sliders-simpleSetup

Enable the complaints feature and configure acknowledgement and resolution timeframes.


When to Use This

Set this up when you want to:

  • Accept formal complaints through a public online form

  • Track complaint acknowledgement and resolution deadlines

  • Create an audit trail of how complaints are handled


Before You Start


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Steps

1

Go to Complaints Settings

Go to Settings → Complaintsarrow-up-right. You'll see the current status (enabled or disabled) and configuration options.

2

Select your complaints policy

Choose which policy document complainants must acknowledge before submitting. Only policies marked as "public" appear in this list.

This policy displays on the public form with a checkbox requiring complainants to confirm they've read it.

3

Set your timeframes

Configure two deadlines:

  • Acknowledgement days: How many days you have to acknowledge receipt of a complaint (default: 5 days)

  • Resolution days: How many days you have to resolve the complaint (default: 60 days)

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These create automatic alerts when deadlines approach or are overdue.

4

Enable complaints

Toggle the feature on. This makes your public complaints form available at your RTO's public portal URL.


What Happens Next

  • Your public complaints form becomes available (see Public Complaints Form)

  • When someone submits a complaint, Compliance Admins receive an email notification

  • Complaints appear on the Complaintsarrow-up-right page with acknowledgement and resolution due dates

  • Alerts appear when deadlines are approaching or are overdue


Common Issues

chevron-rightCan't enable complaintshashtag

Check that your Public Portal is enabled and you've selected a complaints policy

chevron-rightNo policies appear in the dropdownhashtag

Only public policies appear — make your policy public first

chevron-rightTimeframe changes not applying to existing complaintshashtag

Timeframe changes only affect new complaints; existing complaints keep their original due dates

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