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Advice and answers from the Navigate Cloud Team
Create a complaint as an internal user

1.On the Home page click on the Create Complaint button.

2.A rollout drawer will slide out with a drop down and list of compliance types.

3.Choose any Compliance Type and click on the Create complaint button.

4.Fill in the Complaint Details and ensure mandatory fields are filled. Click next.

5.If dynamic fields are configured to the the compliance type of complaint, an Additional Details tab

will be shown and can be configured.

6. A complainant is mandatory so that must be added to the complaint, if not a message will

indicate it is mandatory for the user.

7.If a mandatory role has been configured a message will alert the user that the role is mandatory

and must be added, if the role is optional is can be added or it can be skipped.

8.If the complaint type has relationships configured, the tab will be displayed and a relationship can

be linked between compliance objects eg; Case, Investigation, etc. Click next.

9. A places tab will be displayed if the compliance type of complaint has places configured, if it is

mandatory it will indicate that it is. If the place is optional it can be added to the complaint or can be skipped.

10.Click Submit.

 

OR

 

1.Click on Compliance drop down in left hand side of the screen and click on complaints.

2.A pop up will appear with compliance types, choose a compliance type and click next.

3.Proceed through as the above steps state.

 

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