History Section
Select History on a pet profile to open the activity stream. It combines events from status, tasks, documents, medical care, food schedules, people, placements, and other related records. Use its categories and profile search to focus the stream.
Typing in Search history automatically opens History and filters it. Today also shows a short Recent Activity list with a link to the full history.
Detailed Source Records
History summarizes events. Open the section that owns a record when you need full detail:
- Medical for exams, vaccines, procedures, diagnostics, prescriptions, conditions, weight, preventatives, and treatments.
- Food for food and supplement schedules.
- Placements for fosters, adopters, surrenders, donors, and transports.
- Documents for pet files.
- Notes for staff discussion.
- Profile for pet form data, Pet Family (bonded companions, family links, and litters), and active pet tasks.
Adoption receipts, foster assignments, transport records, and person profiles keep their own detailed history and link back to the pet where applicable.
Status History
Status events preserve the previous and new state, timing, and saved context. The current status and any blocking note also appear in the profile header or alert area.
Click the current status when you need to make a new change; do not edit history to represent a current workflow action.
Choosing the Right Record
- Use Notes for internal observations.
- Use Tasks for follow-up work with an owner or due date.
- Use Medical for formal health history.
- Use Documents for general pet files or attach a file directly to a medical record when it supports that event.
- Use Placements for placements and connected people, and Pet Family on the Profile tab for connected pets.
Privacy
History can contain sensitive organizational, medical, and person-related context. The public pet profile does not show internal activity, notes, tasks, documents, medical records, custom IDs, or status notes.