Skip to content
English
Contact Us
  • There are no suggestions because the search field is empty.

Understanding the Interactions Ledger

Overview

The Interactions Ledger is a single, unified timeline of everything that has happened at a location. Every call made to a customer, every notice sent, every pitcher filter kit dropped off — it all lives in one place. This gives your team a complete audit trail for each location and makes it easy to document the activities that LCRI compliance depends on.

 

Getting to the Interactions Ledger

There are two ways to access interactions for a location.

From the Location Details page:
The bottom right of the Location Details page shows a widget with the five most recent interactions at that location. From here you can log a new interaction quickly or click through to the full ledger.

From the Interactions tab:
Click Interactions at the top of the Location Details page to open the complete ledger. This is the full list of every activity logged at that location, sorted by date.

What gets tracked

The ledger captures three types of activity:

  • Customer contact — calls, emails, texts, meetings, and home visits
  • Written notices and letters — pre-replacement notices, flushing instructions, right of entry forms, sample kit notices, water sample results
  • Package material deliveries — pitcher filters, filter cartridges, water sample kits

If your system uses 120Water's communications module to send letters, those automatically appear in the ledger. No manual entry needed.

Logging an interaction

  1. Open a location and go to the Interactions tab (or use the widget on Location Details).
  2. Click Add Interaction.
  3. Select a Category (Customer Contacted, Written Notices / Letters, or Package Material Delivery).
  4. Fill in the interaction type, date, and action status. For example: Package Material Delivery, Water Sample Kit, Handed to Customer.
  5. Click Save. The interaction appears in the ledger immediately.

Filtering the ledger

Use the quick filters at the top of the ledger to view interactions by category. Switch between Customer Contacted, Written Notices / Letters, and Package Material Delivery, or select All Interactions to see the full timeline.

Importing interactions in bulk

If your team has been logging activity outside of 120Water — say, a spreadsheet of pitcher filter deliveries across a street or neighborhood — you can import those records in bulk using a CSV file. This keeps your audit trail complete without manual entry for every location.

Why this matters

LCRI requires water systems to document contact attempts, notice delivery, physical goods distribution, and replacement activities for every service line. The Interactions Ledger is how you build that record. Every entry is timestamped and logged against a specific location, so when it comes time to demonstrate compliance, the history is already there.