Complaints, Edit (Progress to Completion)

To update an existing complaint, starting from the scrolling view of all complaints…

· Double-click it, or highlight it then click the white “Spectacles” button

· Change its stage, as required (the “Stage date” will automatically update itself as you do so)

· Edit the “Complete stage by” date and time

· Add to the “Complaint details”, preferably in paragraphs that relate to each stage

· As applicable, add the date when your professional indemnity insurer was advised of the complaint

· Click “OK”

On completion, if the complaint is valid you should click the “Complaint upheld” box and, if applicable, enter a sum in the “Compensation” box, then click “OK” to save.