS”. The system will generate a browse based on diagnoses which have been entered in Reldog Lite where the person entering the information indicated that the diagnoses is causing the dog to be released from the program. Please note that the system only utilizes Medical reasons for release for this function and does not utilize non-medical release recommendations in this section. BARBARA – I LOVE THIS FUNCTION, but there is a lot of ownership on multiple department’s team members to indicate that they are recommending the dog for release based on information they are entering in the system. At my school, for instance, the only area where the staff has that type of authority/ability is in the Medical Services Department and the only time they are entering it, at present, is for failed hips. I don’t think that we are utilizing this function to the best of our ability and could use some guidance on what step our medical services team is missing in order to be most effective as this spot. CANDIDATES Candidates TO BE WRITTEN BY GEB Candidates WOEBVs TO BE WRITTEN BY GEB
  • 47. COLONY DATA-Understanding Your Colony as a Whole Active Breeders By clicking the ACTIVE BREEDERS button from the Breeding Menu, Reldog Lite will compile a basic, simple browse design to show you a breakdown of your breeding colony. The browse will show you the breeds which are active in program and how many of each breed you have or have had in the program, broken down by sex. NOTE to BARBARA: I am not sure if this working properly as the system is indicating that we have 6 Female Golden Retrievers pending retirement and 2 Male Golden Retrievers due to retire. It’s also showing 85 female labs and 20 male labs due to retire. None of this information is accurate. We don’t have anywhere near that number of goldens in our colony and our “retirement pending” list is currently 2 dogs. Lastly, there is a “Goal’ number set here – but I have not found a spot where I can set this for our school. Stud Use Clicking the Stud Use button will give you a quick breakdown on the studs in your colony and the frequency with which you have used them over the course of the last six years. There is a < > Column that lists the number of litters bred but not yet whelped and these are included in the Total Column. This is a quick way of assessing if you are utilizing each stud equally. To view the litters, click BROWSE LITTERS, where you will see the dam, number of live pups and number of stillborn pups for each litter. Diseases Produced By clicking the DISEASES PRODUCED button in the Breeding Menu, Reldog Lite will compile a browse of all diagnoses entered into Reldog Lite for your entire colony; it is not limited to breeding stock. You are offered a number of filters which you may use independently or in combination to view specific diagnoses or affected systems. Health Trends The HEALTH TRENDS button will enable you to take a look at the diagnostic trends within your community over the past 13 years. Incidence by Diagnoses Year Similarly to DISEASES produced, the INCIDENCE BY DIAGNOSES YEAR breakdown individual diagnoses by individual year.
  • 48. Health Summaries Located in the lower left-hand corner of the Health Production Menu, Reldog Lite offers you another way to view offspring information. By clicking HEALTH SUMMARY DAM or HEALTH SUMMARY SIRE, Reldog Lite will streamline the results showing in the Health Production Menu by breaking down all diagnoses being shown by system and then indicating the number of dogs produced with issues assigned to each of those systems. The column headers “1, 2, 3, 4, and 5” is the level of severity of the diagnoses which was entered against a puppy – where 1 = very severe and 5 = very mild. WHERE IS THIS . Tools in the Breeding Menu Update Genetic Ratings TO BE WRITTEN BY GEB Generation Coefficient TO BE WRITTEN BY GEB Update Inbreeding TO BE WRITTEN BY GEB Import Inbreeding File TO BE WRITTEN BY GEB Import EVB File TO BE WRITTEN BY GEB Test Pedigree Any Dog See Heat Menu: Test Pedigree for more information Commented [j12]: To be linked upon conclusion
  • 49. Chapter 5 – The Dog Section About the Dog Menu The Dog Menu has been designed to give users a central location where they can find pieces of information about a dog’s life. While the dog’s lifespan should be managed in the appropriate modules, the Dog Menu can give users a brief snapshot of the dog over the course of the dog’s lifetime. Edit Dog Data The EDIT DOG DATA button gives users the opportunity to change key characteristics of a dog at your school. Whether this button functions or not for any individual user is managed by the Reldog System Administrator and most users will not have the authorization to edit a dog’s data in this form. The EDIT DOG DATA button should only be used by key personnel within an organization to make adjustments to data which may have been incorrectly entered through appropriate modules. Examples include a dog’s name, tattoo number or microchip number. If you are among the few users with permission to use this form: 1) Select the dog you wish to adjust information on from the dropdown list located in the upper left-hand corner of the Dog Menu. 2) Click EDIT DOG DATA 3) To edit a dog’s name (spelling or name change): a. Select the CHANGE NAME button located in the lower left-hand corner. i. Note: if the dog has already been placed with a raiser or a graduate, Reldog Lite will generate a warning message for you.
  • 50. b. From the form that appears, double click on the dog’s current name in the Call Name field. c. A new form will open where you may adjust the dog’s name. To do this, type the new name of the dog in field under “name search”. By typing the name in this field, the list to the left will scroll to the place in the alphabet where the name should be. i. If the name is not on the list, you will need to add the dog’s name to the list by completing the steps outlined in Chapter X: The Utilities Menu – Puppy Naming. d. Once you have found the name you want, select the name by double clicking it from the list on the left-hand side. This will highlight the name. e. Click DONE to save the change. 4) Changes to many of the other fields can be accomplished by simply editing the field. Once changes have been made, select SAVE_CLOSE to return to the Dog Menu. Changing a Dog’s Status A dog’s status should be properly managed through the appropriate module. For instance, a puppy’s entrance into the puppy program or its transition from “active puppy in the program” to “IFT” is managed through the Puppy Raising section (See Chapter X: Puppy Raising for more information). A dog’s graduation from “IFT” to “Active Graduate” is managed in the Client Services section (See Chapter X: Client Services for more information. And, lastly, a dog’s retirement or release from the any program may be managed from the module associated with the dog’s current lifecycle status. The CHANGE STATUS button located in the Dog Menu should only be used by key personnel to either correct a status change error or to assist with special circumstances where the dog may have reentered the program. It is important the use of this button be limited to personnel who understand the adjustments that are being made behind the scenes Reldog Lite such as your administrator. Commented [j1]: To be linked upon completion. Commented [j2]: To be linked upon completion. Commented [j3]: To be linked upon completion.
  • 51. Below is an overview of each button and its intended use. The Menu is broken down into four groups: Neonates/Puppy Program, Breeding Dogs, Training/Graduated Dogs and Ancestors/Non-Program Dogs. Neonate/Puppy Program  Stillborn or Neonate Died: Use this button to correct the status of a stillborn puppy or to enter the death of a neonate puppy.  Neonate Life: Use this button if a puppy was mistakenly entered as “deceased” and needs to be brought back to “living” status.  Release Neonate for Adoption: Use this button if a puppy, prior to puppy raiser placement, has been released from your program and has been made available for adoption.  Died when w Puppy Raiser: To enter the death of a puppy actively on your Puppy Raising Program.  Release from Pup Program: To enter a puppy’s release from the Puppy Raising Program (Please note that this button is an alternative location to managing this status. This action is more appropriately managed through the Puppy Raising Menu. See Chapter X: Puppy Raising – XXXXX for more information).  Gift/Sell Puppy to Other Organization: Use this button when a puppy has been exchanged or sold to another school or organization.  Litter Owner Placed Puppy: Use this button to record the placement of a puppy if you are working with a private breeder who has placed a puppy, rather than your organization having place the puppy.  Update to Breed Eval or Train: Used to bring a puppy from “Puppy Active in Program” to either “Breeder Evaluate” or “Active in Training” status. (Please note that this button is an alternative location to managing this status. This action is more appropriately managed through the Training Menu. See Chapter X: Training – XXX for more information). Breeding Dogs  Evaluate Dog as possible breeder: To change the status of a Puppy Program Active or Training Active to either Breeder Initial Evaluation. (Please note that this button is an alternative location to managing this status. This action is more appropriately managed through the Training Menu. See Chapter X: Training – XXX for more information.)  Update Possible Breeder Status to Breeder, Training, Release or Other School: Use this button to transition a Breeder Evaluate to “Breeding Active”, “Training Active”, “Released from Training” or to send the dog to another school. (Please note that this button is an alternative location to managing this status. This action is more appropriately managed through the Training Menu. See Chapter X: Training – XXX for more information. Commented [j4]: To be linked upon completion. Commented [j5]: To be linked upon completion. Commented [j6]: Barbara – please note that I am not confident in my information here. I am not sure where the “normal” spot is to manage a dog from active pup program or active in training to breeder eval. Commented [j7]: To be linked upon completion. Commented [j8]: To be linked upon completion.
  • 52.  Use dog not owned by us for breeding: To change the status of a dog from another organization to breeder, although that dog is not owned by your organization.  Eliminate breeder not owned: To remove a dog that is not owned by your organization from your list of breeding dogs.  Make male breeder appear on stud selection list regardless of status: By selecting this button, the dog will be made available in the male breeder dropdown lists despite a status which would ordinarily prohibit the dog from showing up on such lists. This might be used for dogs whose semen you have stored, and the dog has then gone into your training program. Although the dog has a Training Active status, he will continue to appear on your stud selection lists, since you have the option of breeding using his stored semen.  Update retired breeder saved progeny: There are two different statuses for retired breeders: Significant, which means that one or more of the breeder’s offspring became a breeder, and therefore the dog’s genes continue on in your colony OR Insignificant, which means that none of the breeder’s offspring became breeders. This button will toggle between those two statuses. You may have thought the dog would have a breeder offspring at the time he or she was retired and thus selected Significant, but it turns out not to be the case. With this button you can change that Significant status to Insignificant and vice versa.  Retire Breeder: Use this button to formally retire a breeder from your Breeding Program. )Please note that this button is an alternative location to managing this status. This action is more appropriately managed through the Breeding Menu. See Chapter X: Breeding – XXX for more information.) Training/Graduated Dogs  Reinstate Released Dog to Training: Utilize this button to reinstate a dog which was released from the training program. The dog’s “Active in Trianing” status will be restored. Please note that using this button will overwrite the dog’s status and the “status change date”.  Release dog from training: Used to release a dog from your training program. Will change the dog’s status from “Active in Training” to “Training – Released”. (Please note that this button is an alternative location to managing this status. This action is more appropriately managed through the Training Menu. See Chapter X: Training – XXX for more information.)  Graduate Dog with Client: Used to graduate a dog with the student it is presently matched to. (Please note that this button is an alternative location to managing this status. This action is more appropriately managed through the Client Services Menu. See Chapter X: Client Services – XXX for more information.)  Returned dog back in training: Reinstates a dog that was formerly an active dog with a client back into your training program. (Please note that Commented [j9]: Barbara please confirm this. Commented [j10]: To be linked upon completion. Commented [j11]: To be linked upon completion. Commented [j12]: To be linked upon completion.
  • 53. this button is an alternative location to managing this status. This action is more appropriately managed through the Client Services Section. See Chapter X: Client Services – XXX for more information.)  Retired graduated dog: To retire an active dog that had been with a client. (Please note that this button is an alternative location to managing this status. This action is more appropriately managed through the Client Services Section. See Chapter X: Client Services – XXX for more information.)  Training Dog Back to Pup Program: Utilize this button if a dog in your Training Program must return to a Puppy Raiser/Finishing Home. This function will change the dog’s status from Training Active to Pup Active in Program. This can also be used if a puppy’s status was changed to “Active in Training” in error. (Please note that this button is an alternative location to managing this status. This action is more appropriately managed through the Puppy Raising Services Menu. See Chapter X: Puppy Raising Services – XXX for more information.) Ancestors and Non-Program Dogs  Update Status for dogs at other organizations: Record the information you receive from other organizations about your dogs, such as when the dogs enter their Puppy Program, go into Training or graduate with a client. Dog Summary The dog summary button will give you a snapshot of the dog’s information such as the dog’s current status, current health rating, temperament notes, reason for release from your program, breeding information, dame and sire name, current location, death date and comments, among other things. Commented [j13]: To be linked upon completion. Commented [j14]: To be linked upon completion. Commented [j15]: To be linked upon completion.
  • 54. From the Dog Data Summary, you can view the dog’s pedigree, temporary sitter information, disease incidence, browse statuses the dog has had during it’s lifetime, edit death comments about the dog, browse a list of diagnoses entered on the dog or look at the dog’s litter mates and their health rating/training success. View Status/Edit Status Comment By utilizing the VIEW STATUS/EDIT STATUS COMMENT button, you can view a list of previous statuses held by the dog during its lifetime. The Comments section is particularly important when it comes to a dog’s reason for release from the program. From this menu, you also have the ability to edit a dog’s alternative career recommendation or to update/adjust the dog’s primary or secondary reason for release from the program. Update Reason End Active Status Once a dog has been released from your program, you may utilize the UPDATE REASON END ACTIVE STATUS button to adjust the primary or secondary reason for release from your program. From this menu, you also have the ability to enter, edit or delete additional, more specific reasons the dog was released, such as specific medical issues or behavioral concerns. Alternate Career/Placement Type This button will allow you to update or adjust the dog’s alternative placement recommendations or current career. “Alternative Career Recommendation” refers to the type of career which was recommended by your school at the time of release, while “Type of Placement” refers to the type of work the dog ultimately went on to do. This gives you the opportunity, should you choose, to understand more about dogs that may have been recommended for alternative careers, but ultimately were not accepted to the initially recommended career. Viewing a Dog’s Relationships The VIEW RELATIONSHIPS/ENTER/EDIT SPONSOR PAST RAISER REL button located in the lower left-hand corner of the screen enables users to easily view all relationships for the dog during its lifetime. Enter and Old Raiser Relationship Located within the VIEW RELATIONSHIPS/ENTER/EDIT SPONSOR PAST RAISER REL form, this form gives your organization the ability to enter historical raiser relationships should those relationships have been missed during the initial data load. This is of particular importance if your organization wishes to track dogs which have been placed with more than one raiser during its puppyhood. 1) Once you have selected a dog from the dropdown located in the upper left-hand corner of the Dog Menu form, click VIEW
  • 55. RELATIONSHIPS/ENTER/EDIT SPONSOR PAST RAISER REL to begin entering an old raiser relationship. 2) On the form that opens, click ENTER OLD RAISER RELATIONSHIP to enter a historical raiser relationship. a. Note: remember to double-click any field in blue to open the person selection window. Sponsoring a Dog Enter a new sponsor relationship Sponsor relationships may be added by: 1) Once you have selected a dog from the dropdown located in the upper left-hand corner of the Dog Menu form, click VIEW RELATIONSHIPS/ENTER/EDIT SPONSOR PAST RAISER REL to begin entering a sponsor relationship. 2) On the form that opens, click ENTER SPONSOR and follow the steps outlined in the form that follows. Please note that this feature is also available in the Puppy Raising Section as most schools manage sponsor relationships in or around the time of placing a puppy in the raiser home. See Chapter X: Puppy Raising – XXXX for more information on how to perform this function. Edit an existing sponsor relationships 1) Once you have selected a dog from the dropdown located in the upper left-hand corner of the Dog Menu form, click VIEW RELATIONSHIPS/ENTER/EDIT SPONSOR PAST RAISER REL to begin entering a sponsor relationship. 2) On the form that opens, click EDIT SPONSOR and follow the steps outlined in the form that follows. Viewing Family Information Siblings To view a list of siblings from a dog’s particular litter, select the dog from the dropdown Dog Name field, then click SIBLINGS. Reldog will generate a browse which shows the dog’s littermates. Indices Once you are to the point where you are calculating Estimated Breeding Values (EBV) for your colony and are importing that data, the Indices form will display any dog’s standings for traits as compared to all the other dogs in your colony. Depending on which traits you calculate EBVs for, you may need to change the design of the Indices form to display the data you need. Commented [j16]: To be linked up on completion.
  • 56. Pedigree To view a five-generation pedigree on any dog, select the dog from the dropdown Dog Name field, then click PEDIGREE. The system will automatically generate a five-generation pedigree. Pedigree Pheno By clicking PEDIGREE PHENO, Reldog will generate a three-generation pedigree that includes the percentage of incidence of selected traits in a particular ancestor’s offspring. Managing a Dog’s Relationships Place with Person To place a dog with a person, select the dog from the dropdown Dog Name field and then click PLACE WITH PERSON. This function should normally be managed in the section associated with the dog’s current status. The primary function of the PLACE WITH PERSON button should be managing a career changed/released dog’s placement. Place with Organization If your organization places a dog with another organization (such as with another school or with an alternative career organization), you can use the PLACE WITH ORGANIZATION button to place the dog with the appropriate organization. Updating a Dog’s Placement Update Placement The UPDATE PLACEMENT button will allow you change the specifics of the dog’s current relationship but will not allow you to change the person the dog is currently placed with. If you have accidentally placed a dog with the incorrect person, the appropriate way to handle this is to notify your system administrator of the error and to whom the dog should have been assigned. The administrator will fix the relationship in the backend so that the relationships are accurately recorded in the system. If you desire to end a current relationship and start a new one, follow the instructions outlined below under End Placement. End Placement The END PLACEMENT button should be used to end a current relationship with a person without adjusting the dog’s current status. For instance, if there is a puppy actively enrolled in the Puppy Program whose raiser is not working out, you will want to end the current raiser relationship and then place the dog with a new raiser. You can use the END PLACEMENT button to end the dog’s current relationship with the raiser and make it available for a new placement. To do Commented [j17]: Barbara – I attempted to place a dog which was released from training using this button was not successful. A window opened saying “You must first change the dog’s status….” Based on the window that popped up, I have the appropriate status on the dog to place the dog using this button. Commented [j18]: Barbara – this may be worthwhile to add as an option in the current Update Placement form. Presently, if someone makes a mistake and places the dog with the wrong person, they have to “end the relationship” and then enter the correct relationship. This presents a challenge on reports since the incorrect relationship is actually being permanently recorded in GEBRelationship.
  • 57. this, select the dog whose relationship you wish to end from the dropdown Dog Name field, then click END PLACEMENT. Enter some notes about the reason the relationship was ended. If there are special warnings about this person, click the “special warning about this person” box. Upon closing, the relationship will have been ended. You can either place the dog with a new person as outlined in this chapter (See Chapter X: The Dog Menu - Managing a Dog’s Relationships, Place with Person) or you can go to the section associated with the dog’s current status to do the dog’s new placement. Edit Donor Details This button is specifically for dogs which have been given to your organization. The EDIT DONOR DETAILS button will specifically allow you to enter details associated with the person or organization who donated the dog to your organization. Temporary Sitters At Temporary Sitter in Reldog is defined as a person with whom you place a dog temporarily – but its important to note that the dog’s status will NOT change. Instead, the feature is used to change the dog’s location and let you know that the dog is not currently in the location you might presume it to be. If you are attempting to place the dog into a Finishing Home, please do so utilizing the Puppy Raising Services Menu (See Chapter X: Puppy Raising – XXXX for more information on placing dogs with finishing homes) Enter Temporary Sitter To temporarily place a dog with a person without changing the status of the dog, click the ENTER TEMPORARY SITTER button. The form will walk you through the data that is required to move the dog to a location other than the one they are currently residing at. Please note that the relationship that you are creating using “Temporary Sitter” features in Reldog are not relationships which will be recorded in Reldog Lite. If you are looking for the system to save the relationship, please see Chapter X: Puppy Raising – XXXX for more information. View Temporary Sitter To view items such as contact information for the temporary sitter, click the VIEW TEMPORARY SITTER button. End Temporary Sitter To end the Temporary Relationship, click the END TEMPORARY SITTER button. They system will ask where the dog is going now that the relationship is ending. Select the dog’s new location from the dropdown menu and click SAVE to save and return to the Dog Menu or RETURN to return without saving. Commented [j19]: To be linked upon completion. Commented [j20]: To be linked upon completion. Commented [j21]: To be linked upon completion.
  • 58. Miscellaneous Items in the Dog Menu Print “Who Placed With” The PRINT “WHO PLACED WITH” button will generate a clean, printable report. This report will show the dog’s general information, who the dog is currently placed with (including contact information), sponsorships, and a snapshot of the dog’s previous relationships. How you utilize this type of report is up to your organization. Update Dog Location If your organization has more than one location, the UPDATE DOG LOCATION button will allow you to change the dog’s location from one place to another. The location choices that appear in the drop-down boxes on the left side of the form depend on the locations you entered by the system administrator at startup. See your system administrator if you require an option that is not currently listed in the drop-down. Non-Breeder Heat Cycles Entering non-breeder heats helps your Breeding Department gauge a female’s heat cycle length and will allow them to more accurately estimate when dogs
  • 59. may be available for breeding. (Heats for active breeding dogs are entered in the Breeding section. This is for entering heats only on dogs that are not breeders, but have not been spayed.) In most cases, your Puppy Program Department will manage entering non-breeder heat cycles. To do this, select the dog from the dropdown Dog Name field, then click NON-BREEDER HEAT CYCLE. Enter the information as it has been provided to you and then SAVE to close or RETURN to return to without saving. Find Dog (Fuzzy Search) Reldog Lite has a “fuzzy search” capability. This is a very flexible search system which can help you to find a dog with very little information. NOTE: Access recognizes an asterisk (*) as a wildcard. For instance, if you know a dog is a member of the J10 litter, you can use the asterisk to search for all dogs within that J10 litter by entering “*J10” into the Litter ID field of the fuzzy search. Reldog Lite will return all dog records ending in “J10”. a. Let’s say, for instance you are not sure if the dog you are searching for is under “Jen”, “Jenn”, “Jenny” or “Jennifer”. If you enter “Jen*” in Name field, Reldog Lite will return results for all records where the first name field begins with “Jen”. This will narrow the results of your search and make it easier to find the dog you need. b. Entering as much information as you have will help to keep search results narrow. Practice using this invaluable feature with dogs you know so you can learn to use this search to the fullest! Entering Dogs into Reldog Entering new dogs is restricted to key personnel by the Reldog Lite System Administrator. If you do not have this level of permission, the buttons that take you to forms for entering new dogs will be grayed out. Please see your system administrator if you believe you require this level of access. Enter New Dog ENTER NEW DOG should be utilized to enter individual dogs that were not bred by your school. Please note that entering dogs in this way will not generate litter relationships. It is intended for individual dogs entering your school, usually with no siblings. To enter a new dog: 1) Click ENTER NEW DOG 2) Complete the Enter New Dog form as completely as possible. Change the information in the Donated By, Owned, or Bred By fields by double- clicking in the field you would like to change. From the person search, select the person or school who gave you the dog. If the person you are attempting to find is not on the list, you will need to add them by following the directions outlined in Chapter X: The Person Menu – Entering a New Person. 3) Once you have entered information into the form completely, SAVE to save and close or CLOSE to return without saving. Commented [j22]: To be linked upon completion.
  • 60. Managing Outside Litters Add Outside Litter In scenarios where your organization is accepting a litter of dogs from a breeder or family outside of your organization, use the ADD OUTSIDE LITTER button to manage the litter. Note: You will need to enter the dam and sire of the litter by following the directions outlined above in Enter New Dog before you will be able to complete the acceptance/entrance of a litter of pups. When entering information on the Sire, you will need to select “on stud list” in order for the male to be available on the stud selection list outlined in step 1a below. 1) Enter the information requested in the Enter Outside Litter form as completely as possible. a. Sire and Dam information can be entered by double-clicking the field and selecting the dog’s name from the dropdown list. 2) Once you have entered all information associated with the litter, select SAVE to move on to entering individual dog information. 3) Complete the form completely for each puppy within the litter. Edit Outside Litter Once you have entered an outside litter, you can make adjustments to the litter by clicking the EDIT OUTSIDE LITTER button in the Dog Menu. 1) Select the litter which you intend to edit by clicking the litter. 2) Using the buttons located at the bottom of the Outside Litter Whelp Menu, make the appropriate adjustments to the donated litter. a. ENTER PUP BORN: to add a pup to the litter. b. EDIT PUP BORN: to adjust information already entered on a particular pup. c. BROWSE LITTER: to review the litter mates and information which has been entered for each. d. EDIT LITTER DATA: to edit information about the litter. e. EDIT WE ARE GETTING PUPS: If the litter was previously entered as “we are NOT getting pups from this litter”, this button will switch the status of the litter from “No, we are not getting pups from this litter” to “Yes, we ARE getting pups from this litter. f. EDIT WE ARE NOT GETTING: If the litter was previously entered as “we ARE getting pups from this litter”, this button will switch the status of the litter from “Yes, we are not getting pups from this litter” to “No, we are NOT getting pups from this litter. Enter Our Old Litters The ENTER OUR OLD LITTERS button is intended to ONLY be utilized during the initial data loading process at your school. This function should be used to enter all litters which were born at your school. By entering your data in this very robust form, Reldog Lite will automatically generate previous relationships held between a dog and a person at the school, such as the raiser relationship
  • 61. information for a dog that is currently an active guide dog. It is imperative that this function only be used by the organization’s System Administrator in the fashion outlined in the Reldog Lite Administrator’s Guide: Step 14 -Establish a Data Entry Plan for Dog Data.
  • 62. Chapter 1 The People Section The Person/Organization Menu The people section is where you enter new people or organizations and manage their relationships with your school. The ability to enter new people or organizations is set by the Reldog Lite administrator. It is important for organizations to limit the number of people who can enter new people and organizations, to limit the likelihood of duplicate entries being made. Only those personnel who have a regular need to enter new people should have this type of permission. If you open the Person/Organization Menu and the ENTER NEW PERSON and ENTER NEW ORGANIZATION buttons are grayed out, it means that your user ID was not set to have this level of permission. See your Reldog Administrator if you believe you need permission to perform these functions. All users have permission to edit existing person or Organization information. Best Practices When Entering New People/Organizations 1. There are rules/guidelines associated with Addresses in Reldog which are imperative for data management and the system’s ability to check for duplicate entries. a. Street addresses:  Streets, Avenues, Boulevards, Courts, etc. must ALWAYS be spelled out accurately. The important thing is that data is entered consistently by everyone performing this function, and therefore NO abbreviations should ever be used (i.e.: St., Ave., Blvd., Ct., etc.). b. Numbered Streets  Numbered streets should always be entered as the street as it sounds with no spaces in between. (i.e.: 21st, 3rd, 52nd) c. Directions  Directional indicators for street addresses such as North, South, East and West should be entered as ONLY the first letter: N, S, E, W  Additional rules can be found by selecting the “?” box located in the upper left hand corner of the Add New Person form. Entering a new person 1) Open the PERSON/ORGANIZATION MENU by selecting PEOPLE from the Reldog Lite (Live ) Main Menu. 2) In the upper left-hand corner of the PERSON/ORGANIZATION MENU, click on “CREATE NEW PERSON RECORD” to begin.
  • 63. 3) In the FIND A PERSON BY A PHONE NUMBER form, enter the person’s phone number (excluding area code!) in the upper right-hand corner of the screen and click SEARCH. If your phone number format uses a dash, you should enter the number in this field including the dash (i.e. 555-5555). 4) A small window will pop up to indicate that RDL has checked the database for the number you have entered. Click OK. a) NOTE: This step is very important to maintain data accuracy and enable the software to identify potential duplicate entries. Entering a client’s real number at this point is crucial to the search process. 5) If there is already an existing record in the database with the same phone number, SEARCH will yield some records in the current window and give you option to either use one of the people already in the list or to add the person anyway. If the display window is blank, it means that there are no duplicates. 6) Click CONTINUE to open the ENTER NEW PERSON duplicate checking form. a) Enter FIRST name, LAST name and all ADDRESS information then select CHECK FOR DUPLICATES. This will scan the entire database for duplicates by: i) Same First and Last Name OR ii) Same Last Name AND City, State/Province OR iii) Same Line 1 Address
  • 64. 7) If no duplicates are found, the ADD NEW PERSON entry form opens pre- populated with the data from the previous form. If there ARE duplicates, a window will open requiring additional action as illustrated below. 8) Assuming that you have not experienced a duplicate, enter the rest of the new person’s information. Enter data in as many fields as possible in this form, but at a minimum you must fill in the Primary Salutation and Sex field. a) NOTE: Whatever phone number you enter in this form will be designated as the primary number for this person as well as being stored as the type of number you choose from the drop-down list (home, work, etc.). In this form you should enter whichever phone number is the best way to reach this person, whether that is home, work, cell, etc.
  • 65. 9) Once complete, click SAVE and the form to enter additional phone numbers, email addresses, etc. will open. 10) Reldog Lite will give you the option to save as many contact addresses as you would like. This is particularly helpful if you are entering someone who resides part of the year in one residence and another part of the year in another residence, or if the person has multiple email addresses. a) Select the type of address that you are entering from the Address Type drop-down box in the left-hand side window. b) Enter the complete address you would like to enter. c) You may enter notes about the address/residence in the Memo section if you like (i.e., “This is a winter address, used only from December through March”.) d) To enter another address, click the button located at the bottom of the Address window. This will give you a new record where you may enter additional alternative addresses. 11) Similarly, you can enter additional phone numbers on the right-hand side of the form utilizing the same process you followed to enter multiple
  • 66. addresses. You many have to use the scroll bar to get to a blank line if you have entered many phone numbers. a) NOTE: Only one phone number of a specific type is allowed per person. You cannot save 2 records identified as W1 (primary work number). You will make the second work number W2 (secondary work number). 12) Once you have completed entering the contact information you wish to include, select the RETURN button to return to the PEOPLE menu. Create a New Organization To enter a new organization, select the ENTER NEW ORGANIZATION button on the Person/Organization Menu. 1) Open the Person/Organization Menu by selecting PEOPLE from the Reldog Lite (Live ) Main Menu. 2) In the left-hand column of the Person/Organization Menu, click on CREATE NEW ORGANIZATION to begin. 3) In the FIND A PERSON BY A PHONE NUMBER form, enter the organization’s phone number (excluding area code!) in the upper right- hand corner of the screen and click SEARCH. 4) A small window will pop up to indicate that RDL has checked the database for the number you have entered. Click OK.. a) NOTE: This step is very important to maintain data accuracy and enable the software to identify potential duplicate entries. Entering a real telephone number at this point is crucial to the search process. 5) If there is already an existing record in the database with the same phone number, SEARCH will yield some records in the current window and give you the option to either use one of the records already in the list or to add the organization anyway. If the display window is blank, it means that there are no duplicates. 6) Click CONTINUE to open the Enter New Organization/Business duplicate checking form. Enter ORGANIZATION name and ADDRESS information then click CHECK FOR DUPLICATES. This will scan the entire database for duplicates by: i) Same First and Last Name OR ii) Same Last Name AND City, State/Province OR iii) Same Line 1 Address
  • 67. 7) If there are no duplicates, the Enter New Organization/Business form opens pre-populated with the data you entered in the previous window. If there ARE duplicates, a window will open requiring additional action. 8) Assuming that you have not experienced a duplicate, enter the new organization’s information. Be sure to select the type of business from the Type dropdown list located below the “Organization” field. 9) Enter the person to whom letters would be addressed in the “Primary” field. 10) Once this form is complete click SAVE and the form to enter additional phone numbers, email addresses, etc. will open. 11) Reldog Lite will give you the option to save as many contact addresses as you would like. a) Select the type of address that you are entering from the Address Type drop-down list in the left-hand window. b) Enter the complete address you would like to enter. c) You may enter notes about the address/residence in the Memo section if you like. d) To enter another address, click the button located at the bottom of the Address window. This will give you a new record where you may enter additional alternative addresses. 12) Similarly, you can enter additional phone numbers on the right-hand side of the form utilizing the same process you followed to enter multiple addresses. You many have to use the scroll bar to get to a blank line if you have entered many phone numbers. a) NOTE: Only one phone number of a specific type is allowed per person or organization. You cannot save 2 records identified as W1 (primary work number). You will make the second work number W2 (secondary work number). 13) Once you have completed entering the contact information you wish to include, select the RETURN button to return to the Person/Organization Menu.
  • 68. When Entering a Veterinarian Reldog Lite gives you a way to manage Vet Hospital Information, if your organization would like to retain information specific to the relationships you keep with veterinarians. To access this form, select the veterinarian from the Last Name field on the Person/Organization Menu and click VET HOSP DETAILS. Enter any information about the Vet Hospital that you wish to keep then press SAVE to save and return to the Person/Organization Menu or RETURN to return without saving. Viewing Relationships People Have Reldog Lite allows you to easily access a list of relationships that a person has or had in the past with your organization. To view this information: 1) Select the person whose information you would like to see from the Last Name dropdown box on the Person/Organization Menu. 2) Click the RELATIONSHIPS W US button in the left-hand column. 3) The form that opens will show you the details of each relationship a person has with the school. The system will only show you one type of relationship at a time. If a person has had more than one type of relationship you will be able to select the type of relationship you want to see from the “View” field. Relationships of that type will be displayed in the window below. Only relationship types applicable to that will appear in the dropdown list. Editing Contact Information You can easily edit a person’s name, address or phone number. Viewing and Editing Contact Information You can easily view or edit a person or organization’s contact information. Please note that these instructions specifically address viewing and changing a person’s contact information from the Person/Organization Menu. While all personnel are welcome to edit this type of information from this window, there are buttons set up within departments (i.e. Puppy Raising Department, Graduate
  • 69. Services Department, etc.) which have been established to manage this information from within your own department. Viewing a Person’s Contact Information To view a person’s contact information from the Person/Organization Menu, select the person’s name from the Last Name drop down field. Reldog will populate their current contact information into the fields on the form. Information contained within these fields may be copy and pasted for your convenience. Editing a Person’s Name or Address To edit a person’s name or address, click the EDIT NAME/ADDRESS button located in the left-hand column. This will open a form where you can view the data you wish to edit. After you have updated the data, select RETURN to save your changes and return to the Person/Organization Menu. Hit your Escape key before returning to the Menu if you do not want to save the changes you made. Editing a Person’s Phone Number or Email Address To edit a person’s phone number or email address, select the person from the Last Name dropdown field and then click EDIT PHONE/EMAIL located in the left- hand column. This will open a form where you can view the data you wish to edit. After you have updated the data, select RETURN to save your changes and return to the People Menu. Editing an Organization’s Contact Information Viewing an Organization’s Contact Information To view an organization’s contact information from the Person/Organization Menu, select the organization’s name from the Last Name drop down field. Reldog will populate the form with the organization’s current contact information. Information contained within the fields on this form may be copy and pasted for your convenience, but you will need to go to the edit form to make permanent changes to the organization’s record. Editing an Organization’s Name or Address To edit an organization’s name or address, click EDIT NAME/ADDRESS in the left-hand column. This will open a form where you can view the data you wish to edit. After you have updated the data, select RETURN to return to the People Menu. Hit your Escape key before returning to the Menu if you do not want to save the changes you made. Editing an Organization’s Phone Number or Email Address To edit an organization’s phone number or email address, select the organization from the Last Name dropdown field and click EDIT PHONE/EMAIL in the left- hand column. This will open a form where you can view the data you wish to
  • 70. edit. After you have updated the data, select RETURN to return to the People Menu. Finding a Person By Email Address If you have a person’s email address but do not know to whom the email address belongs, you can search for a person by email address. Click FIND EMAIL in the left-hand column of the Person/Organization Menu. In the E-Mail Address field you can start typing the email address and the system will fast-forward to the email in the system that matches what you have typed. When you select an email from the drop down list, the system will populate the form with the person’s information for your review. Using a “Fuzzy Search” You can find a person by First, Last, Address, City, State, Zip, or any other conventional method using the “Fuzzy Search” in Reldog Lite. For instance, if you know a person’s name is “Jennifer” and know her last name starts with an “S”, you can use the fuzzy search to find the person. 1) Select FIND PERSON from the Person/Organization Menu. This will open a Find Person search form. 2) Enter search criteria in the form provided. The system is wildcard enabled, which means that you can use an asterisk (*) to hold the place of any character. 3) Let’s say, for instance you are not sure if the person you are searching for is under “Jen”, “Jenn”, “Jenny” or “Jennifer”. If you enter “Jen*” in the First Name field and “S*” in the Last Name field, Reldog Lite will return results for all records where the first name field starts with “Jen” and whose records have a last name starting with “S” – meaning the system will return “Jen Smith, Jenny Solitude, Jennifer Sarigety, etc”. This will narrow down the records you see substantially so you may find the person you need. 4) Entering as much information as possible will help to keep search results narrow. Practice using this invaluable feature with people you know so you will be able to use this search function to the fullest! Cross References About Cross References NEED SOME GUIDANCE HERE FROM GEB – I KNOW I HAVE THIS INFORMATION WRONG. By entering a new person as a cross reference to an existing person in your database, you are establishing that all relationships will be made to the original person, not the cross referenced person. One example of when this is important is if two people in one household are raising a puppy together. You may want to
  • 71. have both people in your database, but by making one of them a cross reference to the first one, then any time you are entering relationship information that will be connected to the same person, not split between the two. If some of your puppy information were connected to one individual and some of it connected to a different individual, it would be difficult to get a complete picture of the puppy’s history. Another example would be an organization. You would enter the organization as a New Organization. Then enter individuals related to that company as cross references to the company, rather than as new individual people. If they are in your database because of their relation to the company and they are entered as a cross reference to it, then any time one of those cross referenced records is selected it will revert to the organization, to which the relationships are actually tied Enter cross references if it is likely that the person may be used in a relationship or will be looked up. For example, let’s pretend that John Smith is a representative of ABC Bank, which does business with your organization. ABC Bank would be the primary record, and John Smith would be a cross reference, because whenever you deal with John Smith it is as a representative of ABC Bank. If John Smith were to contact your organization about sponsorship of a dog, that sponsorship would be registered with the organization ABC Bank, not John Smith personally, as ABC Bank is the primary person and John Smith is the cross reference. Entering Cross References 1) On the Person/Organization Menu select the record of the primary person/organization from the Last Name dropdown list (in the example above, ABC Bank is the “primary”). 2) In the Enter Cross Ref form that opens, enter the name of the person who will be cross referenced to the primary. (In the example above, “John Smith” is this person.) 3) When you have completed your entry, press SAVE to save and return to the Person/Organization Menu or RETURN to return without saving. 4) By making your cross reference (John Smith), Reldog has now blocked that person from relationships and will automatically attach any relationships to the primary person (in our example, John Smith could not be personally attached to the dog’s sponsorship – Reldog will default the sponsorship to ABC Bank). Editing Existing Cross References To edit a cross referenced person’s information: 1) On the Person/Organization Menu select the cross-referenced person from the Last Name dropdown list, then click EDIT CROSS REFERENCE. 2) On the Edit Cross Ref form make the needed changes to the contact data. 3) Click RETURN when finished to save your changes and return to the People Menu.
  • 72. Deleting Cross References 1) On the Person/Organization Menu select the person you wish to delete as a cross reference from the Last Name dropdown list. 2) Click DELETE CROSS REFERENCE. 3) Once you have confirmed you really want to delete this cross reference, select DELETE. Secondary People Secondary people are people with a relationship to another person but who will likely never be looked up individually. Minor children or spouses are very common as secondary people. People which have been entered as a secondary person are entered as such for informational purposes only and cannot be searched for. Secondary people are a great way to flesh out information about a student or graduate because you will know minor details about the people who are in their lives, but who do not have a direct relationship with the school. Entering a Secondary Person To enter a secondary person: 1) On the Person/Organization Menu select the primary person for whom you would like to enter a secondary person from the Last Name dropdown list. 2) Click ENTER SECONDARY PERSON located in the center column. 3) On the Secondary Person Data form enter your information and click SAVE to save and return or RETURN to return without saving. Editing Secondary People To view and edit secondary people: 1) On the Person/Organization Menu select the primary person to whom the secondary person is attached from the Last Name dropdown list. 2) Click EDIT SECONDARY PERSON to view a list of secondary people associated with this person. 3) Select the secondary person whose information you would like to edit then click EDIT. 4) Complete the information in the Secondary Person Data form and then RETURN to save your changes and return to the previous menu. Deleting Secondary People To delete a secondary person: 1) Follow the steps outlined under Secondary People: Editing Secondary People Steps 1 & 2 2) Click DELETE located on the lower left-hand corner of the form. Managing a Person’s Relationship to the School In Reldog Lite, you can easily manage a person’s relationship with your school and, more importantly, to your dogs. From the Person/Organization menu, you
  • 73. will categorize people in your database as Clients, Puppy Raisers, Breeder Keepers/Hosts and Employees. Employees Creating new Job Positions The list of jobs in Reldog is set by your Reldog Administrator. As positions are added, changed, or deleted, the system administrator will be responsible for maintaining the job list in Reldog Lite. If you are attempting to add or edit employee information and do not see the job title you need to successfully make a person an employee, please contact your system administrator. Make/Edit Person Employee Once you have added a person into Reldog Lite (see Entering a New Person for more information), you will need to tell Reldog Lite that this person is an employee of your organization. To do this: 1) On the Person/Organization Menu select the person from the Last Name dropdown menu. 2) Click MAKE/EDIT PERSON EMPLOYEE. 3) Enter the information requested by the form. Initials is a required field and must be unique to each employee, so it may be helpful to use:  the first letter of persons first, middle and last name or  a combination of the first two letters of the person’s first name and one letter from the last name or  one initial from the person’s first name and two initials from the person’s last name to give yourself the greatest likelihood that you will not create a duplicate abbreviation. 4) Once you have completed the form click SAVE to save and close or CLOSE to close without saving. Assign Employee a Job After you have made a person an employee (See Make/Edit Person Employee), you must assign the person a job. To do this: 1) On the Person/Organization Menu select the person from the Last Name dropdown menu. 2) Click ASSIGN EMPLOYEE A JOB. 3) In the Start New Position form, enter the information requested starting with Department, then Sub-Department and finally Position (the choices that appear in the SubDepartment field are dependent on your choice of Department and the choices that appear in the Position field are dependent on your choice of SubDepartment.) 4) When you have completed the form, press SAVE to save and return to the People Menu or CLOSE to return without saving. Commented [j1]: To be linked upon completion. Commented [j2]: To be linked upon completion.
  • 74. Edit/End Employee Job If an employee changes jobs within your company or ceases their employment entirely, the EDIT/END EMPLOYEE JOB button will be key to managing employees on your roster. To edit or end an employee’s job: 1) On the Person/Organization Menu select the person from the Last Name dropdown menu. 2) Click EDIT/END EMPLOYEE JOB. 3) The Browse Positions form will open showing the employee’s current and previous positions. Select the position held by the employee which you would like to edit or end. To Edit If you need to correct the employee’s current position, select EDIT POSITON and adjust the position in the Edit Position form. Please note that if a person is promoted/demoted that you should end the current job title and begin the new one, rather than editing the current position. This will then keep a record of the start and end dates of each of the employee’s positions, whereas editing the current position will not create an end date for the old position & a start date for the new one. (See Edit/End Employee Job: To End for more details) To End Should a person be promoted or demoted within your company or should they be leaving the company entirely, you will want to end their current relationship to their position. After completing the steps outlined in Edit/End Employee Job, select END POSITION on the Browse Positions form and enter the information requested on the END Employee Position form. If you are ending the position because the person’s employment has been terminated, select the “Is Employee Terminating Employment” checkbox to remove the person from the employee roster. Rehire Past Employee Once an employee has terminated their employment, you can easily re-hire them by completing the following steps: 1) On the Person/Organization Menu select the person’s name from the Last Name dropdown list. 2) Click REHIRE PAST EMPLOYEE. In the Comments field enter any information you feel may be pertinent to the person’s rehire, then click SAVE to save and return or CLOSE to return without saving. View Employees You can easily view a list of current employees by clicking VIEW EMPLOYEES located in the lower right-hand corner of the Person/Organization Menu. By using the filters located in the upper right hand corner of the Browse Current Staff screen, you can filter the list to show employees within certain departments. This
  • 75. list can be printed by go to FilePrint. Adjustments to the page orientation can be made by going to FilePage Setup. Create/Edit Client Records Information about Creating/Editing Client Records can be found in Chapter XX: Client Services. Create/Edit Puppy Raiser Information about Creating/Editing Puppy Raiser Applications can be found in Chapter XX: Puppy Raising Services. Create/Edit Breeder Keeper Information about Creating/Editing Breeder Keeper/Hosting can be found in Chapter XX: Breeding. Commented [j3]: To be linked upon completion Commented [j4]: To be linked upon completion. Commented [j5]: To be linked upon completion.
  • 76. Chapter 7 – Training The Training Menu From the Training Menu, you will have the ability to do a number of things related to everyday training activities. We will go through each element of this menu and teach you how to use them. About the Training Menu Located in the top portion of the available window, the Menu is intended to give you a quick snapshot of the dog that you have selected. RelDog Lite gives the Training Department two ways to find dogs in its system. You can either view only the dogs that are active in the training program or, if you have a need for it, you can view all dogs who have been in the program in the past 15 years. You may select a dog from either dropdown and the dog’s basic information will be populated into the fields immediately below. NOTE: RelDog Lite uses unique identifiers for each dog and does not permit dogs with duplicate tattoos. This is extremely important as it helps the organization reduce duplicate entries. As such, the tattooing system in RelDog Lite includes the dog’s number, Litter Letter, and TWO DIGIT year. While your organization may physically tattoo your dog’s with a 3-4 digit number letter combination, Reldog Lite utilizes this 4-5 digit method. Why? A 3-4 digit tattoo system will duplicate every 10 years. For example, dog #1 in the A litter in 1999 (tattoo = 1A9) will duplicate itself in 2009 when the first puppy of the A litter is born. As such, including the last two digits of the birth year eliminates this issue. Managing Instructor Teams It is best practice to identify one person whose responsibility it is to create and edit instructor teams. In order to assign a dog to an IFT dog to an instructor, you will first need to establish your instructor teams. Trainer teams cannot be created until the organization has determined its class schedule as each training team is assigned to theoretical class. Class dates are management either by your System Administrator or by the head of your Admissions Department. If no class schedule has been determined, please see your system Administrator. Creating Instructor Teams 1) From the Dog Menu, select the CREATE INSTRUCTOR TEAMS button located on the lower left-hand side of the menu. 2) Select the class for which the instructor team is preparing.
  • 77. 3) Enter the team’s name, number or other identifier your organization uses to delineate teams (this may simply be a listing of the last names of the trainers in this team). 4) Enter the approximate date trainers will begin training dogs within this string 5) Press SAVE to save and return or RETURN to return without saving. Viewing/Editing Instructor Teams To adjust Instructor Teams which have already been established: 1) Select the VIEW/EDIT INSTRUCTOR TEAMS button located on the lower left-hand side of the Training Menu. 2) Select the training team you wish to edit by clicking it and then selecting the EDIT INSTRUCTOR TEAM button located on the lower left-hand side of the screen. 3) Adjust the team as needed then click RETURN to save your changes and return to the Browse Instructor Teams Menu. 4) Click RETURN to return the Training Menu. Deleting Instructor Teams There is no front-end way to delete instructor teams. Be sure that you are entering accurate information and not duplicating teams. Should you require a team to be deleted, contact your system administrator to resolve the duplicate. Managing Dog Assignments Assigning a Dog to an Instructor Once instructor teams have been established, you will want to regularly assign new IFT dogs and “passed back” dogs to the instructor who is responsible for their training. 1. To assign a dog to a particular instructor, select the dog from the dropdown menu located in the Dog Menu. 2. Select the ASSIGN INSTRUCTORS button located in the upper left hand corner of the lower half of the screen. 3. From the screen that opens, enter the date you are making the adjustment 4. Select the trainer you are assigning the dog to from the drop-down menu. 5. Select the class you are aiming to prepare the dog for. 6. Press “SAVE”. 7. Once you have completed this step, the dog’s profile will display the trainer to which the dog has been assigned in the “Instructor” field. Editing a Dog’s Trainer Assignment Should a dog’s assigned trainer need to be edited, simply select the dog from the dropdown menu and repeat the steps identified in Managing Dog Assignments:
  • 78. Assigning a Dog to an Instructor. Reldog Lite will overwrite the old, incorrect assignment with the new, correct trainer assignment. Browsing Dogs In For Training Reldog Lite gives users the ability to view all IFT dogs in two ways: 1) By Instructor 2) Alphabetically By Instructor By clicking DOGS BY INSTRUCTOR from the Training Menu, you can view IFT dogs (TRNAct) or Dogs Returned Into Training (TRNRtnGd) which currently reside on campus. It is important to note that a dog will not be available on this list if the dog has not been assigned to a trainer. If you notice a dog is not showing on the list, return to the Training Menu, select the dog and complete the steps outlined under Managing Dog Assignments: Assigning a Dog to an Instructor. Dogs on this list are ordered, automatically, to be sorted with dog’s which have been in the kennel the longest on top (descending date order). You are able to refine the dogs which show on the list by utilizing the filters available in the upper right-hand corner of the screen. These filters will enable you to show only dogs within a particular string or who have been assigned to a specific instructor. Using Filters Filter by Status In the Browse Dogs by Instructor window, only two types of status’ are available since the system is expecting you to be looking for dogs which are assigned to instructors: TRNAct (active in Training) and TRNRtnGd (Dogs which were once placed with a graduate who have been returned to the school). You can select either of these from the dropdown to reduce the list to dogs which hold either status and to exclude dogs which do not fall into the category you wish to see. Filter by Trainer Assigned In the upper right hand corner of the screen, select a trainer from the drop down box labeled “INSTRUCTOR”. By selecting a name from the drop down list, the browse will be filtered to ONLY show you dogs that are in that particular trainer’s string. Filter by Training Team By selecting a training team from the drop-down menu, you will be able to view all the dogs that have been assigned to a particular training string.
  • 79. Applying Multiple Filters RelDog Lite allows you to apply as many filters as you need to drill down to a specific group. For instance, if you only wanted to view “TRNRtnGd” assigned to one particular training team, you would first select “TRNRtnGd” from the “Status” field filter, then the training team you wish to view from the TRAINING TEAM filter. This will narrow the list of dogs down to reflect only dogs that are TRNRtnGd and assigned to a specific team. Most of the time, you will use only one filter at a time in this particular window. Viewing Dogs Alphabetically By clicking DOGS ALPHABETICAL from the Training Menu, you can view IFT dogs (TRNAct), Breeder Initial Evaluations (BRDIniEval), Training Released (TRNRel) or Dogs Returned Into Training (TRNRtnGd) which currently reside on campus. It is important to note that a dog will not be available on this list if the dog has not been assigned to a trainer. If you notice a dog is not showing on the list, return to the Training Menu, select the dog and complete the steps outlined under Managing Dog Assignments: Assigning a Dog to an Instructor. Dogs on this list are ordered, automatically, to be sorted alphabetically by the dog’s name. You are able to refine the dogs which show on the list by utilizing the filters available in the upper right-hand corner of the screen. These filters will enable you to show only dogs within a particular string or who have been assigned to a specific instructor. Using Filters Filter by Status In the Browse Dogs by Instructor window, there are four types of status’ are available: TRNAct (active in Training) and TRNRtnGd (Dogs which were once placed with a graduate who have been returned to the school), Breeders Pending Initial Evaluation (BRDIniEval) and Released from Training (TRNRel). You can select either of these from the dropdown to reduce the list to dogs which hold either status and to exclude dogs which do not fall into the category you wish to see. Filter by Training Team By selecting a training team from the drop-down menu, you will be able to view all the dogs that have been assigned to a particular training string.
  • 80. Applying Multiple Filters Reldog Lite allows you to apply as many filters as you need to drill down to a specific group. For instance, if you only wanted to view “TRNAct” assigned to one particular training team, you would first select “TRNAct” from the “Status” field filter, then the training team you wish to view from the “Training Team” filter. This will narrow the list of dogs down to reflect only dogs that are TRNAct and assigned to a specific team. Most of the time, you will use only one filter at a time in this particular window. The Training Process The buttons located in the center column of the training menu provide the training department with the ability to enter training start dates, training and behavioral reports and enable trainers to review training and behavioral reports previously entered by other trainers who may have worked with a particular dog. Enter/Edit Training Start Date To officially begin a dog’s training, a dog must have a training start date entered to its record. To do this, select the ENTER/EDIT TRAINING START DATE button located at the top of the center column. A window will appear requiring the date that you are beginning training. Save the start date and you have completed the process. Behavior Checklists The behavior checklist is a checklist that has been designed to objectively rate a dogs behavior. Your school will want to establish the intervals at which this assessment will be used to get the greatest benefit. Enter Behavior Checklist 1) Select the ENTER BEHAVIOR CHECKLIST button. From the window that opens, select the name of the trainer filling out the report, enter the date that the assessment is being conducted and select the phase of training for which the checklist is being submitted from the drop-down list on the right hand corner of the form. 2) The behavior checklist utilizes a scoring scale of “Absent”, “Very Mild (VMild)”, “Mild”, “Moderate”, “Severe” and “N/A”. Commented [j1]: The Header of the form is called "BEHAVIOR CHECKLIST" while the button in the menu is ENTER or ENTER/EDIT TEMPERAMENT EVALUATION. Which do we want to use through out?
  • 81. 3) Answer each of the questions on the Behavior Checklist utilizing this scale. Each question, by default, is pre-set as “N/A”. a. NOTE: To the left of each element of the Behavior Checklist there is a yellow exclamation point which may be clicked to provide you with some guidance on how best to answer any question posed by the checklist. 4) Should any particular element of the checklist be a reason that you would recommend a dog for release from the program, it will be important for you to click the box on the very far right of the screen which indicates that this particular element is a “Reason for Release” from the training program. 5) Once finished, you may either RETURN WITHOUT SAVING or SAVE AND RETURN to go back to the Training Menu. Editing an Existing Behavior Checklist To edit previous Behavior Checklists, select the EDIT BEHAVIOR CHECKLIST button. On the following screen, RelDog Lite will list all behavior checklists previously entered for that particular dog. Select the behavior checklist you are attempting to alter by selecting the grey bar immediately to the left of the record. The black right-facing arrow will move to the record you have selected. To alter the record, select the EDIT button located on lower right-hand corner of the screen. This will open the original Behavior Checklist where you can make your adjustments and save the changes. Reviewing Dogs Needing Behavior Checklist RelDog Lite is designed to allow trainers to review all dogs requiring a Behavioral Assessment. To review a list of dogs who have not yet completed a Behavior Checklist, select the DOGS NEEDING BEHAVIOR CHECKLIST button. The window that opens will list each dog that has not yet completed a behavioral assessment. RelDog Lite’s “Best Practice” is that every dog should undergo at least one behavior assessment during its training. As such, dogs will remain on this list until a Behavioral Checklist has been completed. Training Reports Entering Training Reports Trainers are able to enter Training Reports electronically by selecting the ENTER TRAINING REPORT button. Enter the date of the training report. Next, select the REPORT TYPE being completed from the drop-down menu. Then, enter the amount of time spent on the training in the “TRAINING TIME SINCE LAST REPORT” field. Lastly, select an overall RATING for the dog’s training from the drop-down menu. If you would like to alert other members of your training team to this Training Report, click the field marked: ON SAVE, UPDATE INSTRUCTOR AND TEAM.
  • 82. When you save the report, a Bulletin will be sent to instructors within the team which will instruct/allow them to read the report. Notes You can enter free-form notes about this particular training session, if you like. Training Report Details The training report is designed to enable trainers to enter specific details about training all of the school’s dogs. The details of these reports are found on pages 2 and 3. To enter details about the training report, select the GO TO PAGE 2 button located on the lower left-hand side of the form. Each element of the training report will allow the trainer to rate the dog on a scale of 1-5 and to write notes about each to further elaborate strengths or challenges experienced in the training field. On page 3 of the report, trainers will have the ability to enter obedience details scaled A-F. SAVE the report to return to the Training Menu. Viewing and Editing Completed Training Reports RelDog Lite gives you two ways you may review completed training reports: VIEW/EDIT TRN REPORT INDIV and VIEW/EDIT TRN REPORT ALL. View/Edit Trn Report Indiv By selecting this button you will have the ability to review training reports for a specific dog. To do this: 1) Select the dog you would like to review from the main drop-down menu on the Training Menu, then select the VIEW/EDIT TRN REPORT INDIV button. 2) The training reports which have been completed for the dog you selected will be listed on the following screen. 3) You can select the Training Report you would like to edit by selecting the grey bar to the immediate left of the record you are attempting to edit and selecting EDIT in the lower right-hand corner of the screen. View/Edit Trn Report All By selecting this button, you will have the ability to review training reports for all dogs with a particular status. To do this: 1) Click the button VIEW/EDIT TRN REPORT ALL.
  • 83. 2) A filter is available at the top of the form which will enable you filter the records you are attempting to view. This feature enables you to get a quick snapshot of all dogs at the school with a particular status. 3) If you have identified a dog that you would like to see more information about, you may select their record by selecting the grey bard immediately to the left of the record and selecting “Browse TRN Reports”. 4) The following screen will provide you with a quick look at the basics of the reports completed on that particular dog. 5) Select the record you would like to edit by clicking the grey bar immediately to the left of the dog and selecting the EDIT REPORT button located in the lower right-hand corner of the screen. Reporting Behavioral Incidents You have the option to track behavioral incidences on dogs in Reldog Lite. This system function can be used to communicate to trainers, training leadership, or medical services personnel when a dog exhibits troublesome behavior. Enter Behavioral Incident From the Training Menu, select the dog for which you wish to enter a behavioral incident Select the ENTER/EDIT BEHAVIORAL INCIDENT Enter the date and type of event and record the person who is entering the event Record the details of the event which needs to communicated to appropriate parties One “Save”, the trainer assigned to the dog will be automatically sent a bulletin notifying them of the event. Additionally, any person who has been assigned to receive these types of bulletins will be notified. (Bulletin assignments are maintained by your Organization’s administrator). Releasing a Dog from Training Should it be necessary to release a dog prior to the conclusion of its training, you can do so by selecting the RELEASE FROM TRAINING button located in the lower left-hand corner of the Training Menu. The form will walk you through the steps necessary to releasing the dog. General Info The third column of the Training Menu is dedicated to providing the training department with general information about dogs in the training department. General Dog Data Select a dog from the drop-downs in the Training Menu then GENERAL DOG DATA to review basic information about the dog including the dog’s microchip, current status, puppy raiser, owner (if applicable), its current location, temperament notes, and Sire and Dam name.
  • 84. Dogs with Medical Flags When the Medical Services Department puts a dog on Medical Hold, they have the ability to apply a “Medical Hold Flag”. This flag will place the dog on the Medical Flags list accessible by selecting the DOGS WITH MEDICAL FLAGS button on the Training Menu. By selecting this button, you will have the ability to VIEW DIAGNOSIS to learn more about the dog’s diagnosis or to VIEW VET NARRATIVE which will provide you with information about the dog’s vet appointment or on-campus physical. Puppy Program Evaluations By selecting the PUP PROGRAM EVALUATIONS button, you will be able to review the dog’s puppy evaluations. This particular element of RelDog is still under construction, but will be available in the very near future.