What are the benefits of sending referrals in Stellic instead of by email?

You can use Stellic to connect a student with another advisor or office. By using Stellic instead of email, you can help to keep information about a student’s activities, interests, and context all in one place. This is helpful to the student, so that they have one place to reference to find names or details from past meetings, and to other advisors who might be new to an office or might benefit from having more context about a student. Stellic makes it possible to restrict the visibility of information in referrals—if you’re sharing something that only the parties involved need to see, you can always change the setting accordingly.

How do I send a referral in Stellic?

Navigate to the Notes interface, select Write New Note, and then Add a Referral. Start typing the name of the person or group you wish to receive the referral. Enter the relevant information and remember to check that the visibility settings match what you intend. See this page for more details.

You may notice that Share a Concern is also an option. This works similarly to Add a Referral but would indicate to the recipient that the information is likely about a challenge a student is facing, rather than something more neutral.

What happens if someone refers a student to me in Stellic?

You will receive a notification. This will appear as a red dot in the upper right corner of Stellic and in your email. The frequency of your notifications by email depends upon your settings.

When you view the referral in Stellic, you can use the comment feature to continue the conversation on the same interface.

Which units are currently available to receive referrals in Stellic?

In the initial phases of our Stellic implementation, not all units will immediately be available. For the fall of 2024, we have focused on onboarding those who work most closely with first-year students. Most of the users who are actively taking referrals are located in schools that have first-year students, though a few other central units are also prepared to be active system users.

See this page for a list of these offices.