Context: During follow-up on a request, internal referral is appropriate because you do not have a free room; because there is no match with the prospects' expectations or for some other reason.
Step 1a: Copy the request with the same theme
From the list of requests, the action button on the right allows you to easily copy an existing request. This allows you to keep the original request (for your residence) and quickly create a variant/copy/duplicate that you address to a fellow residence. All of the original information from the initial request is carried over, you only need to adjust the name of the provider(s) to use this to link the request to an additional person in charge.
The copy of the request will be prepared for you for the same theme as the original request: see message at the top !
The required field for provider will be blank, here you should select the name of the fellow residence(s). The remaining information is copied from your original request. You can change in this copy what is necessary or note additional information extra for your colleague.
Step 1b: Copy the request for another theme
If you wish to refer internally to a colleague for another theme (for example, recovery stay instead of residential care center), you can simply uncheck the preselected original theme by clicking on the colored theme name and then you can select another theme.
The required field for provider will be blank, here you should select the name of the fellow residence(s). The remaining information is copied from your original application. You can change in this copy what is necessary or note additional information extra for your colleague
Step 2: Internal referral.
In both of the above cases, the provider for whom you copy the request will automatically be notified of this new request via email notifications to the request responsible and FYI email address. If you want to make sure that your fellow residency gets the origin of the initial request right, register yourself as an internal referrer in step 3 (Referrer).
Click on the "referrer" type and register your own profile in the search field. To do so, type your title or name and select the corresponding Cubigo profile. This way it is known to everyone that you are the internal referrer.
Step 3: Update the status of the original application for which you are responsible.
Use the action button on the right to bring the original application to the correct status.
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