Enterprise Admin: Dashboards, Batch Upload, Program Groups

Taylor Roderick avatar Tania avatar Starla avatar +6
122 articles in this collection
Written by Taylor Roderick, Tania, Starla and 6 others
Dashboards

HTML and Hyperlinks in ETO | Main Page

#Dashboard #Message #HTML #CSS #link #links
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Hyperlink to Launch a Specific Touchpoint

Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Dashboards (Templates, Messages, Homepage, and Best Practices) | Main Page

#DashboardTemplates #Dashboard #Messages #HTML #MainPage
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Touchpoint Dashboard

#Enterprise Touchpoint, Dashboard
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

How to Create a Message

#Enterprise Send a message to other ETO users within your enterprise.
Izzy avatar
Written by Izzy
Updated over a week ago

ETO Parts Catalog

#Enterprise Dashboard Parts
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

My Dashboard

#Enterprise Dashboard, Links
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Staff Dashboard

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Dashboard Part | Recent Touchpoints

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Referrals (NEW) | Dashboard Part

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Entity Dashboard

#Enterprise Entity, Dashboard
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Collections | Collection Dashboard

#Enterprise Collections
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Participant Dashboard

#Enterprise Participant
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Families | Family Dashboard

#Enterprise Families, Dashboard
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Group Dashboard

#Enterprise Groups
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Best Practices: Using Dashboard Messages

#Enterprise
Taylor Roderick avatar
Written by Taylor Roderick
Updated over a week ago

Manage Dashboard Messages: Dashboard Icon Links HTML

#Enterprise
Starla avatar
Written by Starla
Updated over a week ago

Programs Dashboard Part Visibility

#Enterprise
Taylor Roderick avatar
Written by Taylor Roderick
Updated over a week ago

Embedded Report Viewer | Dashboard Reports

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Webi Reports on Dashboard | ETO Results | Dashboards

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Dynamic Report Links | Dashboards | ETO Results

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

TouchPoint Information

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Dashboard Part | SharePoint List

#Enterprise
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Written by Bekah K.
Updated over a week ago

Dashboard Part | Recent Referral

#Enterprise
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Written by Bekah K.
Updated over a week ago

Dashboard Part | Bed History

#Enterprise
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Written by Bekah K.
Updated over a week ago

Dashboard Part | Search

#Enterprise
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Written by Bekah K.
Updated over a week ago

Dashboard Part | Entity Matches

#Enterprise
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Written by Bekah K.
Updated over a week ago

Dashboard Part | Entity Information

#Enterprise
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Written by Bekah K.
Updated over a week ago

Dashboard Part | Collection Memberships

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Dashboard Part | Recent Participants/Entities

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Dashboard Part | Collection Members

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Dashboard Part | Recent Assessments

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Dashboard Reports | Main Page

#Enterprise The Report dashboard part displays Standard and Custom reports, including custom reports built with ETO Results.
Izzy avatar
Written by Izzy
Updated over a week ago

Dashboard Part | Recent Efforts

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Dashboard Part | Collection Information

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Adding an Insight to a Dashboard

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Manage Dashboard Messages: Sample Admin Dashboard Message HTML

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Manage Dashboard Messages: Sample Staff Dashboard Message HTML (Legacy Features)

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Dashboard | Participant Matches

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Manage Dashboard Templates

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Query Wizard ETO Part

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Program History Dashboard Part

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Participant Information

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Dashboard Part | Group Participants

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Dashboard Part | Group Information

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Dashboard Part | Groups

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Dashboard Part | Family Information

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Participant Dashboard: Participant Information Customization

#Enterprise
Taylor Roderick avatar
Written by Taylor Roderick
Updated over a week ago

Best Practices: Dashboard Parts and Templates

#Enterprise Tips to follow when setting up your dashboards.
Izzy avatar
Written by Izzy
Updated over a week ago

Basic HTML Codes

The following HTML codes can helpful for creating bulletins and label only fields.
Taylor Roderick avatar
Written by Taylor Roderick
Updated over a week ago
Site Administration

Site Navigation: How to change the names of menu items on the navigation bar

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Administration: Adding Links to the Participant Fly-Out Menu in Quick Search

#Enterprise
Taylor Roderick avatar
Written by Taylor Roderick
Updated over a week ago

Site Administration: Create a new program

#Enterprise Steps to create a new program within your site.
Izzy avatar
Written by Izzy
Updated over a week ago

Searching in ETO

#FAQ
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Manage My Site: Change Idle Timeout Interval

#Enterprise
Taylor Roderick avatar
Written by Taylor Roderick
Updated over a week ago

Manage Release of Information Security

#Enterprise Please speak to your account manager if you are interested in this feature.
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Manage User Accounts: Re-enable User Account

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

How to Change Default Program for Login Landing Page

#Enterprise
Andre Harness avatar
Written by Andre Harness
Updated over a week ago

Back Up/Restore ETO Configuration

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Site Administration: Who Is On

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Why isn't the Site Navigation Template working for my site?

#Enterprise
Andre Harness avatar
Written by Andre Harness
Updated over a week ago

Manage My Site (NEW)

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

About Delete Fakes

#Enterprise This feature will allow you to delete any participant, entity, or POS element with the name of “Fake.”
Izzy avatar
Written by Izzy
Updated over a week ago

How-To: Create a Custom Site Navigation Rule

#Enterprise
Taylor Roderick avatar
Written by Taylor Roderick
Updated over a week ago

Manage Sites

#Enterprise
Taylor Roderick avatar
Written by Taylor Roderick
Updated over a week ago

Manage Site Navigation

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Who Is On

WhoIsOn or Who Is On #Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Site Administration: Manage User Accounts

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Site Navigation: Creating and Setting CxRules

#Enterprise Create custom rules for Site Navigation tools.
Andre Harness avatar
Written by Andre Harness
Updated over a week ago

Manage Feeder Tables

#Enterprise An overview of the Manage Feeder Tables functionality.
Izzy avatar
Written by Izzy
Updated over a week ago

Add New Site

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Where did my site go?

#Enterprise I can't find a site, or the name has changed. What happened?
Taylor Roderick avatar
Written by Taylor Roderick
Updated over a week ago

Manage Sites: Disabling a Site

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Manage Site Navigation: Additional Features

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

How To Edit an Existing Site Navigation Custom Rule

#Enterprise
Taylor Roderick avatar
Written by Taylor Roderick
Updated over a week ago
Batch Upload

Batch Upload | Main Page

Uploading data to ETO using the Batch Upload feature.
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Batch Upload | Participant (required demographics not required) (Legacy)

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Batch Upload | Tips and Troubleshooting

#Enterprise Batch Upload, troubleshoot, best practice
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Batch Upload | Caseload

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Batch Upload | Referral Batch Upload

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Batch Upload | Referrals to Entity

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Batch Upload | Participant Assessment

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Batch Upload | Collections

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Entity | Batch Upload

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Batch Upload | User Batch Upload

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Batch Upload | Entity (required attributes not required) (Legacy)

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Batch Upload | Participant

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Batch Upload | Family Batch Upload

#Enterprise
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Batch Upload | Error Resolution

#Enterprise
Taylor Roderick avatar
Written by Taylor Roderick
Updated over a week ago

TouchPoint Responses | Batch Upload

#Enterprise Batch upload
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago
Enterprise Administration

Managing Accounts and Logins in Sandbox

Sandbox logins and user accounts.
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

ETO Add Ons

#addon #features #new
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Add On | ETO Sandbox

Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Participants | When a participant becomes a staff member/user

Evonne Dao avatar
Written by Evonne Dao
Updated over a week ago

Backing Up / Extracting Data

#FlatFile #Extract #Data #BackUps
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Why Am I Not Able to Edit Other User Accounts

#FAQ
Taylor Roderick avatar
Written by Taylor Roderick
Updated over a week ago

How to Add a Legal Use Statement to your Enterprise

#Enterprise
Taylor Roderick avatar
Written by Taylor Roderick
Updated over a week ago

Enterprise Participant Automatic Link | Duplicate Participants

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Editing Home Page: Homepage Links List

#Enterprise Before adding links to your Home Page, remember that user role based access rules do not apply to links added to the home page.
Tania avatar
Written by Tania
Updated over a week ago

Manage Release of Information: Manage Categories

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Editing Home Pages

#Enterprise
Kristen Farnsworth avatar
Written by Kristen Farnsworth
Updated over a week ago

Enterprise Participants | Duplicate Participants

#Enterprise Enterprise Participants is a feature to determine the unique and unduplicated count of all participants across the enterprise.
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Enterprise Enroll: Search Settings

#Enterprise This article explains the Search Settings for Enterprise Enroll. This feature is only applicable for Enterprise Managers.
Bekah K. avatar
Written by Bekah K.
Updated over a week ago

Enterprise Participants | Sync Participant Demographics

#Enterprise
Taylor Roderick avatar
Written by Taylor Roderick
Updated over a week ago

Manage My Enterprise

#Enterprise
Taylor Roderick avatar
Written by Taylor Roderick
Updated over a week ago