16. Creating a Processing Record – Feedlot Manager

Overview

Use this guide to create Processing records in the Feedlot Manager system for documenting Health treatments and medical interventions for Cattle Lots. Processing records track Medical Items applied, costs incurred, and maintain comprehensive audit trails for regulatory compliance and operational management.

Creating Processing records is essential for documenting when Cattle receive Health treatments, vaccinations, implants, or other medical interventions. The system automatically calculates costs, updates Lot weights, and maintains detailed historical records for each Processing activity.

Prerequisites

Before creating Processing records, ensure you have:

At least one Receive Record created and associated with a Lot
Cattle assigned to Pens within the system
Medical Items available in inventory with proper pricing
Processing protocols configured for your operation
Access to the Health section of Feedlot Manager with Processing permissions

Navigate to Processing

Log in to your Feedlot Manager system
In the left sidebar navigation, click on Health
From the Health submenu, click on Processing

Step-by-Step Instructions

Step 1: Access Processing Landing Page

> Screenshot reference: Processing Landing Page showing Unprocessed Cattle table with Lot numbers, Pen assignments, head counts, Create New Worksheet buttons, status filter options (All, Started, In Progress, Complete), and export functions including Reimplant Report and Export History to Excel.

The Processing landing page serves as your central hub for all cattle Processing operations, providing both historical data access and the entry point for new Processing records.

Key Features:

Action Buttons:

Export History to Excel - Export all Processing data for external analysis
Reimplant Report - Generate implant scheduling reports
Create New Worksheet - Primary button to begin new Processing record creation

Status Filter Controls:

All - View all records regardless of status
Started - Records that have been saved but not yet printed
In Progress - Records with printed worksheets awaiting completion
Complete - Finalized Processing records

Unprocessed Cattle Table:

The main table displays lots eligible for Processing with columns for:

Lot - Lot identification numbers
Pens - Associated pen assignments
Unprocessed Cattle - Head count remaining to be processed
Create New Worksheet - Action buttons for each eligible lot
Expandable rows - Click down arrows to view historical Processing records

Step 2: Review Historical Processing Records

> Screenshot reference: Expanded Lot record showing "Lot: 175- All Worksheets" section with detailed historical data including Head count, Status (Processed), Worksheet ID, and Processed Date columns, demonstrating complete audit trail for previous Processing activities.

Click the down arrow next to any Lot to expand and view historical Processing records before creating new ones.

Historical Information Displayed:

Head counts processed in each historical session
Status progression showing completed Processing workflows (Started → Processing → Processed)
Worksheet IDs linking to detailed record information for tracking purposes
Processed dates showing completion timeline

User Interaction:

Click down arrow (▼) to expand and view worksheet history
Click up arrow (▲) to collapse the expanded view
Review historical data before creating new Processing worksheets

Step 3: Create New Processing Worksheet

> Screenshot reference: Processing Worksheet form displaying Lot information (Lot 172, Average Weight, Owner, Status), Pen Information table with Headcount and Headcount to Process columns, Processing Details section with protocol selection and Processed Date, Do Not Process button, and comprehensive Medical Items selection grid organized into six categories.

Click Create New Worksheet for the selected Lot to begin the Processing workflow.

Complete the Processing Worksheet:

Lot Information Section:

Lot number and Owner details (auto-populated)
Average Weight of Cattle in the Lot
Status showing current workflow state (Started)

Pen Information Section:

Pen assignments with current Headcount
Headcount to Process fields for specifying Cattle quantities
System prevents over-processing beyond available Cattle per Pen

Processing Details:

Processing Protocol* (required dropdown) for treatment guidance
Processed Date* (required) - must be today or in the past
Do Not Process button for alternative workflow when treatment is not needed

Medical Items Selection Grid:

Select from six categories of Medical Items:

Vaccine - RESPIRATORY VACCINE, TITANIUM IBR LP, and vaccination options
Parasitic - CYLENCE, SAFEGUARD SUSP, and parasiticide treatments
Medicine - DRAXXIN, MICOTIL, and therapeutic medications
Implant - COMPONENT TE series and REVALOR implant options
Labor - EXTRA LABOR CHARGE and CHUTE CHARGE
Other - ATAG FEEDLOT and additional Processing items

Key Features:

Processing Protocol Auto-Population - Selected protocol automatically fills associated Medical Item checkboxes
Date-Driven Field Adjustment - Headcount and Pen values adjust based on selected Processed Date
Real-time Validation - System prevents entering Head Count values exceeding available Cattle

Form Actions:

Cancel - Exit without saving changes
Save - Create worksheet with "Started" Status
Save and Print - Create worksheet with "Processing" Status and generate PDF

Step 4: Generate Processing Worksheet PDF

> Screenshot reference: Processing Worksheet PDF document showing professional format with Lot information, Worksheet ID (WS-1722), Status (Processing), Medical Items table with Item, Dose, Head Count, and Total columns, pen assignments, and field-ready layout for printing and manual completion.

When you click Save and Print, the system automatically generates a professional PDF worksheet for field use.

PDF Document Contents:

Document Header:

Title: "Processing Worksheet"
Professional layout suitable for printing and field use

Lot Information Box:

Lot number and Owner details
Average Head Weight and Sex information
Date and Worksheet ID for tracking
Status: Shows "Processing" during active workflow

Medical Items Table:

Item names with corresponding Dose information
Head Count showing Cattle receiving each treatment
Total calculations for medication quantities

Data Entry Section:

Blank line for "# of Head Processed" manual entry
Comments section for field notes and observations

Pen Assignment Section:

Pen numbers with corresponding Head Count
Total Head Count summary

Business Purpose:

Field worksheet for Tech/Rider personnel during actual Processing
Pre-filled information from digital Processing record
Manual entry fields for actual results and field comments
Return process - completed worksheet returned to Health Manager for finalization

Step 5: Complete Processing Record

> Screenshot reference: Processing Chargeout completion form showing Lot information, Pen details, comprehensive Medical Items selection grid, and detailed Chargeout section with inventory tracking, cost calculations by item (Current Inventory, Dosage, Price per Head, Total Price), and final action buttons.

After field work is completed, finalize the Processing record through the Chargeout interface.

Access Path: Health → Processing → In Progress filter → Click Lot record → Expand → Select "Processing" Status record

Complete the Chargeout Form:

Lot Information Verification:

Lot details and Worksheet ID confirmation
Average Weight and Owner information
Status showing "Processing" during completion phase

Medical Items Adjustment:

Review selected items based on actual field usage
Modify selections if needed based on returned worksheet notes
Protocol adherence with ability to customize treatments

Chargeout Section - Key Features:

Charge - Medical Item names and treatments applied
Lot - Source lot selection for Medical Item inventory tracking
Current Inventory - Available inventory count for each item
Dosage - Amount per animal (e.g., "1" for standard dose)
Price per Head - Cost calculation per Cattle
Head Count - Number of Cattle receiving each treatment
Total Price - Automatic calculation for each item

Final Actions:

Cancel - Exit without saving changes
Delete - Remove Processing record entirely
Submit - Complete Processing and change Status to "Processed"

Supporting Functions and Reports

Processing History Export

> Screenshot reference: Microsoft Excel displaying Processing History export with comprehensive historical data including Date, Lot, Owner, Lot Average Weight, Pen assignments, Protocol, Medical Items, and Total Price columns, showing Processing tab selected with professional Excel formatting for analysis.

Access comprehensive Processing history through the Export History to Excel function.

Report Features:

Complete Processing history for all Lots
Detailed Medical Item tracking with treatment combinations
Cost analysis and financial reporting capabilities
Historical data preservation for trend analysis

Excel Report Structure:

Date - Processing date when record was created
Lot - Lot identification numbers
Owner - Cattle owner/company names
Lot Average Weight - Historical weight data at time of Processing
Pen - Head Count - Pen assignments and head count during Processing
Protocol - Processing protocols used for different Cattle groups
Medical Items - Complete list of treatments applied
Total Price - Cost per Processing record for financial analysis

Reimplant Report

> Screenshot reference: Microsoft Excel Reimplant Report displaying column headers for Date, Lot, Owner, Processed Pens - Hd Ct, Current Pens - Hd Ct, Last Implant, Effective Days, and Reimplant Date, with calculated due dates for reimplantation scheduling and implant effectiveness tracking.

Generate Reimplant scheduling reports for implant management through the Reimplant Report button.

Report Purpose:

Track Cattle that received implants during Health treatments
Calculate Reimplant due dates based on implant effectiveness periods
Monitor compliance with implant effectiveness schedules
Schedule future treatments with advance planning

Excel Report Structure:

Date - Treatment date when implant was applied
Lot - Lot identification number
Owner - Cattle owner/company information
Processed Pens - Hd Ct - Pen assignments at time of treatment
Current Pens - Hd Ct - Current pen locations (updates with Cattle movements)
Last Implant - Medical Item name of implant used
Effective Days - Duration implant remains effective
Reimplant Date - Automatically calculated due date

Alternative Access Through Lot Summary

> Screenshot reference: Lot Summary Detail page showing comprehensive Lot information with health activities tab selected, displaying Worksheet ID, Head, Status, Date, and Chargeout columns with cumulative totals, providing alternative access to Processing records through Cattle Management workflow.

Access Processing records through Lot management interface for lot-focused oversight.

Alternative Navigation Path: Cattle Management → Lots → Select Lot → Lot Summary Detail → Processing/Reprocessing Tab

Health Activities Tab Features:

Worksheet ID linking to detailed Processing records
Head Count processed in each activity
Status indicators (Processing, Processed, and other health activities)
Date chronology showing timeline of health treatments
Chargeout totals for financial tracking
Cumulative cost totals for complete lot financial management

Important Notes

Processing Workflow States

Started - Worksheet created and saved (Status becomes "Started")
In Progress - Worksheet printed for field use (Status becomes "Processing")
Complete - Field work completed and submitted (Status becomes "Processed")

Medical Item Guidelines

Processing Protocol selection automatically populates recommended Medical Items
Custom combinations can be selected beyond protocol defaults
Multiple implants per record not recommended (only first appears in Reimplant Report)
Inventory validation prevents over-allocation of Medical Items

Date and Time Considerations

Processed Date must be today or in the past (no future dating)
Historical accuracy maintained through date-driven field adjustments
System adjustments show Pen locations and Head Counts as they existed on specified dates

Business Integration

Inventory Management - Real-time inventory deduction upon submission
Cost Tracking - Complete financial tracking from planning through execution
Audit Trail - Maintains complete Processing history with Worksheet ID linkage
Lot Financial Integration - Processing costs integrate with overall lot financial data

Troubleshooting

Common Issues

Problem: Cannot create new Processing worksheet

Solution: Verify current Lot capacity and ensure Cattle are available for Processing

Problem: Medical Item unavailable during selection

Solution: Check inventory levels and item Status in Medical Items management

Problem: Cost discrepancies in Chargeout

Solution: Review Medical Item pricing and quantity calculations for accuracy

Problem: PDF worksheet not generating

Solution: Verify browser settings and popup blockers, ensure all required fields completed

Resolution Steps

Verify Lot information and current Status in system
Check Medical Item inventory and pricing configurations
Confirm Pen availability and capacity limitations
Contact system administrator for technical issues or system problems

13. Adding Medical Inventory - Managing Medical Item inventory and pricing
14. Creating Health Protocols - Configuration and management of Processing protocols
07. Creating a Receive Cattle Record - Cattle Lot creation and management procedures
12. Creating a Medical Item - Medical Item setup and configuration