The add-on Case Management module in HR is a tracker tool for initiating, progressing and tracking cases through to completion. Cases of various configurable types can be raised, with access to create, view or progress each case controlled by user role.
This guide shows you how to raise a case.
Go to Case Management > Cases
The screen will display cases on three tabs:
Own – cases that have been raised by you
Assigned – cases that are assigned to you, as a owner, escalator or contributor
All – all cases that you have access to based on your user role permissions
Click Insert New Record
Select whether the case being raised is for yourself or for a subordinate – the options presented for completion will vary, dependent on the selection made
Note: If raising for a subordinate, the employees listed will be those selected in the last subset used so it is recommended to check the subset button in the top right corner of the page before adding any detail, to ensure there is no filter that will prevent you from selecting the correct employee.
Choose the Type and this will automatically populate the Priority field, although this can be changed as required
Enter a Description, the description can be updated at any point while the case remains open, allowing you to add further detail as required.
If the case is related to something that is covered in a Policy Document select the document name and the appropriate file
Note: The policies shown here are based on the policies configured within your Policy Acceptance list.
If the case is for a Subordinate then an option to select the Employees will be available and a slider selection to determine whether the case is to be Visible to Employee
Click Update to save the record
The case will be created and a summary of the case presented
The History tab will display the actions taken to date on the case
Note: It's possible to change elements on the case at this point. Eg change the Priority or Owner.
Note: The Escalator field can be populated at this point. This can be any user that has access to the employee whose case it is and who is not the current case owner. The selected employee will receive an email notification.
The Access tab will enable you to add further users to the case as a Contributor
This will enable that user to add comments to the case
The permissions on the comments can also be determined for that Contributor
Access Expiry enables you to set a date at which the Contributor view of the information will be available to. This will then supersede the selection made in the View selection
Note: A Contributor will receive an email notifying them that they have been added to a case.
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