Transferring a Complaint

If you want to change the ownership of a complaint or send it to another user, you can transfer the complaint. When the complaint is in Create state, you can transfer it to any user other than complaint investigator. When the complaint is in In Process state, you can transfer it to a Quality Manager or Complaint Investigator.

Before you begin:
  • The complaint must be in Create or In Process state.
  • You must be the complaint owner, Quality Manager , or Complaint Investigator. If you are a complaint investigator, you can transfer the complaint only when it is in In Process state.
  • You must be on the Complaints List page or the Complaint Power View page.
See Also
Invalidating a Complaint
  1. From the Complaint Power View page, in the Properties tab toolbar, select Actions > Transfer Ownership.

    You can also select the required complaint from the Complaints List page and select Actions > Transfer Ownership.

    The Transfer Ownership page appears.
  2. Perform any one of the following actions.
    • Type the name of the person in the New Owner box and select a person from the list that appears.
    • Click displayed next to the New Owner box, and from the Search Results page that appears, select a person and click Submit.
  3. Type the reason for transferring the complaint in the Transfer Reason box.
  4. Click Done.
    The complaint and its associated objects are transferred to the selected person.