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

Modified on Tue, 01 Aug 2023 at 12:51 PM

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.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article