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Question Settings | View Screen Settings
Question Settings | View Screen Settings

#Forms #TouchPoints

Updated over a week ago

The View Screen Settings allow you to choose which columns show on the "Review TouchPoints" page.

To access the "Review TouchPoints" page, follow these steps:

  1. From the Navigation Bar, click "TouchPoints"

  2. Click "View Participant TouchPoints"

  3. From the "View Participant TouchPoints" page, click "Search" or specify a Participant to search for in the search box

  4. Click on a Participant's name to view TouchPoints recorded for them

The "Review TouchPoints" page should now be visible. The screenshot below highlights the columns that can be changed via the "View Screen Settings" page.

To edit a TouchPoint's "View Screen Settings," follow the steps below:

  1. On the Navigation Bar, select "Site Administration"

  2. Click "Manage TouchPoints"

  3. Click "Edit" for the TouchPoint you wish to change

  4. Select "Question Settings" from the top of the page

  5. Click "View Screen Settings."

6. Select the desired checkboxes to display as columns in the "Review TouchPoints" page

7. Click "Save."

The checkboxes on the View Screen Settings page correspond to the columns that can be made visible on the "Review TouchPoints" page. You can choose to add more columns or remove columns you may not want displayed.

  • Date Completed: the date in the Date Taken field at the top of the TouchPoint 

  • Last Updated: the date the TouchPoint response was last updated

  • Date Created: the date the TouchPoint was actually created/recorded into ETO (can differ from the Date Taken)

  • Identifier: Identifier field from TouchPoint. Can be automatically generated or a field to enter key words to identify the response

  • Collection: This column shows only when reviewing individual subject responses where one of the listed responses was recorded for a Collection in which that subject is a member

  • Site: This column shows when one or more of the listed responses was recorded in a different Site

  • Program: Shows the Program name where the response was recorded

  • Staff: User that most recently updated the response (not necessarily the user who originally recorded the response)

  • Status: If the response has been saved as a draft, the status will reflect (Draft) in red text

  • Custom Column: This option allows you to select a question from the TouchPoint and the column will populate with the Participant's response

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