Disciplinary Report

Once a disciplinary report has been created, it can be accessed on the View un submitted tab. From this tab field staff can:

Once in the Disciplinary Report section

1. Tap the second tab on the menu, the Un submitted view. If their are disciplinary reports to view they will be listed with the violation date in black text, the employee in black text, and the supervisor in black text.
2. Scroll the list of Disciplinary Report until the desired Disciplinary Report is displayed on the screen.
3. Tap on the Disciplinary Report you would like to view. This loads the disciplinary report.

Once on the Disciplinary Report you would like to Edit

1. Violation Date: The violation date field will set the date the violation occurred.
1. Tap the Date button to open the Choose Date screen.
2. Scroll the calender screen and select the date from the calender.
2. Notice Date: The date field will set the date the notice of the disciplinary action was submitted.
1. Tap the Date button to open the Choose Date screen.
2. Scroll the calender screen and select the date from the calender.
3. Tap the Employee field to open the Choose Employee screen.

Employees are listed in descending order.

1. Scroll the list of employees until the desired employee is displayed on the screen.
2. Tap the desired employee to select it.
4. Tap the Supervisor field to open the Choose Supervisor screen.

Employees are listed in descending order.

1. Scroll the list of employees until the desired employee is displayed on the screen.
2. Tap the desired employee to select it.
5. Location of Violation: The Location of Violation field allows field staff to enter the location where the violation occurred. Location of Violation is a required field. The character limit of this field is 500.
6. Tap the Violation Type field to open the Choose Supervisor screen.

Violation Type are listed in descending order.

1. Scroll the list of violation types until the desired violation type is displayed on the screen.
2. Tap the desired violation type to select it.
7. Violation Description: The Violation Description field allows field staff to enter the a description of the violation that occurred. Violation description is a required field. The character limit of this field is 500.
8. Tap the Disciplinary Action field to open the Choose Disciplinary Action screen.

Disciplinary Actions are listed in descending order.

1. Scroll the list of disciplinary actions until the desired disciplinary action is displayed on the screen.
2. Tap the desired disciplinary action to select it.
9. Discipline Description:: The Discipline Description field allows field staff to enter the a description of the disciplinary action taken. The character limit of this field is 500.
10. Expected Improvement:: The Expected Improvement field allows field staff to enter the a description of the disciplinary action taken. Violation description is a required field. The character limit of this field is 500.
11. First Day of Suspension The date field will set the date the notice of the disciplinary action was submitted.
1. Tap the Date button to open the Choose Date screen.
2. Scroll the calender screen and select the date from the calender.
12. First Day of Suspension: The date field will set the date the notice of the disciplinary action was submitted.
1. Tap the Date button to open the Choose Date screen.
2. Scroll the calender screen and select the date from the calender.
13. Tap Edit Discipline Report button to save any changes to the Disciplinary Report.
• A pop-up message that reads Disciplinary Report have been Saved indicates that the disciplinary report have been saved.

The Employee whom is having the disciplinary report submitted for them must provide an electronic signature to indicate that they have been made aware of disciplinary report.

Once on the Disciplinary Report you would like to Edit

1. Tap the Employees Signature button to open the View Signature screen.
2. Tap the Create new button to open the Signature Edit screen.
3. Sign in the white space beneath the Save New Drawing Here label.
4. Tap Save in the top right corner of the screen to update the Signature field.

The Supervisor whom is performing the disciplinary report submitted for them must provide an electronic signature to indicate that they have been made aware of disciplinary report.

Once on the Disciplinary Report you would like to Edit

1. Tap the Supervisor Signature button to open the View Signature screen.
2. Tap the Create new button to open the Signature Edit screen.
3. Sign in the white space beneath the Save New Drawing Here label.
4. Tap Save in the top right corner of the screen to update the Signature field.

The Statement section of the Disciplinary Report allows field staff to enter statements of what has occurred as part of the incident or the meeting to discuss the disciplinary action.

Once on the Disciplinary Report you would like to Edit

1. Tap the second tab, the statements tab.
2. Tap + icon button, in the top right corner.
3. This loads a list of company field staff
4. Scroll the list of employees until the desired employee is displayed on the screen.
5. Tap on the employee you would like to add a statement for. This will take you back to the statements screen.

Error Messages on Add Employee Statement if

• Employee cannot be added twice: if employee added twice a error message will appear telling users employee cannot be add a second statement.

Statements are made up of as many paragraphs required, each paragraph can be moved up or down a statement by changing the order of paragraph value.

Once on the Disciplinary Report you would like to Edit

1. Tap the second tab, the statements tab. This loads the list of employee statements started. If their are no statements started yet, follow the instructions in the Add Statement section above.
2. Scroll the list of statements until the desired employee statement is displayed on the screen.
3. Tap on the employee statement you would like to add a paragraph to. This will take you statements screen. On this screen you will see a representation of the statement. With the employee name at the top and the paragraphs below.
4. Tap the + button in the top right corner to enter the Paragraph Edit list screen.
5. The screen will load with the paragraphs listed in the order they will appear in the document.
6. Tap + icon in the top right corner to enter the Add Paragraph screen
Fields
6. Order of Paragraphs: The order of paragraph field allows field staff to order the paragraphs of a statement in any order they see fit, select from the select box the number you want the paragraph to be ordered as.
7. Paragraph:the paragraph field allows field staff to enter a paragraph of text to be included in a statement. The statement is a required field. The character limit of this field is 500.
7. Tap the Save button to add the paragraph to the statement.

Statements are made up of as many paragraphs required, each paragraph can be moved up or down a statement by changing the order of paragraph value.

Once on the Disciplinary Report you would like to Edit

1. Tap the second tab, the statements tab. This loads the list of employee statements started. If their are no statements started yet, follow the instructions in the Add Statement section above.
2. Scroll the list of statements until the desired employee statement is displayed on the screen.
3. Tap on the employee statement you would like to add a paragraph to. This will take you statements screen. On this screen you will see a representation of the statement. With the employee name at the top and the paragraphs below.
4. Tap the Edit button in the top right corner to enter the Paragraph Edit list screen. The screen will load with the paragraphs listed in the order they will appear in the document.
5. Scroll the list of paragraphs until the desired paragraph is displayed on the screen.
6. Tap on the desired paragraph to load the Edit Paragraph screen.

Once on the Statement Paragraph you would like to Edit

Once on the Statement you would like to view

1. Tap the Edit button in the top right corner to enter the Paragraph Edit list screen. The screen will load with the paragraphs listed in the order they will appear in the document.
2. Scroll the list of paragraphs until the desired paragraph is displayed on the screen.
3. Long Tap the paragraph to bring up the delete screen for the paragraph.
4. Tap the Delete button. The paragraph will be deleted.

Once in the Disciplinary Report Edit screen.

1. Tap the Submit Disciplinary Report button on the bottom of the screen
• A pop-up message that reads Disciplinary Report have been submitted indicates that the disciplinary report have been submitted to SafetyNet.

Error Messages on Submit Disciplinary Report if

Once in the Disciplinary Report section

1. Tap the second tab on the menu, the Un submitted view. If their are timecard entries to view they will be listed with the Start date in black, the End date in black beside the customer name in black on the first line. The second line will be the entered reason for time off in black.
2. Scroll the list of Disciplinary Reports until the desired Disciplinary Report is displayed on the screen.
3. Long Tap the disciplinary report to bring up the delete screen for the disciplinary report.
4. Tap the Delete button. The disciplinary report will be deleted.

Once in the Disciplinary Report section

1. Tap the third tab on the menu, the History tab of the main menu view. If their are time off request to view they will be listed with the Start date in black, the End date in black beside the customer name in black on the first line. The second line will be the entered reason for time off in black.
2. Scroll the list of Time off Request until the desired Time off Request is displayed on the screen.
3. Tap on the Time off Request you would like to view. This loads the time off request.
4. The Second Tab of the Time off Request shows the user the list of statements
5. Scroll the list of statements until the desired statement is displayed on the screen.
6. Tap on the statement to view it, in its entirety.

Disciplinary Reports may be started on one field staff members device and finished on another field staff members device. To get a copy of the report field staff can download the report.

1. From the Menu screen, tap the Updates button.
2. Scroll the list of sections until you find the Disciplinary Report button.
3. Tap on the Disciplinary Report button.