Create a New Transfer

If the organization/facility has the Allow transfers option enabled, authorized users can transfer vaccines from one organization/facility to another organization/facility that might have a greater need for them.

To begin the transfer process, click the Orders & Returns > Orders & Transfers menu link. The Orders and Transfers page opens. If vaccines are available for transfer, click the Advertisement Listing tab to view the list (see Vaccine Advertisement for more information).

To create a new transfer, click the New Transfer button toward the top of the page. The New Transfer page opens with the Transfer/Advertise toggle in the Transfer position. Select a receiving organization and facility (if applicable) by either clicking in the field and selecting an organization/facility from the list, or entering the first few characters of the name and then selecting from the list.

To search for a vaccine, either click the Vaccine column header to sort the list alphabetically, or enter a few characters of the vaccine name or lot number in the Search Vaccines field. Locate the vaccine(s) to transfer in the list, enter the transfer quantities, and click Submit Transfer.

The following options, columns, fields and buttons are available on the New Transfer page:

Option/Column/Field/Button	Description
Transfer / Advertise	If the Administration > Settings > Properties > Vaccine Management > Enable Vaccine Advertisement option is enabled in IWeb, a Transfer / Advertise toggle switch appears at the top of the New Transfer page. To create a new transfer, toggle the switch to the Transfer position, which is the default. To advertise vaccines available for transfer, toggle the switch to Advertise (and see Vaccine Advertisement for more information).
Receiving Organization	Enter or select the receiving organization.
Receiving Facility	Enter or select the receiving facility.
Search Vaccines	To search for a specific vaccine in the list, enter at least a few characters of the vaccine name in the Search Vaccines field. The list on the page narrows to include only vaccines that contain those characters. To return to the full list, remove the text from the Search Vaccines field.
Vaccine	The vaccine name, product, packaging information, and NDC number for the specific vaccine lot number.
Lot #	The vaccine lot number. Each lot number is displayed in a separate row.
Exp Date	The expiration date for this vaccine lot number. If the vaccine lot is due to expire in less than 90 days, a clock icon is displayed above the date and the cell has a yellow bar. If the lot has already expired, a triangle icon with an exclamation point (!) is displayed above the date and the cell displays a red bar.
Available Quantity	The currently available quantity of the vaccine lot. The available quantity can determine whether or not a vaccine can be transferred.
Transfer Quantity	Enter the number of doses to transfer.
Transfer Reason	Click the Comment button (which appears after a number is entered in the Transfer Quantity field) to open the Transfer Reason pop-up window and enter a reason why the vaccine should be transferred in the Comments box, then click Save. Once a comment has been saved, link icon () appears. Click the link icon to edit the transfer reason.
Cancel	Scroll down to the bottom of the New Transfer page and click Cancel to cancel the transfer.
Submit Transfer	When all of the information has been entered, scroll down to the bottom of the page and click Submit Transfer to submit the transfer for approval.

After clicking the Submit Transfer button, the transfer is placed in the local or state approver's Transfers for Review and Approval queue. It is also added to the list of transfers in the Outbound Transfers tab section on the Orders & Transfers page for the sending organization/facility and the Inbound Orders & Transfers page for the receiving organization/facility.