Intake uses union types
Grievance, discipline, investigation, accommodation, arbitration — the language the local already uses. Partial file when time is tight.
By Need
Grievances and contract enforcement
Every file has a member, an article, a deadline, and a next step. Enforcement is the record — not a pile of forms and a rumour about what is late.
Union Software is built for the collective bargaining economy — the local, the unit, the hall, the board — not for an employer HR stack. Enforcement here is the case: type, people, incident, procedure, article, document, report.
How the week runs in the software
Grievances & Cases holds the member, the article, the procedure dates, and the letter. Agreements is the clause on the file. Advanced Reports counts open and overdue from those cases.
The software answers who owns the file, when the next step is due, whether the article is cited, and what number the board can open.
How Union Software helps
Procedures calculate the next date
Timeline templates, anchor dates, responsible roles, due today and overdue.
The article is attached
Search the agreement, open the clause, cite it into the case.
The letter comes from the record
Matched template, merge fields the case already holds.
Leadership reports from live files
Tables and pivots by type, status, employer, agreement, assignee, dates. The number still opens the case. Cases are private by default. This page is not the H&S need and not a slogan-only enforcement story.
Intake that keeps the 5 Ws
The steward has the conversation. If intake is a generic ticket, the remedy and the witnesses disappear.
Start intake on the type that fits — grievance, discipline, or the local’s own type.
Pull the member, employer, and worksite from People.
Record incident date, the 5 Ws, and the requested remedy in notes.
Assign the steward and leave a next action visible to the Chief Steward.
Intake
New case intake
Multi-step flow for any case type and any people type.1Type2People3Incident4Assignment5Review
Case type
Select the workflow that fits the issue.
GrievanceContract interpretation and workplace disputes
ArbitrationEscalated matters requiring adjudication
DisciplineDisciplinary actions and member representation
WSIBWorkplace injury and benefits claims
How the software handles it
Procedure date on the case
The template writes the next due date on the file.
- Apply the template.
- Set the anchor date.
- See due and overdue.
- Keep both worksites on that clock.
Article on the case
Agreements supplies the clause. The case stores the citation.
- Search the agreement.
- Open the clause.
- Attach it.
- The next representative opens the same article.
Letter from the case
Member, employer, and article on the file fill the letter.
- Open the case.
- Use those fields.
- Produce the letter.
- Keep the copy on the file.
Open and overdue from cases
Advanced Reports counts Grievances & Cases. A row opens the file.
- Build the view.
- Keep assignees on the rows.
- Open a challenged case.
- Do not keep a shadow count.
Relevant products
Grievances & Cases
the protected record from intake through resolution.
People
member, worksite, steward assignment.
Agreements
searchable articles cited into the file.
Advanced Reports
workload, deadlines, outcomes.
Communications
authorized updates, not the case notes.
Bargaining
workplace issues that should inform the next round.
Education & LMS
steward training that makes the fact sheet better.
Operationally ready
Every file has a member, an article, a deadline, and a next step. Enforcement is the record — not a pile of forms and a rumour about what is late.
Get StartedQuestions they actually ask
Where do the 5 Ws live?
On the case, with the member from People and the article from Agreements.
How does the next due date get on the file?
Apply a procedure template. The date calculates from the anchor you set.
How does the letter avoid re-keying?
It uses the member, employer, and article already on the case.
How does the board number open a file?
Advanced Reports counts from Grievances & Cases. A challenged row opens that case.
Who can open a discipline file?
Assigned representative, assigned team, or elevated permission. Cases are private by default.