People
Identify the student and reporter.
Help the reviewer identify the student and contact the reporting staff member.
- Student identifier and grade.
- Reporter, role, and contact.
- Other people and witnesses involved.
Describe your school's process and Makeform builds a discipline referral form for incident facts, prior interventions, administrator review, and follow-up.
Route referrals to email, Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt it to your workflow, or send it to the builder. Each field list is an example structure.
Audience
Teachers referring repeated classroom disruptions
Format
Structured referral with prior interventions
Prompt size
296 chars
Example form structure
Structured referral with prior interventions
Student, grade, and referring teacher
When and where did it happen?
Behavior category
Objective incident description
Interventions already attempted
Suggested routing tags
Administrator review
Family contact needed
Follow-up complete
Ask which interventions happened first. That context helps the administrator choose a useful next step.
Step 1
Observe
record facts, time, place, and people
Step 2
Refer
include interventions and urgency
Step 3
Review
administrator gathers context and responds
Step 4
Follow up
notify, support, and close the record
A clearer referral record
A useful referral separates observations from assumptions, shows prior actions, and makes the next step visible. Structured questions create a consistent handoff.
Required fields capture student, time, location, category, people, witnesses, and an objective account.
Conditional logic opens injury, damage, transportation, or family-contact questions only when relevant.
Route by grade, campus, or urgency, then keep action and follow-up in one workflow.
Adapted to the setting
Choose a scenario, then replace its categories, routes, and response options with your school's language.
Document repeated disruption, redirection, learning impact, prior strategies, and the support requested from an administrator.
Surface immediate safety concerns, injury, separated students, property damage, witnesses, and actions staff already took.
Add route, bus, trip, stop, assigned seat, driver action, and a question about available camera footage.
Record conferences, information reviewed, selected response, family notification, support steps, and ownership of follow-up.
Build the workflow
Describe your categories, roles, and routing rules. Generate, review, and publish one clear reporting path.
Name submitters, behavior categories, urgency criteria, and the administrator for each grade or campus.
Add identifiers, interventions, locations, notifications, and disposition labels. Remove unnecessary questions.
Reveal injury, damage, witness, or transportation details only when selected, and route urgent answers.
Share with authorized staff, notify the reviewer, and assign outcome and follow-up ownership.
Structured form vs open message
Email and paper can omit location, interventions, witnesses, or the requested response. A structured form asks for consistent details.
Field guide
These six sections capture facts, context, response, and ownership. Adapt sensitive fields and access to school policy.
People
Help the reviewer identify the student and contact the reporting staff member.
Incident
Capture when and where it happened, its category, and directly observed words or actions.
Context
Add the activity, staff directions, earlier interactions, and impact without presenting inference as fact.
Interventions
An intervention checklist shows whether staff tried prior steps or need immediate help.
Immediate response
Ask about safety first, then reveal injury, damage, separation, or support details when selected.
Disposition and follow-up
Document review, response, communication, support, and ownership of the next check-in.
Related tools
Connect incident intake with behavior documentation, staff reports, follow-up, and family or teacher touchpoints using real Makeform tools.
Capture a structured account of student behavior, context, witnesses, and immediate response.
Open toolCreate a general incident intake for events that extend beyond the classroom referral workflow.
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Open toolOffer appointment choices when a referral leads to a planned conversation with a family.
Open toolBuild a broader school report for academic, operational, or student-related documentation.
Open toolCreate a separate, purpose-built workflow for teacher observation and evaluation records.
Open toolFAQ
Practical answers for teachers, school leaders, and operations staff building a consistent referral process.
It is a structured staff report for review of a student behavior incident. It identifies the student and reporter, records the event, witnesses, interventions, and immediate needs, then provides space for administrator action and follow-up.
Require student, reporter, date, time, location, category, factual description, people involved, immediate action, and interventions. Use conditional questions for injury, damage, witnesses, transportation, or family contact.
Ask for directly observed words, actions, sequence, and impact before, during, and after the event. Keep assumptions about motive separate. Use dedicated fields for witnesses, interventions, and safety concerns.
Yes. Ask early about safety or urgent attention, reveal relevant details conditionally, and notify the designated recipient. The form should support the school's immediate-response procedure, not replace it.
Yes. Add review date, student conference, accounts gathered, action, support, family and staff notification, follow-up owner, and date. Set access so the right staff handle each stage.
Yes. File uploads can collect permitted photos or documents. Clearly label allowed files and follow school rules for student information, sensitive content, retention, and access.
Yes. Makeform supports unlimited free forms and responses, so you can generate, edit, publish, and collect referrals without an invented response cap. The paid tier removes the Makeform badge; it is not required to keep using the form.
Replace sample categories, interventions, locations, routes, and dispositions with your terminology. Choose required fields, test branches and notifications, and have school leaders review the workflow before use.
Turn an incident into a clear next step.