Foster Carer Portal
- Matt Romeo
The Foster Carer Portal is a secure platform built using Salesforce Digital Experiences, designed for animal organisations using AnimalOS. The portal enables foster carers to securely access information about Animals assigned to their care. Carers can view animal profiles, including medical history, behaviour notes, and care requirements, ensuring they have all necessary details to provide appropriate care. The portal also facilitates communication between your organisation and foster carers, streamlining the exchange of information relevant to the Animal's ongoing care.
The Foster Carer Portal requires Salesforce Community licenses which needs to be discussed with the AnimalOS team.
Foster Carer Profile
Foster Carer Portal users are setup as Digital Experience users via their Contact record.
When a
Contactis not enabled, you will see the option toEnable Customer User.If they are enabled then you have the option to
Log in to Experience as User.
Enable Customer User will create a Portal User related to the Contact which enables login to the Foster Carer Portal.
The
Foster Carer Portal User Plus Profileis assigned to provide the necessary permissions to the user.
Foster Carer Portal User Plus Profile is assigned to Partner Portal users in AnimalOS.Foster Locations
From within AnimalOS a Foster Care administrator can create a Foster Location for Foster Carer Contacts which enables Animals to be moved to this Location in the system using Movements.
Animal Movements
Movements on an Animal record are utilised to move an Animal into a Foster Location. This will share the Animal to the Foster Carer Contact who can then access the Animal via their secure and private login.
Portal Features - Shared Animals
The Animals who have been shared to the Foster Carer will be available from the portal login, similar to the view that an Animal Attendant will get using the standard AnimalOS experience.
Portal Features - Animal Details
Accessing an Animal record in the portal will provide a view of the Animal with relevant details.
Field access is based on Field Level Security assigned to the Foster Profile.
Animal Notescan be viewed and captured via the Notes tab.Filescan be viewed and captured via the Files tab.Animal Actionsare generated based on theAnimalscare plans.
Portal Features - Weigh In
The Weigh In feature allows a Foster Carer to capture the weight of an Animal.
Portal Features - Canine & Feline Questionnaires
The questionnaire feature allows a Foster Carer to submit relevant details about their living environment.
Foster Carer Portal Inclusions
Secure login portal experience for Foster Carers.
Animalsharing logic which shares and removes sharing based onAnimalsthat are assigned to the Foster Carer usingMovements.Foster Carer Profile configuration.
Foster Carer Animal page layout.
Access to
Animal NotesandFilesthat are uploaded by the Foster Carer.Access to portal features: Weigh In and Questionnaires.