Union workflow
Grievance intake that sounds like a union form.
Give members a simple phone path to report the facts a steward or representative needs for initial review.
What to capture
Ask what your reps actually need.
Grievance procedures vary by collective agreement and jurisdiction. The workflow should collect the facts your union uses without deciding whether the matter is grievable or calculating a filing deadline.
Member & callback info
Name, preferred contact method and the best way for the union to reach the member.
Local, unit & worksite
Local, bargaining unit, employer, location, department, classification or shift—whatever your structure uses.
What happened
A clear description of the event, management action, issue or workplace problem.
Key dates
When it happened, when the member learned about it, and other dates your rep may need to check against the grievance procedure.
CBA article / clause
If the member or steward knows the collective agreement article, capture it; if not, leave it for union review.
Requested remedy / follow-up
What the member is asking the union to look at and whether a steward or rep needs to call back quickly.
Your process stays in charge. Union Call Forms collects and routes information. Your local decides how the information is reviewed, represented, filed, escalated or stored.