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Complaint Investigation Form Document Template

Internal document used to record the investigation process of a customer complaint.

Complaint Investigation Form

Purpose: This internal form is used to document the investigation and resolution process of a customer complaint. It helps ensure consistent handling and resolution of complaints, providing a structured approach for internal tracking and auditing purposes.

Customer Information

  • Customer Name: {customerName}
  • Contact Info: {contactInfo}
  • Customer ID: {customerId}
  • Date Complaint Received: {dateReceived}

Complaint Details

  • Complaint ID: {complaintId}
  • Received By: {receivedBy}
  • Channel (email, phone, etc.): {channel}
  • Complaint Summary:
    {complaintSummary}

Investigation Process

  • Assigned Investigator: {investigatorName}
  • Start Date of Investigation: {investigationStartDate}
  • End Date of Investigation: {investigationEndDate}

Steps Taken During Investigation:

{#investigationSteps}

  • {stepDescription}

{/investigationSteps}

Related Departments Involved

{#departments}

  • {departmentName}

{/departments}

Findings

Summary of Investigation Findings:
{investigationFindings}

Resolution

  • Resolution Provided:
    {resolutionProvided}
  • Date of Resolution: {resolutionDate}
  • Was Customer Notified?: {customerNotified}
  • Notified By: {notifiedBy}

Follow-up Actions

{#followupActions}

  • {actionType}: {actionDetails} (Responsible: {responsiblePerson}, Due: {dueDate})

{/followupActions}

Supporting Documents

{#attachments}

  • {documentName} - {fileReference}

{/attachments}

Investigation Team

Name Role Department
{#teamMembers}{name}{role}{department}{/teamMembers}

Approval

  • Reviewed By: {reviewedBy}
  • Approval Date: {approvalDate}
  • Comments: {comments}

End of Complaint Investigation Form

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

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Use Cases

Automate Complaint Investigation Form Using Forms

collect customer complaint investigation data via secure web form
record internal investigation findings using prefilled form
standardize complaint resolution documentation with smart form templates
enable customer service reps to fill complaint investigation form on mobile
streamline complaint intake and investigation with shareable forms

Generate Complaint Investigation Form Using APIs

auto-generate complaint investigation form from CRM system via API
trigger complaint documentation form from support ticket system
generate PDF complaint investigation report through API after case closure
populate complaint investigation form via API using case ID
integrate complaint tracking API to auto-fill investigation details

Integrations / Automations

auto-generate complaint investigation form from Zendesk ticket using Zapier
create investigation report when Google Form complaint is submitted
send completed complaint investigation form to Dropbox via Make
trigger complaint form generation from Slack command using Zapier
generate customer complaint investigation form from Salesforce case data

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