Workplace Investigation and Case Management Platform

Purpose Provide a centralized system to guide supervisors through the employee and student disciplinary process, and investigations of community member misconduct on school property, ensuring consistency, compliance, and efficiency. Core Requirements Structured workflows for investigations and corrective actions. Customizable templates for interviews, inquiries, and discipline, aligned with bargaining unit agreements and governing board policies. Secure, searchable repository of all cases with role-based access controls. Integration with Tyler Technologies School ERP Pro HRIS and Azure AD and Synergy single sign-on. Supervisor dashboards to track open cases, deadlines, and progress. Reporting and analytics to identify trends across sites, classifications, violation types, and time periods. Ensure all processes and documentation is in alignment with District policies, Employee Agreements, and State or Federal guidelines. Preferred Features AI-assisted guidance for documentation, policy references, and workflow selection. Ability to link related cases and maintain full audit trails. Secure collaboration tools for HR, Legal, EEO/Employee Relations, and School Safety. Migration of existing disciplinary records and logs. Optional electronic delivery and signature of documents. Accessible on both desktop and mobile devices. Implementation & Support Vendor-led implementation tailored to District processes. Supervisor and administrator training (manuals, webinars, live support). Ongoing technical support and maintenance.