🎥 Watch the Overview

✅ Before You Begin

• Only a PBIS Rewards admin can change referral settings.
• To open the settings, select Settings from the left-side main menu, then select the Referrals/BRS tab.
• Customize the referral form before staff begin writing referrals. Changing the form after referrals have been written may cause information to be lost.
• Click Save in the bottom right corner of the page after making any changes.

1️⃣ Step One: Customize the Referral Form

The left side of the page holds the options staff choose from when they write a referral. The form is divided into six sections:

• Locations
• Problem Behaviors
• Redirections
• Possible Motivations
• Administrative Action/Response
• Minor Problem Behaviors

Use these tools to customize each section:

1. Rename a section: Select the pencil icon next to the section name, type the new name, and save.
2. Add an option: Select the green plus sign in the section header. Each section can hold up to 40 descriptions.
3. Edit an option: Click in the Description box and replace the text.
4. Change a category: Use the Category drop-down to assign a category. Every description in Locations and Problem Behaviors must have a category.
5. Hide an option: Uncheck Active to remove the option from the referral form without deleting it.
6. Reorder options: Select the three vertical dots under Options to move a description up or down, or to delete an option. Note: An option that has already been used on a referral, such as a location, problem behavior, etc., is not able to be deleted as a measure to preserve data.
7. Save: Click Save in the bottom right corner.

2️⃣ Step Two: Configure Referral Settings

The right side of the page controls how referrals are named, who can see them, and when admins are notified.

Rename Referrals

Rename major and minor referrals to fit your school's terms. Type the new name in the Major Referrals Name or Minor Referrals Name field. Each name can be up to 16 characters, and the custom name appears in some areas of BRS and reporting.

Referral Types

Choose which referral types staff can submit:

• Minor Referrals Only
• Major Referrals Only
• Both Minor Referrals and Major Referrals (default)

Referral Admin Notifications

Select Enable Referral Admin Notifications, then enter the Number of Minor Referrals that should trigger a notification. When a student reaches that number, the referral admin receives an email and a message in the Message Center. Notifications are sent only for students in the grades you are assigned to as a referral admin, which are set on the Staff screen.

Auto Archive Minor Referrals

Archiving resets every student's current minor referral count to zero and clears the minor referral queue. Archived minor referrals are still available in the Minor Referrals report and the Referral Dashboard. Choose one option:

• Off: Minor referrals are not archived automatically.
• At the end of each grading period: Minor referrals are archived when each grading period ends.
• Before a Specific Date: All minor referrals on or before the date you choose are archived.

The date of the most recent archive appears above these options.

Show Minor Referrals To

Choose which minor referrals staff can see:

• All Staff: Every staff member sees all minor referrals given to a student.
• Staff Member Assigning the Minor Referrals Only: Staff members see only the minor referrals they created.

Student Referral Visibility

Choose whether students can see basic referral information, such as the date and time, the submitting staff member, and the problem behavior, in the Student Portal and Student App. Select Visible to Students or Not Visible to Students.

3️⃣ Step Three: Share Referral Descriptions in the Family App

Choose whether families can read the referral description for both major and minor referrals in the PBIS Rewards Family App.

1. Find the Family App Referral Description section.
2. Check Include referral description on family app to show the description to families. Uncheck it to keep the description hidden.
3. Click Save.

4️⃣ Step Four: Set Up Impacted Person Options

The Impacted Person is the student or staff member affected by the behavior on a referral. Admins can choose whether this field appears on referrals and rename it to match school terms.

1. Find the Impacted Person Options section.
2. Check Show Impacted Person to include the field on referrals. Uncheck it to hide the field.
3. If the field is shown, type a new name in the Impacted Person Label field, such as "Affected Person" or "Targeted Person." The label can be up to 24 characters.
4. Click Save.

5️⃣ Step Five: Set Up Product Integrations

Behavioral Case Manager Integration

This integration lets referral admins send referrals to Behavioral Case Manager, where a permitted user can convert the referral into a case.

1. Find the Behavioral Case Management Integration section.
2. Check Allow major referrals to be sent to Behavioral Case Management, Allow minor referrals to be sent to Behavioral Case Management, or both.
3. Click Save.

When the integration is on, Send to Behavioral Case Management appears in the Administrative Action/Response section of the referral form.

Compass Curriculum Integration

This integration lets referral admins assign Compass Curriculum behavior intervention lessons when issuing a major or minor referral.

1. Find the Compass Curriculum Integration section.
2. Check Assign Compass Lessons to a Major Referral, Assign Compass Lessons to a Minor Referral, or both.
3. If your school does not sync with Clever or ClassLink, go to the Administrative Action/Response section and enter the email address of the staff member who should be alerted to assign lessons in Compass in the Compass Curriculum Admin Email field.
4. You may also need to set the option to assign Compass lessons on referrals to Active in this section.
5. Click Save.

When the integration is on, Compass Curriculum Lessons appears in the Administrative Action/Response section of the referral form.

🗑️ Delete All Referral Alerts

Select Delete in the Delete All Referral Alerts section to remove all referral notices from the system.

📌 Good to Know About Minor Referrals

• Only one set of minor referrals is collected for each student.
• When repeated minor referrals are submitted as a major referral, the referral data is associated with the staff member who submitted it.
• A referral admin can undo this action by selecting Undo Major Referral. The minor referrals return to the student's list of minor referrals.

🔗 Related Articles

• Referrals (BRS) – PBIS Rewards
• Referrals: Teacher Focus – PBIS Rewards

If you have questions, please contact our support team or visit the PBIS Rewards Knowledge Base for additional resources.