End User Management: Alerts, Workflow, Approvals, Caseloads

ETO Alerts | Alert Content

#EndUser #Alerts

Written by Bekah K.
Updated over a week ago

SFTP (Secure File Transfer Protocol)

SFTP is an added feature utilized by ETO customers to transfer data to ETO.

Written by Bekah K.
Updated over a week ago

How to Set Up the Context Bar

Written by Taylor Roderick
Updated over a week ago

Review Staff Efforts (NEW)

#EndUser

Written by Kristen Farnsworth
Updated over a week ago

Review Staff To Do

#EndUser

Written by Kristen Farnsworth
Updated over a week ago

Workflows | Dashboard Part

#EndUser

Written by Bekah K.
Updated over a week ago

Approvals | Main Page

#EndUser #Approvals

Written by Kristen Farnsworth
Updated over a week ago

Approvals | My Work / View Approvals

#EndUser

Written by Kristen Farnsworth
Updated over a week ago

Disable a User Account

#EndUser

Written by Izzy
Updated over a week ago

Approvals | Approval Forwarding

#EndUser#Approval#Forwarding

Written by Kristen Farnsworth
Updated over a week ago

Approvals | Creating a New Approval Form

#EndUser#NewApproval

Written by Kristen Farnsworth
Updated over a week ago

Approvals | Security for Approval Forms

#EndUser#ApprovalForms#Security

Written by Kristen Farnsworth
Updated over a week ago

Approvals | Approval Notification/Dashboard Message

#EndUser#Approvals#Dashboard

Written by Kristen Farnsworth
Updated over a week ago

Approvals | New Approval Notification/Email

#EndUser#Manage Approvals

Written by Kristen Farnsworth
Updated over a week ago

Account Merge

Merging two emails that exist in two unique Enterprises to one email that has access to both Enterprises.

Written by Bekah K.
Updated over a week ago

Workflow | Messages

#workflow

Written by Andre Harness
Updated over a week ago

Workflow | Adding Conditions

Written by Kristen Farnsworth
Updated over a week ago

Workflow | Main Page

Written by Izzy
Updated over a week ago

Check-In | Main Page

Written by Bekah K.
Updated over a week ago

ETO Check-In | Run Check-In Report

Written by Bekah K.
Updated over a week ago

Check-In | Scanning Attendance

Mobile devices can scan the participant/collection QR codes. Desktopswith barcode scanners can scan the participant/collection barcodes.

Written by Bekah K.
Updated over a week ago

ETO Check-In | General and Set Up

Written by Bekah K.
Updated over a week ago

Connect | Main Page

What can ETO Connect do for my users and administrators? #Connect #EndUser #Portal #ParticipantLogin

Written by Bekah K.
Updated over a week ago

Connect | Accessing Connect as an Admin

https://admin.socialsolutionsportal.com needs to be added to Trusted Sites before accessing ETO Connect for Admins #Connect

Written by Bekah K.
Updated over a week ago

Connect | Manage Notifications

#Connect #Intake #messages #notifications

Written by Bekah K.
Updated over a week ago

Connect | Registering and Managing Participants

#Connect #Intake #NewParticipants #Duplicates #Enable #Disable

Written by Bekah K.
Updated over a week ago

Connect | Manage TouchPoint Permissions

#Connect #Touchpoints #SettingUpConnect #Limitations

Written by Bekah K.
Updated over a week ago

Connect | Participant Access

This article reviews the participant's view of ETO Connect #Connect #Intake #NewParticipants

Written by Bekah K.
Updated over a week ago

Connect | Create and Publish The Intake Form

#Connect #Intake #NewParticipants

Written by Bekah K.
Updated over a week ago

ETO Alerts | Viewing Alerts

Viewing Alerts from Site Navigation and Adding the Alerts Part to Dashboards. #Alerts

Written by Bekah K.
Updated over a week ago

ETO Alerts | Main Page

ETO Alerts is an add-on feature that allows Administrators to send automated notifications by email and within the software. #Alerts

Written by Bekah K.
Updated over a week ago

ETO Alerts | Create a New Alert

Written by Bekah K.
Updated over a week ago

ETO Alerts | Creating Core Conditions

#Alert #CoreCondition #Condition

Written by Bekah K.
Updated over a week ago

ETO Alerts | Test Core Conditions

#Alerts #CoreCondition #Condition

Written by Bekah K.
Updated over a week ago

Manage Core Conditions

Written by Bekah K.
Updated over a week ago

Workflow | Alerts | Approvals | Recipients

Create and manage recipient groups

Written by Bekah K.
Updated over a week ago

ETO Barcode: Can I use a barcode scanner with ETO?

Written by Andre Harness
Updated over a week ago

ETO Barcode Sync: First Time Setup

This article will guide new users and IT staff through the first time setup for the ETO Barcode Sync application for use with ETO.

Written by Kristen Farnsworth
Updated over a week ago

Barcode Sync (Free)

Information on the Barcode Sync (Free) ETO add-on.

Written by Izzy
Updated over a week ago

ETO Barcode: Finding a USB device ID in Windows

Written by Izzy
Updated over a week ago

ETO Barcode Formulas for Custom ETO Results Reports

Written by Andre Harness
Updated over a week ago

TouchPoint Security for ETO Engage

Written by Izzy
Updated over a week ago

ETO Engage Setup

Use these steps to double check that your ETO Engage configuration is set up correctly.

Written by Izzy
Updated over a week ago

Scheduling: View Schedule

This feature allows users to keep track of their appointments for participants, collections, users, and rooms.

Written by Izzy
Updated over a week ago

Query as a Web Service User Guide

Steps for installing and using Query as a Web Service (QaaWS)

Written by Bekah K.
Updated over a week ago

How to Locate your Live Office Login Information

Written by Taylor Roderick
Updated over a week ago

Query as a Web Service (QaaWS) End Point URLs

Written by Taylor Roderick
Updated over a week ago

Caseloads | Main Page

Written by Training Team
Updated over a week ago

Caseload | Adding Participants to Caseload

#Participants This article will list the steps for adding participants to My Caseload and Staff Caseload features in ETO.

Written by Izzy
Updated over a week ago

Caseload | Transfer Caseloads

#Participants This article includes step-by-step instructions for how to transfer a caseload between 2 staff members.

Written by Starla
Updated over a week ago

Caseload | How to Transfer a Caseload Manually (One by One)

#Participants

Written by Taylor Roderick
Updated over a week ago

Caseload | Managing Security for Caseload Access

#Caseload #Participants

Written by Bekah K.
Updated over a week ago

Dashboard Part | My Caseload

#Enterprise

Written by Bekah K.
Updated over a week ago

Dashboard Part | Staff Caseloads

#Enterprise

Written by Bekah K.
Updated over a week ago

Dashboard Part | Caseworkers

#Enterprise

Written by Bekah K.
Updated over a week ago