Disciplinary System¶
Managing Discipline and Appeals¶
PulseRoster provides a comprehensive disciplinary system with multiple action types, appeals, and probation tracking.
Discipline Types¶
| Type | Description | Severity |
|---|---|---|
| Verbal Warning | Informal correction | Low |
| Written Warning | Formal documented warning | Low |
| Strike | Formal infraction (for strike systems) | Medium |
| Suspension | Temporary removal from duty | High |
| Demotion | Rank reduction | High |
| Termination | Removal from department/community | Highest |
Issuing Disciplinary Action¶
How to Issue¶
- Go to a member's profile
- Click Issue Disciplinary Action
- Fill in the form:
| Field | Description |
|---|---|
| Type | Select discipline type |
| Reason | Detailed explanation |
| Evidence | Attach documentation (optional) |
| Department | Affected department |
| Points/Strikes | If using point system |
| Expiration | When the record expires (optional) |
| Probation | Add probation period (optional) |
- Click Issue Discipline
Evidence Attachment¶
Attach supporting documentation:
- Screenshots
- Video links
- Witness statements
- Previous warnings
Discipline Configuration¶
Configure your system at Settings > Disciplinary.
System Types¶
| System | Description |
|---|---|
| Strikes | Track infractions as strikes (e.g., 3 strikes = termination) |
| Points | Assign point values to infractions |
| Hybrid | Combine both systems |
Strike System Example¶
| Strikes | Consequence |
|---|---|
| 1 | Verbal warning |
| 2 | Written warning + probation |
| 3 | Termination |
Point System Example¶
| Infraction | Points |
|---|---|
| Minor violation | 1 |
| Moderate violation | 3 |
| Serious violation | 5 |
| Threshold for termination | 10 |
Infraction Categories¶
Create custom categories:
- Unprofessional Conduct
- Policy Violation
- Negligence
- Abuse of Power
- Insubordination
Appeals¶
Members can appeal disciplinary actions.
Submitting an Appeal¶
- From the disciplinary record, click Appeal
- Enter appeal reason
- Submit for review
Reviewing Appeals¶
Staff can review pending appeals:
- Go to Disciplinary
- View pending appeals
- Click on the appeal
- Review details and choose outcome:
| Outcome | Description |
|---|---|
| Upheld | Discipline stands as issued |
| Reduced | Lesser punishment applied |
| Overturned | Discipline removed |
| Escalated | Sent to higher authority |
Appeal Workflow¶
Probation¶
Add probation to any disciplinary action.
Setting Probation¶
- When issuing discipline, check Add Probation
- Set probation duration
- Add probation conditions (optional)
Probation Features¶
| Feature | Description |
|---|---|
| Duration tracking | Days remaining displayed |
| Auto-complete | Automatically ends on date |
| Early termination | Staff can end early |
| Extension | Can be extended if needed |
Probation Conditions¶
Document specific conditions:
- No further infractions
- Regular check-ins required
- Specific behavior expectations
Viewing Disciplinary Records¶
Member View¶
On each member's profile:
- All disciplinary records
- Current probation status
- Strike/point count
- Appeal history
Community View¶
Go to Disciplinary for community-wide view:
- All active disciplinary records
- Filter by type, department, status
- Export records
Record Details¶
Each record shows:
| Field | Description |
|---|---|
| Type | Discipline type |
| Reason | Full explanation |
| Issued By | Staff member |
| Date Issued | When issued |
| Status | Active, Expired, Appealed |
| Expiration | When it expires |
| Probation | Probation details |
Record Expiration¶
Disciplinary records can expire automatically.
Setting Expiration¶
When issuing discipline:
- Check Set Expiration
- Enter expiration date
- Record will auto-expire
Expiration Effects¶
- Record remains for history
- No longer counts toward points/strikes
- Status changes to "Expired"
Editing Disciplinary Records¶
Staff can modify records:
- Find the record
- Click Edit
- Modify details
- Save changes
All edits are logged in the audit trail.
Quick Reference¶
Disciplinary URLs¶
| Page | URL |
|---|---|
| Disciplinary Records | /c/[slug]/disciplinary |
| Issue Discipline | Via member profile |
Required Permissions¶
| Action | Permission |
|---|---|
| View records | Staff |
| Issue discipline | disciplinary.issue |
| Manage all records | disciplinary.manage |
| Review appeals | disciplinary.manage |
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