Creating Referrals

To create a new Referral

  1. Open the Log you want to refer. If there are already Referrals for the Log, they will be shown at the bottom of the Log.
  2. Click the Referral button on the Log Toolbar. CLIFF opens a new Referral at the bottom of the Log window.


  3. Complete the data fields in the Referral as follows:
    Sent By
    The name of your current office is automatically entered. You cannot change this.
    Sent To
    Enter the Office to whom you are sending the Referral. This must be a valid table entry. You may select the To Office from the pop-up list.

      • Distribution Lists- Distribution lists that you have access to will appear in the pop-up list with a prefix of "DL:". If you select a Distribution List as the Sent To office, CLIFF will automatically create Referrals to all the offices in the Distribution List. See Distribution Lists for more information.
      • Mail To Referrals- If you want to send a Referral to a person who doesn't have access to CLIFF, you may send the Referral by e-mail. Enter "m:" (without the quotes) followed by the person's e-mail address. For example "m:john@somedomain.com". The Referral plus the Log information will be emailed to the person.
      • Log Exchange- Your configuration of CLIFF may allow you to send Referrals to other CLIFF organizations. External organizations will appear with a prefix of "X:" in the To Office list. If you select an external organization, the Referral and the Log information will be sent to them. See Log Exchange for more information.
      Action:
      Enter the Action to be performed by the To Office. This must be a valid table entry. You may select the Action from the pop-up list. If the action requires a response, CLIFF will automatically calculate the Due Date.
      Sent:
      This is the date the Referral was created. It is automatically set by CLIFF and you cannot change it.
      Date Due:
      The date the Referral Action is due. If this date is automatically set by CLIFF you may change it. Note that the Referral Due Date cannot be later than the Log Due Date. If you enter a date that is after the Log Due Date, CLIFF will reset the Referral Due Date to the Log Due Date when you save the Referral.
      Status:
      When you create a Referral, CLIFF automatically sets the Status to ‘Sent’. Though you may change the Status it is intended to be used by the Receiving office.
      State:
      For Referrals with a Due Date, CLIFF will automatically set the State to ‘Active’ when you save the Referral. You cannot change the State.
      Comments from Sending Office:
      Comments about the Referral you would like to send to the Receiving Office. Comments pertaining to the Log should be entered in the Log Notes. See Adding Notes to a Log.

      The following fields are for the Receiving Office and may only be accessed by them:

      • Received: The date the Referral was received.
      • Completed: The date the Referral Action was completed.
      • File No: File number.
      • Comments from Receiving Office:
        Receiving office comments.

  4. Accept the Referral by clicking the Accept button .