Videos

VIDEO | Add New Demographics

This video reviews how to add custom demographics using the Demographics Wizard.

Written by Training Team
Updated over a week ago

VIDEO | Edit Demographics

This video reviews how to manage and edit custom demographics.

Written by Training Team
Updated over a week ago

VIDEO | Create Program Groups

This video reviews how to create new Program Groups.

Written by Training Team
Updated over a week ago

VIDEO | Edit Program Groups

This video reviews how to manage and edit Program Groups.

Written by Training Team
Updated over a week ago

VIDEO | Assign Demographics to Program Group

This video reviews how to assign demographics to Program Groups.

Written by Training Team
Updated over a week ago

VIDEO | Reorder Demographics

This videos reviews how to change the order and organize demographics.

Written by Training Team
Updated over a week ago

VIDEO | Manage Demographics

This video reviews how to manage demographics.

Written by Training Team
Updated over a week ago

VIDEO | Add New Family Relationships

This video reviews how to add new family members and relationships.

Written by Training Team
Updated over a week ago

VIDEO | Edit Existing Family Relationships

This video reviews how to change existing family members and relationships.

Written by Training Team
Updated over a week ago

VIDEO | Edit Family Demographics

This video reviews how to edit family or household demographics.

Written by Training Team
Updated over a week ago

VIDEO | Add New Entity Subtypes

This video reviews how to add new subtypes for Entities.

Written by Training Team
Updated over a week ago

VIDEO | Edit Entity Subtypes

This video reviews how to change existing Entity Subtypes.

Written by Training Team
Updated over a week ago

VIDEO | Add New Entity Attributes

This video reviews how to add new Entity Attributes.

Written by Training Team
Updated over a week ago

VIDEO | Edit Entity Attributes

This video reviews how to manage and edit Entity Attributes.

Written by Training Team
Updated over a week ago

VIDEO | Manage Entity Attributes

This video reviews how to manage Entity Attributes.

Written by Training Team
Updated over a week ago

VIDEO | Entity: Add Services Provided

This video reviews how to add a new service to the Services Provided List for Entities.

Written by Training Team
Updated over a week ago

VIDEO | Create New TouchPoint

This video reviews how to create a new TouchPoint.

Written by Training Team
Updated over a week ago

VIDEO | TouchPoint Settings

This video review how to change TouchPoint Settings.

Written by Training Team
Updated over a week ago

VIDEO | Edit TouchPoint Settings

This video reviews how to adjust TouchPoint Settings.

Written by Training Team
Updated over a week ago

VIDEO | Enable TouchPoint Security

This video reviews how to enable TouchPoint Security.

Written by Training Team
Updated over a week ago

VIDEO | Edit TouchPoint Security

This video reviews how to change TouchPoint Security.

Written by Training Team
Updated over a week ago

VIDEO | Add Questions to a TouchPoint

This video will review how to add questions to a TouchPoint.

Written by Training Team
Updated over a week ago

VIDEO | Edit Questions in TouchPoints

This video reviews how to edit questions in TouchPoints.

Written by Training Team
Updated over a week ago

VIDEO | Manage TouchPoints

This video reviews how to manage TouchPoints.

Written by Training Team
Updated over a week ago

VIDEO | Create New Referral Form

This video reviews how to create a new form for Referrals.

Written by Training Team
Updated over a week ago

VIDEO | Referral Form Security

This video reviews how to set up permissions and access for the Referral Form.

Written by Training Team
Updated over a week ago

VIDEO | Add Questions to Referral Form

This video reviews how to add questions to the Referral Form.

Written by Training Team
Updated over a week ago

VIDEO | Manage Referral Visibility and 'Refer To' Options

This video reviews managing referral visibility to modify referral forms to go to specific programs and/or entity types.

Written by Training Team
Updated over a week ago

VIDEO | Edit a Referral

This video reviews how to edit a Referral.

Written by Training Team
Updated over a week ago

VIDEO | Edit Referral Security

This video reviews how to edit referral security.

Written by Training Team
Updated over a week ago

VIDEO | Manage Referral Settings

This video reviews how to manage Referral Settings.

Written by Training Team
Updated over a week ago

VIDEO | Create New Collection Types

This video reviews how to create new Collection Types.

Written by Training Team
Updated over a week ago

VIDEO | Edit Existing Collection Types

This video reviews how to edit existing Collection Types.

Written by Training Team
Updated over a week ago

VIDEO | Setup Security for Collection Type

This video reviews how to setup security for Collection Type.

Written by Training Team
Updated over a week ago

VIDEO | Add Questions to Collection Type

This video reviews how to add questions to Collection Type.

Written by Training Team
Updated over a week ago

VIDEO | Create New Dashboard Template

This video reviews how to create a new Dashboard Template.

Written by Training Team
Updated over a week ago

VIDEO | Assign Dashboard Template

This video reviews how to assign Dashboard Templates.

Written by Training Team
Updated over a week ago

VIDEO | Edit Dashboard Template

This video reviews how to edit an existing Dashboard Template.

Written by Training Team
Updated over a week ago

VIDEO | Edit Dashboard Template Assignments

This videos reviews how to edit Dashboard Template Assignments.

Written by Training Team
Updated over a week ago

VIDEO | Recommended Dashboard Parts

This video reviews the recommended parts to include in your Dashboard.

Written by Training Team
Updated over a week ago

VIDEO | Make My Dashboard the Landing Page

This video reviews how to make My Dashboard your ETO landing page, or home page.

Written by Training Team
Updated over a week ago

VIDEO | Manage Dashboard Templates

This video reviews how to manage your Dashboard Templates.

Written by Training Team
Updated over a week ago

VIDEO | Create New Dashboard Message

This video reviews how to create a new Dashboard Message.

Written by Training Team
Updated over a week ago

VIDEO | Create New Dashboard Message *With Action Links*

This video reviews how to create new Dashboard Messages with Action Links.

Written by Training Team
Updated over a week ago

VIDEO | Assign Dashboard Message

This video reviews how to assign Dashboard Messages.

Written by Training Team
Updated over a week ago

VIDEO | Edit Existing Dashboard Message

This video reviews how to edit an existing Dashboard Message.

Written by Training Team
Updated over a week ago

VIDEO | Edit Dashboard Message Assignment

This video reviews how to edit a Dashboard Message Assignment.

Written by Training Team
Updated over a week ago

VIDEO | Manage Dashboard Messages

This video reviews how to manage your Dashboard Messages.

Written by Training Team
Updated over a week ago

VIDEO | Caseload Assignment Notifications

This video reviews Caseload Assignment Notifications.

Written by Training Team
Updated over a week ago

VIDEO | Assign Caseload Access

This video reviews how to assign Caseload Access.

Written by Training Team
Updated over a week ago

VIDEO | Manage Add Family or Participant

This video reviews how to manage and add Families or Participants.

Written by Training Team
Updated over a week ago

VIDEO | Manage the Navigation Bar

This video reviews how to customize the Navigation Bar. You can show or hide individual components and features on the Navigation Bar.

Written by Training Team
Updated over a week ago

VIDEO | Collapse the Navigation Bar

This video reviews how to collapse or hide the Navigation Bar.

Written by Training Team
Updated over a week ago

VIDEO | Add New Users

This video reviews how to add new users to your ETO site.

Written by Training Team
Updated over a week ago

VIDEO | Assign Users to Programs

This video reviews how to assign Users to Programs.

Written by Training Team
Updated over a week ago

VIDEO | Edit User Accounts

This video reviews how to edit existing User Accounts.

Written by Training Team
Updated over a week ago

VIDEO | Reset User Password

This video reviews how to reset a User's Password.

Written by Training Team
Updated over a week ago

VIDEO | Edit Program Access

This video reviews how to edit Program Access.

Written by Training Team
Updated over a week ago

VIDEO | Deactivate Users

This video reviews how to Deactivate Users.

Written by Training Team
Updated over a week ago

VIDEO | Manage Users

This video reviews how to manage Users.

Written by Training Team
Updated over a week ago

VIDEO | Change Site Name and Address

This video reviews how to change your Site Name and Address.

Written by Training Team
Updated over a week ago

VIDEO | Add Site Logo

This video reviews how to add an organization logo to your ETO Site. This logo will appear in the top left corner of ETO.

Written by Training Team
Updated over a week ago

VIDEO | Set Site Security

This video reviews how to change your ETO Site Security.

Written by Training Team
Updated over a week ago

VIDEO | Add New Program

This video reviews how to add a new Program.

Written by Training Team
Updated over a week ago

VIDEO | Manage Programs

This video reviews how to manage Programs.

Written by Training Team
Updated over a week ago

VIDEO | Add New Reason for Dismissal

This video reviews how to add a new reason for Dismissing a Participant from a Program.

Written by Training Team
Updated over a week ago

VIDEO | Edit Reasons for Dismissal

This video reviews how to edit the list of reasons for dismissal.

Written by Training Team
Updated over a week ago

VIDEO | Merge Duplicate Participants

This video reviews how to merge Duplicate Participants.

Written by Training Team
Updated over a week ago

VIDEO | Duplicate Check Settings

This video reviews how to adjust your Duplicate Check Settings.

Written by Training Team
Updated over a week ago

VIDEO | Viewing Alerts

Written by Training Team
Updated over a week ago

VIDEO | Managing Alerts

Written by Training Team
Updated over a week ago

VIDEO | Create Core Conditions

Written by Training Team
Updated over a week ago

VIDEO | Test Core Conditions

Written by Training Team
Updated over a week ago

VIDEO | Manage Core Conditions

Written by Training Team
Updated over a week ago

VIDEO | Create Recipient Groups

Written by Training Team
Updated over a week ago

VIDEO | Manage Recipient Groups

Written by Training Team
Updated over a week ago

VIDEO | Create Alerts

Written by Training Team
Updated over a week ago

VIDEO | General Information on Electronic Signature

Written by Training Team
Updated over a week ago

VIDEO | Electronic Signatures in TouchPoints

Written by Training Team
Updated over a week ago

VIDEO | Check-In Elements in TouchPoints

Written by Training Team
Updated over a week ago

VIDEO | Participant ID Cards and QR Codes

Written by Training Team
Updated over a week ago

VIDEO | Scanning Attendance in TouchPoints

Written by Training Team
Updated over a week ago

VIDEO | Access ETO Connect

Written by Training Team
Updated this week

VIDEO | Manage TouchPoint Permissions for Connect

Written by Training Team
Updated over a week ago

VIDEO | Grant Participant Access to Connect

Written by Training Team
Updated over a week ago

VIDEO | Participant Access to ETO Connect

Written by Training Team
Updated over a week ago

VIDEO | Manage Notifications in Connect

Written by Training Team
Updated over a week ago

VIDEO | Intake for Connect

Written by Training Team
Updated over a week ago

VIDEO | Create a Workflow

Written by Training Team
Updated over a week ago

VIDEO | Add Conditions to a Workflow

Written by Training Team
Updated over a week ago

VIDEO | Add Steps to a Workflow

Written by Training Team
Updated over a week ago

VIDEO | Add a Message to a Workflow

Written by Training Team
Updated over a week ago

VIDEO | Manage Workflows

#Video #Enduser

Written by Training Team
Updated over a week ago

VIDEO | Review Participant Workflows

#Videos

Written by Training Team
Updated over a week ago

VIDEO | Manage Standard Reports

This video reviews how to manage Standard Reports.

Written by Training Team
Updated over a week ago

VIDEO | Enable Reports

This video reviews how to enable Standard Reports

Written by Training Team
Updated over a week ago

VIDEO | Disable Reports

This video reviews how to disable reports.

Written by Training Team
Updated over a week ago

VIDEO | Delete Fakes

This video reviews how to delete Fakes from your database. It is best practice to delete Fakes from your database before running reports.

Written by Training Team
Updated over a week ago

VIDEO | Recommended Participant Reports

This video reviews the recommended reports for participants.

Written by Training Team
Updated over a week ago

VIDEO | Recommended TouchPoint Reports

This video reviews the recommended reports for TouchPoints.

Written by Training Team
Updated over a week ago

VIDEO | Recommended Data Quality Reports

This video reviews the recommended reports for data quality.

Written by Training Team
Updated over a week ago

VIDEO | Recommended User Reports

This video reviews the recommended reports for users.

Written by Training Team
Updated over a week ago

VIDEO | Aggregate Formulas

This video reviews Aggregate Formulas for Results reporting.

Written by Training Team
Updated over a week ago

VIDEO | Summary Tables

This video reviews creating aggregate totals of data for Results reporting.

Written by Training Team
Updated over a week ago

VIDEO | Preventing Inflation

This video reviews how to use the Last Formula to prevent expansion of data in Results reporting.

Written by Training Team
Updated over a week ago

VIDEO | If-Then-Else and Null Values

This video reviews If-Then-Else functions for blank values in Results reporting.

Written by Training Team
Updated over a week ago

VIDEO | Shared Elements

This video reviews how to create a table that can be used in more than one Results report.

Written by Training Team
Updated over a week ago

VIDEO | Standard Calculations vs Custom Calculations

This video reviews using Standard Calculations vs using the Formula Bar to create calculations in Results reporting (sum, count, percentage)

Written by Training Team
Updated over a week ago

VIDEO | If-Then-Else and Ranges

This video reviews If-Then-Else Cascading Variables in Results reporting.

Written by Training Team
Updated over a week ago

VIDEO | Using the Variable Editor

This video reviews how to create a formula that can be reused in multiple tables in a Results report.

Written by Training Team
Updated over a week ago

VIDEO | TouchPoints Not Taken

This video reviews how to create a flag to indicate missing TouchPoint responses in Results reporting.

Written by Training Team
Updated over a week ago

VIDEO | Answering a Specific Way

This video reviews how to flag a value in Results reporting.

Written by Training Team
Updated over a week ago

VIDEO | Attendance Crosstab

This video reviews how to create a crosstab (or cross table) to view attendance in Results reporting .

Written by Training Team
Updated over a week ago

VIDEO | Numeric Data

This video reviews numeric data crosstabs in Results reporting.

Written by Training Team
Updated over a week ago

VIDEO | Unflattened Data

This video reviews how to use a crosstab to view unflattened data in Results reporting.

Written by Training Team
Updated over a week ago

VIDEO | Formatting Crosstabs

This video reviews how to format crosstabs in Results reporting.

Written by Training Team
Updated over a week ago

VIDEO | Pulling Data from Different Universes

This video reviews how to pull data from Different Universes in Results reporting.

Written by Training Team
Updated over a week ago

VIDEO | Requerying to Limit Information

This video reviews how to requery to limit information returned on a Results report.

Written by Training Team
Updated over a week ago

VIDEO | Adding Objects to Multiple Queries

This video reviews how to add Objects to Multiple Queries in Results reporting.

Written by Training Team
Updated over a week ago

VIDEO | Turning an Identifier into a Name.

This video reviews how to turn an identifier object into a name in Results reporting.

Written by Training Team
Updated over a week ago

VIDEO | Data Across Multiple TouchPoints.

This video reviews how to report on the same question in multiple TouchPoints using unflattened data in Results reporting.

Written by Training Team
Updated over a week ago

VIDEO | Manually Flattening Data

This video reviews how to manually flatten unflattened data in Results reporting.

Written by Training Team
Updated over a week ago

VIDEO | Working with Different Types of Unflattened Data

This video reviews different types of unflattened data - numeric, time spent, text, and nonexclusive answers - in Results reporting.

Written by Training Team
Updated over a week ago