How to Upgrade an Intimation to a Full Registration via Helical

Step 1

Start in your member account

1. Open Helical and select the correct member or account.
2. In the left-hand menu, select Import Data.

Step 2

Choose the upgrade form

3. Under Registrations, select Upgrade Intimation to Registration.

Step 3

Find and check the animal

5. Click the Tag No* field and begin typing the animal tag number.
6. Select the matching animal from the search list.
7. Check the populated animal information, including the Family Name Code and Sex, to confirm the correct animal is selected.

Step 4

Enter the registration name

8. Enter the animal’s registration name in the required Name* field.
9. Check that all mandatory fields are complete, then select Next. Resolve any displayed validation errors before proceeding.

Step 5

Review the summary

10. On the Summary screen, review the listed animal update and any messages.
11. If the details are correct, select Submit. If there is an error, you must return to correct it first before you can submit.

Step 6

Confirm the submission

12. When the Submit Import? confirmation window appears, read the confirmation prompt.
13. Complete Additional notes on submission if required and select Submit to proceed.

Important: Saving or using Save and Exit does not submit the upgrade.