Assigned to Me

Shows the complaints currently assigned to the logged-in officer, so each handler sees only their own active caseload. It is the personal work queue for resolving grievances, updating status and recording the outcome before the SLA expires.

Workflow

Open Complaints then Assigned to Me
Pick a case and review the member's issue and history
Investigate and record actions taken in the case log
Update the status as you progress toward resolution
Mark the complaint resolved and capture the resolution outcome

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Subject `name`	Text	Yes	Subject
Member `member_id`	Link → mfi.member	Yes	Member
Category `category`	Choice: Service Quality, Fees / Charges, Account Issue, Loan Issue, Staff Conduct, Discrimination, Fraud / Suspicious Activity, Other	Yes	Category
Severity `severity`	Choice: Low, Medium, High, Critical	Yes	Severity
Description `description`	Rich text	Yes	Description
Reported On `reported_date`	Date & time	Yes	Reported On
Reported By `reported_by`	Choice: Member (Self), Branch Officer, Call Centre, Social Media, Regulator Referral	Yes	Reported By
Status `state`	Choice: New, Assigned, Investigating, Resolved, Escalated, Closed, Reopened	Yes	Status
Has Message `has_message`	Yes/No	—	Has Message
Reference `reference`	Text	—	Reference
Member No `member_no`	Text	—	Member No
Branch `branch_id`	Link → mfi.branch	—	Branch
Company `company_id`	Link → res.company	—	Company
Supporting Documents `attachment_ids`	Tags	—	Supporting Documents
Contact Channel `contact_channel`	Choice: In Person, Phone, Email, SMS, WhatsApp, Social Media, Member Portal, Letter	—	Contact Channel
Assigned To `assigned_to_id`	Link → res.users	—	Assigned To
Assigned On `assigned_date`	Date & time	—	Assigned On
Resolution `resolution`	Long text	—	Resolution
Resolved On `resolved_date`	Date & time	—	Resolved On
Resolved By `resolved_by_id`	Link → res.users	—	Resolved By
Closed On `closed_date`	Date & time	—	Closed On
SLA Due `sla_due_date`	Date & time	—	SLA Due
SLA (hours) `sla_hours`	Number	—	SLA (hours)
Overdue `overdue`	Yes/No	—	Overdue
SLA Breach Notified `breached_notified`	Yes/No	—	SLA Breach Notified
Satisfaction `satisfaction_rating`	Choice: 1 - Very Dissatisfied, 2 - Dissatisfied, 3 - Neutral, 4 - Satisfied, 5 - Very Satisfied	—	Satisfaction
Satisfaction Comment `satisfaction_comment`	Long text	—	Satisfaction Comment
Rating Submitted `satisfaction_date`	Date & time	—	Rating Submitted
Escalated to Regulator `escalation_to_regulator`	Yes/No	—	Escalated to Regulator
Regulator `regulator_body`	Choice: Central Bank of Kenya (CBK), SASRA, Financial Reporting Centre (FRC), Other	—	Regulator
Regulator Reference `regulator_ref`	Text	—	Regulator Reference
Escalation Date `regulator_date`	Date & time	—	Escalation Date

Actions & buttons

Buttons available on this screen and what they do:

Assign to Me
Start Investigating
Mark Resolved
Close
Escalate to Regulator
Reopen

Status lifecycle

Records on this screen move through these statuses:

New → Assigned → Investigating → Resolved → Escalated → Closed → Reopened

Notes & rules

Model mfi.member.complaint filtered to current user
Personal caseload / work queue
Status drives SLA and escalation
Resolution feeds consumer-protection reporting

Technical model: mfi.member.complaint · Record: Member Complaint / Grievance