Workflows › Referrals In/Out

Referrals In/Out

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Edgar Admin
Super Administrator
Workflows · Inter-agency Planned Phase 4

Referrals In/Out

Inter-agency referral tracking with explicit acceptance confirmation by the receiving partner and a full audit trail — the UNICEF Primero transfer/referral pattern.

What this portal does

Two-way tracking

Referrals in and out, each with status + acceptance confirmation.

Audit trail

Who referred, who accepted, when — Primero-aligned.

End-to-end workflow

Grounded in the NotebookLM research synthesis — the real per-module flow.

  1. 1 Create referral (MSWDO ↔ DSWD FO ↔ NGO / partner)
  2. 2 Partner accepts / declines with reason
  3. 3 Acceptance + outcome tracked on the case audit trail

Already working today

The live modules this portal builds on — no waiting for these.

This is a net-new module — it has no prior live surface. The roadmap below shows when each piece lands.

Build roadmap

Honest status — color + icon + label, never color alone.

  • Planned Phase 4 referral table + acceptance + audit trail