Managing too many cases in your animal shelter can lead to inefficiency or worse, burnout. The best way to avoid these is by requesting some help from other organizations so you can help save more animals together!
With that in mind, you can transfer active cases from your organization to another through the Companion case Management feature. Here’s how to get started.
Step 1: Click on the Companion Case Management tab, then click on Cases.
Step 2: Click on the case number that you want to transfer.
Step 3: Click Transfer Case.
Please note that you need to be a part of a coalition to transfer cases and you can only transfer cases to organizations within that same coalition to join an existing coalition. If you are not yet a part of a coalition, check out how to join one here.
Step 5: Select your coalition and the organization you want to transfer the case to.
Step 6: Select the animal that are involved in the case you’re transferring.
Step 7: Check which information and details you want to transfer to your partner organization as well.
Step 9: Click Transfer.
The case will automatically become a closed or archived case on your end and is added as a new and active case in the other organization.
That’s it! Coalitions are made to help each other and you’ll be seeing the results immediately.