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Recording Multiple Participant TouchPoints


Updated over a week ago

TouchPoints recorded for multiple Participants are used when a group of Participants meets for an activity once and does not meet again with the same membership. This is ideal for drop-in workshop attendance, support groups, and other similar activities.


Step 1 – Click "TouchPoints" on the Navigation Bar.

Step 2 – Select Record TouchPoint.

Step 3 – In the drop-down menu, select the TouchPoint you wish to record.

Step 4 – Check the box next to each of the subjects you wish to record the TouchPoint for.

Step 5 – Click Continue.

Step 6 – Be sure to record the date at the top of the TouchPoint.

Step 7 – To the left of the TouchPoint, you will see the list of names you selected. By default, the "All" tab will be selected.

  • To speed up data entry, you can enter information that applies to all subjects you selected in the All tab.

  • It is expected for the All tab to appear blank when you return to it; the information you recorded here will still appear on the individual tabs.

Note: Filling in data from the ALL tab populates the same responses to each individual tab. The individual responses can be changed person to person by selecting the appropriate Participant's tab. Questions with the two heads icon must have the same answer for all Participants and can only be completed from the All tab.

Step 8 – Select each tab individually to record subject specific information for each one.

Step 9 – Once you have completed the TouchPoint, click Save.

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