Displaying Complainant Information

The Complaint Tracking window displays information about the complainant. To enter a complainant or someone else associated with the complaint process, use the People window provided with the system.

See: Entering a Person

Once you have entered someone in the system, you can query that person as a complainant, or add that person to the list of people involved in processing the complaint.

See: Entering People Involved in Processing a Complaint

Use the Complainant region to display information about a person who has filed a complaint.

arrow icon   To display complainant information:

  1. Open the Complaint Tracking window and query the complainant in the Find dialog.

  2. Choose the Complainant region to view information related to the person's employment.

    The information corresponds to the date you enter in the Pre-Complaint Initiated field of the Pre-Complaint alternate regions.

    Updating the Complainant's Personal Information

    When entering data in the Complaint Tracking window, you can update information such as address and phone numbers for the complainant.

    Complainant's Person Information

  3. Choose the Person taskflow button.

  4. Make any necessary changes to the person information stored in the alternate regions.

  5. Save your work.

    Complainant's Address

  6. Choose the Person taskflow button.

  7. Choose the Address button.

  8. Display the address you want to update by querying the address or choosing Next Record from the Query menu.

    You cannot change information in the primary address, but you can change information in other addresses maintained for the person.

  9. Save your work.

    Complainant's Phone Numbers

  10. Choose the Person taskflow button.

  11. Choose the Phones button.

  12. To enter a new phone number, in the Type field, choose the kind of phone number, such as a business phone.

  13. In the Phone Number field, enter the phone number.

  14. In the Start and End Date fields, enter the dates when the phone number was in service.

  15. Save your work.

    To edit the existing information, select the row and change the information stored in the Type, Phone Number, and Date fields as needed.