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Select monitoring information for express referral

Enable and configure monitoring tools for express referral at the licensee level.

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Written by Connor Baeza
Updated over 3 months ago

This configuration can only be done at the licensee level.

  1. Go to Administration.

  2. Click Licensee Management.

  3. Select Licensees.

  4. Under Actions, click Edit next to the relevant licensee.

  5. Click the Monitoring Tools tab.

  6. Use the checkboxes to configure:

    • Available for Hub Managers.

    • Referral Form Tools.

  7. Click Save Changes.

Once saved, the selected monitoring information will appear in the express referral form.

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