Complaint Checklist
4.8/5 with 65 votes
Table of Contents
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0 of 20 completed
- Organize your Information
- Name the person or organisation against whom the complaint is lodged.
- Write When the incident you are complaining about took place.
- Write how the incident happened and what caused it.
- Write where the incident happened.
- Write why the incident happened.
- Attempt to resolve the situation immediately.
- Making a Complaint
- Accumulate the documents involved with the incident.
- Identify what you want to resolve the situation.
- Determine if you want to write down a complaint letter of what you want done to correct the problem.
- Determine who to contact to have your problem addressed.
- Make sure the complaint is signed and dated.
- Where evidence is supplied, attach to the complaint.
- Send the complaint letter to people in power.
- Tips
- Always write down the date, time, names and titles of the people that you speak with.
- Be patient and polite.
- If you cannot get the result that you want from a representative, ask to speak to their supervisor.
- If your complaint is resolved, say "Thank you".
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Presented by:
Kimberly French
Stats
Views
68
Views: 68
Uses
3
Uses: 3
Tasks
20
Tasks: 20
Who it's for
This Complaint Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Complaint steps every time, regardless of who executes
- Save time - reuse a proven Complaint workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Complaint checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Complaint Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Complaint comes up again, start from your saved version and run it with clear ownership.
Rate this Checklist
5 stars
Scores 4.80 with 65 votes