Adding a Referral Checklist

If your school has the minor infractions functionality enabled, you can mark a referral as "Minor Infraction - No administrative action needed" if the issue was considered a minor infraction and administrative action is not needed.

2. On the Search Screen, enter search criteria to locate the student and click Search.

3. In the list of search results, click the Student name.

4. Adjust the Incident Date, if needed.

5. If the issue is a minor infraction and no administrative action is needed, select Minor Infraction - No administrative action needed.

6. Select the Teacher Code.

7. Fill out any additional required fields.

8. Once the form requirements are completed, click Save.

9. In the pop-up window, click Done to go to the Portal screen. Click Go To Referral to view the referral in the Referrals screen. Click Enter Another Referral to go back to the Add Referral screen.

SIS Teacher Checklists

Other Resources