When you first create your TrackPath account, you may be required to backfill the occurrences for the associates that you manage or supervise. This is an important step to make sure your data is correct and up to date.

Once you’ve logged in and filled in your account details, you’ll be shown a screen to Add occurrences for each associate. This screen shows a list of the associates that you manage or supervise. The first associate in the list will be selected.

If this associate doesn’t have any active occurrences, you can select the action to Mark as complete. This will mark the associate as completed, and then you can move on to the next associate.

If this associate has active occurrences, select the Add occurrence action, and then select the occurrence you’d like to add.

Once you’ve added the occurrence, you’ll be prompted to select the date that the occurrence took place. You can select dates as far back as one year.

If this has more occurrences, repeat the steps above until all occurrences have been added. If this associate doesn’t have any more occurrences, you can select the action to Mark as complete.

When you mark an associate as complete, you will see a confirmation of the occurrences that you’ve added. The level of Progressive Counseling will be automatically selected, but it is important that you verify that this is the correct level. Once you’ve reviewed the information, click Submit.

You will need to repeat these steps for all associates that you manage in TrackPath. This is a very crucial step to ensure that TrackPath is operating with accurate and up-to-date information.

If you have any questions about this process, please email us at [email protected]