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End User Management: Alerts, Workflow, Approvals, Caseloads
End User Management: Alerts, Workflow, Approvals, Caseloads
+5
57 articles in this collection
Written by
Taylor Roderick,
Starla,
Bekah K.
and 5 others
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
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
Check In / Check Out (Free)
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
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
Alerts
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
ETO Engage
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
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
Query as a Web Service
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
Caseload
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