Issuing a Referral
Referrals are a subset of alerts designed to help connect students who may benefit from additional assistance to the Coordinated Care Network. Access to referrals is based on your user role permission.
Referral Grid:
Please use the Referral Grid below to learn about the referrals you can open in LoboConnect. For the process column, note that:
Nudge = message that is sent directly to the student
Creates Case = a case is opened and assigned to a professional advisor. The advisor will reach out to the student to provide resources and interventions to support the student to get back on track.
| Referral Name | Who can I issue this referral about? | Who can I issue this referral about? | Process | What to include in the comment section? | Who is this referral managed by? | What action will be taken when a referral is received? | When should the student hear from the referral network partner? |
|---|---|---|---|---|---|---|---|
| Referral: Library | Any student, any grade level | * A student is unsure how to begin research for an assignment/project. * A student needs help finding credible sources, scholarly articles, or data. * A student needs guidance on using databases, the library catalog, or other research tools. * A student is struggling with citing sources or using citation tools. * A student wants to improve information literacy skills, such as evaluating sources. | Nudge & Creates Case | Specify the reason for the referral. Specific information such as the course, research assignment, and support requested is extremely useful. | University Library | 1) email within 24 hours (business day) 2) phone call if no reply 3) text OR email for 3rd attempt | Within one business day |
| Referral: LARC | Any student, any grade level | * A student is not confident about a specific course or writing/reading for a course * A student is struggling with a class or specific assignment * A student needs help with success strategies for a specific discipline * A student needs help with any writing, reading, or presentation task * Student cannot find support for a specific class (in this case, we would see if any tutors could support it and if not would still work with the student to connect them with someone in the discipline who can help with success strategies and resources). | Nudge & Creates Case | Specify the reason(s) for the referral, course(s) they are looking for support in, and any other details. If they have tried to access support and have had problems, please include those details as well (e.g. "Cannot attend SI Session times" or "Tutor for this course keeps being booked when they try to make an appointment"). | LARC | 1) Email within 24 hours (Business Day) 2) Phone Call, if no reply 3) Text or Email for 3rd attempt | Within one Business day |
Issuing a Referral:
Issuing a referral is the same process as issuing an alert. The most common way to issue a referral is the ad hoc method which allows you to issue a referral on a student at anytime throughout the platform, including your staff homepage, Advanced Search, or a student's profile page.
- To issue a referral from your staff homepage, select "Issue an alert" from the Actions menu on the top right of your screen. This dialogue box will then prompt you to search for the student you wish to issue an referral for.
- To issue a referral from a list of students, check the box next to the student's name and select "Issue alert" from the right-hand action menu as seen in the screenshot below.
In addition, you can issue a referral from the student's profile page. Navigate to the student's profile and select "Issue an alert" from the right-hand side action menu as seen in the screenshot below.
Selecting "Issue an alert" will open the alerts/referrals dialogue box.
Referral Notification:
If a case was opened, you will receive a notification once the case associated with the referral is closed.