Case Initiation and Tracking

Case Initiation and Tracking is a feature in PrismERP that enables organizations to log, monitor, and resolve internal employee-related cases — such as disciplinary actions, complaints, or other HR-related matters — in a structured and traceable manner.

Key Features

• Register new employee cases with category, description, and attachments
• Assign responsible personnel for investigation and resolution
• Track status of each case: Open, In Progress, Resolved, or Closed
• Maintain detailed logs and timelines for each case
• Access case history and outcomes for future reference or audits
• Integrated visibility with employee profiles and HR dashboards

Benefits of Using This

Managing employee-related cases can be sensitive and complex. PrismERP’s Case Initiation and Tracking system ensures transparency, consistency, and compliance in how such issues are handled.

It centralizes information, provides clear accountability, and helps reduce manual mismanagement or lost documentation — promoting a fair and organized workplace.

How to Use This Feature in PrismERP

• Initiate a Case:
  Navigate to the Case Management section. Enter details such as:

  • Case type
  • Involved employee
  • Issue summary
  • Attach relevant documents or evidence

• Assign Investigation Officer:
  Choose a responsible HR person or manager to follow up on the case.

• Track Progress:
  Update case status, add notes or findings, and maintain a timeline of actions.

• Close or Resolve Case:
  Once resolved, mark the case as Resolved or Closed, and store the outcome for audit or reference.

• Audit Trail:
  Every step is logged automatically — providing full transparency and data integrity.