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Confidential Entries / Early Intervention

Feature Enhancement Release Notes

As always, we are working to solve the “real world” issues faced by our users.  The current release fixes the issue where confidential entries were not included in Early Intervention Flags (EI).   The chance of an at-risk employee being missed can now be reduced by including your confidential entries in your EI triggers.  At the same time, the possibility of untimely notification is reduced based on how you set the EI flags to trigger.

Setup

When you go to the manage page, you will also notice we’ve added “Confidential” to Groups to help avoid any confusion.

In the early intervention setup you will see two new fields:

  • The first is “Allow Confidential.”  This gives you the ability to include confidential entries as triggering events.
  • Next is a new “Send To” dropdown where you can select where you want the Early Intervention Flag to be distributed.  The default setting is “Upline Supervision” (the employee’s normal hierarchy).

There are three options for using these new enhancements for confidential entries.

OPTION 1 – Simply leave “Allow Confidential” unchecked and the “Send To” dropdown in the default setting of “Upline Supervision.”  

Flags will be distributed to the employee’s regular hierarchy and will not include confidential entries.  

OPTION 2 – Select “Allow Confidential” and leave the “Send To” dropdown in the default setting of “Upline Supervision.”

 

Flags will be distributed to the employee’s regular hierarchy and any confidential entries made during the threshold period will be included.

Any confidential entries will appear simply as “Confidential Incident” with a note to contact members of the confidential group.  If the link to a confidential entry is selected by anyone outside of the confidential group, they will be alerted that they do not have access to the entry.

The intent is to ensure a discussion between the normal hierarchy and members of the confidential group to provide for an effective review of the flag.

The response to the Early Intervention Flag will be distributed to the employee’s regular hierarchy.  Any confidential entries will be linked to the response along with normal entries. But again, anyone outside of the confidential group does not have access to the confidential information.  

OPTION 3 – Select a confidential group from the “Send To” dropdown.  

Flags will be distributed to the members of the confidential group selected.  The regular hierarchy does not see the flag and it may be responded to at any time deemed appropriate by the members of the confidential group.  It is important to note that any flag, whether it includes confidential entries or not, will be distributed only to members of the confidential group.

Confidential group members will be able to view all entries linked to the flag regardless of their normal hierarchy.

The response to the Early Intervention Flag will be distributed to the employee’s regular hierarchy.  Any confidential entries will be linked to the response along with normal entries. But again, the regular hierarchy does not have access to any confidential entries.

Once again, the intent is to ensure a discussion between the normal hierarchy and members of the confidential group to provide for an effective review of the flag.

We hope you find the new enhancement helpful.  If you have questions or need assistance please contact us at info@guardiantracking.com.