Guides

How-to guides for everyday work in Solidaire, organized by area. Each guide explains the steps and what happens behind the scenes.

• Managing cases - create, investigate, resolve, archive.
• Managing members - create, import, archive.
• Delegates - accounts, roles, revoking access.
• Working with documents - upload, virus scan, extraction, search.
• Notes, calendar and tasks - daily coordination.
• Search and AI assistant - find anything, draft with citations.
• Knowledge and library - publish, adopt, read workbooks.
• Communications - campaigns and mailings.
• Workspaces and archives - committees, transfers, retention.
• Confidentiality incidents (Law 25) - union register, admin only.
• Administration - settings, variables, account and legal.
• Filing and tracking a grievance - facts, deadlines, procedure.
• Preparing bargaining demands - survey, prioritize, mandate.
• Law 25: what your union must do - privacy officer, register, notification.
• Union certification - majority support, Tribunal, vote.
• Reading your collective agreement - the articles to know first.
• Organizing a mobilization - goal, turnout, debrief.
• Running a general assembly - quorum, motions, minutes.
• Health and safety rights - refusal, prevention, CNESST.