--- title: Admin Checklist --- [![ThoroughRepository Logo](https://www.thoroughrepository.com/hubfs/Blue%20-%20Badge%20and%20Text%20copy.png) ](https://www.thoroughrepository.com/?hsLang=en) - [HOME ](https://www.thoroughrepository.com/?hsLang=en) - [FEATURES ](https://www.thoroughrepository.com/features?hsLang=en) - [ARQANA ](https://www.thoroughrepository.com/arqana?hsLang=en) - [ABOUT ](https://www.thoroughrepository.com/about?hsLang=en) - [HELP CENTRE ](https://www.thoroughrepository.com/help-centre?hsLang=en) - [CONTACT ](https://www.thoroughrepository.com/contact-us?hsLang=en) [LOG IN ](https://portal.thoroughrepository.com/) [SIGN UP ](https://portal.thoroughrepository.com/register) ## Sale Admin – Pre-Sale Checklist A step-by-step checklist for sale administrators to configure the repository before each sale, manage submissions and vet access, and review analytics and results. Steps ‹ Step 1 Protocols › 1 Protocols 2 Sale configuration 3 Notification contact details 4 Vet access 5 Review submissions 6 Sale analytics 7 Sale results Select a step and tick off items as you complete them. 1 ### Protocols Confirm imaging protocols for this sale and how they drive submissions, validations, and notifications. Not started - Confirm the imaging protocol set for this sale (e.g. Yearlings, Breeze Up, HKJC) and the required view counts. - Check the allowed timing for X-rays and scopes (maximum days before sale date) matches the Conditions of Sale. - Confirm which study types (X-rays, scopes, ultrasound, PDF reports) are included in analytics and trigger notifications. - Ensure client-name declaration settings are correct for the protocol (e.g. required before viewing X-rays or reports). #### How-to video Watch this short tutorial to see how to manage X-ray protocols for a sale. Manage X-Ray Protocols 2 ### Sale configuration Configure all core sale settings before submissions open, ensuring protocols and viewing and submission times are set up correctly. Not started - Confirm sale time zone, sale dates, sessions, and lot ranges are correct. - Set submission and viewing windows so vets know when they can upload and when data becomes visible. - Assign imaging protocols (X-ray and scope) to the appropriate horse types and sessions for this sale. - Configure client-declaration requirements and Terms & Conditions URL vets must accept before viewing. #### How-to videos Use these tutorials to configure date ranges, visibility and required submissions for the sale. Configuring X-Ray Commencement and Visibility Dates Setting Sale Submission Date Range Sale viewing date range for vets Configuring Required Submissions for Sales 3 ### Notification contact details Configure who receives notifications per consignor and lot, and which channels they use (Email, SMS, WhatsApp). Not started - For each consignor, confirm primary and secondary contacts and ensure email address and mobile number are correct. - Configure notification channels per contact (Email, SMS, WhatsApp) for viewing alerts and submission updates. - Assign contacts to individual lots where specific owners or agents should receive analytics and viewing alerts. - Test at least one notification per channel to confirm delivery and link behaviour before the sale opens. #### How-to video Use this tutorial to contact consignors and confirm their notification settings. Contact Consignors 4 ### Vet access Manage vet clinic access for all current and future sales. Not started - Review and approve pending vet access requests before viewing opens. - Pre-approve trusted vets for access to all future sales where appropriate. #### How-to video This tutorial walks through managing vet access requests and approvals. Manage Vet Access Requests 5 ### Review submissions Decide whether to auto-approve or manually review submissions. Not started - Configure the sale for auto-approval or manual approval of submissions once basic checks pass. - For each submission, review X-rays, scope videos and reports individually before approving. - When denying a submission, leave comments for vets and consignors so they can correct and resubmit quickly. #### How-to videos Use these videos to review, approve or deny submissions. Review Submissions Approve Submissions Deny Submissions 6 ### Sale analytics Once viewing has started, access analytics for the whole sale and notify consignors with links to their horses. Not started - Access sales analytics to review viewing activity across all horses. - Send consignors and their nominated contacts a personalised analytics link for just their horses. - Confirm that viewing notifications are triggering as expected for X-rays, scopes and reports. #### How-to video This walkthrough shows how to access and share sale-level analytics. Sale Analytics 7 ### Sale results Confirm that sales results are being updated and are visible in ThoroughRepository. Not started - Confirm that results are importing correctly for each lot. - Spot-check a few horses to confirm that results and data visibility are updating correctly in the live catalogue. #### How-to video Watch this tutorial to manage sale results and confirm data visibility rules. Manage Sale Results [![Knowledge base](https://www.thoroughrepository.com/hubfs/ThoroughRepository%20Website/Knowldge%20Base%20Icon.png) ### Knowledge base Access detailed guides and how-to videos for all of our features. ![Open](https://www.thoroughrepository.com/hubfs/ThoroughRepository%20Website/Open.png) ](https://help.thoroughrepository.com/?hsLang=en) ### Contact us ![Jack Halford](https://www.thoroughrepository.com/hubfs/Jack%20Halford%20-%20Headshot%20-%20Website-1.jpeg) Jack Halford CEO & Founder Australia, NZ, USA, Europe [![](https://www.thoroughrepository.com/hubfs/ThoroughRepository%20Website/Phone.png) ](tel:+61421485968) [![](https://www.thoroughrepository.com/hubfs/ThoroughRepository%20Website/Email%20Icon.png) ](mailto:support@thoroughpacs.com) [![](https://www.thoroughrepository.com/hubfs/ThoroughRepository%20Website/WhatsApp%20Icon.png) ](https://wa.me/447831773382) ![Zach de Botton](https://www.thoroughrepository.com/hubfs/ThoroughRepository%20Website/Zach%20de%20Botton%20-%20Headshot.png) Zach de Botton COO USA, UK, Europe [![](https://www.thoroughrepository.com/hubfs/ThoroughRepository%20Website/Phone.png) ](tel:+447503088813) [![](https://www.thoroughrepository.com/hubfs/ThoroughRepository%20Website/Email%20Icon.png) ](mailto:support@thoroughpacs.com) [![](https://www.thoroughrepository.com/hubfs/ThoroughRepository%20Website/WhatsApp%20Icon.png) ](https://wa.me/447831773382) ![WhatsApp support](https://www.thoroughrepository.com/hubfs/ThoroughRepository%20Website/WhatsApp%20Icon.png) Chat with us on WhatsApp Support channel Global support [![](https://www.thoroughrepository.com/hubfs/ThoroughRepository%20Website/Phone.png) ](tel:+447831773382) [![](https://www.thoroughrepository.com/hubfs/ThoroughRepository%20Website/Email%20Icon.png) ](mailto:support@thoroughpacs.com) [![](https://www.thoroughrepository.com/hubfs/ThoroughRepository%20Website/WhatsApp%20Icon.png) ](https://wa.me/447831773382) [![ThoroughRepository Logo](https://www.thoroughrepository.com/hubfs/ThoroughRepository%20Website/White%20-%20Badge%20and%20Text.png) ](https://www.thoroughrepository.com/?hsLang=en) ThoroughRepository Pty Ltd Unit 2, 3 Northward Street, Upper Coomera, QLD 4209, Australia ### Features - [Veterinarian](https://www.thoroughrepository.com/features?hsLang=en) - [Auction House](https://www.thoroughrepository.com/features?hsLang=en) ### Company - [About Us](https://www.thoroughrepository.com/about?hsLang=en) - [Contact Us](https://www.thoroughrepository.com/contact-us?hsLang=en) ### Resources - [Help Centre](https://www.thoroughrepository.com/help-centre?hsLang=en) - [Terms & Conditions](https://www.thoroughrepository.com/terms-conditions?hsLang=en) - [Privacy Policy](https://www.thoroughrepository.com/privacy-policy?hsLang=en) - [API & Documentation](https://www.thoroughrepository.com/docs?hsLang=en) Copyright © 2024 ThoroughRepository Pty Ltd. 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