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Your account must be enabled for location tracking for these instructions to work. Contact your SCRAM Systems Account Representative if you are interested in activating this service. |
To Set Up Location Tracking at the Caseload Level:
- On the Optix Dashboard, select Go to TouchPoint.
- From the TouchPoint Check-In page, select the Admin dropdown menu, and choose Manage Caseloads.
- Select the Add a New Caseload button to create a new caseload or select an existing caseload to add this feature.
- When adding a new Caseload or editing an existing Caseload, in the Monitoring Services section, select the checkbox next to the Location Tracking option located in the Caseload Services section.
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When selecting the Caseload Services, Location Verification and Location Tracking cannot be enabled simultaneously. |
- To finish, select the Save TouchPoint Changes button.
- Once saved, the Caseload Detail page will display the enabled services.
Enabling Location Tracking for Clients
- Once your Caseload is enabled for Location Tracking, you may enable this service for clients on their Client Profile page. For existing clients, on the Optix Clients page, select their name hyperlink.
- In the Monitoring Services section, select the Edit hyperlink to the right of the Location Tracking monitoring service.
- Select the Enable button and then set the frequency – “how often” you want the client’s smartphone to provide a location point.
- Select the Save button.
Once saved, a pop-up verifying the Location Tracking setting was successfully enabled for the client will display on the page.
Accessing the Location Tracking Information
The Location Tracking information may be accessed by selecting that hyperlink on the Client Profile page.
On the Location Tracking pop-up window:
- The client’s last known location is displayed.
- The “From” and “To” calendar and time fields allow you to customize the location information displayed on the pop-up. You are limited to a seven-day selection.
- Select a specific date and time from the list to bring that location point into focus on the map.
- Hover over the location point on the map to view the location’s details. This includes the location’s address, status, phone battery strength, and user name assigned to the client.
Pursuit Mode Feature
In some scenarios, real-time tracking of a client may be needed. “Pursuit Mode” temporarily overrides the saved location frequency for the client and updates the frequency to one location point every minute. The system will continue to gather a location point every minute for a total duration of 15 minutes or until manually ended by selecting the Stop Pursuit Mode option.
As the location information is received, the map and location data are updated in real-time on the pop-up.
