Adding evidence to an Employee Relations case in legacy UI
Create evidence records to attach to an Employee Relations case to help with investigations.
Before you begin
Role required: sn_hr_er.case_writer
Procedure
Navigate to All > Employee Relations > Cases.
Select a case.
Scroll down to the Evidence tab in the related list.
Select New.
Fill in the form.
| Field | Description | |
|---|---|---|
| Number | The number that identifies the evidence record. This is automatically generated by the application. | |
| Name | The name that describes the evidence. | |
| Evidence type | The evidence type associated with the evidence. The base system provides the following: - Audio - Chat logs - Email - Photos - Screenshots - SMS - Video For more information, see Create evidence types. | |
| Created by | Name of the user that created the evidence record. | |
| Submitted by involved party | Name of the person who submitted the evidence.Select the Lookup using list icon Image omitted: magnifying-glass.png Lookup using list icon and search for the person that submitted the evidence.</p> If no names appear, you can select New and create an involved party. For more information, see Create an involved parties record. | |
| Involved parties | Any person involved with the evidence provided in the ER case.Select the Unlock involved parties icon ( Image omitted: icon-hr-unlock-add-parties.png Unlock involved parties icon) and search for people you want to include as involved parties.</p> If no names appear, you can select New and create an involved party. For more information, see Create an involved parties record. | |
| Table | The table evidence is associated with. The default is the Employee Relations Case \[sn\_hr\_er\_case\] table, but you can associate evidence to any table. | |
| Parent | The parent case the evidence is related to.To associate a parent case, select the Lookup documents using list icon Image omitted: magnifying-glass.png Lookup documents using list icon and select the table associated with the parent case. The default is the Employee Relations Case [sn_hr_er_case] table.</p> Select the table and the associated case that is the parent case. Note: If you have a parent case and evidence is added to it, this field is pre-populated. | |
| Evidence source type | Indicates if the evidence is an attachment or a URL.Select one. If the evidence is an attachment, attach the file using the Manage Attachments icon \( Image omitted: attach-icon.png If the evidence is a URL, enter the URL in the URL source field.Manage attachments icon\) at the top, right of the form. | |
| URL source | Select the Edit this URL icon ( Image omitted: icon-hr-unlock-add-parties.png InterviewEdit this URL icon) and enter the URL.This field displays only when you select <strong>URL</strong> from the Evidence source type field.</td></tr><tr><td> | The associated interview number. If you came from the interview record, the number automatically displays. For more information, see Interview Management for Employee Relations. |
| Description | Description of the evidence. |
- Select Submit.