PetPoint “Lists” Worksheet

Use this worksheet to fill in examples of the following categories before your first scheduled meeting with your PetPoint Implementation Manager. You will be typing these directly into PetPoint during your setup.

Person & Agency Records

Employees / Volunteers who will use PetPoint

First & Last Name / Phone Number / Address / Email Address

Foster Parents that keep your organizations animals:

First & Last Name / Phone Number / Address / Email Address

Agencies (Humane Societies, Shelters, Rescue Groups, Animal Control Organizations) your organization works with to transfer animals to or from:

Type of Agency (ex. ACO, Shelter) / Name of Agency / Phone Numbers / Business Address / Email Address / Website

Members of the Agencies listed above that you contact for information - for each agency you must have at least one agency contact.

First & Last Name / Phone Number / Home Address / Email Address

Veterinary Hospitals and/or Outsourced Doctors that treat your animals

Doctors Name / Name of Hospital / Phone Numbers / Business Address / Email Address / Website

Field Values

Locations and Sub Locations (ex: Room A, Cage 1) where your animals stay

Tips: Foster Homes are a Location – Foster Parent’s names are a sub location

Do not forget Vet Hospitals/Boarding Facilities/Pet Stores where animals stay.

Location / Sub Location

Jurisdictions - geographical areas that surround your city for reporting purposes (ex. Local Counties, Cities, States, Zip Codes - pick only one)

Jurisdiction

Items

Invoiced Items we will be entering that your group collects money for:

Name of Invoice Item / Price (if applies)
Outcome or Adoption Fees
Intake or Surrender Fees
Donation Types
Retail Items / Misc