SES Complaint e-Book

Sending a Complaint for Referral

Introduction As part of working a complaint, you may realize that it needs to be referred to another agency (e.g., the consumer submitted the complaint to the wrong regulatory agency). You can only refer a complaint prior to information requests being sent to the company. If information requests are not sent to the company, you can refer a complaint any time prior to closure.

Note: All users assigned to the Complaints group in SES can refer a complaint to another agency. See Managing Users for more information.

Sending a Complaint for Referral 1. Navigate to your complaint. 2. Click Related Actions .

3. Click Refer Complaint to Another Agency .

4. Complete the referral form.

Note: You can only refer a complaint to another agency that has complaints users in SES.

If an agency has no active complaints users, you can close the complaint and in dicated the reason for closure as “Referred to another agency” and identify the desired agency there. See Closing a Complaint for more information.

5. Click Submit Referral .

Updated: 6/25/2020