Creating a Referral Template

1. Go to Administration > Advanced > Referral Template
   • 
2. Click + New Template.
3. Type a name for this Referral Template.
4. Type and select the user who will follow up this kind of referrals by default.
5. Type and select the users who will be notified by default this type of referrals.

Accudemia provides you a sample questionnaire as template. Customize it to your needs.

• Users who have made a referral template before, to create a new referral go to:

            SI Class Attendance > Referrals

1. Click on + New Referral.
2. Select the Referral Template you want to use.
3. Type and select the instructor.
4. Type and select the class.
5. Type and select the student.
6. Type and select the user who is going to follow up the student.
7. Select a date to follow up on the referral, it's used as a reminder of when this referral should be reviewed/updated.
8. Type comments about why the student has problems, or the reason of the referral.
9. You can choose whether the student receives the referral updates.
10. Type and select the users who are going to be notified by updates in this referral.

Questionnaire data

1. Complete the Referral Questionnaire.
2. Click the Save Changes button.

Administrator Quickstart | Next: Entering Follow ups