Case type: Probation

Define a new case type, "Probation"

Define roles as:

• HR Manager (the default role)
• Line Manager

Define activity types for the case:

• Open Case
• Attach Objectives Document
• Attach Appraisal Document
• Attach Probation Notification

Define default timeline for case:

• Attach Objectives Document (+7 days) [assigned to Line Manager]
• Attach Appraisal Document (+3 months or +90 days) [assigned to Line Manager]
• Attach Appraisal Document (+6 months or +180 days) [assigned to Line Manager]
• Attach Probation Notification (+6 months and 7 days, or +187 days) [assigned to HR Manager]

Define scheduled reminders:

• For activity types "Attach Objects Document" and "Attach Appraisal Document", send weekly/recurring reminders beginning 2 weeks before activity_date_time. The reminders should go to the client and the assignee
• For activity type "Attach Probation Notification", send daily reminders beginning on activity_date_time. The reminders should go to the assignee.

FIXME:

• Not sure how assigning to the Line Manager works. For now, Jane will be doing a lot of the work, so may be OK to assign to HR Manager instead.

SEE ALSO: attachment in parent issue (HR-3)