Intake & Outcomes
Intake animals and complete adoptions, reclaims, transfers, foster, surrender, and other outcomes.
9 guides
Download category PDFHow to Intake an Animal in ShelterPact
A polished step-by-step walkthrough of the ShelterPact animal intake workflow with screenshots from the demo environment.
Read guide →Intake an Animal Using an Existing or New Record
Intake creates the custody episode connecting an animal to the admission event, people, found or pickup location, incident, case, and initial observations. Search permanent records before creating a new identity.
Read guide →Review a Custody Episode and Prepare for an Outcome
A custody episode describes a particular stay. Its connected animal identity remains available after that episode is closed.
Read guide →Complete an Adoption Through the Guided Workflow
The adoption pathway organizes eligibility, adopter selection, financial review, required documents, and final completion. It should be used for the actual disposition rather than a manual status change.
Read guide →Reclaim an Animal to a Verified Owner or Custodian
Reclaim checks release eligibility and ownership before returning an animal. A historical relationship or selected person alone does not prove current ownership or lawful custody.
Read guide →Process an Owner Surrender
The guided surrender pathway verifies the animal and surrendering person, records the surrender details, reviews fees and documents, and creates the custody intake on completion.
Read guide →Place an Animal in Foster Care and Manage Returns
Foster Care records temporary care with a caregiver while preserving shelter custody. Its placement dates, return timing, instructions, and paperwork remain part of the animal’s history.
Read guide →Transfer an Animal to a Rescue or Partner Organization
Rescue Transfers records a receiving organization, transfer details, financial review, documents, and final custody closure. Use the partner organization record as the destination.
Read guide →Record Other Outcomes and Review Euthanasia Workflows
Other Outcomes records configured dispositions such as release, death in care, escape/missing, or another authorized closure. Euthanasia has a separate guided workflow for authorization and clinical documentation.
Read guide →