Complaints e-Book

Completing Preliminary Review of a Complaint Introduction When entering a complaint, you have the option of sending it for preliminary review. This functionality is helpful for when a higher profile complaint is being entered and may require further review before it is formally entered into SES. Some agencies may use this functionality if complaints are entered by administrative staff but must be reviewed by an official complaints staff member before it can be formally entered into SES.

Note: Users with the Complaint Supervisor and Complaint Manager roles can complete preliminary review of a complaint. See SES Agency System Roles and Groups for more information. Communication that preliminary review of a complaint needs to be completed must be communicated outside of SES.

Completing Preliminary Review of a Complaint 1. Click the Complaints tab.

2. Click Show Filters .

3. Select Pending for Status.

4. Click the Complaint ID .

5. Click Complete Preliminary Review .

Updated: 2/9/2022

Made with FlippingBook - professional solution for displaying marketing and sales documents online