📖 CMS Help Documentation
Complaint Management System - Complete User Guide
🎯 Overview
The Complaint Management System (CMS) is a comprehensive web application designed to streamline the process of reporting, tracking, and resolving complaints across multiple buildings and departments. The system provides role-based access control, real-time tracking, and detailed reporting capabilities.
- Multi-building complaint tracking
- Role-based access control
- Real-time status updates
- Image attachments for complaints
- Service person assignment
- Export to PDF and Excel
- Feedback collection
- Remarks by administrators
👥 User Roles & Permissions
The system supports five user roles with varying levels of access and permissions:
| Role | Description | Key Permissions |
|---|---|---|
| Superadmin | System administrator with full access | Manage all users, buildings, branches; View all complaints; Edit remarks; Full system control |
| Senior Admin | Multi-building administrator (read-only) | View complaints from assigned buildings; Add/edit remarks; Cannot edit complaint data |
| Admin | Building-level administrator | Manage building users and service persons; Assign complaints; View building complaints; View remarks (read-only) |
| Service Person | Staff member who resolves complaints | |
| User | Regular user who raises complaints | Create complaints; View own complaints; Provide feedback on resolved complaints |
📊 Dashboard
The dashboard provides an overview of complaint statistics and system status.
Dashboard Features:
- Total Complaints: Overall count of complaints in the system
- Pending Complaints: Complaints awaiting action
- In Progress: Complaints currently being worked on
- Resolved: Complaints that have been completed
- Overdue Chart: Visual representation of overdue high-priority complaints by category
Access Based on Role:
- Superadmin: Sees system-wide statistics
- Senior Admin: Sees statistics for assigned buildings
- Admin: Sees statistics for their building
- Service Person: Sees their assigned complaints
- User: Sees their own complaints
📋 Complaint Management
The complaint register displays all complaints with filtering and sorting capabilities.
Complaint Table Columns:
- Sl. No.: Serial number for reference
- Complainer: Name of the user who raised the complaint
- Complaint: Complaint ID, title, location, and description
- Date: Date when the complaint was raised
- Category: Complaint category (Civil, Electrical, Horticulture)
- Subcategory: Specific subcategory within the category
- Building: Building and branch where the issue is located
- Image: Before/after images of the complaint
- Priority: Priority level (High, Medium, Low)
- Status: Current status (Open, In Progress, Resolved, Closed)
- Assigned: Service person assigned to resolve the complaint
- Due: Due date for resolution
- Action: Available actions based on user role
- Work Pic: Upload work completion images (service persons)
- Remarks: Administrator notes (visible to admin, superadmin, senior admin)
Filtering Options:
- Search: Search by complaint ID, title, or description
- Status Filter: Filter by complaint status
- Category Filter: Filter by complaint category
- Building Filter: Filter by building (superadmin and senior admin only)
Actions Available:
- View Details: Click on complaint to view full details
- Edit: Modify complaint details (admin and superadmin)
- Delete: Remove complaint (superadmin only)
- Assign: Assign to service person (admin and superadmin)
- Add Remarks: Add administrator notes (superadmin and senior admin)
➕ Creating Complaints
Users can create new complaints through the "New Complaint" form.
Required Fields:
- Title: Brief description of the issue
- Category: Select from Civil, Electrical, or Horticulture
- Subcategory: Specific type of issue
- Work Detail: Additional details about the work required
- Building: Select the building where the issue is located
- Branch: Select the specific branch/department
- Location: Exact location within the building
- Priority: Select High, Medium, or Low priority
- Due Date: When the complaint should be resolved
- Description: Detailed description of the issue
- Image: Upload an image of the issue (optional but recommended)
After Submission:
- You will receive a unique Complaint ID
- Save this ID for future reference
- The complaint will be visible in your complaint list
- You will receive notifications when status changes
👤 User Management
Administrators can manage users through the Admins/Users panel.
User Tables:
- Senior Admins: Multi-building administrators (toggle visibility)
- Hospital Admins: Building-level administrators (toggle visibility)
- General Users: Regular users (toggle visibility)
Creating Users:
- Click "Add User/Admin" button
- Fill in user details (name, email, mobile, etc.)
- Select user role
- For senior admins: Select assigned buildings (multiple selection)
- For admins/users: Assign to specific building
- Set department, category, subcategory for service persons
Editing Users:
- Click on a user to edit their details
- Superadmin can change user roles including to/from senior admin
- Update assigned buildings for senior admins
- Modify user information as needed
Export Functions:
- Print: Print user table directly
- PDF: Export to PDF format
- Excel: Export to Excel spreadsheet
🔧 Service Person Management
Service persons are staff members responsible for resolving complaints.
Service Person Information:
- Name: Service person's full name
- Email: Contact email address
- Mobile: Contact phone number
- Category: Area of expertise (Civil, Electrical, Horticulture)
- Subcategory: Specialization within category
- Building: Assigned building
- Active Jobs: Number of currently assigned complaints
Managing Service Persons:
- Create service person accounts through user management
- Assign appropriate category and subcategory
- Service persons can only see complaints matching their expertise
- Track active jobs to manage workload
Service Person Actions:
- View assigned complaints
- Update complaint status
- Attach work completion images
- Add updates to complaint
🏢 Building & Branch Management
Superadmins can manage buildings and branches in the system.
Building Management:
- Add new buildings to the system
- Edit building details
- Deactivate buildings no longer in use
- Buildings are used to organize complaints and users
Branch Management:
- Add branches/departments within buildings
- Branches provide more specific location information
- Help in routing complaints to appropriate personnel
Building Assignment:
- Users are assigned to specific buildings
- Senior admins can be assigned to multiple buildings
- Complaints are linked to buildings for filtering
- Service persons work within their assigned building
📤 Export & Print Functions
The system provides multiple export options for reports and data.
Available Export Options:
- Print: Direct print of current table/view
- PDF Export: Generate PDF document with formatted data
- Excel Export: Export to Excel spreadsheet for further analysis
Exportable Data:
- Complaint register (filtered or complete)
- User lists (Senior Admins, Admins, General Users)
- Service Person register
- Building and branch lists
Export Features:
- Includes all visible columns
- Respects current filters
- Formatted for readability
- Includes timestamps
⭐ Feedback System
Users can provide feedback on resolved complaints to help improve service quality.
Providing Feedback:
- Feedback can only be given on Closed complaints
- Users receive notification when complaint is closed
- Rating scale: 1 to 5 stars
- Optional text comments for detailed feedback
Feedback Display:
- Feedback rating shown in complaint details
- Feedback text displayed alongside rating
- Helps administrators track service quality
- Used for performance evaluation
📝 Remarks Feature
Administrators can add remarks to complaints for internal communication and documentation.
Who Can Add/Edit Remarks:
- Superadmin: Can add and edit remarks
- Senior Admin: Can add and edit remarks
- Admin: Can view remarks only (read-only)
Remarks Display:
- Shown in red color in the Remarks column
- Displayed above the Add/Edit button
- Visible only to admin, superadmin, and senior admin
- Not visible to regular users or service persons
Adding Remarks:
- Click the "Add" or "Edit" button in the Remarks column
- Enter your remarks in the prompt dialog
- Remarks are saved immediately
- Can be modified at any time by authorized users
📝 User Registration
New users can self-register through the registration form.
Registration Process:
- Fill in registration form with personal details
- Provide email and mobile number
- Select hospital/building affiliation
- Set password for account access
- Submit registration request
Approval Process:
- Registration requests go to pending queue
- Administrators review pending registrations
- Admin can approve or reject registration
- User receives notification of approval/rejection
- Approved users can log in immediately
Managing Pending Registrations:
- View pending registrations in dashboard
- Review user details before approval
- Approve legitimate registrations
- Reject suspicious or incomplete registrations
🔧 Troubleshooting
Common issues and their solutions.
Login Issues:
- Forgot Password: Contact administrator to reset
- Account Locked: Wait 15 minutes or contact admin
- Wrong Credentials: Check email and password spelling
Complaint Issues:
- Complaint Not Showing: Check filters and search terms
- Cannot Edit: Verify you have appropriate permissions
- Image Not Uploading: Check file size (max 1MB) and format
- Assignment Failed: Ensure service person exists and is active
Export Issues:
- PDF Not Generating: Check browser popup settings
- Excel Corrupted: Try exporting again with fewer filters
- Print Layout Issues: Use landscape mode for better formatting
Performance Issues:
- Slow Loading: Clear browser cache and cookies
- Page Freezing: Refresh the page and try again
- Session Timeout: Log in again after 30 minutes of inactivity
📞 Support
For additional help or questions:
- Contact your system administrator
- Check with your building admin for role-specific issues
- Review this documentation for detailed feature explanations
📅 Last Updated: July 2026