Add a record for a whole group

Open the group's Overview tab, fill in Add a record once, then preview it and apply it. Each animal gets its own copy, and the group keeps one entry showing who was included.

Add the record

1. Open the group's Overview tab, or select Add group record on its Records tab.
2. Under Record, pick the type, such as Vaccination, Medication, Routine care or Examination.
3. For most types, choose how to apply it:
4. • Same record for every animal when the product, date and notes match for everyone.
   • Choose animals or add details per animal when an animal missed out or needs its own dose, result or note. Under Which animals received this?, clear Include for any that didn't get it.
4. Fill in the fields for that type, such as Vaccine name and Date administered for a vaccination.
5. Check Public on each animal profile. Vaccinations and routine care start public, and medications and exams start private. A type you last saved as private starts private again. If Default new records to private is on in your settings, every type starts private. A public record shows only on animals that allow them.

Preview, then apply

Select Preview record. Review before applying shows the record, its key details and how many animals will get it. Animals you can't edit are skipped, and it says how many.

Then select Apply to 3 animals to save. Nothing is saved before then, and if you change a field, you preview again. To save its cost too, turn on Add cost above the button.

With Choose animals or add details per animal, the Review individual rows box lists each animal, and the button counts only the ones you left checked, such as Apply to 2 animals.

In a count group, the button reads Save group record, and the record stays with the group, not on profiles you create later. See Track animals without individual profiles.

A few jobs have their own tools:

• Logging a breeding? Pick Breeding & reproduction and a mating category, then select Continue to Record breeding. Record breeding opens with the group's females ticked, or only the ones you checked under Choose animals or add details per animal, up to 60 at a time. Choose Track due date and reminders or Record only there. In a count group, a breeding saves as group history, because due dates and pregnancy reminders are tracked on individual animals. See Record breedings for several animals at once.
• Weighing or measuring everyone? Pick Physical measurement to enter each animal's value. See Weigh or measure a whole group at once.
• Checking goats or sheep for anemia? Use a FAMACHA eye-score round.
• Got a vet or lab note? Create a draft record from a file, under Smart tools, fills in this form for you to check.

If you can't add a record

The panel tells you what's missing:

• No animals in this group yet: select Add animals.
• No animals match yet: none fit the group's rules right now. Select Edit rules.
• No counted animals yet: the count is zero. Select Update count, or Count a tank for a group counted tank by tank.

Check what was recorded

On the Records tab, View record details shows what was saved. View animals included shows the animals that were in the group when you saved it, even if the group has changed since. Animals left out are counted and labeled, such as Didn't receive it for a care task.

Fix a record saved by mistake

Each record's button says what it does:

• Reverse recorded work removes the records it added to each animal and undoes what it changed, such as reminders it completed or money entries it made. A cost saved with Add cost stays in Money.
• Undo completion shows for 10 minutes after you complete a care task. It reopens the task and removes what that step recorded.
• Reopen task; 3 records kept opens the care task again and keeps that many records.
• Remove from records, beside Undo completion or Reopen task, undoes the completion and removes all its entries.

Kept records then show Entry undone on each animal and no longer count as care given. To clear them, select Remove 3 undone entries on the group record, then Remove entries.

If the group is archived or its care plan has ended, the task stays closed and Reopen task reads Undo completion.

Each button asks before changing anything. Select Keep it, Keep entry or Keep entries to back out.

Related information

• Weigh or measure a whole group at once
• Care plans for animal groups
• The animal records tab
• Create and manage animal groups

Updated on: 03/11/2026