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Implementing Disciplinary Action on OSC

Received Response
edited Jan 12, 2018 5:56AM in General Functional Discussions 1 comment


I believe some of experts here, have implemented Disciplinary Action (DA) system for organizations. I need guidance about DA implementation in OSV. That is,

  • What flow it should have
  • What statuses I should maintained
  • What sort of customization would require in this
  • Effort and timeline 

Client asked to proposed them the flow and statuses etc. For statuses I thought below so far:

  • Opened
  • Under Investigation
  • SC Sent
  • Awaiting SC Response
  • Awaiting for Decision
  • Closed

SC --> Show Case notice

I identified around 20-25 fields which I would create. Is it recommend to create that much custom fields on Incident object? And for the flow, currently I am not certain about. Please provide your guidance on this.

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