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How to Define Partners

Jacob Fullhart
Jacob Fullhart
  • Updated
Partners are organizations that work in partnership with the district to support students experiencing homelessness. Students can be referred to Partners through SST when the district cannot provide the needed services directly. To learn more about referrals, please read this article. 
 
To receive a referral through Student SupportTracker, Partners will need to create at least one SST user account to access the student referral information. To learn more about creating users, please read this article. 
 
If you do not want to send referrals to Partners through Student SupportTracker, you can still create Partners and record that a referral was sent to them in Student SupportTracker but send the actual referral using a different method (email, phone call, etc.).

Adding A Partner

To define a new Partner, click Organizations in your left-hand navigation menu.
Click the Add Organization drop-down on the right and select Partner from the menu.
Fill out the form. Any field marked with a red asterisk is required. The form can only be submitted once all required information is complete. Click Next Step.

Select one or more Active Reporting Terms for this Partner. Click Save Partner.

Editing a Partner

To edit a Partner, search for the partner in the Organizations List by typing part of the Partner's name. Then, click the pencil icon. 
 
Tip: to find all Partners, type the word "Partner" into the search filter.
SST Search for PArtner.png
Make any needed edits in the Partner Information or Active Reporting Terms sections. When you are done, click Save Partner.
 
If a Partner works with your program in the following year, you will need to edit the Partner and mark the checkbox for the new Reporting Term so that the partner's name appears in the referral section of a participant's record.
SST Save PArtner.png

Removing a Partner

SST Remove PArtner.pngTo remove a partner, search for the Partner in the Organization List. To the right of the Partner name, click the pencil icon. Then, click the red Remove Partner trash can icon at the bottom. 
 

If a Partner has referrals sent to them through Student SupportTracker, the Remove Partner trash can icon will be gray, indicating the partner cannot be deleted. If they are no longer a partner and should not receive referrals, removing access to the user(s) associated with this partner is the best way to prevent this. To learn more about editing users, please read this article.

 
Click Yes, Delete to confirm the removal of the partner record.
SST Confirm partner removal.png
SST Partner removal message.png
 
There will be a green message confirming the successful removal of the partner.

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