Animal Intake

Overview

The Animal Intake process allows an Inspector to intake an animal into a shelter directly from a Job Record. This ensures that seized, surrendered, or rescued animals are correctly logged in the system and assigned to the appropriate shelter.

The "Intake Animal" quick action is located at the top right of the Job Record interface and guides the user through the intake process.

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1. Initiating Animal Intake from a Job

To begin the intake process:

1. Open the Job Record where the animal intake is required.

2. Click "Intake Animal" in the top-right action bar.

3. This launches the Animal Intake process, where details about the animal and its placement are entered.

📌 Tip: The intake process is only available for Jobs related to animal rescues, cruelty cases, or seizures.

2. Entering Animal Intake Details

Once the Intake Animal process is launched, the inspector needs to fill in:

Step 1: Assigning the Animal to the Job

• Job ID: The Job linked to the intake (auto-populated).

• Animal Source: Select the reason for intake (e.g., Humane Officer Seized, Surrendered by Owner).

• Entry Site: Select the shelter or holding facility where the animal will be taken.

• Scheduled Date/Time: Specify when the animal will arrive at the shelter.

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Step 2: Recording Animal Information

• Microchip Number (if available).

• Animal Name.

• Animal Type (Dog, Cat, Livestock, etc.).

• Breed & Colour.

• Stage & Status (e.g., Under Care, In Foster).

• Shelter ID (if applicable).

📌 Tip: If the animal does not have a microchip, it can be updated later once scanned at the shelter.

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Step 3: Assigning the Shelter Unit

• Site: Select the facility where the animal will be housed (e.g., Sydney Yagoona).

• Block: Choose the admission block (e.g., Admissions, Isolation).

• Unit: Assign an individual pen or kennel number.

• Movement Reason: Specify why the animal is being placed (optional).

📌 Tip: Assigning a unit ensures accurate tracking of the animal within the shelter system.

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3. Completing the Intake Process

1. After entering all details, click "Finish" to complete the intake.

2. The Animal Intake Record is created, linking the animal to the Job and shelter.

3. The shelter team will receive the intake details and proceed with further assessment, health checks, and housing.

📌 Tip: Once the intake is completed, the record will be accessible in the animal’s history for future tracking.

4. Viewing Animal Intake History

To review an animal’s intake history:

1. Navigate to the Job Record.

2. Scroll to the Related List: Animal Intakes.

3. Click on the Animal Intake Record to view full details.

📌 Tip: Inspectors can check the intake history to track an animal’s journey through the system.

5. Reporting on Animal Intakes

Administrators and shelter managers can track:

• Number of animal intakes per month.

• Types of intakes (seized, surrendered, stray rescues, etc.).

• Shelter capacity and availability.

• Microchip compliance for intakes.

📌 Tip: Regular reporting helps ensure shelters maintain accurate records and allocate resources efficiently.