Help Center

Adding a File Referral

You can add a File Referral via Referrals > Right-click > Add. To add a File Referral the following Information must be entered:

  • File – File Type and File Number to be referred i.e. Document (Folio Attachment) or Cabinet.
  • Referred To – The user or users to which the item is being referred to, the user may also refer an Item to them self.

Step-by-step guide

To add a file referrals:

  1. Select the file type (Folio/Cabinet) and enter/locate their number.
  2. Enter the the Resource No of the users you want to refer the items to.
    You can refer to more than one users by entering their Resource No. separated by a semi-colon (;) and without any space.
    On the Select Resource lookup, to refer an item to multiple users, select and use Shift + Click or Ctrl + Click to select multiple users.
    The user can refer an item to self as well.
  3. Enter the referral reason. Selection list is defined by Parameter Type ‘RR’ indicating why the item is being referred.
  4. Select the priority as Low, Normal or High. Referrals default to a Normal priority. Priority is indicated in the grid in the ‘Referral Priority’ column by means of an icon. Normal priority referrals have no icon, High Priority referrals have a red exclamation and Low Priority referrals have a blue downwards pointing arrow .
  5. Select the Letter of Instruction. This links to a Folio detailing instructions for the referral, accessible from the context menu ‘Connect to Letter of Instruction’.
  6. Enter any remarks to the referral user.
  7. The generally used at the end of the referral process as a signal for the person sending the Folio/Cabinet externally – how it should be sent (e.g. by post / email / fax etc). Though this is completely open to interpretation, and controlled by the Referral Delivery Method (REFI parameter).

Updated