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

Using Stellic instead of email allows advisors to keep information about a student’s activities, interests, and context in one place. This is helpful to the student, so that they have one point of reference to find 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 visibility setting accordingly.

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 via 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 receiving referrals in Stellic?

In the initial phases of our Stellic implementation, not all units will immediately be available. For the Spring 2025, we have focused on onboarding those who work most closely with undergraduate students. Most of the users who are actively taking referrals are located in schools that have undergraduate students, though other central units are also prepared to be active system users.

See this page for a list of these offices.