Hold Interested Party Procedure

*Note:  The Hold Interested Party link in the Search Menu on the Welcome page is used by shelters who wish to log public interest in an animal as a form of barometer of the adoptability of the animal.  Once clicked the processes is the same as above starting from step 4a.  These entries are display as Anonymous next the Interested Parties:link on the left hand side of the Edit Animal Details page. Reference your local Standard Operating Procedures for details on how and when this function should/can be applied in your organisation.

1. Search for person requesting the hold.
   • 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.
   • Click Update Details.
2. On the Edit Person Details page, click on the Scroll To Bottom link and click on the Hold Interested Party link.
3. The Hold Interested Party page will display.
   • If the Person already had a file, click on the List Current Hold Interested Party Animals link to ensure that the animal is not already on hold for this person.
   • Click on the Return to Hold Interested Party link when done.
4. If the animal was not listed click on the Hold Interested Party for an Existing Animal link.
   • On the Animal Search page enter the Animal ID in the Go To Animal ID field.  Click View.
   • Click on the Add Interest link.  The Edit Animal Details page will display.
5. The Hold Interested Party page will display:
• Animal ID: Click the Animal ID number link to view Animal Details page. Depending on your local protocols, you may need to use this to apply information to the Put Animal On Hold link in the Animal Menu and/or notes in the General Animal Notes link. 
• Animal Information: Basic animal information such as Type, Name, Breed, Colour and Microchip will display so you can verify this is the correct animal. This information is static and can only be amended via the Animal ID link above.
• Products / Services: If your site asks a donation or deposit, it can be applied via this link. 
• Status: If appropriate, the status and status date can be amended here. NB: Sub-statuses cannot be applied at this point.
• Hold Period: If applicable, a length of time can be specified here. NB: this information will display on the Hold Interested Party document only, not on the Animal Details page anywhere nor on the Interested Party Report (221). 
• Signature: If required, a Digital Signature can be applied here if your site is set up for this. 
• Click Update Details. 
6. Depending on local settings, either the Hold Interested Party information sheet will be displayed or you will go to a receipt page. Complete any receipting information as and if required and update to display the Hold Interested Party information sheet. This page should be printed and given to the client.
7. Click To Animal Details link to return to the Animal Details page.
8. If you haven't done so already, record in the General Animal Notes or Put Animal on Hold link the circumstances of the hold if applicable. E.g. if contact to confirm was requested and if so within what period or any other details that might prove relevant. 
9. At the top of the Animal Details page, the Interested Parties link will have amended it's number count to notify you of the presence of this interested party. To view Interested Party information from the Animal Details page, click the Interested Parties link to get a pop up that displays all the information entered via the Interested Party processing page. 

This information can be viewed in bulk via report 221 Interested Party Report found in the Shelter Reports group. The generic number of interested parties will also display on report 226 In Care Inventory. 

NB information added via the Put Animal On Hold link is not currently reportable.

Hold Interested Party Procedure for Anonymous Interest

1. On the Welcome page in the Search Menu click on the Interested Party link.
2. The Animal Search page will display.
   1. On the Animal Search page enter the Animal ID in the Go To Animal ID field.  Click View.
   2. Click on the Add Interest link.  The Edit Animal Details page will display.
3. Click Update Details.
4. The Hold Interested Party information sheet will be displayed. This page should be printed and given to the client.
5. NOTE: Interest added in this manner displays on the Animal Details Page only, it is not reportable.