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superadmin_creating_updating_a_grievance [2021/03/15 03:45]
grm 		superadmin_creating_updating_a_grievance [2021/06/12 10:00] (current)
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-====== Creating a Grievance ======+[[start|Back to Table of Contents]] 
 +==== Creating a Grievance ====
 {{:grievanceadd_sa.png?600|}} {{:grievanceadd_sa.png?600|}}
  
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 ==== Grievance Type and Category ==== ==== Grievance Type and Category ====
-{{:grievanceadd_dtype.png?nolink&600|}} +{{::grievanceadd_dtypenew01.png?nolink|}} 
-=== Type === +The Grievance Type, Category and Subcategories section lets the officer/admin choose the appropriate subcategory/ies, then automatically define the category and type. These selections are mandatory.
-The Type dropdown lists the available grievance types. These options are defined in the [[settings#grievance_types|Settings: Grievance Types]] page. This field is mandatory.+
  
-=== Category === +Clicking on the "Set Category/Subcategory" button opens the Subcategories panel. 
-The Category dropdown lists the available grievance categories.+{{:grievanceadd_dtypenew02.png?nolink|}}
  
-The appearance, visibility, and the listed options in this field is dependent on the chosen Type (the previous field).+You can choose one or more subcategories under the same category, but not across multiple categories. All options listed here as categories are defined in the [[settings#grievance_categories|Settings: Grievance Categories]], [[settings#grievance_types|Settings: Grievance Types]] and [[settings#grievance_subcategories|Settings: Grievance Subcategories]] pages.  
 +Click "Done" to proceed.
  
-{{:grievanceadd_dtype2.png?nolink&600|}} +{{:grievanceadd_dtypenew03.png?nolink|}} 
-For example, if "Cross Cutting" was selected as the Type, this Category field becomes a "tag" field, allowing you to assign multiple categories. Clicking on the field will list all the categories, and choosing an item on the list will accept the entry as a tag. You can remove each tag by clicking on the "x" button beside it.+The chosen subcategory dictates the parent category and type, which are automatically set once you close the panel.
  
-{{:grievanceadd_dtype3.png?nolink&400|}} +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.]]
-As another example, if "Environment Related" was selected as the Type, this Category field becomes a dropdown. The options listed in the dropdown are limited only to which is relevant to the "Environment Related" type, i.e. "Environmental Management" and "Health and Safety" are the only listed categories. You can narrow down the list by clicking and typing on the gray field between the dropdown and the listed options. +
- +
-All options listed here as categories are defined in the [[settings#grievance_categories|Settings: Grievance Categories]] page. This field is mandatory.+
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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. 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.
 +
 +=== Segment ===
 +If "N2SC" is selected in the Project field, this additional field will appear. You need to select the project segment of N2SC that is involved in this project.
  
 === 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 defined in the [[settings#contract_packages|Settings: Contract Packages]] page.+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.
  
 === Channel === === Channel ===
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 === Latitude / Longitude === === Latitude / Longitude ===
-A latitude and longitude of the location can be added to the grievance. It accepts a latitude / longitude combination separated with a comma and a space, e.g. "12.9495715,123.8779507".+A latitude and longitude of the location can be added to the grievance. It accepts a latitude / longitude combination separated with a comma and a space, e.g. "12.9495715,123.8779507". The first value is the latitude while the second value is the longitude.\\ 
 +[[how_to_get_the_latitude_longitude_of_a_location|How to Get the Latitude / Longitude of a Location?]] 
 + 
 +When editing a grievance, and if you or a different user has added a latitude & longitude on the grievance, it will appear here with a preview of the actual location in a small Google Maps image. 
 +{{::grievanceadd_dmap.png?nolink|}}
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 ==== Involved Officers ==== ==== Involved Officers ====
-{{ :grievanceadd_dinv1.png?nolink|}}+{{:grievanceadd_dinv1.png?nolink|}}
 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.
 +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.
 +\\
 +\\
  
 === GRM / Helpdesk Officer === === GRM / Helpdesk Officer ===
-Choose a user to assign as the Helpdesk Officer for this grievance. Only users with roles that have "Helpdesk Officer" access are listed here. This field is mandatory, which means you need to assign at least a Helpdesk Officer to each grievance. As of 2021-03-10, these roles are namely:+Choose a user to assign as the Helpdesk Officer for this grievance. Only users with roles that have "Helpdesk Officer" access are listed here. This field is mandatory, which means you need to assign at least a Helpdesk Officer to each grievance. 
 + 
 +As of 2021-03-10, these roles are namely:
   * [[superadmin_roles#helpdesk_officer|Helpdesk Officer]]    * [[superadmin_roles#helpdesk_officer|Helpdesk Officer]] 
   * [[superadmin_roles#project_admin|Project Admin]]   * [[superadmin_roles#project_admin|Project Admin]]
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 === Level 2 Officer === === Level 2 Officer ===
-Choose a user to assign as the Level 2 Officer. Only users with roles that have "Level 2 Officer" access are listed here. As of 2021-03-10, these roles are namely:+Choose a user to assign as the Level 2 Officer. Only users with roles that have "Level 2 Officer" access are listed here. 
 + 
 +As of 2021-03-10, these roles are namely:
   * [[superadmin_roles#level_2_officer|Level 2 Officer]]   * [[superadmin_roles#level_2_officer|Level 2 Officer]]
   * [[superadmin_roles#project_admin|Project Admin]]   * [[superadmin_roles#project_admin|Project Admin]]
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 === Level 3 Officer === === Level 3 Officer ===
-Choose a user to assign as the Level 3 Officer. Only users with roles that have "Level 3 Officer" access are listed here. As of 2021-03-10, these roles are namely:+Choose a user to assign as the Level 3 Officer. Only users with roles that have "Level 3 Officer" access are listed here. 
 + 
 +As of 2021-03-10, these roles are namely:
   * [[superadmin_roles#level_3_officer|Level 3 Officer]]   * [[superadmin_roles#level_3_officer|Level 3 Officer]]
   * [[superadmin_roles#project_admin|Project Admin]]   * [[superadmin_roles#project_admin|Project Admin]]
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 === LGU === === LGU ===
-In this field, choose the local government unit (LGU) to assign this grievance to. Options listed here as LGUs are defined in the [[settings#lgus|Settings: LGUs]] page.+In this field, choose the local government unit (LGU) to assign this grievance to.
  
 === Office Lodged === === Office Lodged ===
-In this field, choose the local office to assign this grievance to. Options listed here as offices are defined in the [[settings#offices|Settings: Offices]] page.+In this field, choose the local office to assign this grievance to. 
 +\\ 
 +\\ 
 + 
 +==== Generate a Summary ==== 
 +{{:grievance_bsummary.png?nolink|}} 
 +\\ 
 +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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 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|}} {{::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.
superadmin_creating_updating_a_grievance.1615779949.txt.gz · Last modified: 2021/06/07 06:24 (external edit)


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