To make data entry even more convenient, we’ve added a Quick Add menu to Trev that means you can easily carry out some common tasks from whichever part of the platform you’re in. The Quick Add menu means that you can create a “draft” events on the fly from the Trev app or the Trev dashboard without entering the weekly report process.
How do I create a Quick Add event ?
To create a draft quick add event:
Click on the Quick Add menu (+) in the top right corner of the Trev dashboard or in the bottom right hand corner if you are using the app
Select the type of event you want to create
Select the Farm you wish to create the event for
Select the Date of the event
Fill out the remainder of the information needed for that event type
Enter in a Reference no. and/or Notes (optional)
Click on the blue Create Draft Event button
The draft event is now available for you to confirm and add through the weekly report process.
Handy tip! If you’re inside the weekly report process and create a draft event you may need to refresh the page for the new event to display.
Don’t forget! You’ll need to be Full Access, Authorised, Editor, Reporter for a farm to show in the dropdown list. If you have Reporter access to the selected Farm you’ll be able to create an event for a date that falls within the timeframe of any reports that are pending, due or overdue.
What does a “draft” event mean?
When a event is in a draft state it means it will not be included in the Analytics reporting. For example, a draft event of a livestock death won’t contribute to your stock reconciliation table, or death rate (%) metrics until it has been confirmed.
How do I confirm and add a event created in the Quick Add menu?
An event that is created via the Quick Add function will remain in a draft state until confirmed in your weekly report process.
To do this, navigate to the relevant Module of the weekly report process. You’ll see this event sitting at the top of the module event section (shaded blue) along with any other events that require review.
You can take 1 of 3 actions for a draft event:
Confirm the event simply by clicking the green tick icon.
Edit the event and update details by clicking on the blue edit (pencil) icon.
Reject the event by clicking the red rubbish bin icon.
You can also click on the expand ( > ) icon to the left of this event to see more details.
Why are Quick Add events created as drafts and can I change that?
Trev is always looking at ways to improve data quality and integrity. We think the Quick Add menu is a great way to quickly add events while you’re out on the farm or on the road. In order to preserve data quality we think it’s important to provide the opportunity to review any events added on the fly to ensure accuracy. This should prevent instances like an accidental double up or help with times when all the exact details aren’t known on the spot. That said, if you want to by-pass the drafts and create confirmed events from the Quick Add menu, have a chat to the Trev team and we can discuss options.