Intervention Management
Turning a risk into a plan somebody owns. A playbook fills in the steps.
Where to find it
- Module: CRM
- Group: Service & Engagement
- Section: Engagement & Retention
- Screen: Intervention Management
Address in the console: /crm/interventions
Read-only list · 10 columns · 1 action
This list is read-only: its records are written by the work that produces them. A correction, where one is possible at all, is made where the record was created.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Intervention | Code | intervention_no |
| About | Code | subject_label |
| Trigger | Status | trigger_type |
| Objective | Text | objective |
| Owner | Text | owner_name |
| Done | Number | steps_done |
| Steps | Number | steps |
| Due | Date and time | due_at |
| Priority | Status | priority |
| Status | Status | status |
What can be corrected
The fields offered when an existing record is edited. Whether the button appears at all is decided per record — see What may be changed.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Objective | Text | ||
| Priority | Choice | low, medium, high, urgent | |
| Due | Date and time | ||
| Notes | Long text |
What you can do here
Close primary
Close the intervention
Asks for: Outcome* Notes
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.