New

A quick-capture form to register a new member complaint or grievance. It records the complainant, category, channel and description, and starts the SLA clock for resolution. Logging complaints formally is a market-conduct and consumer-protection obligation for MFIs and SACCOs.

New
New — live screen from the BridgeERP MFI Suite.

Workflow

  1. Go to Complaints then New
  2. Select the member and complaint category
  3. Describe the issue and record the channel it arrived through
  4. Set priority and assign it to a handling officer or team
  5. Save to open the case and start the resolution SLA timer

Fields reference

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

FieldTypeRequiredDescription
Subject
name
TextYesSubject
Member
member_id
Link → mfi.memberYesMember
Category
category
Choice: Service Quality, Fees / Charges, Account Issue, Loan Issue, Staff Conduct, Discrimination, Fraud / Suspicious Activity, OtherYesCategory
Severity
severity
Choice: Low, Medium, High, CriticalYesSeverity
Description
description
Rich textYesDescription
Reported On
reported_date
Date & timeYesReported On
Reported By
reported_by
Choice: Member (Self), Branch Officer, Call Centre, Social Media, Regulator ReferralYesReported By
Status
state
Choice: New, Assigned, Investigating, Resolved, Escalated, Closed, ReopenedYesStatus
Has Message
has_message
Yes/NoHas Message
Reference
reference
TextReference
Member No
member_no
TextMember No
Branch
branch_id
Link → mfi.branchBranch
Company
company_id
Link → res.companyCompany
Supporting Documents
attachment_ids
TagsSupporting Documents
Contact Channel
contact_channel
Choice: In Person, Phone, Email, SMS, WhatsApp, Social Media, Member Portal, LetterContact Channel
Assigned To
assigned_to_id
Link → res.usersAssigned To
Assigned On
assigned_date
Date & timeAssigned On
Resolution
resolution
Long textResolution
Resolved On
resolved_date
Date & timeResolved On
Resolved By
resolved_by_id
Link → res.usersResolved By
Closed On
closed_date
Date & timeClosed On
SLA Due
sla_due_date
Date & timeSLA Due
SLA (hours)
sla_hours
NumberSLA (hours)
Overdue
overdue
Yes/NoOverdue
SLA Breach Notified
breached_notified
Yes/NoSLA Breach Notified
Satisfaction
satisfaction_rating
Choice: 1 - Very Dissatisfied, 2 - Dissatisfied, 3 - Neutral, 4 - Satisfied, 5 - Very SatisfiedSatisfaction
Satisfaction Comment
satisfaction_comment
Long textSatisfaction Comment
Rating Submitted
satisfaction_date
Date & timeRating Submitted
Escalated to Regulator
escalation_to_regulator
Yes/NoEscalated to Regulator
Regulator
regulator_body
Choice: Central Bank of Kenya (CBK), SASRA, Financial Reporting Centre (FRC), OtherRegulator
Regulator Reference
regulator_ref
TextRegulator Reference
Escalation Date
regulator_date
Date & timeEscalation 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 creation form
  • Starts SLA / resolution-deadline tracking
  • Captures category, channel, priority
  • Feeds Assigned, Overdue and All Complaints views

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

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