The Referrals area is organised by group. Members see the records relevant to them, while group administrators have the broader group view needed for oversight.
Summaries use the selected month, year or all-time period, so check the period before drawing conclusions from the totals.
Step by step
Review referral activity
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Open your group
Choose the group whose referrals you want to review.
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Open Referrals
The list shows referral records and their current status.
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Choose the period
Switch between month, year and all time. Available months and years are based on the group’s recorded referrals.
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Search or open a referral
Use search where available, then open a record to review the description, recipient and status history.
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Update work you received
If you are the recipient, update the status as follow-up progresses. Group administrators can also maintain referral status.
Common questions
Before you begin
Why can I not see every group referral?
Ordinary members see referrals they have given or received. Group administrators have a wider group view.
What statuses are available?
Logged, accepted, in progress, won and lost.