Quick Start: Crisis Support
- Matt Romeo
The following knowledge articles outline how Crisis Support is managed within AnimalOS, supporting staff to record, track and deliver services to people and animals in crisis situations.
🆘 Crisis Support Jobs
Crisis Support Jobs are created in the Crisis Support App via the Jobs tab. Each Job captures key data about the support request including:
Contact Details
Intake Information
Description of assistance required
Status tracking through the Job lifecycle (from New to Finalised or Withdrawn)
Jobs act as the central record from which all related activities, referrals, contacts, and invoicing are managed.
📍 Location Services
Location Services define the costing structure for delivering services at each Shelter or Site. On a Location record (Record Type = Site), a Location Service is used to:
Assign a Service List for the site
Define the Shelter Boarding Service and Foster Boarding Service These values are referenced when generating Movement costs, and are essential for automated cost and invoice tracking.
📧 Job Email Source
Jobs can be automatically created by sending emails to a configured handler address. When received:
A new Job is created with Record Type = Crisis Support
The Subject of the email populates the Job Subject
The Body populates the Job Description
The Job is assigned to the Intake Queue for triage
This feature allows external requests (e.g. from a public-facing support inbox) to flow directly into AnimalOS.
🐾 Crisis Support – Animal Intake
The Intake Animal action allows users to record incoming animals as part of a Crisis Support Job. It:
Opens a guided flow to start a new Referral
Captures the reason for intake and animal details
Links the Referral back to the Job This creates a clear connection between the Crisis Support case and the animals it relates to.
Crisis Support - Animal Intake
📅 Crisis Support – Calendar Integration
(If you're referring to Crisis Support Job Activities like Home Visits, this would include scheduling.) Job Activities can be created via the "Create Crisis Support Job Activity" button. These activities:
Can be scheduled with start/end dates
Linked to one or more animals
Assigned to Inspectors
Have an optional Service assigned which supports costing and invoicing
These activities can then be visualised and managed in calendar views for team coordination.
🧾 Invoice Management
The Invoice Management QA allows users to manage and generate invoices based on services delivered through:
Movements
Animal Actions
Job Activities
Medicine Used
Each of these records can be marked as Billable, and assigned a Service Price. The QA rolls up eligible items into Invoice Line Items, allowing staff to:
Adjust Quantity or Rate
Review Total Cost
Submit the Invoice
This provides a structured and auditable way to track and recover costs associated with Crisis Support delivery.