Creating a Complaint from the Company Record

You can create a complaint for a company from the company’s record page in SES.

About this task

Note: Alternatively, see Accessing Complaints.
Note: Users with the Complaint Supervisor and Complaint Manager roles can initiate a complaint. See SES Agency System Roles & Consumer Complaints Roles for more information.

The Agency POC is responsible for managing the complaint from start to finish. SES automatically assigns the Agency POC role to the user who enters a complaint into the system unless the complaint is sent for preliminary review. In that case, the person conducting the preliminary review has the option to select an Agency POC for the complaint.

Procedure

  1. Navigate to the desired company’s record via Company Search.
    Click Related Actions on the Company Record, and select Create Complaint
  2. Click Related Actions.
    Related Actions command on the Agency complaints menu bar
  3. Click Create Complaint.
    Click the Create Complaint command to initiate a complaint

What to do next

Entering a Complaint