Complaint Intake Guided Flows for Incident Tracking Setup

Set up these Omniscript guided flows so that intake officers can easily process incidents or concerns reported by members of the community.

Complaint Intake

Capture details when someone reports a health, safety, or well-being concern for a member of the community. The flow captures all of the information that the reporter can initially provide and creates a public complaint record with the details of the incident, including participants and allegations.

Add Allegation

Easily add an allegation to a public complaint record.

Add Complaint Participants

Quickly add participants to a public complaint record.

Create New Case

Create a case from a public complaint record.

• Complaint Intake Guided Flows Components
  Review the Omnistudio components that the Complaint Intake guided flows use.
• Set Up the Complaint Intake Flow
  Create assessment questions, grouped into categories, to capture information from individuals who report a complaint or incident of concern. Add the questions to Omniscript forms—one form for each category—and then add the forms to the complaint intake Omniscript guided flow. Create a button that starts the complaint intake guided flow, as well as buttons to easily add allegations and participants to the complaint, and to create a case from the complaint.
• Set Up the Add Complaint Participants Flow
  Activate the Omniscript that adds participants to a public complaint, and configure the button that users click to start the flow.
• Set Up the Add Allegation Flow
  Customize the Omniscript flow that adds allegations to a public complaint, and configure the button that users click to start the flow.
• Set Up the Create Case from Complaint Flow
  Configure the button that users click to start the Omniscript flow to create a case from a public complaint.