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MANAGEMENT REFERRAL FORM University of Oxford Occupational Health Service Tel: 01865 282676 Fax: 01865 282678 Website: www.admin.ox.ac.uk/uohs/ Email: inquires oohs.ox.ac.UK CONFIDENTIAL Your contact
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How to fill out management referral form
How to fill out a management referral form:
01
Start by gathering all the necessary information. The management referral form will typically require personal details such as your name, contact information, and job title.
02
Next, provide a detailed explanation of the reason for the referral. The form may ask you to describe the specific issue or problem that requires management intervention. Be clear and concise in your explanation.
03
Indicate the urgency of the referral. The form may include options to prioritize the request based on its importance or time sensitivity. Choose the appropriate urgency level that aligns with the situation.
04
If applicable, include any supporting documentation or evidence. The management referral form may allow you to attach relevant files, photos, or other forms of evidence to strengthen your case. Ensure that the attachments are clear and directly related to the referral.
05
Review and proofread the information you provided on the form. Double-check for any errors or missing details. It is essential to provide accurate and complete information to ensure the referral process runs smoothly.
06
Obtain any necessary approvals or signatures. Depending on your organization's policies, you may need to seek approval from a supervisor or manager before submitting the referral form. Make sure to follow the designated protocols.
Who needs a management referral form:
01
Employees who are facing significant issues or challenges that require management intervention may need to complete a management referral form. This form allows employees to formally request assistance from higher-level personnel.
02
Managers or supervisors who come across situations that require higher-level decision-making or resolution may also need to complete a management referral form. This helps escalate the issue and ensures that it receives the necessary attention.
03
In some cases, customers or external individuals may need to complete a management referral form to report a problem or request assistance that cannot be resolved by front-line employees.
Overall, the management referral form is designed to streamline the communication and decision-making process within an organization, ensuring that important matters are addressed timely and appropriately.
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