Lead Referral
The process for entering referrals is detailed in Referrals and Referral Dates. This process includes identifying the lead and secondary referrals.
The Details tab includes another separate field for identifying just the lead referral. While entering a selection for this field is always recommended, it is particularly important when a file includes two or more referrals (not including the Common Council return date).
Open the file and follow the instructions below.
- From the Files function, select the Details tab.
- Select the lead referral by selecting the dropdown list to expand it. Type the name of the committee and Legistar will auto-populate the field.
