How to Process a Transfer Outcome

Shelterluv makes it easy to process a transfer outcome to your partners. It is important to keep in mind that transfer outcomes can only be completed with a partner and cannot be done with a person record.

To get started, click the Partners tab on your main dashboard.

What user permissions do I need to process a transfer outcome?

  • Create & edit animal records

What do I need to configure before I process a transfer outcome?

 

Learn your way

Prefer watching over reading? Check out the video below!


You can process a transfer outcome to a partner from the main Partners tab or the partner's profile. Click each tab below to view both options.

  • Follow these steps to complete a transfer outcome from the main building-outline.svg Partners tab:

    1. On your main dashboard, click the building-outline.svg Partners tab.
    2. Click the more-overflow.svg three dots on the far right of the partner you need to outcome an animal to and choose New Transfer Out from the dropdown menu.
    3. Check the box next to each animal you need to transfer out and click the green outcome-outline.svg Complete Transfer button.
    4. Complete your configured transfer outcome form. If you are transferring out more than one animal, you will have the option at the top of the form to apply what you enter to every animal or complete an outcome individually for each record.

    Transfer Out from Partner Tab.gif

  • Follow these steps to complete a transfer outcome from a partner's profile:

    1. On your main dashboard, click the building-outline.svg Partners tab and then click the appropriate partner's name.
    2. Click the Transfer Out subtab followed by the green outline-add-circle.svg New Transfer Out button.
    3. Check the box next to each animal you need to transfer out and click the green outcome-outline.svg Complete Transfer button.
    4. Complete your configured transfer outcome form. If you are transferring out more than one animal, you will have the option at the top of the form to apply what you enter to every animal or complete an outcome individually for each record.

    Transfer Out from Partner Profile.gif

Transfer Outcome Documents


On the transfer outcome form, you will have the option to email your partner the animal's documents. This email will include the following documents from the animal record:

  • Complete medical history
  • Treatment sheet
  • Spay/neuter certificate
  • Rabies certificate

The email your partner will receive will look like this:

Transfer Documents Email to Partner.png