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End User Management: Alerts, Workflow, Approvals, Caseloads
Manage your staff with alerts, workflows, and approval forms.
57 articles
Approvals | Reporting on Approvals
ETO Connect | Data in ETO Results
ETO Alerts | Alert Content#EndUser #Alerts
How to Set Up the Context Bar
Review Staff Efforts#EndUser
Workflows | Dashboard Part#EndUser
Approvals | Main Page#EndUser #Approvals
Approvals | My Work / View Approvals#EndUser
Disable a User Account#EndUser
Approvals | Approval Forwarding#EndUser#Approval#Forwarding
Approvals | Creating a New Approval Form#EndUser#NewApproval
Approvals | Security for Approval Forms#EndUser#ApprovalForms#Security
Approvals | Approval Notification/Dashboard Message#EndUser#Approvals#Dashboard
Approvals | New Approval Notification/Email#EndUser#Manage Approvals
Account MergeMerging two emails that exist in two unique Enterprises to one email that has access to both Enterprises.
ETO Check-In | Reporting QR Code Error#QR #checkin #collection #labels
Check-In | Main Page
ETO Check-In | Run Check-In Report
Check-In | Scanning AttendanceMobile devices can scan the Participant/Collection QR codes. Desktops with barcode scanners can scan the Participant/Collection barcodes.
ETO Check-In | General and Set Up
ETO Connect | Use Cases
ETO Connect | Main PageWhat can ETO Connect do for my users and administrators? #Connect #EndUser #ParticipantLogin
ETO Connect | Touchpoints in ConnectBest Practices for Touchpoints in Connect
ETO Connect | Accessing Connect on IE as an Adminhttps://admin.socialsolutionsportal.com needs to be added to Trusted Sites before accessing ETO Connect for Admins #Connect
ETO Connect | Manage Notifications#Connect #Intake #messages #notifications
ETO Connect | Registering and Managing Participants#Connect #Intake #NewParticipants #Duplicates #Enable #Disable
ETO Connect | Manage TouchPoint Permissions#Connect #Touchpoints #SettingUpConnect #Limitations
ETO Connect | Participant AccessThis article reviews the Participant's view of ETO Connect #Connect #Intake #NewParticipants
ETO Connect | Create and Publish The Intake Form#Connect #Intake #NewParticipants
ETO Alerts | Viewing AlertsViewing Alerts from Site Navigation and Adding the Alerts Part to Dashboards. #Alerts
ETO Alerts | Main PageETO Alerts is an add-on feature that allows Administrators to send automated notifications by email and within the software. #Alerts
ETO Alerts | Create a New Alert
ETO Alerts | Creating Core Conditions#Alert #CoreCondition #Condition
ETO Alerts | Test Core Conditions#Alerts #CoreCondition #Condition
Manage Core Conditions
Workflow | Alerts | Approvals | RecipientsCreate and manage recipient groups
Caseloads | Main Page
Caseload | Adding Participants to Caseload#Participants This article will list the steps for adding Participants to My Caseload and Staff Caseload features in ETO.
Caseload | Transfer Caseloads#Participants – This article includes step-by-step instructions for how to transfer a Caseload between 2 Staff members.
Caseload | How to Transfer a Caseload Manually (One by One)#Participants
Caseload | Managing Security for Caseload Access#Caseload #Participants
Dashboard Part | My Caseload#Enterprise
Dashboard Part | Staff Caseloads#Enterprise
Dashboard Part | Caseworkers#Enterprise