How do I update a disciplinary case?

To update the basic details of 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 “Edit” button alongside the case you wish to update and, on the form that is displayed, update the title and notes as required. If you are closing the case, check the box marked “Close Record”. Finally, click “Update” to close the case.

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