To add a new Complaint, simply click on the Add button, as illustrated in the screenshot.
A Complaints window will then open, allowing you to enter certain key details pertaining to the Complaint.
The first field allows you to record who the Complaint is in relation to. It can be in relation to a Client, a Carer or a member of Staff. If you select one of these, you will be able to search on that particular Profile Type using the pink search icon and link the Complaint to the Profile of the person in question. Once linked, the Complaint will also appear in the Complaints section of that particular Profile.
If you do not wish to link the Complaint to a specific Profile, you can leave this field blank.
You can also capture the following details on a Complaint:
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§ The Complaint Status § Category § Sub Category § Incident Level § Description of Complaint |
§ Risk Rating § Completion of Investigation (number of days) § Date
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§ Investigation Details § Outcome § Action Taken à You can capture as many records of Action Taken on one Complaint as you wish.
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It isn’t necessary for you to record all of this information when capturing Complaints; only fields with a red asterisk are mandatory. With regard to the optional fields, even if you leave them empty you can come back at a later date and update the information. For example, you might not have details of the Outcome when you originally capture the Complaint, but you can fill these in later.
You are also able to attach Documents to a Complaint via this window. To do so, select the Docs button and a new window will open allowing you to search your local machine for Documents you wish to attach.
Once a Document is saved to the Complaint, it will be accessible to all Users within the organisation.
When you are satisfied with what you have recorded, click Add to save the Complaint into the system.
Adding a Reminder to a Complaint can also be done. Simply
select the Reminder button, as illustrated in the screen shot below and the
Reminder window will open, allowing you to capture the reminder details:
The option to send the Complaint via email directly from the system is also available. To do this, click on the Email option, as illustrated below. Form here you can search on Staff Users on the system and email the Complaint directly from this interface.
