Completing Services

Completing Services

In order to stay on top of your client-service interactions, you need to log when Services are fulfilled in order to know when they will be due next. The following steps will walk you through marking a Service complete for a Record.

  1. Open or create an Action on the Record that the Service was completed for. Ideally this will be an Action related to how the Service was fulfilled, though it does not need to be.
  2. Click Edit on the Action.
  3. Select one or more Services from the Service Monitor box on the lower-right section of the Edit Action window.
    • If the Service Monitor box is not present, try clicking the Detailed tab on the right side of the Edit Action window.
    • If it still does not appear, double-check that the Record you are working in has a Service Level applied.
  4. If necessary, adjust the date the Service was completed. This date, along with the Service’s frequency and interval, will be used calculate the next due date for the Service.
  5. Click Save and Close on the Action.

You can navigate to the Profile > Service Monitors section of the Record to verify the next due date of the Service has been changed to the next interval.

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