How to log a new complaint

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A complaint can be logged on the Root dashboard either via the Policy view or the Complaints view.

To log a complaint via the Policy view:

1. Go to the policy that the complaint is linked to.

2. Open the Actions menu.

Open_Complaint_1.png

 

3. Click Open complaint.

4. Fill in the details.

5. Once the details have been entered, click Create complaint.

Open_Complaint_2.png

 

How to log a new complaint using the Complaints view:

1. Click Complaints on the sidebar menu when you are on the home page.

2. Click New Complaint and enter the complaint details.

Open_Complaint_3.png

 

3. Once the details have been entered, click Next.

Open_Complaint_4.png

 

4.  The complaint must be linked to a policy. Search for the policy that you want to link the complaint to and then click Create complaint.

Open_Complaint_5.png

 

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