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superadmin_creating_updating_a_grievance [2021/06/04 00:32]
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superadmin_creating_updating_a_grievance [2021/06/12 10:00] (current)
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| | [[start|Back to Table of Contents]] |
| ==== Creating a Grievance ==== | ==== 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. | |
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| === Category === | Clicking on the "Set Category/Subcategory" button opens the Subcategories panel. |
| The Category dropdown lists the available grievance categories. | {{:grievanceadd_dtypenew02.png?nolink|}} |
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| 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. |
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| {{: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. |
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| {{: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. | |
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| 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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| === 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. |
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| === Channel === | === Channel === |
| === 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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