If you organization would like to notify users in different sites of referrals and other requests for participants on their caseload, then Approval Forms will give you this ability right in ETO.  As such, the Approval Form allows you to track if a TouchPoint or referral is approved or rejected in the software.

This feature can be used in conjunction with the Workflow Add-On

For more information…

On adding Approvals to your ETO: accountmanagement@socialsolutions.com
On technical issues with Approvals : support@socialsolutions.com
On available Approvals training labs: training@socialsolutions.com

Creating an Approval Form
Setting Approval Security
Creating Recipient Groups
Forwarding Approvals

View Approvals | My Work
Viewing Approvals | Email
Viewing Approvals | Dashboard Messages

VIDEO | Create Recipient Groups
VIDEO | Manage Recipient Groups

Did this answer your question?