Behavior & Discipline in openSIS | Manage Student Referrals

Manage Behavior & Discipline (Referrals) in openSIS

Overview

The Behavior & Discipline (Referrals) module allows teachers to record, track, and manage student behavior incidents.

Teachers can:

  • Create new referrals
  • View referrals related to them
  • Edit and update referrals
  • Add comments and track actions
  • Close referrals after resolution

How to Access

Go to:
Behavior & Discipline → Referrals

Referral List View

This screen shows all referrals associated with the logged-in teacher.

A teacher will see referrals where:

  • They are the reporting staff, OR
  • They are assigned to the referral

Columns Explained

  • Date of Incident → When incident occurred
  • Referral ID → Unique identifier
  • Possible Motivation → Reason behind behavior
  • Problem Behavior (Major/Minor) → Categorized behavior
  • Student(s) Involved → Affected students
  • Reporting Staff → Who created the referral
  • Assigned To → Staff responsible for handling

Filters & Controls

Marking Period

  • Filter referrals by marking period
  • Example: Quarter, Semester
  • Search referrals quickly
  • Apply detailed filters

Open / Closed Toggle

  • Open → Active referrals
  • Closed → Resolved referrals

Tags Filter

  • Filter referrals using tags
  • Helps categorize incidents

Clear

  • Resets all filters

Export to Excel

  • Download referral data

Add New

  • Create a new referral

Create New Referral

Step 1: Select Students

  • Choose one or multiple students
  • Click Next

Step 2: Fill Referral Details

Referral Form Fields

Student(s) Involved

  • Selected students appear here

Witnesses

  • Add staff who witnessed the incident

Date of Incident *

  • Required field

Time of Incident *

  • Required field

Possible Motivation *

  • Select reason (e.g., Disruption, Peer pressure)

Location *

  • Where incident occurred

Problem Behaviors

Major Behavior

  • Serious issues (e.g., bullying, cheating)

Minor Behavior

  • Less severe issues (e.g., talking, not following rules)

Details of Incident

  • Enter full description
  • Rich text editor available

Assigned To

  • Staff responsible for handling the case

Reporting Staff *

  • Person reporting the incident

Tags

  • Categorize referral

Administrative Decision

  • Action taken (if applicable)

Save Referral

  • Submit form to create referral
  • Referral appears in list view

View Referral Details

Information Displayed

  • Students involved
  • Incident details
  • Behavior categories
  • Location, time, motivation
  • Assigned staff
  • Reporting staff

Activity Timeline

  • Shows:
    • Referral creation
    • Assignments
    • Updates

Comments Section

  • Add comments for:
    • Follow-ups
    • Notes
    • Updates

Actions on Referral

Edit

  • Modify referral details

Assign / Reassign

  • Change responsible staff

Print

  • Print referral

Close Referral

  • Marks referral as resolved
  • Moves it to Closed section

Important Notes

  • Teachers only see referrals:
    • Assigned to them
    • Or created by them
  • Some fields may be:
    • Configured by admin
    • Required based on setup

Limitations

  • Cannot see all school referrals (role-based access)
  • Cannot modify admin-level configurations
  • Behavior categories depend on system setup

Best Practices

  • Provide detailed incident descriptions
  • Assign referrals promptly
  • Use tags for easy tracking
  • Close referrals after resolution
  • Add comments for transparency

Common Confusions

SituationExplanation
Cannot see referralNot assigned to you
Missing behavior optionsNot configured by admin
Cannot edit certain fieldsPermission restriction
Referral not closingRequired fields may be missing
Duplicate referralsSame incident entered twice

What This Module Solves

  • Tracks student behavior incidents
  • Ensures accountability
  • Enables staff collaboration
  • Maintains discipline records

Summary

The Behavior & Discipline module allows teachers to create, manage, and track student referrals, ensuring structured handling of behavior incidents with role-based visibility and full lifecycle management.

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