Best practices for configuring Intake / Outcome Subtypes

Intake and outcome subtypes help improve reporting capabilities by associating additional information with intake and outcome events. See these articles for more information on configuring your subtypes:

• Setting up your intake forms and subtypes
• Setting up your outcome forms and subtypes

Each of your intake and outcome subtypes should be:

• mutually exclusive
• named in a way that clearly defines the subtype to both staff and volunteers
• without any typos
• exhaustive - covering all needed values

Configuration Note

When configuring your subtypes for both Intakes and Outcomes, you will also have the ability to determine whether or not the subtype will "count" or "not count" in reporting. 

Traditional Intake events such as a new Stray picked up by an Animal Control Officer or a Transfer In from a Partner agency will normally be configured to "count" towards your overall Intake reports. Other types of intakes that you want to keep separate from your general shelter intake and outcome numbers, such as an Owner Surrender Intake for Euthanasia Services or a Service Intake for a public microchip clinic, can be configured to "not count" towards your regular Intakes/Outcomes based on their specific subtype configuration:

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The subtypes set not to count prevent the intakes and outcomes from affecting reporting of the animals you take custody of for the purpose of adoption, transfer, etc. and therefore will not appear on the intake and outcome quick reports as well as the Custom Events Intake or Outcome reports.

These intakes and outcomes are separately reportable on the Custom Events Intake (or Outcome)Events with Subtype set not to count reports:

Example Intake Configuration:

Example Outcome Configuration: