After a Referral to Intervention has been completed on a student, an Admin or User account with appropriate security permissions can approve the referral through the Referrals for Intervention Approval page.
The Referrals for Intervention Approval page can be accessed from the Navigation Tree by clicking the mouse on Student Data | Interventions | Referrals Approval. The Referrals for Intervention Approval page can limit the records to display by Referral Status or by Date Range.
To limit the list to display by Status, select a value from the Limit By Status drop down list.
To Include Inactive Students, click on the option.
To limit the list to display for specific Dates, enter a date range in the date boxes.
The Details button under the More Info column can be clicked on and will display the Referral information in a pop up window.
The Edit button under the More Info column can be used to add additional information to the Referral record.
The Approve and Deny buttons under the Approval Process column can be used to approve or deny a referral. Click the mouse on Approve or Deny for the corresponding record.
If Deny is clicked, a text box will display asking for input on why the referral is being denied. Enter an explanation and then click on the OK button.
The Referral will then display with the word Denied in red under the Approval Process column.
If Approved is selected, a text box will display asking for input on why the referral was approved. A link to schedule a meeting is also provided below the comment area.
When complete the word Approved will display in blue under the Approval Process column.
The Referral record’s updated Status will also display on the Referrals to Intervention Details page.