Referral Tracking Report

To run a referral tracking report:

1. Click the Reporting tab.
2. Click Referral Tracking Report.
3. Select Custom Range in the Referral Action Date box.
4. Select date range in Custom Range box.
   • Up to a 90-day can be selected.
   • Click the month/year in the top left of the date box to select the year, then the month, then the date range.
5. Select the events to include in the Referral Event box.
   • Instead of choosing ANY, check the actions individually. This will ensure the referral edits are not included in the search results which can crowd the actual data you need to view.
6. Select the parish or parishes you’d like to include from the Parish box.
7. Click Generate.
8. Click the LASES ID column header to sort the results by case ensuring that the referral actions you need to view are grouped by case.
9. You can then view the referral actions and their dates in one easy to read list.

If you prefer to export to Excel and use additional Excel features, click Export to CSV in the top right corner.

To view a specific referral history and users who took the referral and filing actions:

1. Highlight, right click, and copy the LASES ID of the referral or filing you wish to view.
2. For convenience in going back and forth to your report, open another instance of GovLink in a new browser tab.
3. Make sure you have selected the correct location from the locations box in the top right to match the location of the referral you are attempting to view.
4. Click Court Cases.
5. Click My Cases.
6. Click Advanced Filters.
7. Paste the LASES ID into the LASES ID field.
8. Click Search.
9. Click on the case from the search results.
10. Click the filing pop-out icon next the filing ID.
    • Use the date of the filing to determine if it’s likely the filing that contains the referral you are looking for.
11. Click the Referral step (Step 3).
12. View the referral history at the bottom of that step including actions taken, the user who took those actions, and the date.
13. Click the Summary step (Step 6).
14. View the filing history in the bottom left of that step.
    • The Submitted action triggers the Referral Filed date.
15. Also on this step, you can click on the file names in the top right to view the document submitted.
    

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