Discipline Basics
This is where discipline lives in Compass
What is Docs → Corrective Actions?
A discipline that has not been submitted
What is Draft?
The first stage of discipline
What is Create?
A manager activates discipline before having the conversation with the employee
What is breaking the order of operations (delivery must happen before activate)?
A case number will not populate until this happens.
What is the case is submitted?
If a discipline is Approved- its active T/F
FALSE- Must be in active status
Status where the case is waiting for approvals
What is Pending?
The step where you meet with the employee
What is Deliver?
If an expert already has an active discipline and you need to issue a new one- what do you do
Progress- not create new
Before activation, the manager should enter these from the conversation.
What are meeting notes?
The three main discipline tracks
What are Attendance, Performance, and COBC?
Status indicating all approvers have approved
What is Approved?
The step that makes discipline official
What is Activate?
CASE is pending and you need to figure out why?
go into case>check the number> click and see who its waiting on
This action must happen before the Save & Activate button appears.
What is click Preview/Edit Letter?
Case is in Pending status- what does that mean?
Waiting to be approved by chain
This must happen before activation
What is delivering the discipline to the employee?
Where you go to manage open discipline work
: What is the Corrective Action To-Dos dashboard
If you are reviewing a case but something needs edit what action do you click
Return
Number of items pending your action
Once you hit this, the case cannot be edited
What is Save & Activate?
This indicator means no pending actions
What is a green check?
This is the navigation path to start a new discipline case in Compass.
What is Docs → Corrective Actions → Create New?