Customize Form Text (Shelter Management)
Customize Form Text Tab
Use this tab to customize the forms generated for a shelter case.
Select the form to be customized Shelter Pro provides the ability to customize the form text displayed on several pre-defined and customizable forms based on the needs of the Organization. The following is a list of forms that have a definable text:
| Form | Description | E-Sign Supported? |
|---|---|---|
| OWNER AUTHORIZATION | This is a text blurb that will print at the end of the Owner Authorization Form. This form will be addressed to the selected pet owner. | Yes |
| RELEASE AUTHORIZATION | This is a text blurb that will print at the end of the Release Authorization form. This form is addressed to the person that the pet will be released to. | Yes |
| ADOPTION CONTRACT | This is a definable form that is typically used be the Organization as an agreement and consent form regarding pet adoption. The Organization can include a detailed list of agreement terms and fields for the submitter to provide their consent. | Yes |
| RETURN TO OWNER | This is a definable form that is addressed to the person the animal is being released to. This can be used by the Organization to define the release agreement terms and fields for the owner to provide their consent. | Yes |
| CUSTOM DISPOSITION FORM 01 & 02 | These are two completely customizable disposition forms that are definable based on the Organization's needs. | Yes |
| FOSTER AGREEMENT | This a definable form that is addressed to the selected fostering party. This form is typically used by the Organization to help inform the fostering party of the "ground rules" for their pets to be placed under foster care. | Yes |
| QUARANTINE AUTHORIZATION | This is a text blurb that will print at the end of a Quarantine Authorization form. | Yes |
| CASE FOLLOW UP NOTICE | This is a text blurb that will print at the end of a Case Follow Up Notice Form. | No |
| KENNEL CARD | This is a text blurb that will print at the end of both the Kennel Card (full page) and the Kennel Card (Half page). | No |
| SPAY/NEUTER CERTIFICATE | This is a definable text that is printed at the bottom of the Spay/Neuter Certificate. | Yes |
| PROOF Of STERILIZATION | This is a definable text that is printed at the bottom of the Proof of Sterilization Form. | Yes |
| CASE REPORT | This is a text blurb that will print at the bottom of a case report. | No |
| ANIMAL MEDICAL HISTORY | This is a text blurb that will print at the end of both the Medical History-Full form and the Medical History-This Case Only form. | Yes |
| LOST REPORT | This is a text blurb that will print at the end of a lost animal report. | Yes |
| LOST MATCH | This is a text blurb that will print at the end of a lost animal match report. | Yes |
| BITE CASE REPORT | This is a text blurb that will print at the end of a bite case report. | No |
| BITE VICTIM LETTER-GENERAL | This is a definable form letter that is addressed to a bite victim. The letter is typically used as a 'general information' letter about the handling of a bite case for the victim involved. | No |
| BITE VICTIM LETTER-POSITIVE | This is a definable form letter that is addressed to a bite victim. The letter is typically used as a notification of the test result of a bite case where the health checks of the animal were positive. | No |
| BITE VICTIM LETTER-NEGATIVE | This is a definable form letter that is addressed to a bite victim. The letter is typically used as a notification of the test result of a bite case where the health checks of the animal were Negative. | No |
| BITE OWNER LETTER-GENERAL | This is a definable form letter that is addressed to the animal owner of a bite case. The letter is typically used as a 'general information' letter about the handling of a bite case for the owner. | No |
| BITE OWNER LETTER-NEGATIVE | This is a definable form letter that is addressed to the animal owner of a bite case. The letter is typically used as a notification of the test result of a bite case where the health checks of the animal were negative. | No |
| BITE OWNER LETTER-POSITIVE | This is a definable form letter that is addressed to the animal owner of a bite case. The letter is typically used as a notification of the test result of a bite case where the health checks of the animal were positive. | No |
| NOTE TEMPLATE 01-20 | There are 20 definable note templates. Note templates are not printable forms in and of themselves. Rather, these are 'templates' that can be added to a note record via the NOTE TEMPLATE button. The form title is used to define the template name. The template content itself is defined in the form text box. | No |
Tip - Note that this is not the only available forms in Shelter Pro. Each of the modules has module-specific forms which can also be customized. See the various other 'Customize' topics for the other modules for more information.
Form title
Set the form title that will print on this form.
Tip – set the form title to blank to suppress a form from the selection of available forms that a user can select and print. Form titles can be case sensitive.
Font size override
Set the font size for the print of the form. Hint – setting this to zero (0) will cause the form to use the ‘default’ font size for all forms. The default font size is defined on CUSTOMIZE/GENERAL INFORMATION/FORMS. If overriding the font size on a particular form, the available options are 8, 9, or 10.
Copies
When this form is printed, this is the number of copies that will be generated. This is used when a user selects the 'Print' option on the various 'Print Forms' screens. Also note that a user can use the 'Print Override' option on 'Print Forms' screens to change the number of copies that are printed.
Form text
This defines the text that will be printed in the ‘body’ of the form when printed.
Suppress bar code
If bar coding is enabled via CUSTOMIZE/GENERAL INFORMATION/FORMS, use this switch to disable the printing of a bar code for a particular form.
Print phone number on form
If a form is selected that includes a person's name and address, this switch determines if the person's phone number(s) also print.
Print email on form
If a form is selected that includes a person's name and address, this switch determines if the person's email address will also print.
The Esignature tab
This tab defines the features that are specific for forms in Shelter Pro where eSignature functionality is supported.
Tip - for an overview of eSignature functionality, including which forms support eSign, see eSignature.
Esign option
- No signature - this option disables eSignature for the selected form.
- Sig only - this option only shows a space for the signature line on the eSign device (no date is shown). The signer will provide their electronic signature in this space.
- Sig and Date - this option show a signature and date space on the eSign device. The signer will provide their electronic signature and enter the current date in this space.
Automatically print after completing eSign
After a person completes an eSign form, and the signature is accepted by the user, the eSigned form will be automatically printed. This is commonly used if a printed copy of the eSigned form would be given to the person/signer.
eSign Pad Text
This is the text a person/signer will see on the eSign device when prompted for eSignature.
The Email tab
This is the content that will print in the body of an email when this form is emailed to a person.
Enter the email message, purpose, instructions, etc in this box. The recipient will see this content when the email is opened. Note that the form itself will be a pdf/file attachment the person will receive. For more details on how Shelter Pro handles the sending of email, see Email.
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