Issue Grievance Tracker

module: issue-grievance-tracker
intent: null            # setup | advice | review | fix | build | convert | export
scale: null             # Starter | Growth | Scale, only if the answer changes it
areas:
  "Type": null
  "Process": null
  "Privacy": null
  "Current process": null
  "Outcome": null
requested_outputs: []   # csv | sql | json | notion | xlsx - requested formats only
confirmed_facts: []     # only what the user actually said
open_questions: []      # the unanswered ones, in the order worth asking

Issue Title,Issue Type,Raised By,Anonymous,Against (Person or Team),Department,Date Raised,Related Policy,Severity,Description,Assigned To,Investigation Notes,Action Taken,Linked Disciplinary Case,Resolution Date,Days Open,Confidential,Status,Issue ID
Client escalation after missed milestone,Conduct,Ananya Rao,FALSE,Vikram Singh,Delivery,2026-01-15,Code of Conduct,Medium,"Repeated late status updates to the client after a missed milestone, raised by the account team.",Aarav Sharma,Witness statements collected. Meeting held with both parties.,Written warning issued and a one-to-one scheduled for next week.,PIP-2026-004,2026-01-19,4,Internal,Resolved,

CREATE TABLE issue_grievance_tracker (
  issue_title VARCHAR(255),
  issue_type VARCHAR(100) NOT NULL,
  raised_by VARCHAR(255),
  anonymous BOOLEAN NOT NULL,
  against_person_or_team VARCHAR(255),
  department VARCHAR(255),
  date_raised DATE NOT NULL,
  related_policy VARCHAR(255),
  severity VARCHAR(100) NOT NULL,
  description TEXT,
  assigned_to VARCHAR(255),
  investigation_notes TEXT,
  action_taken VARCHAR(255),
  linked_disciplinary_case VARCHAR(255),  -- relation -> target record
  resolution_date DATE,
  days_open NUMERIC NOT NULL,
  confidential VARCHAR(100) NOT NULL,
  status VARCHAR(100) NOT NULL,
  issue_id SERIAL PRIMARY KEY,
  created_at TIMESTAMP DEFAULT NOW(),
  updated_at TIMESTAMP DEFAULT NOW()
);

CREATE INDEX idx_issue_grievance_tracker_status ON issue_grievance_tracker (status);

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "title": "Issue & Grievance Tracker",
  "type": "object",
  "additionalProperties": false,
  "properties": {
    "Issue Title": {
      "type": "string"
    },
    "Issue Type": {
      "type": "string"
    },
    "Raised By": {
      "type": "string"
    },
    "Anonymous": {
      "type": "boolean"
    },
    "Against (Person or Team)": {
      "type": "string"
    },
    "Department": {
      "type": "string"
    },
    "Date Raised": {
      "type": "string",
      "format": "date"
    },
    "Related Policy": {
      "type": "string"
    },
    "Severity": {
      "type": "string"
    },
    "Description": {
      "type": "string"
    },
    "Assigned To": {
      "type": "string"
    },
    "Investigation Notes": {
      "type": "string"
    },
    "Action Taken": {
      "type": "string"
    },
    "Linked Disciplinary Case": {
      "type": "string"
    },
    "Resolution Date": {
      "type": "string",
      "format": "date"
    },
    "Days Open": {
      "type": "number"
    },
    "Confidential": {
      "type": "string"
    },
    "Status": {
      "type": "string"
    },
    "Issue ID": {
      "type": "integer"
    }
  },
  "required": [
    "Issue Type",
    "Date Raised",
    "Severity",
    "Days Open",
    "Confidential",
    "Status"
  ]
}

| CSV column | Notion property | Set after import |
|---|---|---|
| Issue Title | Title | Use as the database title |
| Issue Type | Select (add options after import) | Convert to Select, add options: "Conduct", "Harassment", "Discrimination", "Safety", "Pay", "Workplace", "Other" |
| Raised By | Text | Leave as Text |
| Anonymous | Checkbox | Convert to Checkbox |
| Against (Person or Team) | Text | Leave as Text |
| Department | Text | Leave as Text |
| Date Raised | Date | Convert to Date |
| Related Policy | Text | Leave as Text |
| Severity | Select (add options after import) | Convert to Select, add options: "Low", "Medium", "High", "Critical" |
| Description | Text | Leave as Text |
| Assigned To | Text | Leave as Text |
| Investigation Notes | Text | Leave as Text |
| Action Taken | Text | Leave as Text |
| Linked Disciplinary Case | Relation (link to the target database) | Convert to Relation, link to the target database |
| Resolution Date | Date | Convert to Date |
| Days Open | Number | Convert to Number |
| Confidential | Select (add options after import) | Convert to Select, add options: "Public", "Internal", "Restricted", "Highly Restricted" |
| Status | Select (add options after import) | Convert to Select, add options: "Logged", "Under Review", "Investigating", "Resolved", "Escalated", "Closed" |
| Issue ID | Text (preserve source ID) | Keep imported IDs as Text; optionally add a separate Unique ID property |