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
Setting up Families with Manage Family Demographics and Family Relationships in the Feeder Table
Adding a New Family with Existing Participants – Used to group existing ETO Participants into a Family
Creating a Family with New Participants – Used to create new Participants and their Family in one step
View/Edit Families after they have been created or dive in to Delete, Remove, and Disable Families and Family Member details
Accessing Family Dashboards to see Family TouchPoints and composition details
Taking and Viewing Family Touchpoints
Adding new families and updating old families is possible through Family Batch Upload
Setting up Add New Participant/Family settings for a defined intake process
Setting up Participant Dashboard with Family Dashboard Parts to see Family information on Participant Dashboards.
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
Standard Reports: Active Households
Data Objects in the Identity Folder
Standard Reports: Participant Face Sheet (Web)