The Outfitter Documentation Log is a tool designed to help RXMs track their interactions with Outfitters: on the sales floor, during Monthly Outfitting Card Reviews, during informal check-ins, and more.
It is created in Google Forms. This gives the RXM, Team Leaders, and Owner/OP access to the response form from any device. The RXM and OP/Owner can then securely access the form responses.
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By the end of each day, the RXM and/or Team Leaders fill out the Outfitter Documentation Log for each notable Outfitter interaction, both positive and constructive, particularly noting any necessary follow-up.
Each week, the RXM and OP/Owner ensure that all follow-up tasks are completed or scheduled for future action.
In preparation for each Outfitter's Monthly Outfitting Card Review, the RXM looks through the Outfitter Documentation Log for any trends or interactions worth discussing.