Referral Save Wizard

The Referral Save Wizard is launched when the Sign Now icon is clicked on the Contact Referral Record. It takes you step by step to assign a Case for the Contact Referral.

Clicking the Next button at each stage will open the next window of the wizard.

Clicking the Next button on the initial Welcome window will open the Create Case window which will display the Family Name and Given Name of the subject of the Case. This step asks you to select a Case Start Date before moving to the next window. Select a date and click Next.

This window displays the Team structure, showing the Posts and People assigned to those Posts within the Team. You must select the owner to whom you wish to assign the new Case. To do this click on the user name and the icon will change to a tick. Click Next.

The final window of the wizard gives a summary of the Case Details. Click Finish to save the Case. 

This will add the Digital Signature of the selected owner of the Case and place the Referral in the My Cases pane on My Home Page.