Referring a student to an agency


  1. Search for the student and in the Results table for the row of the student, click View.
  2. On the Student Profile page, click the Referral tag.
  3. In the Refer to External Agency box, from the Agency list, select the agency that you want to refer the student to.
  4. In the Reason box, type your reason for the referral and click Refer.

The student is added to the Open Referrals list and this referral appears under the Current Referrals section on the Student Profile page.

Follow-up Task

Designated safeguarding leads can complete a referral, see our help topic, Completing Referrals for Students.