When you log into the ePACT App for the first time, you will be prompted to update your records. Thereafter, you will be prompted to update records if 7 days have passed since you last updated the information in the App.


Updating Member records is critical, in that it ensure the most up-to-date information is brought into the App and will allow you to access your members' information offline. 

 

Please note that you can only view records with a green square as this means they have completed and shared their record with you. If there is an orange or red square, please log in on your computer and send a reminder to those members.


You can choose to Update Member Records at any time: 


1.Click on the three horizontal lines in the top right-hand corner and select Update member records 2. You can either Update All Records if you are affiliated with multiple dashboards, or select individual dashboards if you don't want to update all of them at once. 3. Once complete, a notification will appear