USER MANUAL
Contents
1. Fai Fida LOS GIE CE hs Faite E cz Parbcipent Eight LOS Emotion L ger Nn i5 03 2601r Me Chem Tod Sik Car ikea Na ic 2 2018 Me Chiens Spera Therapy Fal Pide Patient En 160012515 Paw SENTE Thaaf Spry 14 Reporting To create reports based on your entered data click on the Reporting tab and choose the type of information you want i e participants staff volunteers horses categories programs or sessions Parlepoanta Program JA Ec LI ER Firkt men Lagi ere Email Phong Doe jm com 127 256 7890 Fea Fidi m m m COP Pee bee 7777 For Feu rss icum 122 520 7596 Ga Cr fl eos iji334 1414 Seven com SET DH7 38 76 Eds Biz dh m eria CNE PR PEG You can then filter the information to show only what you want After you have entered a filter click submit to view pie chart summaries You can change the date range on this page to view data from a different timeframe by clicking select date range in the upper right corner Home Sessions Reporting Selup Profe Contact Parcpants Stall Volunteer B Hor eec Calegarias Programe SH doc Participant Four 1 2011 through Des 7 2011 date rans Categories Programs Bl Lessors 1 Ground Cane Grocming BE inais EN 1 Emotional Hordes St2. 30 Day Summary The pie charts show a summary of activity for the last 30 days As you enter new information in the system the 30 day summary will update to include your entries Please note these graphs are informational only and are not meant for reporting purposes Announcements The announcement box will be used by the administrators of Equine For Life to post memos and updates for you This is where we will notify you of any scheduled system down time for maintenance and updates recent changes that you will notice and any other information that we feel needs to be passed along to our members Simply click on any of the messages to read its contenf Setup To setup participants staff volunteers horses categories and programs click on the setup tab on the top menu bar Home SS Reporting Salup Frofila Contact Help Partiapanis alt Veliniaars Hofaan ed Prog hares eet up person horse calegary or program click of the link above Click am New and enter fe requested information When finished click Submit Participants To enter a new participant click on the participants tab and then Enter New Participant You can then enter all of the information regarding the participant including important notes If the participant you are entering has already been entered in a different area type their name in the choose existing person box to select their record An example of this situat
3. USER MANUAL www equineforlife com admin equineforlife com 2011 EquineForLife 507 533 5853 Table of Contents CO Getting Started Profile 4 Update Contact Info Change Password Payments Home Announcement Box Last 30 Days Summary Setup 6 12 Participants Staff Volunteers Horses Categories Programs Sessions 13 14 Enter new session Edit existing session Reporting 15 16 Contact 17 Help 18 Frequently Asked Questions User Manual User Agreement Getting Started Welcome to Equine For Life We are excited to provide you with a cutting edge data tracking service for your therapeutic horse back riding program We hope you enjoy this service and find it both user friendly and efficient If at any time you are unsatisfied with the system or have questions comments or suggestions please contact admin equineforlife com Because we are constantly working on new improvements and updates including added features we welcome all suggestions you might have on how to make the system better more flexible and customized specifically for therapeutic riding programs If this is your first time logging in to Equine For Life you will need to update your profile You can do this by clicking on the profile tab on the top menu bar When on the profile page update the following information e Contact Name e Phone Number e Address e Name of your organization e Email address Profile The profile page is also where you
4. Halp Existing Session Cate To enter session data click on the Sessions tab on the top menu bar then click on the Enter New Session button Enter all relevant information e Choose the participant e Enter the date of the session e Enter the staff and volunteers you may enter more than one of each e Choose the category and program e Enter the horse you may enter more than one horse e Select the payment status e Enter the length of the session e Type and comments in the notes box When finished entering information about the session click submit to save the record Home Sesseons Reponing Setup Profile Category I rece Leu Program Horse Volunteer Paymari Pad W Unpaid No Charge Minuies Hours Leagh To edit information on an existing session enter the participant name and date of the session in the boxes provided The list of sessions will then automatically filter to that information Click on the edit button next to the session you wish to change You may then change any of the information entered for this session When finished click the submit button to save your changes Enter Mie Se Parkers Tho 16 10 2032 Proorar Lidi Four PDO Gee Emm nis Ciro Grier ite Eight 15 08 2023 Pa Disc tias Lira Drica Nini SGD Foo Me Chao Tai ada Purticigent 2
5. will update and or change your password Remember passwords should never be given out to other people and should not be written down or stored in locations where others could find them Choose passwords that you can remember but cannot be easily guessed by others A good example of a password is one the uses both alpha and numerical characters To change your password click on the Change Password button on the top left corner of the profile page You will then be prompted to enter a new password Equine For Life does not store user passwords If you forget your password click on the reset password button on the login screen A message will be sent to the email address entered on your profile page with instructions on setting a new password Password change Phase enter your old password for securnty s saos and fen enter your new password bwice so we can wanty you boed itin CHG password New password Password again On the profile page you can also change your payment status By click on payments you can subscribe or unsubscribe to automatic monthly payments Home The home page is where you will automatically come to when first logging in to the program The items shown on this page are informational and are designed to give you a quick glimpse or summary at a glance of your program Home Sessions Setup Profile oniact Heip s No amigue menia categories naoi es ein id
6. aff 1 Port 1 Horse B Sint Sk 1 Sin Ones 15 To create a session report click on the sessions sub tab under reporting Enter the filters that you would like to apply to your session data and click search Your list of session data will update to include only the sessions you requested via filters To view or print this report click on printable version in the upper right corner Home Sessions Reportng Setup Profie Contact Parcrar s Cut VORT eerS Hor ges Calegones Programs oH SS bos peipsa bre versi n Session Data Dali Pali Stalin Filters Hu Dar 2 011 Nu Homa H Chama ETT Dar a 1 Participant Home 5 Horse Hera Mo Charge Dar 1 2011 Participant Four Hora Paii iM parii pais T z DE uL at Free Por T iiral 25 211 Eighi Homai 38 NTI f homai 1 how 28 203 Eigi Hora Tires Pax al programe How 28 20 Participa Tree Hore 4 Caiergor ici T Hes 22 2031 aic Mire Por Mo Charme uj F Hi F har cal pay sinus T how 22 2911 Fariicipant Eighi Homa 4 CT Hoe 5 27 LH Linnasd 16 Contact To submit questions comments suggestions complaints etc to the administrators of Equine For Life click on the Contact tab on the top menu bar Your email address as recorded on your profil
7. e will automatically be entered in the email address box Please enter a subject and then type your message in the message box When finished click the submit button to send it to Equine For Life administration You may also always email admin equineforlife com We will make every attempt to respond to all messages and emails with one business day Home SSS Reporting Setup Profila Contact Help Contact Form Your Email eubiecE Help Use the help tab to look up answers to questions asked frequently by other users We will continue to update this list of questions as they come You will also find a copy of the user agreement and user manual on the help page We encourage you to look up answers and directions on the frequently asked questions page as well as the user manual but feel free to contact us at any time if you are unable to find the answers you need We would be more than happy to help you at any time
8. eces aie Mines Dec oam Fland ww ccm FEAD RAR LO LAEE A A HT Coa rr b ps ee CODE zx Wii te cem To edit existing staff member data enter the name in boxes provided The list of staff members will automatically filter to anyone entered with that name Simply click on the edit button next to the person you wish to edit You may make a staff member inactive by marking the inactive button After updating information on the record click submit to save your changes Volunteers To enter a new volunteer click on the volunteers tab and then Enter New volunteer You can then enter all of the information regarding the volunteer including important notes If the person you are entering has already been entered in a different area type their name in the choose existing person box to select their record An example of this situation would be if someone is already set up as a participant for your program but will also be volunteering When you are finished entering all of the information click submit to save the record Home Sessions Reporting Setup Prof e Contact Pariicipartz EMT Vnlurteers Horses Lilegones Programs Cabo Yalunteer Oats cm 133 333 1333 AATA com TE T 557 77 aver oom 177 777 4444 ol er com TT7 727 T7777 Sod TAA CONTI np ao pata com cm E IT Bgg7 TTI VoL BARAT CONTI 444 n0 dd To edit existing voluntee
9. ecord Homa Sessions Raporting Setup Frois Contact Halp Felting Categery Data Ground Cara Grooming Indoor Lasson Gubir Lessons Trai The edit an existing category type the name in the box provided The list of categories will automatically filter to any with the name you entered Simply click on the edit button to the left of the category you wish to edit You can then change the name of the category and choose whether it is visible or not When finished click submit to save the record Reporting Setup Profile Vn hares Fw ines Naw Category Marne Visible Programs To setup a new program click on the Programs tab and then Enter New Program Enter the name of the program you wish to setup When finished click submit to save the record Boreaviorsi Program The edit an existing program type the name in the box provided The list of programs will automatically filter to any with the name you entered Simply click on the edit button to the left of the program you wish to edit You can then change the name of the program and choose whether it is visible or not When finished click submit to save the record BRI lE IIR cod Rn INI Contact Help Participantes Orat Volunteers Horses Categones Programs New Progra Name Visible Sessions Home Sessions Reporting Setup Profae Contact
10. ion would be if someone is already set up as a volunteer for your program but is now also enrolling as a participant rider When you are finished entering all of the information click submit to save the record raen Choose existing person First mame Last name Phone ai L ohana il Stale Zipcode Start Date Bir date End Date Gender To edit an existing participant enter the name in boxes provided The list of participants will automatically filter to anyone entered with that name Simply click on the edit button next to the person you wish to edit You may make a participant inactive by marking the inactive button After updating information on the record click submit to save your changes Staff To enter a new staff member click on the staff tab and then Enter New staff You can then enter all of the information regarding the staff member including important notes If the person you are entering has already been entered in a different area type their name in the choose existing person box to select their record An example of this situation would be if someone is already set up as a volunteer for your program but has just been hired as a new staff member When you are finished entering all of the information click submit to save the record Hama Sessions Raporting Setup Froe Contact Halp Parlepats Br Vn i Calag riak Pi
11. r data enter the name in boxes provided The list of volunteers will automatically filter to anyone entered with that name Simply click on the edit button next to the person you wish to edit You may make a volunteer inactive by marking the inactive button After updating information on the record click submit to save your changes Horses To enter a new horse click on the Horses tab and then Enter New Horse You can then enter all of the information regarding the horse including important notes When you are finished entering all of the information click submit to save the record Thera pred a Tan Fish einge Three Hiat miner Six Ceater Home fet One Thar gored One eae vountreer Ten Carter Fires HET Eyr Welsh Pony er Three Shetland Poy ET Three esf hr FE 1 I To edit existing horse data enter the name in boxes provided The list of horses will automatically filter to any entered with that name Simply click on the edit button next to the horse you wish to edit You may make a horse inactive by marking the inactive button After updating information on the record click submit to save your changes Categones Programs 10 Categories To setup a new category click on the Categories tab and then Enter New Category Enter the name of the category you wish to setup When finished click submit to save the r
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