Pre-intakes are records that you start for animals that aren't in your custody yet. These can be useful for different types of situations. For example, perhaps you have animals being transported to you in a few days, and you want to start records for each animal ahead of time to make the process faster when the animals are officially in your care.
You will not see pre-intake animals on your main dashboard with your in-custody animals. Instead, you will want to click the Pre-Intake View tab on your main dashboard to view any pre-intake records you currently have.
What user permissions do I need to process a pre-intake?
- Create & edit animal records
- View, edit & create people records
What do I need to configure before I process a pre-intake?
Prefer watching over reading? Check out the video below!
Pre-Intake Statuses
A regular intake or a pre-intake is completely determined by the status that is given to the animal on your intake form.
If you assign a status to an animal on an intake form that is configured to be a pre-intake status, then the animal will be processed as a pre-intake and will not be in your custody.
If you assign a status to an animal on an intake form that is not configured to be a pre-intake status, then the animal will be processed as a regular, in-custody intake and will be in your custody.
You can find a complete step-by-step guide to configuring your statuses by clicking here - How to Configure Your Statuses
Process a Pre-intake
To process a pre-intake, start by completing an intake like you normally would, from a person or a partner. If you need step-by-step instructions on a specific intake type, you can find those by clicking here.
This article will use a service intake as an example, but the same steps can be applied to any other intake type that you might want to use.
On your intake form, choose one of your configured pre-intake statuses, fill out the rest of your configured intake form, and complete the intake.
Move Pre-intake into Custody
Once you are ready to complete the intake and bring the animal into your custody, follow these steps:
- On the animal record, click the Complete Intake button.
- Choose an intake date, location, and new status, then click the green Complete Intake button.
Once completed, the animal will appear on your main dashboard with your other in-custody animals.
View Pre-intakes
You can view any existing pre-intake animals in your account by click the Pre-Intake View tab on your main dashboard