Organizations - Transfer

Transfer Setting - Share expiration date

You can add a default expiration date for all your Organization's shares.

When a transfer request is made, the branch configured expiry date will be displayed, but you can change this date.

To set up a share expiry, go to Settings → Organization Settings → Transfer Settings and click Edit.

Open

Add the desired default expiration date and click on Confirm.

Open

Reason for transfer

Branches can select the transfer reasons they want to use in the system for all their child organizations.

To do this, click Settings → Organization → Transfer and select the Transfer Reasons tab.

You can select the transfer reasons to be indicated for your AHM.

Click on the line of a reason you want to add or remove to open the side panel. Then click on the blue pencil next to Manage this transfer reason for my sub-organizations and check or uncheck this box, depending on whether or not you want to keep this reason in your list of transfer reasons.

This modification is retrocompatible, which means that even if you've initiated a transfer with a reason you've deleted, the system will allow you to update it with the new reasons.