Viewing the New Complaint Progress Report

After your agency has initiated a complaint, you can access the New Complaint Progress Report to view the progress of all your initiated complaints and what actions need to be taken to move the complaint forward.

About this task

Procedure

  1. Log in to SES.
  2. Click Manage Complaints.
    Manage Complaints button
  3. Click New Complaint Progress Report in the Reports section on the homepage.
    New Complaints Progress Report in the Reports menu of te complaints home page
  4. Choose a report:
    ReportWhy Complaint is included in report
    Company User Not Enrolled Company user is not enrolled in SES by your agency.
    Complaints Contact Not Assigned The Company has not completed the enrollment process, including the assignment of the Complaints Contact.
    IRs Not Sent to Company Information requests have not been sent to the company by your agency.
    Company POC Not Assigned The point of contact (POC) for the complaint is not assigned by the company.
  5. Optional: If a user is not enrolled, click the Icon: Add User icon to add a user to SES for the company.
  6. Optional: If the company has not completed the enrollment process:
    1. Click the Icon: Send Email icon to remind the company via email to complete enrollment and assign its Complaints Contact.
    2. Click the Icon: Sent Reminders List icon to view an audit of sent reminders.
  7. Optional: If the Information Requests have not been sent, click the Icon: Information Requests icon to go to the Information Requests page to send information requests to the company.
  8. Optional: If the company POC is not assigned:
    1. Click the Icon: Send Email icon to remind the company via email to assign a Company POC.
      Important: When a Company POC is assigned, the company can respond to information requests for the complaint.
    2. Click the Icon: Sent Reminders List icon to view an audit of sent reminders.

What to do next

Looking for information you need that is not available on the reports? Send an email to the SES Feedback Team at SESfeedback@csbs.org.