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ADD NEW COMPLAINT


Video

Lucidity Incident: Add New Complaint

Definitions of Fields - Complaint

Received BySelect the name of the person who received the complaint
Complaint Significance

Select the significance of the complaint

For example: low, medium, high

Complaint Source

Select the source of the complaint

For example: client, customer, internal

Time ReportedUse the time selector tool or enter the time the complaint was made
Complaint Receive Type

Select how the complaint was received

For example: email, phone, verbal

Brief SummaryEnter a brief summary of the complaint. Full details can be entered in the log of complaints
Client NameEnter the client's name
Complainant NameEnter the complainant's name
Address DetailsEnter the complainant's address
Contact DetailsEnter the complainants contact details (up to 2 sources)
Log of Complaints

Used to track any notes relating to the complaint

  1. Click 'Add'
  2. Use the date selector tool or enter the date the Log was entered (defaults to date entered)
  3. Enter the file note
  4. Click 'Save and New' to add another note or 'Save' to return
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