Overview
ETO Workflow is a powerful feature that help organizations streamline and enforce their processes and protocols. They govern how an individual moves through the various programs your organization offers, including which TouchPoint forms need to be filled out at various stages of an individual's enrollment in a program.
We are excited to announce the ETO Workflow Cross-Check feature that improves the usability of workflows for our customers! The Workflow Cross-Check feature allows users to manually update Workflows to recognize and check off TouchPoint data points that are completed outside of the Workflow.
This enhancement addresses specific customer feedback submitted through the Ideas Portal. It is available to all ETO clients as of January 31, 2025 and requires no action by the user to enable this feature.
What is Workflow Cross-Check?
A "Refresh" button is now available at the bottom-right of the Workflow dashboard part of the Participant Dashboard. Clicking this button will mark any recently submitted TouchPoints as complete in the Workflow, even if they were submitted before navigating to the Workflow. It will also include the date and time the Refresh button was last used.
Important Notes:
Workflow Cross-Check is not automated. Users must manually click this Refresh button on the Workflow dashboard part to update the Workflow progress.
When a step is required prior to a step with a TouchPoint, that step must be completed before clicking the Refresh button for the Workflow to properly update.
How to Use Workflow Cross-Check
To use the ETO Workflow Cross-Check feature:
Log into your ETO instance and navigate to a Participant's dashboard who is enrolled in a workflow.
Locate the Workflow dashboard part on the Participant's dashboard.
Click the green "Refresh" button in the bottom-right corner of the Workflow part.
The checkboxes on the left-hand side of the Workflow will update to reflect any TouchPoint steps that were completed outside of the Workflow. The "Workflow status last updated" information next to the Refresh button will also update to reflect the current date and time.
Notes:
ETO Workflow Cross-Check does not pull TouchPoint data from past enrollments where the Participant was dismissed. It also only pulls TouchPoint data available in the current Site, not across the whole Enterprise.