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Certain users will have the system rights to start an employee relations process and initiate a case on the system. If a user has such system permissions, then the vertical slider menu will have a New Case menu item.

 

Click on “New Cases” on the vertical slider menu, the Start a Case menu item can then be expanded by pressing the “+” button to display the various erNavigator module types.  

 

Select the type of case that is to be initiated. The case capture screen will be different for each of the erNavigator modules.

 

When a new case is initiated, basic case details will have to be captured on the initiate screen that appears. The detail requirements for the misconduct initiate screen is described in the section below.

 

Figure 208 - New Cases