Group Trainings
Group training classes are virtual, intensive sessions designed to teach Administrator capabilities within Bonterra software. They include instruction, demonstration and hands-on activities.
We offer Foundations courses for a multi-day review of key features as well as single topic 2-hour Labs. These classes are available for individual purchase and as a part of a Training Subscription or Platinum Support Package. Staff across multiple organizations can join these sessions, but they are capped at 15 attendees for a small group setting and plenty of time for questions. Find out more below about our available options and follow the links to register.
Training Subscriptions
While you can sign up and pay for individual classes one at a time, we also offer a subscription that grants one person per subscription access to our live Group sessions for an annual fee. Subscribers can sign up for Group Trainings directly within the academy and are welcome to repeat sessions once per quarter as needed.
See the list of course options below. Subscribers can click the Sign Up link to register.
If you have any questions about your Account's subscription(s), please contact the Training team here.
If you are interested in learning more about Training Subscriptions or Platinum Support, please reach out to our Account Management team here.
Course | Description | Duration | Subscriber Sign-Up | Link to Purchase |
ETO Admin Foundations | Multi-day interactive class, including hands-on activities to review all basic ETO capabilities as well as advanced form configuration and report design. | 4 days, 4 hours per day | ||
ETO Lab I: Caseload | How to set up and administer the Caseload functionality for programs and users. Attendees will also learn how to create and manage staff caseloads and run a report on caseload activity. | 2 hours | ||
ETO Lab I: Collections | Collections are used to capture information for groupings that are similar. This course will demonstrate how to create Collection Types, TouchPoints for Collections and how to create and edit a Collection. | 2 hours | ||
ETO Lab I: Referrals | Course will review how to populate the Services Provided feeder table and assign those services to programs and service providers (Entities) for use in the Referral function. Attendees will then learn how to add, edit, redirect, delete, and customize referral forms. | 2 hours | ||
ETO Lab I: Batch Upload | Introduce the Batch Upload functionality to add data to ETO in bulk. | 2 hours | ||
ETO Lab II: Participants & Demographics | Demographics are data fields that appear on the Add Participant page in ETO, and they do not change as a result of the services provided. This course will explore how to manage standard demographics, and how to create and add custom demographics. | 2 hours | ||
ETO Lab II: Building TouchPoints | This course will prepare ETO Administrators to successfully manage and maintain TouchPoints. Administrators will leave the training with a basic understanding of creating and editing TouchPoint forms. | 2 hours | ||
ETO Lab II: Entities & Attributes | Entities are defined as 3rd parties that impact the lives of Participants. This course will demonstrate how to setup and manage Entity types, Entity sub-types and Entity attributes. | 2 hours | ||
ETO Lab II: Dashboard Templates & Messages | This course will demonstrate how to create and edit dashboard templates, a configuration for a selected set of sites or programs that can either be edited or remain constant for specified user roles. | 2 hours | ||
ETO Lab II: Standard Reports | Attendees will learn how to run and utilize standard reports, including Demographic Reports and TouchPoint Reports. | 2 hours | ||
ETO Lab II: Managing Sites & Programs | How to successfully manage and maintain their site. Administrators should leave the training with a basic understanding of Site and Program Maintenance. | 2 hours | ||
ETO Lab II: Managing Staff & Users | This course will demonstrate how to add and manage user accounts. Attendees will gain insight on best practices in assigning user roles and granting access to specific features. | 2 hours | ||
ETO Lab III: Workflow | How to set up a workflow by assigning conditions to trigger messages or steps and automate the data entry process. | 2 hours | ||
ETO Lab III: Alerts | The ETO Alerts feature sends automated notifications to users to inform them of Participant progress or remind them of an upcoming task. This training will review how to create and manage ETO Alerts. | 2 hours | ||
ETO Lab III: Connect | ETO Connect allows Participants to log in to a dashboard view of their program history and enter new responses to simple TouchPoints. Connect Administrators can grant (or revoke) a Participant's access and have full control over which TouchPoints are available in the portal. | 2 hours | ||
ETO Lab III: Schedule | This course details how to configure and manage external calendars for scheduling within ETO. | 2 hours | ||
ETO Lab IV: Enterprise Navigation & Management | Attendees will learn how to share dashboard templates within multiple sites across your enterprise. This course will also cover how to set up site navigation templates and security settings that can be enabled across your enterprise. | 2 hours | ||
ETO Lab IV: Enterprise Demographics, Participants, & Grouping Features | This course details how to prevent and merge duplicate Participant records across sites in your enterprise and how to create consistent demographic fields on the Add New Participant page within various sites across your enterprise. This training will also review how to work with Collections and Families within multiple sites on your enterprise. | 2 hours | ||
ETO Lab IV: Enterprise TouchPoints, Entities & Referrals | Attendees will learn how to configure the same TouchPoint form across all sites in your Enterprise, how to create TouchPoint templates that can be modified to meet the varying data tracking needs for sites across your enterprise and how to manage security of TouchPoint visibility for Participants who are active across multiple sites in your enterprise. This class will also review how Entity Types and Entity Subtypes function across sites, how to share Entity records across multiple sites, and how to perform referrals across enterprise entities. | 2 hours | ||
ETO Lab IV: Enterprise Reports | This course covers reporting roles and how these impact pulling data across your enterprise, the importance of a GUID (sometimes referred to as an Enterprise Identifier) in ETO Results, as well as commonly used standard enterprise-wide reports. | 2 hours |