Sewer Utility - Complaints - How to Enter a Complaint

In the General Datagrids, open Complaints and select New. Another option is to select Complaint under the Tasks to begin the process.

On the General tab, you can search for the property associated with the complaint or if the owner is the complainant. 

The Linked Property information populates the Owner Information.

Select Complainant is Owner for this information to transfer to the Complainants Tab. If the complainant is not the owner, you can enter that information later.

The linked property location automatically populates the Location section. If the Complaint is for an unlinked property, you can add the location information here.

On the Details Tab, fill in the information under Complaint Details including Category, Type, Priority and Method. The Status should be set to Pending. The Date Received and Tracking Number populate automatically. 

Use the Summary box to write a description of the complaint.

In the Assignment section,  assign the complaint to the correct Department and User. 

Next, go to the Complainants tab. If you selected Owner is Complainant on the General tab, that information will appear under Complainant Information.  If the complainant is not the owner, you can enter the information here.

If there were multiple people complaining about the same issue, you can add the other complainants information using the Add button. 

The Associated Complaints tab allows you to link other complaints that are related to this one. This allows for these complaints to be closed out at the same time.

In the Notes tab, you can add comments by typing the comments in the New Notes section and clicking Add. 

Notes are timestamped and saved to the Master Notes section to easily track the complaint progress.

The Module Applications tab allows you to create and track the associated Inspections and Service Requests/Work Orders. Note: View Creating an Inspection from a Complaint and Creating a Service Request/Workorder from a Complaint in our guides.

The History Tab logs each time the complaint is updated or saved.

In the Related tab, you can Print Report or Print Photos. You can also add any attachments associated with the complaint. Select OK to save and assign the complaint.