In this article:
All about "Who Reported this Concern?"
After creating a new grievance, fill out this section which gives the background for the grievance - the who, what, where and when.
Fill out all applicable fields and all required fields (indicated with an asterisk*).
The category field explains what type of grievance is being reported. If none of the dropdown options apply- select “other” and type the category into the given text field.
The user's selection of a category from the dropdown is restricted to only those categories that have been mapped to the users department. See Grievance Log Settings. |
If a specific user needs to choose a grievance category that is not currently mapped to their department, they need to be given the permission "View all grievances, not limited by Department". This permission is found under Settings>Users>User Details>Apps>Grievance Log. |
Once a grievance category has been chosen, the Departments to Respond field will automatically populate with any department that has been mapped to that particular grievance category.
See Grievance Log Setting for mapping departments.
Choose the resident the grievance is about from the dropdown menu. If the resident's name is not listed, check the "Not listed" checkbox, and additional fields will appear to add their basic information.
Assign someone from your organization to handle the grievance:
Assigning Benefit: While everyone listed in the "Departments to Respond" field receives an email notification when the grievance is created, it doesn't guarantee that the grievance will be acted upon. |
Select the departments in charge of handling the grievance. All users with roles mapped to these departments will receive an email alert about the grievance.
Departments mapped to the chosen grievance category will show up automatically, but you can add or remove from the list as needed.
See Grievance Log Setting for mapping departments.
This area is to identify who reported the grievance to the facility.
This can be the resident themselves, another resident reporting on behalf of someone else, a resident representative or an employee. (This is not the person filing out the grievance.)
Reporting Anonymously
If the reporter wants to remain anonymous, select the checkbox "This concern was submitted anonymously," which exempts the person from filling out the required fields in this area.
Reporter Info
Fill out the reporters name, phone, email and relationship to the resident.
If you choose a resident from the "Resident" dropdown at the beginning of this section, a dropdown labeled "Select Contact" will appear over here, next to the "First Name" field. This provides a list of the resident's contacts. Alternatively, you can manually enter any first and last name. |