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The Approve Discipline screen helps you to approve or deny the discipline step for individual employees, and confirm or over-ride the discipline level. The options in the Approve Discipline screen are available depending on the user privileges.

To access the Approve Discipline screen:

1. Log in to ProTrack Warehouse.

2. Select the Discipline under the Operations menu. The Approve Discipline screen appears with all the employees' status as Awaiting Approval.

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   image Discipline.jpg title Fig.69 Approve Discipline

   
   Field Description

   Field	Description
   Employee Name	First and last name of employee on discipline.
   Plan Name	Displays the discipline plan the employee is assigned to.
   Step Level	Displays the current next discipline level for the employee will increment to if approved.
   Review Period	Displays the start and end days of which the discipline plan ran.
   Status	Displays approve or disapprove of that discipline level.
   Approve	Select the check box if the employee is approved.
   Disapprove	Select the check box if the employee is disapproved.
   Reason Code	Select a Reason Code for the disapproval from the list.

   ^{Table 7. Approve Discipline Descriptions}

Searching For Employees

The employees can be searched for by providing the following search criteria in the Search Employee screen:

• Last Name
• First Name
• Role
• Supervisor
• Facility
• Department
• Labor Union
• Schedule
  
  To search for particular employees:

1. Click Image Modified in the Approve Discipline screen and the Search Employee screen appears.

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   image Search Discipline.jpg title Fig.70 Approve Discipline - Search Employees

2. Type at least one of the criteria mentioned above (Last Name, First Name, Role, Supervisor, Facility, Department, Labor Union, or Schedule).

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   image Wild Card.jpg title Fig.71 Approve Discipline - Search Employees Using Wild Card

   Tip
   title Tip
   To list the employees whose last name starts with a particular character, type the character in a specific field. For example, to search the employees with last name starting with the character 'M', enter 'M' in the Last Name field to list employees with last names beginning with an 'M'. You can apply this wild card character to any of the search criteria.

3. Click Image Modified in the Search Employee screen. The records matching the search criteria are listed in the 'Search Results' section of the Search Employee screen.

   Tip
   title Tip
   If no search criteria are specified, all the employees are listed in the 'Search Results' section.

4. Click Image Modified and the selected employee list is displayed in the Approve Discipline screen.

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   image Select Discipline.jpg title Fig.72 Approve Discipline - Selected Employees

Viewing & Editing Employee

The employees can be viewed and edited from the Approve Discipline screen. If the status of the employee is Approve or Disapprove the fields are not available to edit.

To view and edit the approve discipline:

1. Search and list the employee you want to view or edit in the 'Search Results' section by providing a search criteria.

   Info
   title Info
   The Approve Discipline screen by default shows all the employees with status as 'Awaiting Approval'.

2. Select the Select check box of Individual employees listed in the Approve Discipline screen.

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   image Approve Discipline.jpg title Fig.73 Approve Discipline - Select Approved Employees

   Tip
   title Tip
   If you click on the checkbox next to Select, it will check all employees listed on the screen.

3. Check either check box in the Approve or Disapprove columns: "Approve" to approve the discipline step, or "Disapprove" to deny the discipline step for the specified review period.

   Info
   title Info
   If a record is to be disapproved, a "Reason Code" must be selected.

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   image Approve Discipline 2.jpg title Fig.74 Approve or Disapprove Discipline

4. Click Image Modified and the selected and changed employee records are updated.

   Tip
   title Tip
   You can only edit records where the Status is set to Awaiting Approval. If you have made the changes in the fields and do not want to save the details, click Reset before you save the changes.