Disciplinary Settings

Configure disciplinary case workflows, text snippets, and case number format.

Workflow Steps

Similar to grievance steps, define the stages of your disciplinary process:

1. Go to Settings → Disciplinary
2. Select the Workflow Steps tab
3. Add, edit, or remove steps

Text Snippets

Create reusable text for common documentation:

1. Select the Text Snippets tab
2. Click Add Snippet
3. Configure:
   • Name - Identifier for the snippet
   • Category - Investigation, Interview, Resolution, or General
   • Content - The text to insert
4. Click Save

Using Snippets

When writing notes or documentation in a disciplinary case:

1. Click the snippet icon
2. Select a snippet
3. The text is inserted at your cursor

Placeholders

Use placeholders in your snippets:

• [MEMBER NAME] - Replace with member’s name
• [DATE] - Replace with current date
• [CASE NUMBER] - Replace with case number

Case Number Format

Configure how case numbers are generated:

• Prefix - Letters at the start (e.g., “DC”)
• Separator - Character between parts (e.g., ”-”)
• Include Year - Add the year to case numbers
• Padding - Minimum digits (e.g., 4 = 0001)

Preview your format before saving.