Setup

Complaint Registration has an integrated setup wizard to assist you with the initial configuration of the extension. It is recommended to use the setup wizard page to set up the extension.

  1. Search for and open the Complaint Registration Setup Wizard page using the Tell Me search feature.

    Search for the setup wizard with the Tell Me search feature

  2. Read the introduction and click on Next to move on to the next step.

    First page of the Setup Wizard with information about the Complaint Registration extension

  3. Read the information about the extension being free-to-use in Sandbox environments and requiring a subscription in Production environments and choose Next to move on to the next step.

    Setup Wizard page with information about use in Sandbox and Production environments

  4. Read the information regarding the Extension Permission Sets and assign these accordingly. Click on Next to move on to the next step.

    Assign Permission Sets

  5. Set up the Complaint No. Series. Click on Next to move on to the next step.

    Assign Permission Sets

  6. Set up the Complaint Types. Click on Next to move on to the next step.

    Assign Permission Sets

  7. Set up the Complaint Conclusions. Click on Next to move on to the next step.

    Assign Permission Sets

  8. Set up the Complaint Improvement Measure. Click on Next to finish the setup wizard on the next page.

    Assign Permission Sets

Apportunix Complaint Registration is now configured and is ready to be used.

Last update: July 1, 2024