Viewing Transfer History
Transfer history provides a complete record of all pet movements between your organization and partners.
From a Partner Profile
- Open any partner's profile page
- Look for the "Pet Transfers" section
- You'll see a chronological list of all transfers
Transfer Information
Each transfer record shows:
- Date: When the transfer was created
- Type: Incoming or outgoing transfer
- Pets: Number of animals transferred
- Status: Current state (Pending, Completed, or Cancelled)
Understanding Transfer Metrics
Partner Activity
At the top of the transfers section, you'll see:
- Total incoming transfers
- Total outgoing transfers
- Overall transfer activity level
Transfer Patterns
Review transfer history to identify:
- Most active partner relationships
- Seasonal transfer patterns
- Types of animals most commonly transferred
- Average transfer sizes
Using Transfer History
Planning Purposes
Transfer history helps with:
- Capacity planning
- Resource allocation
- Identifying reliable partners
- Tracking partnership effectiveness
Reporting
Use transfer data for:
- Monthly activity reports
- Grant applications
- Board presentations
- Partnership evaluations
Relationship Management
Monitor history to:
- Recognize active partners
- Identify declining relationships
- Plan outreach to inactive partners
- Celebrate successful collaborations
Transfer Records
What's Tracked
Each transfer maintains:
- Complete pet list
- Transfer notes
- Status changes
- Creation and completion dates
Finding Specific Transfers
To locate a particular transfer:
- Navigate to the relevant partner
- Scan the transfer list by date
- Look for the pet count and type
- Check the status indicator
Historical Data
Transfer records are maintained indefinitely, providing:
- Long-term partnership history
- Outcome tracking for transferred pets
- Compliance documentation
- Statistical analysis data
Best Practices
Regular Review
- Check transfer history monthly
- Compare activity across partners
- Identify trends and patterns
- Address any concerns promptly
Documentation
- Keep transfer history updated
- Add notes for unusual circumstances
- Document any issues or successes
- Maintain accurate status information
Partner Relations
- Share positive outcomes with partners
- Celebrate successful transfers
- Use data to strengthen relationships
- Address any recurring problems