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 these agencies to assess or provide additional support, to address the record.
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:
- Sign in to Record Manager and find the record you want to add a referral to.
- Show the record’s details:
- From the Dashboard, select View Record.
- From the student’s Chronology, select Details.
- The record’s details will open within the student’s Chronology. Select Add Referral.
- On the Record a Referral pop-up:
- Select the Service you will be referring the record to. See Referral categories.
- Enter the details of your referral. Add as much information as needed to give the receiving agencies or authorities a clear picture of the case.
- Select Submit. The new referral will appear on the student’s Chronology and Referrals tabs with the status, In Progress.
Image 1. The new referral appears on the student’s Chronology.