Behavior Referrals Page

Use this page to review the information for a conduct referral or classroom issue that a teacher entered in TAC to be referred to a disciplinarian.

The panels that are displayed on this page depend on whether the referral originated as a conduct referral or a classroom issue.

Issue, Student(s) Involved, and Referral History panels display both types of issues.
Administrative Actions panel displays if the referral status is Referred.
Referrals originating from classroom issues may also include the Teacher Corrective Actions or Other Issues for the Student panels.
Incident History panel displays if the referral status is Referred.
After you review the referral, you can select one of the following administrative actions:
Create a behavior incident based on the referral information.
Resolve the issue if no further action is needed.
Return the referral to the teacher to request additional information or to suggest other actions for the teacher to take.

Review behavior referrals

Create behavior incidents from referrals

Return behavior referrals to teacher

Resolve issues

Print reports for behavior referrals

Fields

Issue Panel

Field	Description
Issue Type	Issue type assigned when the teacher entered the issue. Displays after the word "Issue" in the panel heading; for example, Issue - Cheating. If a building's TAC Building Configuration does not allow teachers to select a type for issues reported as conduct referrals, then all issues entered as conduct referrals are assigned the same type.
Status	Indicates the status of the issue. The possible statuses are: Referred - The teacher referred the issue to a disciplinarian. Returned - The disciplinarian returned the referral to the teacher. Not Escalated - The disciplinarian indicated the issue was resolved, so no further action is needed. Incident Created - The disciplinarian created a behavior incident for the issue. Click the link to display the corresponding Incident Detail page.
Referred By	Name of the teacher or administrator who entered the issue.
Location	Location where the issue occurred, as recorded by the teacher in TAC or administrator using the Admin Mobile App. Referrals and the eSchoolPlus Discipline package use different tables for locations so this location may differ from the one in the Location field that displays in the Administrative Actions panel when a behavior incident is created from the issue. A field in TAC's Issue Locations table is used to convert the referral location to one that is stored in the eSchoolPlus Behavior package's Locations table.
Issue Date/Time	Date/Time of the issue. For a conduct referral - if entered by the teacher, the time that the issue occurred displays. For a classroom issue - the time does not display (a teacher cannot enter the time).

Administrative Actions Panel

This panel displays only when the Status is Referred. After you select the Action and save the referral record, this panel no longer displays, but the Status field in the Issue Details panel is updated with the action taken, and a row is added to the Referral History panel with the action details.

If you select the option to Create Behavior Incident, the Status field displays "Incident Created" as a hyperlink you can click to display the Incident Detail page for the incident.

Field	Description
Action	Select the action to take with the referral: I - Create Behavior Incident - to create a behavior incident from this referral. After you select this option, two additional fields display in the Administrative Actions panel for selecting the Incident Code and Location information; and four additional fields display in the Student(s) Involved panel for entering behavior incident information for each student selected, including Type, Category, and Drug, as well as the Include Note in Incident option. For more information, refer to Create behavior incidents from referrals. After you click Save, the referral Status will be set to "Incident Created" and you can click the hyperlink to display the Incident Detail page. R - Resolve - to indicate that no further action is required. After you select this option, you can enter a note in the Notes field. After you click Save, the referral Status is set to "Not Escalated". T - Return - to send the referral back to the sender, for example to request additional information. After you select this option, you can enter a note in the Notes field. After you click Save, the referral Status will be set to "Returned".
Incident Code	Select the incident code that identifies the type of incident, as defined in Discipline's Incident Codes table. This field displays after you select Create Behavior Incident from the Action field. To escalate a referral, you must assign an incident code and select a role for at least one student.
Location	Select the location where the incident occurred. This field displays after you select Create Behavior Incident from the Action field. If the teacher identified a location, the corresponding eSchoolPlus location defaults to the field. The location entered for the referral may be not be the same as the one displayed here. A conversion table is used to translate entries from TAC's Issue Locations table to those stored in Discipline's Incident Locations table.
Notes	Text can be entered when you select Resolve or Return for the Action field. When you select the Resolve option in the Administrative Actions panel, you can enter a note to report how the issue was resolved. After you enter notes and click Save, the Status field in the Issue details panel displays "Not Escalated" and no further action is required. For a detailed procedure, refer to Resolve issues. When you select the Return option in the Administrative Actions panel, you can enter a note requesting more information on the issue or suggesting additional actions for the teacher to take. After you enter notes and click Save, the Status field in the Issue details panel displays "Returned" and the referral is returned to the teacher. The teacher can then update the returned referral in TAC and refer it again, if needed. For a detailed procedure, refer to Return behavior referrals to teacher.

Student(s) Involved Panel

To display the student's Student Summary page, click the Student Summary icon.

Field	Description
Student	Name of the student.
ID	Student ID.
Birthdate	Student's birthdate.
Age	Student's age.
Phone	Student's phone number.
Counselor	Student's counselor.
Disciplinarian	Student's disciplinarian.
Notes	Text describing the issue.
Role	Role of the student in the behavior incident that will be created when you select the action I - Create Behavior Incident and then click Save. To create an incident for a referral, you must select an incident code and assign a role for at least one student. Teachers can only enter roles in TAC if allowed by the TAC Building Configuration. Select: N - Not Involved - to indicate that the student should not be included in the incident that is created. O - Offender V - Victim W - Witness

Referral History Panel

This section provides the history of the referral with separate records for when it was referred, returned, resolved, or escalated.

Field	Description
Referral Date	Date that an action was taken for the referral, as indicated in the Referral Status field.
Referral Status	Indicates the status of the referral. The possible statuses are: Referred - A teacher referred the issue to a disciplinarian. Returned - A disciplinarian returned the referral to the teacher. Not Escalated - A disciplinarian indicated the issue was resolved, so no further action is needed. Incident Created - A disciplinarian created a behavior incident for the issue. To open the Incident Detail page and view information on the incident, click the link in the Issue panel.
Referred To	Disciplinarian who handled the referral.
Notes	Text that the teacher or disciplinarian entered for the referral.

Teacher Corrective Actions Panel

This panel, which shows the actions taken by the teacher, displays only for a classroom issue referral and then, only if a corrective action was entered.

Field	Description
Corrective Action (Unlabeled)	Action that the teacher assigned.
From	Date that the action started.
To	Date that the action ended.
Completed	Indicates whether the teacher marked the action as completed: Yes or No.
Parent(s) Contacted	Indicates whether the teacher contacted the guardians about the action: Yes or No.
Notes	Text describing the action.

Other Issues for the Student Panel

This panel, which shows other classroom issues entered for this student, only displays if the issue you are viewing was initially recorded as a classroom issue.

You can select to display additional issues. Click Additional Options on the panel, and then select one of the following options:

- Related Issues - to display all issues the teacher selected as related to the referred issue.
- All Issues for Class - to display all issues for this student in the current course, homeroom, or activity.
- All Issues for Student - to display all class issues for the current student, including those recorded by other teachers.

Field	Description
Date (Unlabeled)	Date that the issue occurred.
Course (Unlabeled)	Indicates the course, homeroom, or activity where the issue was reported.
Staff Name	Name of the staff member who recorded the issue.
Issue Status	Indicates the status of the issue. Assigned - The staff member recorded the issue and entered teacher actions, but has not referred the issue. Incident Created - The disciplinarian created a behavior incident for the issue. Click the link to display the corresponding Incident Detail page. Not Escalated - The disciplinarian indicated the issue was resolved, so no further action is needed. Recorded - The staff member has recorded the issue, but it has not been referred and no teacher actions have been entered. Referred - The staff member referred the issue to a disciplinarian. Returned - The disciplinarian returned the referral to the staff member.
Notes	Text describing the issue.

Incident History Panel

This section provides the history of incidents for each student related to the referral. The history includes incidents in which a student was involved as an offender, a victim, or a witness. To display the student's Student Summary page, click the Student Summary icon.

To view the history for a student, click the Expand icon next to the student's name.

Field	Description
School Year	School Year when the incident occurred.
Summer School	Displays Y for Yes or N for No to indicate whether the incident occurred during Summer School.
Incident	The incident type.
Incident Category	Category of the incident, if any.
Building	Building where the incident occurred.
Location	Location where the incident occurred.
Incident Date/Time	Date and Time when the incident occurred.
Incident Role	Student's role in the incident.
Incident Role Category	Category of the incident role.
Action(s)	Displays the actions issued to the student, if any.
Action Dates	Displays the dates for executing the actions issued to the student for an incident. This field only displays if the district has selected to tracks actions by occurrence in the Behavior District Configuration. This field does not display if the district has selected to track actions by duration by unchecking the Track Occurrences checkbox on the Behavior District Configuration page.