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How do I use the Adoptions List?
Read the columns, filter and sort the list, and act on adoptions that need attention.
The Adoptions List shows every recent adoption with its survey check-ins, triage status and assigned staff, so your team can see who needs attention right now. Open it from Adoptions in the left navigation.
|
Column |
What it shows |
|---|---|
|
Adoption Date |
When the adoption happened |
|
Animal ID |
The ID from your shelter software |
|
Pet (Shelter Name) |
The pet's current name, with the name it had at your shelter in parentheses |
|
Adopter |
The pet parent |
|
Location |
Your shelter site |
|
Check-in icons |
One box per survey: Day 1, Week 1, and Months 1, 2, 4 and 6, and Year 1 |
|
Triage Status and Triage Date |
Where follow-up stands, and when it was last set |
|
Assigned To |
The staff member who owns follow-up, or n/a |
Find the pets that need you
- Triage Status: show only pets with a given status, such as Needs Contact.
- Check In Status: show pets whose surveys flagged a Medical, Behavioral or General issue. You can pick several types at once.
- Assigned Staff: show one person's caseload, or pets nobody is assigned to.
- Filters work together. For example, Needs Contact plus your name shows the pets waiting on you.
Sort the list: click the Adoption Date, Triage Date or Assigned To header. Click it again to go back.
Take action from the list
- Click a triage status to change it (see Triage statuses and assigning follow-up).
- Click the name under Assigned To to assign someone.
- Click a check-in icon to read that survey.
- Click a pet's name to open its profile, or hover a row and click the adopter's name.
Returned pets don't appear on the Adoptions List.