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1003 Group Management

Census, colony, Full and Partial Transactions. 1003 Group Management. What is a Group?. Generally same Species Lowest common denominator Not Individually Identifiable Wish to manage as one Receives a single GAN. What is a Colony?. Too many to count/impact on inventory

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1003 Group Management

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  1. Census, colony, Full and Partial Transactions 1003Group Management

  2. What is a Group? • Generally same Species • Lowest common denominator • Not Individually Identifiable • Wish to manage as one • Receives a single GAN

  3. What is a Colony? • Too many to count/impact on inventory • Honeybees, fire ants • One entity of many/fragments • Corals • Set inventory count in Institution Preferences • Check box in Census grid • Indicate count in Tax/Sex/Coll grid

  4. What is Tracking? • No Tracking • Simple census numbers • Sex Type • Life Stage • Sex Type and Life Stage • Can change with each census • Not recommended

  5. GROUPS – True Census • Group Count Reset • Must use a True Census to change tracking • Census is used by the application for calculations for subsequent group numbers • Births/Acquisitions/Merges will increase the number count • Deaths/Dispositions/Splits will decrease the number count • Nothing prior will affect this census count • Number count will be calculated from the previous census

  6. To Record a Census Use the Census Grid

  7. GROUPS – Full versus Partial Transactions • Full • Happens to entire group • Initial acquisition of the group • Final disposition of the group • Partial • Happens to part of the group • Add members • Births/Acquisitions • Merge • Remove members • Deaths/Dispositions • Split

  8. To record a Full or Partial Transaction Use My Transactions

  9. GROUPS – Watch the icons

  10. GROUPS – Open or Closed • Open • Can still perform actions • Will display in report/grid as 0.0.0 • Status is “Open” • Medical and Genetic tracking lost • Closed • Cannot perform any actions • Will not display in reports/grid for time frame post Closing • Status is “Closed Out”

  11. GROUPS – Closing Out

  12. GROUPS – Group Explorer Hyperlinks to Record

  13. Before we become groupies Any Questions?

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