Key Navigation Points:
User & Site Information
Basic Buttons
Traditional Navigation Bar
Homepage
Moving from Program to Program (if applicable)
User & Site Information (1):
Each time you log in, you should be taken to your agency’s ETO Site homepage. Each homepage can be configured with links for easy access to commonly accessed information in ETO. Your agency’s Site Manager has the ability to make this customization for your ETO Site.
Special Note about Programs: Unless your agency has created its own program, all sites will have just two programs – Case Management and Survey. Some agencies may also have access to the Attorney Program and/or HMIS Program.
****Always double check which program you are in before entering data!****
Quick Search (2)
The Quick Search can be used to easily locate a record that has already been entered into a given program. It is recommended that before entering a new participant, first do a Quick Search using the participant’s last name in the search field. This will prevent entering data for a Participant who is already in ETO.
Sidebar Navigation Bar (3)
The Sidebar Navigation Bar (located on the left hand side of your screen) can be used to perform all of the actions that are supported by the navigation links contained on the Program Home Page.
This bar can be expanded and collapsed as needed by clicking on the white arrow on the left side of your screen. The majority of the features that appear on this bar are available via the Dashboard, Homepage, and Quick Tabs.
Defaulting to a Specific Program Upon User Log-in:
The site Manager can default a user’s account to a specific screen when first logging into ETO by going to ‘Manage User Accounts’ under Site Administration.
In the navigation menu, go to Site Administration > Manage User Accounts.
Select the user account, the program change would apply. Site Managers can edit any user account, but are not able to edit another site manager’s account. You will click on the Edit link.
You will be taken to a new screen
4. Click on Default Program and change the program for that person. The user must have access to more than one Program to change these options.