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All Collections
Videos
Videos
Demographics
VIDEO | Add New Demographics
VIDEO | Edit Demographics
VIDEO | Create Program Groups
VIDEO | Edit Program Groups
VIDEO | Assign Demographics to Program Group
VIDEO | Reorder Demographics
VIDEO | Manage Demographics
Families
VIDEO | Add New Family Relationships
VIDEO | Edit Existing Family Relationships
VIDEO | Edit Family Demographics
Entities
VIDEO | Add New Entity Subtypes
VIDEO | Edit Entity Subtypes
VIDEO | Add New Entity Attributes
VIDEO | Edit Entity Attributes
VIDEO | Manage Entity Attributes
VIDEO | Entity: Add Services Provided
Touchpoints
VIDEO | Create New TouchPoint
VIDEO | TouchPoint Settings
VIDEO | Edit TouchPoint Settings
VIDEO | Enable TouchPoint Security
VIDEO | Edit TouchPoint Security
VIDEO | Add Questions to a TouchPoint
VIDEO | Edit Questions in TouchPoints
VIDEO | Manage TouchPoints
Referrals
VIDEO | Create New Referral Form
VIDEO | Referral Form Security
VIDEO | Add Questions to Referral Form
VIDEO | Manage Referral Visibility and 'Refer To' Options
VIDEO | Edit a Referral
VIDEO | Edit Referral Security
VIDEO | Manage Referral Settings
Collections
VIDEO | Create New Collection Types
VIDEO | Edit Existing Collection Types
VIDEO | Setup Security for Collection Type
VIDEO | Add Questions to Collection Type
Dashboards
VIDEO | Create New Dashboard Template
VIDEO | Assign Dashboard Template
VIDEO | Edit Dashboard Template
VIDEO | Edit Dashboard Template Assignments
VIDEO | Recommended Dashboard Parts
VIDEO | Make My Dashboard the Landing Page
VIDEO | Manage Dashboard Templates
VIDEO | Create New Dashboard Message
VIDEO | Create New Dashboard Message *With Action Links*
VIDEO | Assign Dashboard Message
VIDEO | Edit Existing Dashboard Message
VIDEO | Edit Dashboard Message Assignment
VIDEO | Manage Dashboard Messages
Caseload
VIDEO | Caseload Assignment Notifications
VIDEO | Assign Caseload Access
Site Navigation
VIDEO | Manage Add Family or Participant
VIDEO | Manage the Navigation Bar
VIDEO | Collapse the Navigation Bar
User Accounts
VIDEO | Add New Users
VIDEO | Assign Users to Programs
VIDEO | Edit User Accounts
VIDEO | Reset User Password
VIDEO | Edit Program Access
VIDEO | Deactivate Users
VIDEO | Manage Users
Site Settings
VIDEO | Change Site Name and Address
VIDEO | Add Site Logo
VIDEO | Set Site Security
Program Settings
VIDEO | Add New Program
VIDEO | Manage Programs
VIDEO | Add New Reason for Dismissal
VIDEO | Edit Reasons for Dismissal
Manage Duplicates
VIDEO | Merge Duplicate Participants
VIDEO | Duplicate Check Settings
Alerts
VIDEO | Viewing Alerts
VIDEO | Managing Alerts
VIDEO | Create Core Conditions
VIDEO | Test Core Conditions
VIDEO | Manage Core Conditions
VIDEO | Create Recipient Groups
VIDEO | Manage Recipient Groups
VIDEO | Create Alerts
Electronic Signatures
VIDEO | General Information on Electronic Signature
VIDEO | Electronic Signatures in TouchPoints
Check-In
VIDEO | Check-In Elements in TouchPoints
VIDEO | Participant ID Cards and QR Codes
VIDEO | Scanning Attendance in TouchPoints
Connect
VIDEO | Access ETO Connect for IE
VIDEO | Manage TouchPoint Permissions for Connect
VIDEO | Grant Participant Access to Connect
VIDEO | Participant Access to ETO Connect
VIDEO | Manage Notifications in Connect
VIDEO | Intake for Connect
Workflows
VIDEO | Create a Workflow
VIDEO | Add Conditions to a Workflow
VIDEO | Add Steps to a Workflow
VIDEO | Add a Message to a Workflow
VIDEO | Manage Workflows
VIDEO | Review Participant Workflows
Standard Reports
VIDEO | Manage Standard Reports
VIDEO | Enable Reports
VIDEO | Disable Reports
VIDEO | Delete Fakes
VIDEO | Recommended Participant Reports
VIDEO | Recommended TouchPoint Reports
VIDEO | Recommended Data Quality Reports
VIDEO | Recommended User Reports
Single Sign On
VIDEO | Federated Single Sign On (SSO)
Results - Context
VIDEO | Aggregate Formulas
VIDEO | Summary Tables
VIDEO | Preventing Inflation
Results - Formulas
VIDEO | If-Then-Else and Null Values
VIDEO | Shared Elements
VIDEO | Standard Calculations vs Custom Calculations
VIDEO | If-Then-Else and Ranges
VIDEO | Using the Variable Editor
Results - Flags
VIDEO | TouchPoints Not Taken
VIDEO | Answering a Specific Way
Results - Crosstabs
VIDEO | Attendance Crosstab
VIDEO | Numeric Data
VIDEO | Unflattened Data
VIDEO | Formatting Crosstabs
Results - Queries
VIDEO | Pulling Data from Different Universes
VIDEO | Requerying to Limit Information
Results - Merged Dimensions
VIDEO | Adding Objects to Multiple Queries
VIDEO | Turning an Identifier into a Name.
Results - Unflattening Data
VIDEO | Data Across Multiple TouchPoints.
VIDEO | Manually Flattening Data
VIDEO | Working with Different Types of Unflattened Data
