Customize Animal Identification (Shelter Pro Portal)

The Animal Identification tab

Use this tab to customize functionality for handling features related to updating animal identification module (pet licensing, vaccination) records when a pet owner is logged into their account.

License expiration cannot exceed Rabies Expiration

This is used when a pet owner purchases a license. If checked, the license expiration date will be set to the pet's rabies expiration date if the rabies expiration date is less than the full licensing period for the purchased license type. For example, if an owner got their pet vaccinated on 2/1/2022 and then purchased a 1 year license on 2/15/2022, the license expiration date will be set to 1/31/2023, not 2/15/2023.

Proof of (Rabies, Sterilization, Microchip)

These control the eligibilty requirements (or optionality) when a pet owner purchases a pet license.

Certificate required - the pet owner must be able to show proof that their pet meets this requirement to purchase a license online. Typically this is met when the owner has documentation such as a rabies certificate, sterilization certificate, and/or microchip certificate from a registered veterinarian.

Required, accept data elements from owner - the pet owner must enter certain data elements regarding the requirement (for example - date of vaccination, vaccination duration, veterinarian who provided service), but the owner will not be required to provide printed documentation such as a printed certificate. When a purchased license is posted, it will still need to be reviewed and approved by an employee.

Required, approval is automatic - the pet owner must enter certain data elements regarding the requirement (date of vaccination, vaccination duration, veterinarian who provided service), but the owner will not be required to provide documentation such as a printed certificate. When a purchased license is posted, it will be set to 'approved' and will not need to be reviewed by an employee.

Not required, but there is a discount - the pet owner has the option to meet this at their discretion, but it's not a requirement.

Not required or relevant - this 'proof of...' will not be displayed when a pet owner is purchasing a pet license.

Proof options (Rabies, Sterilization, Microchip)

These control the choices a pet owner will have in how 'proof' will be provided when a purchasing a pet license.

Certificate required - the pet owner will be required to either upload or mail a copy of a certificate as part of the license purchase process. The owner will also need to input the following items:

1. Vet which provided the service
2. Date the service was provided
3. Duration of the vaccination (typically 1 or 3 years), if the requirement is for a rabies vaccination
4. How the supporting document will be provided (uploaded, or mailed in)

Certificate required, elements must be entered - the pet owner will be required to either upload or mail a copy of a certificate as part of the license purchase process. The owner will also need to input the following items:

1. Vet which provided the service
2. Date the service was provided
3. Duration of the vaccination (typically 1 or 3 years), if the requirement is for a rabies vaccination
4. How the supporting document will be provided (uploaded, or mailed in)

No certificate required, elements must be entered - the pet owner will not be required to either upload or mail a copy of a certificate as part of the license purchase process. The owner will need to input the following items:

1. Vet which provided the rabies vaccination
2. Date the vaccination was provided
3. Duration of the vaccination (typically 1 or 3 years)
4. How the supporting document will be provided (uploaded, or mailed in)

A yes/no response is all that is necessary - This is the 'take their word of it...' option. The owner will be asked for a yes/no response indicating if the requirement is met, without providing any documentation or entering any data elements.

Upon certificate upload, set review status to

These determine how the status of the review process will be set when a document has been uploaded.

Pending review - the status will be set to "PENDING-REVIEW READY" for the license and the document when the newly purchased license is posted. Typically, each license in this status will need to be opened, document reviewed, and either approved or rejected by staff.

Approved-unverified - the status will be set to "APPROVED-UNVERIFIED" for the license and the document when the newly purchased license is posted. Typically, each license will not need to be reviewed by staff.

Require drug for rabies vaccine

No - the pet owner will not be required to select the drug name that was given by the vet for the rabies vaccination.

Yes - the pet owner will be required to select the drug name that was given by the vet for the rabies vaccination.

Autoset precinct options

Do not autoset - when a newly purchased license is posted, the precinct element will not be set to a value.

Owner's city - when a newly purchased license is posted, the precinct element will be set to the city value of the owner's physical address.

Owner's precinct - when a newly purchased license is posted, the precinct element will be set to the precinct value of the owner's physical address.

Address precinct, otherwise city - when a newly purchased license is posted, the precinct element will be set to the precinct value of the owner's physical address if that address' precinct is not a blank value. If the address' precinct is missing, the license precinct will be set to the city value of the owner's physical address.

License Type options

Pick license type from dropdown - the owner will be required to select the desired license type from a list of available license types (these are typically a 1 year or 3 year choice). Note the owner will not be allowed to pick a license type that goes beyond the rabies expiration duration. For example, of the pet has a rabies vaccination will expire in 1 year, the owner will not be allowed to select a 3 year license.

Rabies term autosets license type - the license type will be autoset using the rabies duration. For example, the pet has a 1 year vaccine, the type of license will automatically be set to a 1 year license. Or, the pet has a 3 year vaccine, the type of license will automatically be set a 3 year license.

Prompt for owner/animal DOB

No - if there is no date of birth on record for the owner, the owner will not be asked to provide their dob. If there is no date of birth on record for the pet, the owner will not be asked to provide the pet's dob.

Yes - if there is no date of birth on record for the owner, the owner will be asked to provide their dob. If there is no date of birth on record for the pet, the owner will be asked to provide the pet's dob.

Yes, require proof - if there is no date of birth on record for the owner, the owner will be asked to provide their dob, and will be required to provide (typically as an upload) a valid ID showing their date of birth. Examples of valid ID would include common forms such as a photo of their driver's license, or a photo of their passport. This option is not available for proof a the pet's dob.

Next Topic

Customize Vet Import (Shelter Pro Portal)