Templates
Complaints Root Cause Analysis
Operational complaints root-cause workbook with outcome, timeliness and trend analysis for management information and Consumer Duty learning.
There is a newer version of this template
The Complaints MI and DISP board report pack joins root cause analysis to the complaints log and an action log, and adds deadlines, outcomes and redress, a quarterly MI dashboard, a return helper, a board report and response letters. Start there. This older template stays available for now.
XLSXcomplaints • root cause analysis • DISP
What's inside
- •Dashboard calculates complaint volumes, status, outcomes, average resolution time and redress from the live log.
- •Complaints Log captures product, issue, root cause, uphold decision, FOS referral and ownership in a filterable table.
- •Root-cause and outcome fields support recurring-theme analysis and management action.
See inside
Complaints root-cause dashboard (illustrative example data) · 1 of 3
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