End User Management: Alerts, Workflow, Approvals, Caseloads

Approvals | Reporting on Approvals

Written by Bekah K.
Updated over a week ago

ETO Connect | Data in ETO Results

Written by Training Team
Updated over a week ago

ETO Alerts | Alert Content

#EndUser #Alerts

Written by Bekah K.
Updated over a week ago

SFTP (Secure File Transfer Protocol)

SFTP is an added feature utilized by ETO customers to transfer data to ETO.

Written by Bekah K.
Updated over a week ago

How to Set Up the Context Bar

Written by Taylor Roderick
Updated over a week ago

Review Staff Efforts (NEW)

#EndUser

Written by Kristen Farnsworth
Updated over a week ago

Workflows | Dashboard Part

#EndUser

Written by Bekah K.
Updated over a week ago

Approvals | Main Page

#EndUser #Approvals

Written by Kristen Farnsworth
Updated over a week ago

Approvals | My Work / View Approvals

#EndUser

Written by Kristen Farnsworth
Updated over a week ago

Disable a User Account

#EndUser

Written by Izzy
Updated over a week ago

Approvals | Approval Forwarding

#EndUser#Approval#Forwarding

Written by Kristen Farnsworth
Updated over a week ago

Approvals | Creating a New Approval Form

#EndUser#NewApproval

Written by Kristen Farnsworth
Updated over a week ago

Approvals | Security for Approval Forms

#EndUser#ApprovalForms#Security

Written by Kristen Farnsworth
Updated over a week ago

Approvals | Approval Notification/Dashboard Message

#EndUser#Approvals#Dashboard

Written by Kristen Farnsworth
Updated over a week ago

Approvals | New Approval Notification/Email

#EndUser#Manage Approvals

Written by Kristen Farnsworth
Updated over a week ago

Account Merge

Merging two emails that exist in two unique Enterprises to one email that has access to both Enterprises.

Written by Bekah K.
Updated over a week ago

Workflow | Review Participant Workflows

#Workflows

Written by Noah Craig
Updated over a week ago

Workflow Begin and First Conditions

Written by Bekah K.
Updated over a week ago

Workflow | Messages

#workflow

Written by Andre Harness
Updated over a week ago

Workflow | Add Steps

#Workflow

Written by Noah Craig
Updated over a week ago

Workflow | Adding Conditions

Written by Kristen Farnsworth
Updated over a week ago

Workflow | Main Page

Written by Izzy
Updated over a week ago

ETO Check-In | Reporting QR Code Error

#QR #checkin #collection #labels

Written by Bekah K.
Updated over a week ago

Check-In | Main Page

Written by Bekah K.
Updated over a week ago

ETO Check-In | Run Check-In Report

Written by Bekah K.
Updated over a week ago

Check-In | Scanning Attendance

Mobile devices can scan the Participant/Collection QR codes. Desktops with barcode scanners can scan the Participant/Collection barcodes.

Written by Bekah K.
Updated over a week ago

ETO Check-In | General and Set Up

Written by Bekah K.
Updated over a week ago

ETO Connect | Use Cases

Written by Training Team
Updated over a week ago

ETO Connect | Main Page

What can ETO Connect do for my users and administrators? #Connect #EndUser #ParticipantLogin

Written by Bekah K.
Updated over a week ago

ETO Connect | Touchpoints in Connect

Best Practices for Touchpoints in Connect

Written by Bekah K.
Updated over a week ago

ETO Connect | Accessing Connect on IE as an Admin

https://admin.socialsolutionsportal.com needs to be added to Trusted Sites before accessing ETO Connect for Admins #Connect

Written by Bekah K.
Updated over a week ago

ETO Connect | Manage Notifications

#Connect #Intake #messages #notifications

Written by Bekah K.
Updated over a week ago

ETO Connect | Registering and Managing Participants

#Connect #Intake #NewParticipants #Duplicates #Enable #Disable

Written by Bekah K.
Updated over a week ago

ETO Connect | Manage TouchPoint Permissions

#Connect #Touchpoints #SettingUpConnect #Limitations

Written by Bekah K.
Updated over a week ago

ETO Connect | Participant Access

This article reviews the Participant's view of ETO Connect #Connect #Intake #NewParticipants

Written by Bekah K.
Updated over a week ago

ETO Connect | Create and Publish The Intake Form

#Connect #Intake #NewParticipants

Written by Bekah K.
Updated over a week ago

ETO Alerts | Viewing Alerts

Viewing Alerts from Site Navigation and Adding the Alerts Part to Dashboards. #Alerts

Written by Bekah K.
Updated over a week ago

ETO Alerts | Main Page

ETO Alerts is an add-on feature that allows Administrators to send automated notifications by email and within the software. #Alerts

Written by Bekah K.
Updated over a week ago

ETO Alerts | Create a New Alert

Written by Bekah K.
Updated over a week ago

ETO Alerts | Creating Core Conditions

#Alert #CoreCondition #Condition

Written by Bekah K.
Updated over a week ago

ETO Alerts | Test Core Conditions

#Alerts #CoreCondition #Condition

Written by Bekah K.
Updated over a week ago

Manage Core Conditions

Written by Bekah K.
Updated over a week ago

Workflow | Alerts | Approvals | Recipients

Create and manage recipient groups

Written by Bekah K.
Updated over a week ago

TouchPoint Security for ETO Engage

Written by Izzy
Updated over a week ago

ETO Engage Setup

Use these steps to double check that your ETO Engage configuration is set up correctly.

Written by Izzy
Updated over a week ago

Scheduling: View Schedule

This feature allows users to keep track of their appointments for participants, collections, users, and rooms.

Written by Izzy
Updated over a week ago

Legacy | Query as a Web Service User Guide

Steps for installing and using Query as a Web Service (QaaWS)

Written by Bekah K.
Updated over a week ago

How to Locate your Live Office Login Information

Written by Taylor Roderick
Updated over a week ago

Legacy | Query as a Web Service (QaaWS) End Point URLs

Written by Taylor Roderick
Updated over a week ago

Caseloads | Main Page

Written by Training Team
Updated over a week ago

Caseload | Adding Participants to Caseload

#Participants This article will list the steps for adding Participants to My Caseload and Staff Caseload features in ETO.

Written by Izzy
Updated over a week ago

Caseload | Transfer Caseloads

#Participants – This article includes step-by-step instructions for how to transfer a Caseload between 2 Staff members.

Written by Starla
Updated over a week ago

Caseload | How to Transfer a Caseload Manually (One by One)

#Participants

Written by Taylor Roderick
Updated over a week ago

Caseload | Managing Security for Caseload Access

#Caseload #Participants

Written by Bekah K.
Updated over a week ago

Dashboard Part | My Caseload

#Enterprise

Written by Bekah K.
Updated over a week ago

Dashboard Part | Staff Caseloads

#Enterprise

Written by Bekah K.
Updated over a week ago

Dashboard Part | Caseworkers

#Enterprise

Written by Bekah K.
Updated over a week ago