Structure intake workflows

Steward intake template

A log for member concerns from first contact to outcome, with the five Ws, the filing deadline and a status for each file.

French version:

Preview

First rows of the worked example. Every name and detail is fictional. Scroll the table sideways to see every column.

Date Opened	Member Name	Department/Shift	Issue Summary	Who	What	Where	When	Why (CA Article)	Remedy Wanted	Witnesses	Documents Collected	Filing Deadline	Steward Assigned	Status	Next Step Due
2026-03-02	Sam K.	Student Services, days	Denied a posted overtime shift	Sam K.; R. Pell, supervisor	Shift given to a junior employee without offering it by seniority	Front counter	2026-02-27 15:30	Overtime article	Pay for the missed shift; fair rotation	Priya N.	Overtime list, email from supervisor	2026-03-19	Jordan M.	Informal talk	2026-03-06
2026-03-04	Pat G.	Facilities, evenings	Working alone with no check-in	Pat G.; evening lead	No check-in procedure followed since January	North building	Ongoing	Health and safety article	Written working-alone procedure	Devon A.	Shift logs for four weeks		Robin T.	Investigating	2026-03-10
2026-02-18	Casey L.	Student Services, days	Probation review meeting called	Casey L.; manager	Meeting notice with one day's warning	Manager's office	2026-02-19 10:00	Representation article	Steward present at the meeting		Meeting notice		Jordan M.	Resolved

Excel workbook with a ready-to-fill sheet, a worked example and a How to use sheet
Dropdowns and colour cues on the columns that have fixed choices
Plain CSV with the same columns, for any spreadsheet program
English and French versions

Source: UnionOps Comms template.