Entity Dashboard

#Enterprise Entity, Dashboard

Updated over a week ago

Entity Dashboards provides information on recently completed actions with the selected Entity, including Recent Efforts, Recent Assessments, and the ability to search for other Entities and quickly move to one Entity's Dashboard to the next. Additionally, Entities that log into ETO using the Self Service functionality will be directed first to the Entity Dashboard.

The Entity Dashboard can be accessed a few ways:ย 

  • Perform a Quick Search within Entities, clicking on an Entity name, and selecting the Dashboard link

  • Through the button at the top of the View/Edit Entity page

  • From the Recent Entities ETO Part found on My Dashboard, a Participant Dashboard, or another Entity Dashboard

Default ETO Parts for Entity Dashboards

  • Entity Information

  • Recent Entities

  • 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 Entity Dashboards

Click the Add ETO Parts button to access the catalog,

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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