How Activities Update the SLM
Updating the SLM with your activities follows a sequence:
- Enter an Activity that matches a Touch Type
- The Touch Status of the matching Touch Type will be marked as Scheduled, for the date of the matching activity.
- Complete the activity, and mark it complete in G5.
- The SLM updates the Next Touch Date from the date the activity was marked complete.
Each of these will be explained in detail below.
Enter an Activity that matches a Touch Type
Whenever you create a Task or Schedule Item, if it matches a Touch Type, it will have a checkbox that lets you designate that activity to update the SLM.
Checking the box will update that Touch Type in the SLM. Unchecking it will prevent it from updating the SLM.
Each activity can only update the SLM Touch Types that match the checkboxes in that activity.
The default Touch Types and which activities match with them are:
The Touch Status of the matching Touch Type will be marked as Scheduled
On each household, each Touch Type in the SLM keeps track of a Touch Status. This is either Scheduled or Unscheduled.
When there is no uncompleted activity in a household that corresponds with a Touch Type, its status will be Unscheduled.
When there IS such an activity, the Touch Type’s status will be Scheduled, and show the date of that activity.
You can check this either in the Service Model card in the Summary tab of a household:
Or in the SLM Itself:
Complete the activity, and mark it complete in G5.
When you finish an event, meeting, or phone call, mark the corresponding activity in G5 complete.
This informs the SLM that the Touch Type has been satisfied.
The SLM updates the Next Touch Date from the date the activity was marked complete.
Once the activity is marked complete, the SLM will immediately calculate the new Next Touch Date, based on the service level of that household.
Each service level specifies a certain interval for each Touch Type. This is the number of days the SLM will set the next touch date from the date the activity was completed.
Once the new Next Touch Date is calculated, the SLM will return that Touch Type to a status of Unscheduled, until a new activity is created that matches that Touch Type.
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