TouchPoints are the most common data point in ETO. This article will provide you with the building blocks to get started.
Videos
- Create New TouchPoint
- Touchpoint Settings
- Edit TouchPoint Settings
- Enable TouchPoint Security
- Edit TouchPoint Security
- Add Questions to a TouchPoint
- Edit Questions in a TouchPoint
- Manage TouchPoints
Creating TouchPoints
TouchPoint Settings
- Completion Restrictions
- Update Period
- Enrollment Filter Settings
- Advanced Date Formatting
- Save Progress and Save Draft
Question Settings
- Calculations
- Conditional Rules
- Reorder Fields
- Multi-Subject Level Responses
- Pre-populate Answers
- Remember Last Value
- View Only
Recording/Viewing TouchPoints
- Recording a TouchPoint
- Recording a Collection TouchPoint
- Recording a Multiple Participant TouchPoint
- Viewing Participant TouchPoints
- Viewing Collection TouchPoints
- Viewing Entity TouchPoints
- Viewing Family TouchPoints
- Viewing General TouchPoints
- Viewing Anonymous TouchPoints
Standard TouchPoint Reports
- Recommended TouchPoint Reports
- TouchPoint Response Report
- TouchPoint Submission Report (General)
- TouchPoint Submission Report (Participant)
- TouchPoint submission Report (Entity)
- TouchPoint Flat File
- Aggregate TouchPoint Report
Helpful Reporting on TouchPoint Articles
- TouchPoint Universe NEW
- TouchPoint Date Objects
- Reporting on Collection TouchPoints
- How to find Response ID
- Data Refresh Schedule
- Flat and Unflat TouchPoint Participant Access
- Flag the Most Recent Response
Approvals
- 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