How do I add notes and documents to a disciplinary case?

To add notes or documents to a case, select the “Employees” link from the main menu, then navigate to the employee whom you wish to manage. Select the “View” button alongside the relevant employee and, when you are shown the View Employee page, open the Employee Menu by clicking on the arrow on the right-hand side of the menu and select the “Disciplinary” option.

The page then shows a list of all cases against the selected employee. Click on the “View” button alongside the case you wish to update.

The page then shows two tables – one listing all notes recorded against the case and one listing all documents attached to the case. To add a new note, click on the “Add New Note” link and to add a new document, click on the “Add New Document” link.

Note: If the case has been closed, then you will not be able to edit or update the contents of the case and the “Add New” links will not be available.