Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 2 Next »

Search Page

After clicking the Referral tab, you will be brought to the referral search results page where you can see all referrals for the selected school and some brief information. This area also allows for searching and filtering of referrals to narrow down what you are looking for.

Clicking on a record will bring you to the Referrals Detail screen where more details are exposed and certain actions can be completed regarding the referral.

Color Coding

Each Referral record in the search results list will be shaded to indicate the status.

  • White

    • New - the referral has not yet had a status change since it was created.

  • Green

    • Accepted - the Counsellors has accepted the referral and is currently under their case load.

  • Red

    • Denied - either the referral has been denied by a Counsellors or by a Parent/Guardian. The specific details to this can be found when opening the referral and looking a the ‘History of Referral’ area.

  • Yellow

    • Waitlist - a Counsellors has put this referral on the waitlist so it can be looked into at a later date.

  • Gray

    • Closed - the referral has been closed by a Counsellor.

Referral Details

Details

image-20250221-145123.png

History of Referral

image-20250221-145123.png
  • No labels