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Add a referral to a record

Updated

This article is for Designated Safeguarding Leads (DSLs).

Adding Referrals lets you document that you’ve referred a Safeguarding Concern or Behaviour Incident record to local authorities or services. Referrals records that you've engaged agencies or authorities to provide additional support to address the Concern or Incident.

Important

Record Manager does not provide communication channels (ex. email, chat) for sending referrals to local authorities or agencies. Contact the receiving agencies for their referral procedures.

To add a referral:

  1. Sign in to Record Manager and find the record you want to add a referral to.
  2. Show the record’s details:
    • From the Dashboard, select View Record.
    • From the student’s Chronology, select Details.
  3. The record’s details will open within the student’s Chronology. Select Add Referral.
  4. On the Record a Referral pop-up:
    1. Select the Service you're recording a referral for. See Referral categories.
    2. Enter the details of your referral. Add as much information as needed to give the a clear picture of the case on your referral.
  5. Select Submit. The new referral appears on the student’s Chronology and Referrals tabs with the status, In Progress.

Image 1. The new referral appears on the student’s Chronology.