The Complaints Module in the Risk & Compliance System allows for the outcome of a complaint investigation to be recorded.
NOTE: For guidance on the previous stages of logging a complaint, please refer to Log a Complaint, Assign a Complaint Acknowledgement Task, Complete Complaint Acknowledgement Task & Assign Investigation Task.
Once the complaint has been investigated by the User or Group allocated to do so, they will need to action the task in the system so the findings can be added to the record.
From the Home Page Task List, click View.
This will then open the record the task relates to.
From the Task List, click View again.
The system will open a new pop-up window titled Complaint Investigation Task: Investigation Details.
Enter the outcome of the investigation in the free text box.
Select the date that the Investigation Letter was sent.
The Complaint Check Task allows the recording and actioning of any client response to the communicated investigation details and outcome.
If you do wish to schedule this task, select the User or Group who will be assigned the Schedule Complaint Check task from the drop-down menu.
Choose the date the Check is due by.
Once all of these details have been entered, click Create Task.
The task will now appear in the Task List for the User or Group chosen.
For the next step in the Complaints process, please refer to article Complete Complaint Check Task.
Should you have any questions or need any support please contact the team at email@example.com or telephone 01829 731 200.