Participant Dashboards are specific to a Participant within the context of the current Program. Participant Dashboards are accessed through the User’s Dashboard by clicking on a Participant in the Caseload or by means of the Quick Search menu. Users are taken directly to the Participant’s Dashboard when a Participant is enrolled.
Default ETO Parts for Participant Dashboards
Participant Information
Recent Efforts
Recent Assessments
Action Links
Program History
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.
Additional ETO Parts for Participant Dashboards
Click the Add ETO Parts button to access the catalog, which includes the following ETO Parts:
Action Links
Bed History
Caseworkers
Collection Memberships
Custom Page
ETO Insight
Family Information
Groups
Housing Occupancy
My Caseload
Participant Information
Participant Matches
Program History
Query Wizard ETO Part
Recent Assessments
Recent Disbursements
Recent Efforts
Recent Participants/Entities
Recent Referrals
Recent TouchPoints
Report
Search
SharePoint List
Workflows
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.
