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Discipline in ProTrack is used to track individuals' performance. The discipline plans evaluates the individual level performance, effectiveness, utilization, total performance, quality, safety, and attendance.
Accessing the Approve Discipline Screen
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:
- Log in to ProTrack Warehouse.
- Select the Discipline under the Operations menu. The Approve Discipline screen appears with all the employees' status as Awaiting Approval.
Fig.53 Approve Discipline
Search 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:
- Click in the Approve Discipline screen and the Search Employee screen appears.
Fig.54 Approve Discipline - Search Employees
- Type at least one of the criteria mentioned above (Last Name, First Name, Role, Supervisor, Facility, Department, Labor Union, or Schedule).
Fig.55 Approve Discipline - Search Employees Using Wild Card
- Click in the Search Employee screen. The records matching the search criteria are listed in the 'Search Results' section of the Search Employee screen.
- Click and the selected employee list is displayed in the Approve Discipline screen.
View and Edit 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:
- Search and list the employee you want to view or edit in the 'Search Results' section by providing a search criteria (Refer Search Employees).
- The Approve Discipline screen by default shows all the employees with status as 'awaiting approval'.
- Select the Select check box of Individual employees listed in the Approve Discipline screen.
- Click Save, the selected and changed employee records are updated.
- If you have made the changes in the fields and do not want to save the details, click Reset before you save the changes.
Field Description
Field |
Description |
Step Level |
Select the configurable number of steps allowed in a Discipline Plan from the list. |
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. |