Overview:
This release includes:
Migration of certain Crystal Reports to Webi in ETO Results
Renaming of several pages in the Navigation bar
Deprecation of several legacy pages:
CriminalRecords, DrugRecords, Education, Password Assessment, Census/Neighborhoods, and Contacts
Fixes:
PUR-1856 - Fix for standard Touch Point settings showing older and incorrect entries
Previously some customers were seeing the most older entries in their reporting for TouchPoints. Now users will see the most recent value.
PUR-1870 - Fix for Answer as Attachment in reporting
Previously some customers were seeing Answer as Attachments on every question in unflattened queries, instead of just on Answer as Attachment questions. Now, users will see the Answer on Attachments only for the correct question type.
PUR-4018 - Fix for the Created Date incorrectly displaying the Last Audit Date
Previously in standard universes some customers were seeing the last time a record was changed (“Audit Date”) instead of the “Created On” date. Now the Created Date field correctly shows the “Created On” value.
PUR-4344- Fix for referrals not showing in reports for NULL reasons for dismissal
Previously some customers were missing referral data in reports if there wasn’t a reason for dismissal entered. Now users see referral data in their reports regardless of whether or not there is a dismissal recorded.
Functionality Updates:
Crystal Reports now available in Webi!
To enhance your reporting experience, the following Crystal reports have now been migrated to Webi; increasing the number of standard reports available. Using Webi will offer users a friendlier interface, better access to data, and more flexible reporting options.
Participant Face Sheet
Participant Profile
Participant List for ReplaceBySessionName
Prints a Blank Intake form (Demographics and Custom Demographics)
Program Box Score Report
Family & Family Efforts Report
Participant List by Program for ReplaceBySessionName
As of this release, the Crystal reports listed above will no longer be available to run in Crystal and their current links will direct you to the active Webi reports. All historic information will remain.
The new versions of these reports can be found in View Reports:
The Participant Face Sheet and Participant Profile Reports are located under Individual Participant Reports.
The Participant List for ReplaceBySessionName and Participant List by Program for ReplaceBySessionName are now combined and called the Participant List located under Enrollment & Dismissal Reports.
The Program Box Score Report is located under the Management Reports and called Box Score.
The Family & Family Efforts Report is located under Participant Efforts reports and called Review Family Efforts.
Navigation Bar Updates
To better reflect today’s ETO, we have renamed several pages in the Navigation bar to streamline your experience. All “(NEW)” verbiage was removed, and appropriate pages were marked Legacy
Example screenshot of the changes with our new look on the left and old look on the right
Please note, all navigation links with custom names will remain unchanged.
Below is a comprehensive list of renaming with old names listed left of new names.
In Participant History:
Previous Name | New Name |
Review Participant Efforts (NEW) | Review Participant Efforts |
Review Participant Efforts | Review Participant Efforts (Legacy) |
Review Participant Workflow (NEW) | Review Participant Workflow |
In Entities:
Previous Name | New Name |
Find Entity (NEW) | Find New Entity |
Add New Entity (NEW) | Add New Entity |
Add New Entity | Add New Entity (Legacy) |
View/Edit Entity (NEW) | View/Edit Entity |
View/Edit Entity | View/Edit Entity (Legacy) |
Enroll Entity (NEW) | Enroll Entity |
Enroll Entity | Enroll Entity (Legacy) |
Dismiss Entity (NEW) | Dismiss Entity |
Review Entity Efforts (NEW) | Review Entity Efforts |
Review Entity Efforts | Review Entity Efforts (Legacy) |
In Reports:
Previous Name | New Name |
View Reports (New) | View Reports |
View Reports | View Reports (Legacy) |
In Program Administration:
Previous Name | New Name |
Review Staff Efforts (NEW) | Review Staff Efforts |
Review Staff Efforts | Review Staff Efforts (Legacy) |
In Site Administration:
Previous Name | New Name |
Manage Attributes (NEW) | Manage Attributes |
Manage My Site (NEW) | Manage My Site |
Manage Reports (NEW) | Manage Reports |
Manage Reports | Manage Reports (Legacy) |
Manage Review Efforts Templates (NEW) | Manage Review Efforts Templates |
Deprecation of Legacy pages
As of this release, the legacy features listed below will no longer be available to users. All historic data will still be available for reporting purposes in the database, but there will be no access to the listed pages in ETO. If these are a feature your organization is still looking to use, we recommend setting up similar functionality in Assessments or TouchPoints within ETO.
Criminal Records
Drug Records
Education
Password Assessment
Census/Neighborhoods
Contacts (legacy)