AtlantiCare Leader Handbook

ORACLE FUSION CASE MANAGEMENT: STANDARD OPERATING PROCEDURE

Case Creation Workflow: Leader creates a corrective action case, fills in all fields, and assigns it to supporting Workforce/Labor/Provider Relations Consultant for review. Please note: Supervisor Name, Department Head Name, and HR Rep Name fields all serve as digital signatures. Please have each leader sign off on their own field from their own Fusion Profile. Corrective Action Cases Open Case Management (Oracle Fusion Home→ Help Desk→ Cases) Navigate to ‘Create Case,’ and fill in the Title, Primary Contact and the Assigned To fields. Titles for corrective actions should always be “ Team Member Last Name, First Name, Month/Year, Action Type (Performance/Behavior/Attendance/Tardiness), Level of Action.” Ensure that the team member under review is in the Primary Contact field, and the correct supporting Workforce/Labor/Provider Relations Consultant is listed in the Assigned To field. For corrective actions at a Final Warning or above, use the Add Team Member function to give access to an additional leader. Click Create to initiate the next step. Description , previously known as ‘Specific Incident/Behavior.’ This field serves as the bulk of corrective actions. For routine corrective actions such as essential work requirement violations or attendance accruals, utilize the Smart Text function by typing a ‘#’ into the Description field. Drop down fields: Incident Type, Date of Incident, and Level of Action. Fill the Suspension Details , Suspended Days, Prior Coaching, & Prior Counseling fields as applicable. Associated PIP , utilize as needed, please note that Performance Improvement Plans will only be utilized for leaders going forward. Signature Fields: the Supervisor Name, Department Head Name, and HR Rep Name fields and the respective date fields all serve as typed signatures. For a written Counseling or a Coaching, only the Supervisor Name field needs to be filled. Eligible for Issue Resolution , should only be checked off by the supporting Workforce/Labor/Provider Relations Consultant. HR Representative Email Address : type in the email address of the supporting Workforce/Labor/Provider Relations Consultant for all corrective actions. Action Plan: Refers to all 5 Action fields and Date Ranges. The first field is mandatory, fill out as many as applicable, utilize SMART goal verbiage for actionable areas of improvement/correction to be effectively communicated. Managing a Corrective Action Select ‘Edit” to fill in all required fields not required at the previous step: Queue and Case Type should always be “Corrective Action.”