Complaints and feedback mechanism

Organisation plan

Give every case an owner, deadline and accountable resolution

Receive feedback through public or staff-assisted channels, classify and route it, manage resolution under separation of duties, verify corrective action and preserve a complete case history.

A CFM case queue with SLA timers and a case timeline
CHS / AAP
Supports accountability to affected populations
SLA
Deadlines set by classification, updated live
Two-person
Separation of duties on every resolution
Appeal
People can challenge a closed case

Accountability to affected populations is rarely optional. The Core Humanitarian Standard and most donor agreements expect a working feedback and complaints mechanism, with evidence that grievances are logged, handled within a deadline, resolved by someone other than the person who received them, and open to challenge. A spreadsheet and good intentions rarely survive an audit.

FlexiSurvey makes the complaints and feedback mechanism a proper system: feedback arrives through a public form or is opened as a case by staff, a classification matrix sets the right deadline, routing rules assign and escalate, and a self-updating SLA indicator keeps every deadline visible. Resolution is governed, separation of duties, verification before closure and a right of appeal, and aggregate metrics turn the queue into learning. The workflow can support an organisation's CHS or AAP-aligned procedure; using the software does not on its own create compliance. CFM is available on Organisation and Enterprise plans.

Receive feedback through the channel available

Create a public intake form, or let authorised staff register feedback received in person, by telephone, email or on paper. Link a case to a beneficiary or external reference only where appropriate and consented, with a single timeline that shows every response, case and consent event for that person, so context is never lost between staff.

  • Public intake form, or staff-registered cases for phone, in-person and paper feedback
  • Link a case to a beneficiary record where appropriate, with consent recorded
  • One timeline per person, with responses, cases and consent history together
  • Attach evidence with consent captured, shared through expiring signed links
A beneficiary record with linked cases, responses and consent

Apply consistent classification and response times

Map category, sensitivity and priority to the correct handling route and service deadline, so a safeguarding complaint and a request for information do not share a clock. Routing rules assign to the right team, escalate as a deadline approaches and notify the people who need to act, and you can dry-run any rule over recent cases before activating it.

  • Classification matrix
  • Routing and escalation rules
  • Deadline warnings and breach status
  • Dry-run testing before a rule is activated
Routing-rule editor with a live dry-run preview

Control resolution and closure

Separate case work, approval and verification where the operating procedure requires it. A caseworker proposes an outcome and a separate approver accepts or rejects it, a verifier confirms the corrective action genuinely happened before closure, and a beneficiary can lodge a formal appeal that reopens a closed case for fresh investigation.

  • Proposed resolution and independent approval
  • Corrective actions with owners and due dates
  • Verification before closure
  • Appeal or reconsideration workflow
A case moving through approval, verification and appeal states

Learn without exposing individual cases

Report volumes, categories, response times, resolution status and recurring themes using appropriate access and aggregation controls, so feedback drives programme change rather than only case closure. A grounded narrative can draft the plain-language summary for a report from the actual figures, never invented, as an Enterprise option.

  • Volumes, resolution rates and average time to resolve
  • Recurring themes across cases, under aggregation controls
  • A grounded accountability narrative drafted from the real numbers (Enterprise)
  • Export the case queue for an auditor, evaluator or donor
CFM metrics with resolution times and recurring themes

How it works

The typical flow from setup to output.

1

Receive

Feedback arrives through a public intake form or is opened as a case, then linked to a beneficiary record with consent.

2

Classify and route

Category and priority set the deadline, and routing rules assign, escalate and notify the right team.

3

Resolve and verify

A caseworker proposes the outcome, an approver signs off, and a verifier confirms the action before closure.

4

Learn and report

Metrics, recurring themes and a grounded narrative feed the accountability section of your report.

Review a sample CFM workflow

We will walk you through intake, classification and SLA routing, governed resolution with appeal, and the learning metrics, on a realistic case.

Talk to our team