The Add Referral feature allows authorized staff to record student behavior incidents within openSIS. Referrals create a formal record of disciplinary events by capturing the students involved, incident details, behavior classifications, reporting staff, assigned staff, and any administrative decisions. This information helps schools maintain accurate behavior records and ensures incidents are tracked through resolution.
The referral creation process begins by selecting the student(s) involved in the incident.
The first screen displays the student list.
You can:
Note: A referral can include multiple students when an incident involves more than one participant.
After selecting the students, complete all applicable referral details.
Displays the students selected during the previous step. Additional students can also be added if necessary.
Select staff members who witnessed the incident.
Choose the date on which the incident occurred.
Enter the time the incident took place.
Select the motivation that best describes the reason behind the student's behavior, if known.
Examples may include:
The available options are determined by your school's configuration.
Select where the incident occurred, such as:
Available locations depend on your system configuration.
Select the primary behavior that best describes the incident.
Examples include:
Select any secondary behavior associated with the incident, when applicable.
Both classifications help schools generate accurate behavior reports and identify disciplinary trends.
Enter a detailed description of the incident using the rich text editor.
You can include:
The editor supports standard formatting options to improve readability.
Depending on your school's configuration, additional behavior fields may be available.
These may include:
These optional fields allow schools to capture institution-specific behavior information.
The panel on the right side of the page allows you to assign responsibility for the referral.
Select one or more staff members responsible for reviewing or managing the referral.
Select the staff member submitting the referral.
This field identifies who reported the incident.
If referral tags have been configured, they can be applied to categorize the referral.
Tags help identify referrals based on:
Tags can also improve filtering and reporting.
Choose the appropriate administrative action for the referral, if applicable.
Examples include:
Administrative decisions can also be updated later if needed.
After reviewing all entered information:
The referral is saved and becomes available in the Referrals list for future review and follow-up.