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, or 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 view any associated data as well as make edits.
The View/Edit pages are scoped only to the Program the user is located 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 these View/Edit features from the Site Navigation will remove the ability to Quick Search them in a Program. For example, if View/Edit Participants is disabled, a user will only be able to search for Participants across the whole Site, not the individual Program.
Similar to Quick Search, Families can only be searched Site-Wide in the View/Edit page, not by Program.
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."
Level up your skills!
Explore our in-depth training resources and watch the webinar(s) for this feature below to get started: