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app_superadmin_creating_updating_a_grievance [2021/06/10 06:22]
grm 		app_superadmin_creating_updating_a_grievance [2021/06/12 10:00] (current)
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 [[start|Back to Table of Contents]] [[start|Back to Table of Contents]]
-==== Creating a Grievance ====+==== Creating / Updating a Grievance ====
 {{::appgrievancesadd.png?300 |}} {{::appgrievancesadd.png?300 |}}
  
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 The chosen subcategory dictates the parent category and type, which are automatically set once you close the panel. The chosen subcategory dictates the parent category and type, which are automatically set once you close the panel.
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 +For the complete list of categories and their meaning, please see [[complete_list_of_types_categories_and_subcategories|the complete list of types, categories and subcategories here.]]
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 === Date of Birth === === Date of Birth ===
-Type the birth date of the PAP in this field. You can choose to manually type in the date using the YYYY-MM-DD format, or choose the date from the calendar that pops up when you click on the field.+Type the birth date of the PAP in this field. Choose the date from the calendar that pops up when you click on the field.
  
 === Gender === === Gender ===
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 === Project === === Project ===
-Set the point project in this field. You can narrow down the list of options by using the gray search field between the dropdown field and the options list. Options listed here as projects are defined in the [[settings#projects|Settings: Projects]] page. This field is mandatory.+Set the point project in this field. Options listed here as projects are defined in the [[settings#projects|Settings: Projects]] page. This field is mandatory.
  
 === Segment === === Segment ===
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 === Contract Package === === Contract Package ===
-Set the contract package in this field.  You can narrow down the list of options by using the gray search field between the dropdown field and the options list. Options listed here as contract packages are limited only to the project the current user is assigned to. The full list is defined in the [[settings#contract_packages|Settings: Contract Packages]] page.+Set the contract package in this field. Options listed here as contract packages are limited only to the project the current user is assigned to. The full list is defined in the [[settings#contract_packages|Settings: Contract Packages]] page.
  
 === Channel === === Channel ===
-Set the grievance channel in this field.  You can narrow down the list of options by using the gray search field between the dropdown field and the options list. Options listed here as channels are defined in the [[settings#grievance_channels|Settings: Grievance Channels]] page.+Set the grievance channel in this field. Options listed here as channels are defined in the [[settings#grievance_channels|Settings: Grievance Channels]] page.
  
 === Status === === Status ===
 Set the grievance status in this field, choosing between "Pending" and "Closed". This field is mandatory. Set the grievance status in this field, choosing between "Pending" and "Closed". This field is mandatory.
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-==== Summary and Action Taken ==== 
-{{::grievanceadd_dsum.png?nolink&500|}} 
- 
-=== Summary === 
-Type a summary of this grievance in this field. 
  
-=== Action Taken === +=== Date Closed === 
-Type a conclusive action taken into this field.+Type the date of the closure of the grievance in this field. Choose the date from the calendar that pops up when you click on the field.
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 ==== Involved Officers ==== ==== Involved Officers ====
-{{:grievanceadd_dinv1.png?nolink|}}+{{ ::appgrievancesaddoff.jpg?nolink&400|}}
 In this section, you need to assign officers to handle the grievance, and if necessary, who to escalate it to. You need to assign at least a Helpdesk Officer in this section. In this section, you need to assign officers to handle the grievance, and if necessary, who to escalate it to. You need to assign at least a Helpdesk Officer in this section.
  
-{{ ::grievanceadd_dinv3.png?nolink|}}When editing/updating a grievance, you will see the date and time the officer was assigned to the grievance. +As a Superadmin. you can also reassign officers as you see fit.
-You can also reassign officers as you see fit. When you do so, the displayed "date/time assigned" will also update to reflect when that officer was reassigned to the grievance.+
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 ==== Involved Offices ==== ==== Involved Offices ====
-{{ :grievanceadd_dinv2.png?nolink|}}+{{::appgrievancesaddoff2.jpg?nolink&300|}}
 This last section in the Details page prompts you to choose the offices to be tagged in the grievance. This last section in the Details page prompts you to choose the offices to be tagged in the grievance.
  
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 === Office Lodged === === Office Lodged ===
 In this field, choose the local office to assign this grievance to. In this field, choose the local office to assign this grievance to.
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-==== Generate a Summary ==== 
-{{:grievance_bsummary.png?nolink|}} 
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-When viewing or editing an existing grievance, a "Generate Summary" button will be present. Clicking this will allow you to download a general summary of the grievance in a Microsoft Word document format.{{:grievance_summary.jpg?400|}} 
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 ==== Saving the Grievance ==== ==== Saving the Grievance ====
-{{:saveback.png?nolink|}} +{{::appgrievancesaddsave.jpg?nolink&300|}} 
-Once all the necessary and/or mandatory fields have been filled, you can save the form by scrolling back up on the page and clicking on the "Save" button. If the form is successfully sent to the system, it will show a popup stating the successful action.+Once all the necessary and/or mandatory fields have been filled, you can save the form by clicking on the "Save" button at the bottom. If the form is successfully sent to the system, it will show a popup stating the successful action.
  
 If, however, some mandatory fields have been left unset, tooltips will appear below each field in red, stating the issue. If, however, some mandatory fields have been left unset, tooltips will appear below each field in red, stating the issue.
-{{::grievanceadd_mandatory.png?nolink|}} 
  
-Alternatively, you can choose to discard the form by clicking on the **Back** button. This takes you back to the Grievances list page.+Alternatively, you can choose to discard the form by clicking on the **Back** button at the top left of the screen. This takes you back to the Grievances list page. 
 +{{::appback.jpg?nolink&300|}} 
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app_superadmin_creating_updating_a_grievance.1623306131.txt.gz · Last modified: 2021/06/11 05:12 (external edit)


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