Task 1 Initial Steps – Disciplinary Proceedings
Allocate a Custom Questionnaire
Enter details regarding the client. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Employer. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Employment Dates. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Job. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Contract of Employment. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter the employment financial details. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the type of claim. This information is used to pre-populate letters and fields:
Send Standard Document
Add an automatic keydate to matter
CHASE CLIENT “Chronology received?” 7 days
Add an automatic keydate to matter
CHASE CLIENT “Copy of Contract of Employment received?” 7 days
Add an automatic keydate to matter
CHASE CLIENT “Copy of disciplinary procedure received?” 7 days
Add an automatic keydate to matter
Key dates linked to Dossier Field 0 Days Limitation Date LIMITATION
Based on Limitation Date field
Add an automatic keydate to matter
Key dates linked to Dossier Field
-7 Days 1 week to Limitation Date – LIM_1WEEK
Based on Limitation Date field
Add an automatic keydate to matter
LIM -1 MONTH 1 month to Limitation Date
-28 Days 1 month to Limitation Date – LIM_1MONTH
Based on Limitation Date field
Task 2 Draft Disciplinary Letter To Client For Approval
Meet unmet keydates by type
CHASE CLIENT
Allocate a Custom Questionnaire
Enter details regarding the Employer. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Display a message to the user
Enclose Employer letters with Client letter, for Client approval
CHASE CLIENT “Approval re letters to employer received?” 2 days
Task 3 Letters Approved – Disciplinary Letter to Employer
Meet unmet keydates by type
CHASE CLIENT
Allocate a Custom Questionnaire
Enter details regarding the Employer. This information is used to pre-populate letters and fields:
Display a message to the user
Check letters to Employer and edit if necessary
Display a message to the user
Send approved letters to Employer
Send Standard Document
Add an automatic keydate to matter
CHASE CLIENT “Has client heard from employer?” 7 days
Task 4 Response to Disciplinary Letters
Meet unmet keydates by type
CHASE CLIENT
Allocate a Custom Questionnaire
Enter details regarding the Employer Response. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Employer. This information is used to pre-populate letters and fields:
Add a Keydate to Matter
CHASE EMPLOYER “Response to initial disciplinary letters?” 7 days
Task 5 Chase Response to Disciplinary Letters
Meet unmet keydates by type
CHASE EMPLOYER
Allocate a Custom Questionnaire
Enter details regarding the Employer Response. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Employer. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
CHASE EMPLOYER “Response to initial disciplinary letters?”
Task 6 DISCIPLINARY HEARING DATE RECEIVED
Meet unmet keydates by type
CHASE EMPLOYER
Allocate a Custom Questionnaire
Enter the disciplinary hearing date. This information is used to pre-populate letters and fields:
Send Standard Document
Add an automatic keydate to matter
Key dates linked to Dossier Field
7 Days Outcome of Disciplinary hearing CHASE CLIENT
Based on Disciplinary Hearing Date field
Add an automatic keydate to matter
Key dates linked to Dossier Field 0 Days Disciplinary Hearing Date CHASE CLIENT
Based on Disciplinary Hearing Date field
Task 7 After Disciplinary Hearing
Meet unmet keydates by type
CHASE CLIENT
Allocate a Custom Questionnaire
Enter the details regarding the disciplinary hearing outcome. This information is used to pre-populate letters and fields:
Send Standard Document
Add an automatic keydate to matter
CHASE CLIENT “Instructions re appeal received?” 2 days
Task 8 Draft Appeal Letter to Client for Approval
Meet unmet keydates by type
Chase Client
Allocate a Custom Questionnaire
Enter the details regarding the disciplinary hearing outcome. This information is used to pre-populate letters and fields:
Allocate a Custom Questionnaire
Enter details regarding the Employer. This information is used to pre-populate letters and fields:
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Send Standard Document
Add an automatic keydate to matter
CHASE CLIENT “Approval of draft appeal letter received?” 2 days
Task 9 Appeal Sent to the Other Side (Disc)
Meet unmet keydates by type
CHASE CLIENT
Display a message to the user
Check Appeal Letter to Employer and edit if necessary
Display a message to the user
Send approved Appeal Letter to Employer
Send Standard Document
Add an automatic keydate to matter
CHASE EMPLOYER “Appeal hearing date received?” 7 days
Task 10 Appeal Hearing Date Received (DISC)
Meet unmet keydates by type
CHASE EMPLOYER
Allocate a Custom Questionnaire
Enter the Appeal Hearing date. This information is used to pre-populate letters and fields:
Send Standard Document
Add an automatic keydate to matter
APPEAL DATE – linked to dossier field – Appeal date
Add an automatic keydate to matter
CHASE CLIENT “When is appeal decision due?” – link to field Appeal Date + 1 day
Task 11 Decision of Appeal Received
Meet unmet keydates by type
APPEAL DATE
Meet unmet keydates by type
CHASE CLIENT
Send Standard Document
Add an automatic keydate to matter
CHASE CLIENT “Instructions after appeal” 14 days
Task 12 Client Instructions After Appeal (Disc)
Meet unmet keydates by type
CHASE CLIENT
Allocate a Custom Questionnaire
Enter the details regarding the instructions of the post appeal. This information is used to pre-populate letters and fields:
Display a message to the user
Load Issue workflow
Display a message to the user
Load Settlement Agreement workflow