TouchPoints | Main Page

TouchPoints are the most common data point in ETO. This article will provide you with the building blocks to get started.

Videos

• Create New TouchPoint

• TouchPoint Settings

• Edit TouchPoint Settings

• Enable TouchPoint Security

• Edit TouchPoint Security

• Add Questions to a TouchPoint

• Edit Questions in a TouchPoint

• Manage TouchPoints

Creating TouchPoints

• New TouchPoint

• Edit Existing TouchPoints

• TouchPoint Limitations

• TouchPoint Security

TouchPoint Settings

• Completion Restrictions

• Update Period

• Enrollment Filter Settings

• Advanced Date Formatting

• Save Progress and Save Draft

Question Settings

• Calculations

• Conditional Rules

• Reorder Fields

• Multi-Subject Level Responses

• Pre-populate Answers

• Remember Last Value

• View Only

Recording/Viewing TouchPoints

• Recording a TouchPoint

• Recording a Collection TouchPoint

• Recording a Multiple Participant TouchPoint

• Viewing Participant TouchPoints

• Viewing Collection TouchPoints

• Viewing Entity TouchPoints

• Viewing Family TouchPoints

• Viewing General TouchPoints

• Viewing Anonymous TouchPoints

Standard TouchPoint Reports

• Recommended TouchPoint Reports

• TouchPoint Response Report

• TouchPoint Submission Report (General)

• TouchPoint Submission Report (Participant)

• TouchPoint submission Report (Entity)

• TouchPoint Flat File

• Aggregate TouchPoint Report

Helpful Reporting on TouchPoint Articles

• TouchPoint Universe NEW

• TouchPoint Date Objects

• Reporting on Collection TouchPoints

• How to find Response ID

• Data Refresh Schedule

• Flat and Unflat TouchPoint Participant Access

• Flag the Most Recent Response

Approvals

• Creating an Approval Form

• Setting Approval Security

• Creating Recipient Groups

• Forwarding Approvals

• View Approvals | My Work

• Viewing Approvals | Email

• Viewing Approvals | Dashboard Messages

• VIDEO | Create Recipient Groups

• VIDEO | Manage Recipient Groups

Parent and Child Forms (Primary and Sub Forms)

• Parent and Child Form Relationship

• Recording Sub Forms