Group Dashboards give you information about a group's members and the recent work that has been done with the group.

Default ETO Parts for Group Dashboards

  • Group Information
  • Group Participants
  • Recent Efforts
  • Recent Assessments
  • Action Links

Click the Edit Dashboard button to rearrange the ETO Parts within the 5 available zones (top, left, middle, right, and bottom) or add additional parts.

Additional ETO Parts for Group Dashboards

Click the Add ETO Parts button to access the catalog, which includes the following ETO Parts:

  • Action Links
  • Custom Page
  • Group Information
  • Group Participants
  • My Caseload
  • Query Wizard ETO Part
  • Recent Assessments
  • Recent Disbursements
  • Recent Efforts
  • Recent Participants/Entities
  • Recent Referrals
  • Recent TouchPoints
  • Report
  • Search
  • SharePoint List

Check the box or boxes for the desired part(s), determine the zone it should appear in from the drop-down, and click the Add button. Note that the same part can be added more than once. Each part can also be disabled, minimized, and the banner message can be edited once it is added. Click the Reset to Default button to return to the original configuration containing the ETO Parts listed above.

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