Shelterluv gives you the ability to process a custody change for outcomed animals in your account, both to a person and to a partner record.
Custody changes cannot be processed to a partner if that partner is also a Shelterluv customer. The following steps will only work for non-Shelterluv partners.
What user permissions do I need to process a custody change?
- Create & edit animal records
- View, edit & create people records
What do I need to configure before I process a custody change?
Before you get started, it is important to note that you can only change an animal's custody when it is outcomed. If the animal is currently in your care, you will not have the option to process a custody change.
Process the Custody Change
You can change the custody of an outcomed animal to another person or a partner. You can do this from either the current owner's record or from the animal's record. The process differs depending on which option you choose.
Click each tab below to see both options:
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Follow these steps to process a custody change from a person record:
- From the person record's
Animals tab, click the green
Add Animal Event button and choose
Custody Change to Person or
Custody Change to Partner.
- Check the box next to the appropriate animal(s) and click the green Continue button.
- In the Custody Change form, enter the date, the reason for the custody change, the new owner or partner, and click the green Save button.
- From the person record's
-
Follow these steps to process a custody change from an animal record:
- From the animal record's
History > Caretakers tab, click the green Custody Change to Person or Custody Change to Partner button.
- In the Custody Change form, enter the date, the reason for the custody change, the new owner or partner, and click the green Save button.
- From the animal record's