Skip to end of banner
Go to start of banner

Adoptions

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 2 Next »

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


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.

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

Manage the Adoption Record

  1. Change the Adoption Stage

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

    2. Select a new stage from the path across the top of the Adoption Record.

2. Once you make a change to the Adoption Stage on the Adoption Record, the updates will be visible on the Animal Record.

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.

  • No labels