Home Complaints

Complaints

By Customer Success Team
9 articles

Complaint Profile

The Complaint Profile hosts detailed information and actions for a specific complaint. The Complaint Profile splits into three tabs: Overview, Investigation, and Corrective Actions. Overview mceclip0.png When Recording a Complaint, a Customer Service Representative–or CSR–enters essential information about the complaint in the Overview tab. This includes the date the complaint was initiated, the nature of the complaint, a brief description, and a summary of any progress made to date. In the Pertains To section, a CSR can indicate any products, orders, patients, Bulk Lots, or Packaging Runs relevant to the complaint. This is useful if a complaint initiates a product recall. If the complaint's status is Open it means the licence holder's QA Technicians are still investigating the issue and/or performing corrective actions. If these processes are complete and the licence holder has addressed the complaint, the CSR can Close the Complaint. Investigation mceclip1.png If the complaint requires an investigation, QA Technicians should use the Investigation tab to document the details of the investigation. Click the mceclip2.png icon to unlock editing capabilities. By default, an investigation's status is Open. Once the investigation is complete, click the mceclip2.png icon to unlock editing capabilities, and click Close Investigation. Corrective Actions mceclip3.png If the complaint requires corrective actions, QA Technicians should use the Corrective Actions tab to track any steps taken to rectify the issue. The Assigned To, Implemented By, and QA Approved By sections allow the QA team to identify the staff members tasked with corrective actions, implementation, and QA approval. By default, the Corrective Actions status is Open. Once corrective actions are complete, click the mceclip2.png icon to unlock editing capabilities, and click Close Corrective Actions. Visit the Complaint Types tab to Add a New Complaint Category or Add a New Complaint Type.

Last updated on Feb 03, 2026

How to Record a Complaint

If a client reacts adversely to a product, or if they are dissatisfied with the product in some way, they may submit a complaint. Customer Service Representatives–or CSRs–should record each complaint in the Complaints module, and track the complaint as QA Technicians investigate the problem to determine and implement corrective actions. Required permission(s): complaint_read, complaint_create, complaint_update 1. Open the Complaints module, and click New. This opens a blank Complaint Profile. mceclip0.png 2. Click the mceclip1.png icon to unlock editing capabilities. 3. Enter or review information about the complaint in the fields provided. mceclip2.png - Complaint ID: Displays as New Complaint. - Date Complaint Received: Today's date. - Date Complaint Initiated: The date on which the complaint was first initiated. This may be different than the date the CSR records the complaint. - Nature of Complaint: The complaint type. - Click Manage Complaint Types to Add a New Complaint Type. - Status Description: Enter a description of progress or actions undertaken to date to address the complaint. - Description: A brief description of the complaint. 4. If applicable, identify any relevant products, orders, patients, Bulk Lots, or Packaging Runs in the Pertains To section. 1. In the Pertains To section, click Add. This opens the Add to Complaint modal. mceclip3.png 2. Select one of the tabs along the top of the modal–for instance, Orders. This opens a list of all objects of that type saved to the licence holder's Seed-to-Sale environment. mceclip4.png 3. Click the icon next to an item to add it to the Pertains To section. Repeat as necessary. 4. Click out of the modal to close it. mceclip5.png - Note*: If a mistake occurs, click the* icon next to an item to remove it from the Pertains To section. 5. If the CSR identified a product in the Pertains To section, a new Product Details section will appear. Enter details about the product in the fields provided: mceclip6.png - Product Returned: Indicates whether or not the product was returned. - Reason for Return: The reason the product was returned. - Destruction Authorized By: The user who authorized the destruction, if applicable. - Authorized On: When the destruction was authorized, if applicable. 6. Click Save to save the complaint. mceclip7.png The new Complaint Profile will include two new tabs: Investigation and Corrective Actions. If the complaint requires an investigation, use these tabs to document the investigation as it progresses. Once the complaint has been rectified, Close the Complaint. To remove the complaint from the index on the Complaints Dashboard, Archive the Complaint. If a complaint pertains to a specific client, a CSR can access this workflow from the Complaints tab in the Client's Profile.If a complaint pertains to a specific order, the CSR can access this workflow from the Complaints tab in the Order's Profile.

Last updated on Feb 03, 2026