Approve Transfers

Authorized users with Local or State Approver permission can approve transfers from the Approve Transfers page (click Approvals & Management > Approve Transfers in the menu) after selecting the appropriate organization/facility from the search bar. Note that the organization/facility must have one of the following options enabled:

Search for Returns using Filters

To help narrow down the list of transfers requiring approval, you can use filters to eliminate transfers that do not meet the search criteria. The following options are available:

Search Option	Description
Organization	To search for transfers from a specific organization, click in the field and enter the first few characters of the name and/or select it from the drop-down list.
Facility	To search for transfers from a specific facility, click in the field and enter the first few characters of the name and/or select it from the drop-down list.
PIN	To search for transfers from a specific PIN, click in the field and then select it from the drop-down list.
Transfer Date	To search for transfers created during a specific date range, enter the start and end dates.
Transfer #	To search for a specific transfer number, enter it in the field. The page updates automatically as the number is entered.
Show/Hide Search Filters	To hide or display the search criteria section of the page, click the filter icon ().

The list of transfers appears in the Transfers for Review and Approval section. The columns and buttons in this section are as follows:

Column/Button	Description
Transfer #	Click the transfer number to view the details. See Review and Approve Transfers.
Sending Organization/Facility	The organization/facility that is sending the transfer.
Receiving Organization Facility	The organization/facility that is receiving the transfer.
Transfer Date	The transfer date.

Review and Approve Transfers

To review and approve transfers, click a transfer number in the list. Once the transfer number is clicked, the details of that transfer appear on the Approve Transfers page. Enter the approved quantities and scroll down to the bottom of the page to Approve (or Deny) the transfer. If the Approve button does not appear on the page, review the page for errors and correct them.

Sending Facility Information

If the Sending Facility Information section is hidden (for example, the arrow is pointed to the right: >), click the header line to expand it (after which the arrow changes to point downward). To collapse the section to shorten the page length, click the header line again.

The sending Organization & Facility information and the Shipping Information are displayed in this section. The information is read-only.

Receiving Facility Information

The receiving Organization & Facility information and the Shipping Information are displayed in this section. The information is read-only.

Transfer Details

This section displays the details of the transfer and has the following buttons, columns, and fields:

Button/Column/Field	Description
Vaccine	The vaccine name, product, presentation, and NDC number.
Lot #	The lot number for the vaccine.
Expiration Date	The expiration date for that specific lot number.
Sending Organization QOH	The quantity on hand for the sending organization/facility.
Receiving Organization QOH	The quantity on hand for the receiving organization/facility.
Reason for Transfer	The submitted reason for the transfer.
Requested Transfer Doses	The number of doses requested to be transferred.
Approved Quantity	The number of doses approved to be transferred.
Deny Entire Transfer	Toggle this switch to the right (and select a reason) to deny the entire transfer request.
Reason	Select a denial reason from the drop-down list.

Click Approve to approve the transfer. Click Deny to deny the transfer (after selecting the Deny Entire Transfer and Reason options, for example). If the Approve or Deny button does not appear, review the transfer again and correct any errors. Errors on the page are marked with yellow boxes; scroll over an error to view the details.