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Adoption Process (Basic walk-through) Classic UI

This procedure applies to persons coming into the shelter to adopt an animal that does not require a spay / neuter deposit. The animal’s record will already be in the system but the potential new owner may not be. October 2023


  1. Obtain the Animal ID.
  2. Search for adopting person.
    • If found, skip to step #3.
    • If not found, click on the Create a New Entry link or click on the New Record link in the orange menu to the left of the screen (if available).
    • Fill in the relevant blanks on the Add New Person Mandatory fields: first name, last name, residential address, mailing address if different than residential,   telephone number, and gender.  Depending on your organization you may be required to confirm identification and include date of birth.
    • Click Update Details.
  3. On the Edit Person Details page, click on the Scroll To Bottom link in the upper left hand section of the screen and click on the Adoption link in the Personal Categories
  4. On the Adoption screen, click on the Adopt an Existing Animal
    1. On the Animal Search page enter the Animal ID in the Go To Animal ID Click View.
    2. Click on the Adopt link next to the record if the record displayed is correct.
  5. If adopting multiple animals, click on the Adopt Multiple Existing Animals link
    1. On the Adopt Multiple Animals page enter the number of animals that are going to be adopted in the Number of Animals Click Get Animal ID’s.
    2. Enter each animal ID in the Animal ID fields that display. Click Next Page.
  6. On the Adoption Details page, you can click Print Adoption Contract so the client can view the contract details either in a pop up or you can print a hardcopy before completing the adoption if this has been set up for your site.
  7. Complete the following: 
    1. Alternate Contact Details: Enter the name and contact number for an alternate representative if none are showing in this section. This is for microchip registration requirements.
    2. Name: To change the animals name and to have the animals new name display on the printable forms you must change the name on the animal details page. Click on the free text box for the animal’s name to enter a name.
      • NOTE: ensure correct casing is used as there is no auto-case
      • If the animal has no name yet, then enter something that indicates this such as “unnamed” or “undecided”. This looks better on paperwork than a random character.
    3. Adoption Counsellor: Enter the first few letters of the counsellors name then click find.  This will generate a popup window.  Click on the name that you want to add.  This will close the popup window. 
    4. Adoption Fees: If the adoption fee was selected from the drop down list and it is incorrect, click on the down arrow to select the correct fee.
    5. Status: click on the down arrow and select the appropriate Adopted status.
    6. Age: make sure an age and DOB has been entered.
    7. Microchip Details: ensure all microchip details are entered, complete and correct. Rescanning the animal at the time of adoption to double check is recommended.
    8. Ensure all required fields are populated with the accurate information.
    9. Repeat for any subsequent animals if the Adopt Multiple Existing Animals option was used. 
    10. Click Finalize Adoption.
  8. The Add Receipt page will display.
  9. If your site is not enable for digital signatures, print at least two copies of the receipt, and have the adopter sign your copy.
  10. If your site is enabled to email receipts, you will be able to email the receipt directly from the Animal Details page one the PDF has generated.