SCRAM TouchPoint

TouchPoint Officer Notifications

With TouchPoint Officer Notifications, you may set up email and text notifications to alert you when the client completes a specific action on their TouchPoint mobile app. These actions include:

  • Check-In Pending Review
  • Electronic Signature Completed
  • Location Services Disabled
  • Location Verification Pending Review
  • New Document
  • New Message

Caseload Setup

  1. On the Optix Dashboard, locate the TouchPoint tile and select the Go To TouchPoint button.
Optix Dashboard TouchPoint Tile – click to enlarge
  1. Select the Admin button and then the Manage Caseloads option from the dropdown menu.
Admin Manage Caseload Dropdown Menu – click to enlarge
  1. Select the TouchPoint Caseload for which you wish to enable Officer Notifications.
Manage Caseloads Page – click to enlarge
  1. On the Caseload Detail page, locate the “TouchPoint Settings” under the Monitoring Services section and select the View Settings hyperlink.
TouchPoint Caseload Detail Page – click to enlarge
  1. To enable the “Officer Notifications” in the Optional Services section, select the Edit hyperlink.
Edit TouchPoint Caseload – click to enlarge
  1. Select the checkbox next to Officer Notifications.
  2. Select the events for which you want automated notifications for the entire caseload.
  3. Save the selections by selecting the Save Changes button.
Select Officer Notifications Options – click to enlarge

Officer Notifications are now enabled for your TouchPoint Caseload.

Caseload Officer Notifications Enabled – click to enlarge

Once enabled at the Caseload level, users may then switch on notifications by adding their preferred notification methods and schedules.

Navigate to the My Profile page.

  1. Locate and select the Manage Notifications hyperlink for the TouchPoint Caseload.
User Profile page TouchPoint Caseload Manage Notifications – click to enlarge
  1. Select the +Add Notification Method button.
+Add Notification Method – click to enlarge
  1. Enter the details for the notification method. In the Schedule Options section, select the Custom option to customize the timeframe for which you wish to receive electronic notification, or leave it at the default of 24×7.
  2. Select the Add Notification Method button to save the notification method.
Notification Details – click to enlarge

Once saved, the user’s Manage Notifications page will display the notification method as “Awaiting Validation,” and a validation email or text message will be sent using the notification method entered.

Awaiting Validation Officer Notification Method – click to enlarge

Once received, follow the email or text instructions to validate the delivery method.

Refresh the Manage Notifications page, and the notification status will update to “Active.”

Active Officer Notification Method – click to enlarge

In the Options column, use the hyperlinks to edit, deactivate, or delete the notification method. Additionally, you may select the “More Options” button and edit the notification method, or send a test email or text message.