Return Surrender Procedure

This is how to return an animal that had previously been surrendered to your care by it's owner into the care of that owner or family.

1. Make a note of the Animal ID number, in case the client has surrendered more than one.
2. Search for surrendering person. If this is the exact same person who surrendered the animal previously, they will exist in the system. If it is a family member or authorised agent, they may not. 
   • If found, skip to step #3.
   • If not found, click on the Create a New Entry link.
   • Fill in the relevant blanks on the Add New Person page. 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 then click on the Surrender link in the Personal Categories
4. On the Edit Surrender Details page click on the Return Surrendered Animal to Owner 
5. Click on the Return to Owner link on the left hand side of the relevant animal entry. If not obvious, use the Animal ID number to verify.
6. The Animal Details Page will display. Complete the following (All Yellow fields are mandatory and may or may not be listed below):
• Status: change the status to either Returned Surrender or Return to Owner (depending on local preferences)
• Shelter Tag / Band Number: depending on your local settings, this may be required.
• Check the Microchip number (if applicable)
• Enter the Animal Name if not already on file
• Update the age if required
• If applicable, assure the Evaluation Category is correct.
7. Click Update Details to proceed to the receipt page.
• Payment Method: Click on the down arrow to select the method of payment. EX: credit card, check, cash, etc. If no fee is required, click on the down arrow to select Free of Charge.  This page is displayed so that donations can be entered if needed.
• Complete applicable fields based on the payment method.
• Ensure there is a designated allocation selected if receiving payment.
• If Digital Signatures are enabled for your site and this type of form, have the client sign now. 
• Click Update + Print.
8. Print copies of the receipt as required.