Professional Documents
Culture Documents
Referral Process-Steps
Referral Process-Steps
Referral Process-Steps
Step1:Choosethedateandtimeoftheincident.
Step2:WritetheStudents( FIRSTandLASTname)intheTITLEbox.
Step3:(VERYIMPORTANT)Select(CLAYTONELLIS)ontherighttonotify.Thisneedsto
happenorthereferralcannotgothroughtobesubmitted.
Step4:TypeinageneraldescriptionintheContextDescriptionbox.
Step5:Selectalocation
Step6:Atthebottomofthispageclickon( AddEvent/Participant)thisconnectstheincidentto
thestudent.DONOTwriteanythinginthedetailsboxyet.Pleaseleaveitblank.
(NextPage)
7:Selectthe(EventType)thatbestdescribestheincident
8:Selectthe(ContactAttempt)BesuretofollowupwithcontactifyouchooseWillcontactlater
today.Weneedcontacttogohomebeforethestudentdoesandafirsthandaccountofwhat
tookplaceisalwaysideal.
9:(MostImportantsteponthepage)A ddthep
articipantsname.Youcanbegintotype
lettersofthenameandthensearch.Thenameswillappearevenifitispartial.Select/Clickon
thenameofthestudentfromthelistsoitappearsinthebox.
10:Thenextimagesshowthedescriptionboxanditwillnowappear.Thestudentsnameis
nowaffiliatedwiththeincident.Thisiswhereyouwillfillinthedescriptionanddetailsofwhat
happened.
11:Whenyouareallfinishedbesuretoclickon( SAVEDRAFT)atthebottom.
12:Whenalliscompletedandsavedyoucannow(SUBMIT)thereferralanditwillgothrough
toadmin.Noticeatthetopthatyourreferralisintheincidentreferraleditorboxwaiting.Once
youhitsubmititwillnolongerbethere.Ifyouseeanyreferralsinthisboxatthetopwhenyou
areintheprocessofwritingone,thenitDIDNOTgothroughandiswaitingintheholdingbox.
THISiswhenyouwouldsubmit
IfyouhaveanyfurtherquestionspleasetouchbasewithClaytonEllisforanysupportneeded.