Set responsibility for intake, service work and independent review.
| Role | tickets | Assignment | Responses | Grievance Cases | Review | Evidence | Reconciliation |
|---|---|---|---|---|---|---|---|
| Service Agent | Edit | Edit | Edit | Edit | View | Edit | Edit |
| Service Supervisor | View | View | View | Approve | Edit | View | View |
| Intake Coordinator | Edit | Edit | Edit | View | View | View | View |
| Operations Manager | View | Edit | View | View | Edit | Edit | View |
| Reconciliation Reviewer | View | View | View | View | View | View | Edit |
| Admin | Edit | Edit | Edit | Edit | Edit | Edit | View |
Handles assigned grievances, customer responses, resolution evidence and case submission.
Starts on: Resolved Tickets
Decides submitted grievance cases and reviews corrective action within the organization.
Starts on: Submitted Cases
Checks the complainant and prepares the initial ticket for assignment.
Starts on: New Complaints
Monitors due work, unresolved tickets and operation exceptions.
Starts on: Submitted Cases
Investigates incomplete guarded actions against their linked local effects.
Starts on: Evidence Register
Configures organizations, staff and access for the service.
Start free, then use Proto to change fields, steps and approvals before your team goes live.