Mark a child ineligible for sponsorship

  1. From the child record, select Mark ineligible under Tasks. The Mark child ineligible screen appears.

  2. In the Reason field, select the reason the child is no longer eligible for sponsorship. Reasons are configured in Sponsorship reasons. For more information, refer toReasons.

  3. If the Reason selected allows for transfers and the child is associated with active sponsors, the Transfer section activates. From here, you have two options:

    • Select Matching child and the system matches the sponsor(s) with a child similar to the one now deemed “Ineligible.”

    • Select Specific child and you can then locate a replacement child for the sponsor.

  4. Select Create Selection of if you want to create a query selection of either Transferred source sponsorships or Transferred target sponsorships. The selection is available in Query after you run the transfer. In the Selection name field, enter a name for your selection. Select Overwrite existing selection if you want to overwrite any selection with the same name when you run the transfer.

  5. Select Start. The child is no longer available to match up with sponsors, and the child’s old sponsor(s) is assigned a new child. However, the new sponsorship status is “pending” and the old sponsorship remains “active” until the transfer is completed. This allows you time to confirm the transfer with the sponsor. For information about how to change the status to “complete,” refer toComplete pending transfer manually.

    You can also change the status using a global change. For more information, refer toComplete pending transfers in Global Change.

    Note: You establish how you want the system to handle transferred sponsorships in Manage Sponsorship Settings. Although the system default is to designate a transfer as “pending,” you can change the setting to Full transfer and eliminate the “Complete pending transfers” step.

    After the transfer process runs, the Mark Child Ineligible process status page appears.

    For information about process status pages, refer toTabs of a process status page.