Accommodation management / interactive process

Workplace support cases

Coordinate the discussion, options, implementation and follow-up with a clear case history.

16 ACTIVE CASES＋ Start a request

Requests in progress

Across 4 case owners

Discussion due

Next 7 days

Trial / follow-up

Check effectiveness

Waiting on input

Employee or manager

Interactive process · AS-2034

Taylor Kim · Owner: Alex Bennett · Opened Oct 20

STEP 3 · EXPLORE

✓Recognize✓Gather3Explore4Discuss5Implement6Follow up

Work context · minimum necessary

Role / work group

Discussion scheduled

Work-related barrier or task impact

Options to discuss - not a decision

Adjusted start / end timeDiscuss coverage needs and preferred schedule

OPTION

Quiet work block or workspace changeDiscuss feasibility with employee and manager

TO DISCUSS

Temporary task sequencingReview essential tasks and alternatives

OPTION

Keep the record focused: document the request, work impact, options discussed, follow-up and decision rationale. Store medical information separately with restricted access.

Process checklist

Human-led milestones and ownership

1 UPCOMING

Recognize the requestLog request and acknowledge receipt

Done

Gather work-related informationClarify barrier and relevant job tasks

Done

Explore possible optionsConsider employee input and role context

In progress

Discuss and decideAuthorized reviewer records outcome

Upcoming

Implement agreed changeCoordinate with employee and manager

Upcoming

Check in and monitorRecord whether the adjustment is working

Upcoming

Discussion notes

Visible to assigned case team

RESTRICTED

Case note

No data is saved

Case history

Example milestones

Open case

✓

Request received through employee portal

Oct 20 · AS-2034

✉

Acknowledgement sent; discussion options shared

Oct 21 · Template reviewed by case owner

◷

Interactive discussion scheduled

Oct 29 · Employee and manager invited

Alternative paths and handoffs

The conversation can loop as circumstances evolve.

Case study →

Need more informationSet owner, reason and response date.

Option needs testingSet trial period and follow-up owner.

Option is not workableReturn to discussion; do not silently close.

Work circumstances changeReopen review and record changed plan.

Plan is effectiveConfirm, monitor and close with summary.