Generating Disclosure Documents

The process to generate relevant/non-relevant disclosure  documents to Crown for Professional Standards Staff is designed to be quick and easy.

In the Misconduct Records section, click Documents and click the McNeil record to be reviewed. The status will be "Record Found" meaning an SROD was found for an Officer that is associated with this police file. This status is automated and will trigger upon the initial data entry done by Court Liaison Staff. 

For quick access and review you can open the Documents section directly from the record when reviewing.

File Review

The entire file review process for Professional Standards Staff is done on this screen. The reviewing Officer can perform multiple functions from here.

1. See all Officers associated to this Police/McNeil file. The Officer under review is identified with a green icon
   
2. The View McNeil Record button opens the original McNeil file for review
   
3. Open RMS button - links to your agency's RMS and opens in another tab to review the Police File (not all Records Management Systems support this feature)
   
4. Open CaseIQ button - links to your agency's PSS Case Management system and opens in another tab to review the PSS File (not all Case Management Systems support this feature)
5. Misconduct Status button - sets the Relevant/Non-relevant status for this review, see details below
   
6. Upload button - upload related documents if required for disclosure
   
7. Create Document button - auto-generation of disclosure documents to Crown, see details below

Misconduct Status

To complete the review process click the Misconduct Status button, based on the Section of Relevant or Non-Relevant the Document screen will open with the appropriate disclosure letter template pre-filled. 

Create Documents

Swift McNeil can auto-generate documents based on your templates and standards. Each document will pre-fill data, but can be edited and customized prior to saving if needed. All letter formats include pre-set logos, your standardized formats and signature inserts.

Once saved, all documents associated to this record are available to be reviewed, edited or downloaded.

• Related Articles

• Navigating a Misconduct Record

  Misconduct Records consolidate all information related to an individual. This can be accessed by authorized staff by going to Admin (top menu), Misconduct Records (left menu) and selecting the person. There are four primary sections: Officer ...

• Adding a Service Record of Discipline (SROD)

  To add a new Service Record of Discipline, click the Admin link on the top menu. This will open the Misconduct Records screen, click the Add Misconduct button. A search box will open to allow you to search form the database of Members or staff. You ...

• Statuses and Categories

  Statuses and Categories are configurable by each Agency. The default values are below. Status Status Name Status Icon Status State New Open The record is in-progress. No witness officers have been added to the record yet. Disclosed - No Record Closed ...

• Disclosing a Record

  When staff members are are added to a record, the list of members with Active Misconduct Records (AMR) is checked. If no AMRs are present for the members on the record the status of that record will be auto-updated to Disclosed No Record. The record ...

• Creating a new McNeil Record

  A McNeil record for disclosure can be generated in seconds. From the Home screen, click Create McNeil from either the button or in the header. Enter the required fields: General Occurrence # (Police File) Accused Name Accused Date of Birth All data ...