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Corrective Actions


This support article is intended to be a standalone document capable of helping you understand and implement the Corrective Actions module. If you need a quick reference for navigating Active Agenda, please refer to the Quick Guide.

Every module of Active Agenda links to its respective discussion forum. We encourage you to join the conversation.

We are constantly adding and refining our documentation. Please contact us if you would like us to add or improve documentation that is underdeveloped and important to you.


In Active Agenda, corrective actions are disciplinary measures taken to correct behavior.

Today's organizations are faced with the need to take corrective action (also known as disciplinary action) to modify behavior. Taking corrective action can be essential to business success but it can also result in additional risk. Applying inconsistent corrective action can result in unnecessary employment practice liabilities (i.e. sexual harassment, discrimination, etc.), which ultimately result in unnecessary conflict, litigation, and cost.

A common failing of this business practices is the lack of a centralized database to track the performance of corrective activity. Active Agenda helps businesses to centralize corrective action tracking and measurement activities and reduce costs associated with variability. Active Agenda can help implementers to establish standard corrective practices across an enterprise using existing employee handbooks, policies, and procedures while helping organizations to maintain consistency and prompt explanations for inconsistency.

Corrective Situations

A corrective situation is a behavior or practice that is prohibited by policy. Corrective situations are often defined within an employee handbook. Corrective situations must be establish in order to take a corrective action.

Corrective Situation Types

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Corrective situation types are used to classify the variety of situations that can lead to a corrective action (a.k.a. discipline). The assignment of a corrective situation type to a corrective action allows you to identify and assess disciplinary activity occurring across your organization.

Corrective actions often result in administrative law complaints. Identifying your corrective actions by type will substantially improve your ability to summarize and analyze your risk for inconsistent employment practice complaints. You can add or modify corrective situation types directly within the Corrective Situation Types module or by clicking the (Image ) symbol next to the Situation Type field within the Corrective Situations module.

Central Submodules

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A central submodule is populated from more than one module. Central submodules allow you to associate items that are common to many different modules within Active Agenda. Submodules can also have central submodules (e.g. Participants associated with a Budget Account). A sub module edit form is used to add central submodule records. The following central submodules are associated with the Corrective Situation Types module:

Corrective Practices

A corrective practice is a prescribed disciplinary policy. Corrective practices are typically associated with a list of invoking situations and are usually progressive in nature. Active Agenda uses a list of corrective situations and assigned practices to guide you in the taking of corrective actions. Advance stipulation of corrective practices can help an organization avoid inconsistent, and potentially discriminatory, corrective actions.

Central Submodules

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A central submodule is populated from more than one module. Central submodules allow you to associate items that are common to many different modules within Active Agenda. For instance, a Hazard Assessment can be associated with a Chemical; a Confined Space; a Hot Work Activity; a Task; and/or a variety of other items, activities, or events across your enterprise. A sub module edit form is used to add central submodule records. The following central submodules are associated with the Corrective Actions module:

Association Modules

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Association modules allow you to associate two related module records. For instance, an Agreement can be associated with a Corrective Action; a Chemical can be associated with an Equipment Inventory Item; a Hazard Assessment can be associated with a Risk Assessment, and a variety of other associations can be established. A sub module edit form is used to associate the module records. We attempt to make logical associations between modules, but we know we may have missed a few. Please let us know if you identify an association we missed! The Corrective Actions module permits the following associations:

Corrective Action Associations

Corrective Actions can be associated with the module records of a variety of other modules (e.g. The "Zahlis Verbal Counseling; 19 Nov 2013" can be associated with a related incident report). Active Agenda uses association modules to achieve this. We attempt to make logical associations between modules, but we know we may have missed a few. Please let us know if you identify an association we may have missed!

Global Modules

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Global modules allow you to associate common types of information with nearly all of Active Agenda's modules. Global module records can be associated at the module level (e.g., Actions associated with Corrective Actions) and the record level (e.g., Actions associated with the Zahlis Discipline for too many hours). The following global module records are available for association with the Corrective Actions module:

Actions

Use the Actions screen to assign follow-up actions related to the Corrective Actions module (i.e., Consider interviewing Zahlis' coworkers to determine if he always exceeds maximum working hours). All actions are saved to a centralized location where you can quickly assess the status of actions assigned throughout the organization.

Attachments

Associate digital files (e.g., scans of Zahlis' time sheets) with the Corrective Actions module in the Attachments screen. All attachments are saved to a centralized location where you can quickly filter and locate items attached to records.

Costs

Access the Costs screen to associate costs with the Corrective Actions module (e.g., Upgrades to the time clock that disallow time recording after a stipulated maximum, per person.). All costs are saved to a centralized location so you can quickly assess the Total Cost of Risk and/or filter costs by a variety of parameters.

Access the Links screen to associate links with the Corrective Actions module (e.g., http://en.wikipedia.org/wiki/Disciplinary_procedure(external link)). All links are saved to a centralized location where you can quickly access them by filtering on a variety of parameters.

Notes

Use the Notes screen to associate notes with the Corrective Actions module (i.e., We should consider removing the maximum hour policy.). All notes are saved to a centralized location where you can quickly access them by filtering on a variety of parameters.

Notification List

The Notifications List screen allows you to establish a list of people to include in notifications. Notifications are sent manually by email and contain the contents of the Corrective Actions module View screen. Additional recipients can be added to a notification list on an ad hoc basis when a notification is sent. Notifications are sent using the Notify screen located on the View and Edit screens.

Lists

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Lists are used to populate combo boxes(external link) throughout Active Agenda. These lists are populated with List Modules and/or Code Types. You can add list items as you go, but starting with well defined lists can substantially improve data integrity. We encourage you to evaluate the lists before implementing a module. We also encourage the assignment of subject matter experts as Data Integrity Managers on a module-by-module basis.

Your installation of Active Agenda will include master data files to get you started. These lists are provided as suggestions. Please verify that the lists make sense for your organization. You can view the list modules and code types used by the Access Requests module by clicking the "expand" links Image below. Submodule specific list modules may be listed above and identified with the list module icon Image . The Code Types table allows you to sort code types by: Code ID, Code Title, or by the module where the codes can be found.

List Modules

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Code Types

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Code ID Code Title Found Here
57
Corrective Action Category Corrective Action Associations
57
Corrective Action Category Corrective Practices
57
Corrective Action Category Corrective Actions
58
Corrective Action Situation Category Corrective Action Associations
58
Corrective Action Situation Category Corrective Practices
58
Corrective Action Situation Category Corrective Situation Types
58
Corrective Action Situation Category Corrective Actions
75
Occurrence Number Corrective Actions
75
Occurrence Number Corrective Practices
123
Corrective Action Status Corrective Actions


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