Grievances
Track and manage union grievances from initial filing through resolution.
Grievance List
Navigate to Grievances to see all grievances. The list shows:
- Grievance number
- Member name
- Current step/status
- Priority
- Filed date
- Deadline
Creating a Grievance
- Click New Grievance
- Select the Member filing the grievance
- Fill in the details:
- Description of the grievance
- Priority (Low, Medium, High, Critical)
- Relevant dates
- Click Create
A grievance number will be automatically assigned based on your case number settings.
Grievance Workflow
Grievances move through configurable steps. Common workflows include:
- Filed - Initial submission
- Step 1 - First level meeting
- Step 2 - Second level meeting
- Arbitration - If unresolved
- Resolved - Final outcome
Advancing Steps
- Open the grievance
- In the workflow section, click Complete Step
- Add any notes about the outcome
- The grievance moves to the next step
Grievance Details
Each grievance page includes:
Overview Tab
- Basic information
- Current status and step
- Timeline of events
Documents Tab
- Upload and manage related files
- Tag documents for organization
Messages Tab
- Internal communication thread
- Keep all discussions in one place
Notes Tab
- Private notes visible only to your team
Tasks Tab
- Related tasks and to-dos
Deadlines
Each workflow step can have a deadline. Overdue items are highlighted in the dashboard and grievance list.
Searching & Filtering
Use the filters at the top of the grievance list to find specific cases:
- Status - Open, Resolved, All
- Step - Filter by current workflow step
- Priority - Filter by priority level
- Date Range - Filter by filed date
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