Staff Dashboard


Updated over a week ago

The Staff Dashboard is a Dashboard Template type that a User will be taken to when they click on the "My Dashboard" tab at the top of ETO. As such, these two Dashboards are identical. See My Dashboard.

Default ETO Parts for Staff Dashboards

  • Dashboard Search

  • Recent Participants/Entities

  • Action Links

  • Recent Efforts

  • Recent Assessments

Click the "Edit Dashboard" button to rearrange the ETO Parts within the 5 available zones (top, left, middle, right, and bottom) or add additional parts.

You may also need to go to "Site Administration", click on "Manage Dashboard Templates", and then select "Edit" regarding the appropriate Dashboard Template to edit your Dashboard.

Additional ETO Parts for Staff Dashboards

Click the "Add ETO Parts" button to access the catalog, which includes the following ETO Parts:

  • Action Links

  • Collection Memberships

  • Custom Page

  • ETO Insight

  • Groups

  • My Caseload

  • Query Wizard ETO Part

  • Recent Assessments

  • Recent Disbursements

  • Recent Efforts

  • Recent Participants/Entities

  • Recent Referrals

  • Recent TouchPoints

  • Report

  • Search

  • SharePoint List

Check the box(es) for the desired part(s), determine the zone it should appear in from the drop-down menu, and click the "Add" button. Note that the same part can be added more than once. Each part can also be disabled, minimized, and the banner message can be edited once it is added. Click the "Reset to Default" button to return to the original configuration containing the ETO Parts listed above.

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