<!-- RTOSafe Help — rendered version: https://rtosafe.com.au/help/complaints-workflow -->

# Managing Complaints

Go to [**Complaints**](https://app.rtosafe.com.au/Complaints) to see all open complaints. Use the **Resolved** tab to view closed complaints.

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## Complaint Workflow

Each complaint moves through three statuses:

1. **Submitted** — Complaint received, awaiting acknowledgement
2. **Under Review** — Acknowledged, being investigated
3. **Resolved** — Resolution recorded, complaint closed

<figure><img src="/help/assets/complaints-workflow-1.png" alt="Complaint record showing Submitted, Under Review, and Resolved status workflow"><figcaption></figcaption></figure>

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## Acknowledging a Complaint

When a complaint comes in, you need to acknowledge it to the complainant within your configured timeframe.

From the complaint details page, select **Acknowledge**. This opens a form where you record how you acknowledged the complaint:

* **Method**: Email Sent, Phone Call, or Meeting
* **Date and time**: When the acknowledgement happened
* **Details**: What you communicated to the complainant
* **Attachments**: Any supporting documents (e.g., copy of acknowledgement email)

This records the acknowledgement on the complaint timeline and changes the status to `Under Review`.

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If the complaint isn't already assigned to someone, acknowledging it automatically assigns it to you.

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<figure><img src="/help/assets/complaints-workflow-2.png" alt="Complaint acknowledgement form with method, date, details, and attachment fields"><figcaption></figcaption></figure>

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## Recording Actions

Use action logs to document everything you do while handling a complaint. From the complaint details page, select **Add Action**.

**Action types:**

* **Email Sent** — Correspondence you've sent to the complainant or others
* **Email Received** — Responses or additional information received
* **Phone Call** — Conversations with the complainant or relevant parties
* **Meeting** — Face-to-face or virtual meetings held
* **Internal Note** — Investigation notes, observations, or decisions

Each action records what happened, when it happened, and who logged it. You can attach files to any action.

<figure><img src="/help/assets/complaints-workflow-3.png" alt="Complaint timeline showing logged actions like emails, phone calls, and internal notes"><figcaption></figcaption></figure>

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## Linking to Other Records

Complaints often lead to follow-up work. You can link a complaint to:

* **Tasks** — Create or link compliance tasks for follow-up actions
* **Risks** — Document risks identified through the complaint
* **Continuous Improvements** — Record improvement opportunities

From the complaint details page, use the **Link** menu to connect related records. Linked items appear on the complaint timeline.

<figure><img src="/help/assets/complaints-workflow-4.png" alt="Complaint details page with the Link menu for connecting tasks, risks, and continuous improvements"><figcaption></figcaption></figure>

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## Resolving a Complaint

When you've completed your investigation and communicated the outcome to the complainant, select **Resolve**.

You'll need to enter resolution notes explaining:

* What was investigated
* What the outcome was
* What actions were taken (if any)

This changes the status to `Resolved` and moves the complaint to the Resolved tab.

<figure><img src="/help/assets/complaints-workflow-1.png" alt="Complaint record showing Submitted, Under Review, and Resolved status workflow"><figcaption></figcaption></figure>

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## Archiving Complaints

Resolved complaints can be archived to remove them from your active views. From a resolved complaint's menu, select **Archive**.

Archived complaints:

* No longer appear in the Resolved tab by default
* Still exist in the system for audit purposes
* Can be viewed using the archive filter

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## Overdue Alerts

RTOSafe creates alerts when deadlines are approaching or overdue:

* **Acknowledgement overdue** — Complaint wasn't acknowledged within your configured timeframe
* **Resolution overdue** — Complaint wasn't resolved within your configured timeframe

These alerts appear on your dashboard and in the complaint list. Completing the relevant action (acknowledge or resolve) clears the alert.