Grievance case review

Submit a formal grievance for an independent decision.

Step by step

Prepare case Service Agent

Service Agent acts on grievance cases, tickets, record attachments to link the case and its evidence to the parent ticket.
- Link the case and its evidence to the parent ticket
- Updates Grievance cases, Tickets, Record attachments
Submit case Service Agent

Service Agent acts on grievance cases to freeze the submitted revision.
- Freeze the submitted revision
- Updates Grievance cases
Review case Service Supervisor

Service Supervisor acts on review decisions, grievance cases to record approval, rejection or return with reason.
- Record approval, rejection or return with reason
- Updates Review decisions, Grievance cases
ApprovalA person approves before the work moves on.
Record outcome Service Agent

Service Agent acts on grievance cases, tickets, ticket events to follow the decision through to case work.
- Follow the decision through to case work
- Updates Grievance cases, Tickets, Ticket events

And how to keep it from happening.

Check the source. Confirm the parent ticket and organization before moving the work.
Keep history. Retain prior events and decisions when a record changes.
Confirm the effect. A status alone cannot establish that the intended person saw the outcome.

Start free, then use Proto to change fields, steps and approvals before your team goes live.