Referral Templates

Purpose: This section is used to show how to create templates so that tutors and instructors can create referralswith their students.

How to Access: Administration > Advanced > Referral Templates

Click on the  + New Template  button. A pop up menu should appear and you will then be able to see the following:

1. The first section is the General Information section which includes:
   • Name - Name of the Referral Template you want to add.
   • Instructions - Beginning of the term you want to add.
   • Follow up by - End of the term you want to add.
   • Recipients - End of the term you want to add.
     
2. The second section is the Questions section which allows you to:
   • Edit Page Title - Set the Referral title for the page (What the User will see at the top of the questionnaire).
   • Edit Page Description - Setting a description is optional but can help describe what the referral is for or provide instructions on completing
   • Edit Question - Allows you to write the question that you want the users to see; there are many customization tools available to use.
   • Select Response type - The following are the three response types that are available:
     • Open Text - The response will be text entered by the user completing the Survey.
     • Multiple Choice - Where you can define Answer choices for this Question.
       NOTE: When you select multiple-choice, a new check box will be displayed with the option to allow multiple responses.
     • Label - Where you can add additional text to help explain a question or provide additional help to complete the survey.
   • Select if Answer Required - Allows you to decide whether or not the question is required to answer. Checking the checkbox means it's required.
   • Add Question(s) - Creates a new question when the  Add Question  button is clicked
   • Delete Questions(s) - Deletes a question when the  Delete  button is clicked.
     

Once finished click the  Save Changes  to continue.

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