To create a note on a complaint, follow these steps:
- Log into your Root dashboard.
- Click on the Complaints icon in the blue navigation bar on the left side of your screen.
- Search for and click on the complaint that you want to edit.
You can search for the complaint by:
- The complaint number.
- The complainant's name.
- The policyholder ID number
- Click on Create note at the top right.
- Once you've entered your note, click Add note.
- Your note will appear next to the Activity log of a complaint on the right side of your screen under Notes.
Note: On an added note, you can see the name of the user that added the note, as well as the date and time that it was added on the Notes log.