Reviewing Referrals in SWIS
When you log in to SWIS, you’ll see a notification in the upper right-hand corner of the screen letting you know you have referrals to review. Head to Tools and click Referral Management. If many people review referrals in your building, the first thing to do is sort the list of referrals by Reviewer to quickly find which referrals are yours.
There are three primary actions you can take when you review a referral:
- Click on the row once to view the referral’s summary. If there is no missing information and it all looks good, click the Save As Completebutton.
- If you have questions about the referral summary, click Send To and select the referral’s creator to assign it back to them.
- Double-click the row and click Edit to add any missing information to the referral. Save it as complete, or send it for review.