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Table of Contents

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  • The listing can be sorted by each of the column names

  • From here you can view a case (by clicking on the blue highlighted case number), search for an employee record, create a new case, change the case owner, and open up a view of the case details that can be printed out

  • You can also access reports and dashboards using the navigation tabs

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  • Case Concerns: This field must be manually populated. Select the appropriate Case Concerns in the drop-down and then click the 'Save’ button.

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  • Case Category: This field will automatically populate once an Action is added to the Case. Only the first Action will auto-populate the Case Category field--adding additional Actions to the Case will not auto-update this field.

    Note: If you select a Case Category value before adding an Action, once the Action is added to the case, the Case Category value will auto-update based on the Action → Case Category mapping.

    Below are the Action → Case Category mappings:

    • Agency Filings → Dispute Process

    • Behavioral Intervention → Behavioral Intervention

    • Corrective Action → Performance/Discipline

    • COVID-19 → Leave

    • Disciplinary Action → Performance/Discipline

    • EthicsPoint → Referral

    • Faculty & Staff Death Protocol → Behavioral Intervention

    • Grievance → Dispute Process

    • Ineligible for Rehire → Behavioral Intervention

    • Leave → Leave

    • Leave Sharing → Leave

    • Letter of Expectation → Performance/Discipline

    • Letter of Reprimand → Preformance/Discipline

    • OIEC → Referral

    • Percent Time Change → Consultation

    • Performance Management Consult → Performance/Discipline

    • Performance Management Dispute → Performance/Discipline

    • Progressive Discipline Consult → Performance/Discipline

    • Reasonable Employer → Referral

    • Referral → Referral

    • Separation-Involuntary → Separation

    • Separation-Voluntary → Separation

    • Unemployment → Unemployment

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