If your organization would like to notify users in different sites of referrals and other requests for Participants on their caseload, then Approval Forms will give you this ability right in ETO.  As such, the Approval Form allows you to track if a TouchPoint or referral is approved or rejected in the software.

Note: The person approving the approval and the person seeking an approval should be different people.

This feature can be used in conjunction with the Workflow Add-On. 

For more information…

On adding Approvals to your ETO: Contact the Account Management team here.
On technical issues with Approvals: eto@bonterratech.com
On available Approvals training labs: Contact the Training team here.

Creating a New Approval Form
​Setting Approval Form Security
​Creating Recipient Groups
​Forwarding Approvals
​Reporting on Approvals
​View Approvals
​Email Approval Requests
​Dashboard Message Approval Notifications
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