Complaints e-Book

Module 4 Exercises Your Turn Using the same account used in Module 1, navigate to the SES Training Environment to complete the practice scenarios below. The knowledge articles referenced below in bold can be found immediately following the scenarios. Scenario 1 Let’s first find out w hat is meant by access to view basic information on complaints across all agencies. Explore the complaints tab and filter on “All Complaints” and then click into a complaint that doesn’t belong to your agency. This will allow you to see what information is shared prior to requesting access. Next, using the Requesting Access to a Complaint knowledge article, proceed with requesting access to another agency’s complaint. Keep in mind, the access request feature is not available for complaints that are in a pending referral status. Scenario 2 Unlike the previous scenarios you have completed, the next few scenarios cannot be practiced in the training environment unless you work with another agency that is also completing Complaints training. Instead, we ask that you watch a few short videos to better understand system functionality for the remainder of this module. Let’s start with the process of accepting or rejecting access to a complaint. Along with reviewing the Accepting or Rejecting Access to a Complaint knowledge article, click below to watch the videos around these processes. Scenario 3 Now, we will show you how you can remove agency access that was previously granted from a complaint. This action can be done from within the complaint record and from the Agency Access Report page. Take a look at the Removing Access to a Complaint knowledge article and then click below to watch a video of each method. Removing Agency Access from a Complaint Record Removing Agency Access from the Access Request Report Page Accepting a Complaint Access Request Rejecting a Complaint Access Request

Updated: 8/21/2021