Please read through the following Help Articles to help you gain a well-rounded understanding of the ePACT system. Bookmark this page so you can come back to it in the future if any more questions pop up!
Getting Started:
- How do I upload a list of my members?
- How do I add a member manually? Can you add this member for me?
- How do I manually add administrators to a dashboard?
- How do I add administrators using a spreadsheet upload?
Your Dashboard:
- What do the different "Status" indicators mean?
- What do the additional icons on a member's row mean?
- How do I edit my member's name, email or MemberID?
- How do I invite an administrator?
- What is "Updates & Reports"?
- What parameters can I use to search or filter members of my organization?
- How do I create a group? How do I add members to a group? How do I remove a group from my dashboard?
- I've received a paper form. How do I notify the system?
- How do I remove members from the system?
- How do I toggle back and forth between My Personal and My Admin Account?
Messaging:
- Sending a reconfirmation request to my members: How and Why?
Exporting and Printing:
- How do I print all of the emergency records?
- How do I print all of the uploaded files?
- How do I export a list or advanced report of my members?
Organization/Dashboard Settings:
- How do I enable and schedule auto-reminders?
- How do I enable and schedule auto-reconfirms?
- Creating and Deleting Waivers- How do I add, remove or change a waiver?
- How do I add, remove, or change a consent in my dashboard?
- Configuring Your Check-in/out Settings
Duplicates:
- For Admins - User Error Duplicates: How do I fix Duplicates Caused by User Error in ePACT?
ePACT Admin App:
- Getting Started: Download the App and the ePACT Admin App Guide
- Contactless Check in Check out
- Troubleshooting the ePACT Admin App
Family Use:
- Why am I not able to submit?
- I forgot my password. How do I reset it?
- How do I edit information after sharing it with an organization
If you are still having issues or questions about your Organization's use of ePACT as a whole, please reach out to your Customer Success Manager.
If you are still having technical issues, please use our Help Center which has an abundance or more helpful articles or reach out to ePACT Support - help@epactnetwork.com.