In order to view, edit, or take a new TouchPoint through View Participant TouchPoints, please follow the steps below:

  1. Go to the navigation bar on the right side of the page.
  2. Click on TouchPoints to expand a list of options.
  3. Click on View Participant TouchPoints.
  4. Type in the participant's last name in the search bar. You can also do a blank search.
  5. Click Search.
  6. Click on the name of the participant. This will bring you to the Review TouchPoints page.
  7. Expand the TouchPoint type in which you would like to view, edit, or take a new TouchPoint.

Click here for more information on viewing, editing, and taking TouchPoints.

Please contact customer support if you need more information or additional assistance.

Did this answer your question?