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Transfer Agency to Shelter/Rescue list

If you find that an entity added to the Agency drop-down really should have been added to the Shelter/Rescue list instead. This document walks you through how to perform that process. 

Be mindful that the terms Agency* and Jurisdiction** may be variously labelled as, for example, Council*, Contract Agency**, Region*, Local Authority**, County**, Province*, Warrant Area**, etc For the purpose of this document, Agency and Jurisdiction will be used.

Users will need access to the Administration pages to perform this task.

From the Welcome/Search page:

  1. Use the Agency drop-down to locate the entity you wish to move. 
  2. Make a note of the Person ID Number and the name that showed in the drop-down. You will need these later.
  3. Click the link to Administration in the nav bar menu
  4. Search for Edit Drop Down Lists and click the link when found
  5. Scroll down to the blue section and locate the entry for Agency/Jurisdiction
  6. Click Maintain
  7. Locate the entity you need to move to the other list. If required, use the Search box provided. 
  8.  When located, click the Deactivate button at the end of the row. 
    • Note: this does not remove the item from this list. If it was deactivated in error, it can be reactivated at any time. 
  9. Confirm you wish to deactivate by clicking the Deactivate button in the pop-up that will appear. 
    • You will no longer see a Deactivate button at the end of the row, but a Reactivate button instead.
  10. Once the Agency is deactivated, return to the Administration menu using the breadcrumbs at the top of the page. 
  11. Using the Search feature, find the entry Add Existing Person to Shelter/Rescue Drop Down List.
  12. Enter the Person ID Number from earlier into the relevant search field and click View
  13. Click Create Shelter Rescue
  14. Enter the name of the entity as recorded in step 2 into the Shelter Rescue Name field provided
  15. Click Add Shelter Rescue
  16. If successful, you will see a small note at the top of the page that reads Shelter has been added and the button will now be greyed out and inert. 
  17. Use the links in the nav bar menu to return to the Search page. 

IMPORTANT: once transferred from one list to the other, all receipts and animals linked to the entity will remain. Nothing is deleted and the only thing that changes is how the entity is presented for users. This change can be reversed at any time.