Cases started
By case type · last 12 monthsPriority cases — my watchlist
Set parameters for cases you want to watch while in progress. Only in-progress cases are shown.
| Case | Employee | Case type | Offence / Category | Risk | Current step | Due by | |
|---|---|---|---|---|---|---|---|
| Set up your watchlist to start tracking cases. | |||||||
New Case Initiation
Click to attach or drag & drop
PDF, DOCX, JPG, PNG
| Case # | Linked case | Employee | Case type | Offence/Category | Risk | Current Step | Due by | Status | Opened | |
|---|---|---|---|---|---|---|---|---|---|---|
| No open cases assigned to you. | ||||||||||
Case View
| Case # | Linked case | Employee | Case type | Offence/Category | Procedure | Status | Outcome | Risk | Opened | |
|---|---|---|---|---|---|---|---|---|---|---|
| No cases found. | ||||||||||
| Report No. | Received | Type | Nature | Regarding | Status | |
|---|---|---|---|---|---|---|
| No whistleblowing cases. | ||||||
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Tip-off Details
Plan & Resolution
ER-0001
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Case Summary
Completed Step Summaries
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Active—
Case Assistant
Case Summary
AI Activity
Employee Details
Offence Details
Sanction Progression
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Prior Active Sanctions
No active sanctions on record.
People Involved
No people added yet.
Meetings
No meetings scheduled.
Documents
No documents attached.
Employee Resignation
Risk Score
Timeline
No events yet.
Case Override
Search for a case to abort, reallocate, send back a step, correct or delete it.
Bulk reallocation
Move all of one user's active cases to another user in one step. Each transferred case appears in the receiving user's My Cases and alerts; they get one summary email.
Case import — coming soon.
Deleted Cases Log
Deleted Employees Log
Archived Cases
Cases older than this rule are moved here automatically each day and no longer appear anywhere else in the app. Removing a case here deletes it permanently from the system and from the employee record (the employee is not deleted).
Case number sequence
Every case number in the shared running sequence (Disciplinary, Grievance, Incapacity, Whistleblowing, Restructuring) from oldest to newest, with its status. A missing number — one that was issued but has no case anywhere (active, finalised, aborted, archived or deleted) — is flagged so you can spot a lost case. Tribunal uses its own numbering and is listed on its own tab.
AI questions & answers
Every AI question and answer across the AI analysis (Reports) and the in-app AI chat — with who asked, the confidence the AI gave, the independent LLM check, and the user's rating.
Email Notifications
Every notification the system has generated — case handovers, approvals, and meeting invites across all modules. They are logged here and sent once the Outlook account is connected (System Admin → Email Account).
| When | Case/Ref | To | Subject | Kind | Status |
|---|
No employees yet. Import Excel or add manually.
Employee Records
View case history and suspensions per employee.
No employees found.
Policies & External Sources
Reference documents and external links available to all users.
No policies or sources added yet. Add them under Admin → Client Setup → Policies & Sources.
Report
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Reports
Cases Started by Status
No data yet.
Cases Started by Month
No data yet.
Cases Started by Offence
No data yet.
Cases Finalised
No data yet.
Cases Finalised by Month
No data yet.
Suspensions by Month
No data yet.
Cases Finalised by Department
No data yet.
Cases In Progress by Department
No data yet.
Cases Finalised by Procedure
No data yet.
Cases In Progress by Procedure
No data yet.
Cases In Progress by Type
No data yet.
Cases in Appeal by Sanction
No data yet.
Cases in Company Review by Sanction
No data yet.
Repeat Offenders — >1 finalised guilty case
No data yet.
Procedure Non-Compliance — finalised cases
No data yet.
Non-compliance — non-compliant cases (started)
No data yet.
Cases Started by Status
No data yet.
Cases Started by Month
No data yet.
Cases Started by Category
No data yet.
Cases Started by Nature
No data yet.
Outcomes
No data yet.
Substantiated
No data yet.
Outcomes by Month
No data yet.
Cases Finalised by Department
No data yet.
Cases Finalised by Category
No data yet.
Cases Finalised by Nature
No data yet.
Cases In Progress by Department
No data yet.
Cases In Progress by Nature
No data yet.
Cases In Progress by Category
No data yet.
Performance Rating Reviews
Tribunal Reports
Cases Started by Case Type
No data yet.
Cases Started by Dispute Type
No data yet.
Outcome by Case Type
No data yet.
Cases Started by Month
No data yet.
Outcome by Month
No data yet.
Cases In Progress by Case Type
No data yet.
Cases In Progress by Dispute Type
No data yet.
Cases In Progress by Department
No data yet.
Cases In Progress by Tribunal
No data yet.
Cases Finalised by Case Type
No data yet.
Cases Finalised by Dispute Type
No data yet.
Cases Finalised by Department
No data yet.
Cases Finalised by Tribunal
No data yet.
Available to refer / start as another process
No data yet.
Award Amounts Paid by Company by Month
No data yet.
Cases Started by Status
No data yet.
Cases Started by Month
No data yet.
Cases Started by Category
No data yet.
Cases Finalised by Outcomes
No data yet.
Outcomes by Month
No data yet.
Cases In Progress by Category
No data yet.
Cases In Progress by Department
No data yet.
Cases Finalised by Category
No data yet.
Cases Finalised by Department
No data yet.
Cases Finalised by Outcome
No data yet.
Cases Started by Month
No data yet.
Cases Finalised by Month
No data yet.
Employee Information
Incapacity Details
People Involved
Prior Incapacities
No other incapacity cases for this employee.
Documents
No documents attached.
Meetings
No meetings scheduled yet.
Timeline
No events yet.
Client Information
PNG, JPG or SVG. Appears in the top right of the screen.
Menu Colours
Customise the sidebar palette your users see, then click Save Menu Colours below.
Bulletins
Show a scrolling announcement at the top of every user's screen for this client. Each user can click Don't show again to hide it just for themselves; it stops on its own after the chosen end date.
Disciplinary Policy
Upload your own policy document, paste text, or use the built-in standard policy.
— OR UPLOAD YOUR OWN POLICY —
Click to upload or drag & drop
PDF, Word (.docx) and TXT are read automatically
Offence Table
Edit any cell. Amber = not found in policy — enter manually.
| # | Category | Offence / Transgression / Nature | 1st Offence | 2nd Offence | 3rd Offence | 4th+ Offence | |
|---|---|---|---|---|---|---|---|
| No offences loaded yet. Upload a policy above. | |||||||
Standard Sanctions
Amber = validity period not found in policy — enter manually.
| Sanction Name | Informal | Formal | Validity Period | Notes | |
|---|---|---|---|---|---|
| No sanctions loaded yet. | |||||
Dismissal types
Select which dismissal types apply to the Dismissal sanction. At issuance one applicable type is used automatically; several → the user picks. Edit each type's letter under Setup → Forms → Dismissal Letters.
Multiple sanctions per case
When on, a misconduct case with more than one offence found guilty issues a separate sanction for each guilty offence — its own sanction letter, its own approval, and its own line in the employee's record. If one of the sanctions is a dismissal, the employee is dismissed, but the other sanctions are still issued and recorded. When off, a single combined sanction is issued for the case (today's behaviour).
Alternative Outcomes to Dismissal
Formal procedure outcomes. Not suggested from offence table.
| Outcome | Validity | Unit | |
|---|---|---|---|
| No alternative outcomes loaded yet. | |||
Key periods and meetings
Extracted from policy. Blank = not found in policy — enter manually.
Process Names
Customise how the formal and informal processes are labelled throughout the system. Leave blank to use the defaults.
Additional Processes
Beyond Formal and Informal, add your own disciplinary processes (e.g. a quick meeting). Each added process gets its own steps under Setup → Workflow, can be selected against sanctions, and can ignore the common steps.
User Roles & Permissions
Define roles and which menu items each role can access. Users are assigned a role which controls what they can see.
| Role | Dashboard | New Case | My Cases | Case View | Emp View | Policies & Sources | Reports | Admin |
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Users
| Name | Role | Status |
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Login report
Sign-in / sign-out history, grouped by user| User | Type | Logged in | Logged out | Duration |
|---|
Procedure Decision
Choose how a case's procedure (Formal vs Informal) is decided. The system always knows what it would recommend based on policy — this setting decides whether to commit that automatically or to give the user the choice at the end of the assessment.
When User decides is on, if the user picks the alternative procedure to what the system recommended, the Change of Procedure approval (configured below) will fire if it requires one.
The system still determines and shows the procedure, but the user can change it at the end of the assessment. If a Change of Procedure approval is configured, an override goes for approval first.
Start Screen
Choose which fields appear on the New Case start screen and add your own custom fields. Employee and the issue description are always shown.
Process Steps
Build the step sequence for each process and assign who owns each step. Add steps and choose the item — the case follows these steps in order and the system decides what comes next. Assessment decides the formal/informal procedure, so it runs before procedure-specific steps. Employee-lodged appeals (Employee Zone) route to the manager by default.
Approval Configuration
Configure when approvals are required before a step can proceed. The approver reviews but cannot make changes.
Handover rule applies when the approver role resolves to more than one user. Due by is the number of days allowed, counted from when the approval is first requested.
| Approval Point | Approver Role | Handover rule | Due by (days) | Rules | Triggers |
|---|---|---|---|---|---|
| Suspension Before suspension is confirmed |
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| Sanction Decision Before advancing to Issuing Sanction |
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| Charges Review After charges drafted, before the Drafting Charges step concludes |
By offence
By procedure
Review fires only when both the offence and the procedure are enabled.
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| Change Procedure When a custom-step checklist action would change the case's procedure |
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✓ Workflow saved
Disciplinary Enquiry — Chairperson
Choose how a chairperson is selected when scheduling a disciplinary enquiry.
Days allowed from when the chairperson selection is requested — shown as the Due-by date on the Dashboard and My Cases.
Shown to the initial user when the case returns to them after the chairperson has been chosen.
When on, if the disciplinary enquiry is allocated to the chairperson to complete on the system, all side panels (employee details, offence, risk score, consistency check, charges, etc.) are hidden so the chairperson works with only the proceedings they enter.
When on, the chairperson picker includes an External option where a name and email address can be captured. An external chairperson cannot complete the enquiry on the system — the user always conducts it on the chairperson's behalf, so the "I will proceed / Send to Chairperson" question is skipped automatically.
Custom Steps
Define custom steps you can place in any process. Each can include document generation, document attachment, or a checklist of questions. Add them to a process under Workflow Config → Process Steps.
No custom steps added yet.
Policies & External Sources
Add policy documents or external links that users can reference. Documents are stored in-browser; URLs open in a new tab.
No items added yet.
Claude API key
AIR’s AI features run on an Anthropic (Claude) API key. Click Get a key to open the Anthropic Console — sign in or create an account, then generate a key.
AI
Choose which AI-powered features this client uses. Turning a feature off will switch the app to a non-AI alternative for that area.
Help & Chat
The in-app help & chat widget lets your users get AI help (when AI Help is on), chat to one of your internal experts, or reach erNavigator support.
Internal expert users
Choose which of your users are internal ER experts. When a user picks “Chat to an internal expert”, the chat is routed to one of these people and pops up on their screen.
Guided tour
An in-app walkthrough that introduces new users to AIR. (Coming soon — the tour content is built next.)
Terminology & language
Rename any field to your own wording — it changes everywhere that field shows. Or pick a language to translate every field at once (edit any afterwards). Reset returns to AIR’s English.
| Field (AIR English) | Appears on | Your wording |
|---|
Auto-mark cases sensitive
Automatically mark a case as sensitive when it is started for an employee (or with a case risk level) that matches your rules — so users don't have to mark it manually. Pick a field (position, department, org unit, line manager, or case risk level) and select one or more values; you can add several rules and a case matching any of them is marked sensitive. Only users with sensitive-case access will then see or work on those cases.
Duplicate case check
When on, the system checks before a new case is started. If a case of the same type is already in progress for the same employee, with the same offence (misconduct) or category (grievance / incapacity) and the same start date, the user is warned and asked whether to start another case. If they choose no, the case is not started.
Single Sign-on (SSO)
Let your people sign in with your organisation's Microsoft Entra ID (Azure AD) instead of an AIR password. When this is on and configured, every user and employee record is marked as SSO sign-in.
The web address your people use to reach AIR. Defaults to your client name; editable. A DNS record for this subdomain must point to AIR (typically a wildcard *.ernavigatorair.com CNAME so new clients work automatically).
Add this as a Redirect URI (and the App URI as an Application ID URI) in your Entra ID app registration.
Multi-factor authentication (MFA)
When on, after the password we email the user a 6-digit code that they must enter before they're signed in.
logins (e.g. 5 = a code on every 5th sign-in).
Password change
Require your users to set a new password after this long. When a user's password reaches this age, at their next sign-in they must choose a new password (min 12 characters, with a letter, a number and a special character) before continuing.
Group of employee field
The employee field used to build a group of employees on a case (group grievances and group CCMA/tribunal referrals). The user picks a value from this field to add everyone who shares it, and can also add individuals.
Reminder emails
Master switch for the due-by reminder and escalation emails across all modules. When off, no reminder or escalation emails are triggered. Configure the templates and escalation rules under each module's Emails tab.
Alerts
When on, each user sees a 🔔 bell next to the logo with an alerts card listing cases handed to them (including approvals and chairperson selection), steps due today or overdue, and upcoming incapacity reviews. Clicking an alert opens the case; it clears once the step is completed.
Notice period day counting
Choose how notice periods (for example the disciplinary enquiry notice or appeal hearing notice) are counted when the system calculates the earliest allowable meeting date.
Hours and months are always treated as calendar values. Weeks follow the same rule — calendar weeks count 7 days each, working weeks count 5 days each.
When on, public holidays are skipped (as well as weekends in working-days mode) when calculating notice-period dates.
Hide cases where my manager is the employee
When on, a user can never start or see a case where the employee is their own manager. The manager will not appear in the New Case employee picker, and any existing case for that employee is hidden across My Cases, Case View, Employee View, dashboard counts and reports for that user. System administrators are never restricted.
"Assign to me" on handoff dialog
Controls whether the Assign to me button appears alongside the role-based assignment options when a step is handed off. When off, the user must pick one of the configured role candidates. As a safety net, if no candidates are found at all, the Assign to me option always appears regardless of this setting so the case is never stuck.
Microsoft Teams link on meeting invites
When on, every meeting-invite screen across all modules (disciplinary enquiry, grievance, tribunal, restructuring, appeal and incapacity) shows an Include a Microsoft Teams link option. The user ticks it per meeting to add a Teams/video link to the calendar invite. When off, the option is hidden everywhere.
User case emails (Send an email)
When on, every case (disciplinary, grievance, incapacity and tribunal) shows a Send Email button. The user can email people involved in the case and other users they may access, attach case documents, and the case number, type, step and status are added to the top of every email. Sent emails are logged on the case (and shown as a side panel in read-only views). When off, the button is hidden everywhere.
Digital signature
When on, every notice and sanction form offers an Include my digital signature option as it is generated. When ticked, the issuing user's name is rendered as a cursive signature in the Issued by position on the form. When off, forms show the issuer's typed name only.
Form Header & Logo
Applies to every printed/emailed form across all modules — disciplinary, conflicts, tribunal and restructuring (notices, letters, charges, enquiry records). Save the client logo under Client Info; this is the toggle to include it.
Add company address, reference numbers, registration number, or any other letterhead text. Plain text — line breaks are preserved.
Employee Zone
A self-service space for employees. When on, an Employee Zone item appears in the menu for users, and any employee who is not a system user is taken straight to the Employee Zone when they sign in. Give those employees a sign-in password on their employee record.
Training
Shows a 🎓 Train me button in the top bar. Training mode lets users practise on sample data (nothing is saved) with guided, step-by-step lessons.