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Behavior Referrals Procedures

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These tasks are completed on the Behavior Referral Search Page and the Behavior Referrals Page.

After reviewing the information in a behavior referral, you can select whether to escalate the referral to create a behavior incident, return the referral to a teacher to request more information or suggest other actions, or resolve (close) the issue without taking further action.

You can also create printable reports of single or multiple referrals. For more information, refer to Print Behavior Referral Reports.

Review behavior referrals

  1. Select Interventions > All > Office > Behavior Referrals.
  2. If needed, enter criteria on the search page for a Simple or Advanced Search, and then click Load.
  3. On the Search Results panel, click the appropriate link in the Type column.
  4. On the Behavior Referrals page, review the details entered in the referral.
  5. If the referral originated in TAC as a classroom issue, additional panels may display on the Behavior Referrals page.
    • The Other Issues for the Student panel displays on the page for you to review additional information entered by the teacher. To select the issues to display, click 
       (Additional options), and then select:
      Related issues - to display all issues the teacher selected as related to the referred issue.
      All Issues for the Class - to display all issues for this student in the current class, homeroom, or activity.
      All Issues for Student - to display all issues for the current student, including those recorded by other teachers.
    • The Teacher Corrective Actions panel displays if any corrective action was entered by the teacher in TAC.
  6. To update the issue, enter changes on the Behavior Referrals page, and then click Save.

Create behavior incidents from referrals

After reviewing a referral, you can escalate the referral to create a behavior incident.

  1. Select Interventions > All > Office > Behavior Referrals.
  2. If needed, enter criteria on the search page for a Simple or Advanced Search, and then click Load.
  3. On the Search Results panel, click the appropriate link in the Type column.
  4. In the Administrative Actions panel of the Behavior Referrals page, set the Action field to I - Create Behavior Incident.
  5. Enter information about the incident in the Administrative Actions and Student(s) Involved panels. Then click Save. The issue's Status is set to Incident Created.
  6. To review the Incident Detail page for the incident created from the referral, click the Incident Created link in the Issue panel.
  7. Add or change information about the incident, as needed, and then click Save. For field descriptions, refer to Incident Detail Page.
    • To create a printable report of the incident, click
       (Additional options), and then select Referral Report.
    • To return to the Behavior Referral page, click
       (Additional options), and then select Referral Detail.

Return behavior referrals to teacher

After reviewing a referral, you can return the issue to suggest other actions for the teacher to take or to request additional information. A teacher can update a returned referral in TAC and can refer it back to the disciplinarian if needed.

  1. Select Interventions > All > Office > Behavior Referrals.
  2. If needed, enter criteria on the search page for a Simple or Advanced Search, and then click Load.
  3. On the Search Results panel, click the appropriate link in the Type column.
  4. In the Administrative Actions panel of the Behavior Referrals page, set the Action field to T - Return.
  5. In the Notes field on the Administrative Actions panel, provide feedback as needed, or enter a request for additional details on the issue.
  6. Click Save. The issue's Status is set to Returned.

Resolve issues

After reviewing a referral, you can close it if the issue has been resolved or if no infraction was found.

  1. Select Interventions > All > Office > Behavior Referrals.
  2. If needed, enter criteria on the search page for a Simple or Advanced Search, and then click Load.
  3. On the Search Results panel, click the appropriate link in the Type column.
  4. In the Administrative Actions panel of the Behavior Referrals page, set the Action field to R - Resolve.
  5. In the Notes field on the Administrative Actions panel, provide feedback as needed.
  6. Click Save. The issue's Status is set to No Infraction.

Print reports for behavior referrals

For more information, refer to Print Behavior Referral Reports.

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