The Complaints Module in the Risk & Compliance System allows the firm to assign the task of investigating a complaint to a User or Group in the system.
With the Complaint Acknowledgement Task having already been assigned to a User or Group, they will enter the record through their Task List.
This will then open the record the task relates to.
From the Task List, click View again.
The system will open a new window titled Complaint Acknowledgement Task: Acknowledgement Details.
Complete the Acknowledgement Task details.
Choose the User or Group in the system to assign the Schedule Investigation Task to.
NOTE: The Due Date will pre-populate as per your module settings. This is preset in the Account Settings in line with SRA guidelines, however, it can be altered if necessary.
Click Schedule Task.
The User or Group who was assigned the task will receive a notification and be able to access the task from their Task List.
For the next step in the Complaints process, please refer to article Complete Complaint Investigation Task and Assign 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.