Complete Pending Transfer through Global Change

When you transfer a child to a new sponsor, the new sponsorship status is pending until you complete the process. If you complete the process through Global Change you can define a time period you want to pass before the system automatically changes the sponsorships’ statuses.

1. From Administration, select Global changes.

2. Select Add. The Select a global change definition appears.

3. Under Sponsorship, select Complete pending transfers.

4. Select OK. The Add global change screen appears.

5. In the Name field, enter a name to identify your global change process.

6. If you want to base the change on just a specific site, in the Site field select the site you want changed.

7. In the Parameters frame, define the time period you want to wait before “pending” transferred are completed. For example, if you want to wait seven days, in the Units field enter “7” and in the Period field select “Day(s).”

8. In the Selection field, you can select a selection of records, created in Query, that you want updated. If you do not choose a selection, all pending transfers satisfying your parameter definitions are included in the change process.

9. Select Save to save the global change process and return to the Global Changes page.