Corrections

Send, chase, and close a correction

1. 1

   Set up case types and reason templates (Report Correction and Shift Notice types and 16 common reasons are included).

2. 2

   Set reminder timing: grace period, interval, and cap.

3. 3

   Send a case: choose the type and reason, add the report number or shift date, and pick recipients.

4. 4

   Each member opens their email link and acknowledges, responds, or requests a re-review.

5. 5

   Automatic reminders go out, and the sender gets an action-required alert after the third.

6. 6

   Close the case and review response rates and common reasons.

Module capabilities

• Case types with prefixes, response modes, custom fields, and email wording
• Reason templates
• Personal email links to acknowledge, respond, or request a re-review without logging in
• Automatic reminders every 24 hours by default, with a cap and a manual Remind button
• Sender escalation alert
• Compliance alerts for undeliverable, ignored, unopened, and overdue recipients
• Delivery, link-opened, and response times recorded per recipient
• Append-only case history from sent to closed
• Response-rate, time-to-close, and delivery analytics with CSV export

Before your department relies on it

1. 1

   Review the starter types and reasons and reword emails to fit your department.

2. 2

   Set reminder timing that matches your expectations.

3. 3

   Make sure member email addresses are current in Personnel.

4. 4

   Decide who may send cases.

5. 5

   Check compliance alerts for undeliverable addresses.

6. 6

   Keep disciplinary matters in HR Info.

Portal destinations

These destinations appear only when the module is enabled and your roles grant the required access.

Associated modules

Required modules must be enabled first. Related modules exchange data or extend the workflow when both are available.

Answers before you get stuck

Detailed Corrections guides