Skip to main content

Organisation Settings

Organisation Settings lets admins configure org-level preferences such as the Animal ID format. Access it from Admin > Admin Options > Organisation Settings.

Animal ID Format

Configuring the Template

The Animal ID template controls how IDs are automatically generated for new animals. The settings page provides:

  • Organisation Short Code: A short abbreviation for your organisation (e.g., "WARC"), used in the {ORG_SHORT} placeholder
  • ID Template: The format string with placeholders that define the ID structure
  • Live Preview: Shows what a generated ID looks like as you type, using sequence #42 and species "KANG" as examples

Available Placeholders

PlaceholderDescriptionExample Output
{ORG_SHORT}Organisation short codeWARC
{YYYY}4-digit year from intake date2026
{YY}2-digit year from intake date26
{seq}Sequence number (unpadded)42
{seq:N}Sequence number zero-padded to N digits0042 (for {seq:4})
{SPECIES}Species code (empty if not available)KANG

Default Template

The default template is {ORG_SHORT}-{YYYY}-{seq:4}, which produces IDs like WARC-2026-0042.

How Sequencing Works

  • Each organisation maintains a separate sequence counter per year
  • The sequence resets to 1 at the start of each new year
  • Peek vs commit: When the animal form opens, a preview ID is shown without consuming a number. The number is only claimed when the animal is actually saved
  • Concurrent safety: Multiple users saving animals simultaneously will never get duplicate sequence numbers

Public Identity & Payment Details

When the Membership & Payments platform is enabled, Organisation Settings gains fields that drive your public donate/join pages and emailed receipts:

FieldUsed for
Registered / legal nameThe legal entity name shown on receipts (distinct from your display name)
Organisation URLYour organisation's unique public address, used to resolve your public donate/join pages
Donation thank-you messageShown to donors after a successful donation and on their receipt
Membership thank-you messageShown to new members after joining and on their receipt

These fields are optional but recommended before you start taking public payments. Square connection itself is configured separately under Admin → Payments → Settings.

Integration with Other Modules

ModuleIntegration
Wildlife AdmissionAnimal IDs are auto-populated on the create/edit form
Compliance ChecklistFlags animals and members missing IDs
Data ExportAnimal IDs are included in all exports
Membership & PaymentsLegal name and thank-you messages appear on receipts; the organisation URL serves public pages