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Animal purchases and sales: identity, amounts and movement history. Build a consistent record of animal identity, transaction date, buyer or seller, amount and document and review arrivals and departures, transaction value per animal, missing documents over time.

Good recordkeeping is more than collecting data. It connects each event to the right identity, date and source so you can review what happened. This guide offers a practical starting point for herd managers and field teams. It supports record organization; it does not replace expert assessment, official records or professional decisions.

1. Define the scope and responsibility

Identify the business, parcel, animal, flock, hive or patient the record belongs to. Include the event date and responsible person. Consistent names and identifiers prevent several people from recording the same event under different identities.

Start with a small sample from your existing records. Try one week and check that everyone uses fields with the same meaning. Keep identity, date, quantity and unit complete without making unused fields mandatory.

2. Include the essential fields

Start with animal identity, transaction date, buyer or seller, amount and document. Use short, clear labels. Always store the unit alongside a quantity: a number alone cannot distinguish litres, kilograms, items, area or currency.

The event date may differ from the entry date. Preserve the actual event date when recording yesterday’s work today. When correcting a record, retain who changed it, when and why.

2. Include the essential fields
Record fieldWhy it mattersCheck
animal identityMatches the correct recordIs animal identity clear and verifiable?
transaction dateClarifies time and scopeIs transaction date clear and verifiable?
buyer or sellerEnables comparisonIs buyer or seller clear and verifiable?
amount and documentRetains the sourceIs amount and document clear and verifiable?

3. Review daily records each week

Daily entry and weekly review serve different purposes, even if one person does both. Enter promptly and accurately, then review missing dates, unusual changes and open tasks. A missing record is not the same as a measured zero.

Ask whether records are complete, whether there is a significant change from the previous period and whether anything awaits assessment by a responsible person or specialist. Connect the record to the work plan.

4. Follow meaningful indicators

Begin with arrivals and departures, transaction value per animal, missing documents. Use the same definitions and units each period. When animal count, parcel area, flock age or recording duration changes, compare rates or per-unit values alongside raw totals.

An increase or decrease does not explain its cause. First check completeness, date ranges and units; then consider environmental, equipment, market or health context with the appropriate specialist.

5. Avoid common recording mistakes

Prepare official movement and financial documents under applicable rules. For urgent, uncertain or regulated matters, contact the appropriate professional without waiting to finish entering a record.

  • Do not create the same identity twice with different spelling.
  • Store kilograms, litres, count, area or currency alongside quantities.
  • Keep planned operations separate from completed events.
  • Distinguish missing values from measured zero values.
  • Link photos and documents to the correct record and date.
  • Use individual user accounts rather than shared passwords.
  • Retain the reason for corrections and the responsible person.

6. Start with a practical recordkeeping check

Create one sample record in the relevant available module and check that you can find it again using animal identity. Add a second dated event, then check the chronology, notes, documents and responsible person. Ask another authorized user to locate the same record.

After a week, review arrivals and departures and transaction value per animal. If the results differ from your trusted source, check identities, dates and units before adding more records. Apply the same method to other records once it is consistent. See the feature catalogue for modules currently available in Tarliva.

Reliable records start with the correct identity, an explicit date, a visible unit and a responsible person.