The “Complaints” program starts with a scrolling view of all complaints. To make this more understandable…
· Use the “Signpost” button option to “Hide complaints at completed stages”
· Use the “Signpost” button option to “Show complainants for…” Life, General or Both types of business
· Use the option to allocate colours to types of stages (e.g. all “active” stages are red – see “Set-up, Complaint stages”)
· N.B. You can also use the “Signpost” button to “Show only overdue complaints”, which are all those currently past their “Complete stage by” dates
You can then sort the remaining complaints as follows…
· Click on any column title (i.e. “Name”, “Date”, “Complaint handler”, “Stage” or “Details”) to sort them by that value
· Click on the same column title a second time to re-sort by that value but in reverse order
· Note the presence, and the direction, of the “V” symbol that appears on the column title currently being used (n.b. as shown above, next to “Stage”)
· Use the “Signpost” button’s “View” option to edit which data columns to include in your display