Guides

Click format_list_numbered Tasks to navigate to the Dashboard, then click add Create New Task.

Choose a Client and Client Staff, and click Create Task.

Choose the Customer Complaint Workflow and click Add Task.

Fill out the required fields and click Save. This will update the Task status to Complaint Logged.

Click the View Task button at the bottom right of the page. This will take you to the Task Page. Click the blue Assign Team Member button and assign a Team Member. This will update the Task status to Team Member Assigned.

Once that the User has been assigned, they can go to the Task page and click the green Accept Task button. This will update the Task status to In Progress.

If the User does not accept the task they can click on the red Task Declined button. This will return the Task status to Complaint Logged and you will have to reassign a User (by following step 5).

If there is an issue stopping the request from proceeding, the User can enter the details in the Blocked box and submit them by clicking the red Blocked button. This will update the Task status to Blocked. If the status is changed to Blocked, you or the User will need to provide notes on the issue in the box provided on the Task page. Once the issue has been resolved, return to the Task page, provide feedback, and click the blue Resolved button. This will update the Task status to In Progress. If the issue is yet to be resolved, provide feedback and click the Blocked button again. You can repeat this process until the issue is resolved.

Once the User has fixed the problem, they can return to the Task page, provide feedback on the issue, and then click the blue Resolved button. This will update the Task status to Confirmation.

The Customer who submitted the complaint will then have to confirm the issue was resolved by clicking the green Issue Resolved button. If the User does not confirm that the issue is resolved and has been completed for four days, the Customer Complaint will automatically close.