Families groups Participants together with custom relationship information and tie members to a single Family ID. A Family might share similar Demographics and similar Program Enrollments. Participants can be a part of many Families and are typically a part of the Family for their entire time in ETO.

Articles

  1. Setting up Families with Manage Family Demographics and Family Relationships in the Feeder Table

  2. Adding a New Family with Existing Participants – Used to group existing ETO Participants into a Family

  3. Creating a Family with New Participants – Used to create new Participants and their Family in one step

  4. View/Edit Families after they have been created or dive in to Delete, Remove, and Disable Families and Family Member details

  5. Accessing Family Dashboards to see Family TouchPoints and composition details

  6. Taking and Viewing Family Touchpoints

  7. Adding new families and updating old families is possible through Family Batch Upload

  8. Setting up Add New Participant/Family settings for a defined intake process

  9. Setting up Participant Dashboard with Family Dashboard Parts to see Family information on Participant Dashboards.

  10. Set up Family Quick Links for easy display and access of Family information.

Videos

Video | Add New Family Relationships

Video | Edit Existing Family Relationships

Video | Edit Family Demographics

Video | Manage Add New Participant / Family

Reporting on Families

Active Families Filter

‎Standard Reports: Active Households

Data Objects in the Identity Folder

Standard Reports: Participant Face Sheet (Web)


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