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End User Management: Alerts, Workflow, Approvals, Caseloads
End User Management: Alerts, Workflow, Approvals, Caseloads
+4
55 articles in this collection
Written by
Taylor Roderick,
Starla,
Bekah K.
and 4 others
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 yesterday
Review Staff Efforts (NEW)
#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
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 / Check Out (Free)
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
ETO Connect
ETO Connect | Main Page
What can ETO Connect do for my users and administrators? #Connect #EndUser #ParticipantLogin
Written by
Bekah K.
Updated yesterday
ETO Connect | Touchpoints in Connect
Best Practices for Touchpoints in Connect
Written by
Bekah K.
Updated over a week ago
ETO Connect | Accessing Connect on IE 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 yesterday
ETO Connect | Manage Notifications
#Connect #Intake #messages #notifications
Written by
Bekah K.
Updated over a week ago
ETO Connect | Registering and Managing Participants
#Connect #Intake #NewParticipants #Duplicates #Enable #Disable
Written by
Bekah K.
Updated yesterday
ETO Connect | Manage TouchPoint Permissions
#Connect #Touchpoints #SettingUpConnect #Limitations
Written by
Bekah K.
Updated yesterday
ETO Connect | Participant Access
This article reviews the participant's view of ETO Connect #Connect #Intake #NewParticipants
Written by
Bekah K.
Updated yesterday
ETO Connect | Create and Publish The Intake Form
#Connect #Intake #NewParticipants
Written by
Bekah K.
Updated yesterday
Alerts
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
BarCode Sync
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
ETO Engage
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
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
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
Caseload
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