To complete an outcome you need to start an outcome flow. You have two options to start an outcome flow.
You can click on the Action button (or the big plus sign) from the header and select the appropriate outcome flow for the animal and follow the directions the system gives you.
From people records, you can select the outcome type from the button on the Animals tab. For transferring to partners, you can select “transfer to” from the action button on the right.
Another way to start an outcome flow involving a person and not partners (like adoptions or returning an animal to an owner) is to search for the person from the main search bar, and then select the outcome from the Add button on the right.
No matter which option you choose, you will see next a list of animals to choose from for the outcome. After you choose the animal, what you see next depends on the type of outcome you’re doing.
- For transfers, you’ll see a transfer outcome form to complete.
- For owner redemptions, you won’t have to complete a form, but you are given a chance to easily process a donation if the owner wanted to make a donation.
- For adoptions, you’ll be taken right into the checkout flow.
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