Complaints e-Book

a. Save IR and send later : Saves the IR and moves it to “Ready to Send” status and it can be sent using the steps in the “Sending an Information Request to the Company” section below . b. Save IR and add another : Saves the IR and immediately opens another form for creating another IR. c. Save IR and continue to sending : Only available to the Agency POC and Complaints Supervisors. Saves the IR and takes y ou to the “Send Information Requests” screen. d. Send to company now : Only available to the Agency POC and Complaints Supervisors. Allows you to send the IR to the company immediately. Generates a form where you can add comments, documents, and a file sharing link. If the company is not yet in SES, you can initiate company enrollment from this screen, as well.

Sending an Information Request to the Company 1. Navigate to your complaint. 2. Click Send Information Requests .

Note: The agency POC and users with the Complaint Manager role can send information requests to the subject of a complaint.

3. Enter a Bulk Due Date .

Note: All information requests are selected by default. Deselect an information request by clicking anywhere on the row. The bulk due date will be applied to all information requests that do not have a due date set. Update an individual due date by clicking on the due date link.

4. Click Click here to Validate the selected Information Requests .

Updated: 3/8/2022