How to Process a Transfer Outcome

Nate Moss
Nate Moss
  • Updated

This article will provide a complete walkthrough of processing a transfer outcome from start to finish. The "Configuration prerequisites" section below lists items in your configurations that will need to be completed prior to processing a transfer outcome.

Configuration prerequisites

Before you complete a transfer outcome, you will need to make sure you have the following items configured and set up properly in your Shelterluv account:

Processing a transfer outcome

To begin, navigate to the "Partners" tab on your main dashboard page. From here, select the blue "Add" button and choose "New Transfer To" in the dropdown menu next to the appropriate partner record.



Once selected, you will be brought to a screen where you can choose the animal record that needs to be transferred out to the partner. Select the green "Transfer Out" button next to the appropriate animal record and then the grey "Complete Transfer" button. This will display your configured transfer outcome form to be filled out. Once you select the blue "Save" button, the transfer outcome will be completed and the animal record will no longer display as one of your in-custody animals.



Transferring out multiple animal records at the same time

Following the same steps listed above, you can transfer out multiple animal records by selecting the green "Transfer Out" button next to each appropriate animal record. Then, choose any of the grey "Complete Transfer" buttons. Once this is completed, you will notice a new checkbox at the bottom of your configured transfer outcome form labeled "Apply this form to all animals in this transfer group". Checking this box will apply the information that you filled out on the current transfer outcome form to each of the subsequent transfer outcome forms for the remaining animal records. Select the blue "Save" button after completing the form and checking the box to complete the transfer outcome for all animal records in the transfer group.