Family Dashboard

#Enterprise Families, Dashboard

Updated over a week ago

The Family Dashboard will give you information about the family, it's composition and Program history, as well as work that was recently done with the family.

Default ETO Parts for Family Dashboards

  • Family Information

  • Recent Efforts

  • Recent Assessments

  • Recent TouchPoints

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 Family Dashboards

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

  • Action Links

  • Custom Page

  • ETO Insight

  • Family Information

  • My Caseload

  • Recent Assessments

  • Recent Disbursements

  • Recent Efforts

  • Recent Referrals

  • Recent TouchPoints

  • Report

  • Search

Check the box(es) for the desired part(s), determine the zone it should appear in from the drop-down menu, 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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