Disciplinary Cases

Track disciplinary proceedings involving union members.

Overview

Disciplinary cases work similarly to grievances but are used to track when a member faces disciplinary action from their employer.

Disciplinary List

Navigate to Disciplinary to see all cases. The list shows:

• Case number
• Member name
• Type (Attendance, Performance, Conduct, etc.)
• Priority
• Status
• Filed date

Customizing Columns

Drag column headers to reorder them. Click the column settings icon to show or hide columns and adjust their visibility.

Creating a Case

1. Navigate to Disciplinary
2. Click New Case
3. Select the member involved
4. Fill in the case details:
   • Type of discipline
   • Priority
   • Description
   • Incident date
5. Click Create

Case Workflow

Like grievances, disciplinary cases move through configurable steps:

1. Investigation — Initial fact-finding
2. Interview — Member interview
3. Decision — Employer’s decision
4. Appeal — If applicable
5. Closed — Final resolution

Configure your workflow steps in Settings → Disciplinary.

Case Details

Each case page includes:

• Description — Full description of the case
• Steps Timeline — Visual progress through workflow steps
• Discussion — Internal communication thread
• Tasks — Related action items
• Documents — Related files and evidence
• Notes — Private notes
• Contract Violations — Linked contract articles that were violated
• Activity Log — Timeline of all changes to the case

Generating PDFs

Generate professional PDF documents from your disciplinary case data:

1. Open a case detail page
2. Click Generate PDF in the sidebar
3. Select a template from the dropdown
4. Click Generate & Download

Templates are configured in Settings → PDF Templates. Variables like {{case.number}} and {{member.firstName}} are automatically replaced with the case’s actual data.

Bulk Actions

Select multiple cases to perform actions in bulk:

1. Use the checkboxes on the left side of the case list
2. Use the select all checkbox in the header to select all visible cases
3. A bulk action bar appears at the bottom with available actions:

Click Clear Selection to deselect all.

Deadlines

Each workflow step can have a deadline. You’ll receive in-app notifications when step deadlines are approaching or overdue.

Text Snippets

Use pre-configured text snippets for common documentation. Manage snippets in Settings → Disciplinary.