Skip to main content

Close a referral

Updated

This article is for Designated Safeguarding Leads (DSLs).

You can close a Referral once it’s accepted or actioned by local authorities or agencies, or when you’ve reviewed it.

Note

You can't reopen a closed Referrals, but you can add new ones.

To close a referral:

  1. Sign in to Record Manager and select to Referrals on the left menu.
  2. Find the Referral using the Search bar.
  3. Select Details.
  4. Select Mark As Closed.
  5. On the confirmation prompt, select Yes, close. The referral’s status will show ‘Closed’ in the Referrals page.