ePACT For Organizations

Organization vs Group Admin Permissions
An Organization Administrator can:   Access and view ALL records for the organization Edit incorrect info like email address, division, or name spelling ...
Mon, 13 Jan, 2025 at 3:24 PM
How do I reset a member on the ePACT dashboard?
Please Note: Resetting a member who has a submitted record will DELETE the record from your dashboard. Clicking Reset Member allows you to switch a memb...
Mon, 23 Dec, 2024 at 4:07 PM
How can I delete a shared file that has been uploaded to a member's record?
In order to delete a shared file that has been uploaded to a member's record by your organization, please follow the steps outlined below: 1) Click ...
Wed, 18 Dec, 2024 at 12:05 PM
Phone Numbers for Voice and Text Communications
ePACT's Communication Tools allow our organizations and communities to reach their members and residents as quickly as possible. If you've shared yo...
Mon, 13 Jan, 2025 at 3:26 PM
What if there is a contentious family issue and I need to create 2 records for one child?
ePACT prompts parents or legal guardians to add the other(s) on step 3 Family Info, and asks them if they are at the same address. If they indicate "No...
Mon, 13 Jan, 2025 at 3:40 PM
Can I filter members by their group start date?
Yes, you can filter for members in a group with a particular start date. In fact, you can filter by Group Start Date, and Date Submitted and/or Date Downloa...
Mon, 23 Dec, 2024 at 4:05 PM
How do I enable and schedule auto-reconfirms?
Our automated reconfirms will automatically send a reconfirmation request to anyone who you would like to have review their information. For these members, ...
Wed, 15 Jan, 2025 at 9:13 AM
How do I enable and schedule auto-reminders?
Auto-reminders make it even easier and faster for you to collect emergency information and waivers from your members. Enable auto-reminders at anytime to re...
Wed, 15 Jan, 2025 at 10:08 AM
How can we add baseline assessments to ePACT records?
You can add baseline and SCAT baseline assessments in two ways: 1. The parent attaches it - this means both you and the parent can view it. Instructions ...
Wed, 15 Jan, 2025 at 11:21 AM
How do I fix undelivered emails?
The Updates & Reports box will alert you if there are any undelivered email invitations or reminders.  1. Click View to filter which members have un...
Tue, 31 Dec, 2024 at 1:29 PM