Disciplinary Action

Purpose

This SOP provides a step-by-step guide for clients to initiate disciplinary action and schedule a call using their dashboard.

Steps for Clients:

1. Initiate Disciplinary Action:

   • Scroll down on your dashboard and select Disciplinary Action.

   • This action will redirect you to the We Need a Disciplinary Action page.

2. Fill Out the Form:

   • Complete the provided form with the necessary details.

   • Submitting the form will trigger an email notification and generate a project related to the request.
     

     

3. Redirection to Dashboard:

   • After hitting Submit, you will be redirected back to your dashboard.

4. Schedule a Call (if needed):

   • If you prefer to schedule a call, scroll down to the Schedule a Call section on your dashboard.

   • Select the option to book a call.

5. Confirm Booking:

   • Click Book to schedule the call.

   • A backend notification will be sent to indicate that the call has been scheduled.

SuiteDash Links:

• Portal Page

• Project Generator

• Project Task Template

• Form

Additional Notes:

• Clients will receive email notifications for both disciplinary action submissions and call scheduling.

• Ensure that all required fields in the forms are filled out to avoid any processing delays.