Creating a Referral

Creating a Discipline Referral

1. The RefPG1 will be displayed with some information about the student and the incident already filled in.
2. If the student has any Alert Codes entered on the Student Master, these codes will automatically appear when the student name is selected as the RefPg1 appears on the screen.
3. Verify the time Code and Location. These values default to 02 (during class) and 13 01 (Classroom). To change either the Code or Location, click the field and make your selection from the list and click Ok.
4. Click in the top Incident Code cell and select an appropriate code, then click Okay. You may select up to 3 additional incidents by clicking on the next field(s). Select the most important incident code first.
   • Note: selecting a weapon incident and a bullying incident will result in additional pop-up windows requesting additional required information about the incident.
5. If there are any witnesses to the incident, their names may be entered in the Witnesses field.
6. Select the Evidence from the pick list if any evidence exists.
7. In the Remarks area, type in a description of the incident.

1. Click on the RefPG2 tab at the bottom left of the screen to change to page 2 of the referral.
2. Enter the actions that you took as the teacher. If Code 06 Referred to Office is selected, the principal and disciplinarians will receive an email notifying them of the new referral.
3. Select the type of parent contact; enter the date of the contact.
4. If there are any Recommendations to enter, type them in the Recommendations field, then select the date.
5. Enter the Motivation for the incident in the Motivation field.
6. You may enter additional perpetrators of the incident in the Perpetrator field. By selecting additional perpetrator(s), page 1 and page 2 discipline information will be created for these additional students when this first record is saved. If this is a bullying incident you are required to select the victim(s) and other perpetrator(s).
7. The Admin and Hearings pages will be grayed out as the teacher does not have permission to enter any data on these pages. The teacher may view the disciplinarian administrative decision later via the gear box for the student.
8. Click the Save button at the bottom of the screen. Then click the X at the top right to return to the Gradebook.