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.

Background

• ~7,800 employees across 150 sites.
• 200 supervisors managing 800+ investigations annually.
• Six bargaining units, and governing board policies, each with unique processes.
• Mandatory reporting requirements based on State Board of Education, Arizona Revised Statute, and Federal guidelines.
• Current tools: Jira (intake), Teams (collaboration), SharePoint (resources), Azure AD (SSO), Tyler ERP Pro (HRIS), Synergy (SIS).