1003 group management
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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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Census, colony, Full and Partial Transactions

1003Group 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

    • 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


What is Tracking?

  • No Tracking

    • Simple census numbers

  • Sex Type

  • Life Stage

  • Sex Type and Life Stage

  • Can change with each census

    • Not recommended


  • 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


To Record a Census Use the Census Grid


  • 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


To record a Full or Partial Transaction Use My Transactions


  • GROUPS – Watch the icons


  • 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”


GROUPS – Closing Out


GROUPS – Group Explorer

Hyperlinks to Record


Before we become groupies

Any Questions?


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