How do I send a referral to someone else for review?

Last Updated: Mar 05, 2018 02:07PM PST
If your school has Referral Workflows enabled, you can send a referral to any reviewer in your building before it’s saved. 

To save a referral and send it away for review:
  1. Click Add Referral and enter at least the minimum fields.
  2. Check the “Send to Default Reviewer” box to send the referral to the person listed as the default reviewer for your account
  3. Click Send for Review
To send the referral to someone other than the person listed as the default reviewer for the account:
  1. Uncheck the “Send to Default Reviewer” box.
  2. Click the black triangle in the Send for Review button to display a drop-down menu of reviewers.
  3. Click to select the appropriate reviewer.
  4. A green notification appears letting you know the draft referral saved and went to the selected reviewer.


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