Go to ETO
All Collections
Legacy: Efforts, Points of Service, Barcode Sync
Legacy: Efforts, Points of Service, Barcode Sync
+6
26 articles in this collection
Written by
Taylor Roderick,
Starla,
Bekah K.
and 6 others
Which features are Legacy?
Written by
Colby Fore
Updated over a week ago
Participants
Legacy | Manage Census Tract and Neighbourhood
Written by
Bekah K.
Updated over a week ago
Participants | Add Reliable Contacts | Legacy
#Legacy #View/Edit Reliable Contacts
Written by
Kristen Farnsworth
Updated this week
Manage Funds | Legacy
#Legacy Program Administration, Funds
Written by
Kristen Farnsworth
Updated over a week ago
Using the ETO Scheduler | Legacy
#Legacy
Written by
Kristen Farnsworth
Updated over a week ago
Manage Scheduling | Legacy
#Legacy
Written by
Kristen Farnsworth
Updated over a week ago
Enterprise Days Off | Legacy
#Legacy
Written by
Kristen Farnsworth
Updated over a week ago
Participant History | Review Participant Efforts (NEW) | Legacy
#Legacy Efforts, Touchpoints, Assessments
Written by
Kristen Farnsworth
Updated over a week ago
Manage Programs | Participant Workflow Template | Legacy
#Legacy
Written by
Kristen Farnsworth
Updated over a week ago
Referrals
Legacy Referrals | Record Efforts | Main Page
Written by
Bekah K.
Updated over a week ago
Legacy Referrals | Record Efforts | View Pending Referrals
#Legacy How to view Pending Referrals through "Record Efforts," our legacy functionality.
B
Written by
Bailey McCarthy
Updated over a week ago
Legacy Referrals | Record Efforts | View/Edit Referrals
#Legacy Learn how to view and edit existing referrals within "Record Efforts," our legacy functionality.
B
Written by
Bailey McCarthy
Updated over a week ago
Legacy Referrals | Record Efforts | Add Referral
#Legacy Information on adding and managing referrals within "Record Efforts," our Legacy functionality
Written by
Bekah K.
Updated over a week ago
Legacy Referrals | Record Efforts | Multiple Participant Referrals
#Legacy How to execute referrals for multiple Participants within "Record Efforts," our legacy functionality.
B
Written by
Bailey McCarthy
Updated over a week ago
Assessments
Assessment | How to disable an Assessment | Legacy
#Legacy
Written by
Taylor Roderick
Updated over a week ago
General Assessment | Appears Blank When Printing | Legacy
#Legacy
Written by
Taylor Roderick
Updated over a week ago
Assessment | Manage Survey/Assessment | Legacy
#Legacy
Written by
Andre Harness
Updated over a week ago
Assessment | Assessment Wizard | Legacy
#Legacy This feature allows you to create Assessments to capture info on Participants, Family, Staff, Entities, or for General purposes
Written by
Andre Harness
Updated over a week ago
Assessment | How to Share Assessment Responses Across the Enterprise | Legacy
#Legacy
Written by
Taylor Roderick
Updated over a week ago
Points of Service / Efforts
Manage Point of Service | Legacy
#Legacy
Written by
Starla
Updated over a week ago
Point of Service Wizard | Legacy
#Legacy
Written by
Starla
Updated over a week ago
Add Existing Effort | Legacy
#Legacy
Written by
Starla
Updated over a week ago
Edit My and Staff Efforts | Delete an Effort | Legacy
#Legacy #delete #efforts #myefforts #staffefforts
Written by
Taylor Roderick
Updated over a week ago
To-Do List
To Do List | Main Page
#Legacy #To do #To-do An overview of how to access, customize, and add items to the To-Do list. #ToDoList #To-Do-List
Written by
Izzy
Updated over a week ago
Groups
Scheduling | Main Page
#Scheduling #Legacy #Main #Page
Written by
Evan LeBouef
Updated over a week ago
Manage Groups | Legacy
#Legacy
Written by
Taylor Roderick
Updated over a week ago