Crio Online Equine Management - Quick Start Guide v1.2

ONLINE EQUINE MANAGEMENT
QUICK START GUIDE

CRIOONLINE – QUICK START GUIDE
Table of Contents
Dashboard ............................................................................................................................................................................ 3
Main Menus .......................................................................................................................................................................... 4
Horse related menus ............................................................................................................................................................ 5
Multiple menu – Batch actions............................................................................................................................................. 6
BREEDING FEATURES ............................................................................................................................................................ 7
Breeding Cycle .................................................................................................................................................................. 7
Reports and Reminders .................................................................................................................................................... 9
Stallion breeding features .............................................................................................................................................. 10
Mare breeding features.................................................................................................................................................. 13
My Horses ........................................................................................................................................................................... 17
Create new horse ........................................................................................................................................................... 17
Configuration ...................................................................................................................................................................... 39
Preferences ..................................................................................................................................................................... 40
Users and Roles .............................................................................................................................................................. 40
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Dashboard
The Home tab will provide access to all sections within the software as well as a customizable Dashboard with several widgets to
show information about:
- Horse Counts - Random pictures from your horses

- Task reminders - Pregnant mares
- Horse groups - Chart of expenses by category
- Recent Activity - Chart of animals by sex
- Horses by location
Main Menus
Home menu
General menu
Configuration menu
Horse related menus

Once you click on a horse in horse lists, a green set of menus are displayed contextual to the clicked horse.
Main:
Breeding:
Stallion
Mare
Vet:
Multiple menu – Batch actions
If you select the Check box next to the horse name in horse lists (My Horses, Group details, Paddock details) or in the
header of the list, a new menu is displayed with options that apply to all the selected horses. This is a very helpful menu
that saves lots of time not pushing you enter the information horse by horse.
The full Multiple menu:
Some options allow to enter the information once and it is copied to each selected horse (Farrier, health, blood tests,
etc). Other options display a list of selected horses and fields next to each one to enter the information (Field edition,
diets, status, measures).
BREEDING FEATURES
Breeding Cycle
In CRIO, you can work recording each Breeding Service and then entering the Breeding Controls related to each service.
All this records are what describe the whole Breeding Cycle.
To make it easier for the users, CRIO offers a Wizard that guides you through the process.
For more advanced use or to correct errors in data entry, you can always go to the underlying features (Breeding
Services and Breeding Controls).
Simple Wizard
CRIOONLINE have a simplified breeding cycle wizard that makes it easier to follow the whole process: breeding,
monitoring and foaling. You can find this feature section in the mare’s page, on the right column “Mare’s pregnancy
status”.
So, if all goes well this is really simple. If you enter a wrong date or Sire, you can't use the wizard to correct it, so you
need to manually correct the underlying breeding service or control.
STEP 1:
The initial status is “OPEN”, so you need to click on “Change Status” to enter the Breeding Service information
(AI, ET, etc.)
Enter the breeding service, in case you are set in a Recipient mare, and you are doing a Embryo Transfer, you
need to select also the donor mare.
STEP 2:
Once you enter the Breeding service, the Mare is marked as “Served” but “without pregnancy verification”. And
now you see a “Enter pregnancy check” options.
Entering the date and Pregnancy = yes is all what is needed to mark this mare as pregnant.
STEP 3:
Once you entered the Pregnancy Check, the status changes to “Pregnant”, and now you have 2 new options:
“Enter pregnancy monitoring” and “Enter foal”
Enter pregnancy monitoring: it is the same screen as the previous step. As long as you keep marking it as
“Pregnancy = yes” the mare is kept “Pregnant” in CRIO. If in any check you mark it as “Abortion” or “Reabsorption”, the
mare is marked as “Open by abortion”.
Enter foal: Once the mare foals, you can use this option to create the foal in CRIO. This way the Foal is created with
the Sire from the breeding service, no need to enter that info manually. And if it was a ET, the Dam is set as the Donor
mare (not the recipient). After entering the foal, the mare goes back to the OPEN status.
Detailed
Using the normal or detailed option, you have access to more fields on Breeding Services and other features:
• You can schedule a next breeding control (ie: for follicle scan)
• You can mark the breeding service as "Programed", to mean it will be done in the future, not a real service.
• You can mark the breeding "To be flushed", and that way you will activate the feature of record the Embryo
Recovery (Flush).
Breeding Services:
You can enter a breeding service for the mare or recipient (if it is ET)
The breeding can be done from the Mare's or the Stallion page.
Breeding Controls:
You can create a breeding control each time a vet checks the mare
A breeding control can be associated to a Breeding Service or not (if the mare is open, you are checking for follicles, so
no breeding service yet)
Once you create a Breeding Control, you can add a "Next check date"
This is ideal for follicle scanning.
If the control is associated with a Breeding Service, the control result (Pregnant, empty, abortion, etc) will determine
the current mare's pregnancy status.
In the Reminder section will appear the mares to check for follicles (once you entered the "Next check date"
Reports and Reminders

In the Reports area, you can see a section dedicated to Breeding, where you can access several reports.
In the Reminders area, you can see 3 reminders related to Breeding.
Reports Reminders
Stallion breeding features

If you select a stallion and access the breeding section, you can see the following features:
Semen Collections
Helps you keep record of each semen collection you do on the stallion.
You can record just the collection or add “Semen Evaluation”:
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Breeding Sales and semen shipments

Record of sales of breeding services (direct breeding and semen sales).
Semen Stock
Here you can see all available semen for the selected Stallion in all cold tanks.
Add semen dose:
Breeding Services
You can enter the breeding service from the mare of from the stallion. So, if you access it from the stallion you can see
all breeding services to all mares.
Add new Breeding Service:
A programmed service: is a dummy service just to remind you

what breeding you want to do next. Use “No” to record an
actual breeding service.
To be flushed: use “Yes” if you want to recover the resulting

embryo of this mare, to perform an embryo transfer. For
normal breeding use “No”.
Service Type: just to record the breeding mode. The only

special one is “Embryo Transfer” that ask for the selection of
the donor mare.
Mare breeding features

If you select a mare and access the breeding section, you can see the following features:
Summary (coming soon)

You will see the a breeding summary of a mare, and you can also trigger the pregnancy cycle wizard from here.
Breeding Services
You can enter the breeding service from the mare of from the stallion. So, if you access it from the mare you can see all
breeding services this mare have received. This feature is the same as in the Stallion Section.
Embryo Stock
Here you can see all available embryos for the selected mare in all cold tanks.
Add new embryo to Cold Tanks:
Breeding Controls
Reproductive controls during pregnancy or routine checks. These checks allow you to define the reproductive status of
the mare (open, pregnant, etc.).
A breeding control can be related to a breeding service (pregnancy monitoring) or routine checks.
To be reminded when you need to perform a new breeding control

check, you enter the NEXT CHECK DATE to the last record:
You can create it from the Breeding Control page or from the Mare’s details page:
You can enter the needed information, paying special

attention to the status section (Yes/No). Setting the last
breeding control as “Pregnant” will set the Mare as
pregnant, and the others accordingly.
Flushes
To use this feature, you first need to create a Breeding Service record, marking it as “For flush”. If not, CRIO shows this
message when trying to create a New Flush:
This is the new Flush screen, where you record if it was

successful and how many embryos were recovered
My Horses
The following pages outline the detailed steps that should be followed when entering or documenting within a horse using
the software.
Create new horse

Steps Description
1. Within the Home tab, click on My Horses.
2. Click on Add Horse.
Enter the required information in the Basic Data section.
3.
Click on More Information, enter the required information.
4.
5. Click on Accept.
My Horses
Once the horse is added to the horse inventory, let’s review what may be documented within each horse using the
different tabs: Horse, Breeding and Veterinary.
Horse Activities
Steps Description
1. Select and click the horse from the inventory list.
2. Competitions
Click on Competitions icon.
Click on Add Competitions, enter the following required information:
- Date
- Performance Type
- City
- Category
- Rider
- Performance
Once all required information is entered, click on Accept.
3. Health Records
Click on Health Records icon
Click on Add Health Record, enter
the required information.
- Date
- Record Type (select from drop
down)
- Responsible (select from drop
down)
- Product
- Product Quality
- Free text any important
information into the Comments
Note:
In next version, vet products used can be recorded, debiting it from inventory stock.
My Horses
Horse Activities
Steps Description
4. Blood Tests
Click on the Blood Test icon
Click on Add Test, enter the required information
- Date
- Type (select test from drop down list)
- Select is the result is positive or not
- Responsible
- Lab
- Result
Once all required information is entered, click on Accept.
5. Pictures
Click on Pictures icon in the top toolbar
Click on the link Add pictures to the horse
My Horses
Horses Activities… continued
Steps Description
Height/weight
Click on the icon in the top toolbar.
6. Click add new measurement
- Enter the horse weight, height
- Click Accept
Note: The system will graph out the fluctuations in the horses weight/height over time in a graph.
Horse Status
Within the horse main page, click on Edit Horse Status. Document accordingly and click Accept.
7.
Pedigree
Click on View Complete Pedigree.
Click on + sign to create a new horse as Sire/Dam (check first if the horse is already present to not duplicate
them)
Click on the search icon to select an already created horse
8.
My Horses
Horse Activities… continued
Steps Description
9. Farrier
- Click on Farrier
- Click Create New
- Select today’s date
- Shoeing type: select appropriate option from drop down (complete shoeing, back shoeing, front
shoeing, trimming)
- Farrier: select from the drop down list (a farrier is a “Contact” marked as “Is farrier” and can be created
from the + icon)
- Comments: document anything important that should be noted
10. Notes is a free text section which should be used to document any important horse information and/or
concern. The information entered into this section will be saved by date, it can also be exported to a PDF or
Excel document, if need.
- Click Add new to document a new entry.
11. Files is a section which should be used to upload documents that should be saved for the horse.
• Ext Veterinarian visits (health records obtained from another software aside from Crio)
• Radiology reports
• Videos
• Documents
- Click on Files in the top toolbar

- Select the Date
- Select the Category from the drop down
- Upload the document by clicking on the Browse button
My Horses
Horse Activities… continued
Steps Description
Scoring- By using Conformation Trait, Movement Trait and Athleticism Scoring, it can help in finding out what
kind of shape the horse is in, and what areas to work in to improve the score in next generations. Scoring
focuses on critical areas of the body, based on palpable fat and visual appearance.
- Click on Scoring in the top toolbar
- Click on Edit Horse
- Document accordingly by clicking in the boxes, free text comments
- Once complete, click Save at the bottom of the screen.
12.
Note: There is the ability to compare horses by clicking on Compare Horses at the top left corner.
Movements
In this activity is where it would be documented if the horse is being moved from the farm either to an
external veterinarian or competition.
Click on the Movements icon within the top toolbar
- Round Trip (select yes or no)
13. - Transport Type
- Reason
- Departure Date
- Return Date
- From
- To Responsible
- Free text a Comment, if necessary
My Horses
Breeding Activity…
Steps Description
14. Breeding Sales (Sires only)
Click on Breeding Sales
Click on Create New, enter the necessary information
Note:
Once you create a breeding sale, you can enter semen shipments related to this sale.
15. Semen Stock (Sires only)

In this activity the sire’s semen that is stored in the tanks will be documented.
Click on Semen Stock
Click on Add Semen Dose
- Tank
- Enter Date
- Collection Date
- Quantity
- Canister
- Serial Number
- Batch Number
- Was Bought (select yes, no, n/a)
- On Sale (select yes, no, n/a)
16. Semen Collection (Sires only)

Coming soon
My Horses
Breeding Activity… continued
Steps Description
17. Breeding Services
In this activity services received by a mare or services performed by the sire.
Click on Breeding Services
Click on Create New, enter the necessary information
Notes:
• The above picture shows how it is displayed from a Sire.
• The breeding service must be performed over the mare that will “became pregnant” (recipient in
case of ET, donor in case of breeding to be flushed)
• For most cases it is better to access the screen from the mare details page:
18. Breeding Controls (Mares only)

Reproductive controls during pregnancy or routine checks. These checks allow you to define the
reproductive status of the mare (open, pregnant, etc.).
A breeding control can be related to a breeding service (pregnancy monitoring) or routine checks.
You can create it from the Breeding Control page or from the Mare’s details page:
You can enter the needed information, paying

special attention to the status section (Yes/No).
Setting the last breeding control as “Pregnant”
will set the Mare as pregnant, and the others
accordingly.
19. Flushed (Mares only)

Here you can record an embryo retrieval.
It is best to access this screen from the Breeding Services page, looking for a service marked as “To flush”
and clicking on the
20. Embryo Stock (Mares only)

Similar to the “Semen Stock” in Sires, but for storing freeze embryos in tanks.
Note:
Flushes section is not yet connected with the Embryo Stock
Veterinary Activity…
Steps Description
21. Vet Visits
Click on Vet Visits
Click on Add Visit, enter the
necessary information. Click
on Save once information is
documented.
Note:
In next version, vet products
used can be recorded,
debiting it from inventory
stock.
Steps Description
22. Conformation
Click on Conformation
Click on Create New, enter the necessary information. Click on Save once completed.
Contacts
The following section outlines the detailed steps that should be followed when entering and/or editing a contact within
the software.
Contacts…
Steps Description
1. Click on Contacts
Click on Create New, enter the necessary information. Click on Save once completed.
In the Contacts type section, select from the drop down list depending on the person’s role with the horses (i.e.
Trainer, Vet, Owner, Farrier etc.). A contact can have several roles at the same time.
Training Center
The following section outlines the detailed steps that should be followed when documenting the horses that are currently
in training, creating a new training plan and/or adding a new horse to an existing training plan.
Entering a horse in training

Steps Description
1. Click on Training Center
Click on Create New Training, enter the necessary information. Click on Save once completed.
Note:
For Paso Fino horses, first you need to create a “Training Plan”.
A training plan is a set of exercises with which the horse will be trained.
Select training type as “Customized” and then select the previously created training plan.
Tasks
Currently, many to-do items are kept on paper or in a spreadsheet, using Crio you can now combine the various lists into
one with reminders and tracking. The following section outlines the detailed steps that should be followed when creating
a new Tasks.
Create a Task
Steps Description
1. Click on Tasks
Click on Add Task
2. Basic Data
Enter the highlighted information, once completed click on the drop down arrow next to Recurrence
3. Recurrence
Select the frequency, once completed click on the drop down arrow next to Related Horses
4. Related Horses
Click on Add Horse
Select the horse from the drop down list
Barns
The following section outlines the detailed steps that should be followed when creating and/or updating the Barns. In
the Barn activity users will be able to design the real-life barn layout with the horses, saddles and storage areas.
Create a Barn
Steps Description
1. Click on Barn
Click on Create New
2. Add a Name and select a location from the drop down
3. Click on the icon desired (Box, Storage and Saddle) and drag it to its desired location on the grid
4. Label the box with the horse by hovering over the desired box and click on the +
Select the corresponding horse from the list
5. Click Save Barn, when complete
Edit a Barn
Steps Description
1. Click on Barn
Locate the barn from the list and click on the pencil icon to edit.
Groups
The following section outlines the detailed steps that should be followed when creating groups of horses. Grouping
horses allows the user to identify certain parameters (i.e. Pregnant Mares, Studs, Horses in Training, Competition).
Create a Group
Steps Description
1. Click on Group
Click on Create New
2. Enter a Name
Select whether the group is Dynamic (YES/NO)
3. If YES is selected in the Dynamic section, select the following criteria.

Click Accept once completed
Edit a Group
Steps Description
1. Click on Group
Click on the pencil icon to edit
Click on the X to delete
Reports
The following section outlines the detailed steps that should be followed when creating and/or running Reports.
Run a Report
Steps Description
1. Click on Reports
Click on report you need to run
2. Click on Setup Criteria
Enter the information needed, click Accept once completed
Create a New Report

Steps Description
1. Click on Reports
Click on Create New
2. Select the Section this report will reside in from the drop down list
3. Select the Area from the drop down
4. Enter a Report Name and click Accept.

5. Once created, you can set filters and columns to display.
General
The following section outlines the detailed steps that should be followed when using the following activities Inventory,
Tanks, Paddock, and Hypothetical Pedigree.
Inventory will be used for keeping track of all medications. Please follow the steps below:
Add Inventory Item

Steps Description
1. Click on General
Click on Inventory
2. Click on Create New
3. Enter the highlighted information
Note:
Depending on the item type, the information available can change.
Some items have a stock movements section (once created), so you can set a current stock and the
recording each usage (from Health records or Vet visits).
Tanks will be used to document storage of semen and embryos.

Add New Tank
Steps Description
1. Click on General
Click on Tanks
2. Click on Add New tank
Add Semen Dose

Steps Description
1. Click on General
Click on Tanks
2. Click on the desired tank
3. Click on the Add Semen Dose. Click Accept once complete
Add Embryo
Steps Description
1. Click on General
Click on Tanks
2. Click on the desired tank
3. Click on the Embryo tab
4. Click on Add Embryo to Tank. Click Accept once complete
General
The Paddock activity will be used for tracking all of their locations and information. Please follow the steps below:
Add Paddock
Steps Description
1. Click on General
Click on Paddock
2. Click on Add Paddock
Add Horses to Paddock

Steps Description
1. Click on Paddock Name (blue link)
2. Click on Add Horses to Paddock
3. Select horse from list
General Tab
Please follow the steps below to use the Hypothetical Pedigree.
Hypothetical Pedigree
Steps Description
1. Click on Hypothetical Pedigree
2. Click on the magnifying glass and select the male horse from the list.
3. Click on the magnifying glass and select the female horse from the list.
Configuration
The following section outlines the detailed steps that should be followed when using the following activities
Configuration, Preferences, Users and Roles. This activity drives the drop downs lists throughout the software.
This section will be used by the Office Manager and IT only.
Configuration
Steps Description
1. Click on Configuration
2. Select the options that must be modified
3. Click Create New in any of the activities to add a new option
Preferences
Steps Description
1. Click on Preferences
2. Click on Edit Preferences, make necessary changes.
3. Click Save, once completed
Users and Roles

Create New User
Steps Description
1. Click on Users and Roles
2. Click Add User, enter the required information. Click Accept once done.
Edit User
Steps Description
1. Click on Users and Roles
2. Locate the user from the list, click on the pencil icon to edit
3. Make the necessary changes and click Accept

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ONLINE EQUINE MANAGEMENT

QUICK START GUIDE

- Horse Counts - Random pictures from your horses

Horse related menus

Multiple menu – Batch actions

The full Multiple menu:

Reports and Reminders

Stallion breeding features

You can record just the collection or add “Semen Evaluation”:

Breeding Sales and semen shipments

Add semen dose:

Add new Breeding Service:

A programmed service: is a dummy service just to remind you

To be flushed: use “Yes” if you want to recover the resulting

Service Type: just to record the breeding mode. The only

Mare breeding features

Summary (coming soon)

Add new embryo to Cold Tanks:

To be reminded when you need to perform a new breeding control

You can enter the needed information, paying special

This is the new Flush screen, where you record if it was

Create new horse

1. Within the Home tab, click on My Horses.

2. Click on Add Horse.

Enter the required information in the Basic Data section.

Click on More Information, enter the required information.

- Click on Files in the top toolbar

- Free text a Comment, if necessary

15. Semen Stock (Sires only)

16. Semen Collection (Sires only)

18. Breeding Controls (Mares only)

You can enter the needed information, paying

19. Flushed (Mares only)

and clicking on the

20. Embryo Stock (Mares only)

Entering a horse in training

5. Click Save Barn, when complete

3. If YES is selected in the Dynamic section, select the following criteria.

Create a New Report

3. Select the Area from the drop down

4. Enter a Report Name and click Accept.

Add Inventory Item

Tanks will be used to document storage of semen and embryos.

Add Semen Dose

4. Click on Add Embryo to Tank. Click Accept once complete

Add Horses to Paddock

3. Select horse from list

This section will be used by the Office Manager and IT only.

3. Click Create New in any of the activities to add a new option

3. Click Save, once completed

Users and Roles

3. Make the necessary changes and click Accept

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