Foster List
Open Fosters from the main navigation. The workbench provides:
- All and Needs review views, each with its count, and status filters for other states.
- A footer showing how many fosters match the current view.
- Search by foster name, email, or fostered pet.
- Status and tag facets.
- Sorting by name, recently updated, most space free, most pets fostered, or status.
Rows can show status, capacity, active assignments, other roles, tags, updated date, and custom fields enabled for the list.
Foster Profile
The identity header shows the foster's name, status, linked-role chips, and address context. Review current and historical placements in Assignments.
The toolbar contains Profile, Documents, Search this foster, and Print.
The left rail contains contact details, Home facts (address and Foster since), saved profile or status notes, tags, and document navigation. Capacity use, such as 2 of 3 spots filled, appears under the Assignments panel title. The center profile contains:
- Application History, when available.
- Assignments with status filters and placement actions.
- Custom Details from the foster form.
- Email History.
- AI Matches, when matching is in use and the user has access.
The right context column contains Activity and truncated Team Notes previews. Notes and documents each open in their own full tab. Click a note preview to read and reply.
Profile Actions
Depending on status and data, the profile can offer:
- Edit
- Download PDF of the latest application (use Print in the toolbar to print it)
- Convert to Adopter or Convert to Volunteer
- Send Email
- Archive, Unarchive, or Delete
Archive is unavailable while the foster has pets currently assigned.
Status Alerts
Pending applications show Approve and Decline when review actions are available. In Training, blocked, suspended, and denied records show status-specific notices and saved reasons when present.
Permissions
Foster management requires the Foster Coordinator role. Users without access see a permission notice.