Referrals

Discipline > Maintenance > Referrals

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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.

You can only review referrals if you are designated as a discipline approver (i.e., the Discipline Approver field is selected on 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.

Review data:

❏ To retrieve a list of referrals, type data in one or more of the following fields.

You must type a value in either the Admin Number or Admin Name field. The other fields are optional.

Admin Number	Begin typing the administrator's ID. As you begin typing, the drop-down list displays administrators whose IDs match the numbers you have typed. Select the administrator from the drop-down list.
Admin Name	Begin typing the administrator's name in one of the following formats: • Last name, comma, first name • Last name initial, comma, first name initial As you begin typing, the drop-down list displays administrators whose names match the letters you have typed. Select the administrator from the drop-down list.
From Grade Level To Grade Level	Type the beginning and ending grade levels for the range you want to retrieve.
From Name Range To Name Range	Type the range of last names you want to retrieve (e.g, AA-MC).
From Incident Date To Incident Date	Type beginning and ending dates to see referrals for a specific range of dates. Use the MMDDYYYY format.
Pending Reviewed Completed	Select one or more statuses to see only referrals with a particular status. You must select at least one.

❏ Click Retrieve.

If there are multiple pages, page through the list.

Click to go to the first page of the report or list.
Click to go back one page.
Click to go forward one page.
Click to go to the last page.
Click to select the page number you want to view in the report or list.

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The grid can be re-sorted.

You can re-sort the grid by clicking on an underlined column heading. It will sort in ascending order. Click it again to sort in descending order.

A triangle next to the column heading indicates the column by which the grid is currently sorted and whether it is sorted in ascending or descending order.
Notes on sorting multi-student incidents

The default sort is by Status (Pending, Reviewed, Completed), then Incident Date, and then by Student ID.

In the default sort, students in a multi-student incident are grouped together within status and incident date, and then by student ID. The Status field displays only in the row of the first student ID.

However, when sorting the grid by student ID, student name, or other column heading, the students may no longer be listed next to each other, even though they are still associated with the same incident. Sorting the grid does not break the association between these students; it merely separates the names in the list.

The following data is displayed.

Status	The current status of the referral is displayed: Pending status indicates referrals that have been submitted via TeacherPortal and are awaiting review and further action from an administrator. Reviewed status indicates referrals that have been reviewed by an administrator, and for which the administrator is taking no further action. Completed status indicates referrals that have been reviewed by an administrator, and for which further action was taken (i.e., an incident record was created.)
Student ID	The student's ID is displayed.
Students	The names of the students associated with the referral are displayed.
Teachers	The name of the instructor who submitted the referral is displayed.
Grade Level	The student's current grade level is displayed.
Offense Code	The PEIMS offense code associated with the incident is displayed.
Referrer Comment	Any comments entered by the instructor or employee who entered the referral are displayed.
Loc	A code indicating the location of the incident is displayed.
Severity	A code indicating the severity of the incident is displayed, as indicated by the referrer. For example, code H (i.e., high) is displayed if the nature of the offense is very severe.
Incident Date	The date on which the incident occurred is displayed.
Sent to Office	The field is selected if the student was sent to the office as a result of the incident.
Last Updated Date	The date on which the discipline referral was last updated via TeacherPortal is displayed.

❏ Click to take action for the student for this referral.

A pop-up window opens.

NOTE: Enlarge window to see all fields when multiple discipline referrals are entered.

Referral Detail	Information is displayed as entered in TeacherPortal by the employee who submitted the incident referral.
Review or Create Incident	Indicate if you want to create an incident record or take no further action: Create incident - Select to create an incident record. Review - Select if you have reviewed the referral and are taking no further action.
Return Message	Whether you created an incident record or not, it is strongly recommended that you type comments explaining your decision, up to 2000 characters.
Reviewed/Returned Date	Type the date using the MMDDYYYY format that the referral was reviewed or returned. This date cannot be less than the Incident Date.

❏ 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.

❏ Click Cancel to close the window without making changes.

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