CRM Software Support Center
VIOLATION OF CORPORATE POLICIES

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Violation of Corporate Policies
Violations tab
Reports on Violations
Quick create for Violations
Importing/Custom Views for Violations
Viewing a Policy
Policy Violation Report

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Overview

With the policies tab users can create/edit and view Violations


Violations tab

When viewing a Corporate Policy HR Manager/Sys Admin can see the "Violations" related report section, showing all Employees who have violated the Policy being viewed. No other Profile will even see the tab in their Salesboom account.


Reports on Violations

The Violations search box searches only Violations records in the Salesboom database.


Quick create for Violations

Located on Violations home page. When you are in a hurry, use the Violations Quick Create form to enter the minimum of data on a Violation. Later you can come back and update the Violation to fill in all the pertinent information. This is perfect for when you have to create many Violations. You can quickly get them logged in Salesboom, then can come back and update them at your leisure.


Importing/Custom Views of Policies

"All Violations" related report under Employees.


Viewing a Policy

HR Manager/Sys Admin can see the "Violations" related report section, (showing all Employees who have violated the Policy being viewed). No other Profile will even be able to see the tab.

Policy Violation report

When viewing a Policy, "Violations" shows what employees have violated a policy. (clicking on the "View" link will show information about the employee who violated the policy.) There is a "Log Policy Violation" button. When you click it while viewing an employee a new violation is displayed with the Employee's info already filled in. Clicking the button when viewing a policy does the same thing, except the information about the Policy is filled out for you when creating a new violation.

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