Effective management of employee disciplinary cases is crucial for maintaining a productive, fair, and compliant workplace. Orange HRM’s Discipline Module simplifies this process by providing HR teams with structured workflows, customizable case forms, and real-time tracking tools. For HR teams, it reduces administrative workload, ensures consistency in handling cases, and minimizes the risk of compliance issues. For employees, it provides a clear, transparent, and professional approach to managing workplace incidents, fostering trust, accountability, and a culture of fairness across the organization.

How to add a case type

Step 1 

1. Navigate to the Discipline module from the main menu
2. Click on the "Case Types" tab
3. Click the "Create Case Type" button

Step 2 -  Fill in the Case Type Details.

Complete the following information.

• Case Type Name: Enter a descriptive name for the type of disciplinary case (e.g., "Policy Violation," "Attendance Issues," "Workplace Conduct")
• Case Form: Select the appropriate form template from the dropdown menu
• Location(s): Choose the locations where this case type will be applicable
• Expected Case Duration: Set the expected number of days to resolve such cases (optional)

Step 3 -  Click on the "Save" button to add your new case type. Once you save the case type, it will appear in the Case Type List. 

How to edit/delete a case type

Step 4 - If you need to make changes later, you can edit the case type at any time by selecting it from the list and updating the necessary details.

To edit a case type:

1. Hover your mouse over the record you want to edit.

2. Click the Edit button that appears.

3. Make the necessary changes and save the updates.

Note: Only users with the required permissions can edit or delete an existing case type.

Step 5 - If you want to delete a record, click on the Delete button next to the case type you wish to delete.

Step 6 - A confirmation message will appear — click Yes, Delete to confirm the action.

Note: Once deleted, the record cannot be recovered. Make sure you no longer need the case type before confirming deletion.

Step 7 - To filter the case types, click on the Filter button, fill in the required fields, and then click the Search button. This will display only the case types that match your specified criteria.

Step 8 - Click on the Configure button to manage the Case Type List. Select the fields you want to display and save the changes.

Best Practices

• Use Clear Names: Choose case type names that clearly indicate the nature of the misconduct
• Consider Locations: Assign case types to relevant locations where they are most applicable
• Set Realistic Durations: Use the expected duration field to establish reasonable timelines for case resolution

What Happens Next?

Once created, your new case type will:

• Appear in the dropdown menu when logging new disciplinary cases
• Be available for filtering and reporting purposes
• Help maintain consistency in how similar disciplinary matters are handled