Video tutorial
Tutorial content:
- Example of creating a complaint record
- Example of export and subsequent printing of the complaint report
1. Creating a complaint
When receiving a complaint, it is necessary to create a record of it in the information system. As with the contract or acceptance report, we create a complaint record separately from the menu in the navigation bar (application Complaints and preventive actions, button New complaint) and then assign it to a specific contract. However, an easier way is to create a complaint directly from the open contract form.
In the left navigation bar, click on Quotations and contracts, and then on All contracts, where we open the contract we require on the page. In the Store tab, click on the New complaint button. This will open the edit form of the new complaint.
We will fill in the Subject in the open form. We will check the date of Receive, Type, Business unit and Status. The complaint record that we create is automatically assigned to a specific contract and the customer information is also automatically filled in. We will now fill in the description of the complaint.
2. Print and save the complaint
After completing all adjustments, we can export the complaint for printing. In the section Press reports we will click on the button Complaint report. We will now print the PDF file we created with this step. Subsequently, we can Save. We now see that the complaint record we created has appeared on the Complaints tab.