Group Dashboards give you information about a Group's members and the recent work that has been done with the Group.
Default ETO Parts for Group Dashboards
Group Information
Group Participants
Recent Efforts
Recent Assessments
Action Links
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 Group Dashboards
Click the Add ETO Parts button to access the catalog, which includes the following ETO Parts:
Action Links
Custom Page
Group Information
Group Participants
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.
