Client Services Salesforce

Recording Engagement Strikes

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To ensure our clients' are consistently engaging in the services we offer, we need to track occasions in which they do not participate or show up. One of our criteria for being able to move forward in the program is consistent engagement, so it's a key item to document.

This article describes how to document an Engagement Strike on a client's profile. To document an Incident, click here.

1. From the Client's Contact Record, click the Arrow symbol by Incidents.

2. Click New.

3. Select Engagement Strike.

4. Click Next.

5. Enter a brie fSubject to title the Engagement Strike.

6. Select Incident Date and Time.

7. Select theIncident Type.

8. Select the correct Notice #.

9. Type the Engagement Strike Description, ensuring you include the who, what, where, when, why, and how of the Strike.

10. Click Save.

You can view the Last Infraction Notice # entered behind the Infraction creation on the right.

The Engagement Strike has been created and can be found in the Incidents list.

Dude! You're done! Way to document!

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