Screenshot needed: Managing Disciplinary Cases in Teamli.
Track and manage disciplinary cases through their lifecycle:
Viewing Cases:
- Go to Disciplinary Cases → Cases
- Filter by status (Open, Closed)
- Filter by employee, case type, or date
- See all cases you have access to
Case Details:
- View full case information
- See incident details and timeline
- Review supporting documents
- Check case status and history
Updating Cases:
- Add notes and updates
- Change case status
- Upload additional documents
- Update case handler or due date
Closing Cases:
- Mark case as "Closed" when resolved
- Add resolution details
- Document outcome and next steps
- Case is archived but remains accessible
Case History:
- View complete case timeline
- See all updates and changes
- Track case progress
- Audit trail for compliance
Notifications:
- Employees receive notifications about their cases
- Handlers receive updates on assigned cases
- Managers are notified of new cases
- System sends reminders for overdue cases