As FORT was designed to encourage advice workers to take increased ownership of clients, when a referral is rejected it is the Referrer's responsibility to take further action.  The reason why the referral was rejected will be emailled to the referrer.

1. Login to FORT and select Referrers from the main menu

2. The referral will be sitting under the Declined Referrals section.  Click 'View' to display the referral.

3.  From here there are two options: a) You can either delete the referral and remove it from the system or b) You can send it to another agency


It is important you either delete the referral or send it to another agency.  A failure to do so is a violation of Fife Rights Forum's Information-Sharing Protocols.



To Delete the Referral

1.  If you decide to delete the referral from the system simply click the delete referral icon under the "Actions" column on the far right-hand side (you may need to scroll along the bottom of the page to see it).

2.  A grey dialogue box will appear asking you to confirm you wish to delete the referral. Click OK.

3.  It is good practice to contact the client to notify them the referral was unsuccessful.

To Reassign the Referral to Another Agency

1.  Ensure the client has given his/her consent to being referred to the new agency

2.  Click the referral reference number to open the referral details

3.  Near the top of the referral details is an 'Assigned Organisation' field. Choose the name of the organisation you want to send the referral to.

4.  Click "Update Referral" at the bottom of the page.

5.  If you go back to the main Referrer's page, the referral should now appear under the 'Referrals Awaiting Acceptance' section.

Please note: - If either the agency that rejected the referral or the agency you wish to reassign the referral to has a custom form (i.e. Fife Council Money Advice) you must delete the referral and create a new one. You should not reassign the existing referral.