Track and manage capability cases through improvement process:

Viewing Cases:

  • Go to Capability Cases → Cases
  • Filter by status (Open, Closed)
  • Filter by employee or case type
  • See all active cases

Case Progress:

  • Track improvement against objectives
  • Record progress reviews
  • Update case with developments
  • Monitor support and training effectiveness

Progress Reviews:

  • Schedule regular review meetings
  • Assess progress against objectives
  • Update improvement plan if needed
  • Document outcomes and next steps

Updating Cases:

  • Add progress notes
  • Update improvement plan
  • Change case status
  • Record training and support provided

Closing Cases:

  • Close when objectives are met
  • Close if improvement not achieved (may escalate)
  • Document final outcome
  • Archive for records

Case History:

  • View complete case timeline
  • See all reviews and updates
  • Track progress over time
  • Useful for future reference

Notifications:

  • Employees notified of case creation
  • Review reminders sent
  • Updates on case progress
  • Notifications for case closure