Go to ETO
All Collections
Videos
Videos
123 articles in this collection
Written by
Training Team
Demographics
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
Families
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
Entities
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
Touchpoints
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
Referrals
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
Collections
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
Dashboards
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
Caseload
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
Site Navigation
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
User Accounts
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
Site Settings
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
Program Settings
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
Manage Duplicates
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
Alerts
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
Electronic Signatures
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
Check-In
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
Connect
VIDEO | Access ETO Connect for IE
Written by
Training Team
Updated over a week ago
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
Workflows
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
Standard Reports
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
Results - Context
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
Results - Formulas
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
Results - Flags
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
Results - Crosstabs
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
Results - Queries
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
Results - Merged Dimensions
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
Results - Unflattening Data
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