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Investigation Checklist
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| Nothing substitutes for a thorough and proper investigation of the facts. This checklist will assist you in completing a good grievance investigation. |
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Interview grievant. Listen carefully to his/her story. |
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Have grievant write his/her rebuttal to discipline (if appropriate.) |
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Interview grievant's co-workers. |
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Interview witnesses and management. Get the 6 W's. Get a written, signed statement from witnesses. |
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Keep written records of all interviews. |
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Request copy of personnel file (if disciplinary grievance). |
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Request any other management records needed (personnel policies, payroll records, seniority list, attendance records, etc.) |
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Determine if the problem affects others in the workplace. |
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Determine if filing a grievance is the best strategy for solving the problem. |
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Check previous grievance settlements for precedents. |
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Check the experience of other stewards in similar cases. |
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Seek advice, if needed, from Business Agent |
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Review the case with the grievant. |
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Anticipate and prepare for management's arguments. |
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Outline your presentation in writing, |
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Inform other workers about the issue and organize support activities for the grievance, if appropriate or if it's a group grievance. |