The User Touches plugin tracks how frequently users interact
with a loan file by recording when the file is opened and saved. This
functionality provides insight into how much time various roles—such as Loan
Officers, Loan Processors, and Underwriters—spend working on each loan.
This data can be used to:
- Monitor
workload distribution
- Improve
process efficiency
- Build
dashboards and reports
- Track
user engagement by persona or group
Activation
To turn this tool on:
1. Log in to Encompass® as a Super Admin.
2. Open LTK PowerTools™ from the Encompass® menu and click Settings.
3. Go to the PowerTools™ Free tab.
4. Turn on the User Touches by clicking On.
Note: After activation of the Tool, be sure to wait for the
prompt stating that the download is complete prior to continuing.
5. Ensure a license number populated and restart Encompass®.
How to Access It
Once installed, a new form called Admin – User Touches
Plugin will be available.
This form displays key metrics, including:
- Total
number of touches
- User IDs
associated with each touch
- Hours
spent per user or persona
- All-user
touches
- Unassigned
user touches
Setup and Configuration
- On the
Admin Form click Manage Settings to configure how user touches are
tracked.
- In
the Count Users with Personas section:
- Click Add
to create a new entry for each
persona or group you want to track. To edit an existing entry, use Edit 
.
- Select
the applicable personas on the left (e.g., Loan Processor)
- Use
the right-hand section to track users without a defined persona
- At the
bottom of the form, select the custom fields will store the data at the
bottom of the form. Administrators can:
- Use
the fields provided by the plugin
- Or
create custom fields as needed
Each metric type (e.g., touch count, user hours) requires a
specific field type. The form will guide administrators on what’s needed.
Although the form is preconfigured with fields for Loan
Officers, Loan Processors, and Underwriters, additional custom fields can be
created to track other roles such as Closers, Funders, and Quality Control.
The Check User Fields button displays where a specific
user’s touches will be recorded, allowing administrators to confirm that
tracking rules are configured as expected.
Installed Components
- Custom
Form: Admin – User Touches Plugin
- Codebase
Assemblies: UserTouchesCodeBase.dll
- Custom
Data Objects:
- UserTouchesPluginLicenseKey.txt
- UserTouchesPluginSettings.xml
- Plugins:
UserTouchesPlugin.dll
Custom Fields Created:
Fields: | Description | Format/Type | Max Length |
CX.TOUCHES.ALL.COUNT | User Touches
- Total Count | Integer | N/A |
CX.TOUCHES.ALL.HOURS | User Touches
- Total Hours | Decimal 2 | N/A |
CX.TOUCHES.ALL.USERHOURS | User Touches
- All User-Hours - One User Per Line | String | 6000 |
CX.TOUCHES.LO | User Touches
– LO Counter | Integer | N/A |
CX.TOUCHES.LO.HOURS | User Touches
– LO Hours | Decimal 2 | N/A |
CX.TOUCHES.LO.USERHOURS | User Touches
– LO User Hours – One User per line | String | 1000 |
CX.TOUCHES.LP | User Touches
– LP Counter | Integer | N/A |
CX.TOUCHES.LP.HOURS | User Touches
– LP Hours | Decimal 2 | N/A |
CX.TOUCHES.LP.USERHOURS | User Touches
– LP User Hours – One User per line | String | 1000 |
CX.TOUCHES.UW | User Touches
– UW Counter | Integer | N/A |
CX.TOUCHES.UW.HOURS | User Touches
– UW Hours | Decimal 2 | N/A |
CX.TOUCHES.UW.USERHOURS | User Touches
– UW User Hours – One User per line | String | 1000 |
CX.TOUCHES.UNASS.CNT | User Touches
- Unassigned User Counter | Integer | N/A |
CX.TOUCHES.UNASS.HOURS | User Touches
- Unassigned Users Hours | Decimal 2 | N/A |
CX.TOUCHES.UNASS.USERHOURS | User Touches
- Unassigned User-Hours - One User Per Line | String | 4000 |
CX.TOUCHES.UNASS.USERS | User Touches
- List of Unassigned User IDs | String | 1000 |