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discipline:maintenance:referrals [2017/08/15 20:33] – jstanforddiscipline:maintenance:referrals [2022/09/14 16:33] (current) – apape
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-{{indexmenu_n>40}}+{{indexmenu_n>30}}
  
 ======Referrals====== ======Referrals======
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 //**Discipline > Maintenance > Referrals**// //**Discipline > Maintenance > Referrals**//
  
-<WRAP round intro>This page allows designated discipline approvers to review discipline referrals entered in txGradebook and take appropriate action (i.e, review or create an incident record). These discipline referrals may be entered by instructors or other employees who have authorization to enter referrals, such as a bus driver.+<WRAP box #no-print>{{:images:printer.png|printer icon}}[[:discipline:maintenance:referrals?do=export_pdf&toclevels=1-3&book_title=Discipline%0DReferrals| Click here to generate a PDF of this guide]]. 
 +</WRAP>
  
-  * You can only review referrals if you are designated as a discipline approver (i.e., the **Discipline Approver** field is selected on [[registration:maintenance:campusprofile:campusinformationmaintenance:principalcounselor|Registration > Maintenance > Campus Profile > Campus Information Maintenance > Principal/Counselor]]). +<WRAP round intro>This page allows designated discipline approvers to review discipline referrals entered in TeacherPortal and take appropriate action (i.e, review or create an incident record). These discipline referrals may be entered by instructors or other employees who have authorization to enter referrals, such as a bus driver.\\  \\   
-  * All approvers can view all referrals.+ 
 +  * You can only review referrals if you are designated as a discipline approver (i.e., the **Discipline Approver** field is selected on [[registration:maintenance:campusprofile:campusinformationmaintenance:principalcounselor|Registration > Maintenance > Campus Profile > Campus Information Maintenance > Principal/Counselor]]).\\  \\   
 +  * All approvers can view all referrals.\\  \\  
  
 Discipline incident numbers are automatically assigned when an incident record is created.</WRAP> Discipline incident numbers are automatically assigned when an incident record is created.</WRAP>
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 ====Review data:==== ====Review data:====
  
-To retrieve a list of referrals, type data in one or more of the following fields.  +VCV To retrieve a list of referrals, type data in one or more of the following fields.  
 +\\  
 <WRAP box>You must type a value in either the **Admin Number** or **Admin Name** field. The other fields are optional.</WRAP> <WRAP box>You must type a value in either the **Admin Number** or **Admin Name** field. The other fields are optional.</WRAP>
- +\\  
-^Field^Description^+
 ^Admin Number|{{page>general:discipline_referral_admin_number}}| ^Admin Number|{{page>general:discipline_referral_admin_number}}|
 ^Admin Name|{{page>general:discipline_referral_admin_name}}| ^Admin Name|{{page>general:discipline_referral_admin_name}}|
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 ^From Incident Date\\ To Incident Date|{{page>general:discipline_referral_from_to_incident_date}}| ^From Incident Date\\ To Incident Date|{{page>general:discipline_referral_from_to_incident_date}}|
 ^Pending\\ Reviewed\\ Completed|{{page>general:discipline_referral_pending_reviewed_completed}}| ^Pending\\ Reviewed\\ Completed|{{page>general:discipline_referral_pending_reviewed_completed}}|
- +\\   
-Click **Retrieve**. +VCV Click **Retrieve**.\\  \\   
- +  * If there are multiple pages, ++ page through the list.|{{page>general:page&inline}}++.
-The following data is displayed.   +
-  * If more referrals are retrieved than can be displayed on one page, you can ++ page through the list.|{{page>general:page&inline}} ++.+
   * ++ The grid can be re-sorted.|{{page>general:sort_grid_data&inline}} ++   * ++ The grid can be re-sorted.|{{page>general:sort_grid_data&inline}} ++
   * ++ Notes on sorting multi-student incidents|{{page>general:sort_multi_student_incidents&inline}} ++   * ++ Notes on sorting multi-student incidents|{{page>general:sort_multi_student_incidents&inline}} ++
- +\\   
-^Field^Description^+The following data is displayed.   
 +\\  
 ^Status|{{page>general:discipline_referral_status}}| ^Status|{{page>general:discipline_referral_status}}|
 ^Student ID|{{page>general:discipline_referral_student_id}}| ^Student ID|{{page>general:discipline_referral_student_id}}|
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 ^Sent to Office|{{page>general:discipline_referral_sent_to_office}}| ^Sent to Office|{{page>general:discipline_referral_sent_to_office}}|
 ^Last Updated Date|{{page>general:discipline_referral_last_updated_date}}| ^Last Updated Date|{{page>general:discipline_referral_last_updated_date}}|
- +\\   
-Click {{:images:mag_edit.gif|}} to take action for the student for this referral. A pop-up window opens. +VCV Click {{:images:mag_edit.png?16|Spyglass Icon}} to take action for the student for this referral.<div indent>A pop-up window opens. 
- +<WRAP box>**NOTE**: Enlarge window to see all fields when multiple discipline referrals are entered.</WRAP></div> 
-^Field^Description^+\\  
 ^Referral Detail|{{page>general:discipline_referral_detail}}| ^Referral Detail|{{page>general:discipline_referral_detail}}|
-^Review\\ Create Incident|{{page>general:discipline_referral_review}}|+^Review or \\ Create Incident|{{page>general:discipline_referral_review}}|
 ^Return Message|{{page>general:discipline_referral_return_message}}| ^Return Message|{{page>general:discipline_referral_return_message}}|
 +^Reviewed/Returned Date|{{page>general:discipline_referral_review_return_date}}|
 +\\  
 +VCV Click **Save**. To enable the **Save** button, you must select **Review** or **Create Incident**.
  
-Click **Save**. To enable the **Save** button, you must select **Review** or **Create Incident**. +  * The window closes, and the Discipline Maintenance page (Discipline > Maintenance > Student > Maintenance) opens where you can add additional information for all involved students, such as offense and action codes, and save the incident record.\\  \\   
- +  * If a referral record is created with no data in the action (bottom) grid on Maintenance > Student > Maintenance, a message is displayed indicating that the record was created with only the basic information. You must add the required information. Once the action information has been saved for the student (or all students involved in the incident have matching action information), the message is cleared.\\  \\  
-  * The window closes, and the Discipline Maintenance page (Discipline > Maintenance > Student > Maintenance) opens where you can add additional information for all involved students, such as offense and action codes, and save the incident record. +
- +
-  * If a referral record is created with no data in the action (bottom) grid on Maintenance > Student > Maintenance, a message is displayed indicating that the record was created with only the basic information. You must add the required information. Once the action information has been saved for the student (or all students involved in the incident have matching action information), the message is cleared.+
  
-Click **Cancel** to close the dialog box without making changes.+VCV Click **Cancel** to close the window without making changes.
  
  
  
  
discipline/maintenance/referrals.1502829208.txt.gz · Last modified: 2017/08/15 15:33 (external edit)

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