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Adoptions are created and managed via the Adoptions Tab in the Shelter Management Tab and via Animal Records.App.

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What’s in this article

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Create a New Adoption record

1. From the Shelter Operations App, select the Adoption tab and click New

   1. Fill in the adoption form with all relevant details.

   2. You can select the Adopted Animal at the bottom of the form.

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   3. Click Save.

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2. You will be redirected to the newly created Adoption record

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Manage the Adoption Record

1. Change the Adoption Stage

   1. Click the dropdown box of Adoption Stage under the details tab and click Save or

   2. Select a new stage from the path across the top of the Adoption Record and then click Mark As Current Adoption Stage.

      

2. Once you make a change to the Adoption Stage on the Adoption Record, the updates will be visible on the Animal Record. You can see further details by clicking the Adoption Tab.

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Adoption Ready Status

From the Adoption Tab on an Animal Record.

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, you will be able to get an at-a-glance view of the adoption readiness of the Animal. The percentage value and colour of the status bar indicate the progress the Animal is making towards becoming Adoption Ready.

1. When the Status isn’t Green = 100%, the Status bar will indicate which area/s the Animal needs to make further process in such as Health and Behavioural indicators. You can click the dropdown arrow to see all areas that need improvement.

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Generate an Adoption Receipt

To generate an Adoption Receipt go to the Adoption Record and click Generate Adoption Receipt from the quick actions in the top right-hand corner. The receipt will be generated in a PDF format and be populated with the details of the owner details, adoption agreement, animal details and other important information.

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Conga Sign

To send an Adoption Receipt to a Contact for signature, follow these steps:

1. From the Adoption Record, click Generate Adoption Receipt

   1. The Conga Composer will load within a few seconds

2. Click the Merge & Conga Sign button

3. You will see a list of documents, and the receipt you have generated will have a checkbox ticked

4. Add Recipients: use the search bar to find and select the recipient of the Adoption Receipt

5. Click Send Now at the top of the Conga interface.

The document has been sent to the recipient for signature.