In ETO software, home pages are completely customizable, allowing your organization to create a unique starting point for your users that is both attractive and efficient. Authorized users can insert images, text, and links on a home page, making it an ideal place to list instructions, frequently used links, and/or customer support contacts for increased user convenience.

You can create a unique home page for every program on your site, though this is not required. Any program without a custom home page will display the site home page.

Please note that customized home pages can be copied and pasted, including HTML source code. This is a good time saving method if you have created a template that you want to use in multiple programs.

The editor used for customizing home pages in ETO is called the FCK Editor. This editor is common to many websites and was not developed by Social Solutions. We will not cover every tool/button in the editor. For more information on the FCK Editor, please refer to this guide: http://docs.cksource.com/FCKeditor_2.x/Users_Guide

In-Depth Instructions

To create a home page that displays across ALL programs on your site:

Step 1 – On the Quick Tabs at the top of the page, click Home.

Step 2 – Click the Site Home button.

Step 3 – Click the Edit Page link on the right.

Any changes that you make here will appear on all of your program home pages. Only Site Administrators have access to edit site-wide home pages.

To create a home page that is designed for a specific program on your site:

Step 1 – Select the program you wish to edit the home page for by clicking on the name of the program at the top of the page and selecting the program you wish to work with.

Step 2 – Make sure you are on the program home page by clicking the link at the top.

Step 3 – Click the Edit Page link on the right

Any changes you make here will only appear on the home page for the program that you are currently in.

Adding Links from the Navigation Bar to Program Home Pages:

Step 1 – Click here to find the link for the feature you wish to use.

Step 2 – Copy everything in the “Link” column.

  • If a link you need is not in the tables, please contact customer support and we will be happy to provide it to you.
  • To get a link to a crystal report, right click the link to the report and click on properties. Copy the address/URL.
  • Links to Custom Reports added to My Favorites can be copied and pasted directly into the 

Step 3 – Go to the home page and click Edit Page (program or site, see above).

Step 4 – Type the text you are attaching the link to. For example, ‘Click here to add a student.’

  • You can also add links to buttons, which Social Solutions recommends to avoid problems with font irregularities related to adding links. To use a button, right click a button in ETO (such as the Social Solutions logo at the bottom of the page). Copy the selected button and paste the button into the home page editor. Then, type ‘Click here to add a student" next to the button.

Step 5 – Highlight the text.

If using a button, click to highlight the button.

Step 6 – Click on the Hyperlink Manager icon in the tools menu. This is the icon that looks like the Earth with a chain link.

Step 7 – Insert the following information into the pop-up window:

  • URL: The link provided on the Link List
  • Target: Same Window
  • This opens links in the same window to avoid caching issues with ETO. Therefore, it is recommended as the best target choice.
  • Tooltip: Whatever you would like to see when you hold the mouse cursor over the link/image
  • Click OK

Step 8 – Click the Save button and then test your new link/button.

Adding Secure Images to Home Pages (TouchPoints)

Step 1 – Find the image you want to use and save it on your computer.

Step 2 – Create a general TouchPoint to hold the image or .pdf file.

  • Navigation Bar > Site Administration > Manage TouchPoints
  • Click the New TouchPoint button at the top of the page
  • Title the TouchPoint appropriately; examples: "Logo" or "Instruction Manual"
  • Save
  • Click the Add Question button
  • Add a File Attachment element
  • If the file is going to be an image, check the box next to "this is an image attachment" setting
  • Save
  • Manage security settings in the TouchPoint
  • Subject - General
  • Set Add/View/Edit/Delete Own and Others' Responses for Enterprise and/or Site Administrators only, across all programs and sites in the enterprise
  • Save

Step 3 – Upload the image/file:

  • Navigation Bar > TouchPoints > View General TouchPoints
  • Click the Take New TouchPoint button
  • Select the TouchPoint you just created in step 2
  • Click Select and then find the file you saved to your computer
  • Save

Step 4 – Get the image/file link:

  • Navigation Bar > TouchPoints > View General TouchPoints
  • Click the toggle (+/-) on your TouchPoint to see the response you just created in step 3
  • Click View
  • Right click the file/image and select "properties"
  • Copy the link displayed on this page
  • Paste the link into notepad until you are ready to insert it
  • When preparing to insert HTML, erase the "https://etosoftware.com" link at the beginning of the HTML code

Step 5 – Go to the home page by clicking the Home tab across the top.

Step 6 – Click the Edit Page link (either on the program or site level).

Step 7 – Click the Insert Image icon; it looks like a mountain with an orange sun.

Step 8 – In the Insert Image window, in the Image Src field, paste the URL you copied earlier (minus the https://etosoftware.com" part).

Step 9 – Click the OK button on the Insert Image window. Then click the Save button on the page editor.

This method is also a great for uploading documents, such as ETO user manuals that can be accessed through links on the home page. If you are uploading a document, do not check the "this is an image attachment" setting when creating your TouchPoint.

If you have a legacy version of ETO and do not have TouchPoints, you can do the same thing using assessments. Using assessments, there can be problems if you are trying to share a link with multiple sites, so the TouchPoint way is the best way if you have access to it.

Adding Secure Images to Home Pages (Assessments)

Step 1 – Find the image you want to use and save it on your computer.

Step 2 – Create a General Assessment

  • Navigation bar > Wizards > Assessment Wizard
  • Give the Assessment a name like "Image Attachment Assessment"
  • Select General from the Assessment Type drop-down
  • Click Continue
  • Select the File Attachment element type
  • Click Continue
  • Give the element any name
  • Check the box next to Image Attachment
  • Click Continue
  • Click OK on the pop-up

Step 3 – Upload the image/file.

  • Navigation Bar > Record Efforts > General Assessments
  • Click Take New Assessment
  • Select the Assessment you made in step 2 from the drop-down (if you only have one general assessment, it will automatically direct you into the general assessment you just created)
  • Click Continue
  • Click the Upload button
  • Click Browse
  • Find the image on your computer and click Open
  • Click Upload
  • Click Submit
  • Click OK on the submitted pop-up
  • Click Continue

Step 4 – Get the image/file link.

  • Navigation Bar > Record Efforts > General Assessments
  • Click the toggle (+/-) on your TouchPoint to see the response you just created in step 3
  • In the Take Action column, select Read-Only from the drop-down
  • Click the View/Edit button under the image
  • Right click on the file name in the pop-up window and select properties
  • Copy the URL by highlighting the whole URL and either pressing CTRL+C or right clicking the highlighted portion and choosing Copy
  • Close the box and return to your home page

Step 5 – Go to the home page by clicking the Home tab across the top

Step 6 – Click Edit Page (either on the program or site level)

Step 7 – Click the Insert Image icon; it looks like a mountain with an orange sun.

Step 8 – In the URL field, paste the URL you copied earlier.

Step 9 – Click the OK button on the Insert Image window. Then click Save on the home page.

Here is an example of one customer's terrific use of the page editor:

Click here to view the HTML source code for this particular home page.

To use this template on your site, click the Edit Page link and click the HTML button in the bottom left corner.

Paste the HTML code and save the home page. To edit the images, text, and links, click the Design link. To edit the color of the text or font, click the HTML button and replace the color codes in the template with your preferred color codes.

Quick-Reference Guide

To create a home page that displays across all programs on your site:

  1. Quick tabs > Home tab
  2. Click the Site Home button
  3. Click the Edit Page link

To create a home page that displays for a specific program on your site:

  1. At the top of the page, click on the program name
  2. Select the program you wish to create the home page for from the drop-down
  3. Click the Program Home button
  4. Click the Edit Page link

Adding links from the navigation bar to program home pages:

  1. Click here to find the link for the feature
  2. Copy everything in the "Link" column
  3. Go to the home page
  4. Click Edit page
  5. Type the text for the link OR copy/paste a button from ETO into the text box
  6. Highlight the text OR click the button to highlight it
  7. Click the Hyperlink Editor icon in the tools menu
  8. Insert the following information
  9. URL = copied from the link list
  10. Target = Same Window
  11. Click OK
  12. Click the Save button on the home page
  13. Test your new link/button

Adding secure images to home pages (TouchPoints)

  1. Save the image to your computer
  2. Create a general TouchPoint
  3. Navigation Bar > Site Administration > Manage TouchPoints
  4. New TouchPoint
  5. Title the TouchPoint
  6. Save
  7. Click the Add Question button
  8. Add a File Attachment element
  9. Save
  10. Manage security settings where Subject = General and add/view/edit/delete own and others' responses is set for enterprise and/or site admins only across ALL programs and sites
  11. Save
  12. Upload the image
  13. Navigation Bar > TouchPoints > View General TouchPoints
  14. Click the Take New TouchPoint button
  15. Select the TouchPoint you just created in step 2
  16. Click Select and then find the file you saved to your computer
  17. Save
  18. Get the image link
  19. Navigation Bar > TouchPoints > View General TouchPoints
  20. Click the toggle (+/-) on your TouchPoint to see the response you just created in step 3
  21. Click View
  22. Right click the file/image and select "properties"
  23. Copy the link displayed on this page
  24. Paste the link into notepad until you are ready to insert it
  25. When preparing to insert HTML, erase the "https://etosoftware.com" link at the beginning of the HTML code
  26. Go to the home page
  27. Click Edit Page
  28. Click the Insert Image icon
  29. Paste the URL you copied earlier
  30. Click OK
  31. Save Home Page

Adding secure images to home pages (Assessments)

  1. Save the image to your computer
  2. Create a General Assessment
  3. Navigation bar > Wizards > Assessment Wizard
  4. Give the Assessment a name like "Image Attachment Assessment"
  5. Select General from the Assessment Type drop-down
  6. Click Continue
  7. Select the File Attachment element type
  8. Click Continue
  9. Give the element any name
  10. Check the box next to Image Attachment
  11. Click Continue
  12. Click OK on the pop-up
  13. Upload the image
  14. Navigation Bar > Record Efforts > General Assessments
  15. Click Take New Assessment
  16. Select the Assessment you made in step 2 from the drop-down (if you only have one general assessment, it will automatically direct you into the general assessment you just created)
  17. Click Continue
  18. Click the Upload button
  19. Click Browse
  20. Find the image on your computer and click Open
  21. Click Upload
  22. Click Submit
  23. Click OK on the submitted pop-up
  24. Click Continue
  25. Get the image link
  26. Navigation Bar > Record Efforts > General Assessments
  27. Click the toggle (+/-) on your TouchPoint to see the response you just created in step 3
  28. In the Take Action column, select Read-Only from the drop-down
  29. Click the View/Edit button under the image
  30. Right click on the file name in the pop-up window and select properties
  31. Copy the URL
  32. Close the box and return to your home page
  33. Go to the home page
  34. Click Edit Page
  35. Click the Insert Image icon
  36. In the Image Src field, past the URL you copied earlier
  37. Click OK
  38. Save Home Page
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