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Accountability Settings: Create, Edit, or Delete Disciplinary Action Types

Erin Lavey
Erin Lavey
  • Updated

Disciplinary Actions are the consequences triggered as Infraction points add up. Use Disciplinary Actions to ensure consistent accountability within your team

To edit Disciplinary Actions, you must have the "Manage Accountability" permission. This will allow you to edit Infractions and Disciplinary Actions. For more information on different role permissions visit Edit Role Permissions

Create Disciplinary Action Types

  Create Disciplinary Action Types 1.pngCreate Disciplinary Action Types 2.png

  1. From the Menu, tap Admin
  2. Tap Accountability
  3. Tap Settings
  4. Tap Disciplinary Actions at the top of the screen
  5. Tap the + Button
  6. Enter the Disciplinary Action name and how many infraction points an employee must have to receive the Disciplinary Action
  7. Tap Save

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Edit or Delete Disciplinary Action Types

Edit or Delete Disciplinary Action Types 1.pngEdit or Delete Disciplinary Action Types 2 3.png

  1. Tap on any existing Disciplinary Action to edit or delete it
  2. Edit the information as desired
  3. Tap Save or Delete

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