Create a Complaint
Jonathan Heilman avatar
Written by Jonathan Heilman
Updated over a week ago

Municipalities often receive complaints from residents and must follow up on the complaints to see if there is a code violation taking place.

Complaints can be logged in Permit Manager and then tracked over time until they are determined to be an actual violation or to be unfounded and closed out.

Create a Complaint

Just as permits can be created and attached to a property, complaints can also be attached to a property. To be clear, the complaint should be linked to the property that was the subject of the complaint. It should not be linked to the property of the person who complained.

Since the complaint is linked to a property, the first step is to choose the property for the complaint. Generally, the fastest way to find the relevant property is to use the Property Search on the Dashboard Page.

Once the property has been found and the property record is opened, the new complaint can be created directly from the Property window. Click on the Complaints tab, then click the Plus button to begin creating a complaint.

This will open a New Complaint window. Choose the Complaint Type using the dropdown selector. Likewise, select a Complaint Sub-Type using the dropdown.

The Complaint Types and Sub-Types can be edited from the main Edit menu.

The Complaint Description contains a type-ahead feature that will display similar descriptions used in the past. This feature provides consistency for the descriptions.

On the Contacts tab, the Complainant is a required field. If the complainant would prefer to remain anonymous, you can add a contact to the database with a name of Anonymous Anonymous.

After selecting the Complainant, click Save to save the record.

Add a Complaint Location

To add a specific location on the property where there is a potential issue, click on the Pencil button in the Location data field. A small map will open and zoom to the property. Click on a location on the property to drop a pin, then click Done.


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