Grievance Tracking Requirements Worksheet
Map the grievance records, deadlines, files, permissions, and reports your reps need before comparing tools.
Grievance tracking works best when the tool matches the way reps and staff handle cases.
Use this worksheet to document intake, deadlines, evidence, assignments, permissions, outcomes, and reporting before a demo.
Grievance requirements
| Area | What to confirm |
|---|---|
| Intake | What information is captured at first contact, and who can create a case? |
| Member context | What member profile details, employer data, classifications, and notes should be visible? |
| Deadlines | What contract timelines, reminders, escalation dates, and missed-deadline warnings are required? |
| Evidence and files | What documents, photos, statements, forms, emails, and notes need to stay with the case? |
| Assignments | Who owns the case, who reviews it, and how are handoffs tracked? |
| Permissions | Which users can see sensitive case details, notes, outcomes, and documents? |
| Outcomes | How are settlements, withdrawals, wins, losses, and next steps recorded? |
| Reporting | What reports do reps, officers, committees, and staff need? |
Demo test script
Use it before the demo
- Create a new grievance from intake through assignment.
- Add deadlines, evidence, files, notes, and member context.
- Change case status and show who can see sensitive information.
- Record an outcome and generate a report by employer, issue, rep, and status.
- Show how the case connects to member records, files, communication, and officer visibility.
Where Union Impact fits
Connected Union Impact paths
- Grievance Tracking Tool – Review Union Impact grievance workflows.
- Union Grievance Management Demo – Preview grievance tracking workflows.
- How to Track Union Grievances Digitally – Read the companion grievance guide.
- Union Buyer Tools – Checklists, worksheets, and planning tools for union technology decisions.
- Union Impact Software Modules – Member records, dues, dispatch, grievances, files, reporting, and communication.
- Website Design and Hosting – Union website planning, launch support, hosting, forms, and ongoing updates.
- Schedule a Demo – Bring your checklist, worksheet, or current vendor questions to a focused demo.
Keep the worksheet tied to real work
Use current workflows
The strongest answers come from the forms, spreadsheets, reports, files, and member requests your team handles today.
Bring real examples to the demo so the review stays grounded in daily union operations.
Route the request clearly
Choose software demo, website project, migration or replacement, managed IT support, competitor alternative, or not sure yet in the form.
That helps Union Impact route the request to the right review path after submission.
Grievance Tracking Requirements Worksheet for practical union planning.
Built for staff, officers, and decision makers
Turn planning notes into a focused Union Impact review
What your team should leave with
Clearer requirements
A useful tool should help your team list current workflows, missing information, ownership questions, and next actions.
That gives officers and staff a cleaner way to compare vendors, scope a project, or prepare for migration.
- Current workflow and pain points.
- Required forms, reports, files, and access rules.
- Launch, migration, or support questions.
- Recommended next step for a focused demo or review.
Better vendor conversations
The goal is not to make the checklist complicated. The goal is to make the sales call more useful.
If your union can explain what has to work on day one, the demo can focus on fit instead of generic features.
Grievance Tracking Requirements Worksheet Building Blocks
Intake
Defines what gets captured at the start.
Deadlines
Keeps contract timelines and reminders in view.
Files
Connects evidence and documents to the case.
Permissions
Protects sensitive grievance information.
Outcomes
Tracks resolution and next steps.
Reports
Gives staff and leaders useful visibility.
After you submit
Request routing
Your request is routed by the request type selected in the form: software demo, website project, migration or replacement, managed IT support, competitor alternative, or not sure yet.
Add short notes about your current system, current website, pain points, timeline, and the decision you need to make.
Focused follow-up
Union Impact can use the worksheet details to focus the next conversation around the right modules, website scope, migration path, support needs, or competitor comparison.
Do not paste passwords into the form. Secure access sharing should happen through a separate follow-up path.
What to watch for
Decision support
A grievance tool should protect sensitive details while still giving staff and leaders the visibility they need.
If a vendor cannot show deadlines, permissions, files, assignments, and reports in one workflow, keep asking questions.
Next step
Use the form on this page to send the request type that fits best. If you are not sure, choose not sure yet and describe the workflow you want to improve.
The most useful submissions include current tools, current pain points, required forms or reports, and the decision your team needs to make.
Related next steps
- Grievance Tracking Tool – Review Union Impact grievance workflows.
- Union Grievance Management Demo – Preview grievance tracking workflows.
- How to Track Union Grievances Digitally – Read the companion grievance guide.
- Union Buyer Tools – Checklists, worksheets, and planning tools for union technology decisions.
- Union Impact Software Modules – Member records, dues, dispatch, grievances, files, reporting, and communication.
- Website Design and Hosting – Union website planning, launch support, hosting, forms, and ongoing updates.
- Schedule a Demo – Bring your checklist, worksheet, or current vendor questions to a focused demo.