Feature of the Month: Archiving

For many organizations, managing paper forms unfortunately doesn’t stop when a camp or program comes to an end. Often, you’re required to keep members’ information on file for years to meet specific legal requirements, and reduce risk and liabilities for your organization.

But storing paper medical forms, consents, and waivers can be extremely cumbersome, housing boxes and filing cabinets full of files in your facilities. Additional processes are also required to sort and manage – and eventually properly dispose of – this private data.

If ever there is a legal, insurance or other need to go back and locate files and information, excessive time is taken away from administrator’s other duties as they wade through years of forms. Worse, ensuring personal medical and contact information is stored safely and securely can be difficult when housed in boxes or filing cabinets that may be tough to restrict access, could be damaged in floods or fires, or may be accidentally moved or misplaced.

This is why we’re so excited to introduce ePACT’s new Archiving feature, designed to help your organization manage health and emergency information easily, for as long as you need to. Archiving works in conjunction with your existing ePACT account, allowing you to archive forms, and store them securely in ePACT’s cloud-based system, no matter the length of time required.

How Archiving Works

Add the Archiving feature to your ePACT account so that you can start saving records right away
Search for specific records by Member ID, First or Last Name, Date Range, or even by Group Name to find the information you are looking for quickly and easily
See all applicable results in a single dashboard that allows you to view general details, and choose to view all archived records for a member
Download applicable attachments that belong to any member archive for audits, reporting, or any other requirement

Archiving Feature in ePACT

Here’s a quick look at ePACT’s Archiving feature and how it allows administrative staff to easily search for member records, and view multiple versions of that record as needed.

Archiving administrator dashboard — Once Archiving is activated for an organization, the administration dashboard will show a link to Member Archives (top right under Updates & Reports).

Archiving search records — Administrators can search for member records by Member ID, First or Last Name, Date Range, or Group Name.

archiving search with results — View the results of a search easily within a single dashboard, and choose to View all member archive records.

archiving archived member records — Once a member record is selected, individual archived records can be viewed, and any attached files can be downloaded as a zip file.

If you’re an existing customer and would like to have this feature activated on your organization’s account, please reach out to your ePACT Account Manager today. Or if you would like to see how your organization can use the Archiving feature with ePACT, contact our Sales Team for a free demo or to request more information.

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