ePACT For Organizations

Manually Archiving Records (Inactive programs)
PLEASE NOTE THAT YOU SHOULD ARCHIVE RECORDS FOR ANY WAIVER CHANGES. IF YOU HAVE PURCHASED AUTO-ARCHIVING, YOU DO NOT NEED TO MANUALLY ARCHIVE RECORDS. ...
Thu, 14 Jan, 2021 at 2:15 PM
FAQ: How do filter for and print specific shared files like immunization records or third party waivers?
Organizations occasionally need to collect information on specific state or provincial forms like immunization records. As well, they may also require third...
Fri, 8 Nov, 2019 at 2:15 PM
FAQ: How do I create a Pick-Up List report?
Advanced Reporting that will allow you to create Pick-Up Lists reports in a spreadsheet format. These can be useful if you need to collect signatures, or if...
Fri, 8 Nov, 2019 at 2:16 PM
How do I use the Account Activity Log? What is the Account Activity Log exactly?
The Account Activity Log will track any activity in your account for 50+ members.  FOR ANY ACTIONS INVOLVING MORE THAN 50 USERS, YOU WILL RECEIVE AN EMA...
Fri, 8 Nov, 2019 at 2:38 PM
Emergency Contact Relationship Manager
You can now collect information about your members' emergency contacts relationships. When activated, on Step 4- Emergency Contacts, right beneath ...
Fri, 8 Nov, 2019 at 2:39 PM
Why am I getting emails about sending reminders? Why am I getting emails about my actions?
In order to quickly perform many tasks, ePACT runs them in the background. Once these actions are completed, you will receive an alert to let you know th...
Fri, 8 Nov, 2019 at 2:53 PM
What is "Updates & Reports"?
The Updates and Reports section can be found on the top-right side of your organization's dashboard.   Here’s a quick overview of the functionalit...
Fri, 8 Nov, 2019 at 3:07 PM
How do I print all of the emergency records?
To print all completed emergency records, follow these steps: For instructions to print all uploaded files, please click HERE.    Click Select All ...
Fri, 8 Nov, 2019 at 3:10 PM
How do I know if a group or other org admin has accepted their invitation?
You can check the status by clicking on the Administrator tab. There are 2 columns: Pending & Connected. If they have a "0" in Pending and a n...
Fri, 8 Nov, 2019 at 3:40 PM
How many waivers can I add?
Currently, there is an unlimited amount of waivers that can be added. Contact your Account Manager for more details. Please note that waivers can have a c...
Fri, 8 Nov, 2019 at 3:41 PM