Better Tools, Better Outcomes

Swift McNeil Workflow

Editing or Updating a Disclosure Record

To update or edit an existing record, click the record to open and click the Edit (Admin) button. Depending on your permission level you may not have this option. New Records have a default Category of McNeil Disclosure. To edit a record to be re-set to Crown, select: - Supplemental - to resubmit with changes or updates - Resubmission - to resubmit with no changes from the original To remove Members from this record, click the Remove button. Click Save to finish.

Navigating Swift McNeil

The main screen of Swift McNeil aligns to the McNeil process: 1. Discipline Records - maintain Disciplinary Records/ Service Records Of Discipline (SRODs) 2. Initial Disclosure - completed for each Report to Crown Council (RTCC) 3. Secondary Disclosure - McNeil records escalated to Professional Standards for Review 4. Reports - basic system reporting 5. Settings - system configuration settings NOTE: options displayed are dependent of the User's role and permission. From this screen you can also search McNeil (Initial Disclosure) records or sort the list by Status or Category.

Categories & Statuses

Statuses and Categories are configurable by each Agency. The default values are below. ​ Categories Categories describe the type of record. - McNeil Disclosure - Disclosure record to Crown. - Supplemental - Redisclosure of an existing record with changes. - Resubmission - Redisclosure of an existing record without changes. Statuses Status describe the stage in the process a record is in. - New - A new record, no action taken - Disclosed No Record - A "simple disclosure", no Members on this file have disciplinary misconducts. The record is disclosed to Crown. - Record Found - Member(s) on this file have disciplinary misconducts. The record required Professional Standards (PS) review. An notification email is sent to PS staff. - Under PS Review - Used if the Professional Standards review is in-progress. - Disclosed to Provincial Crown - Secondary Disclosure by PS, completing the process. - Disclosed to Federal Crown - Secondary Disclosure by PS, completing the process.

Creating an Initial Disclosure

A new Initial Disclosure record is entered for each Request to Crown Council (RTCC). To enter a new record click the Create McNeil button. Manual data entry is limited to 4 fields, all other fields are defaulted (but can be changed if required) 1. General Occurrence # (from the RMS) 2. Accused Name (If there is more than one accused, enter the primary accused name and "et al" 3. Accused Date of Birth 4. Search Assign Staff Member To search the list Members, simply start typing their name or PIN. Click the Add button to associate them to this record. Note: the Lookup button can import data directly from the RMS. Please contact us for more information.

User Accounts

User accounts can be synchronized from a variety of data sources. All user accounts are shown under App Settings...Accounts. Account Roles User Accounts are places in the following roles. These roles determine the permission levels each user has to the system. Member - Court - PSS - PSS Admin - Admin -