Record management
I've seen a fair bit of debate about how local authorities record their discussions with residents through their social media channels. Here is how I'm currently doing it. I don't claim that its perfect.
We use an Access database to record our interactions with our residents, its called Capture. If you phone, email, write or fax my department then our Customer Service Team take your details and create a record so that your request or enquiry is recorded as is our staff's response. If you have previously contacted us then any further contact will be logged against your record. This was being put into place when we first started using our social media channels so it made sense to use the same method to record them.
Here is an example of how it works. A customer tweets us to alert us to an issue with fly tipping on their street.
- The staff member monitoring the account when the request comes in replies to the customers tweet saying that this will be passed to the team to investigate.
- The staff member then emails the customers tweet/request to the Customer Service Team. Included in the email should be the customer's username and real name if given.
- The Customer Service Team either create a new record if this is the first time the customer has contacted us or logs this request to the already existing record.
- The request is assigned on Capture to the correct team to deal with, in this case our Environmental Wardens. An email is automatically generated which goes straight to the team giving details of the request. The team now have 10 working days to respond to the customer. When the request nears it expiry date the team will recieve another reminder email.
- The Environmental Wardens recieve the request in their inbox and carry out an investigation.
- Once the Wardens have completed their investigation they send their response to the customer by email to the Twitter account managers CCing in the Customer Service Team.
- The Customer Service Team close off the customer's enquiry on Capture and record the response from the Wardens.
- The Twitter account manager tweets the customer with the Environmental Wardens response.
This is the basic process by which our social media conversations are recorded. We didn't have to create a seperate process to log them as we already had a process for other media. I've raced through this but if you have any questions I'd be more than happy to answer them.

