Within the complaints module, you can record the outcome of a complaint investigation alongside the initial receipt of the complaint and the complaint acknowledgement.
Tip: Find out how to add a complaint here >
To mark an investigation task as complete and schedule a complaint check, follow the steps below:
When the complaint investigation is assigned to you or your group, carry out the investigation and then enter the record through your Task List.
On the Complaint Investigation Task: Investigation Details window, in the free text box, enter the outcome of the investigation.
Select the date that the investigation letter was sent.
From the Schedule Complaint Check task drop-down, choose the user or group to assign the task.
Choose the date the Check is due by then click Create Task.
Note: The task will now appear in the task list for the user or group chosen, and they can enter the record from here.