Your intake and outcome subtypes will improve your reporting capabilities and are crucial in answering the "how" and "why" for your intakes and outcomes.

For example, you may want to create stray intake subtypes called "ACO Dropoff" and "Abandoned", so you can report on these later to better understand how your stray intakes are coming into your organization. Similarly, you could create adoption outcome subtypes called "Petsmart" and "Onsite" to report where most of your adoptions are occurring and focus your efforts where they are needed most.

Click your Username > Configuration > Intakes and Outcomes to get started.

What user permissions do I need to configure my subtypes?

• Configure my shelter and its users

Note
Configuration is only accessible through a desktop or laptop. You cannot access the Configuration section on a mobile device.

How to Add a New Subtype

Follow these steps to add a new intake or outcome subtype:

1. From the Intakes and Outcomes configuration section, click either the Intake Subtypes or Outcome Subtypes section.
2. Click the appropriate intake or outcome type followed by the Add Subtype button.
3. Enter the subtype's name and click the green checkmark button.

How to Configure Your Subtypes

After adding a new subtype, you will see several settings that you can configure.

• Count Towards Intake/Outcome Numbers

  The Count Toward Intake Numbers and Count Toward Outcome Numbers setting determines if your intake or outcome will count toward your overall intake/outcome numbers and show up in your reporting.

  Generally, you will want the majority of your subtypes set to yes, but there will be specific intakes and outcomes that you want to avoid counting toward your LOS numbers or showing up in your intake/outcome reports.

  For example, you would likely not want an owner-requested euthanasia intake or service intake and outcome for public services like a microchip clinic to count toward your usual intake and outcome numbers. For these specific services, ensure you have an intake subtype and a corresponding outcome subtype, both configured not to count toward your reporting numbers.

• Live Intake/Outcome

  The Live Intake setting for your intake subtypes should be set to Yes for all of your subtypes except for the subtypes you create for DOA animal records. Any intake that has a subtype set to No will automatically be intaked as DOA.

  The Live Outcome setting for your outcome subtypes should be set to Yes for all outcome subtypes except for Euthanasia and Unassisted Death in Custody subtypes. All Euthanasia and Unassisted Death in Custody subtypes should be set to No. This ensures you are able to accurately report on your live outcomes for SAC and other organizations.

• Status

  The Status setting denotes if the subtype is active, archived, or marked as the default subtype. An Active status tells you that the subtype can be chosen during an intake or outcome.

  Archiving a subtype should be done when you no longer use that subtype but still wish to report on it for historical purposes. You can archive a subtype by clicking the three dots on the right-hand side and choosing Archive from the dropdown menu. You can always undo this action by going back to the three dots and clicking Restore as Active from the dropdown menu.

  Setting a subtype to the Default status will make that subtype appear on the intake or outcome form automatically. Use this setting if you typically use the same subtype for a particular intake or outcome to save your team time during the intake or outcome process. Click the three dots on the right-hand side and choose Set as Default Subtype from the dropdown menu to set a subtype as default.

How to Edit or Delete a Subtype

• Follow these steps to edit a subtype:
  • You can make your adjustments by clicking directly on the underlined subtype name or the subtype's live intake and count settings.
  • Click the green checkmark button to save your changes.

  

• Follow these steps to delete a subtype:
  • Click the three dots on the right-hand side of the subtype and choose Delete from the dropdown menu.
  • Choose a new subtype for any animal records that currently have the subtype you are deleting.
  • Read the warning and click the red Delete button.

  

  
  
  

  Warning
  You cannot recover subtypes that you delete.