Overview

The Referrals page allows school administrators and authorized staff to review, monitor, and manage student behavior incidents recorded within openSIS. Each referral serves as a centralized record containing incident details, the students involved, reporting staff, assigned staff members, behavior classifications, administrative decisions, and the current referral status.

Administrators can use this page to search, filter, review, update, print, and track referrals throughout the disciplinary process.

Access Student Referrals

1. Log in to openSIS with an account that has permission to access Behavior & Discipline.
2. From the left navigation menu, select Behavior & Discipline.
3. Click Referrals.

The Referrals page displays all referrals available for the selected marking period.

Filter Referrals

Before reviewing referrals, you can narrow the results using the available filters.

Marking Period

Use the Marking Period drop-down at the top of the page to display referrals created within a specific academic period.

Search

Use the Search field to quickly locate referrals by entering relevant keywords.

Advanced Search

Select Advanced Search to refine results using additional search criteria.

Referral Status

Use the status filter to display:

• Open referrals that still require action.
• Closed referrals that have been completed.

Tags

Select Tags to display referrals associated with one or more tags, such as priority levels or follow-up categories.

Click Clear to remove all applied filters.

Understand the Referral List

Each referral in the list provides a summary of the recorded incident.

The referral list includes information such as:

• Date of incident
• Referral ID
• Possible motivation
• Major problem behavior
• Minor problem behavior
• Student(s) involved
• Reporting staff
• Assigned staff
• Current status
• Available actions

This overview allows administrators to quickly identify incidents that require attention.

View Referral Details

To open a referral, click the Edit/View icon in the Action column.

The referral details page displays comprehensive information about the incident.

Student Information

The referral identifies:

• Student(s) involved
• Witnesses

Multiple students and witnesses may be associated with a single referral.

Incident Information

The referral records:

• Date of incident
• Time of incident
• Possible motivation
• Incident location

These details help provide context for the reported behavior.

Problem Behaviors

Behavior classifications are organized into categories such as:

• Problem Behavior Major
• Problem Behavior Minor

Additional custom behavior fields configured by your school may also appear on the referral.

Incident Details

The referral includes a detailed narrative describing the incident. This section provides administrators with additional context before determining disciplinary actions.

Review Staff Assignments

The right panel displays staff members associated with the referral.

Assigned To

Lists the staff responsible for reviewing or following up on the referral.

More than one staff member may be assigned.

Reporting Staff

Displays the staff member who submitted the referral.

Review Tags

If tags have been applied to the referral, they are displayed in the Tags section.

Tags help categorize referrals based on priorities, follow-up requirements, or other organizational needs.

Review Administrative Decisions

The Administrative Decision section displays the disciplinary action assigned to the referral, such as counseling, detention, suspension, or another configured action.

This information provides a clear record of how the incident was addressed.

Print a Referral

To generate a printable version of the referral:

1. Open the referral.
2. Click the Print icon in the upper-right corner.

The system generates a printer-friendly version that can be saved or printed for documentation.

Edit a Referral

If you have the required permissions:

1. Open the referral.
2. Click the Edit icon.
3. Update the necessary information.
4. Save the changes.

Changes are reflected immediately in the referral record.

Best Practices

• Review open referrals regularly to ensure timely follow-up.
• Record complete and accurate incident details.
• Assign referrals to the appropriate staff members for resolution.
• Use tags consistently to improve organization and filtering.
• Record administrative decisions promptly to maintain accurate disciplinary records.
• Print referrals when physical documentation is required by school policy.