Develop a structured discipline referral workflow system
- Referral Submission Teachers submit discipline referrals through an existing or enhanced interface. Referral is tagged, tracked, and associated with the student record.
- Admin Notification & Review Administrators receive notifications when new referrals are submitted. Admins review referral details within a centralized queue.
- Admin Response & Action Admin enters: Notes/comments on the referral Action taken / consequence Links or confirmation to a discipline record entry (if applicable)
- Teacher Feedback Notification Once submitted, the referring teacher receives a notification (email and/or Aeries notification) including: Status update (Reviewed / Action Taken) Admin comments (configurable visibility) Summary of consequence
- Referral Status Tracking Statuses such as: Submitted In Review Resolved
andrew.miller
shared this idea
Thank you for your enhancement request regarding a structured discipline referral workflow system. After reviewing your needs, it looks like Aeries already provides a complete, end-to-end referral workflow using existing Intervention Management features. These tools support referral submission, administrative review, action documentation, teacher notifications, and status tracking.
Below is a breakdown of how each part of your requested workflow is already supported today, along with direct links to the relevant documentation.
REFERRAL SUBMISSION (Teacher → Admin) Teachers can submit referrals using:
- Pre-Referral Interventions
- Referral to Intervention
These tools allow teachers to enter concerns, attach notes, and formally submit a referral that is automatically associated with the student record. Documentation: https://support.aeries.com/support/solutions/articles/14000116434-pre-referral-interventions-overview https://support.aeries.com/support/solutions/articles/14000116435-referrals-to-intervention
ADMIN NOTIFICATION & REVIEW Administrators receive automatic email notifications when referrals are submitted. All referrals appear in a centralized approval queue. Documentation: https://support.aeries.com/support/solutions/articles/14000116436-intervention-referral-approval-overview https://support.aeries.com/support/solutions/articles/14000116437-intervention-referral-notification-email-setup
ADMIN RESPONSE & ACTION Admins can record:
- Notes and comments
- Actions taken or consequences
- Stakeholders, goals, and progress updates
- Links to discipline records when applicable
Documentation: https://support.aeries.com/support/solutions/articles/14000116438-intervention-details https://support.aeries.com/support/solutions/articles/14000116439-intervention-stakeholders https://support.aeries.com/support/solutions/articles/14000116440-intervention-goals https://support.aeries.com/support/solutions/articles/14000116441-intervention-progress-comments
TEACHER FEEDBACK NOTIFICATION Teachers automatically receive email notifications when referrals are reviewed or approved. Notifications can include status updates, admin comments, and summaries of actions taken. Documentation: https://support.aeries.com/support/solutions/articles/14000116437-intervention-referral-notification-email-setup
REFERRAL STATUS TRACKING Aeries tracks referral workflow status through:
- Submitted
- Pending / In Review
- Approved / Resolved
These statuses are visible to both teachers and administrators. Documentation: https://support.aeries.com/support/solutions/articles/14000116436-intervention-referral-approval-overview
We recommend reaching out to our Training Department at training@aeries.com if you are looking for start to finish set up and step-by-step guidance on how to implement Pre-referrals to Interventions, Referrals to Interventions, and Interventions.
