Web Boards

Overview

In this tutorial we will review how to get started with Wise Option Web Boards. Web Boards allow users to display certain forms in Wise Option on certain devices. This allows information to be viewable by users in places where quick reference information is needed. Some examples include:

1. Displaying the Calendar in the treatment area so users can see upcoming appointments and changes to the schedule.

2. For users with the Equine Breeders Package, they can display the Daily Worksheet in the stocks, so users walking by can see how the day is progressing.

List of current forms in Wise Option which have Web Board capabilities:

You will be able to see that the form has Web Board capabilities as there will be an Authorization Code at the top right of the form.

• Calendar

• Location Map

• Daily Worksheet (Requires Equine Breeders Package)

• Courier Log (Requires Equine Breeders Package)

• Semen Order Log (Requires Equine Breeders Package)

Hardware/Software Requirements:

1. Compatible web browser*:

• Google Chrome

• Edge

• Safari

• Firefox

• Google Chromecast- Browser TV Web

• Amazon Firestick Web Browser

*There may be other web browsers that are compatible, however these are some of the ones we have recently tested *Bowser compatibility is subject to change. As an ever advancing software company, we are dedicated to using the latest technology available. This can sometimes lead to incompatibility with some of web browsers as they may not support the latest software technologies.

2. A device which can run a compatible browser

Tips for use:

• Portrait versus Landscape Orientation: Not all devices and browsers are capable of switching to Portrait mode. Although we do not have any specific recommendations (as we personally have not tested this) for this, some users reported being able to achieve this with a portrait mode capable device and a mini computer.

• Careful placement: Be sure to consider the information that will be displayed and the individuals who should see it. Example, the calendar web board may display client names and patient names. You may not want to display this in areas clients have access to.

Estimated Time to Complete – 20 minutes

Instructions

Before beginning, make sure you have:

• Logged into your Wise Option account.

• Necessary user permissions to access Web Boards.

Click the tabs below based on the version of the Wise Option software you need instructions on.

Desktop App

Video How-To

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

Step-by-Step Guidance

1. Go to the form that you with to use on a Web Board

2. Note the Authorization Code (usually located at the top right corner, if there is one available for that form)

3. This code will be valid indefinitely or until a user clicks the green plus next to the code on the form.

4. Go to the device with the compatible web browser and go to www.WiseOption.com

5. Click Login > Authorization code

6. Many users wish to bookmark this page for easy access later, please do so at THIS step and before entering the authorization code

7. Enter the authorization code and click Validate

8. Go to the settings icon and adjust the form specific settings to ensure the appropriate text size and desired layout on the device

9. We recommend first adjusting text size, then Height and Width

10. These settings are saved until changed

Web App

This feature is not relevant or present on the Web App version of Wise Option.

Mobile App (iOS/Android)

This feature is not relevant or present on the mobile application version of Wise Option.

---

Resources

Welcome!