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Adding a new complaint
Who is this article for?
Administrators who want to learn how to add a new complaint.
Administrator permissions are required to follow some of these steps.
Video: Add New Complaint
1. Adding a new complaint
First navigate to the Incident module to see a list of issue types.
Select Complaint as shown below.
1.1. Fill in the complaint form with all the required details
This will open a new complaint form with the fields shown below. Fill in the fields required and submit once ready. For a full list of the fields and descriptions of each field see the table below.
2. Definitions of complaint fields
| Received By | Select the name of the person who received the complaint. |
| Complaint Significance |
Select the significance of the complaint For example: low, medium, high |
| Complaint Source | Select the source of the complaint, for example: client, customer, internal |
| Time Reported | Use the time selector tool or enter the time the complaint was made. |
| Complaint Receive Type | Select how the complaint was received, for example: email, phone, verbal. |
| Brief Summary | Enter a summary of the complaint. Full details can be entered in the log of complaints. |
| Client Name | Enter the client's name. |
| Complainant Name | Enter the complainant's name. |
| Address Details | Enter the complainant's address. |
| Contact Details | Enter the complainants contact details (up to 2 sources). |
| Log of Complaints |
Used to track any notes relating to the complaint: 1 Click Add. 2 Use the date selector tool or enter the date the Log was entered (defaults to date entered). 3 Enter the file note. 4 Click Save and New to add another note or Save to return. |