There are different ways to search within ETO. 

Quick Search:

Available at the top of your ETO screen, this option is a quick way for users to search for Participants/Entities/Groups/Families/Collections within their current site and program.

Quick searches can also be scoped by Program, Site, and Enterprise (only applicable to Enterprise Managers) to widen their search for a particular subject.

In order for Participants/Entities/Groups/Families/Collections to be viewed as an option in the Within drop-down menu, they must first all be options created and accessible within the Site/Program.

For example: In order to see Collections as an option in the Within drop-down menu, a Collection Type must first be created with Add/View securities scoped for the desired Site/Program. Once the securities have been established for the Collection Type, the Collections look like so:

Notes:

  • When searching by Site scope, results will return both currently enrolled and dismissed Participants 

  • Families can only be searched Site-Wide, not by Program

View/Edit (Participants/Entities/Referrals/Families):

Available on the Navigation Bar under their respective categories, these options allow users to search for and access these pages to view any associated data as well as make edits as needed.

The View/Edit pages are scoped only to the Program the user is operating in at the time. This is to limit user input error and ensure that the data being viewed/edited is only associated with the Program the user has access to.

Notes:

  • Disabling this feature from the Site Navigation will remove the ability to search Programs when using Quick Search. For example: If only View/Edit Participants is disabled, a user will only be able to search a Site for the Participants. They will still be able to search a Program for Entities.

  • Similar to Quick Search, Families can only be searched Site-Wide, not by Program

Find Participant

Available on the Navigation Bar under "Participants", this option allows a user to find any Participant in your Site, whether enrolled in or dismissed from any Program. Once a user has searched for a Participant, clicking on the Participant's name will redirect to their View/Edit Participant page.

Note:

If your Site uses confidential Programs, you should be using "Find Participant (C)" instead of "Find Participant."

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