Is there a way to make the services assigned to a service level contingent upon each other, so that when one service is completed there is a selected frequency established between services where the 'next service due' will automatically update with the next due date based on the previous service being completed.
Basically, I'm looking for a
dynamic system update so that if any one service gets completed outside of the
service monitor prompt, the due dates of all services deemed as 'contingent services' within a service level package will automatically update. Those not deemed as 'contingent services' will remain fixed with their assigned due dates (Birthday reach outs for example is a non-contingent service where the due date would never change). Thinking you could have a
build that first determines if the service within the service level package has a contingency
on another service (Y/N), if yes what time frame (Xmonths) from what service.
EX:
Service 1 = required due date,
service 2 = due date 6 months from due date of service 1, service 3 = due date 3 months from due date of service 1.
The issue I’m finding is the due dates of all services within a service level package are separate from one another, meaning if I program the system to have a
specific due date for an annual meeting that is 6 months apart from an investment review, if the annual meeting is completed outside of this scheduled
due date, the investment review doesn’t automatically update to 6months from
the completion of the annual review. Rather it keeps the due date from the last
investment review service, which could unintentionally end up being the same due date as the annual review service.