Summary
In short
- A support referral record is a record used in KnowHealth that records that a worker was pointed towards support services, without recording why. It is built against Privacy legislation and forms part of the Wellbeing and Mental Health programme.
- Completed by the manager or HR. Deliberately minimal, because privacy is what makes people willing to ask.
- The template holds 41 fields across 4 sections.
- Privacy legislation is privacy and data protection law. Obligations on holding personal data, including lawful basis, retention and individual rights.
- It connects to the rest of the library: links Worker.
What it is
What it is
What is a support referral record?
A support referral record is a record used in KnowHealth that records that a worker was pointed towards support services, without recording why. It is built against Privacy legislation and forms part of the Wellbeing and Mental Health programme.
When is a support referral record completed?
A support referral record is completed at the moment the event happens, rather than reconstructed afterwards. Completed by the manager or HR.
When to use it
When to use it, and when not to
This record is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this record covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form SUP-2026-000
- You are running the Wellbeing and Mental Health programme and this is one of its steps
- A linked record needs this one to exist: links worker
Not for
- Wellbeing Survey, which asks workers about workload, support, stress and how they are coping.
- Psychosocial Risk Assessment, which assesses workplace factors that affect mental health, including demand, control, support and change.
- Workload Review, which reviews whether workload, hours and staffing are sustainable for a team.
- Anything outside KnowHealth, which belongs in the workspace that owns that process
Standards
What it is built against
Privacy legislationPrivacy and data protection law
Obligations on holding personal data, including lawful basis, retention and individual rights.
FAQ
Frequently asked questions
What is the support referral record template based on?+
It is built against Privacy legislation. Privacy legislation is privacy and data protection law. Obligations on holding personal data, including lawful basis, retention and individual rights.
What sections does the support referral record contain?+
There are 4 sections: header, context, support offered, follow up. Together they hold 41 fields, 30 of which are required.
How often is a support referral record raised?+
A new record is raised at the moment the event happens, rather than reconstructed afterwards. Each one is given an ID in the form SUP-2026-000, so it can be traced and referenced from other records.
Which programme does the support referral record belong to?+
It is part of Wellbeing and Mental Health. Psychosocial risk assessed the way physical risk is, with workload treated as a control.
Can the support referral record template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the support referral record library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowHealth — employee wellbeing. Exposure monitoring, health surveillance, case management and return to work.
Meet KnowHealth→Sources
Sources
- Privacy legislation — Privacy and data protection law