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Transfer parameters

Transfer parameters

 

This is where you configure the expiration date and the reasons for transfers and movements within your sub-organizations.

 

Note: Only branches have access to the Transfer menu in Organization.

 

 

 

Transfer Setting

  • You can set a default expiration date for the sharing of transfers across all your sub-organizations during a season. This date determines the end of multi-organization sharing or transfers.

  • When a transfer request is made, the expiration date configured by the branch will be displayed.

  • To configure an expiration date, go to Settings → Organization → Transfer and click on Edit.

  • Click Confirm.

 

Reason for transfer

  • Branches can select the transfer reasons they want to use in the system for all sub-organizations. They can also adjust the status of each reason and determine whether sub-organizations are allowed to use it.

  • To do this, click SettingsOrganizationTransfer and select the Transfer Reasons tab.

 

  • Click on the row of the reason you want to add or remove to open the side panel.

  • Then, click on the blue pencil icon next to "Manage this transfer reason for my sub-organizations", and check or uncheck the box depending on whether you want to keep this reason in the list of transfer reasons.

  • Managing this reason for your sub-organizations means deciding whether they can use it or not.

  • This change is backward-compatible, meaning that even if you have initiated a transfer with a reason you later removed, the system will allow you to update it with the new reasons.