Configuring Case Types 0 0

What It Does

Explains how case types support consistent disciplinary records.

This article is written for help desk users who need a simple, practical explanation of the feature and the checks to make before saving changes.

When To Use It

• Use it when setting up or reviewing this feature for a company.
• Use it when a user asks where the feature is or why the expected record is missing.
• Use it before importing, approving, publishing, syncing, or reporting data related to this area.

Before You Start

• Confirm you have permission to use the screen.
• Check that required setup records already exist.
• Review the record before saving changes.

Basic Steps

1. Choose the correct record type before entering details.
2. Record the employee, date, status, and supporting notes.
3. Attach documents if the case requires evidence.
4. Update the status when action is taken.
5. Keep access limited to authorized HR or management users.

Practical Example

HR receives a workplace concern. They use configuring case types to choose the correct record type, document the facts, attach supporting files, update the status after review, and keep the record visible only to authorized users.

Common Mistakes

• Skipping the setup record that the screen depends on.
• Saving without checking employee, date, or status.
• Assuming all users can see the same menu.
• Not verifying the result after the change.

What To Check If Something Looks Wrong

• Confirm the employee, company, department, location, or date range is correct.
• Confirm the user has both module access and role permission.
• Check whether the record is filtered out by status, date, location, or department.
• Review related logs, history, or reports before changing production data.

Related Articles

• Disciplinary Cases And Warnings Overview
• Recording And Updating Disciplinary Cases
• Employee Complaints Module Overview