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    Managing Adopter Status

    Change, track, and understand adopter status in your organization

    Adopter Status Types

    Every adopter has a status that controls adoption eligibility and profile actions.

    • Active: Approved and eligible to adopt.
    • Pending: New application awaiting review.
    • Inactive: Archived or no longer actively adopting.
    • Blocked: Ineligible to adopt. This is the strongest restriction.
    • Suspended: Temporarily restricted from adopting.
    • Denied: Application denied, with the record kept for reference.

    Change an Adopter Status

    1. Open the adopter profile.
    2. Click the status badge in the hero or the status row in the Contact card.
    3. Choose the new status in the Change Status dialog.
    4. Add notes when required.
    5. Click Update Status.

    The dialog shows the current status, available next statuses, descriptions, warnings, and a notes field. Notes are required for restrictive changes such as Blocked, Suspended, Denied, or Inactive.

    Pending applications are handled through the profile alert with Approve and Decline.

    Status Effects

    • Active adopters can start adoption workflows when they have pending pets.
    • Pending adopters must be approved before adopting.
    • Inactive, Blocked, Suspended, and Denied adopters cannot start new adoptions.

    The profile action menu changes based on the current status.

    Status Notes and Timeline

    The latest status notes appear in the Status Notes card when present. Recent status changes also appear in the Activity Timeline with other adopter activity.

    Blocked Status Behavior

    Blocked is a person-level safety restriction. When an adopter with a linked foster role is blocked, PawPlacer can also block the linked foster role so the person cannot continue animal-facing activity through that role.

    Other status changes are managed independently by role.

    Filtering by Status

    On the Adopters list, use the status filter to show only adopters in a specific status. The filter includes pending counts so your team can quickly find applications that need review.

    Review Pending Applications

    1. Open Adopters.
    2. Filter by Pending.
    3. Open an applicant's profile.
    4. Review contact details, custom answers, documents, and team notes.
    5. Click Approve or Decline in the pending application alert.

    Approval changes the adopter to Active. Decline changes the adopter to Denied.

    Next Steps

    • Add pets to adopters
    • Manage dual-role contacts
    • Manage adopter records
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