Click here to view the "Adding a Complaints Report" Video


Note: Some fields may be missing or labeled differently in your database if your Admin has customized the Complaints Report.

Customizing your Complaint Report


To customize a field in your Complaint Report, hover next to the field name and click the pencil icon. This lets you change the label to better suit your organization’s needs.




Your Complaint Report can also be customized within Team Settings. For more information,

click here.


Within Team Settings, you can: 

  • Change the module name and icon
  • Update e-signature settings
  • Modify the abbreviation in the list view
  • Hide or require specific fields


Can't customize the Complaint Report? That's because your not an Admin.  See Isolocity's User Permissions, here.

Creating a Complaint Report

Step #1

Click here to access the "CAPA" sub-menu.


Step #2

Click "Complaints".


Step #3

Click "Create Report".


Step #4

Complete the "Administrative Details" section by completing the following fields:

  • Complaint Number
  • Date of Complaint
  • Target Completion Date
  • Part ID
  • Error Code
  • Received By
  • Received Via
  • Source
  • Strain Name
  • Batch / Lot #
  • Adult-use, purchased at store
  • Store Info
  • Comments from Complainant


Step #5

Complete the "Owners and Subscribers" section by completing the following fields:

  • Owners (those who can edit the report)
  • Subscribers (those who can only view the report)
  • Process Owners
  • QA Reviewers


Step #6

Complete the "Complainant Information" section by completing the following fields:

  • Complainant Information


Step #7

Click "Create Report" to save your progress.


Step #8

Complete the "Quality Assurance Assessment" by completing the following fields:

  • Date Received by QA
  • Complaint Category
  • Investigation Needed?
  • Product Returned
  • Retention Sample Examined?
  • Immediate Action
  • Department
  • Impact
  • Investigation
  • Root Cause
  • Trend
  • Action / Corrections Made


Step #9

Approve "Quality Assurance Assessment" section.


Step #10

Complete the "Final Approval" section by completing the following fields:

  • CAPA Needed?
  • Reply Sent to Complainant?
  • Part Replaced?
  • Comments / Notes

Step #11

Approve "Final Approval" section.


Step #12

Click "Save and Close"


Step #13

Click here to download a PDF of your report.