How are reviewers notified when a referral is assigned to them?

Modified on Tue, 01 Aug 2023 at 11:56 AM

Reviewers will receive an email when a referral has been assigned to them. The email received will contain the information below:

Hi XXX,

XXX XXX at Starfleet Academy just assigned a referral to you in SWIS. Log in to the application and check out Referral Management to view more details.

 
Log In to SWIS
 

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:

  1. 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 Complete button.
  2. If you have questions about the referral summary, click Send To and select the referral’s creator to assign it back to them.
  3. Double-click the row and click Edit to add any missing information to the referral. Save it as complete, or send it for review.

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