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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.