- Enter the information you know into each of the referral fields.
- Type the student’s name into the Notes field so you can remember which student you’re referring.
- Save the referral as a Draft.
- When the student name is added as part of your school’s student roster, go to Tools and then Referral Management.
- Locate the draft referral and double-click anywhere in the row.
- Select the student name from the Student drop-down menu.
- Select the student’s grade if it doesn’t appear automatically in the Grade field.
- Delete the student’s name from the Notes field.
- Click Save Referral as Complete to submit the referral to SWIS, or Send for Review to send it to one of your school’s reviewers.
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