Process · Complaint intake

Complaint intake

Move a filed complaint into accountable work.

Step by step

Identify complainant Intake Coordinator

Intake Coordinator acts on customers, organizations to check active customer and the responsible organization.
- Check active customer and the responsible organization
- Updates Customers, Organizations
Register ticket Intake Coordinator

Intake Coordinator acts on tickets to record the subject, priority, due date and customer link.
- Record the subject, priority, due date and customer link
- Updates Tickets
Assign owner Operations Manager

Operations Manager acts on tickets, team members to select an active staff member for the ticket.
- Select an active staff member for the ticket
- Updates Tickets, Team members

And how to keep it from happening.

Check the source. Confirm the parent ticket and organization before moving the work.
Keep history. Retain prior events and decisions when a record changes.
Confirm the effect. A status alone cannot establish that the intended person saw the outcome.

Start free, then use Proto to change fields, steps and approvals before your team goes live.