Ofsted looks for evidence that staff understand when to make referrals. Therefore, we recommend that you ensure that you add guidance documentation about referrals to your Document Manager, see our help topic, Uploading and managing documents.
When you click the referral tag, you will get a choice of agencies. You must still make your referral in the normal way. This is simply to record the fact you have made the referral unless you are advised otherwise from within the software. This will mark the chronology for you, and it will also create it as an ‘Open Referral’ on your dashboard. Referrals can be closed by clicking the on the referral located just above the child’s chronology.