Step by step guide

Member wants to come and see you with a problem

Go to "Handling personal Cases - a basic guide"

Initial Meeting with member 

See "Meeting the member"
Also see:
  PC1 form - guidance on completion
  Interviewing members checklist
  Problem - information - plan checklist

Determining next steps

See "Where next "
Also see: Getting help, advice and support

Managing expectations

See "Managing members expectations"
See also: "what PCS offer"

Meeting with management

See "Meetings with management"

Think about legal issues and time limits

See "Identifying cases with legal aspects and trigger dates"

Organise your case files

See "Effective document management"

Settle the case

See "Seek an acceptable resolution"

Reporting successes

See "Reporting successes and impacts on bargaining and organising agendas"