Cases

Member issues come in many varieties and the Cases Module handles them all.

Grievances, arbitrations, complaints, disability, and compensation claims require many of the same work flow and research capabilities. Through the Cases Module you can track steps, actions, documents, expenses, and awards. Work flow is automated based on configurable templates. Each case can be linked to one or more participants (e.g., members, case managers, supervisors, and legal). Because of UnionWare's modular integration, case information is also available in other areas of your solution such as Member Portal and the Organizing Module.

Highlights

  • Support multiple case types, each with its own security, templates, and corresponding statuses and categories
  • Track the life-cycle of a case using steps, actions, reminders, and tasks
  • Create templates with specialized workflow and action-specific communications to participants (e.g., merged letters, e-mails)
  • Track all the key players and their roles in the case, including members, legal counsel, arbitrators, witnesses, and staff reps
  • Use multiple notes to track and capture the communications and strategies for the case, and ensure privacy with security settings where necessary
  • Use UnionWare to upload or link documents of any type to the case, or integrate UnionWare with existing document-management systems
  • Use keywords, case linking, and a variety of other categorization tools to make researching easy
  • Track expenses and awards as well