Manage Grievances and Disciplinary Actions with Case Management

Cases now include prebuilt data models for managing grievances and disciplinary actions, based upon real-world implementations and prepopulated with commonly-used values.

Data Model for Grievance Cases

Data Model for Disciplinary Action Cases

The prebuilt data models for grievances and disciplinary actions are best-practice templates that simplify the setup and configuration process for implementers. These data models also establish a standardized pattern for implementors to add additional models for other use-cases.

Steps to Enable

The data models for Grievances and Disciplinary Actions are disabled by default. They are enabled by Profile Option in Setup & Maintenance (under the 'Manage Case Profile Options' Task):

1. Grievance: set ORA_SVC_CASE_ENABLE_GRVNC_FORM to 'Yes'
2. Disciplinary Actions: set ORA_SVC_CASE_ENABLE_DA_FORM to 'Yes'

Tips And Considerations

1. Cases with the corresponding Case Type ('Grievance' or 'Disciplinary Action') will display the extended data models for that Type. No other Case types show the extended data models.
2. Values in LOVs can be configured using the 'Manage Standard Lookups' Task in Setup & Maintenance:

   1. Lookup Type	Field
      ORA_SVC_CASE_REVIEWED_BY_CD	Reviewed By
      ORA_SVC_CASE_MEASURES_TAKEN_CD	Measures Taken
      ORA_SVC_CASE_INCIDENT_TYPE_CD	Incident Type
      ORA_SVC_CASE_FILED_BY_TYPE_CD	Filed By Type
      ORA_SVC_CASE_CNTRBTNG_FCTRS_CD	Contributing Factors
      ORA_SVC_CASE_COMPLAINT_TYPE_CD	Complaint Type
      ORA_SVC_CASE_ALLEGATION_CD	Allegation

   2. In addition, 'Filed by Type' and 'Contributing Factors' values can be mapped to specific Case Types using the 'Manage Case Filed By Type' and 'Manage Case Contributing Factors' Tasks
3. The fields in the extended data models are not available for reporting in OTBI (this is planned for a future release).