The Complaints module monitors and manages client-submitted or internal complaints. Opening the Complaints module brings you to the Complaints Dashboard.

Dashboard

The Complaints Dashboard hosts a high-level index of all complaints saved to the licence holder's Seed-to-Sale environment. Sort this list using any one of several fields:

• Complaint #: Sorts by complaint ID numbers.

• Category: Sorts by complaint category.

  • Visit the Complaint Types tab to Add a New Complaint Category.

• Nature of Complaint: Sorts by complaint type.

  • Visit the Complaint Types tab to Add a New Complaint Type.

• Date Received: Sorts by the date at which complaints were received and recorded.

You can also filter the list using the options above the index. Select a complaint type from the Nature of Complaint drop-down menu to view only complaints of a specific type, or select a complaint category from the Category drop-down menu to view only complaints of a specific category. Click the Show Archived radio button to view archived complaints, or use the Search bar to enter specific search criteria.

To Record a Complaint, click New. Alternatively, visit the Complaints tab in a Client Profile or the Complaints tab in an Order Profile.

Select a complaint from the index to open the Complaint's Profile.

Open the Complaint Types tab to customize complaint type and complaint category options.